PSFS Family Directory - Family List: How to set up a new company as "contributor only"

How to set up a new company as "contributor only"

Click the following link for instructions on how to add a company to the family list.

Once the company is added,  select Edit Details → Select Family Group → Select Contributor Only → Save and Close. 

Note: when adding a company, it is going to force you to choose a prefix. However, this is nothing to worry about cause it won't make any difference when adding the company. 

All contributions/pledges would be made under the Company's Contributor-Only Family Record.

When you post to the company in Detail Posting, make sure your Posting Filters1 are "Both" and "All Groups;" your Posting Options 2 says "Name" for Input By (since they probably don't have an envelope number); type what you used as the company's last name in the last name field of  the Post To field3select the company and check the Post to Preview 4 on the right to make sure it posts to the right family: 
2018-05-25_17-37-50.png

 

Have more questions? Submit a request

Comments

2 comments
  • how do I create a pledge for a "Contributor only"?

    0
    Comment actions Permalink
  • Thanks for the question, Donna. I have updated the article to reflect the answer: Once you make the donor a 'contributor only' under their family group, you would simply create a pledge for them under the Donor's Contributor-Only Family Record.

    0
    Comment actions Permalink

Please sign in to leave a comment.