DM Pledges - OBO: Why a parish is missing from the On Behalf Of dropdown menu

Why a parish is missing from the On Behalf Of dropdown menu

On_Behalf_of_Dropdown.png

If a member has submitted a pledge on behalf of a parish that is not available in the On Behalf Of dropdown menu, it is likely because of the following two things:

  • There are no goals entered in the fund for that parish
  • The DM Option in Settings is set to only show OBO parishes with goals.

This may be fixed in one of two ways: 1) Update the setting (see below) or 2) Add a goal for the parish.

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Using the Settings Card, select Go to Settings.
      Izzy_Navigate-to-Settings.png
  2. The default Administration page will display.
    • If you want all parishes to be available in the On Behalf Of dropdown, even if they don't have a goal for a fund, unmark the option (circled below) and click the save action icon.
    • Any options marked on this page will apply to all batches/funds/pledges. You cannot set up these options for individual batches/funds/pledges.
      DM_Settings_Administration_obo.png
      *OBO - on behalf of

 

 

 

 

 

 

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