ParishSOFT Diocesan Products

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• PSDio Census
  • PSDio Census - Using the org selector in the family details
  • PSDio Census - Workgroups: How to see diocesan Workgroups in Family Details
  • PSDio Census: Where to find secure member fields
• DM Home or Settings
  • DM Settings - Administration: How to configure DM Options and Batch Management Options that apply to all DM funds
  • DM Home - Navigation: How to navigate the Development Manager screens
  • DM Settings - Lookups: How to add new contribution types
  • DM Home - Navigation: My DM screen entry says I am not authorized
  • DM Getting Started - DM Processing: Development Manager Overview
• DM Diocese Reports
  • DM Reports - Diocese Reports: How to generate a Revenue Projection Report
  • DM Reports - Diocese Reports: How to generate a Families Without Pledges Report
  • DM Reports - Diocese Report: How to generate a Pledge Adjustment Report
  • DM Reports - Diocese Reports: How to generate a Parish Batch Summary Report
  • DM Reports - Diocese Reports: How to generate a Parish Summary Report
  • DM Reports - Diocese Reports: How to generate a Contribution History by Donor Report
• DM Batches
  • DM Batches - Batch: How to create a new batch (create / review / close)
  • DM Batches - Postings: How to post contributions in a batch
  • DM Batches - Postings: How to add pledge postings to a batch
  • DM Batches - Batch: How to search for a batch
  • DM Batches - Postings: How to resolve the error, "Donor does not have an active pledge and pledges are required for this fund"
  • DM Batches - Postings: How to resolve the error, ".... Contribution Date must be within this range"

  See all 16 articles

• DM Donor Reports
  • DM Reports - Donor: How to generate a Contribution Detail Statement Report
  • DM Reports - Donor: How to configure your contribution statements
  • DM Reports - Donor: How to change the mailing name format on donor reports
  • DM Reports - Donor: How to manage the IRS disclaimer on donor statements
  • DM Reports - Donor: How to add or remove a signature image for your statements
  • DM Reports - Donor: How to add a graphic letterhead for use on your statements

  See all 15 articles

• PSDio IQ
  • PSDio IQ - How to build a query to report all registered families per organization
  • PSDio IQ - How to build a query reporting family information for those registered to a specific organization and who want to receive mail
  • PSDio IQ - How to build a query reporting family information for those registered to a specific organization and who have been updated in your specified date range
  • PSDio IQ - How to build a query for unfulfilled pledges within your specified date range and your specified organization
  • PSDio IQ - How to build a query reporting non-givers for your specified date range
  • PSDio IQ - How to build a query reporting LYBUNT/SYBUNT results for specific funds

  See all 9 articles

• DM Parish Reports
  • DM Reports - Parish Reports: How to generate a Periodic Report
  • DM Reports - Parish Reports: How to interpret the Designations Details Report
  • DM Reports - Parish Reports: How to generate a Designations Details Report
  • DM Reports - Parish Reports: How to generate a Parish Master Report
  • DM Reports - Parish Reports: How to generate a Parish Roster Report
  • DM Reports - Parish Reports: How to generate an All Parishes Refund Shortfall Report

  See all 10 articles

• DM Contributions
  • DM Contributions - Add: How to add contributions outside of a batch
  • DM Contributions - Search: How to search for contributions in Development Manager
• PSDio Administration
  • PSDio Admin - Manage Staff: Primary Assignments Versus Primary Positions
  • PSDio Admin - Manage Staff: How to set correct permissions for SEP access
  • PSDio Admin - Manage Staff: How to run staff access rights and permissions report
  • PSDio Admin - Module Settings: How to update member secure fields
  • PSDio Admin - Manage Staff: Guidelines for Staff Permissions
  • PSDio Admin - Module Settings: How the diocese may grant parish permission to use the Import Contact Information feature
• DM Funds
  • DM Funds - Designations: How to add a designation for a fund
  • DM Funds - Appeals: How to add an appeal type to a fund
  • DM Funds - Appeals: How to delete an appeal code from a fund
  • DM Funds - Permissions: How to grant fund permission to staff
  • DM Funds - Frequency: How to set up the frequency options for a fund
  • DM Funds - Funds: How to delete a fund

  See all 27 articles

• PSDio Family Merge
  • PSDio Admin - Manage Staff: How to give a diocesan staff member permission to merge duplicate family records
  • PSDIO Admin - Family Merge: How to merge duplicate family records
  • PSDio Admin - Family Merge: How to create a merge queue quick report
  • PSDio Admin - Family Merge: How to create a report that shows merged records
  • PSDio Admin - Family Merge: How to review merged records queued for overnight batch processing
  • PSDio Admin - Family Merge: Why there are families pending in the merge queue after 24 hours

  See all 7 articles

• DM Pledges
  • DM Pledges - OBO: Why a parish is missing from the On Behalf Of dropdown menu
  • DM Pledges - Designations: How to apply fund designations to an existing pledge
  • DM Pledges - Appeals: How to remove or change an appeal code in a pledge record
  • DM Pledges - End Date: How to add or remove the prompt for Pledge End Date on the Pledge Details page
  • DM Pledges - Pledge Details: How to move a single donor's contributions from one pledge to another without having to create a correction batch
  • DM Pledges - End Date: How to assign an end date to a batch of pledges through the Add Pledge End Date button

  See all 12 articles