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  1. ParishSoft
  2. ParishSOFT Diocesan Products
  3. Diocesan Development Manager
  4. Fund Management

Fund Management

  • Add a Fund Designation
  • Add an Appeal Type to a Fund
  • Add Individual Parish Goals to a Fund
  • Add Parish Reports to a Fund
  • Delete an Appeal Code from a Fund
  • Delete Fund Designation
  • Edit Appeal Type
  • Edit Fund Designations
  • Export a list of appeals for each fund
  • Grant Development Manager Fund Permissions to Staff
  • Import Multiple Goals to a Fund
  • Set Print Permissions for Parish Fund Reports
  • Set up Frequency Options for a Fund
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