ParishSOFT Development Manager
DM Home or Settings
- DM Home - Navigation: How to navigate the Development Manager screens
- DM Home - Navigation: My DM screen entry says I am not authorized
- DM Settings - Administration: How to configure DM Options and Batch Management Options that apply to all DM funds
- DM Settings - Lookups: How to add new contribution types
- How to walk through the Development Manager Batches Options
DM Batches
- DM Admin - Funds: How to limit batch postings to one fund
- DM Batches - Batch: How to change the default fund for batch postings
- DM Batches - Batch: How to create a new batch (create / review / close)
- DM Batches - Batch: How to search for a batch
- DM Batches - Batch: How to update the batch details (such as count and amount) in an open batch
DM Contributions
DM Funds
- 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 - Appeals: How to edit an appeal type
- DM Funds - Date Range: How to change the fund date range
- DM Funds - Designations: How to add a designation for a fund
DM Pledges
- DM Pledges - Appeals: How to remove or change an appeal code in a pledge record
- DM Pledges - Designations: How to apply fund designations to an existing pledge
- DM Pledges - Designations: How to clear a designation from a pledge
- DM Pledges - End Date: How to assign an end date to a batch of pledges through the Add Pledge End Date button
- DM Pledges - End Date: How to update the Pledge entry screen to display the pledge end date or to not display the pledge end date