ParishSOFT Development Manager
DM Home or Settings
- DM Getting Started - DM Processing: Development Manager Overview
- 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
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 - Appeals: How to export a list of appeals for each fund
- DM Funds - Date Range: How to change the fund date range
DM Pledges
- DM Pledges - Add: How to add pledges outside of a batch
- 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 - Edit: How to adjust the pledge amount