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  4. DM Funds

DM Funds

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  • 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 Funds - Designations: How to add a designation for a fund
  • DM Funds - Designations: How to delete a designation for a fund
  • DM Funds - Designations: How to edit a designation for a fund
  • DM Funds - Frequency: How to set up the frequency options for a fund
  • DM Funds - Fund Tab: How to remove the fund option to require pledges
  • DM Funds - Fund Tab: How to set up a fund to require pledges
  • DM Funds - Funds: How to add a new fund
  • DM Funds - Funds: How to change the fund date parameters
  • DM Funds - Funds: How to delete a fund
  • DM Funds - Funds: How to export a list of all funds
  • DM Funds - Funds: How to search for a fund
  • DM Funds - Goal Groups: How to add Goal Groups for a fund
  • DM Funds - Goals: How to add individual goals to a fund using the add goal button
  • DM Funds - Goals: How to import multiple goals to a fund
  • DM Funds - Parish Reports: How to add a report for a specific fund to the Parish Reports options
  • DM Funds - Permissions: How to grant fund permission to staff
  • DM Funds - Permissions: How to remove fund permissions from a staff record
  • DM Funds - Permissions: How to update a staff member's fund permissions for more than one fund at a time
  • DM Funds - Settings: How to remove the pledge requirement from a fund
  • DM Pledges - Sustaining Gifts: How to add a sustaining gift
  • DM Reports - Parish Reports: How to add or remove the option for printing a report for a particular fund
  • DM Sustaining Gifts: How to set up a fund to receive sustaining gifts

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