How to Edit a Contribution Record
On the Home page, you can open the DM Contributions page by selecting Contributions in the navigation bar menu or by clicking a page link (for example, Today) at the bottom of the Contributions card.
- On the Home page, open the DM Contributions page.
- The page opens in card view. To switch to grid view, click this button in the upper right:
.
- Find the contribution record you want to edit. Do one of the following:
- Type your search criteria in the Search box at the top of the page. (Position your mouse over the Info icon
to find out what type of data the Search bar accepts.) Then, click
.
- Select search criteria using the filters in the Filter panel. Then, click
.
A list of contributions matching your search criteria is displayed.
- Select the checkbox next to the record you want to edit. Then, click
.
- In the Edit Values panel on the far right, do the following:
- For each field that you want to edit, select its checkbox to put it in edit mode. Then, type your change into the field. For descriptions of the fields in the Contribution record, go to Contribution Details.
- Click
to save your changes.
The system updates the contribution record with your changes.
Related Topics
About the DM Contributions Page
© April 9, 2020 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.