About the DM Settings Page

The person who initially creates a batch is considered the rightful owner. This option has two settings:

• Selected: only the batch owner is permitted to change pledges in a batch.

• Not selected (the default): all privileged users, including users who do not own the batch, can make modifications to pledges in batches.

 A user with DDM Administrator access rights can override this option and change pledges in a batch.

Controls whether the OBO (On Behalf Of) Parishes list in pledge entry includes only the names of parishes that have goals configured.

This option has two settings:

• Selected (the default): only OBO parishes that have goals configured are available for selection (when adding or editing a pledge) in the On Behalf Of dropdown list in the pledge form.

• Not selected: all organizations in your database are available for selection (when adding or editing a pledge) in the On Behalf Of dropdown list in the pledge form.

 If you limit the OBO Parishes list to show only those organizations that have goals but you need an organization that has no goals to be included in the list, you can add the desired organization to the list by specifying a zero-dollar goal.

Controls whether the system displays a default value in the Appeal Code list for each newly created pledge.

This option has two settings:

• Selected: no default value appears in the Appeal Code list for new pledges.

• Not selected (the default): the system displays the value selected for the previous pledge as the default in the Appeal Code list for each new pledge. 

Displays the Start Date field in pledge data entry. The start date is the date when the pledge formally begins (for example, January 1, 2021 for pledges covering the calendar year 2021).

Displays the End date field in pledge data entry. The end date is the last date that payments can be posted to the pledge.

Controls whether the system allows import files to contain multiple pledges for the same family, fund, and organization. This option has two settings:

• Selected: allows an import file to contain multiple pledges for the same family, fund, and organization.
• Not selected: prevents the import file creating multiple pledges for the same family, fund, and organization. Marks such records as blocked in the import report.

Controls customer access to the Donor Reports module and, as a result, visibility of donor reports. This option has two settings:

• Selected (the default): shows the Donor Reports button, which gives users access to donor reports.
• Not selected: hides the Donor Reports button, which prevents users from accessing donor reports. 

Controls whether negative refunds appear in Parish Refunds. This option has two settings:

• Selected: shows negative refunds.
• Not selected: hides negative refunds.

The dropdown list contains the names of parishes. Select the parish that owns the funds for Parish Reports.

Controls whether all contributions entered into Development Manager must be entered by batch to be sucessfully saved.

This option has two settings:

• Selected (the default): batches are required. Batches are required for posting contributions.
• Not selected: batches are optional and are not required for posting contributions.

Controls whether all pledges entered into Development Manager must be entered by batch to be sucessfully saved.

This option has two settings:

• Selected (the default): batches are required. Batches are required for posting pledges.
• Not selected: batches are optional and are not required for posting pledges.

Controls whether a batch can contain pledges or contributions for different funds.

This option has two settings:

• Selected: the account setup on the batch is the default fund for new pledge and contributions. However, the user can override the fund as needed at the individual pledge or contribution level.
• Not Selected: all postings in a batch must be to the same fund.

This option has two settings:

• Selected: pledges can accept OBO changes even after the batch containing the pledges is closed.

• Not selected, OBO changes are not allowed.

A global control that determines whether the Check Number field is displayed and included in the Tab key sequence for contribution posting for all newly created batches.

 This option sets the default display of the Check Number field for new batches. You can override the global setting when creating a new batch. In other words, you can enable the display of the field here but select not to display the field when you create a specific batch.

This option has two settings:

• Selected: the Check Number field is enabled and included in the Tab key sequence for payment and contribution posting.

• Not selected: the Check Number field is disabled and skipped in the Tab key sequence for payment and contribution posting.

A global control that determines whether the Memo field is displayed and included in the Tab key sequence for contribution posting for all newly created batches.

 This option sets the default display of the Memo field for all new batches. You can override the global setting when creating a new batch. In other words, you can enable the display of the field here but select not to display the field when you create a specific batch.

This option has two settings:

• Selected: the Memo field is enabled and included in the Tab key sequence for payment and contribution posting.

• Not selected: the Memo field is disabled and skipped in the Tab key sequence for payment and contribution posting.

This dropdown list contains four options. Each option represents the default lookup value that can be displayed to users when they search for families during the contribution posting process. From the list, select the option you want to set as the default lookup for searches. The option you select appears in ???

• Family ID: uses the Family DUID, a unique ID used to identify each family, as the default lookup value.
• Member ID: uses the Member DUID, a unique ID used to identify each member, as the default lookup value.
• Diocesan ID: uses the Diocesan ID, a unique ID used to identify each family, as the default lookup value. Note that some organizations are set up to use the Diocesan ID instead of the Family DUID to identify families. This setup is done in the ParishSOFT Family Suite Administration module.
• Pledge ID: uses the Pledge ID, a unique value used to identify a pledge, as the default lookup value.

This dropdown list contains options representing the lookup lists in the application. Select the lookup list whose values you want to manage. 

 Release 1.0 of Development Manager provides only one lookup list to manage: Contribution Type. Future releases will give you the ability to manage other lookup lists in the application

Click this button to add a new contribution lookup value. Enter information into the Name and Code fields and, if desired, select the Active checkbox.

Click to edit details for a lookup value.

Type a descriptive name for the Contribution Type lookup in this field. After you save the lookup value, the name you provided appears in the list on this page and in the dropdown lists in the application.

Type an abbreviation for the Contribution Type lookup. For example, you could type "Amex" for American Express or "MC" for Mastercard.

Select this checkbox to make the Contribution Type lookup value visible to users so they can select it from the Contribution Type dropdown list during pledge and contribution entry. If you do not want users to see the lookup value, leave the checkbox blank. 

 The Active checkbox control can be quite helpful when setting up a lookup list. If you don't want users to immediately see a particular lookup value, leave the checkbox blank. When you are ready to give users the ability to select the value during pledge and contribution entry, select the checkbox and save the lookup to make the lookup visible.

Click this button to save a new lookup value or to save edits to an existing value. 

Before saving information entered for a lookup value, you can click this button to remove what you typed. You can also click this button to exit Edit mode. 

Click to remove a lookup value from the list. The system also removes the lookup value from the associated lookup list in the application.