The DDM Settings page contains options you can set to configure both the behavior of the Development Manager application and preference settings that determine how users interact with the application.
The illustration below identifies the main tabs on the DM Settings page. Click a link to view a detailed description of the information on the tab.
Breadcrumbs are the navigational trail that lets you know where you are now as well as each page you visited before arriving at the current page. The breadcrumb trail reads from left to right, with the link farthest to the left showing the Home page and the links after it showing each page you visited since leaving the Home page.
Each page shown in the breadcrumb trail is a link. Click a link to go directly back to the named page. In the breadcrumb trail illustrated below, the user is currently on the DM Settings page:
Clicking Home takes the user directly back to the Home page.
Click Administration to display the Administration tab. This tab is has two main sections:
The options in this section are used to configure the Development Manager application. Use the checkboxes to enable or disable options. When a checkbox is selected, it appears as checked and the option is enabled. Note that some options are pre-selected by default. You can deselect (disable) them by clicking your mouse inside the checkbox.
Options in the DDM Options group are listed below. Click the arrowhead next to an option to expand it and view its description.
Only Batch Owner Can Modify Pledges in BatchOnly Batch Owner Can Modify Pledges in Batch
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.
Display Start Date for Pledge EntryDisplay Start Date for Pledge Entry
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).
Display End Date for Pledge EntryDisplay End Date for Pledge Entry
Displays the End date field in pledge data entry. The end date is the last date that payments can be posted to the pledge.
Allow Multi-Pledge ImportAllow Multi-Pledge Import
Controls whether the system allows import files to contain multiple pledges for the same family, fund, and organization. This option has two settings:
Show Donor ReportsShow Donor Reports
Controls customer access to the Donor Reports module and, as a result, visibility of donor reports. This option has two settings:
Parish Refunds - show negative refundsParish Refunds - show negative refunds
Controls whether negative refunds appear in Parish Refunds. This option has two settings:
Parish Reports Fund Org dropdown listParish Reports Fund Org dropdown list
The dropdown list contains the names of parishes. Select the parish that owns the funds for Parish Reports.
The options in this section are used to set up options that govern batch control in Development Manager application. Use the checkboxes to enable or disable options. When a checkbox is selected, it appears as checked and the option is enabled. Note that some options are pre-selected by default. You can deselect (disable) them by clicking your mouse inside the checkbox.
Options in the Batch Management group are listed below. Click the arrowhead next to an option to expand it and view its details.
Require Contribution BatchesRequire Contribution Batches
Controls whether all contributions entered into Development Manager must be entered by batch to be sucessfully saved.
This option has two settings:
Require Pledge BatchesRequire Pledge Batches
Controls whether all pledges entered into Development Manager must be entered by batch to be sucessfully saved.
This option has two settings:
Allow multiple funds per batchAllow multiple funds per batch
Controls whether a batch can contain pledges or contributions for different funds.
This option has two settings:
Allow OBO changes even if batch is closedAllow OBO changes even if batch is closed
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.
Batch Posting - Enable Check # field by defaultBatch Posting - Enable Check # field by default
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.
Batch Posting - Enable Memo field by defaultBatch Posting - Enable Memo field by default
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:
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 ???
On this tab, you can manage lookup values appearing in lookup lists lists throughout the application.
Choose a lookup list to manageChoose a lookup list to manage
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
On this page, you can manage lookup values for contribution types that users can select (from the Contribution Types dropdown list) when adding pledges and contributions to the system. You can add new lookup values, edit existing ones, and delete those you no longer use.
The elements used to define and manage lookup values are listed below. Click the arrowhead next to an element to expand it and view its description.
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.
Active checkboxActive checkbox
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.
How to Set Up Development Manager
© April 9, 2020 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.