How to Find a Batch

  1. Open the Batches page.
  2. Do one of the following:
    • Enter the name of the batch or the batch ID in the Search box at the top of the page. Then, click  to search.
    • In the Filters panel on the right, enter one or more filter criteria. If desired, set filters to specify the order in which you want the filter results displayed. Then, click this button at the top of the panel: .

 The system automatically saves your filter and sort settings for the Batches list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different device, you may see different settings.

The system displays the batch records matching your search criteria in the list on the DM Batches page.

 


© Development Manager Help v5.0.13 October 12, 2023 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.