About the Home Page

The Home page is the page you see when you first open Offering. The Home page provides quick access to your pledges, contributions, and other data with a single click of a mouse.

The illustration below identifies the main elements on the Offering page. Click a numbered link to jump to the section on this page that provides a detailed description of the element.

  Collapsible Panel Control

The Home page is divided into two main panels:

 Navigation Bar

Each application appears as a top-level menu option in the navigation bar. By default, each application menu menu is rolled up so its individual pages are hidden.

The navigation bar is located on left side of the Home page. The navigation bar contains main menu that contains an option for each application. By default, the

Clicking the application option opens a sub-menu containing application  default, the application menu is rolled up so that the individual pages in the listed applications are hidden. To view a list of the pages in the application, simply click   (Down Arrow) to the right, as shown below: 

Click the desired link to open the Offering group and view its contents. 

To roll up the menu so that the page links are no longer visible, simply click  (Up Arrow) at the top of the navigation bar, as shown below:

In certain situations, you may want to collapse the Navigation Bar to expand the content of the Pages panel. The Collapsible Panel Control  lets you do this.

Breadcrumb Trail

The breadcrumb trail is a navigational aid 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. To return to the Offering page, click Offering in the breadcrumb trail.

Cards

Each functional area in Offering is represented by a separate container, called a "card." A card serves as an entry point to data within the named area. 

As illustrated below, each card contains the name of the functional area, an icon, and a link to specific content within it:

 The cards are not clickable elements. To access a content area, you must click the links at the bottom of the card. For example, on the Pledges card clicking the Go to Pledges link (see previous illustration) takes you to the Pledges page.

 Logged-In User's Organization

This field shows the name of the organization the user is logged in to.

  Help Button

Click  to access the Offering Help documentation. The Help opens in a separate browser so that you can view it while working in the application. The Help provides an overview of the concepts and features of the Offering application and offers step-by-step instructions on how to perform specific tasks. 

  User Profile Button

Click  to display a menu of user profile options. Selecting the Log Out option logs you out of the Offering application.

 Page Links

The page links at the bottom of each card let you access a specific page within the application. For example, on the Pledges card (see below), clicking the Go to Pledges link takes you to the Pledges page where you can work with your organization's pledge data.

Note that some cards have multiple page links. These links let you access specific pages within a main functional area. For example, clicking Today (see below) on the Contributions card takes you to a page showing only those contributions posted on the current day.  

 

Related Topics

 


© Offering Help v2.30 May 18, 2022 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.