Depending on the circumstance, you may want to hide a Giving Unit’s name and address depending on who is entering in contributions. You can set these permissions per user.
Hiding Giving Unit’s Name and Address
-
To edit or review these permissions go to File → Administration.
To change administrative permissions, the user must have access to the Administration window in CDM+.
-
Select user under the Users section of the window.
-
Scroll down in the Permissions section to Contributions and check, Hide Giving Unit Information during Contribution entry. Click Save and close the Administration window.
-
When viewing a batch of contributions, they will NOT be able to see the Giving Unit’s name and address just their Giving Code.
Permission to View Giving Unit’s Name and Address
-
To edit or review these permissions go to File → Administration.
2. Select user under the Users section of the window.
-
Scroll down in the Permissions section to Contributions and uncheck, Hide Giving Unit Information during Contribution entry. Click Save and close the Administration window.
-
When viewing a batch of contributions, they will be able to see the Giving Unit’s name and address.
