Tips & Tricks
Learn about ways to make your PDS program easier to use.
Change Font Size
Learn to change the font size in your program windows and listing screens.
3 min 1 sec
Learn quick ways to enter dates and date ranges using cool keyboard shortcuts. Also, learn about date formats.
6 min 1 sec
Learn to enter new lines and special characters in general, confidential, and special circumstances remarks.
1 min 51 sec
Learn about when information is saved in your program and how to cancel changes.
4 min 9 sec
Learn to log the reason for significant changes in the User Log, along with when it was done and by whom.
5 min 24 sec
Define User Checkboxes
Learn to track records for your School or Daycare program using the School and Daycare checkboxes — or redefine the checkboxes for your purposes!
4 min 19 sec
Add User Keywords
Learn to add up to 11 program fields to track the information you need on member and personnel records.
4 min 42 sec
Correct a Batch
Learn to correct a problem in a posted batch, like an incorrect year, using the Move Fund Entries process.
4 min 53 sec
Delete a Batch
Learn to delete a batch you've created for payments/donations, eGiving, fees, pledge cards, or terms and rates.
3 min 14 sec
Reprint a Batch Report
Learn to reprint a batch report using the View Batches process.
2 min 51 sec