On the Information tab, click Parishes & Facilities > Data Transfer > Set the Options Used in Synchronization. There are tabs with synchronization options to define what information your diocese receives from the parishes. The selections you save here apply to all parish records.
In the Financial tab, you can view a table containing a synchronization record of funds that includes the synchronization transfer direction, fund name, and fund dates. Click a Transfer Direction column entry to display a drop-down arrow with fund transfer options.
The Validation Script text box is located below the synchronization record table. This text box is where the diocese can set terms for what the program verifies in each fund that is synchronized.
The Mobile Access tab contains multiple check box options for the contact information you want to upload to the PDS web service. Also, if your diocese uses the PDS Mobile App, there are options to set what information your parish staff can view through mobile access. Once uploaded, the contact information can be retrieved with a mobile device on the PDS Mobile App.
Each time you make a selection in the Mobile Access tab and click Save, the program displays a message asking if you want to update the PDS web service with the selected contact information. For more information about the PDSMobile application, see Set Permissions to View Information on Mobile Devices.
You can set up "rules" to automatically clean up your parish data before syncing. This saves you the time of fixing it manually once it's in DioOffice.