Directory Frequently Asked Questions

(24) Articles in this category.

  • Yes, certificates are available for download in Certificate Resources.

  • Yes.  A member list can be pulled from reports or export contact information via quick tasks. Both articles provide steps.

    Note* With a downloaded CSV, file a mail merge can be completed in Word or another program.

  • Yes. In Directory, locate the family and view details. On the Detail card, click on the ellipses (3 vertical dots) to open the drop-down menu. Select Tax Report. 

    For more information, click here.

  • Click on Quick Tasks, set desired parameters, and click Apply Filters. Once the filters have processed, click on Download Labels to set the Label and Family format. Select Download Labels.

    For more information, click here.

  • From the "Family Members" screen click on the ellipses (3 vertical dots). From the drop-down menu select "Add Family Member."

    Then follow these instructions.

  • On the Directory dashboard card, click on the "Add Family" button. Click here for more steps to complete the process.  

  • A family can be located by searching from the Dashboard or the Families page.  Click here for more information.

  • Tags are a way to identify and organize members and families in the directory. Members and families can be filtered by using tags. For example, adding a tag of "Usher" to any member that is an usher. Reports can be pulled and communications sent to anyone with this similar tag. 

    At a family level, a tag could be added to the Religious Education families.

    For more information on tags, click here.

  • Family naming conventions in the Directory are used on labels, letters, emails, reports, and OSV mailings. 

    The following are the current naming conventions:

    • Family Last Name
    • Formal Name
    • Informal Name
    • Family Name
  • Each list in Directory can be set to the parishioner's preferred naming convention for mailings.

  • Changing a family naming convention changes how the name appears on any report, label, or list that uses this information. This is also true of any mailings utilizing OSV services, as your lists are pulled from your Directory.

  • A registered family is one that has registered to be members of the parish. They have provided you with the information for the family and members that will be members. The date the family registers can be recorded.  

    For more information, click here.

  • An active family is a family that participates in any way at the church. They may give donations, participate in ministries, or simply show up for mass.

    For more information, click here.

  • An inactive family is a family that has moved away or no longer participates in any way at the church.

    For more information, click here.

  • Searches can be started via the Dashboard Page.  Enter any known information. The following fields are searched when looking for a family or individual: First Name, Last Name, Preferred Name, first line of an Address, Envelope Number, and/or Email Address.  The system does a search to locate the information and provides the most relevant to the least relevant results. 

    There are more ways to search. For more information, click here.

  • As an example, for a married couple, the family Formal Name would display as Mr. & Mrs. John Doe, and for a single person it could be something like Mr. John Doe or Ms. Jane Doe.

  • The family informal name normally displays as the first and last names of the head of household and spouse, if it applies. An example would be John and Jane Doe.

  • The family's last name as known by the parish or diocese should be in the Last Name field. Typically, it is the last name of the head of household.  Based on individual circumstances, it might not be the last name of all the family members. 

  • The Family Name field is typically the Family Last Name field with the word family behind it. If the person is single with no other members on the record, the informal name can be entered here as well.

  • This yellow line indicates that this member or family has been deactivated and is in the ‘inactive’ state in the directory. For more information click here.

  • A family should only be marked as inactive if they move away or are no longer participating in anything at the church. They should not be marked inactive just because they are not donating. We have another designation that identifies that at the family level.

    For more information, click here.

  • To locate contributions when the contribution page does not display any contributions for an individual in the system, click back to the Family page and select Contributions within the family screen. Most directory entries, and contributions are recorded at the family level and is the most accurate location to view information.

    View the video below for more information about locating contributions.

  • The system only allows members under the age of 18 to be marked as a child. If you are registering a family with adult children they can be marked as an adult, or other.

  • Hover over the card on the line of the contribution to read the note.