Set the Diocesan ID in Directory

This article provides steps on how to set the Diocesan ID in Directory.

A Diocesan ID is a number the Diocese assigns to a family or member as a way to identify them across all of the parishes of the Diocese for reporting purposes. It can be viewed on the Family List report and the CSV report. You can assign any family in the system a Diocesan ID number, in addition to the envelope number. The Diocesan ID number is viewable on the Family Detail card, and you can edit the Diocesan ID number at any time.


Complete the following steps to set the Diocesan ID in Directory:

1. In Directory,  search for and select the desired family.

2. On the Family Detail card, click the ellipsis to view the drop-down menu.

3. In the drop-down menu, select Set Diocesan ID.

4. Enter the Diocesan ID.

5. Click the Update button. 

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