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Check out Directory FAQsFebruary 6th, 2023 | 538 Views
This article provides steps to view online and physical contributions in Director...
Directory | 1 Like
April 20th, 2023 | 789 Views
This article provides steps to link accounts from the directory to a new managed ...
Directory | 0 Likes
May 18th, 2023 | 853 Views
This article provides steps to change a person’s status to deceased. When it is n...
Directory | 2 Likes
October 19th, 2022 | 611 Views
This article provides steps to edit the date of death after a person has been mar...
Directory | 1 Like
April 20th, 2022 | 492 Views
This article provides steps to update pledge options for a donor in the directory...
Directory | 0 Likes
June 27th, 2022 | 521 Views
This article provides steps for a Giving Administrator to cancel a pledge in the ...
Directory | 0 Likes
August 9th, 2022 | 542 Views
This article provides steps for a Giving Administrator to edit a pledge in the di...
Directory | 0 Likes
March 22nd, 2023 | 543 Views
This article provides steps for a Giving Administrator to view pledge in the dire...
Directory | 0 Likes
April 20th, 2022 | 451 Views
This article provides information about automatically assigning envelope numbers ...
Directory | 1 Like
February 10th, 2023 | 837 Views
This article provides steps to run a tax report for a family or member from the D...
Directory | 1 Like
April 7th, 2022 | 319 Views
This article provides the general requirements for fields that need to be include...
Directory | 0 Likes
April 20th, 2022 | 449 Views
This article provides information about Member Types. There are five Member Type...
Directory | 0 Likes
October 14th, 2022 | 461 Views
This article provides steps to change the head of household in Directory. A staff...
Directory | 0 Likes
October 17th, 2022 | 644 Views
This article provides steps to Search for a Family or Member in the Directory. Th...
Directory | 0 Likes
May 31st, 2023 | 383 Views
This article provides steps to import Tags and Notes. Church Manager customers ca...
Directory | 0 Likes
November 3rd, 2022 | 514 Views
This article provides steps to annul the Marriage Sacrament in the system. The Ma...
Directory | 0 Likes
June 24th, 2022 | 465 Views
This article provides information about the Marriage Sacrament. The Marriage Sacr...
Directory | 1 Like
July 25th, 2022 | 399 Views
This article describes how to create a generic export. If your online giving syst...
Directory | 0 Likes
September 20th, 2022 | 509 Views
This article provides steps to locate a registration link to give to families to ...
Directory | 0 Likes
April 20th, 2022 | 521 Views
This article provides information on attributes for Directory Settings. Learn mor...
Directory | 0 Likes
February 21st, 2023 | 717 Views
This article provides steps to request information from a member to update Direct...
Directory | 0 Likes
February 21st, 2023 | 509 Views
This article provides information on how Directory members verify their family in...
Directory | 0 Likes
February 23rd, 2023 | 1011 Views
This article provides steps to track a member separately. When a Directory member...
Directory | 0 Likes
November 22nd, 2022 | 457 Views
This article provides steps to run a Parish Statistics report. Staff can run a Pa...
Directory | 0 Likes
May 2nd, 2023 | 604 Views
This article provides information on how to download a file to create mailing lab...
Directory | 0 Likes
October 21st, 2022 | 424 Views
This article provides steps to update employment in Directory. A staff member can...
Directory | 0 Likes
October 21st, 2022 | 391 Views
This article provides steps to update a member demographics in Directory. A staff...
Directory | 0 Likes
October 14th, 2022 | 598 Views
This article provides steps to update a member’s contact information. Here are th...
Directory | 0 Likes
October 14th, 2022 | 556 Views
This article provides steps to Change a Member Type within Directory. There are f...
Directory | 1 Like
October 10th, 2022 | 447 Views
This article describes how to update a Member Name. Some circumstances may requi...
Directory | 0 Likes
October 14th, 2022 | 411 Views
This article provides steps to change the family phone number in Directory. A pri...
Directory | 0 Likes
October 31st, 2022 | 485 Views
This article describes how to identify Families who are Active Contributors. Acti...
Directory | 0 Likes
May 2nd, 2023 | 479 Views
This article provides information about the contributions chart for families and ...
Directory | 0 Likes
May 3rd, 2023 | 524 Views
This article provides steps to run a Sacraments Report. The Sacraments Report lis...
Directory | 1 Like
March 16th, 2023 | 705 Views
This article provides steps to run a Family Contributions Report. A staff member ...
Directory | 1 Like
May 1st, 2023 | 533 Views
This article provides information about family status options that can be set for...
Directory | 1 Like
April 20th, 2022 | 326 Views
Directory will notify you if you try to add a family that has the same address as...
Directory | 0 Likes
May 1st, 2023 | 570 Views
This article provides steps to run a Member List report. A Staff member can run a...
Directory | 0 Likes
May 22nd, 2023 | 488 Views
This article provides information about the types of reports that can be run from...
Directory | 0 Likes
April 20th, 2022 | 472 Views
Tags are the best way to keep track of families and members in the system. With t...
Directory | 0 Likes
May 1st, 2023 | 564 Views
This article describes how to export the contact information of members or famili...
Directory | 0 Likes
October 11th, 2022 | 737 Views
This article provides steps to access Quick Tasks and links to more information a...
Directory | 0 Likes
May 2nd, 2023 | 846 Views
This article provides information about the Filters in Quick Tasks. Create groups...
Directory | 1 Like
October 14th, 2022 | 669 Views
This article provides steps to change or edit the Family Name in Directory. The f...
Directory | 0 Likes
June 3rd, 2022 | 544 Views
This article provides information about the Activity card in Directory, and steps...
Directory | 2 Likes
February 10th, 2023 | 508 Views
This article provides steps to send Group Messages. Sending a group message is an...
Directory | 1 Like
May 2nd, 2023 | 581 Views
This article provides information about tags and steps to add tags. Tags are the ...
Directory | 3 Likes
October 25th, 2022 | 502 Views
This article provides information about how to add public and private notes in Di...
Directory | 1 Like
April 21st, 2023 | 926 Views
This article provides steps to import contributions for online giving transaction...
Directory | 0 Likes
October 20th, 2022 | 459 Views
This article provides steps to perform the Life Event called Perform Divorce in t...
Directory | 0 Likes
October 14th, 2022 | 679 Views
This article describes steps to deactivate a family in Directory. When a member o...
Directory | 1 Like
October 19th, 2022 | 439 Views
This article describes steps to reactivate a member in Directory. Families or Me...
Directory | 0 Likes
October 21st, 2022 | 539 Views
This article provides steps to delete a Member or Family. A staff member would de...
Directory | 1 Like
June 9th, 2023 | 540 Views
This article provides steps to add a sacrament to a member in the system. You ca...
Directory | 0 Likes
October 31st, 2022 | 563 Views
This article provides information on how to activate automatically sending starte...
Directory | 1 Like
April 11th, 2023 | 724 Views
This article provides steps to match (or ignore) an Online Giving account with a ...
Directory | 0 Likes
October 19th, 2022 | 520 Views
This article describes the changes that occur on an account when a person is mark...
Directory | 1 Like
January 24th, 2023 | 535 Views
This article provides steps to complete the Perform Marriage Life Event in the sy...
Directory | 0 Likes
April 25th, 2023 | 634 Views
This article provides information about and steps to verify address changes. To h...
Directory | 0 Likes
August 24th, 2022 | 273 Views
This article provides information on Directory Accounts and Public Accounts and w...
Directory | 0 Likes
April 13th, 2022 | 278 Views
From either the family card or the member card you can add a photo. Select an ima...
Directory | 0 Likes
August 10th, 2022 | 577 Views
This article provides steps to set an envelope number for a family from the famil...
Directory | 0 Likes
May 2nd, 2023 | 435 Views
This article provides steps to add a member to a family in Directory. You can use...
Directory | 0 Likes
October 14th, 2022 | 438 Views
This article provides steps to add an alternate address in Directory. For familie...
Directory | 0 Likes
May 2nd, 2023 | 754 Views
This article explains how to Add a New Family to Directory. When a new family joi...
Directory | 4 Likes
May 18th, 2023 | 576 Views
This article provides the steps to auto increment envelope numbers in the setting...
Directory | 0 Likes
October 25th, 2022 | 279 Views
This article provides information about Public and Private Notes. Notes are eithe...
Directory | 0 Likes
October 5th, 2022 | 161 Views
This article covers steps to change the family name after you have Searched for a...
Directory | 0 Likes
June 27th, 2022 | 574 Views
This article provides the steps to Edit the Clergy Name in the Settings Directory...
Directory | 0 Likes
October 31st, 2022 | 590 Views
This article provides information about adding a family to an envelope list. All ...
Directory | 8 Likes
August 12th, 2022 | 599 Views
This article provides steps to edit a customized pledge statement email. A staff ...
Directory | 0 Likes
October 10th, 2022 | 498 Views
This article provides information about families using a provided link to registe...
Directory | 1 Like
October 5th, 2022 | 505 Views
This article provides information and steps for how the Formal Name, Informal Nam...
Directory | 0 Likes
January 12th, 2023 | 426 Views
This article provides information about the Directory Dashboard. Access Directory...
Directory | 0 Likes
February 22nd, 2023 | 719 Views
This article provides steps to grant user permissions when adding a new user. An ...
Directory | 1 Like
May 22nd, 2023 | 377 Views
This article provides links to more information about Directory. Dashboard Search...
Directory | 1 Like
November 15th, 2022 | 433 Views
This article provides steps to edit physical contributions in the Directory. Staf...
Directory | 0 Likes
August 8th, 2022 | 403 Views
This article provides steps to delete physical contributions in the Directory. An...
Directory | 0 Likes
August 17th, 2022 | 268 Views
This article provides steps to delete a sacrament. A staff member may need to del...
Directory | 1 Like
May 8th, 2023 | 353 Views
This article provides steps to request family information to update Directory usi...
Directory | 0 Likes
October 14th, 2022 | 277 Views
This article provides steps to set a Registration Date for a family in Directory....
Directory | 0 Likes
October 14th, 2022 | 273 Views
This article provides steps to update an address in Directory. A staff member can...
Directory | 0 Likes
October 14th, 2022 | 246 Views
This article provides steps to change the envelope number in Directory. A staff m...
Directory | 0 Likes
October 14th, 2022 | 223 Views
This article provides steps to remove a Registration Date for a family in Directo...
Directory | 0 Likes
October 14th, 2022 | 256 Views
This article provides information on how to reactivate a family that was previous...
Directory | 0 Likes
October 14th, 2022 | 144 Views
This article provides steps to delete an alternate address in Directory. An Alter...
Directory | 0 Likes
October 14th, 2022 | 248 Views
This article provides information on viewing a family's mailing system address in...
Directory | 0 Likes
October 21st, 2022 | 221 Views
This article provides steps to update a safe environment certification in Directo...
Directory | 0 Likes
October 25th, 2022 | 312 Views
This article provides steps to delete public and private notes in Directory. Note...
Directory | 0 Likes
May 16th, 2023 | 259 Views
This article provides steps to edit public and private notes in Directory. Notes ...
Directory | 0 Likes
October 31st, 2022 | 235 Views
This article provides steps to delete envelope lists from the system. Staff can d...
Directory | 1 Like
November 3rd, 2022 | 131 Views
This article provides steps to update baptismal information for the First Communi...
Directory | 0 Likes
October 28th, 2022 | 117 Views
This article provides steps to update participants for the First Communion Sacram...
Directory | 0 Likes
October 28th, 2022 | 271 Views
This article provides steps to update general information for the First Communion...
Directory | 0 Likes
October 28th, 2022 | 115 Views
This article provides steps to update registry information for the First Communio...
Directory | 0 Likes
October 28th, 2022 | 127 Views
This article provides steps to delete the First Communion Sacrament record. Staff...
Directory | 0 Likes
November 2nd, 2022 | 189 Views
This article provides steps to update birth information for the Baptism Sacrament...
Directory | 0 Likes
November 3rd, 2022 | 200 Views
This article provides steps to update registry information for the Baptism Sacram...
Directory | 0 Likes
November 3rd, 2022 | 199 Views
This article provides steps to update participants information for the Baptism Sa...
Directory | 0 Likes
November 3rd, 2022 | 256 Views
This article provides steps to update general information for the Baptism Sacrame...
Directory | 0 Likes
November 3rd, 2022 | 201 Views
This article provides steps to delete the Baptism Sacrament record. Staff can del...
Directory | 0 Likes
November 3rd, 2022 | 107 Views
This article provides steps to update the groom's information for the Marriage Sa...
Directory | 0 Likes
November 3rd, 2022 | 122 Views
This article provides steps to update participants for the Marriage Sacrament. St...
Directory | 0 Likes
November 3rd, 2022 | 118 Views
This article provides steps to update the bride's information for the Marriage Sa...
Directory | 0 Likes
November 3rd, 2022 | 93 Views
This article provides steps to update registry information for the Marriage Sacra...
Directory | 0 Likes
November 3rd, 2022 | 226 Views
This article provides steps to update general information for the Marriage Sacram...
Directory | 0 Likes
November 11th, 2022 | 112 Views
This article provides steps to delete the Marriage Sacrament record. Staff can de...
Directory | 0 Likes
November 4th, 2022 | 215 Views
This article provides steps to update general information for the Confirmation Sa...
Directory | 0 Likes
November 4th, 2022 | 108 Views
This article provides steps to update baptismal information for the Confirmation ...
Directory | 0 Likes
November 4th, 2022 | 118 Views
This article provides steps to update participants for the Confirmation Sacrament...
Directory | 0 Likes
November 4th, 2022 | 105 Views
This article provides steps to update registry information for the Confirmation S...
Directory | 0 Likes
November 4th, 2022 | 119 Views
This article provides steps to delete the Confirmation Sacrament record. Staff ca...
Directory | 0 Likes
November 4th, 2022 | 213 Views
This article provides steps to update general information for the Anointing of th...
Directory | 0 Likes
November 4th, 2022 | 116 Views
This article provides steps to update participants for the Anointing of the Sick ...
Directory | 0 Likes
November 7th, 2022 | 136 Views
This article provides steps to delete the Anointing of the Sick Sacrament record....
Directory | 0 Likes
November 7th, 2022 | 123 Views
This article provides steps to update registry information for the Anointing of t...
Directory | 0 Likes
November 8th, 2022 | 224 Views
This article provides steps to move a person to another family in Directory. A st...
Directory | 0 Likes
November 10th, 2022 | 128 Views
This article provides steps to update general information for the Penance Sacrame...
Directory | 0 Likes
November 10th, 2022 | 96 Views
This article provides steps to update participants information for the Penance Sa...
Directory | 0 Likes
November 11th, 2022 | 112 Views
This article provides steps to update registry information for the Penance Sacram...
Directory | 0 Likes
November 11th, 2022 | 114 Views
This article provides steps to delete the Penance Sacrament record. Staff can del...
Directory | 0 Likes
November 14th, 2022 | 139 Views
This article provides information about the Mission Pathways Grow module. Grow he...
Directory | 0 Likes
November 21st, 2022 | 205 Views
This article provides information about when the Giving Data Out of Sync informat...
Directory | 0 Likes
May 24th, 2023 | 285 Views
This article provides steps to merge families in Directory. You can merge two fam...
Directory | 0 Likes
January 23rd, 2023 | 215 Views
This article provides steps to merge member accounts in Directory. To help you re...
Directory | 0 Likes
May 26th, 2023 | 68 Views
This article provides the steps to run an Envelope List report from either the E...
Directory | 0 Likes
December 8th, 2022 | 225 Views
This article provides steps to remove track separately from a member to begin tra...
Directory | 0 Likes
December 8th, 2022 | 231 Views
This article provides information on how to view a new registration in Directory ...
Directory | 0 Likes