Directory

• View Online and Physical Contributions in Directory

  February 6th, 2023 | 538 Views

  This article provides steps to view online and physical contributions in Director...

  Directory | 1 Like

• Link Accounts from the Directory to a New Managed Account

  April 20th, 2023 | 789 Views

  This article provides steps to link accounts from the directory to a new managed ...

  Directory | 0 Likes

• Mark as Deceased

  May 18th, 2023 | 853 Views

  This article provides steps to change a person’s status to deceased. When it is n...

  Directory | 2 Likes

• Edit the Date of Death

  October 19th, 2022 | 611 Views

  This article provides steps to edit the date of death after a person has been mar...

  Directory | 1 Like

• Update Additional Pledge Options in the Directory

  April 20th, 2022 | 492 Views

  This article provides steps to update pledge options for a donor in the directory...

  Directory | 0 Likes

• Cancel a Pledge in the Directory

  June 27th, 2022 | 521 Views

  This article provides steps for a Giving Administrator to cancel a pledge in the ...

  Directory | 0 Likes

• Update a Pledge in the Directory

  August 9th, 2022 | 542 Views

  This article provides steps for a Giving Administrator to edit a pledge in the di...

  Directory | 0 Likes

• View Pledge Progress in the Directory

  March 22nd, 2023 | 543 Views

  This article provides steps for a Giving Administrator to view pledge in the dire...

  Directory | 0 Likes

• About Automatically Assigning Envelope Numbers in Directory

  April 20th, 2022 | 451 Views

  This article provides information about automatically assigning envelope numbers ...

  Directory | 1 Like

• Run a Tax Report for a Family or Member from the Directory

  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

• ParishSoft IQ & Non-IQ Export Differences

  April 7th, 2022 | 319 Views

  This article provides the general requirements for fields that need to be include...

  Directory | 0 Likes

• About Member Types

  April 20th, 2022 | 449 Views

  This article provides information about Member Types.  There are five Member Type...

  Directory | 0 Likes

• Change Head of Household in Directory

  October 14th, 2022 | 461 Views

  This article provides steps to change the head of household in Directory. A staff...

  Directory | 0 Likes

• Search for a Family or Member in Directory

  October 17th, 2022 | 644 Views

  This article provides steps to Search for a Family or Member in the Directory. Th...

  Directory | 0 Likes

• File Import for Tags and Notes

  May 31st, 2023 | 383 Views

  This article provides steps to import Tags and Notes. Church Manager customers ca...

  Directory | 0 Likes

• Marriage Perform Annulment

  November 3rd, 2022 | 514 Views

  This article provides steps to annul the Marriage Sacrament in the system. The Ma...

  Directory | 0 Likes

• Marriage Sacrament

  June 24th, 2022 | 465 Views

  This article provides information about the Marriage Sacrament. The Marriage Sacr...

  Directory | 1 Like

• Create an Export from Online Giving Systems

  July 25th, 2022 | 399 Views

  This article describes how to create a generic export. If your online giving syst...

  Directory | 0 Likes

• Locate and Provide a Public Registration Link

  September 20th, 2022 | 509 Views

  This article provides steps to locate a registration link to give to families to ...

  Directory | 0 Likes

• Directory Settings

  April 20th, 2022 | 521 Views

  This article provides information on attributes for Directory Settings. Learn mor...

  Directory | 0 Likes

• Request Family Information to Update Directory

  February 21st, 2023 | 717 Views

  This article provides steps to request information from a member to update Direct...

  Directory | 0 Likes

• How Members Verify their Information for Directory

  February 21st, 2023 | 509 Views

  This article provides information on how Directory members verify their family in...

  Directory | 0 Likes

• Track Individuals Separately

  February 23rd, 2023 | 1011 Views

  This article provides steps to track a member separately. When a Directory member...

  Directory | 0 Likes

• Parish Statistics Report

  November 22nd, 2022 | 457 Views

  This article provides steps to run a Parish Statistics report. Staff can run a Pa...

  Directory | 0 Likes

• Quick Tasks: Download Labels

  May 2nd, 2023 | 604 Views

  This article provides information on how to download a file to create mailing lab...

  Directory | 0 Likes

• Update Employment

  October 21st, 2022 | 424 Views

  This article provides steps to update employment in Directory. A staff member can...

  Directory | 0 Likes

• Update Member Demographics

  October 21st, 2022 | 391 Views

  This article provides steps to update a member demographics in Directory. A staff...

  Directory | 0 Likes

• Update Member Contact Information

  October 14th, 2022 | 598 Views

  This article provides steps to update a member’s contact information. Here are th...

  Directory | 0 Likes

• Change Member Type

  October 14th, 2022 | 556 Views

  This article provides steps to Change a Member Type within Directory. There are f...

  Directory | 1 Like

• Update Member Name

  October 10th, 2022 | 447 Views

  This article describes how to update a Member Name.  Some circumstances may requi...

  Directory | 0 Likes

• Change Family Phone Number in Directory

  October 14th, 2022 | 411 Views

  This article provides steps to change the family phone number in Directory. A pri...

  Directory | 0 Likes

• Identify Families who are Active Contributors

  October 31st, 2022 | 485 Views

  This article describes how to identify Families who are Active Contributors. Acti...

  Directory | 0 Likes

• About the Contributions Chart for Families and Members

  May 2nd, 2023 | 479 Views

  This article provides information about the contributions chart for families and ...

  Directory | 0 Likes

• Sacraments Report

  May 3rd, 2023 | 524 Views

  This article provides steps to run a Sacraments Report. The Sacraments Report lis...

  Directory | 1 Like

• Family Contributions Report

  March 16th, 2023 | 705 Views

  This article provides steps to run a Family Contributions Report. A staff member ...

  Directory | 1 Like

• Family Statuses

  May 1st, 2023 | 533 Views

  This article provides information about family status options that can be set for...

  Directory | 1 Like

• Duplicate Addresses

  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

• Member List Report

  May 1st, 2023 | 570 Views

  This article provides steps to run a Member List report. A Staff member can run a...

  Directory | 0 Likes

• Directory Reporting Overview

  May 22nd, 2023 | 488 Views

  This article provides information about the types of reports that can be run from...

  Directory | 0 Likes

• Quick Task: Assign Tag

  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

• Quick Tasks: Export Contact Info

  May 1st, 2023 | 564 Views

  This article describes how to export the contact information of members or famili...

  Directory | 0 Likes

• Introduction to Quick Tasks

  October 11th, 2022 | 737 Views

  This article provides steps to access Quick Tasks and links to more information a...

  Directory | 0 Likes

• About Filters in Quick Tasks

  May 2nd, 2023 | 846 Views

  This article provides information about the Filters in Quick Tasks. Create groups...

  Directory | 1 Like

• Change Family Name in Directory

  October 14th, 2022 | 669 Views

  This article provides steps to change or edit the Family Name in Directory. The f...

  Directory | 0 Likes

• Locate and View Directory Activity

  June 3rd, 2022 | 544 Views

  This article provides information about the Activity card in Directory, and steps...

  Directory | 2 Likes

• Quick Task: Group Messages

  February 10th, 2023 | 508 Views

  This article provides steps to send Group Messages. Sending a group message is an...

  Directory | 1 Like

• Add Tags

  May 2nd, 2023 | 581 Views

  This article provides information about tags and steps to add tags. Tags are the ...

  Directory | 3 Likes

• Add Public and Private Notes in Directory

  October 25th, 2022 | 502 Views

  This article provides information about how to add public and private notes in Di...

  Directory | 1 Like

• Import Contributions for Online Giving Transactions

  April 21st, 2023 | 926 Views

  This article provides steps to import contributions for online giving transaction...

  Directory | 0 Likes

• Perform Divorce

  October 20th, 2022 | 459 Views

  This article provides steps to perform the Life Event called Perform Divorce in t...

  Directory | 0 Likes

• Deactivate a Family in Directory

  October 14th, 2022 | 679 Views

  This article describes steps to deactivate a family in Directory. When a member o...

  Directory | 1 Like

• Reactivate a Member in Directory

  October 19th, 2022 | 439 Views

  This article describes steps to reactivate a member in Directory.  Families or Me...

  Directory | 0 Likes

• Delete a Member or Family

  October 21st, 2022 | 539 Views

  This article provides steps to delete a Member or Family. A staff member would de...

  Directory | 1 Like

• Add and View a Sacrament

  June 9th, 2023 | 540 Views

  This article provides steps to add a sacrament to a member in the system.  You ca...

  Directory | 0 Likes

• Activate Envelope Starter Sets

  October 31st, 2022 | 563 Views

  This article provides information on how to activate automatically sending starte...

  Directory | 1 Like

• Match Directory and Public Accounts

  April 11th, 2023 | 724 Views

  This article provides steps to match (or ignore) an Online Giving account with a ...

  Directory | 0 Likes

• What happens to an account when a person is marked as deceased

  October 19th, 2022 | 520 Views

  This article describes the changes that occur on an account when a person is mark...

  Directory | 1 Like

• Perform Marriage

  January 24th, 2023 | 535 Views

  This article provides steps to complete the Perform Marriage Life Event in the sy...

  Directory | 0 Likes

• Verify Address Changes from the Post Office

  April 25th, 2023 | 634 Views

  This article provides information about and steps to verify address changes. To h...

  Directory | 0 Likes

• Directory Accounts and Public Accounts

  August 24th, 2022 | 273 Views

  This article provides information on Directory Accounts and Public Accounts and w...

  Directory | 0 Likes

• Uploading a Family or Member Photo

  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

• Setting an Envelope Number

  August 10th, 2022 | 577 Views

  This article provides steps to set an envelope number for a family from the famil...

  Directory | 0 Likes

• Add Member to Family in Directory

  May 2nd, 2023 | 435 Views

  This article provides steps to add a member to a family in Directory. You can use...

  Directory | 0 Likes

• Add or Update an Alternate Address in Directory

  October 14th, 2022 | 438 Views

  This article provides steps to add an alternate address in Directory. For familie...

  Directory | 0 Likes

• Add New Family to Directory

  May 2nd, 2023 | 754 Views

  This article explains how to Add a New Family to Directory. When a new family joi...

  Directory | 4 Likes

• Edit Envelope Number from Directory Settings

  May 18th, 2023 | 576 Views

  This article provides the steps to auto increment envelope numbers in the setting...

  Directory | 0 Likes

• About Public and Private Notes

  October 25th, 2022 | 279 Views

  This article provides information about Public and Private Notes. Notes are eithe...

  Directory | 0 Likes

• Change Family Name

  October 5th, 2022 | 161 Views

  This article covers steps to change the family name after you have Searched for a...

  Directory | 0 Likes

• Edit Clergy Name

  June 27th, 2022 | 574 Views

  This article provides the steps to Edit the Clergy Name in the Settings Directory...

  Directory | 0 Likes

• Adding a Family to an Envelope List

  October 31st, 2022 | 590 Views

  This article provides information about adding a family to an envelope list. All ...

  Directory | 8 Likes

• Edit a Customized Pledge Statement Email

  August 12th, 2022 | 599 Views

  This article provides steps to edit a customized pledge statement email. A staff ...

  Directory | 0 Likes

• How a Family Registers Using a Provided Link

  October 10th, 2022 | 498 Views

  This article provides information about families using a provided link to registe...

  Directory | 1 Like

• Name Style Change

  October 5th, 2022 | 505 Views

  This article provides information and steps for how the Formal Name, Informal Nam...

  Directory | 0 Likes

• About Directory Dashboard

  January 12th, 2023 | 426 Views

  This article provides information about the Directory Dashboard. Access Directory...

  Directory | 0 Likes

• User Permissions and Adding a New User

  February 22nd, 2023 | 719 Views

  This article provides steps to grant user permissions when adding a new user. An ...

  Directory | 1 Like

• Getting Started with Directory

  May 22nd, 2023 | 377 Views

  This article provides links to more information about Directory. Dashboard Search...

  Directory | 1 Like

• Edit Physical Contributions in the Directory

  November 15th, 2022 | 433 Views

  This article provides steps to edit physical contributions in the Directory. Staf...

  Directory | 0 Likes

• Delete Physical Contributions in the Directory

  August 8th, 2022 | 403 Views

  This article provides steps to delete physical contributions in the Directory. An...

  Directory | 0 Likes

• Delete a Sacrament

  August 17th, 2022 | 268 Views

  This article provides steps to delete a sacrament. A staff member may need to del...

  Directory | 1 Like

• Request Family Information for Directory Using Filtered Groups

  May 8th, 2023 | 353 Views

  This article provides steps to request family information to update Directory usi...

  Directory | 0 Likes

• Set a Registration Date in Directory

  October 14th, 2022 | 277 Views

  This article provides steps to set a Registration Date for a family in Directory....

  Directory | 0 Likes

• Update an Address in Directory

  October 14th, 2022 | 273 Views

  This article provides steps to update an address in Directory. A staff member can...

  Directory | 0 Likes

• Change Envelope Number in Directory

  October 14th, 2022 | 246 Views

  This article provides steps to change the envelope number in Directory. A staff m...

  Directory | 0 Likes

• Remove a Registration in Directory

  October 14th, 2022 | 223 Views

  This article provides steps to remove a Registration Date for a family in Directo...

  Directory | 0 Likes

• Reactivate a Family in Directory

  October 14th, 2022 | 256 Views

  This article provides information on how to reactivate a family that was previous...

  Directory | 0 Likes

• Delete an Alternate Address in the Directory

  October 14th, 2022 | 144 Views

  This article provides steps to delete an alternate address in Directory. An Alter...

  Directory | 0 Likes

• View Mailing System Address in Directory

  October 14th, 2022 | 248 Views

  This article provides information on viewing a family's mailing system address in...

  Directory | 0 Likes

• Update Safe Environment Certification in Directory

  October 21st, 2022 | 221 Views

  This article provides steps to update a safe environment certification in Directo...

  Directory | 0 Likes

• Delete Public and Private Notes in Directory

  October 25th, 2022 | 312 Views

  This article provides steps to delete public and private notes in Directory. Note...

  Directory | 0 Likes

• Edit Public and Private Notes in Directory

  May 16th, 2023 | 259 Views

  This article provides steps to edit public and private notes in Directory. Notes ...

  Directory | 0 Likes

• Delete Envelope Lists

  October 31st, 2022 | 235 Views

  This article provides steps to delete envelope lists from the system. Staff can d...

  Directory | 1 Like

• First Communion Update Baptismal Information

  November 3rd, 2022 | 131 Views

  This article provides steps to update baptismal information for the First Communi...

  Directory | 0 Likes

• First Communion Update Participants

  October 28th, 2022 | 117 Views

  This article provides steps to update participants for the First Communion Sacram...

  Directory | 0 Likes

• First Communion Update General Information

  October 28th, 2022 | 271 Views

  This article provides steps to update general information for the First Communion...

  Directory | 0 Likes

• First Communion Update Registry Information

  October 28th, 2022 | 115 Views

  This article provides steps to update registry information for the First Communio...

  Directory | 0 Likes

• Delete the First Communion Sacrament Record

  October 28th, 2022 | 127 Views

  This article provides steps to delete the First Communion Sacrament record. Staff...

  Directory | 0 Likes

• Baptism Update Birth Information

  November 2nd, 2022 | 189 Views

  This article provides steps to update birth information for the Baptism Sacrament...

  Directory | 0 Likes

• Baptism Update Registry Information

  November 3rd, 2022 | 200 Views

  This article provides steps to update registry information for the Baptism Sacram...

  Directory | 0 Likes

• Baptism Update Participants

  November 3rd, 2022 | 199 Views

  This article provides steps to update participants information for the Baptism Sa...

  Directory | 0 Likes

• Baptism Update General Information

  November 3rd, 2022 | 256 Views

  This article provides steps to update general information for the Baptism Sacrame...

  Directory | 0 Likes

• Delete the Baptism Sacrament Record

  November 3rd, 2022 | 201 Views

  This article provides steps to delete the Baptism Sacrament record. Staff can del...

  Directory | 0 Likes

• Marriage Update Groom Information

  November 3rd, 2022 | 107 Views

  This article provides steps to update the groom's information for the Marriage Sa...

  Directory | 0 Likes

• Marriage Update Participants

  November 3rd, 2022 | 122 Views

  This article provides steps to update participants for the Marriage Sacrament. St...

  Directory | 0 Likes

• Marriage Update Bride Information

  November 3rd, 2022 | 118 Views

  This article provides steps to update the bride's information for the Marriage Sa...

  Directory | 0 Likes

• Marriage Update Registry

  November 3rd, 2022 | 93 Views

  This article provides steps to update registry information for the Marriage Sacra...

  Directory | 0 Likes

• Marriage Update General Information

  November 3rd, 2022 | 226 Views

  This article provides steps to update general information for the Marriage Sacram...

  Directory | 0 Likes

• Delete the Marriage Sacrament Record

  November 11th, 2022 | 112 Views

  This article provides steps to delete the Marriage Sacrament record. Staff can de...

  Directory | 0 Likes

• Confirmation Update General Information

  November 4th, 2022 | 215 Views

  This article provides steps to update general information for the Confirmation Sa...

  Directory | 0 Likes

• Confirmation Update Baptismal Information

  November 4th, 2022 | 108 Views

  This article provides steps to update baptismal information for the Confirmation ...

  Directory | 0 Likes

• Confirmation Update Participants

  November 4th, 2022 | 118 Views

  This article provides steps to update participants for the Confirmation Sacrament...

  Directory | 0 Likes

• Confirmation Update Registry Information

  November 4th, 2022 | 105 Views

  This article provides steps to update registry information for the Confirmation S...

  Directory | 0 Likes

• Delete the Confirmation Sacrament

  November 4th, 2022 | 119 Views

  This article provides steps to delete the Confirmation Sacrament record. Staff ca...

  Directory | 0 Likes

• Anointing of the Sick Update General Information

  November 4th, 2022 | 213 Views

  This article provides steps to update general information for the Anointing of th...

  Directory | 0 Likes

• Anointing of the Sick Update Participants

  November 4th, 2022 | 116 Views

  This article provides steps to update participants for the Anointing of the Sick ...

  Directory | 0 Likes

• Delete the Anointing of the Sick Sacrament

  November 7th, 2022 | 136 Views

  This article provides steps to delete the Anointing of the Sick Sacrament record....

  Directory | 0 Likes

• Anointing of the Sick Update Registry Information

  November 7th, 2022 | 123 Views

  This article provides steps to update registry information for the Anointing of t...

  Directory | 0 Likes

• Move to Another Family

  November 8th, 2022 | 224 Views

  This article provides steps to move a person to another family in Directory. A st...

  Directory | 0 Likes

• Penance Update General Information

  November 10th, 2022 | 128 Views

  This article provides steps to update general information for the Penance Sacrame...

  Directory | 0 Likes

• Penance Update Participants

  November 10th, 2022 | 96 Views

  This article provides steps to update participants information for the Penance Sa...

  Directory | 0 Likes

• Penance Update Registry Information

  November 11th, 2022 | 112 Views

  This article provides steps to update registry information for the Penance Sacram...

  Directory | 0 Likes

• Delete the Penance Sacrament Record

  November 11th, 2022 | 114 Views

  This article provides steps to delete the Penance Sacrament record. Staff can del...

  Directory | 0 Likes

• About the Mission Pathways Grow Module

  November 14th, 2022 | 139 Views

  This article provides information about the Mission Pathways Grow module. Grow he...

  Directory | 0 Likes

• Giving Data Out of Sync

  November 21st, 2022 | 205 Views

  This article provides information about when the Giving Data Out of Sync informat...

  Directory | 0 Likes

• Merge Families

  May 24th, 2023 | 285 Views

  This article provides steps to merge families in Directory. You can merge two fam...

  Directory | 0 Likes

• Merge Directory Members

  January 23rd, 2023 | 215 Views

  This article provides steps to merge member accounts in Directory. To help you re...

  Directory | 0 Likes

• Envelope List Report

  May 26th, 2023 | 68 Views

  This article provides the steps to run an Envelope List report from either the  E...

  Directory | 0 Likes

• Remove Track Separately

  December 8th, 2022 | 225 Views

  This article provides steps to remove track separately from a member to begin tra...

  Directory | 0 Likes

• Approve or Deny a New Registration in Directory

  December 8th, 2022 | 231 Views

  This article provides information on how to view a new registration in Directory ...

  Directory | 0 Likes