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Religious Education

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Directory Frequently Asked Questions
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Religious Education

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Mission Pathways

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134 Articles in this category.

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Change Family Contact Information in Directory

719 Views 2 Likes
Delete Public and Private Notes in Directory

607 Views 0 Likes
About the Mission Pathways Grow Module

316 Views 0 Likes
Add, Edit, or Delete Clergy Name

950 Views 0 Likes
User Permissions and Adding a New User

1264 Views 3 Likes
Directory Settings

795 Views 0 Likes
About Directory Dashboard

725 Views 0 Likes
Search for a Family or Member in Directory

1094 Views 0 Likes
Giving Data Out of Sync

459 Views 0 Likes
Quick Tasks: Download Labels

988 Views 0 Likes
Quick Task: Assign Tag

769 Views 0 Likes
Quick Tasks: Export Contact Info

957 Views 0 Likes
Introduction to Quick Tasks

1237 Views 0 Likes
About Filters in Quick Tasks

1486 Views 1 Like
Quick Task: Group Messages

847 Views 1 Like
Request Family Information for Directory Using Filtered Groups

723 Views 0 Likes
Request Family Information to Update Directory

1134 Views 0 Likes
Change Family Last Name in Directory

1094 Views 0 Likes
Add Tags

984 Views 5 Likes
Deactivate a Family in Directory

1103 Views 1 Like
Verify Address Changes from the Post Office

994 Views 0 Likes
Add New Family to Directory

1283 Views 5 Likes
Adding a Family to an Envelope List

970 Views 9 Likes
View Online and Physical Contributions in Directory

851 Views 1 Like
Update a Pledge in the Directory

884 Views 0 Likes
View Pledge Progress in Directory

886 Views 0 Likes
How Members Verify their Information for Directory

924 Views 0 Likes
Identify Families who are Active Contributors

884 Views 0 Likes
Family Statuses

904 Views 1 Like
Locate and View Directory Activity

899 Views 2 Likes
Add Public and Private Notes in Directory

860 Views 1 Like
Delete a Member or Family

947 Views 1 Like
Name Style Change

926 Views 0 Likes
How a Family Registers Using a Provided Link

886 Views 2 Likes
Locate and Provide a Public Registration Link

817 Views 0 Likes
Update Additional Pledge Options in the Directory

808 Views 0 Likes
Cancel a Pledge in Directory

834 Views 0 Likes
Change Head of Household in Directory

837 Views 0 Likes
About the Contributions Chart for Families and Members

875 Views 0 Likes
Uploading a Family or Member Photo

456 Views 0 Likes
Add or Update an Alternate Address in Directory

675 Views 0 Likes
About Public and Private Notes

496 Views 0 Likes
Approve or Deny a New Registration in Directory

636 Views 0 Likes
Edit Physical Contributions in the Directory

778 Views 0 Likes
Delete Physical Contributions in the Directory

735 Views 0 Likes
Change Envelope Number in Directory

478 Views 0 Likes
Set the Diocesan ID in Directory

345 Views 0 Likes
Set a Registration Date in Directory

574 Views 0 Likes
Verify Family Information Updates

677 Views 0 Likes
Remove a Registration in Directory

434 Views 0 Likes
Reactivate a Family in Directory

469 Views 0 Likes
Update an Address in Directory

491 Views 0 Likes
View Mailing System Address in Directory

444 Views 0 Likes
Delete an Alternate Address in the Directory

281 Views 0 Likes
Edit Public and Private Notes in Directory

518 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

1302 Views 0 Likes
Mark as Deceased

1423 Views 2 Likes
Edit the Date of Death

1033 Views 2 Likes
About Member Types

764 Views 0 Likes
Track Individuals Separately

1549 Views 0 Likes
Update Employment

742 Views 0 Likes
Update Member Demographics

708 Views 0 Likes
Update Member Contact Information

1030 Views 0 Likes
Change Member Type

944 Views 1 Like
Update Member Name

842 Views 0 Likes
Reactivate a Member in Directory

594 Views 0 Likes
Match Directory and Public Accounts

1291 Views 1 Like
What happens to an account when a person is marked as deceased

904 Views 1 Like
Directory Accounts and Public Accounts

420 Views 0 Likes
Add Member to Family in Directory

797 Views 0 Likes
Remove Track Separately

567 Views 0 Likes
Deactivate a Member in Directory

560 Views 0 Likes
Update Safe Environment Certification in Directory

498 Views 0 Likes
Move to Another Family

524 Views 0 Likes
Add and View a Sacrament

993 Views 2 Likes
Marriage Perform Annulment

829 Views 0 Likes
Marriage Sacrament

790 Views 1 Like
Perform Divorce

789 Views 0 Likes
Perform Marriage

896 Views 0 Likes
Printable Blank Sacrament Certificates

484 Views 2 Likes
Delete a Sacrament

480 Views 1 Like
First Communion Update General Information

543 Views 0 Likes
First Communion Update Baptismal Information

261 Views 0 Likes
First Communion Update Participants

243 Views 0 Likes
First Communion Update Registry Information

237 Views 0 Likes
Delete the First Communion Sacrament Record

250 Views 0 Likes
Baptism Update General Information

521 Views 0 Likes
Baptism Update Birth Information

429 Views 0 Likes
Baptism Update Participants

415 Views 0 Likes
Baptism Update Registry Information

440 Views 0 Likes
Delete the Baptism Sacrament Record

431 Views 0 Likes
Marriage Update General Information

474 Views 0 Likes
Marriage Update Participants

240 Views 0 Likes
Marriage Update Groom Information

239 Views 0 Likes
Marriage Update Bride Information

253 Views 0 Likes
Marriage Update Registry

222 Views 0 Likes
Delete the Marriage Sacrament Record

239 Views 0 Likes
Confirmation Update General Information

479 Views 0 Likes
Confirmation Update Baptismal Information

238 Views 0 Likes
Confirmation Update Participants

242 Views 0 Likes
Confirmation Update Registry Information

239 Views 0 Likes
Delete the Confirmation Sacrament

254 Views 0 Likes
Anointing of the Sick Update General Information

488 Views 0 Likes
Anointing of the Sick Update Participants

239 Views 0 Likes
Anointing of the Sick Update Registry Information

240 Views 0 Likes
Delete the Anointing of the Sick Sacrament

261 Views 0 Likes
Penance Update General Information

322 Views 0 Likes
Penance Update Participants

229 Views 0 Likes
Penance Update Registry Information

234 Views 0 Likes
Delete the Penance Sacrament Record

250 Views 0 Likes
Download Sacramental Certificates from Directory

265 Views 2 Likes
ParishSoft IQ & Non-IQ Export Differences

485 Views 0 Likes
File Import for Tags and Notes

720 Views 0 Likes
Create an Export from Online Giving Systems

604 Views 0 Likes
Import Contributions for Online Giving Transactions

1373 Views 0 Likes
Run a Tax Report for a Family or Member from the Directory

1289 Views 1 Like
Parish Statistics Report

743 Views 0 Likes
Member List Report

1084 Views 3 Likes
Directory Reporting Overview

728 Views 0 Likes
Envelope List Report

488 Views 2 Likes
Merge Directory Members

587 Views 0 Likes
Merge Families

643 Views 0 Likes
About Automatically Assigning Envelope Numbers in Directory

768 Views 1 Like
Activate Envelope Starter Sets

884 Views 1 Like
Setting an Envelope Number

938 Views 0 Likes
Edit Envelope Number from Directory Settings

931 Views 0 Likes
Change Envelope List Name on the Envelope List Detail Page

147 Views 0 Likes
Change Name Style on the Envelope List Detail Page

340 Views 0 Likes
Delete Envelope Lists

477 Views 1 Like
Early Access - Track Individuals Separately

118 Views 0 Likes
Early Access - Remove Track Separately

119 Views 0 Likes
Early Access - Change Family Contact Information in Directory

97 Views 0 Likes
Family List Report

103 Views 0 Likes
Early Access - Delete a Member or Family

15 Views 0 Likes

Select an article category:

Directory Frequently Asked Questions

24 Articles
Setup and Overview

4 Articles
Dashboard

3 Articles
Quick Tasks

7 Articles
Family Details

48 Articles
Member Details

28 Articles
Sacraments

39 Articles
Import and Export

4 Articles
Reporting

7 Articles
Merge Operations

2 Articles
Family Envelope Details

7 Articles

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