Then you’ll have a CSV file you can use to do a mail merge in Word or another program.
Adding a child is easy. From the “Family Members” screen select “Add Family Member” from the kebab menu.
Then follow these instructions.
To add a new family, click on “add family” from the dashboard card and follow these instructions!
In Giving select “Match Accounts” to match any unmatched accounts to Directory.
The following are the current naming conventions:
The family naming conventions are used on labels, letters, emails, reports, and OSV mailings.
Each list in Directory will allow you to set the naming convention that you would like to use.
Changing a family naming convention will change how the name will appear 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.
The family Formal Name should be the formal name for the family. For a married couple, it could be Mr. & Mrs. John Doe, and for a single person it could be Mr. John Doe or Ms. Jane Doe, for example.
The family informal name is normally the first and last names of the head of household and spouse, if it applies. An example would be John and Jane Doe.
This should be the family’s last name as known by the parish or diocese. It may not be the last name of all the family members. It is normally the last name of the head of household.
The Family Name field is normally the Family Last Name field with the word family behind it. If the person is single with no other members on the record, you may choose to enter the informal name here also.
A tag is a unique way of organizing and keeping track of your members and families. Use them to mark ministry involvement, interests, special skills, or future information. You create your own tags and the list manages itself. So if the tag isn’t on someone’s card yet, it won’t exist! No need to manage the tag list, it’s one thing that takes care of itself! There’s more information about how to add them and where to use them here.
This yellow line indicates that this member or family has been deactivated and is in the ‘inactive’ state in your directory. For more information click here.
If you are looking for a family’s contributions but see only a blank screen like below
Click back to the family and select Contributions within the family screen. For most directory entries, contributions will be recorded at the family level and be the most accurate place for information.
The system will only allow members under the age of 18 to be marked as ‘child.’ If you’re registering a family with adult children you can mark them as ‘adult’ or ‘other.’