OSV Directory

home/Knowledge Base/OSV Directory

Request Updated Information

Within Directory, you can request updated information from members with an email address either individually or for groups of people. The process works the same once the individual receives the email.

Request Updated Information from an Individual

From the Family Screen open the kebab menu and select “Request Updated Information”

The dialogue box indicating which email (the head of household) the email will be sent to will appear. The member can update their information with their unique, time-sensitive link within 14 days of receiving the information. Once they submit their new information an administrator will need to approve it before it becomes part of your directory information.

Request Updated Information from a Group via Quick Tasks

Begin by creating a filter in Quick Tasks, more information in this article about filtering. Then select “Request Updated Info” from the options in the ‘Filtered Results’ card.

Then select “Request Updated Info” and click YES to confirm.

How to Update Your Information (from a family’s perspective) is outlined here.

Confirming or Rejecting Information

When a family has submitted updated information you will see a new card on the Directory Dashboard.

Click on “Verify Changes” to see what was submitted and accept or reject the update. Information that has been changed will appear bolded. You can accept all, select just a few, or reject them individually. Any changes that have been rejected will be deleted from the system, this action cannot be undone.

Updates that are accepted will be noted in the Activity Page for that family.

Overview of Request Updates

https://help.osvhub.com/wp-content/uploads/2020/01/request-updates-video.mp4

Was this helpful?

Yes No
Related Articles
  • Delete Physical Contributions in the Directory
  • View Physical Contributions in the Directory
  • Edit Physical Contributions in the Directory
  • Link Accounts from the Directory to a New Managed Account
  • Mark as Deceased
  • Edit the Date of Death

OSV Directory
  • Delete Physical Contributions in the Directory
  • View Physical Contributions in the Directory
  • Edit Physical Contributions in the Directory
  • Link Accounts from the Directory to a New Managed Account
  • Mark as Deceased
View All 87
Popular Articles
  • General Online Giving Export
  • Download Form Submissions
  • Make a Fund a Featured Fund or Remove a Fund as Featured
  • Refunding a Payment
  • Adding a Family to an Envelope List
KB Categories
  • Getting Started
  • Learn More About Us
  • OSV Billing
  • OSV Directory
  • OSV Envelopes
  • OSV Forms
  • OSV Giving
  • OSV Religious Ed
  • OSV Websites
  • © 2020 OSV Hub. All Rights Reserved.