Directory

• View Physical Contributions in the Directory

  August 8th, 2022 | 116 Views

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

  Directory | 1 Like

• Link Accounts from the Directory to a New Managed Account

  August 8th, 2022 | 145 Views

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

  Directory

• Mark as Deceased

  August 8th, 2022 | 152 Views

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

  Directory

• Edit the Date of Death

  April 20th, 2022 | 123 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 | 96 Views

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

  Directory

• Cancel a Pledge in the Directory

  June 27th, 2022 | 105 Views

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

  Directory

• Update a Pledge in the Directory

  August 9th, 2022 | 109 Views

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

  Directory

• View Pledge Progress in the Directory

  August 9th, 2022 | 91 Views

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

  Directory

• About Automatically Assigning Envelope Numbers in Directory

  April 20th, 2022 | 89 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

  August 9th, 2022 | 160 Views

  This article provides steps to run a tax report for a family or individual member...

  Directory

• ParishSoft IQ & Non-IQ Export Differences

  April 7th, 2022 | 63 Views

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

  Directory

• About Member Types

  April 20th, 2022 | 87 Views

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

  Directory

• Change Head of Household

  May 23rd, 2022 | 66 Views

  This article covers steps to change the Head of Household after having Searched f...

  Directory

• Search for a Family or Member in Directory

  August 10th, 2022 | 116 Views

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

  Directory

• File Import for Tags and Notes

  June 6th, 2022 | 83 Views

  This article provides steps to import Tags and Notes. Tags and Notes are imported...

  Directory

• Perform Annulment

  June 23rd, 2022 | 72 Views

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

  Directory

• Marriage Sacrament

  June 24th, 2022 | 82 Views

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

  Directory

• Create an Export from Online Giving Systems

  July 25th, 2022 | 67 Views

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

  Directory

• Run a Tax Report from the Reporting Menu

  July 22nd, 2022 | 72 Views

  This article provides steps to run a Tax Report from the Reporting menu. A separa...

  Directory

• Locate and Provide a Public Registration Link

  June 10th, 2022 | 84 Views

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

  Directory

• Directory Settings

  April 20th, 2022 | 79 Views

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

  Directory

• Request Updated Information for Directory

  June 17th, 2022 | 119 Views

  This article provides steps to request information from an individual, or for gro...

  Directory

• About Verifying and Updating Member Information

  June 24th, 2022 | 84 Views

  This article provides information on verifying and updating member information. W...

  Directory

• Track Individuals Separately

  May 5th, 2022 | 147 Views

  This article provides steps to track a member separately and also to remove track...

  Directory

• Parish Statistics Report

  April 13th, 2022 | 78 Views

  This article provides steps to run a Parish Statistics report. The Parish Statist...

  Directory

• Quick Tasks: Download Labels

  July 29th, 2022 | 113 Views

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

  Directory

• Update Employment

  April 13th, 2022 | 71 Views

  To update the employment information for a member, click on the kebab menu on the...

  Directory

• Update Member Demographics

  April 22nd, 2022 | 66 Views

  To update the demographics of a member such as Date of Birth, Gender, Marital Sta...

  Directory

• Update Member Contact Information

  April 13th, 2022 | 79 Views

  To update a member’s phone number or email, click on the kebab menu on their memb...

  Directory

• Change Member Type

  June 27th, 2022 | 119 Views

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

  Directory | 1 Like

• Update Member Name

  April 20th, 2022 | 71 Views

  This article describes how to update the Member Name.  There are circumstances th...

  Directory

• Family Phone

  April 22nd, 2022 | 65 Views

  You can enter a phone number for the family that will display on the family card ...

  Directory

• Identify Families that are Active Contributors

  April 20th, 2022 | 90 Views

  This article describes how to identify Families that are Active Contributors. “Ac...

  Directory

• Contributions Chart for Families and Members

  April 20th, 2022 | 65 Views

  Contributions and Online Giving Public Accounts can be attributed to either the f...

  Directory

• Sacraments Report

  April 20th, 2022 | 73 Views

  This article provides steps to run a Sacraments list report. The “Sacraments List...

  Directory

• Family Contributions Report

  April 20th, 2022 | 89 Views

  This article provides steps to run a Family Contributions Report. You can quickly...

  Directory

• Family Statuses

  April 20th, 2022 | 80 Views

  There are a few family status options that you can set for Directory families. Th...

  Directory | 1 Like

• Duplicate Addresses

  April 20th, 2022 | 50 Views

  Directory will notify you if you try to add a family that has the same address as...

  Directory

• Member List Report

  August 9th, 2022 | 105 Views

  This article provides steps to run a Member List report. An Admin can run a Membe...

  Directory

• Directory Reporting Overview

  May 5th, 2022 | 67 Views

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

  Directory

• Quick Task: Assign Tag

  April 20th, 2022 | 82 Views

  Tags are the best way to keep track of families and members in the system. With t...

  Directory

• Quick Tasks: Export Contact Info

  April 13th, 2022 | 94 Views

  You can export the contact info of individual members or families via the quick t...

  Directory

• Introduction to Quick Tasks

  August 9th, 2022 | 127 Views

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

  Directory

• About Filters in Quick Tasks

  July 18th, 2022 | 189 Views

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

  Directory | 1 Like

• Change or Edit the Family Name

  June 16th, 2022 | 129 Views

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

  Directory

• Viewing Contributions

  April 13th, 2022 | 44 Views

  All contributions (donations and payments) for members of a household as well as ...

  Directory

• Recording Contributions

  April 22nd, 2022 | 70 Views

  To post contributions for the week, begin by clicking on “Giving” from the main O...

  Directory

• Locate and View Directory Activity

  June 3rd, 2022 | 96 Views

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

  Directory

• Quick Task: Group Messages

  August 10th, 2022 | 97 Views

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

  Directory | 1 Like

• Tags

  April 20th, 2022 | 83 Views

  Tags are the best way to organize people in the system. You can tag both individu...

  Directory

• Public and Private Notes

  May 16th, 2022 | 77 Views

  Notes can be added to individual members or to families. They can be public (mean...

  Directory

• Import Contributions for Online Giving Transactions

  August 4th, 2022 | 201 Views

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

  Directory

• Move Member to An Existing Family

  April 20th, 2022 | 72 Views

  If the family you want to move a member to is already in the system, follow the s...

  Directory

• Perform Divorce

  June 23rd, 2022 | 74 Views

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

  Directory

• Moving a Member to a New Family

  April 20th, 2022 | 95 Views

  You can move adults or children to a new family. Members can be moved into an exi...

  Directory

• Deactivate a Family

  April 13th, 2022 | 107 Views

  When a family moves away, it’s easy to deactivate them in the system. When the fa...

  Directory | 1 Like

• Deactivate a Member

  April 20th, 2022 | 66 Views

  When a member of a family no longer lives in the same house, we recommend making ...

  Directory

• Delete a Member or Family

  August 17th, 2022 | 93 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 24th, 2022 | 87 Views

  This article provides steps to add and view a Sacrament in the system.  The admin...

  Directory

• Starter Sets

  May 13th, 2022 | 91 Views

  You can configure the system to automatically send starter sets to new members by...

  Directory

• Match Directory and Public Accounts

  August 2nd, 2022 | 104 Views

  This article provides steps to match or rematch an account. When a parishioner or...

  Directory

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

  August 10th, 2022 | 103 Views

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

  Directory

• Perform Marriage

  June 24th, 2022 | 90 Views

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

  Directory

• Address Changes

  April 20th, 2022 | 86 Views

  When a new address is presented by the Postal System, it will appear in a few way...

  Directory

• Directory Accounts and Public Accounts

  July 25th, 2022 | 54 Views

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

  Directory

• Uploading a Family or Member Photo

  April 13th, 2022 | 49 Views

  From either the family card or the member card you can add a photo. Select an ima...

  Directory

• Setting an Envelope Number

  August 10th, 2022 | 127 Views

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

  Directory

• Diocesan ID

  April 13th, 2022 | 62 Views

  Each family has a unique Envelope Number when registered. If a secondary Diocesan...

  Directory

• Register Family

  April 13th, 2022 | 105 Views

  A family does not have to be marked as “Registered” to be part of your Directory....

  Directory

• Family & Member Screen Overview

  May 16th, 2022 | 49 Views

  Watch a Tour of the Family & Member Screens. Individual aspects will be linke...

  Directory

• Add a Child to a Family

  April 22nd, 2022 | 49 Views

  If you did not add all members to the family when creating the Family  you can ad...

  Directory

• Adding an Alternate Address

  April 13th, 2022 | 64 Views

  For families that have a different summer or winter address, or just a temporary ...

  Directory

• Add New Family or Household

  June 16th, 2022 | 148 Views

  This article explains how to Add a New Family or Household to the OSV Directory. ...

  Directory

• Edit Envelope Number from Directory Settings

  August 10th, 2022 | 138 Views

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

  Directory

• About Public and Private Notes

  May 24th, 2022 | 37 Views

  This article explains how Public and Private Notes can be added to Individual Mem...

  Directory

• Customize Name Style

  May 17th, 2022 | 56 Views

  This article provides information on Customizing Name Styles. The Formal Name, th...

  Directory

• Edit Clergy Name

  June 27th, 2022 | 93 Views

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

  Directory

• How Donors Download Tax Statements

  August 17th, 2022 | 76 Views

  This article provides steps for a Donor to download their own tax statements. Don...

  Directory

• Adding a Family to an Envelope List

  April 20th, 2022 | 105 Views

  All of your OSV Mailing Lists will be managed within OSV Directory. After you add...

  Directory | 4 Likes

• Edit a Customized Pledge Statement Email

  August 12th, 2022 | 84 Views

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

  Directory

• Register a Family in Directory

  June 7th, 2022 | 47 Views

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

  Directory

• Certificate Resources

  June 7th, 2022 | 56 Views

  Below is a list of sacrament certificates provided by OSV. Attached Files # File ...

  Directory

• Name Style Change

  June 16th, 2022 | 72 Views

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

  Directory

• About Directory Dashboard

  June 9th, 2022 | 61 Views

  This article provides information about Directory Dashboard. Click into Directory...

  Directory

• User Permissions and Adding a New User

  July 15th, 2022 | 144 Views

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

  Directory

• Getting Started with Directory

  June 16th, 2022 | 57 Views

  This article provides links to more information about Directory. Add a New Family...

  Directory

• Edit Physical Contributions in the Directory

  August 8th, 2022 | 12 Views

  This article provides steps to edit or delete physical contributions in the Direc...

  Directory

• Delete Physical Contributions in the Directory

  August 8th, 2022 | 10 Views

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

  Directory

• Delete a Sacrament

  August 17th, 2022 | 5 Views

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

  Directory