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Directory Frequently Asked Questions
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Reporting
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Family Envelope Details

Religious Education

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113 Articles in this category.

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Change Family Contact Information in Directory

1606 Views 2 Likes
About the Mission Pathways Grow Module

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

2122 Views 0 Likes
User Permissions and Adding a New User

3348 Views 10 Likes
Directory Settings

1827 Views 0 Likes
About Directory Dashboard

1928 Views 1 Like
Search for a Family or Member in Directory

2573 Views 0 Likes
Giving Data Out of Sync

1319 Views 0 Likes
Quick Tasks: Download Labels

2218 Views 0 Likes
Quick Task: Assign Tag

1758 Views 0 Likes
Quick Tasks: Export Contact Info

2145 Views 0 Likes
Introduction to Quick Tasks

2732 Views 0 Likes
About Filters in Quick Tasks

3229 Views 1 Like
Quick Task: Group Messages

2004 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2024 Views 1 Like
Request Family Information to Update Directory

2616 Views 0 Likes
Change Family Last Name in Directory

2402 Views 0 Likes
Add Tags

2421 Views 6 Likes
Deactivate a Family in Directory

2472 Views 2 Likes
Verify Address Changes from the Post Office

2900 Views 0 Likes
Add New Family to Directory

2963 Views 8 Likes
Add a Family to an Envelope List

2119 Views 10 Likes
View Online and Physical Contributions in Directory

1798 Views 2 Likes
Update a Pledge in Directory

1751 Views 0 Likes
View Pledge Progress in Directory

1975 Views 0 Likes
How Members Verify their Information for Directory

2131 Views 0 Likes
Identify Families who are Active Contributors

1980 Views 2 Likes
Family Statuses

2267 Views 2 Likes
Locate and View Directory Activity

2167 Views 2 Likes
Add Public and Private Notes in Directory

2067 Views 1 Like
Delete a Member or Family

2447 Views 3 Likes
Family Name Style Change

2347 Views 2 Likes
How a Family Registers Using a Provided Link

2531 Views 12 Likes
Locate and Provide a Public Registration Link

1959 Views 2 Likes
Update Additional Pledge Options in the Directory

1720 Views 0 Likes
Cancel a Pledge in Directory

1761 Views 0 Likes
Change Head of Household in Directory

2041 Views 1 Like
About the Contributions Chart for Families and Members

2130 Views 0 Likes
Upload a Family Photo

1043 Views 0 Likes
Add or Update an Alternate Address in Directory

1796 Views 0 Likes
About Public and Private Notes

1386 Views 0 Likes
Approve or Reject a New Registration in Directory

2006 Views 0 Likes
Edit Physical Contributions in the Directory

1861 Views 0 Likes
Delete Physical Contributions in Directory

1811 Views 0 Likes
Change Envelope Number in Directory

1512 Views 0 Likes
Set the Diocesan ID in Directory

1333 Views 0 Likes
Set a Registration Date in Directory

1510 Views 1 Like
Verify Family Information Updates

2151 Views 0 Likes
Remove a Registration in Directory

1179 Views 0 Likes
Reactivate a Family in Directory

1203 Views 0 Likes
Update an Address in Directory

1402 Views 1 Like
View Mailing System Address in Directory

1181 Views 0 Likes
Delete an Alternate Address in Directory

1049 Views 0 Likes
Edit Public and Private Notes in Directory

1413 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2735 Views 0 Likes
Mark as Deceased

3394 Views 4 Likes
Edit the Date of Death

2437 Views 2 Likes
About Member Types

1752 Views 0 Likes
Track Individual Member Separately

3132 Views 0 Likes
Update Employment

1718 Views 0 Likes
Update Member Demographics

1690 Views 0 Likes
Update Member Contact Information

2161 Views 1 Like
Change Member Type

2293 Views 1 Like
Update Member Name

2078 Views 0 Likes
Reactivate a Member in Directory

1149 Views 0 Likes
Match Directory and Public Accounts

2943 Views 3 Likes
What happens to an account when a person is marked as deceased

2001 Views 2 Likes
Directory Accounts and Public Accounts

969 Views 0 Likes
Add Member to Family in Directory

1915 Views 0 Likes
Remove Track Separately

1558 Views 0 Likes
Deactivate a Member in Directory

1889 Views 0 Likes
Update Safe Environment Certification in Directory

1385 Views 0 Likes
Move Member to Another Family

1641 Views 0 Likes
Add and View a Sacrament

2495 Views 3 Likes
Perform Annulment

1818 Views 0 Likes
Marriage Sacrament

1741 Views 2 Likes
Perform Divorce

1951 Views 1 Like
Perform Marriage

1970 Views 0 Likes
Printable Blank Sacrament Certificates

1665 Views 5 Likes
Delete a Sacrament

1221 Views 1 Like
Penance Update General Information

1047 Views 0 Likes
Penance Update Participants

733 Views 0 Likes
Penance Update Registry Information

686 Views 0 Likes
Download Sacramental Certificates from Directory

1058 Views 4 Likes
ParishSoft IQ & Non-IQ Export Differences

1022 Views 0 Likes
File Import for Tags and Notes

1929 Views 1 Like
Create an Export from Online Giving Systems

1363 Views 1 Like
Import Contributions for Online Giving Transactions

2741 Views 0 Likes
Run a Tax Report for a Family or Member from the Directory

2803 Views 2 Likes
Parish Statistics Report

1722 Views 1 Like
Member List Report

2761 Views 5 Likes
Directory Reporting Overview

1505 Views 2 Likes
Envelope List Report

1613 Views 4 Likes
Merge Directory Members

1745 Views 0 Likes
Merge Families

1859 Views 1 Like
About Automatically Assigning Envelope Numbers in Directory

1709 Views 1 Like
Activate Envelope Starter Sets

1907 Views 5 Likes
Set Family Envelope Number in Directory

2115 Views 0 Likes
Set Auto-Increment Envelope Number

2137 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

627 Views 0 Likes
Change Name Style of an Envelope List

1222 Views 0 Likes
Delete Envelope Lists

1296 Views 1 Like
Family List Report

1288 Views 0 Likes
Edit User Permissions

1681 Views 2 Likes
Remove a User

1775 Views 0 Likes
Quick Task: Add to Envelope List

2918 Views 0 Likes
Quick Task: Replace Envelope List

2030 Views 0 Likes
Update Baptism Sacrament

280 Views 0 Likes
Update Confirmation Sacrament

271 Views 0 Likes
Update First Communion Sacrament

276 Views 0 Likes
Update Marriage Sacrament

324 Views 0 Likes
Update Anointing of the Sick Sacrament

244 Views 0 Likes
Edit Member External ID

57 Views 0 Likes

Select an article category:

Directory Frequently Asked Questions

25 Articles
Setup and Overview

6 Articles
Dashboard

6 Articles
Quick Tasks

9 Articles
Family Details

42 Articles
Member Details

24 Articles
Sacraments

17 Articles
Import and Export

4 Articles
Reporting

7 Articles
Merge Operations

2 Articles
Family Envelope Details

8 Articles

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