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Directory Frequently Asked Questions
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Dashboard
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Reporting
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Family Envelope Details

Religious Education

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112 Articles in this category.

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Change Family Contact Information in Directory

1525 Views 2 Likes
About the Mission Pathways Grow Module

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

2009 Views 0 Likes
User Permissions and Adding a New User

3172 Views 9 Likes
Directory Settings

1745 Views 0 Likes
About Directory Dashboard

1838 Views 1 Like
Search for a Family or Member in Directory

2418 Views 0 Likes
Giving Data Out of Sync

1255 Views 0 Likes
Quick Tasks: Download Labels

2073 Views 0 Likes
Quick Task: Assign Tag

1678 Views 0 Likes
Quick Tasks: Export Contact Info

2053 Views 0 Likes
Introduction to Quick Tasks

2599 Views 0 Likes
About Filters in Quick Tasks

3088 Views 1 Like
Quick Task: Group Messages

1918 Views 1 Like
Request Family Information for Directory Using Filtered Groups

1904 Views 1 Like
Request Family Information to Update Directory

2477 Views 0 Likes
Change Family Last Name in Directory

2313 Views 0 Likes
Add Tags

2308 Views 6 Likes
Deactivate a Family in Directory

2338 Views 2 Likes
Verify Address Changes from the Post Office

2779 Views 0 Likes
Add New Family to Directory

2823 Views 8 Likes
Add a Family to an Envelope List

2038 Views 10 Likes
View Online and Physical Contributions in Directory

1708 Views 2 Likes
Update a Pledge in Directory

1684 Views 0 Likes
View Pledge Progress in Directory

1876 Views 0 Likes
How Members Verify their Information for Directory

2034 Views 0 Likes
Identify Families who are Active Contributors

1890 Views 2 Likes
Family Statuses

2147 Views 2 Likes
Locate and View Directory Activity

2043 Views 2 Likes
Add Public and Private Notes in Directory

1969 Views 1 Like
Delete a Member or Family

2326 Views 3 Likes
Family Name Style Change

2229 Views 2 Likes
How a Family Registers Using a Provided Link

2412 Views 12 Likes
Locate and Provide a Public Registration Link

1854 Views 2 Likes
Update Additional Pledge Options in the Directory

1647 Views 0 Likes
Cancel a Pledge in Directory

1684 Views 0 Likes
Change Head of Household in Directory

1928 Views 1 Like
About the Contributions Chart for Families and Members

2022 Views 0 Likes
Upload a Family Photo

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

1677 Views 0 Likes
About Public and Private Notes

1303 Views 0 Likes
Approve or Reject a New Registration in Directory

1887 Views 0 Likes
Edit Physical Contributions in the Directory

1755 Views 0 Likes
Delete Physical Contributions in Directory

1717 Views 0 Likes
Change Envelope Number in Directory

1422 Views 0 Likes
Set the Diocesan ID in Directory

1249 Views 0 Likes
Set a Registration Date in Directory

1430 Views 1 Like
Verify Family Information Updates

2022 Views 0 Likes
Remove a Registration in Directory

1105 Views 0 Likes
Reactivate a Family in Directory

1129 Views 0 Likes
Update an Address in Directory

1305 Views 1 Like
View Mailing System Address in Directory

1117 Views 0 Likes
Delete an Alternate Address in Directory

987 Views 0 Likes
Edit Public and Private Notes in Directory

1337 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2612 Views 0 Likes
Mark as Deceased

3245 Views 4 Likes
Edit the Date of Death

2324 Views 2 Likes
About Member Types

1684 Views 0 Likes
Track Individual Member Separately

2999 Views 0 Likes
Update Employment

1628 Views 0 Likes
Update Member Demographics

1612 Views 0 Likes
Update Member Contact Information

2077 Views 1 Like
Change Member Type

2186 Views 1 Like
Update Member Name

1989 Views 0 Likes
Reactivate a Member in Directory

1106 Views 0 Likes
Match Directory and Public Accounts

2809 Views 3 Likes
What happens to an account when a person is marked as deceased

1921 Views 2 Likes
Directory Accounts and Public Accounts

929 Views 0 Likes
Add Member to Family in Directory

1822 Views 0 Likes
Remove Track Separately

1481 Views 0 Likes
Deactivate a Member in Directory

1790 Views 0 Likes
Update Safe Environment Certification in Directory

1310 Views 0 Likes
Move Member to Another Family

1528 Views 0 Likes
Add and View a Sacrament

2344 Views 3 Likes
Perform Annulment

1732 Views 0 Likes
Marriage Sacrament

1666 Views 2 Likes
Perform Divorce

1822 Views 1 Like
Perform Marriage

1879 Views 0 Likes
Printable Blank Sacrament Certificates

1528 Views 5 Likes
Delete a Sacrament

1153 Views 1 Like
Penance Update General Information

962 Views 0 Likes
Penance Update Participants

685 Views 0 Likes
Penance Update Registry Information

644 Views 0 Likes
Download Sacramental Certificates from Directory

986 Views 3 Likes
ParishSoft IQ & Non-IQ Export Differences

973 Views 0 Likes
File Import for Tags and Notes

1808 Views 1 Like
Create an Export from Online Giving Systems

1286 Views 1 Like
Import Contributions for Online Giving Transactions

2595 Views 0 Likes
Run a Tax Report for a Family or Member from the Directory

2659 Views 2 Likes
Parish Statistics Report

1644 Views 1 Like
Member List Report

2584 Views 5 Likes
Directory Reporting Overview

1439 Views 2 Likes
Envelope List Report

1519 Views 4 Likes
Merge Directory Members

1651 Views 0 Likes
Merge Families

1749 Views 1 Like
About Automatically Assigning Envelope Numbers in Directory

1628 Views 1 Like
Activate Envelope Starter Sets

1808 Views 5 Likes
Set Family Envelope Number in Directory

2022 Views 0 Likes
Set Auto-Increment Envelope Number

2046 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

583 Views 0 Likes
Change Name Style of an Envelope List

1144 Views 0 Likes
Delete Envelope Lists

1226 Views 1 Like
Family List Report

1184 Views 0 Likes
Edit User Permissions

1594 Views 2 Likes
Remove a User

1673 Views 0 Likes
Quick Task: Add to Envelope List

2728 Views 0 Likes
Quick Task: Replace Envelope List

1868 Views 0 Likes
Update Baptism Sacrament

241 Views 0 Likes
Update Confirmation Sacrament

228 Views 0 Likes
Update First Communion Sacrament

228 Views 0 Likes
Update Marriage Sacrament

281 Views 0 Likes
Update Anointing of the Sick Sacrament

203 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

23 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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