Nothing found related to your search topic, please try search again.
Check the spelling of your keywords or trying using more general search terms.
Nothing found related to your search topic, please try search again.
Check the spelling of your keywords or trying using more general search terms.
(89) Articles in this category.
Still have a question?
Check out Directory FAQsAugust 8th, 2022 | 116 Views
This article provides steps to view physical contributions in the Directory. An a...
Directory | 1 Like
August 8th, 2022 | 145 Views
This article provides steps to link accounts from the directory to a new managed ...
Directory
August 8th, 2022 | 152 Views
This article provides steps to change a person’s status to deceased. When it is n...
Directory
April 20th, 2022 | 123 Views
This article provides steps to edit the date of death after a person has been mar...
Directory | 1 Like
April 20th, 2022 | 96 Views
This article provides steps to update pledge options for a donor in the directory...
Directory
June 27th, 2022 | 105 Views
This article provides steps for a Giving Administrator to cancel 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
August 9th, 2022 | 91 Views
This article provides steps for a Giving Administrator to view pledge in the dire...
Directory
April 20th, 2022 | 89 Views
This article provides information about automatically assigning envelope numbers ...
Directory | 1 Like
August 9th, 2022 | 160 Views
This article provides steps to run a tax report for a family or individual member...
Directory
April 7th, 2022 | 63 Views
This article provides the general requirements for fields that need to be include...
Directory
April 20th, 2022 | 87 Views
This article provides information about Member Types. There are five Member Type...
Directory
May 23rd, 2022 | 66 Views
This article covers steps to change the Head of Household after having Searched f...
Directory
August 10th, 2022 | 116 Views
This article provides steps to Search for a Family or Member in the Directory. Th...
Directory
June 6th, 2022 | 83 Views
This article provides steps to import Tags and Notes. Tags and Notes are imported...
Directory
June 23rd, 2022 | 72 Views
This article provides steps to annul the Marriage Sacrament in the system. The Ma...
Directory
June 24th, 2022 | 82 Views
This article provides information about the Marriage Sacrament. The Marriage Sacr...
Directory
July 25th, 2022 | 67 Views
This article describes how to create a generic export. If your online giving syst...
Directory
July 22nd, 2022 | 72 Views
This article provides steps to run a Tax Report from the Reporting menu. A separa...
Directory
June 10th, 2022 | 84 Views
This article provides steps to locate a registration link to give to families to ...
Directory
April 20th, 2022 | 79 Views
This article provides information on attributes for Directory Settings. Learn mor...
Directory
June 17th, 2022 | 119 Views
This article provides steps to request information from an individual, or for gro...
Directory
June 24th, 2022 | 84 Views
This article provides information on verifying and updating member information. W...
Directory
May 5th, 2022 | 147 Views
This article provides steps to track a member separately and also to remove track...
Directory
April 13th, 2022 | 78 Views
This article provides steps to run a Parish Statistics report. The Parish Statist...
Directory
July 29th, 2022 | 113 Views
This article provides information on how to download a file to create mailing lab...
Directory
April 13th, 2022 | 71 Views
To update the employment information for a member, click on the kebab menu on the...
Directory
April 22nd, 2022 | 66 Views
To update the demographics of a member such as Date of Birth, Gender, Marital Sta...
Directory
April 13th, 2022 | 79 Views
To update a member’s phone number or email, click on the kebab menu on their memb...
Directory
June 27th, 2022 | 119 Views
This article provides steps to Change a Member Type within Directory. There are f...
Directory | 1 Like
April 20th, 2022 | 71 Views
This article describes how to update the Member Name. There are circumstances th...
Directory
April 22nd, 2022 | 65 Views
You can enter a phone number for the family that will display on the family card ...
Directory
April 20th, 2022 | 90 Views
This article describes how to identify Families that are Active Contributors. “Ac...
Directory
April 20th, 2022 | 65 Views
Contributions and Online Giving Public Accounts can be attributed to either the f...
Directory
April 20th, 2022 | 73 Views
This article provides steps to run a Sacraments list report. The “Sacraments List...
Directory
April 20th, 2022 | 89 Views
This article provides steps to run a Family Contributions Report. You can quickly...
Directory
April 20th, 2022 | 80 Views
There are a few family status options that you can set for Directory families. Th...
Directory | 1 Like
April 20th, 2022 | 50 Views
Directory will notify you if you try to add a family that has the same address as...
Directory
August 9th, 2022 | 105 Views
This article provides steps to run a Member List report. An Admin can run a Membe...
Directory
May 5th, 2022 | 67 Views
This article provides information about the types of reports that can be run from...
Directory
April 20th, 2022 | 82 Views
Tags are the best way to keep track of families and members in the system. With t...
Directory
April 13th, 2022 | 94 Views
You can export the contact info of individual members or families via the quick t...
Directory
August 9th, 2022 | 127 Views
This article provides steps to access Quick Tasks and links to more information a...
Directory
July 18th, 2022 | 189 Views
This article provides information about the Filters in Quick Tasks. Create groups...
Directory | 1 Like
June 16th, 2022 | 129 Views
This article provides steps to change or edit the Family Name in Directory. The f...
Directory
April 13th, 2022 | 44 Views
All contributions (donations and payments) for members of a household as well as ...
Directory
April 22nd, 2022 | 70 Views
To post contributions for the week, begin by clicking on “Giving” from the main O...
Directory
June 3rd, 2022 | 96 Views
This article provides information about the Activity card in Directory, and steps...
Directory
August 10th, 2022 | 97 Views
This article provides steps to send Group Messages. Sending a group message is an...
Directory | 1 Like
April 20th, 2022 | 83 Views
Tags are the best way to organize people in the system. You can tag both individu...
Directory
May 16th, 2022 | 77 Views
Notes can be added to individual members or to families. They can be public (mean...
Directory
August 4th, 2022 | 201 Views
This article provides steps to import contributions for online giving transaction...
Directory
April 20th, 2022 | 72 Views
If the family you want to move a member to is already in the system, follow the s...
Directory
June 23rd, 2022 | 74 Views
This article provides steps to perform the Life Event called Perform Divorce in t...
Directory
April 20th, 2022 | 95 Views
You can move adults or children to a new family. Members can be moved into an exi...
Directory
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
April 20th, 2022 | 66 Views
When a member of a family no longer lives in the same house, we recommend making ...
Directory
August 17th, 2022 | 93 Views
This article provides steps to delete a Member or Family. A staff member would de...
Directory | 1 Like
June 24th, 2022 | 87 Views
This article provides steps to add and view a Sacrament in the system. The admin...
Directory
May 13th, 2022 | 91 Views
You can configure the system to automatically send starter sets to new members by...
Directory
August 2nd, 2022 | 104 Views
This article provides steps to match or rematch an account. When a parishioner or...
Directory
August 10th, 2022 | 103 Views
This article describes the changes that occur on an account when a person is mark...
Directory
June 24th, 2022 | 90 Views
This article provides steps to complete the Life Event called Perform Marriage in...
Directory
April 20th, 2022 | 86 Views
When a new address is presented by the Postal System, it will appear in a few way...
Directory
July 25th, 2022 | 54 Views
This article provides information on Directory Accounts and Public Accounts and w...
Directory
April 13th, 2022 | 49 Views
From either the family card or the member card you can add a photo. Select an ima...
Directory
August 10th, 2022 | 127 Views
This article provides steps to set an envelope number for a family from the famil...
Directory
April 13th, 2022 | 62 Views
Each family has a unique Envelope Number when registered. If a secondary Diocesan...
Directory
April 13th, 2022 | 105 Views
A family does not have to be marked as “Registered” to be part of your Directory....
Directory
May 16th, 2022 | 49 Views
Watch a Tour of the Family & Member Screens. Individual aspects will be linke...
Directory
April 22nd, 2022 | 49 Views
If you did not add all members to the family when creating the Family you can ad...
Directory
April 13th, 2022 | 64 Views
For families that have a different summer or winter address, or just a temporary ...
Directory
June 16th, 2022 | 148 Views
This article explains how to Add a New Family or Household to the OSV Directory. ...
Directory
August 10th, 2022 | 138 Views
This article provides the steps to auto increment envelope numbers in the setting...
Directory
May 24th, 2022 | 37 Views
This article explains how Public and Private Notes can be added to Individual Mem...
Directory
May 17th, 2022 | 56 Views
This article provides information on Customizing Name Styles. The Formal Name, th...
Directory
June 27th, 2022 | 93 Views
This article provides the steps to Edit the Clergy Name in the Settings Directory...
Directory
August 17th, 2022 | 76 Views
This article provides steps for a Donor to download their own tax statements. Don...
Directory
April 20th, 2022 | 105 Views
All of your OSV Mailing Lists will be managed within OSV Directory. After you add...
Directory | 4 Likes
August 12th, 2022 | 84 Views
This article provides steps to edit a customized pledge statement email. A staff ...
Directory
June 7th, 2022 | 47 Views
This article provides information about families using a provided link to registe...
Directory
June 7th, 2022 | 56 Views
Below is a list of sacrament certificates provided by OSV. Attached Files # File ...
Directory
June 16th, 2022 | 72 Views
This article provides information and steps for how the Formal Name, Informal Nam...
Directory
June 9th, 2022 | 61 Views
This article provides information about Directory Dashboard. Click into Directory...
Directory
July 15th, 2022 | 144 Views
This article provides steps to grant user permissions when adding a new user. An ...
Directory
June 16th, 2022 | 57 Views
This article provides links to more information about Directory. Add a New Family...
Directory
August 8th, 2022 | 12 Views
This article provides steps to edit or delete physical contributions in the Direc...
Directory
August 8th, 2022 | 10 Views
This article provides steps to delete physical contributions in the Directory. An...
Directory
August 17th, 2022 | 5 Views
This article provides steps to delete a sacrament. A staff member may need to del...
Directory