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Check out Directory FAQsFebruary 6th, 2023 | 450 Views
This article provides steps to view online and physical contributions in Director...
Directory | 1 Like
August 8th, 2022 | 602 Views
This article provides steps to link accounts from the directory to a new managed ...
Directory | 0 Likes
October 19th, 2022 | 680 Views
This article provides steps to change a person’s status to deceased. When it is n...
Directory | 1 Like
October 19th, 2022 | 492 Views
This article provides steps to edit the date of death after a person has been mar...
Directory | 1 Like
April 20th, 2022 | 397 Views
This article provides steps to update pledge options for a donor in the directory...
Directory | 0 Likes
June 27th, 2022 | 436 Views
This article provides steps for a Giving Administrator to cancel a pledge in the ...
Directory | 0 Likes
August 9th, 2022 | 437 Views
This article provides steps for a Giving Administrator to edit a pledge in the di...
Directory | 0 Likes
March 22nd, 2023 | 448 Views
This article provides steps for a Giving Administrator to view pledge in the dire...
Directory | 0 Likes
April 20th, 2022 | 369 Views
This article provides information about automatically assigning envelope numbers ...
Directory | 1 Like
February 10th, 2023 | 710 Views
This article provides steps to run a tax report for a family or member from the D...
Directory | 1 Like
April 7th, 2022 | 271 Views
This article provides the general requirements for fields that need to be include...
Directory | 0 Likes
April 20th, 2022 | 373 Views
This article provides information about Member Types. There are five Member Type...
Directory | 0 Likes
October 14th, 2022 | 372 Views
This article provides steps to change the head of household in Directory. A staff...
Directory | 0 Likes
October 17th, 2022 | 523 Views
This article provides steps to Search for a Family or Member in the Directory. Th...
Directory | 0 Likes
June 6th, 2022 | 300 Views
This article provides steps to import Tags and Notes. Tags and Notes are imported...
Directory | 0 Likes
November 3rd, 2022 | 434 Views
This article provides steps to annul the Marriage Sacrament in the system. The Ma...
Directory | 0 Likes
June 24th, 2022 | 385 Views
This article provides information about the Marriage Sacrament. The Marriage Sacr...
Directory | 1 Like
July 25th, 2022 | 324 Views
This article describes how to create a generic export. If your online giving syst...
Directory | 0 Likes
September 20th, 2022 | 433 Views
This article provides steps to locate a registration link to give to families to ...
Directory | 0 Likes
April 20th, 2022 | 430 Views
This article provides information on attributes for Directory Settings. Learn mor...
Directory | 0 Likes
February 21st, 2023 | 595 Views
This article provides steps to request information from a member to update Direct...
Directory | 0 Likes
February 21st, 2023 | 396 Views
This article provides information on how Directory members verify their family in...
Directory | 0 Likes
February 23rd, 2023 | 869 Views
This article provides steps to track a member separately. When a Directory member...
Directory | 0 Likes
November 22nd, 2022 | 380 Views
This article provides steps to run a Parish Statistics report. Staff can run a Pa...
Directory | 0 Likes
July 29th, 2022 | 488 Views
This article provides information on how to download a file to create mailing lab...
Directory | 0 Likes
October 21st, 2022 | 339 Views
This article provides steps to update employment in Directory. A staff member can...
Directory | 0 Likes
October 21st, 2022 | 313 Views
This article provides steps to update a member demographics in Directory. A staff...
Directory | 0 Likes
October 14th, 2022 | 472 Views
This article provides steps to update a member’s contact information. Here are th...
Directory | 0 Likes
October 14th, 2022 | 460 Views
This article provides steps to Change a Member Type within Directory. There are f...
Directory | 1 Like
October 10th, 2022 | 360 Views
This article describes how to update a Member Name. Some circumstances may requi...
Directory | 0 Likes
October 14th, 2022 | 347 Views
This article provides steps to change the family phone number in Directory. A pri...
Directory | 0 Likes
October 31st, 2022 | 390 Views
This article describes how to identify Families who are Active Contributors. Acti...
Directory | 0 Likes
November 21st, 2022 | 369 Views
This article provides information about the contributions chart for families and ...
Directory | 0 Likes
November 22nd, 2022 | 380 Views
This article provides steps to run a Sacraments list report. A Staff member can p...
Directory | 0 Likes
March 16th, 2023 | 602 Views
This article provides steps to run a Family Contributions Report. A staff member ...
Directory | 1 Like
January 9th, 2023 | 411 Views
There are a few family status options that you can set for Directory families. Th...
Directory | 1 Like
April 20th, 2022 | 269 Views
Directory will notify you if you try to add a family that has the same address as...
Directory | 0 Likes
November 21st, 2022 | 463 Views
This article provides steps to run a Member List report. A Staff member can run a...
Directory | 0 Likes
November 21st, 2022 | 420 Views
This article provides information about the types of reports that can be run from...
Directory | 0 Likes
April 20th, 2022 | 384 Views
Tags are the best way to keep track of families and members in the system. With t...
Directory | 0 Likes
April 13th, 2022 | 441 Views
You can export the contact info of individual members or families via the quick t...
Directory | 0 Likes
October 11th, 2022 | 591 Views
This article provides steps to access Quick Tasks and links to more information a...
Directory | 0 Likes
July 18th, 2022 | 681 Views
This article provides information about the Filters in Quick Tasks. Create groups...
Directory | 1 Like
October 14th, 2022 | 550 Views
This article provides steps to change or edit the Family Name in Directory. The f...
Directory | 0 Likes
June 3rd, 2022 | 418 Views
This article provides information about the Activity card in Directory, and steps...
Directory | 0 Likes
February 10th, 2023 | 421 Views
This article provides steps to send Group Messages. Sending a group message is an...
Directory | 1 Like
October 25th, 2022 | 464 Views
This article provides information about tags and steps to add tags. Tags are the ...
Directory | 3 Likes
October 25th, 2022 | 407 Views
This article provides information about how to add public and private notes in Di...
Directory | 1 Like
November 21st, 2022 | 724 Views
This article provides steps to import contributions for online giving transaction...
Directory | 0 Likes
October 20th, 2022 | 374 Views
This article provides steps to perform the Life Event called Perform Divorce in t...
Directory | 0 Likes
October 14th, 2022 | 547 Views
This article describes steps to deactivate a family in Directory. When a member o...
Directory | 1 Like
October 19th, 2022 | 397 Views
This article describes steps to reactivate a member in Directory. Families or Me...
Directory | 0 Likes
October 21st, 2022 | 448 Views
This article provides steps to delete a Member or Family. A staff member would de...
Directory | 1 Like
November 21st, 2022 | 430 Views
This article provides information about Sacrament and steps to add and view a Sac...
Directory | 0 Likes
October 31st, 2022 | 462 Views
This article provides information on how to activate automatically sending starte...
Directory | 1 Like
February 13th, 2023 | 562 Views
This article provides steps to match (or ignore) an Online Giving account with a ...
Directory | 0 Likes
October 19th, 2022 | 414 Views
This article describes the changes that occur on an account when a person is mark...
Directory | 1 Like
January 24th, 2023 | 436 Views
This article provides steps to complete the Perform Marriage Life Event in the sy...
Directory | 0 Likes
October 28th, 2022 | 480 Views
This article provides information about address changes and what happens w hen a ...
Directory | 0 Likes
August 24th, 2022 | 227 Views
This article provides information on Directory Accounts and Public Accounts and w...
Directory | 0 Likes
April 13th, 2022 | 226 Views
From either the family card or the member card you can add a photo. Select an ima...
Directory | 0 Likes
August 10th, 2022 | 472 Views
This article provides steps to set an envelope number for a family from the famil...
Directory | 0 Likes
October 11th, 2022 | 337 Views
This article provides steps to add a member to a family in Directory. You can use...
Directory | 0 Likes
October 14th, 2022 | 349 Views
This article provides steps to add an alternate address in Directory. For familie...
Directory | 0 Likes
October 10th, 2022 | 615 Views
This article explains how to Add a New Family to Directory. When a new family joi...
Directory | 3 Likes
August 10th, 2022 | 491 Views
This article provides the steps to auto increment envelope numbers in the setting...
Directory | 0 Likes
October 25th, 2022 | 213 Views
This article provides information about Public and Private Notes. Notes are eithe...
Directory | 0 Likes
October 5th, 2022 | 126 Views
This article covers steps to change the family name after you have Searched for a...
Directory | 0 Likes
June 27th, 2022 | 452 Views
This article provides the steps to Edit the Clergy Name in the Settings Directory...
Directory | 0 Likes
October 31st, 2022 | 494 Views
This article provides information about adding a family to an envelope list. All ...
Directory | 8 Likes
August 12th, 2022 | 477 Views
This article provides steps to edit a customized pledge statement email. A staff ...
Directory | 0 Likes
October 10th, 2022 | 390 Views
This article provides information about families using a provided link to registe...
Directory | 1 Like
November 8th, 2022 | 339 Views
Below is a list of sacramental certificates provided by OSV to download or print....
Directory | 0 Likes
October 5th, 2022 | 389 Views
This article provides information and steps for how the Formal Name, Informal Nam...
Directory | 0 Likes
January 12th, 2023 | 349 Views
This article provides information about the Directory Dashboard. Access Directory...
Directory | 0 Likes
February 22nd, 2023 | 575 Views
This article provides steps to grant user permissions when adding a new user. An ...
Directory | 0 Likes
February 21st, 2023 | 319 Views
This article provides links to more information about Directory. Dashboard Search...
Directory | 0 Likes
November 15th, 2022 | 319 Views
This article provides steps to edit physical contributions in the Directory. Staf...
Directory | 0 Likes
August 8th, 2022 | 317 Views
This article provides steps to delete physical contributions in the Directory. An...
Directory | 0 Likes
August 17th, 2022 | 209 Views
This article provides steps to delete a sacrament. A staff member may need to del...
Directory | 1 Like
February 21st, 2023 | 265 Views
This article provides steps to request family information to update Directory usi...
Directory | 0 Likes
October 14th, 2022 | 193 Views
This article provides steps to set a Registration Date for a family in Directory....
Directory | 0 Likes
October 14th, 2022 | 203 Views
This article provides steps to update an address in Directory. A staff member can...
Directory | 0 Likes
October 14th, 2022 | 188 Views
This article provides steps to change the envelope number in Directory. A staff m...
Directory | 0 Likes
October 14th, 2022 | 165 Views
This article provides steps to remove a Registration Date for a family in Directo...
Directory | 0 Likes
October 14th, 2022 | 185 Views
This article provides information on how to reactivate a family that was previous...
Directory | 0 Likes
October 14th, 2022 | 113 Views
This article provides steps to delete an alternate address in Directory. An Alter...
Directory | 0 Likes
October 14th, 2022 | 189 Views
This article provides information on viewing a family's mailing system address in...
Directory | 0 Likes
October 21st, 2022 | 165 Views
This article provides steps to update a safe environment certification in Directo...
Directory | 0 Likes
October 25th, 2022 | 226 Views
This article provides steps to delete public and private notes in Directory. Note...
Directory | 0 Likes
October 26th, 2022 | 194 Views
This article provides steps to edit public and private notes in Directory. Notes ...
Directory | 0 Likes
October 31st, 2022 | 166 Views
This article provides steps to delete envelope lists from the system. Staff can d...
Directory | 1 Like
November 3rd, 2022 | 101 Views
This article provides steps to update baptismal information for the First Communi...
Directory | 0 Likes
October 28th, 2022 | 84 Views
This article provides steps to update participants for the First Communion Sacram...
Directory | 0 Likes
October 28th, 2022 | 207 Views
This article provides steps to update general information for the First Communion...
Directory | 0 Likes
October 28th, 2022 | 88 Views
This article provides steps to update registry information for the First Communio...
Directory | 0 Likes
October 28th, 2022 | 92 Views
This article provides steps to delete the First Communion Sacrament record. Staff...
Directory | 0 Likes
November 2nd, 2022 | 133 Views
This article provides steps to update birth information for the Baptism Sacrament...
Directory | 0 Likes
November 3rd, 2022 | 144 Views
This article provides steps to update registry information for the Baptism Sacram...
Directory | 0 Likes
November 3rd, 2022 | 143 Views
This article provides steps to update participants information for the Baptism Sa...
Directory | 0 Likes
November 3rd, 2022 | 190 Views
This article provides steps to update general information for the Baptism Sacrame...
Directory | 0 Likes
November 3rd, 2022 | 137 Views
This article provides steps to delete the Baptism Sacrament record. Staff can del...
Directory | 0 Likes
November 3rd, 2022 | 82 Views
This article provides steps to update the groom's information for the Marriage Sa...
Directory | 0 Likes
November 3rd, 2022 | 93 Views
This article provides steps to update participants for the Marriage Sacrament. St...
Directory | 0 Likes
November 3rd, 2022 | 86 Views
This article provides steps to update the bride's information for the Marriage Sa...
Directory | 0 Likes
November 3rd, 2022 | 70 Views
This article provides steps to update registry information for the Marriage Sacra...
Directory | 0 Likes
November 3rd, 2022 | 161 Views
This article provides steps to update general information for the Marriage Sacram...
Directory | 0 Likes
November 11th, 2022 | 88 Views
This article provides steps to delete the Marriage Sacrament record. Staff can de...
Directory | 0 Likes
November 4th, 2022 | 150 Views
This article provides steps to update general information for the Confirmation Sa...
Directory | 0 Likes
November 4th, 2022 | 81 Views
This article provides steps to update baptismal information for the Confirmation ...
Directory | 0 Likes
November 4th, 2022 | 90 Views
This article provides steps to update participants for the Confirmation Sacrament...
Directory | 0 Likes
November 4th, 2022 | 79 Views
This article provides steps to update registry information for the Confirmation S...
Directory | 0 Likes
November 4th, 2022 | 95 Views
This article provides steps to delete the Confirmation Sacrament record. Staff ca...
Directory | 0 Likes
November 4th, 2022 | 149 Views
This article provides steps to update general information for the Anointing of th...
Directory | 0 Likes
November 4th, 2022 | 90 Views
This article provides steps to update participants for the Anointing of the Sick ...
Directory | 0 Likes
November 7th, 2022 | 96 Views
This article provides steps to delete the Anointing of the Sick Sacrament record....
Directory | 0 Likes
November 7th, 2022 | 89 Views
This article provides steps to update registry information for the Anointing of t...
Directory | 0 Likes
November 8th, 2022 | 157 Views
This article provides steps to move a person to another family in Directory. A st...
Directory | 0 Likes
November 8th, 2022 | 75 Views
This article provides steps to run a Student Class List Report for Religious Educ...
Directory | 0 Likes
November 10th, 2022 | 95 Views
This article provides steps to update general information for the Penance Sacrame...
Directory | 0 Likes
November 10th, 2022 | 67 Views
This article provides steps to update participants information for the Penance Sa...
Directory | 0 Likes
November 11th, 2022 | 87 Views
This article provides steps to update registry information for the Penance Sacram...
Directory | 0 Likes
November 11th, 2022 | 81 Views
This article provides steps to delete the Penance Sacrament record. Staff can del...
Directory | 0 Likes
November 14th, 2022 | 80 Views
This article provides information about the Mission Pathways Grow module. Grow he...
Directory | 0 Likes
November 21st, 2022 | 143 Views
This article provides information about when the Giving Data Out of Sync informat...
Directory | 0 Likes
January 23rd, 2023 | 198 Views
This article provides steps to merge families in Directory. You can merge two fam...
Directory | 0 Likes
January 23rd, 2023 | 140 Views
This article provides steps to merge member accounts in Directory. To help you re...
Directory | 0 Likes