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Directory Frequently Asked Questions
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Dashboard
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Import and Export
Reporting
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Family Envelope Details

Religious Education

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114 Articles in this category.

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Change Family Contact Information in Directory

1767 Views 2 Likes
About the Mission Pathways Grow Module

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

2296 Views 0 Likes
User Permissions and Adding a New User

3652 Views 10 Likes
Directory Settings

1994 Views 0 Likes
About Directory Dashboard

2106 Views 2 Likes
Search for a Family or Member in Directory

2840 Views 0 Likes
Giving Data Out of Sync

1468 Views 0 Likes
Quick Tasks: Download Labels

2451 Views 0 Likes
Quick Task: Assign Tag

1904 Views 0 Likes
Quick Tasks: Export Contact Info

2342 Views 0 Likes
Introduction to Quick Tasks

2949 Views 0 Likes
About Filters in Quick Tasks

3511 Views 1 Like
Quick Task: Group Messages

2167 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2219 Views 1 Like
Request Family Information to Update Directory

2841 Views 0 Likes
Change Family Last Name in Directory

2621 Views 0 Likes
Add Tags

2648 Views 6 Likes
Deactivate a Family in Directory

2740 Views 2 Likes
Verify Address Changes from the Post Office

3118 Views 0 Likes
Add New Family to Directory

3269 Views 9 Likes
Add a Family to an Envelope List

2335 Views 10 Likes
View Online and Physical Contributions in Directory

1989 Views 2 Likes
Update a Pledge in Directory

1891 Views 0 Likes
View Pledge Progress in Directory

2136 Views 0 Likes
How Members Verify their Information for Directory

2355 Views 3 Likes
Identify Families who are Active Contributors

2173 Views 2 Likes
Family Statuses

2519 Views 2 Likes
Locate and View Directory Activity

2380 Views 2 Likes
Add Public and Private Notes in Directory

2232 Views 1 Like
Delete a Member or Family

2652 Views 3 Likes
Family Name Style Change

2521 Views 2 Likes
How a Family Registers Using a Provided Link

2791 Views 11 Likes
Locate and Provide a Public Registration Link

2149 Views 3 Likes
Update Additional Pledge Options in the Directory

1867 Views 0 Likes
Cancel a Pledge in Directory

1913 Views 0 Likes
Change Head of Household in Directory

2212 Views 1 Like
About the Contributions Chart for Families and Members

2352 Views 0 Likes
Add or Update an Alternate Address in Directory

1956 Views 0 Likes
About Public and Private Notes

1534 Views 0 Likes
Approve or Reject a New Registration in Directory

2230 Views 0 Likes
Edit Physical Contributions in Directory

2091 Views 0 Likes
Delete Physical Contributions in Directory

1986 Views 0 Likes
Change Envelope Number in Directory

1713 Views 0 Likes
Set the Diocesan ID in Directory

1509 Views 0 Likes
Set a Registration Date in Directory

1666 Views 1 Like
Verify Family Information Updates

2427 Views 0 Likes
Remove a Registration in Directory

1290 Views 0 Likes
Reactivate a Family in Directory

1313 Views 0 Likes
Update an Address in Directory

1575 Views 1 Like
View Mailing System Address in Directory

1266 Views 0 Likes
Delete an Alternate Address in Directory

1183 Views 0 Likes
Edit Public and Private Notes in Directory

1557 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2916 Views 0 Likes
Mark as Deceased

3648 Views 5 Likes
Edit the Date of Death

2648 Views 2 Likes
About Member Types

1907 Views 0 Likes
Track Individual Member Separately

3347 Views 0 Likes
Update Employment

1824 Views 0 Likes
Update Member Demographics

1795 Views 0 Likes
Update Member Contact Information

2299 Views 1 Like
Change Member Type

2479 Views 1 Like
Update Member Name

2233 Views 0 Likes
Reactivate a Member in Directory

1220 Views 0 Likes
Match Directory and Public Accounts

3268 Views 3 Likes
What happens to an account when a person is marked as deceased

2175 Views 2 Likes
Directory Accounts and Public Accounts

1054 Views 0 Likes
Add Member to Family in Directory

2113 Views 0 Likes
Remove Track Separately

1704 Views 0 Likes
Deactivate a Member in Directory

2067 Views 0 Likes
Update Safe Environment Certification in Directory

1502 Views 0 Likes
Move Member to Another Family

1784 Views 0 Likes
Add and View a Sacrament

2729 Views 4 Likes
Perform Annulment

1965 Views 0 Likes
Marriage Sacrament

1878 Views 2 Likes
Perform Divorce

2134 Views 1 Like
Perform Marriage

2151 Views 0 Likes
Printable Blank Sacrament Certificates

1898 Views 6 Likes
Delete a Sacrament

1319 Views 1 Like
Penance Update General Information

1196 Views 0 Likes
Penance Update Participants

810 Views 0 Likes
Penance Update Registry Information

761 Views 0 Likes
Download Sacramental Certificates from Directory

1227 Views 5 Likes
ParishSoft IQ & Non-IQ Export Differences

1102 Views 0 Likes
File Import for Tags and Notes

2102 Views 1 Like
Create an Export from Online Giving Systems

1531 Views 1 Like
Import Contributions for Online Giving Transactions

2931 Views 2 Likes
Run a Tax Report for a Family or Member from the Directory

3085 Views 2 Likes
Parish Statistics Report

1866 Views 1 Like
Member List Report

3089 Views 5 Likes
Directory Reporting Overview

1650 Views 2 Likes
Envelope List Report

1765 Views 4 Likes
Merge Directory Members

1934 Views 0 Likes
Merge Families

2038 Views 2 Likes
About Automatically Assigning Envelope Numbers in Directory

1861 Views 1 Like
Activate Envelope Starter Sets

2088 Views 5 Likes
Set Family Envelope Number in Directory

2291 Views 0 Likes
Set Auto-Increment Envelope Number

2314 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

705 Views 0 Likes
Change Name Style of an Envelope List

1385 Views 0 Likes
Delete Envelope Lists

1456 Views 1 Like
Family List Report

1490 Views 0 Likes
Edit User Permissions

1835 Views 2 Likes
Remove a User

1925 Views 0 Likes
Quick Task: Add to Envelope List

3181 Views 0 Likes
Quick Task: Replace Envelope List

2227 Views 0 Likes
Update Baptism Sacrament

360 Views 0 Likes
Update Confirmation Sacrament

366 Views 0 Likes
Update First Communion Sacrament

365 Views 0 Likes
Update Marriage Sacrament

399 Views 0 Likes
Update Anointing of the Sick Sacrament

316 Views 0 Likes
Edit Member External ID

195 Views 0 Likes
Update a Confirmation Name on the Confirmation Sacrament and Certificate

114 Views 3 Likes
Raiser's Edge Export

105 Views 0 Likes

Select an article category:

Directory Frequently Asked Questions

24 Articles
Setup and Overview

6 Articles
Dashboard

6 Articles
Quick Tasks

9 Articles
Family Details

41 Articles
Member Details

26 Articles
Sacraments

18 Articles
Import and Export

4 Articles
Reporting

7 Articles
Merge Operations

2 Articles
Family Envelope Details

8 Articles

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