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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

1598 Views 2 Likes
About the Mission Pathways Grow Module

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

2109 Views 0 Likes
User Permissions and Adding a New User

3334 Views 10 Likes
Directory Settings

1812 Views 0 Likes
About Directory Dashboard

1920 Views 1 Like
Search for a Family or Member in Directory

2564 Views 0 Likes
Giving Data Out of Sync

1314 Views 0 Likes
Quick Tasks: Download Labels

2208 Views 0 Likes
Quick Task: Assign Tag

1750 Views 0 Likes
Quick Tasks: Export Contact Info

2136 Views 0 Likes
Introduction to Quick Tasks

2718 Views 0 Likes
About Filters in Quick Tasks

3217 Views 1 Like
Quick Task: Group Messages

1995 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2013 Views 1 Like
Request Family Information to Update Directory

2605 Views 0 Likes
Change Family Last Name in Directory

2397 Views 0 Likes
Add Tags

2414 Views 6 Likes
Deactivate a Family in Directory

2456 Views 2 Likes
Verify Address Changes from the Post Office

2890 Views 0 Likes
Add New Family to Directory

2954 Views 8 Likes
Add a Family to an Envelope List

2114 Views 10 Likes
View Online and Physical Contributions in Directory

1787 Views 2 Likes
Update a Pledge in Directory

1747 Views 0 Likes
View Pledge Progress in Directory

1968 Views 0 Likes
How Members Verify their Information for Directory

2125 Views 0 Likes
Identify Families who are Active Contributors

1972 Views 2 Likes
Family Statuses

2259 Views 2 Likes
Locate and View Directory Activity

2160 Views 2 Likes
Add Public and Private Notes in Directory

2059 Views 1 Like
Delete a Member or Family

2437 Views 3 Likes
Family Name Style Change

2341 Views 2 Likes
How a Family Registers Using a Provided Link

2523 Views 12 Likes
Locate and Provide a Public Registration Link

1954 Views 2 Likes
Update Additional Pledge Options in the Directory

1714 Views 0 Likes
Cancel a Pledge in Directory

1752 Views 0 Likes
Change Head of Household in Directory

2030 Views 1 Like
About the Contributions Chart for Families and Members

2122 Views 0 Likes
Upload a Family Photo

1039 Views 0 Likes
Add or Update an Alternate Address in Directory

1789 Views 0 Likes
About Public and Private Notes

1380 Views 0 Likes
Approve or Reject a New Registration in Directory

1994 Views 0 Likes
Edit Physical Contributions in the Directory

1853 Views 0 Likes
Delete Physical Contributions in Directory

1806 Views 0 Likes
Change Envelope Number in Directory

1504 Views 0 Likes
Set the Diocesan ID in Directory

1326 Views 0 Likes
Set a Registration Date in Directory

1503 Views 1 Like
Verify Family Information Updates

2143 Views 0 Likes
Remove a Registration in Directory

1175 Views 0 Likes
Reactivate a Family in Directory

1198 Views 0 Likes
Update an Address in Directory

1396 Views 1 Like
View Mailing System Address in Directory

1172 Views 0 Likes
Delete an Alternate Address in Directory

1044 Views 0 Likes
Edit Public and Private Notes in Directory

1404 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2724 Views 0 Likes
Mark as Deceased

3385 Views 4 Likes
Edit the Date of Death

2432 Views 2 Likes
About Member Types

1747 Views 0 Likes
Track Individual Member Separately

3120 Views 0 Likes
Update Employment

1710 Views 0 Likes
Update Member Demographics

1684 Views 0 Likes
Update Member Contact Information

2157 Views 1 Like
Change Member Type

2283 Views 1 Like
Update Member Name

2074 Views 0 Likes
Reactivate a Member in Directory

1144 Views 0 Likes
Match Directory and Public Accounts

2934 Views 3 Likes
What happens to an account when a person is marked as deceased

1992 Views 2 Likes
Directory Accounts and Public Accounts

964 Views 0 Likes
Add Member to Family in Directory

1902 Views 0 Likes
Remove Track Separately

1551 Views 0 Likes
Deactivate a Member in Directory

1885 Views 0 Likes
Update Safe Environment Certification in Directory

1380 Views 0 Likes
Move Member to Another Family

1629 Views 0 Likes
Add and View a Sacrament

2487 Views 3 Likes
Perform Annulment

1810 Views 0 Likes
Marriage Sacrament

1733 Views 2 Likes
Perform Divorce

1937 Views 1 Like
Perform Marriage

1961 Views 0 Likes
Printable Blank Sacrament Certificates

1655 Views 5 Likes
Delete a Sacrament

1214 Views 1 Like
Penance Update General Information

1036 Views 0 Likes
Penance Update Participants

727 Views 0 Likes
Penance Update Registry Information

679 Views 0 Likes
Download Sacramental Certificates from Directory

1052 Views 4 Likes
ParishSoft IQ & Non-IQ Export Differences

1017 Views 0 Likes
File Import for Tags and Notes

1927 Views 1 Like
Create an Export from Online Giving Systems

1357 Views 1 Like
Import Contributions for Online Giving Transactions

2735 Views 0 Likes
Run a Tax Report for a Family or Member from the Directory

2787 Views 2 Likes
Parish Statistics Report

1714 Views 1 Like
Member List Report

2742 Views 5 Likes
Directory Reporting Overview

1499 Views 2 Likes
Envelope List Report

1603 Views 4 Likes
Merge Directory Members

1734 Views 0 Likes
Merge Families

1851 Views 1 Like
About Automatically Assigning Envelope Numbers in Directory

1693 Views 1 Like
Activate Envelope Starter Sets

1900 Views 5 Likes
Set Family Envelope Number in Directory

2102 Views 0 Likes
Set Auto-Increment Envelope Number

2125 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

624 Views 0 Likes
Change Name Style of an Envelope List

1212 Views 0 Likes
Delete Envelope Lists

1288 Views 1 Like
Family List Report

1280 Views 0 Likes
Edit User Permissions

1675 Views 2 Likes
Remove a User

1770 Views 0 Likes
Quick Task: Add to Envelope List

2906 Views 0 Likes
Quick Task: Replace Envelope List

2018 Views 0 Likes
Update Baptism Sacrament

277 Views 0 Likes
Update Confirmation Sacrament

267 Views 0 Likes
Update First Communion Sacrament

268 Views 0 Likes
Update Marriage Sacrament

320 Views 0 Likes
Update Anointing of the Sick Sacrament

239 Views 0 Likes
Edit Member External ID

50 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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