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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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114 Articles in this category.

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Change Family Contact Information in Directory

1748 Views 2 Likes
About the Mission Pathways Grow Module

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

2281 Views 0 Likes
User Permissions and Adding a New User

3620 Views 10 Likes
Directory Settings

1969 Views 0 Likes
About Directory Dashboard

2085 Views 2 Likes
Search for a Family or Member in Directory

2817 Views 0 Likes
Giving Data Out of Sync

1449 Views 0 Likes
Quick Tasks: Download Labels

2422 Views 0 Likes
Quick Task: Assign Tag

1879 Views 0 Likes
Quick Tasks: Export Contact Info

2309 Views 0 Likes
Introduction to Quick Tasks

2921 Views 0 Likes
About Filters in Quick Tasks

3474 Views 1 Like
Quick Task: Group Messages

2144 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2202 Views 1 Like
Request Family Information to Update Directory

2818 Views 0 Likes
Change Family Last Name in Directory

2596 Views 0 Likes
Add Tags

2615 Views 6 Likes
Deactivate a Family in Directory

2710 Views 2 Likes
Verify Address Changes from the Post Office

3098 Views 0 Likes
Add New Family to Directory

3239 Views 9 Likes
Add a Family to an Envelope List

2315 Views 10 Likes
View Online and Physical Contributions in Directory

1967 Views 2 Likes
Update a Pledge in Directory

1878 Views 0 Likes
View Pledge Progress in Directory

2117 Views 0 Likes
How Members Verify their Information for Directory

2335 Views 3 Likes
Identify Families who are Active Contributors

2150 Views 2 Likes
Family Statuses

2497 Views 2 Likes
Locate and View Directory Activity

2365 Views 2 Likes
Add Public and Private Notes in Directory

2219 Views 1 Like
Delete a Member or Family

2630 Views 3 Likes
Family Name Style Change

2505 Views 2 Likes
How a Family Registers Using a Provided Link

2764 Views 11 Likes
Locate and Provide a Public Registration Link

2127 Views 3 Likes
Update Additional Pledge Options in the Directory

1845 Views 0 Likes
Cancel a Pledge in Directory

1898 Views 0 Likes
Change Head of Household in Directory

2189 Views 1 Like
About the Contributions Chart for Families and Members

2332 Views 0 Likes
Add or Update an Alternate Address in Directory

1939 Views 0 Likes
About Public and Private Notes

1520 Views 0 Likes
Approve or Reject a New Registration in Directory

2202 Views 0 Likes
Edit Physical Contributions in Directory

2062 Views 0 Likes
Delete Physical Contributions in Directory

1968 Views 0 Likes
Change Envelope Number in Directory

1691 Views 0 Likes
Set the Diocesan ID in Directory

1481 Views 0 Likes
Set a Registration Date in Directory

1648 Views 1 Like
Verify Family Information Updates

2404 Views 0 Likes
Remove a Registration in Directory

1279 Views 0 Likes
Reactivate a Family in Directory

1301 Views 0 Likes
Update an Address in Directory

1555 Views 1 Like
View Mailing System Address in Directory

1256 Views 0 Likes
Delete an Alternate Address in Directory

1162 Views 0 Likes
Edit Public and Private Notes in Directory

1536 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2899 Views 0 Likes
Mark as Deceased

3621 Views 5 Likes
Edit the Date of Death

2622 Views 2 Likes
About Member Types

1885 Views 0 Likes
Track Individual Member Separately

3329 Views 0 Likes
Update Employment

1810 Views 0 Likes
Update Member Demographics

1781 Views 0 Likes
Update Member Contact Information

2286 Views 1 Like
Change Member Type

2461 Views 1 Like
Update Member Name

2217 Views 0 Likes
Reactivate a Member in Directory

1207 Views 0 Likes
Match Directory and Public Accounts

3234 Views 3 Likes
What happens to an account when a person is marked as deceased

2147 Views 2 Likes
Directory Accounts and Public Accounts

1045 Views 0 Likes
Add Member to Family in Directory

2090 Views 0 Likes
Remove Track Separately

1687 Views 0 Likes
Deactivate a Member in Directory

2045 Views 0 Likes
Update Safe Environment Certification in Directory

1490 Views 0 Likes
Move Member to Another Family

1767 Views 0 Likes
Add and View a Sacrament

2706 Views 4 Likes
Perform Annulment

1950 Views 0 Likes
Marriage Sacrament

1861 Views 2 Likes
Perform Divorce

2120 Views 1 Like
Perform Marriage

2127 Views 0 Likes
Printable Blank Sacrament Certificates

1878 Views 6 Likes
Delete a Sacrament

1311 Views 1 Like
Penance Update General Information

1174 Views 0 Likes
Penance Update Participants

797 Views 0 Likes
Penance Update Registry Information

753 Views 0 Likes
Download Sacramental Certificates from Directory

1209 Views 5 Likes
ParishSoft IQ & Non-IQ Export Differences

1094 Views 0 Likes
File Import for Tags and Notes

2080 Views 1 Like
Create an Export from Online Giving Systems

1504 Views 1 Like
Import Contributions for Online Giving Transactions

2905 Views 2 Likes
Run a Tax Report for a Family or Member from the Directory

3056 Views 2 Likes
Parish Statistics Report

1851 Views 1 Like
Member List Report

3061 Views 5 Likes
Directory Reporting Overview

1631 Views 2 Likes
Envelope List Report

1748 Views 4 Likes
Merge Directory Members

1916 Views 0 Likes
Merge Families

2020 Views 2 Likes
About Automatically Assigning Envelope Numbers in Directory

1849 Views 1 Like
Activate Envelope Starter Sets

2068 Views 5 Likes
Set Family Envelope Number in Directory

2268 Views 0 Likes
Set Auto-Increment Envelope Number

2295 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

697 Views 0 Likes
Change Name Style of an Envelope List

1361 Views 0 Likes
Delete Envelope Lists

1440 Views 1 Like
Family List Report

1472 Views 0 Likes
Edit User Permissions

1821 Views 2 Likes
Remove a User

1911 Views 0 Likes
Quick Task: Add to Envelope List

3156 Views 0 Likes
Quick Task: Replace Envelope List

2205 Views 0 Likes
Update Baptism Sacrament

352 Views 0 Likes
Update Confirmation Sacrament

358 Views 0 Likes
Update First Communion Sacrament

358 Views 0 Likes
Update Marriage Sacrament

391 Views 0 Likes
Update Anointing of the Sick Sacrament

311 Views 0 Likes
Edit Member External ID

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

102 Views 3 Likes
Raiser's Edge Export

90 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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