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Directory Frequently Asked Questions
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Religious Education

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115 Articles in this category.

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Change Family Contact Information in Directory

1727 Views 2 Likes
About the Mission Pathways Grow Module

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

2260 Views 0 Likes
User Permissions and Adding a New User

3582 Views 10 Likes
Directory Settings

1959 Views 0 Likes
About Directory Dashboard

2060 Views 1 Like
Search for a Family or Member in Directory

2787 Views 0 Likes
Giving Data Out of Sync

1433 Views 0 Likes
Quick Tasks: Download Labels

2387 Views 0 Likes
Quick Task: Assign Tag

1864 Views 0 Likes
Quick Tasks: Export Contact Info

2282 Views 0 Likes
Introduction to Quick Tasks

2894 Views 0 Likes
About Filters in Quick Tasks

3437 Views 1 Like
Quick Task: Group Messages

2122 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2181 Views 1 Like
Request Family Information to Update Directory

2781 Views 0 Likes
Change Family Last Name in Directory

2565 Views 0 Likes
Add Tags

2581 Views 6 Likes
Deactivate a Family in Directory

2670 Views 2 Likes
Verify Address Changes from the Post Office

3066 Views 0 Likes
Add New Family to Directory

3212 Views 9 Likes
Add a Family to an Envelope List

2285 Views 10 Likes
View Online and Physical Contributions in Directory

1942 Views 2 Likes
Update a Pledge in Directory

1870 Views 0 Likes
View Pledge Progress in Directory

2101 Views 0 Likes
How Members Verify their Information for Directory

2303 Views 1 Like
Identify Families who are Active Contributors

2119 Views 2 Likes
Family Statuses

2464 Views 2 Likes
Locate and View Directory Activity

2339 Views 2 Likes
Add Public and Private Notes in Directory

2193 Views 1 Like
Delete a Member or Family

2608 Views 3 Likes
Family Name Style Change

2481 Views 2 Likes
How a Family Registers Using a Provided Link

2738 Views 12 Likes
Locate and Provide a Public Registration Link

2108 Views 3 Likes
Update Additional Pledge Options in the Directory

1836 Views 0 Likes
Cancel a Pledge in Directory

1879 Views 0 Likes
Change Head of Household in Directory

2170 Views 1 Like
About the Contributions Chart for Families and Members

2308 Views 0 Likes
Upload a Family Photo

1128 Views 0 Likes
Add or Update an Alternate Address in Directory

1924 Views 0 Likes
About Public and Private Notes

1507 Views 0 Likes
Approve or Reject a New Registration in Directory

2176 Views 0 Likes
Edit Physical Contributions in Directory

2030 Views 0 Likes
Delete Physical Contributions in Directory

1951 Views 0 Likes
Change Envelope Number in Directory

1661 Views 0 Likes
Set the Diocesan ID in Directory

1462 Views 0 Likes
Set a Registration Date in Directory

1634 Views 1 Like
Verify Family Information Updates

2356 Views 0 Likes
Remove a Registration in Directory

1268 Views 0 Likes
Reactivate a Family in Directory

1291 Views 0 Likes
Update an Address in Directory

1544 Views 1 Like
View Mailing System Address in Directory

1250 Views 0 Likes
Delete an Alternate Address in Directory

1147 Views 0 Likes
Edit Public and Private Notes in Directory

1520 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2884 Views 0 Likes
Mark as Deceased

3586 Views 5 Likes
Edit the Date of Death

2602 Views 2 Likes
About Member Types

1867 Views 0 Likes
Track Individual Member Separately

3301 Views 0 Likes
Update Employment

1802 Views 0 Likes
Update Member Demographics

1771 Views 0 Likes
Update Member Contact Information

2277 Views 1 Like
Change Member Type

2434 Views 1 Like
Update Member Name

2197 Views 0 Likes
Reactivate a Member in Directory

1199 Views 0 Likes
Match Directory and Public Accounts

3189 Views 3 Likes
What happens to an account when a person is marked as deceased

2125 Views 2 Likes
Directory Accounts and Public Accounts

1033 Views 0 Likes
Add Member to Family in Directory

2066 Views 0 Likes
Remove Track Separately

1670 Views 0 Likes
Deactivate a Member in Directory

2028 Views 0 Likes
Update Safe Environment Certification in Directory

1481 Views 0 Likes
Move Member to Another Family

1754 Views 0 Likes
Add and View a Sacrament

2684 Views 4 Likes
Perform Annulment

1935 Views 0 Likes
Marriage Sacrament

1841 Views 2 Likes
Perform Divorce

2098 Views 1 Like
Perform Marriage

2097 Views 0 Likes
Printable Blank Sacrament Certificates

1863 Views 6 Likes
Delete a Sacrament

1302 Views 1 Like
Penance Update General Information

1153 Views 0 Likes
Penance Update Participants

790 Views 0 Likes
Penance Update Registry Information

748 Views 0 Likes
Download Sacramental Certificates from Directory

1191 Views 5 Likes
ParishSoft IQ & Non-IQ Export Differences

1085 Views 0 Likes
File Import for Tags and Notes

2066 Views 1 Like
Create an Export from Online Giving Systems

1477 Views 1 Like
Import Contributions for Online Giving Transactions

2881 Views 1 Like
Run a Tax Report for a Family or Member from the Directory

3019 Views 2 Likes
Parish Statistics Report

1836 Views 1 Like
Member List Report

3018 Views 5 Likes
Directory Reporting Overview

1611 Views 2 Likes
Envelope List Report

1731 Views 4 Likes
Merge Directory Members

1892 Views 0 Likes
Merge Families

2001 Views 2 Likes
About Automatically Assigning Envelope Numbers in Directory

1828 Views 1 Like
Activate Envelope Starter Sets

2047 Views 5 Likes
Set Family Envelope Number in Directory

2243 Views 0 Likes
Set Auto-Increment Envelope Number

2269 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

693 Views 0 Likes
Change Name Style of an Envelope List

1344 Views 0 Likes
Delete Envelope Lists

1424 Views 1 Like
Family List Report

1450 Views 0 Likes
Edit User Permissions

1808 Views 2 Likes
Remove a User

1896 Views 0 Likes
Quick Task: Add to Envelope List

3121 Views 0 Likes
Quick Task: Replace Envelope List

2177 Views 0 Likes
Update Baptism Sacrament

342 Views 0 Likes
Update Confirmation Sacrament

350 Views 0 Likes
Update First Communion Sacrament

348 Views 0 Likes
Update Marriage Sacrament

385 Views 0 Likes
Update Anointing of the Sick Sacrament

303 Views 0 Likes
Edit Member External ID

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

93 Views 2 Likes
Raiser's Edge Export

77 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

42 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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