Directory | OSV Hub Knowledge Base

Change Family Contact Information in Directory

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About the Mission Pathways Grow Module

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Add, Edit, or Delete Clergy Name

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User Permissions and Adding a New User

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Directory Settings

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About Directory Dashboard

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Search for a Family or Member in Directory

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Giving Data Out of Sync

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Quick Tasks: Download Labels

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Quick Task: Assign Tag

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Quick Tasks: Export Contact Info

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Introduction to Quick Tasks

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About Filters in Quick Tasks

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Quick Task: Group Messages

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Request Family Information for Directory Using Filtered Groups

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Request Family Information to Update Directory

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Change Family Last Name in Directory

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Add Tags

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Deactivate a Family in Directory

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Verify Address Changes from the Post Office

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Add New Family to Directory

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Add a Family to an Envelope List

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View Online and Physical Contributions in Directory

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Update a Pledge in Directory

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View Pledge Progress in Directory

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How Members Verify their Information for Directory

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Identify Families who are Active Contributors

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Family Statuses

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Locate and View Directory Activity

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Add Public and Private Notes in Directory

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Delete a Member or Family

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Family Name Style Change

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How a Family Registers Using a Provided Link

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Locate and Provide a Public Registration Link

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Update Additional Pledge Options in the Directory

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Cancel a Pledge in Directory

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Change Head of Household in Directory

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About the Contributions Chart for Families and Members

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Upload a Family Photo

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Add or Update an Alternate Address in Directory

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About Public and Private Notes

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Approve or Reject a New Registration in Directory

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Edit Physical Contributions in the Directory

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Delete Physical Contributions in Directory

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Change Envelope Number in Directory

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Set the Diocesan ID in Directory

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Set a Registration Date in Directory

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Verify Family Information Updates

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Remove a Registration in Directory

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Reactivate a Family in Directory

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Update an Address in Directory

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View Mailing System Address in Directory

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Delete an Alternate Address in Directory

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Edit Public and Private Notes in Directory

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Link Accounts from the Directory to a New Managed Account

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Mark as Deceased

3507 Views 4 Likes

Edit the Date of Death

2534 Views 2 Likes

About Member Types

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Track Individual Member Separately

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Update Employment

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Update Member Demographics

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Update Member Contact Information

2231 Views 1 Like

Change Member Type

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Update Member Name

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Reactivate a Member in Directory

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Match Directory and Public Accounts

3050 Views 3 Likes

What happens to an account when a person is marked as deceased

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Directory Accounts and Public Accounts

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Add Member to Family in Directory

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Remove Track Separately

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Deactivate a Member in Directory

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Update Safe Environment Certification in Directory

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Move Member to Another Family

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Add and View a Sacrament

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Perform Annulment

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Marriage Sacrament

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Perform Divorce

2042 Views 1 Like

Perform Marriage

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Printable Blank Sacrament Certificates

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Delete a Sacrament

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Penance Update General Information

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Penance Update Participants

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Penance Update Registry Information

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Download Sacramental Certificates from Directory

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ParishSoft IQ & Non-IQ Export Differences

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File Import for Tags and Notes

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Create an Export from Online Giving Systems

1427 Views 1 Like

Import Contributions for Online Giving Transactions

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Run a Tax Report for a Family or Member from the Directory

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Parish Statistics Report

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Member List Report

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Directory Reporting Overview

1556 Views 2 Likes

Envelope List Report

1672 Views 4 Likes

Merge Directory Members

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Merge Families

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About Automatically Assigning Envelope Numbers in Directory

1785 Views 1 Like

Activate Envelope Starter Sets

1988 Views 5 Likes

Set Family Envelope Number in Directory

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Set Auto-Increment Envelope Number

2210 Views 1 Like

Change Envelope List Name on the Envelope List Detail Page

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Change Name Style of an Envelope List

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Delete Envelope Lists

1372 Views 1 Like

Family List Report

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Edit User Permissions

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Remove a User

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Quick Task: Add to Envelope List

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Quick Task: Replace Envelope List

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Update Baptism Sacrament

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Update Confirmation Sacrament

328 Views 0 Likes

Update First Communion Sacrament

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Update Marriage Sacrament

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Update Anointing of the Sick Sacrament

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Edit Member External ID

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Update a Confirmation Name on the Confirmation Sacrament and Certificate

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Raiser's Edge Export

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