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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

1705 Views 2 Likes
About the Mission Pathways Grow Module

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

2231 Views 0 Likes
User Permissions and Adding a New User

3538 Views 10 Likes
Directory Settings

1933 Views 0 Likes
About Directory Dashboard

2038 Views 1 Like
Search for a Family or Member in Directory

2731 Views 0 Likes
Giving Data Out of Sync

1415 Views 0 Likes
Quick Tasks: Download Labels

2349 Views 0 Likes
Quick Task: Assign Tag

1844 Views 0 Likes
Quick Tasks: Export Contact Info

2259 Views 0 Likes
Introduction to Quick Tasks

2874 Views 0 Likes
About Filters in Quick Tasks

3392 Views 1 Like
Quick Task: Group Messages

2103 Views 1 Like
Request Family Information for Directory Using Filtered Groups

2147 Views 1 Like
Request Family Information to Update Directory

2752 Views 0 Likes
Change Family Last Name in Directory

2532 Views 0 Likes
Add Tags

2550 Views 6 Likes
Deactivate a Family in Directory

2625 Views 2 Likes
Verify Address Changes from the Post Office

3035 Views 0 Likes
Add New Family to Directory

3160 Views 9 Likes
Add a Family to an Envelope List

2257 Views 10 Likes
View Online and Physical Contributions in Directory

1924 Views 2 Likes
Update a Pledge in Directory

1848 Views 0 Likes
View Pledge Progress in Directory

2081 Views 0 Likes
How Members Verify their Information for Directory

2272 Views 1 Like
Identify Families who are Active Contributors

2090 Views 2 Likes
Family Statuses

2418 Views 2 Likes
Locate and View Directory Activity

2316 Views 2 Likes
Add Public and Private Notes in Directory

2171 Views 1 Like
Delete a Member or Family

2589 Views 3 Likes
Family Name Style Change

2452 Views 2 Likes
How a Family Registers Using a Provided Link

2707 Views 12 Likes
Locate and Provide a Public Registration Link

2083 Views 3 Likes
Update Additional Pledge Options in the Directory

1811 Views 0 Likes
Cancel a Pledge in Directory

1859 Views 0 Likes
Change Head of Household in Directory

2148 Views 1 Like
About the Contributions Chart for Families and Members

2273 Views 0 Likes
Upload a Family Photo

1117 Views 0 Likes
Add or Update an Alternate Address in Directory

1904 Views 0 Likes
About Public and Private Notes

1486 Views 0 Likes
Approve or Reject a New Registration in Directory

2143 Views 0 Likes
Edit Physical Contributions in Directory

1991 Views 0 Likes
Delete Physical Contributions in Directory

1924 Views 0 Likes
Change Envelope Number in Directory

1631 Views 0 Likes
Set the Diocesan ID in Directory

1439 Views 0 Likes
Set a Registration Date in Directory

1615 Views 1 Like
Verify Family Information Updates

2313 Views 0 Likes
Remove a Registration in Directory

1256 Views 0 Likes
Reactivate a Family in Directory

1282 Views 0 Likes
Update an Address in Directory

1520 Views 1 Like
View Mailing System Address in Directory

1239 Views 0 Likes
Delete an Alternate Address in Directory

1128 Views 0 Likes
Edit Public and Private Notes in Directory

1500 Views 0 Likes
Link Accounts from the Directory to a New Managed Account

2862 Views 0 Likes
Mark as Deceased

3555 Views 4 Likes
Edit the Date of Death

2576 Views 2 Likes
About Member Types

1853 Views 0 Likes
Track Individual Member Separately

3277 Views 0 Likes
Update Employment

1794 Views 0 Likes
Update Member Demographics

1759 Views 0 Likes
Update Member Contact Information

2263 Views 1 Like
Change Member Type

2416 Views 1 Like
Update Member Name

2178 Views 0 Likes
Reactivate a Member in Directory

1191 Views 0 Likes
Match Directory and Public Accounts

3124 Views 3 Likes
What happens to an account when a person is marked as deceased

2108 Views 2 Likes
Directory Accounts and Public Accounts

1024 Views 0 Likes
Add Member to Family in Directory

2036 Views 0 Likes
Remove Track Separately

1641 Views 0 Likes
Deactivate a Member in Directory

2011 Views 0 Likes
Update Safe Environment Certification in Directory

1471 Views 0 Likes
Move Member to Another Family

1733 Views 0 Likes
Add and View a Sacrament

2652 Views 4 Likes
Perform Annulment

1912 Views 0 Likes
Marriage Sacrament

1829 Views 2 Likes
Perform Divorce

2078 Views 1 Like
Perform Marriage

2075 Views 0 Likes
Printable Blank Sacrament Certificates

1837 Views 6 Likes
Delete a Sacrament

1294 Views 1 Like
Penance Update General Information

1134 Views 0 Likes
Penance Update Participants

781 Views 0 Likes
Penance Update Registry Information

737 Views 0 Likes
Download Sacramental Certificates from Directory

1174 Views 4 Likes
ParishSoft IQ & Non-IQ Export Differences

1075 Views 0 Likes
File Import for Tags and Notes

2047 Views 1 Like
Create an Export from Online Giving Systems

1453 Views 1 Like
Import Contributions for Online Giving Transactions

2844 Views 0 Likes
Run a Tax Report for a Family or Member from the Directory

2982 Views 2 Likes
Parish Statistics Report

1812 Views 1 Like
Member List Report

2966 Views 5 Likes
Directory Reporting Overview

1584 Views 2 Likes
Envelope List Report

1709 Views 4 Likes
Merge Directory Members

1857 Views 0 Likes
Merge Families

1978 Views 2 Likes
About Automatically Assigning Envelope Numbers in Directory

1811 Views 1 Like
Activate Envelope Starter Sets

2024 Views 5 Likes
Set Family Envelope Number in Directory

2217 Views 0 Likes
Set Auto-Increment Envelope Number

2245 Views 1 Like
Change Envelope List Name on the Envelope List Detail Page

683 Views 0 Likes
Change Name Style of an Envelope List

1323 Views 0 Likes
Delete Envelope Lists

1407 Views 1 Like
Family List Report

1429 Views 0 Likes
Edit User Permissions

1785 Views 2 Likes
Remove a User

1878 Views 0 Likes
Quick Task: Add to Envelope List

3087 Views 0 Likes
Quick Task: Replace Envelope List

2145 Views 0 Likes
Update Baptism Sacrament

334 Views 0 Likes
Update Confirmation Sacrament

341 Views 0 Likes
Update First Communion Sacrament

339 Views 0 Likes
Update Marriage Sacrament

376 Views 0 Likes
Update Anointing of the Sick Sacrament

293 Views 0 Likes
Edit Member External ID

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

63 Views 0 Likes
Raiser's Edge Export

56 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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