Add, Edit, or Delete Clergy Name

This article provides the steps to Edit the Clergy Name in Settings.

You can add, edit, or delete a clergy member name in the Directory settings. Clergy members added in Settings appear in a prepopulated list of Presiding Clergy to select from when you Add a Sacrament to a member, saving you time when you record the sacraments your members receive.


Complete the following steps to edit a clergy member's name: 

1. In the main menu, select Settings.

2. On the Directory Settings card, click the ellipsis to view the drop-down menu.

3. In the drop-down menu, select Add Clergy Name  (if there is already a clergy member added, select Edit Clergy Name).

4. Enter/update the name of the clergy member.

To add another clergy member, click the plus sign icon.

To remove a clergy member from the list, click the minus sign icon next to the name.

5. Click Save.

The clergy member(s) now appear on the Directory Settings card:

For further information on available settings, please see Getting Started with Settings.


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