Add/Edit Sacrament Tool
With the Add/Edit Sacraments Tool, you can add a new sacrament record or edit existing records for multiple members at the same time. For example, you may be working with a group of Confirmation candidates who just finished their classes and you want to record their sacramental information.
Note: This tool is only available in Catholic instances. But, we know other denominations track sacraments and may need to mass enter information. If that's you, please enter your feedback on the Idea Board and let us know how we can serve your needs.
- The tool is available on the following pages: Members, All Sacraments, Baptisms, Communions, Confirmations, Marriages, and any other sacrament pages you may have. You can launch the tool on its own, from a selection, or from an open record.
- If you launch the tool from a selection on one of the sacrament pages, that sacrament type is selected by default. You can select a different sacrament type to add or edit, if needed. For example, if you start from a Baptism record, you can select to add or edit the Confirmation record instead, without having to leave the tool.
- When you add or edit multiple records, you can enter common information (like the sacrament date, registry volume and page, celebrant, and parish) once and copy it to subsequent records. That way, you don't have to enter the same information over and over again! Then, enter unique information (like place of birth, parents, and sponsors) for each individual separately.
- Within the tool, you can add a Contact record for a member's mother, father, celebrant, or parish if the one you need isn't listed.
Example showing the Add/Edit Sacrament Tool:
Example of adding a Contact within the tool:
Note: SPoCs can grant user access to this tool.