Add a New Member

As new members join your parish, create a record for each one.

  1. On the Information tab, click Members.
  2. At the top, click Add Member.
  3. Select whether to create a new family or add the individual to an existing family.
  4. Enter the individual's information.
    Note: Some fields are predefined in PDS. You can add any other fields you need to track as user-defined keywords.
  5. If the individual is also personnel, select the appropriate checkbox(es). This creates and links a personnel record with this individual. Click Go To to open the linked personnel record.
  6. To associate a member keyword with the individual, click the add icon green plus sign above the Keyword grid, and select the keyword.
  7. If you have any remarks about the individual, click the General, Confidential, or Special Circumstances tab, and enter the information.
    Note: You can protect Confidential and Special Circumstances remarks with a password so that only those authorized can view or edit them. On the Administration tab, click Users & Passwords > Access and Privileges. Under Program Level, expand Members, and select a security option for Confidential Mem Remarks and/or Member Special Circumstances.

    Special Circumstances indicate medical conditions.

  8. At the top, click Save.