Add a Diocesan Office, Department, or Organization Record
Add a record for any diocesan offices, departments, or organizations you want to track.
Diocesan Office, Department, and Organization Field Descriptions
- Personnel/Individuals
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In this window, click Add Assignment/Affiliation to insert a person with a position or role at the office/department. Use the tabs to view information about the selected person. Click Load Personnel to view the personnel record.
- User Fields
- This window displays fields that have been set up under , on the Institutions/Parishes tab. For more information, see "User Fields" on Initial Program Options Field Information.
- Directory Information
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Enter information such as the mission statement and founding date for an institution. You also have the option for the information to display in the printed directory.
- Documents
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You can add documents related to this office/dept/org. Enter the file name where a file is saved on your computer. Click View Document to open the file with the default program set for your computer.CAUTION: This does not save the document in the program; it only opens the document from the location on your computer. If you delete the file from the location you enter, it will not display in the program.Tip: If you need to save a copy of a document in the program (even if you delete the original), use the Add Documents button instead. For more information, see Add Documents.
- History Log
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Displays a grid where you can record the date and description of significant historical events with an institution. For more, see Manage an Institution's History Log.
- Letters, Etc.
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Displays a grid where you can keep track of multiple forms of incoming and outgoing correspondence for individuals at this office/dept/org. For more, see Track Interactions With People.
- Statistics/Values
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You can keep track of any statistics and values related to this office/dept/org. In the grid, enter the period, statistic/value type, count, and/or value.
- Rates/History/Keywds
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Manage funds in this window. For more information, see Development Funds.
- Billing Address
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Displays the billing address for the institution associated with a particular fund. For more, see Enter a Billing Address.
- Individual Letter, Label
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Access a report wizard with the option to create a custom label, envelope, or letter report. For more, see Address and Send a Letter.