Add a Group or Business Record

Add a record for any groups or businesses you want to track.
  1. On the Diocese tab, click Groups & Businesses.
  2. At the top, click Add Group.
  3. Enter the name and ID of the group/business.
    Note: For your convenience, you can configure DioOffice to assign ID numbers automatically. For more information, see Set ID Number Options.
  4. Enter any other necessary details.
  5. At the top, click Save.

Group and Business Field Descriptions

Personnel/Individuals

In this window, click Add Assignment/Affiliation to insert a person with a position or role at the group/business. Use the tabs to view information about the selected person. Click Load Personnel to view the personnel record.

Documents
You can add documents related to this group/business. 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

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.

Displays a grid where you can keep track of multiple forms of incoming and outgoing correspondence for individuals at this group/business. For more, see Track Interactions With People.

Rates/History/Keywds

Manage funds in this window. For more information, see Development Funds.

Billing Address

Displays the billing address for the institution associated with a particular fund. For more, see Enter a Billing Address.

Individual Letter, Label

Access a report wizard with the option to create a custom label, envelope, or letter report. For more, see Address and Send a Letter.