Add a Parish or Facility Record
Add a record for any parish or facility you want to track.
Parish and Facility Field Descriptions
- Primary Information
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Enter any information you need to track about this parish or facility.
- Personnel/Individuals
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In this window, click Add Assignment/Affiliation to insert a person with a position or role at the parish/facility. 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 a parish/facility. You also have the option to display the information in the printed directory.
- Documents
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You can add documents related to this parish/facility. 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 parish/facility. 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 parish/facility. In the grid, enter the period, statistic/value type, count, and/or value.
- Password
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Password If your diocese has multiple parishes installed on one computer, you can authorize users from those parishes to access all databases. To do this, you must have the passwords for each parish. See Add Data Synchronization Passwords.
- 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.