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.
Add Sacrament Records
Tip: If you're adding records for a group of members, such as a Confirmation class, you can create a selection with those members to use in the tool.
You can find the new records under All Sacraments or the specific page of the sacrament you added.
Edit Sacrament Records
Sacrament Tool Fields
Different fields display for each sacrament type you select. Here's additional information on some of the fields you'll see in the tool.
For more on this feature as a whole, see Sacraments.
- Copy Shared Sacrament Details to Next Record
- When adding or editing a group of records, you can copy the common information to subsequent records, including Date of Sacrament, Date Accuracy, Sacrament Registry Volume and Page, Name of Celebrant, and Name of Parish Where Sacrament Occurred. Specific sacraments have additional shared details. These are editable on individual records so you can make changes if needed.
- Date Accuracy
- Indicates how accurate the Date of Sacrament is. This is useful in cases where you only know a partial date; for example, historical records only show the month and year. In that case, you can enter the date as "04/01/1942" and select "Month/Year" for the accuracy to indicate that only April 1942 is known for sure.
- <Sacrament> Verified
- Indicates that the sacrament was verified by staff, when needed for your purposes.
- Add a File
- Attach any files related to the sacrament that you want to track, such as a copy of the certificate. You can upload up to 20 MB per file.
- Create New Contact
- There's a search icon in the Name of Celebrant, Mother's Name, Father's Name, and Sponsor Name fields. If you search but don't find a record for that individual, you can add a new Contact record.
Note: This only creates the Contact record with the details you provide. No Family, Member, Donor, or Address records are created for this individual.
- Create New Parish of Sacrament
- There's a search icon in the Name of Parish Where Sacrament Occurred field. If you search but don't find a record for that parish, you can add a new Sacrament Place record.