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Members

Enter Sacrament Information

In the Sacrament window, the tabs that you defined display a member's sacramental information. On each tab, you can enter and edit the information.

Note: If you purchased Sacramental Registers, additional features are available. The information you enter here is also updated in the Sacramental Registry if the sacrament was performed at your parish (indicated by selecting the Perf. Here option in the Addl field on the sacrament tab).
  1. On the Information tab, click Members > Sacraments.
  2. Locate the appropriate record.
  3. Click a tab, and enter the information. For details, see the Sacrament Field Information.
  4. At the top, click Save.

Sacrament Field Information

General Information

This information is common to most sacramental certificates.
Add Sacrament Documents
Upload additional documents related to the information you've entered.
Use Default Values
Inserts the default information stored for the family in the program. To include middle names from the member records, go to the Initial Setup window and select Include Middle Names when using the Use Default Values Button on the Family/Member tab.
Get Saint Name
Note: This feature is only available with the Orthodox installation of Church Office.
Select a saint name based on the birth date entered in the record. To learn more about managing the list, see Set Up Saint Names.

Sacrament tabs

You can customize the names of the other tabs located within the Sacraments section.
Use Saint Name (Confirmation tab)
If you have a member's saint name listed on the General Information tab, click this to copy it to the Confirmation Name field.
Status
If needed, select a status for the sacrament.

On the Marriage tab, if you select a status of Annulled, Widowed, or Divorced and save the record, the information for that marriage is moved to the upper-right corner of the tab. You can then enter information for another marriage.

Note: If you want to refresh sacrament information in the Sacramental Register, sacraments must have a status.
Addl
If needed, select any additional information for the sacrament.
Note: Only sacraments with an Addl option of Perf. Here are included when you refresh sacrament information in the Sacramental Register.
Profession of Faith (Baptism tab)
Select if a profession of faith was made. Available only for Catholic parishes. A date field for the profession of faith displays below the checkbox.
Performed by
Enter up to 150 characters for the name(s) of the celebrants as you want them to display when you print. For example, you can enter Fr. Brown and Rev. Jones or Fr. Brown, John Smith, & Sally Jones.

If you've added the celebrant in the Celebrant Names keyword list, click Celebrant from List to search for or select someone.

Place
Select an option from the drop-down list. To enter a different location, click Add.
To search for a place, click Search Place. Enter any information you know about the place, and click Lookup/OK.
  • If the search finds a single match, then that match is added to the Place field on the sacrament tab.
  • If there are multiple matches, they appear in a grid at the bottom of the search dialog box. You can double-click the one you want or select it and click Select/OK to add it to the Place field on the sacrament tab.
Conf. Letter Sent, Sent to Monsignor, and Volunteer Hours Met (Confirmation tab)
Select each requirement for the member's confirmation as it is completed. These checkboxes are just for reference in this window.
Verified
Select if a certificate of verification exists for the sacrament.
Certificate on File
Select if a certificate of verification is on file at the parish.
Notification Received (all tabs except Baptism)
Select if a notification was received for the sacrament.
Invalid
Select to mark a sacrament record as "Invalid". This is not a common situation, but there may be a time when the celebrant did not use the correct formula during a baptism and you need to note that the baptism is, therefore, invalid. If selected, the word "(Invalid)" follows the Sacrament Date or Celebrant anytime those fields show on the screen or print in reports. For example, "03/14/2021 (Invalid)" or "Fr. John Smith (Invalid)".
Volume/Page/Entry
Enter the volume, page number, and entry number where this sacrament is recorded in the sacramental archive. For volume, you can enter up to 10 characters, including numbers and letters. For page and entry, you can enter the numerical value in the field or click the calculator icon blue square with a rectangle and dots inside to display the program calculator.
Print Certificate
Click to open the report wizard. To modify a report, copy it, then make your changes to the copy. This prints for the member record you're currently on.

Date List

This tab displays a list of sacrament dates based on the sacraments you added. To move the sacrament information within the list, click the reorder icon blue arrow pointing up next to blue arrow pointing down. To reorder alphabetically, click the reorder icon then Sort.

If you change the status on the Marriage tab to Divorced, Widowed, or Annulled, and click Save, that information is recorded on the Date List tab.

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Last updated: November 4, 2024