Office, Department, and Organization Overview
The Office/Depart./Org. Overview displays all the important information about a diocesan office, department, or organization so you can get a quick understanding. On the Diocese tab, click .
Office/Dept/Org Information
Click a piece of information to view more details or edit it. For example, if you click the address, you are taken to the Primary Information window where you can edit it. If you click assigned personnel, you are taken to the Personnel/Individuals window.
For Personnel/Individuals Assigned, you can toggle between Show Active & Inactive and Show Just Active. If you don't want pictures to display, click Hide Pictures. To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Fund Information
The Fund Overview displays all the important information about the funds for an office, department, or organization so you can get a quick understanding. On the Diocese tab, click .
All funds display on the right, and the information for the selected fund displays on the left. Click Total Options to select whether you see grand totals, totals through today, or totals through a certain date. Click a piece of information to view more details or edit it. For example, if you click an activity total, you are taken to the Rates/History/Keywds window where you can edit it or add another.
To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.
Customize What You See
You can select which information to show or hide on the Overview. In the top-right corner of the window, click the gear icon . From here, you can select which information sections you want to display.