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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Members and Constituents

Add a New Member

As new members and constituents join your parishes, create a record for each one.

  1. On the Families tab, click Members & Constituents.
  2. At the top, click Add Member.
  3. Select whether to create a new family or add the individual to an existing family.
  4. Enter the individual's information.
    Note: Some fields are predefined in PDS. You can add any other fields you need to track as user-defined keywords.
  5. To associate a member keyword with the individual, click the add icon green plus sign above the Keyword grid, and select the keyword.
  6. If you have any remarks about the individual, click the General or Confidential tab, and enter the information.
    Note: You can protect Confidential remarks with a password so that only those authorized can view or edit them. On the Administration tab, click Users & Passwords > Access and Privileges. Under Program Level, expand Members & Constituents, and select a security option for Confidential Mem Remarks.
  7. At the top, click Save.
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Last updated: October 29, 2024

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