Ideas to Impact Conference: May 28-31, 2019

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You can add or edit member records by navigating to Families > Members & Constituents. As new members join your parishes, use the following procedures to create a record for each member.

Useful Information

Only add members after you create a family record for them.

 To add a member
  1. At the top, click Add Member.
  2. Select whether to create a new family or add the member to an existing family.
  3. Enter the new member's information.
  4. Click Save.
 To associate a keyword with a member
  1. In the navigation pane, click Personal.
  2. Locate the appropriate member.
  3. Under Keywords, click the add icon .
    • To select a keyword from the current list, click the drop-down arrow.
    • To add a new entry, enter a description, press Tab, and click Add to the List.
  4. Click Save.
 To insert a remark
  1. In the navigation pane, click Personal.
  2. Locate the appropriate member.
  3. Under Remarks, select General or Confidential.
  4. In the Remarks text box, enter notes or comments.
  5. To check spelling, right-click in the text box, and click Spell Check.
  6. Click Save.

  

If a member attended or currently attends another parish, you can add those in the Addl. Parishes window. You can also post additional parishes to multiple member records.

If members work at or are affiliated with a parish, you can add personnel assignments/affiliations.
  

Additional Field Information

Keyword Fields
The following are optional fields:

  • Relationship — Enter the relationship of this individual to the family.
  • Grade/Degree — Enter the member's highest grade or degree attained.
  • Marital Status
  • Language — Enter the member's native language.
  • Ethnicity

An additional field displays for each user keyword you define. For more information on user-defined keywords, see Keyword Descriptions.

Useful Information

To add new keywords to the lists, click the drop-down next to the field, and click Manage. You can also access and manage these keyword lists from the relevant keywords section on the File menu.

Location
Enter the member's place of work or school, or enter any other location you want to track.

Remarks
An asterisk displays beside each category (General or Confidential) that contains remarks.

Useful Information

You can protect remarks with a password so that only those authorized have access to them. On the Administration tab, click Users & Passwords. Under Program Area, locate Members > Confidential Mem Remarks. Select the security option you want.

Keywords
You can associate miscellaneous information with the member. This list uses entries from the Member Keywords list. For more information, see Manage and Print Keywords.

Screen Changed
Provides the date that information in the current window was last changed.



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