Ideas to Impact Conference: May 28-31, 2019

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You can add or edit parish or facility records by navigating to Parishes & Facilities.

 To add a parish or facility record
  1. On the Parishes & Facilities tab, click Parishes & Facilities.
  2. At the top, click Add Parish. The Primary Information window displays.
  3. Enter the Parish/Fac Name and Parish/Fac ID.

    Useful Information

    For your convenience, you can configure DioOffice to assign the ID number automatically.

  4. Enter any additional information about the parish or facility.
  5. Click Save.

   

Additional Field Information

Mailing Address
If the parish or facility doesn't have a mailing address different from the street address, you can leave this field empty.

Personnel/Individuals
Click Add Assignment/Affiliation to insert a person with a position or role at the parish. Use the tabs to view information about the selected person. Click Load Personnel to view the personnel record.

Directory Information
Enter information such as the mission statement and founding date for a parish/facility. You also have the option for the information to display in the printed directory.

Documents
Enter the location (file name) where a file is saved on your computer. Click View Document to open the file with the default program set for your computer.

This does not save the document in the program; it only opens the document from the location on your computer. If you move or delete the file from the location you enter, it does not display in the program.

History Log
Displays a grid where you can record the date and description of significant historical events with a parish/facility. For more information, see Manage an Institution's History Log.

Letters, Etc.
Displays a grid where you can keep track of multiple forms of incoming and outgoing correspondence for a parish/facility. For more information, see Track Interactions With People.

Statistics
You can keep track of any statistics in this window. Enter the period, statistic, and count.

Password
If your diocese has multiple parishes installed on one computer, you can authorize users from those parishes to access all databases. To do this, you must have the passwords for each parish. For more information, see Add Data Synchronization Passwords.

Rates/History/Keywds
Manage funds in this window. For more information, see Manage Development Funds.

Recap/Totals
View the totals paid to fund activities and totals and balances due for charges. For more information, see View Recaps of Fund Activities and Totals.

Billing Address
Displays the billing address for the parish/facility associated with a particular fund. For more information, see Edit a Billing Address.

Individual Letter, Label
Open a report wizard with the option to create a custom label, envelope, or letter report. For more information, see Address and Send a Letter.



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