The Address tab displays basic address information for the church or institution. You can also track the software used to maintain data.
The Mailing Addr tab displays the mailing address for the church or institution if it's different from the information entered on the Address tab.
The Contacts tab displays contact information for representatives of the church or institution. You can add a primary contact and any additional contacts.
The Comments tab displays notes about the church or institution.
To enter comments, click the Comments field and enter your notes. When you finish, click Save.
The Keywords tab displays miscellaneous keywords for the church or institution. You can select keywords from the Keywords/Tables menu or add keywords as necessary.
The Documents tab displays names and locations of files associated with the church or institution. You can document multiple files.
The History Log tab displays dates and descriptions of the church/institution's events.
The Statistics tab displays the church/institution's statistical information based on keywords you select.
The Chart of Acct tab displays the chart of accounts (COA) for the church or institution. You can obtain a church/institution's COA on the Data Transfer tab. You can also map accounts in the church/institution COA to accounts in the diocesan COA. You can only view the information on this tab, but you can add your diocesan accounts to the COA account listing.
- On the Churches and Institutions window, click the Church/Inst. Detial tab.
- Click the Chart of Acct tab.
- Click Add Accounts.
- To add all accounts in the master list of accounts, select Add in All the accounts for this church.
- If you want to remove all accounts currently listed, select Delete Current Accounts First.
- Click Accept/OK. The master list of accounts is added to the listing for this church or institution.
The Parish Vendor tab displays information that comes from the parish's vendor table in your PDS Ledger program. This information displays based on the Ledger data path that you specify on the Password tab.
The information in this grid is view-only.
The Password tab displays the password that the church or institution uses to upload its data to your DioView database. For information on uploading church/institution data, see the Data Transfer tab on Churches and Institutions.