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These tabs display on the Church/Inst. Detail tab in the Churches and Institutions window.

The Address tab displays basic address information for the church or institution. You can also track the software used to maintain data.

Additional Field Information

Institution Type
Displays the type of the church or institution. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them here.

Software Used
Displays the account-management program that the church or institution uses. You can select PDS Ledger (PDS LED), PDS Ledger/Payroll (PDS LED/PR), a version of Intuit® QuickBooks® (QB 2003 or higher), or another program (Other).

Map
Displays a map of the address entered for the church or institution. The default map displays using Google Maps™. When the map displays, you can select a new mapping service by clicking Mapping Preferences. If you select Other, enter the web address of the mapping service you want to use, and click OK. To return to DioView, click the red X at the top right of the window.

City/State
Displays the city and state of the church or institution. When you select the field, the default city and state display. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

Region
Displays the region for the church or institution. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

General Size
Displays the approximate population size for the church or institution.

Language
Displays the predominant language spoken at the church or institution. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them here.

E-Mail
Displays the email address for the church or institution. To send an email using your default email program, click the email icon.

Web Site
Displays the web address for the church or institution. If you enter a web address, include only the part after "http://". For example, if the web address is "http://www.church.com/", enter only www.church.com. To view the website in your default browser, click the browser icon .

Phones
Displays phone numbers for the church or institution. In the Description column, enter the type of phone number. In the Unl. column, select the check box for each unlisted number.

Reorder
Arrange the phone numbers in a particular order. Select a phone number and use the arrow buttons to move it in the list.

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.

Additional Field Information

Address
Displays the mailing address for the church or institution.

City/State
Displays the mailing city and state of the church or institution. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

The Contacts tab displays contact information for representatives of the church or institution. You can add a primary contact and any additional contacts.

Additional Field Information

Contact
To enter more information, such as the fields below, click the ellipsis icon (...).

  • Name — Contact's name as it displays in the program and on reports.
  • Mailing Name — Contact's name as it displays on mailings.
  • Salutation — Contact's name as it displays on salutations in letters and statements.
  • Recalculate — Reset the mailing name or salutation to the original program-generated format.

Position
The employment position of the contact. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

Map
Display a map of the address entered for the contact. The default map displays using Google Maps™. When the map displays, you can select a new mapping service by clicking Mapping Preferences. If you select Other, enter the web address of the mapping service you want to use, and click OK. To return to DioView, click the red X at the top right of the window.

City/State
The city and state of the contact. When you select the field, the default city and state display. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

Language
The predominant language spoken by the contact. If you have keywords set up, you can select one from the drop-down list. You can add new types to the keyword list by entering them in this field.

E-Mail
The email address for the contact. To send an email to this person using your default email program, click the email icon.

Phones
The phone numbers for the contact. In the Description column, enter the type of phone number. In the Unl. column, select the check box for each unlisted number.

Reorder
Arrange the phone numbers in a particular order. Select a phone number and use the arrow buttons to organize it in the list.

Other Contact Tabs
Display contact information for additional contacts for the church or institution. Click the tab at the bottom to display the contact information.

Reorder
Arrange contacts in a particular order. Select a contact and use the up and down arrow buttons to organize it in the list. The first contact in the list is the primary contact. To arrange contacts alphabetically, click Sort.

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.

Additional Field Information

Insert
Insert a new keyword description.

Line Delete
Remove the selected keyword from the church or institution.

Reorder
Arrange descriptions in a particular order. Select a keyword and use the arrow buttons to organize it in the list. To arrange keywords alphabetically, click Sort.

The Documents tab displays names and locations of files associated with the church or institution. You can document multiple files.

Additional Field Information

Insert
Insert new document information for the church or institution. In the Date column, enter the date, or click the calendar icon to select a date. In the Description column, enter a description of the file. In the Filename column, enter the path and name of the file, or click the folder icon to select the file.

Line Delete
Remove the selected document information from the church or institution.

The History Log tab displays dates and descriptions of the church/institution's events.

Additional Field Information

Insert
Insert new event information for the church or institution. In the Date column, enter the date, or click the calendar icon to select a date. In the Description column, enter a description of the event.

Line Delete
Remove the selected event information from the church or institution.

The Statistics tab displays the church/institution's statistical information based on keywords you select.

Additional Field Information

Insert
Insert new statistical information for the church or institution. In the Period column, enter the time period select a date. In the Statistic column, enter the type of the statistic you want to record. In the Count column, enter the value of the statistic.

Line Delete
Remove the selected event information from the church or institution.



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.

 To add accounts to the selected church or institution
  1. On the Churches and Institutions window, click the Church/Inst. Detial tab.
  2. Click the Chart of Acct tab.
  3. Click Add Accounts.
  4. To add all accounts in the master list of accounts, select Add in All the accounts for this church.
  5. If you want to remove all accounts currently listed, select Delete Current Accounts First.
  6. Click Accept/OK. The master list of accounts is added to the listing for this church or institution.

   

Additional Field Information

Go To Account
Display the selected account's COA Detail window.

Customize View
Customize the grid properties and fields that display.

Print View
Display the Print List window where you set print properties, preview the list, and print it.

Add Accounts
Add the diocesan master list of accounts to the church/institution's complete COA in DioView. Accounts are not added to the church/institution's personal database.

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.

Additional Field Information

Church Password
The password that the church or institution uses to transfer data to DioView. You can assign this password or retrieve it from the church or institution.

Ledger Data Path
Enter the location of the folder in which you store the church/institution's Ledger backup files.

Retrieve Ledger Backup
Retrieve and download Ledger backup files from the web service. This creates or updates a backup folder at the location specified in Ledger Data Path. The backup file is stored in this location after you run the synchronization process in DioView.

Expand Backup
Unzip your backup files from the web service. These files, which are uploaded to the web service after you run the synchronization process in the Ledger program, are loaded into the "\Data" folder at the location you specified in Ledger Data Path.

Date Last Uploaded
The date that the church or institution last transferred data to DioView. If the church/institution does not transfer data, this field is blank.

Latest Closed Month
The month that the church or institution last closed its books. If the church/institution does not transfer data, this field is blank.

Church uses Realm Financials
If your parishes use Realm Financials, you can connect their sites and pull their monthly totals into DioView. For more information on this feature, see Loading Data from Realm Financials.