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Please reference the document below for Dicoese of Baker specific how-to documentation on basic procedures and processes within the ParishSOFT online tool. The following main topics are referenced on this page:
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Family Directory
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Offerings and Pledges
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Religious Education
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Ministry Scheduler
Family Directory
How To PDF's
- Setting Up Staff
- Setting Up E-mail Preferences
- Saving Grid Lay-Out Preferences
- Saving Filter Preferences
- Adding New Families and Members
- Adding a Family as Unregistered (contributor, visitor, etc)
- Exporting Envelope List to Send to Vendor
- Labels for Parish Mailings
- Labels for Families of Specific Members within an Age Range
- Labels for Only Some Members
- Labels for Families You Did Not E-mail
- Listing Members by Age Range
- Birthday Reports for Specific Age Range
- Printing Lists of Members in a Workgroup
- Marking Members Deceased
- Printing Prefilled in Registration Forms
- Printing Sacrament Certificates
- Printing Sacramental Notifications
- Printing a Parish Roster
How To Videos (from ParishSOFT):- Adding and Deleting People
- E-mailing from the Family Suite
- Setting Up Workgroups
- Simple Search for People
- Searching and Filtering for Reporting
- Adding Members to Families
- Exporting Envelope List to Send to Vendor
- Importing a Member into a New Family
Offerings and Pledges Updated January 13, 2023
How To PDFs:
Offertory Settings
Offertory Search by DUID
Adding in a Fund
Fund Settings and Permissions
Posting Offertory
Editing Contributions in Closed Batches
Adding Pledges by Batches
Donor Summary Reports
Preparing and Pulling End of Year Statements
Importing from Online Giving or Spreadsheets into Offering
Creating a Correction Batch
Posting Contributions in a Batch:Creating a Correction Batch
Click here for a step-by-step guide on how to post contrbutions to a batch.
Occasionally, we will need to correct contributions in a batch that has already be closed. Click here for a step-by-step guide on how to create a correction batch.How To Articles:
Click here for a series of "Getting Started" articles that will guide you through ParishSOFT Offering.
Religious Education
How To PDFs:
- Setting up RE to default to correct sessions
- Printing class lists for registration day
- Printing labels for all or specific classes in RE
- Changing Room Numbers for a Class
- RE Exports and Class Rosters
- Printing Book Labels for Classes
- RE Student Book Label Template for Download (in MS Word template format)
- Printing Labels for Families of Children of Specific Ages
- Getting a Count of Students
How to ParishSOFT Support Links:
Ministry Scheduler
How to Documents:
How to Videos:
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