Author: wpadmin

Gift in Kind

ParishSOFT Tips & Tricks
Any time you receive a gift from a parishioner that you wish to acknowledge but cannot report as a tax deductible gift, you may post it to a Gift in Kind Fund. Examples would be a CFSA gift received at the Chancery Office but NOT receipted in your office, or a check from a grain elevator or an investment fund. [icon name="file-pdf-o" class="" unprefixed_class=""]View Gift in Kind pdf
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Mail Merge

ParishSOFT Tips & Tricks
Working with CN Family Suite changes how we thing, use and process reports. Instead of going to a "report" button, we can apply filters, modify columns and view our data instantly. Most filter lists have the ability to download to a csv file. This csv file format enables you to utilize Mail Merge in World to print labels, letters or envelopes. [icon name="file-pdf-o" class="" unprefixed_class=""]View Mail Merge pdf
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CN Family Suite Transition Data

ParishSOFT Tips & Tricks
Let's review your database BEFORE the transition to CN Family Suite -- a clean database will enable a cleaner transition! NOTE! All your data is in the local database which ParishSOFT will have as a backup. [icon name="file-pdf-o" class="" unprefixed_class=""]View CN Family Suite Transition Data pdf
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Workgroups

ParishSOFT Tips & Tricks
Workgroups enable a parish to tag families. The Diocese of Sioux Falls has two workgroups that we utilize for managing mailings. [icon name="file-pdf-o" class="" unprefixed_class=""]View Workgroups pdf
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Envelope List and Labels

ParishSOFT Tips & Tricks
In a few short steps you can download a list of envelopes to send to your envelope printing company or generate labels for your own envelope distribution. [icon name="file-pdf-o" class="" unprefixed_class=""]View Envelope List and Lables pdf
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Sacramental Lookup

ParishSOFT Tips & Tricks
Sacramental record lookup is independent of the Member lookup in the CN Family Suite. CN Family Suite processes sacramental records independently of the Member record. This can result in a quicker lookup of a sacramental record with fewer clicks. Trick is knowing how best to use the search screen. [icon name="file-pdf-o" class="" unprefixed_class=""]View Sacremental Lookup pdf
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