Parishsoft RoadShow Des Moines, IA September 11th, 2018

ParishSOFT Tips & Tricks
Dates: September 10th and 11th Where: Des Moines, IA Agenda Workshops Step 1: Register for the one day conference on the Parishsoft Road Show website below. You will be prompted to pay $25/person. If you prefer to send a check, you can exit out at the end of the registration on the payment section and send a check directly to Parishsoft.   Register Today! Step 2:  Transportation and Lodging Questionnaire -- be sure to complete the survey so we have an accurate head count for bus ride and lodging. We cannot rent a bus if we have less than 20 people so be sure to REGISTER!    Transportation and Lodging Questionnaire The bus will depart from Sioux Falls Cathedral west parking lot at 2pm. Please arrive by 1:30 for loading the van in the Cathedral…
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Anniversary Mass

ParishSOFT Tips & Tricks
Parishsoft CN Family Suite can provide you with Anniversary Mass Invitees. Please see the attached handout to generate your list to be emailed as a csv file to tgeiver@sfcatholic.org Terri Geiver. Thank you. Anniversary Mass
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ParishSOFT 4.3.7 Update, Online Giving SEP

ParishSOFT Tips & Tricks
Please take time to watch the video of ParishSOFT updates / release notes for 4.3.7.   [embed]https://vimeo.com/167474470[/embed] There are approximately 15 parishes that utilize an online giving solution in our diocese (that I know of). ParishSOFT is pushing hard to sell its platform CN Giving. While it will have a direct connection into CN Family Suite, there are some missing features: namely managed givers. PLEASE contact me prior to committing to an online giving solution. I have researched MANY platforms (approximately 20 different products) and believe the diocese will settle on a platform within the week. Once we decide on the product, we will negotiate the rates and pass the savings onto the parishes. Giving electronically continues to increase ­­ parishes should embrace the technology and recognize the ease in…
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ParishSOFT 4.3.6

ParishSOFT Tips & Tricks
Please take time to watch the video of ParishSOFT updates / release notes for 4.3.6 Highlights! When you inactivate a family, you will receive a prompt asking you to inactive its members. When creating a matrimony record, it will search for a potential spouse in the family record greatly reducing search time for linking husband and wife. This only has to be done once (not on both member records). You can edit a family record if you created it regardless of its registration status. Posting to pledges will prompt you to add an adjustment if pledge balance is paid (YIPPEE)! [embed]https://vimeo.com/167474470[/embed]
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Zero Givers Report

ParishSOFT Tips & Tricks
It is that time of year to check who had not given to a particular fund. You can find this list quickly by running your Contribution Statement Report for the fund. [icon name="file-pdf-o" class="" unprefixed_class=""]View Zero Givers Report pdf
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