ParishSOFT Tips & Tricks

Preparing for your End of Year Reports [icon name="file-pdf-o" class="" unprefixed_class=""]View End of Year Reports pdf

CN Family Suite enables you to email a family or member directly from the software. It does require some background set up within the ParishSOFT database. If you are NEW to using email within CN Family Suite, please let me know what email address you wish to use. Finally, some email service providers do not allow outside websites to send through their serves. If this is the case, we can create an sfcatholic account for you. [icon name="file-pdf-o" class="" unprefixed_class=""]View Email within CN Family Suite pdf

When a family is separating into two households or an adult child is leaving his/her family record and registering as an adult in a parish, you need to create a NEW family and import the member record. Steps in the pdf below will outline the process. [icon name="file-pdf-o" class="" unprefixed_class=""]View Split an Existing Family pdf

CN Family Directory has a Family List page that displays contact information and the Map Code for this parish. Exporting the Family List and filtering on Map Code enables you to generate lists by Map Code. [icon name="file-pdf-o" class="" unprefixed_class=""]View Map Code Report pdf  

CN Ministry Schedule enables you to schedule members of your parish in certain liturgies and other ministries. There are many reports in ministry scheduler that can be modified and resorted for a more condensed printing of a weekend mass schedule. The tips and tricks used in Excel can be applied to ANY worksheet so even if you are not using Ministry Scheduler, you use the Excel Tips. [icon name="file-pdf-o" class="" unprefixed_class=""]View Ministry Scheudler- Excel pdf

Organization Admin's have the rights to manage the staff list for an organization. Let's see how to add someone to your Staff List and enable logins for CN Family Suite. [icon name="file-pdf-o" class="" unprefixed_class=""]View Manage Staff pdf

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

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

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

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