ParishSOFT: How To's

Topics discussed on this page include:

• Family Information
• Members Information
• Contributions
• E-mail
• Envelopes
• Labels
• Mail Merges
• Maintenance
• Pledges

How To PDFs:

• Adding a New Family
• Adding a New Family Member
• Deleting Families or Members
• Finding Families or Individuals
• Marking Families Inactive
• Adding Zip Codes
• Creating a New Family when Members are Already in the System
• Adding Extended Family Members to Indicate Family Relationships
• Compiling Families and Members for a Picture Company for a Directory

Reports

• Producing a Registered and Active Only Parish Families List in Excel
• Printing Parish Roster List
• Printing New Families Since a Certain Date
• Printing Inactivie Families Since a Certain Date

How To PDFs

• Import Family Member
• Indicating Individuals are Married
• Indicating Individuals are Deceased
• Birthday Report of Members
• Finding Members by Age Range
• Listing Members with Birthdates and Religion
• Catholic Only Parish Members
• Deceased Members in a Certain Date Range

Reports

• Widows in the Parish
• Members with All Career Types

How To PDFs:

• Adding an Offertory Fund
• Adding Permissions for Funds
• Editing an Offertory Fund
• Setting Up Preferences in Offertory
• Posting Offertory by Batches
• Editing Information in a Batch
• Finding Donations Not in a Batch
• Process an NSF Check
• Year to Date View of Total Giving for Families
• Managing Batches

Reports

• Printing a Receipt for a Contribution
• Contributions Over $250
• Contributions per Batch and Date
• Contributions per Posting Date and Fund
• Contributions Report per Family for Whole Parish
• Monthly Detail Report via Family's Contributions
• Three-Year Contribution Comparison per Family
• Printing a Zero Givers' Contribution Report
• Giver Report via Workgroups for Various Families

How To PDFs:

• E-mailing from ParishSOFT
• Tips for E-mailing
• Setting Up Constant Contact

How To PDFs:

• Sending an Envelope File to an Envelope Company
• Sending a Workgroup to an Envelope Company for Envelopes
• How to Find Families Not Getting Envelopes

Reports

• Printing Labels for Families
• Printing Partial List of Labels
• Printing a Label for a Single Family
• Setting Preferences for Labels in ParishSOFT
• Printing Off Envelopes for Families in ParishSOFT
• Adult Catholic Females Only Labels
• Printing Labels from a Custom Query in Access 2007

Templates

• Avery 5160 Label Template
• Avery 5167 Label Template
• Avery 5351 Label Template

How To PDFs:

• Mail Merges in ParishSOFT
• Mail Merges in ParishSOFT_Word 2003
• Mail Merges from Excel
• Mail Merges from Excel_Word 2003
• Editing Mail Merge Templates
• Advanced Editing of Mail Merge Templates
• Mail Merge from Custom Queries

How To PDFs

• Running Compact and Repair and Database Maintenance
• How to Run Duplicate Checker
• Resolving Duplicate Parishoners when Members are Under Different Families
• Running Bulk Auto Fill for Salutations
• Adding Staff Members
• Adding New Celebrants
• Updating Snowbird Addresses
• Updating Staff
• Updating Staff in a Synching Database

Updating ParishSOFT Software

• Backup and Import your Custom Reports
• Updating Yearly Registration Licenses

Set Up References

• Setting Up your ParishSOFT Software for the First Time
• Setting Up Backups on your Database
• Setting Up Staff Members
• Enabling Macros MS Access 2013
• Enabling Macros MS Access 2007 and 2010
• Changing your Database in ParishSOFT
• Change your Password 

How To PDFs:

• Adding an Offertory Pledge Fund and Pledge for 2014

Reports:

• Pledge Confirmation Letter to Families
• Pledge Confirmation Letter to Families_Edits Advanced
• Pledge Quarterly Statements
• Pledge Letters for all Pledge Families
• Pledge Reports of Totals Entered for Families
• Report Off All Pledging Families to a Pledge
• Running Pledge Reports and Listings of Various Families
• Customized Pledge Letters for All Pledge Families

Templates

• Pledge Thank You Total Amount Template
• Pledge Thank You with Payment and Total Amount Template
• Pledge Letter Thank You Midway Through Template
• All Families Pledge Letter Template