Parish Support

Diocesan Training Videos 18

• 6 Pillars-Standard Operating Policy for Parish eCatholic ChMS Usage -GB Diocese
• Personalized Training for ChMS (formerly GabrielSoft) Available
• MOVED! Annual Statements -Family Explorer, Family Record & Fund Maintenance
• Webinar - ChMS -DIY Maintenance 2/15/24 (continued from Jan 2024)
• Webinar - It's ChMS Maintenance Time! (Jan 18, 2024)

View all 18

Technology in the Church 1

• Fr Dan Felton Technology in the Church

GB Diocese Parish and Employee Directory 2022 1

• Directory of Parish Contacts for Diocese of Green Bay

Getting Started with eCatholic ChMS 8

• Getting Started with Gabriel
• Standards for Family Last Names - Gabriel
• To Search Across all Parishes using Family Explorer
• Webinars: Back To Basics Pt1 & Pt2, Family & Member Maintenance
• Family Lists - Options to pull reports of Families in a Parish

View all 8

Family Status 9

• Family Status, Member Status, Registered Church Defined
• One Family record in Diocese (Video)
• Identify "Do not send mail" to Parishioner
• "New Register" Family Status
• Gabriel Family Unit Definition

View all 9

Parishioner Relationship Management (PRM Notes) 3

• PRM Notes - Entry & Reports (Parishioner Relationship Mgmt)
• How To-PRM Notes -Parishioner Died but Parish did not hold the funeral
• Gabriel Webinar 2/16: Notes, Notes & PRM Notes

Family Maintenance under Churches Tab 5

• Family Maintenance under Churches Tab
• Registered Family (Churches)
• Family Search across the Diocese in Classic View
• Add an Existing Family to Your Parish (Add to Church, Pull a Family Over) Explorer and Classic View
• Inactivate a Family that leaves the Parish

Mailing, Emailing and Texting 4

• Emailing/Texting Families, Members, Committees, Family Tags and RE Families
• How email & texting works
• Explanations for Email Undeliverables
• Mailing Labels

Member Portal 1

• Member Portal Information

Adding a New Family and the Associated Member records 1

• Family: Search across the Diocese, Pull Family in, Add New

Separate a Member into their own Family or Add them to an Existing Family 5

• Moving an Existing Member Record into a New Family (Video)
• How to Separate a Family, Create a New Family, or Add to Existing Family
• How to Handle a Divorce or Separation
• Webinar 8-18-22, How About those Adult "Kids"
• Gabriel Webinar 8-18-22 What About Those Adult "Kids"?

Family and Member Search 2

• Family and Member Search
• NEW! Member Explorer in GabrielSoft

Member Status 2

• Member Status
• Track Students by Graduation Year

eCatholic ChMS Login 0

Sacraments 10

• Sacraments (All) Defined for Annual Report & ChMS Entry: "The Rules"
• Sacrament Entry for Baptism, 1st Communion, Confirmation & Anointing
• How to Enter Matrimony (Marriage) Sacrament Records
• Webinar -7/14/21-Sacraments in Gabriel and Annual Parish Report
• Sacraments: Death & Marriage

View all 10

Standard Committees (Councils, Staff, Boards) 3

• Trustees & Council Chairs - Adding to Standard Committee
• Enter Member into a Standard Committee Video and How To Guide
• How to Guide: Add a Member to a Standard Committee

Church Committees, Explorer Tool 6

• New Committee
• Add Member to a Committee
• Video - Adding a Member to a Committee
• Webinar 5/12/2021 Committees-Standard & Church
• Committee Explorer Navigation: Video Demo, Webinar & How To

View all 6

Funds in Gabriel 5

• Fund Names With a Year in the Name
• Making Funds Inactivate
• Renaming Funds
• Funds to be Made Inactive
• Fund Attributes

Entering Contributions (manually, by batch, electronic, on-line) 11

• Entering Contributions, Pledges & Batch Entries
• On-line Giving Options (suggested by Catholic Foundation) 3/24/20
• Stripe Instructions
• Entering Loose Collection (Cash offertory) into Gabriel (Budget 99999)
• Entering Contributions into a Fund

View all 11

Envelope Numbers to Printer/Vendor 2

• Envelope number to the printer
• Church Budget Envelope Integration

Year End Statements for Taxes 8

• Webinar: Jan 13-All About $$-Year End Statements
• QuickBooks Online year-end planning
• QuickBooks Desktop year-end planning
• Year End Tax Statements in Gabriel- Webinar/How to
• Reports - Year End Statements - Customizable

View all 8

Pledges or Capital Campaign 1

• Capital Campaign Management & Adding a Pledge to a Family

Instructions for AFI Parish Financial Report 1

• AFI, PPP, FFCRA Webinar-Update and Feedback 12/9/2020

Chart of Accounts 2

• Chart of Accounts Documentation for Quickbooks
• Chart of Accounts List (Excel format)

Contributor Reporting Options: Zero Givers Report 1

• Zero Givers Report

One By One Capital Campaign 3

• Project Goals and Requirements
• Gabriel Design Document
• Campaign Report

Mass Schedule and Counts 1

• Mass Schedule and Mass Counts

Ministry Scheduler 1

• How the Ministry Scheduler works

Setting up Religious Education Program 5

• Steps to Set Up Relig Ed Program in the RE Module
• RE Tuition - Fund, Pledge, Payments & Statements
• Work Flow-Religious Ed Module Steps to Set Up
• On-line RE Registration Form Instructions
• Gabriel Webinar - Setting up Religious Education Module 10/17/23

Religious Education 4

• Webinars - RE Module & Online Registration (Resources & Multiple Videos)
• Adding Members to Religious Education
• Religious Education Enhancement 7/2019
• Religious Education Tuition

New Users 5

• Register a New User for Access/Security to eCatholic ChMS
• User Security Work Flow/Decision Tree
• User Security Overview for Church Administrator
• Webinar-Oct 27-User Security Ins & Outs
• Add New GabrielSoft Users or Update User Emails

Newsletters and Updates thru 2021 13

• Church Management Software Updates (Naming standards, Family defined, Contributions) 4/20/2020
• Church Management Software Updates (Duplicate Families, CARES Act, Fund names) 4/27/2020
• Church Management Software Updates (Family Last/First name & search) 5/5/2020
• Family Naming Standards (mailing name & salutation)
• Church Management Software Updates (Committees and Positions) 5/28/2020

View all 13

Running Reports 4

• Selecting Options in Reports
• Report Toolbar Navigation
• Webinar-Nov 18-ChMS Report Library
• Family and Member Detail (the "Everything" report) (12/15/21)

Sacraments 0

Re-engagement Resources 1

• Webinar: Aug 12, 2021, Gabriel Family lists and ordering materials for Parish Reopening

Short Tutorials for Learning Excel and Word 2

• Microsoft Excel and Word Tutorials-tips & tricks
• Change the case of family name for bulk mailings

Annual Parish Report (for OCD Statistics) 6

• Gabriel Webinar-Jun 23-2022, It's On-line! Parish Annual Chancery Report
• Family Search for Registered Families Count, Report
• **How to Complete the Annual Parish Report with Gabriel Reports
• Webinar: R U Ready for Parish Annual Report? May 19, 2022 (Sacraments, Registered/Contributors, Death Register)
• Registered Families Count, Report from Family Search

View all 6

PowerBI Dashboard 1

• Dashboards using PowerBI