The January Zoom workshop webinar January 18, 2024, at 9:30 am provided on items that should be regularly polished to keep your Church Management Software clean.
Click Here for the Link to the January 18, 2024, Maintenance Time Webinar Workshop (coming soon).
- Reports you can run and what "to clean up" with the info.
- "Fixes" to watch for regularly and annually.
- And where to find helpful DIY tools for resources.
The attached document covers Maintenance on:
Clean up Registered Families (that are not Family Status = Active)
Clean up Families with no members
Duplicate Families (within your Parish and Across all Parishes)
Check for Mailing Address (missing Mailing Address, or not updated after Changed)
Member Records for your active families changed to Inactive Member Status in error
More Maintenance suggestions:
Check Sacraments, Matrimony, Deaths by pulling their respective reports from the report Library:
-Sacrament by Parish by Date (under sacraments)
-Matrimony by Parish by Date (under sacraments)
-Deceased by Parish by Date (under deceased)
and comparing this to your register books, making corrections as needed.
Review for Young Adults age 27+ still listed within their Parent's record. Pull the report: Families with 2 or more Members over age 26. Just be sure to check that the Members doesn't already exist within another adult family. If they do - contact Patty pyoung@gbdioc.org for assistance in how to remedy.
Mass Schedules - Keep schedule current by inactivating those no longer held, or Christmas/Easter season Masses past, until ready to update for the next year.
We ran out of time for a quick review of pulling tax statements for contributing families.