DIY Maintenance: more pointers on tidying up your Church Management Software.
Click here for the video recording for Webinar: DIY Maintenance 2/15/2024
Topics included:
- Refurbished Member Explorer (more columns) - (Family Address available)
- To-Do list for families who receive tax statements (Family tag)
- Track high school graduates using work tab. (Work Company, Title for students see resource Track Students by Graduation Year : Parish Support (freshdesk.com) )
- Nail down who wants email - the toggle switch (currently set to auto toggle On to receive emails, but may be off if family added previous to automation)
- Check Sacraments and Funerals. (Using the 3 reports for confirming ChMS entries match Sacrament Registers)
- Upkeep for Young Adults (not covered - see resource Gabriel Webinar 8-18-22 What About Those Adult "Kids"? : Parish Support (freshdesk.com)
- How to use the advanced filter. (Family Explorer Advanced filter - linked churches can set up view for all churches and save layout. Find church of registration for your Active families. see resource Family Explorer - eCatholic Help Center )
- Envelopes (integration, mailing vs pick up at church) not covered
- Note Etiquette (always think of your family notes as if the family is shared - include abbreviation for parish entering note as well as the date and your initials)
Also noted the change of title from Committee to "Group" which better defines how this function works. None of the functionality has changed, primarily just a title change. Diocese resources still reference Committee as of 2/15/24.