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Feature Function – Welcome
This video in our series covers how to add a family in the family directory within the ParishSOFT Family Suite.
Training Category: Feature Function Videos
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Feature Function – How to Add a Family
This video in our series covers how to add a family in the family directory within the ParishSOFT Family Suite.
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Feature Function – Cómo agregar una Familia (How to add a Family)
This video in our series covers how to add a family in the family directory within the ParishSOFT Family Suite.
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Feature Function – Merging Family Records
In this short video we will be covering how to Merge Families within the Family Directory.
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Feature Function – Creating Workgroups
This short video will cover how to create workgroups within the ParishSOFT Family Directory. Once you have finished this video check out our Feature Function on Adding Families to a Workgroup!
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Feature Function – Adding Families to Workgroups
This short video will cover how to add families to workgroups within the ParishSOFT Family Directory. We recommend watched this after watching our Feature Function on how to create a workgroup!
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Feature Function – Family Mailing Labels
This video will cover how to print Family Mailing Labels within the ParishSOFT Family Directory!
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Feature Function – Giving History Family Only
This short video highlights one way on how to view giving history for a family within the ParishSOFT Family Suite! After this check out our other Feature Function Giving History Member Included video as well which highlights another way to view giving history as well!
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Feature Function – Giving History Member Included
This short video highlights one way on how to view giving history for a family within the ParishSOFT Family Suite! After this check out our other Feature Function Giving Family Only video as well which highlights another way to view giving history as well!
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Feature Function – Add a Fund Offering
In this short video, we will be going over how you are able to add a fund within the offering module of the ParishSOFT Family Suite system.
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Feature Function – Adding a Sacrament
This short video will cover how to add a sacrament within the ParishSOFT Family Directory.
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Feature Function – Adding a Session
In this short video, we will be going over how you are able to add a fund within the offering module of the ParishSOFT Family Suite system.
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Feature Function – Add a Class
This short video will cover how to add a class within the ParishSOFT Religious Education Module! Once you have finished this video check out our Feature Function on how to add a student to Religious Education!
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Feature Function – Adding a Student
This short video covers how to add a student to the Religious Education Module. There are other videos such as creating a session available!
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Feature Function – Add a Fund Giving
This short video will cover how to add a fund within the Online Giving Program. This video should be watched first and then check out our Feature Function - add a fund to a form video!
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Feature Function – Adding a Fund to a Form Giving
This short video will walkthrough how to add a fund to a form within the online giving program. This is a great follow-up to our add a fund feature function video!
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Feature Function – Add New Admin and Update Admin
This video in our series covers how to add a nnew admin and updating a admin within the ParishSOFT online giving program.
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Feature Function – Update Donor Profile
This short video will cover how to update donor profiles within ParishSOFT Giving.
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Feature Function – Modify Recurring Gift
In this short video, we will be going over how a ParishSOFT Giving Administrator can edit a donor's recurring gift.
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Feature Function – Edit/Update Payment Methods
How a ParishSOFT Giving Administrator can edit or update a payment method for a donor. This video will cover how to do this within the Online Giving Program.
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Feature Function – Merge Profiles in Giving
In this short video, we will be covering how a ParishSOFT Giving Administrator can merge multiple records for the same donor.
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Feature Function – How to Approve Suspense Holds
This short video will cover how to approve suspense holds within the ParishSOFT Family Suite program.
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Feature Function – How to Manage Lookups
This short video will cover how to manage lookups within ParishSOFT.
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Feature Function – Deposit Reports
This short video will cover how to find and use the deposit report within the ParishSOFT Giving program.
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Feature Function – Finding a Donor
This short video will cover finding a donor within the ParishSOFT Giving program.
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Feature Function – How to get back to Family Suite from MOC (My Own Church)
This short video will cover how to navigate getting back to your family suite admin view when you find yourself in My Own Church.
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Feature Function – Adding a Recurring Payment Source
This short video will cover how to add a recurring payment source within the ParishSOFT Giving program.
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Feature Function – Adding a Donor
This short video will cover how to add a donor within the ParishSOFT Giving program.
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Feature Function – Adding a Celebrant
This short video will cover how to add a celebrant within the ParishSOFT program.
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Feature Function – Virtual Terminal
How to walkthrough the Virtual Terminal and set a recurring payment for a donor. This video will cover how to do this within the Online Giving Program.
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