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1.4 p.s. Its ParishSOFT Continued! April 2017 PACE CHAD CARTER - PowerPoint PPT Presentation

Sep 20, 2023 •163 likes •352 views

1.4 p.s. Its ParishSOFT Continued! April 2017 PACE CHAD CARTER Latest 4.3.9 release as of March/April See release notes/video from main screen prior to logging in This update is primarily fixes to bugs, functionality issues

  1. 1.4 p.s. – It’s ParishSOFT Continued! April 2017 PACE CHAD CARTER

  2. Latest 4.3.9 release as of March/April • See release notes/video from main screen prior to logging in • This update is primarily fixes to bugs, functionality issues • Updated with latest US Postal Codes; quarterly updates to now include latest Postal codes • Zip codes with leading zeros are now exported with zeroes intact • My Own Church – new user registration can be done from mobile devices • Advanced Filter Registration Date now includes entire month

  3. Latest 4.3.9 release as of March/April • Edits to parent’s names now carried through to linked child records • Sponsor field uses current last name and not maiden name • 1 st Eucharist Mail Merge template now includes Parent Name Fields

  4. Latest 4.3.9 release as of March/April • Offering • On contribution summary, it now includes non-tax deductible funds (not on year end statement) • Quick Entry Posting now allows apostrophe in last name • Member names now show in Quick Entry Batch report • Deleted check numbers and deleted memo text now stay deleted • Offsetting transactions no longer appear on contribution statement • Contribution statement label filters now work correctly

  5. Office Processes *What should you be doing on a weekly, monthly, yearly basis????

  6. Birthdays *Birthday report (quick reports) only shows birthdays for people who have info entered *How do you find out people with no birthdate info in the system?

  7. Filter Member list; Show age then sort on age column

  8. Birthdays *What about individuals who may have died that you don’t know about? -Verify members who are 100+ -Acknowledge/celebrate those who have achieved this milestone

  9. Envelope Users * How often does your envelope company send out envelopes? *What is the flow of information between you and the envelope company when a new parishioner requests envelopes? *How often do you review who is/is not using envelopes?

  10. Envelope Users – list for Vendor

  11. Envelope Users * Offering/Reports/Contributions/Summary *Select Funds, set filters to include $0 and non-givers *Export to EXCEL, sort by total given (small to large); filter data and select all envelope #’s expect blanks

  12. Envelope Users * So now you know who has an envelope number but is not giving $$ in envelope or by check – what do you do? Should you keep sending them envelopes as reminder?

  13. ActOther Status *ActOther status intended for spouse of an Active Catholic -check is someone has ActOther status but is listed with religion as Catholic -check ActOther against sacramental registers/RCIA lists

  14. Checking your Sacramental Reports from ParishSOFT against entries in Sacramental Registers

  15. Other processes that we should be doing to clean up data, to make the office run more efficiently…????

  16. Group Sacrament Entry & Mail Merge for Certificates *How many of you have used the Group Sacrament Entry via age range or from Religious Ed. Module?

  17. Quick Entry Posting *How many of you have switched to using the Quick Entry posting for contributions?

  18. Other issues to discuss? Questions?

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