Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
In the Families module, navigate to Family Directory > Member List:
In the Search field, type the name of the member record to view.
Click the search icon (magnifying glass):
Select the member's name to open the record details:
To edit the record, click Edit Details. The form opens in edit mode, enabling you to make changes to the fields.
Update the information as needed.
Do one of the following:
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Click Save to save changes to the form in the database. The tab remains in edit mode to enable you to continue making changes.
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Click Save & Close to save the changes to the form. You exit the tab and return to the Member List.
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Click Close to exit the tab and return to the Member List. You are prompted to save or cancel changes.
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Click Cancel to cancel to exit the tab without saving changes.
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Click Delete to delete the selected family member's record.
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Updated