Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

1. In the Families module, navigate to Family Directory > Member List: 
2. In the Search field, type the name of the member record to view.
3. Click the search icon (magnifying glass)
4. Select the member's name to open the record details:
5. To edit the record, click Edit Details. The form opens in edit mode, enabling you to make changes to the fields. 
6. Update the information as needed.
7. Do one of the following:
   • Click Save to save changes to the form in the database. The tab remains in edit mode to enable you to continue making changes.
   • Click Save & Close to save the changes to the form. You exit the tab and return to the Member List.
   • Click Close to exit the tab and return to the Member List. You are prompted to save or cancel changes.
   • Click Cancel to cancel to exit the tab without saving changes.
   • Click Delete to delete the selected family member's record.

Updated April 09, 2025 13:21