Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
- When a Family Workgroup is created, it contains a Name and a Description field:
- When you open a Workgroup to add families, you will see its name listed at the top:
- The Family Record also contains Workgroup information in the Notes tab. However, here it lists the Workgroup's description. Ensure that your description is populated and is not generic. This will help reconcile this information between these two areas:
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