Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
The following instructions may be used for both Family and Member Workgroups.
In the Families module, navigate to Family Directory > Family/Member Workgroups:
Add to a Family/Member Workgroup
In the Workgroups section, select the desired workgroup's link to display its families/members.
For example, select the Church Clean Up workgroup to view its families/members:
Click Add Families/Members to display the Add Families/Members to Workgroup window:
To add a family/Member, you must first search for the family in your database.
Complete one or more of the Search fields.
Click Search.
For example, to add the Abler family, type "Ab" in the Last Name field.
Click Search.
The application searches the database for the family, and displays its results at the bottom of the window.
Select the family that you want to add to the workgroup:
Click Accept.
You return to the Family Workgroups page. The family selected is added to the workgroup and its name appears in the list of member families:
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Delete families/members from a Workgroup
In the Families/Members in Workgroup section, select the desired workgroup's link to display the listed families/members. For example, select the Church Cleanup workgroup to view its families/members:
Select one or more families/members that you want to delete.
For example:
In the toolbar, click .
A message is displayed to let you know how many families records will be removed from the workgroup.
Do one of the following:
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Click OK to delete the families from the workgroup. You return to the Family Workgroups page. The selected families are no longer listed in the workgroup.
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Click Cancel to cancel the deletion. You return to the Family Workgroups page. The selected families are still in the workgroup.
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