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 ParishSOFT Families, you can auto-fill certain family names based on the members of the family.
These auto-fill fields include:
- Formal Mailing Name
- Informal Name
- Formal Salutation
- Informal Salutation
Important: Member records must be completely filled out to have this information populated correctly.
The three roles that will populate the auto-fill family names are, Head, Husband, and Wife.
- For one person or parent in a family, mark them as Head, and that will be the person whose information is filled in for the family record.
- For a couple, both the husband and the wife will be selected for the auto-fill. Be sure to label your members correctly so the auto-fill will work correctly.
- Be sure to fill in the following fields for the Head, Husband, and Wife member records:
- Title
- First Name
- Nick Name (if appropriate)
- Last Name
Updated