About the Sacraments Page

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.

The Sacraments page enables you to locate, view, and manage your members' sacramental records.

You can also add new sacrament records and edit existing records from this page.

Information in sacramental records is highly confidential. Therefore, access to these records is controlled by permissions set by a user with organization administrator privileges.

 

The screenshot below identifies the main areas on this page.

Click the link to jump to the section on this page that provides more detailed information.

Permissions

Permission assigned to your login credentials for ParishSOFT Family Directory determines what sacrament-related tasks you are allowed to perform. The following table defines the permissions assigned for each level:

Permissions are set by users with organization administrator privileges only. If you require a type of permission to do your work that is not currently granted, contact your organization administrator for assistance.

Search Filters

The Search filters enable you to locate specific records in your database by entering your search criteria in one or more of these fields: Sacrament, Last Name, Maiden Name, and First Name. You can also use the date filter to specify a single date or a date range for when the sacrament was conferred.

Before you can add a new sacrament record, you must conduct a search of your database to ensure that the record does not already exist. 

Sacrament Dropdown List

The Sacrament dropdown enables you to select the type of sacrament records you want to work with. The list contains ten sacramental types:

  • Baptism
  • Reconciliation Preparation
  • First Eucharist
  • Confirmation
  • Marriage
  • Anointing of the Sick
  • Holy Orders
  • Funeral
  • Rite of Reception
  • Religious Profession

Name Filters

The name filters enable you to search your database for a record by entering a member's name. Three name filters are available:

Last Name Filter

Enables you to search the database by entering the member's last name.

Maiden Name Filter

Enables you to search the database by entering the member's maiden name.

First Name Field

Enables you to search the database by entering the member's first name.

Date Range Filter

To search for sacrament records for a certain date or within a specific date range, select the Include Date Range link. Then, use the calendar to pick a date or specify a date range.

For tips on using the calendar, see How to Use the Calendar to Set a Date.

To specify a date range, click the respective calendar buttons in the Completed On fields and select a date from each calendar.

To specify an open-ended date range, remove the date range filter. To do this, click Remove. (This link appears only if you previously specified a date range.)

Command Buttons

click to search for records that match the criteria currently loaded into the search filter fields.

click to clear the criteria currently loaded into the search filter fields.

Results Grid

If your search returns results, they are displayed in the Results grid, as shown in this illustration:

Toolbar

The toolbar is located above the Results grid. The toolbar contains menus and buttons for working with elements in the grid.

# Records Menu

Let's you determine the number of records displayed per page (default = 10). To do this, select the desired option from the # Records menu.

To speed up page loading, select a lower value.

Mail Merge Button

Lets you create mail merge documents. You can do the following:

Email Button

Let's you send an email to individuals you select in the grid. For step-by-step instructions, go to How to Send an Email Message.

Export Button

Let's you export sacrament records for all members currently showing in the grid to a .csv (comma-separated value) file. For step-by-step instructions, go to How to Export a List to a Spreadsheet or .csv File.

Create New Sacrament Button

Let's you create a new sacrament record.

The label on this button varies depending on the type of sacrament selected. For example, if you are creating new marriage record, the button looks like this:

 

Grid Controls and Icons

The grid controls and icons are identified in the following illustration. These elements make it easier to view and work with your sacrament records.

 Select All Records Checkbox

(Located in the header) Lets you select all of the records currently displayed in the Sacraments grid.

Select Individual Records Checkbox

(Located next to each record) Let's you select individual records in the grid. To select a record, simply check the checkbox to the left of the record.

View/Edit Sacrament Button

Lets you view the selected record's sacrament details and edit them, if necessary. For step-by-step instructions, go to How to Edit a Sacrament Record.

Completed Icon

This green icon indicates that the sacrament has been completed. To the right of the icon, the system displays the completion date.

Clickable Column Headers

You can sort the information in the Sacraments grid by single-clicking a column header. When you click a header, a directional arrow appears to the right of the column name to indicate that sort is being implemented on that column and to show the direction of the sort.

When you first click the header, the sort is in descending order . To change the view to ascending order, simply click the column header again. The arrow on the column header points up  to reflect the reversal.  

Page Controls

The number of records and pages in the Sacraments list is displayed at the bottom of the page. Select a page to go directly to that page in the list. Alternatively, click to page back or click  to page forward. The number of records matching your search criteria is displayed in parentheses at the bottom of the page.

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