Look Up a Sacramental Record

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 the Families module, navigate to Family Directory > Sacraments: 

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From the Sacrament menu, select the type of sacrament (for example, Baptism).

 

Type a name in one or more of the name fields.

 

If you know the date or the date range when the sacrament was conferred, select the Include Date Range link and then select a date or date range from the calendar. The Remove Date Range link lets you remove the date range from your search.

 

Click Search. If a sacrament record is located that matchers your filter criteria, an entry for it is shown in the area below the filters. In the following example, the search produces entries for a single record matching the search criteria:

 

To open the record, click the Edit Icon .

 

The name shown at the top of the record is pulled from the Member Details.

 

After you open a record...

  • View the information.
  • Edit the information - Click Edit Details
  • Exit the record - Click Close

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