Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
If an individual's sacrament record shows the name of the parish only, you can use the instructions in this article to update the record to include the name of the city where the parish is located. This feature is particularly useful if you have parishes in your organization that have the same name. Updating the record with the city name enables you to differentiate them.
Locate the desired sacrament record by entering filter criteria and searching your database for the member's sacrament record.
In the following example, four Baptism records match the criteria entered for the search. The records are located under the filters:
To update the Parish field with the city location:
Click Edit Details to put the record in edit mode.
To the right of the Parish field, click the browse button to display the Organization Search window:
To locate the desired parish, type one or more search criteria in the search fields at the top of the window Then, click Search. One or more organizations matching your search criteria are displayed at the bottom of the window.
Important: To ensure that the sacrament record is linked to the parish location, you must add the parish name by clicking browse button and completing the search process. The software does not allow you to copy and paste the parish name into the Parish field.
Select the desired organization. Then, click Accept. The sacrament record is re-displayed.
The Parish field is updated with the name and location of the organization selected:
Save and close.
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