Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
IQ can be used to create Member Workgroups. Workgroups created are then immediately available in ParishSOFT Family Directory > Member Workgroups.
IMPORTANT: Unlike other types of queries, the workgroups created are not dynamically updated. Therefore, if changes to the information for a query created workgroup arise, the query must be edited and, run it again, and then save the newly created workgroup with a different name. You can remove the obsolete workgroup from your system using the delete feature on the Member Workgroups page.
Build out the query by choosing Results Columns and Query Conditions.
- The Member DUID must be added to Result Columns.
Click Execute Query to run the query. The results are displayed in the Query Results panel.
You can now create a workgroup using the results of your query. To do this, complete the following:
At the top of the Query Results panel, click Query Results.
From the menu, select the Create Member Workgroup option.
The Create Member Workgroup window opens.
Type a name for the workgroup and then select the name of the owner organization.
Only organizations in which staff login credentials are set are available for selection in the Owner Organization list.
Click Create. A message displays that the workgroup was successfully created.
The member workgroup is now available in ParishSOFT Family Directory.
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