ParishSOFT Diocesan Products
ParishSOFT Development Manager
PSDio Census
PSDio IQ
- PSDio IQ - How to build a query for unfulfilled pledges within your specified date range and your specified organization
- PSDio IQ - How to build a query reporting family information for those registered to a specific organization and who have been updated in your specified date range
- PSDio IQ - How to build a query reporting family information for those registered to a specific organization and who want to receive mail
- PSDio IQ - How to build a query reporting Lybunt/Sybunt results for specific funds
- PSDio IQ - How to build a query reporting non-givers for your specified date range
- PSDio IQ - How to build a query reporting registered parishioners who have given to a specific fund on behalf of their parish
PSDio Administration
- PSDio Admin - Manage Staff: Guidelines for Staff Permissions
- PSDio Admin - Manage Staff: How to run staff access rights and permissions report
- PSDio Admin - Manage Staff: How to set correct permissions for SEP access
- PSDio Admin - Manage Staff: Primary Assignments Versus Primary Positions
- PSDio Admin - Module Settings: How the diocese may grant parish permission to use the Import Contact Information feature
- PSDio Admin - Module Settings: How to update member secure fields
PSDio Family Merge
- PSDio Admin - Family Merge: How to create a merge queue quick report
- PSDio Admin - Family Merge: How to create a report that shows merged records
- PSDIO Admin - Family Merge: How to merge duplicate family records
- PSDio Admin - Family Merge: How to review merged records queued for overnight batch processing
- PSDio Admin - Family Merge: What to do with failed merges
- PSDio Admin - Family Merge: Why there are families pending in the merge queue after 24 hours
AIM Diocesan Suite
- PSDio AIM - Log in: How to insert connection parameters for the first time
- PSDio AIM - Log in: How to update connection parameters for AIM Modules
- PSDio AIM Family Dir. - Duplicate Checker: How to run the duplicate checker with family DUIDs
- PSDio AIM Sync Site - SEP: How to manage users and administrators
- PSDio AIM Sync Site - What is safe environment (SEP)?