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  1. ParishSoft
  2. ParishSOFT Family Suite (PSFS)
  3. Using Family Suite: Essentials for Everyone

Using Family Suite: Essentials for Everyone

This section covers core features and best practices that apply across all ParishSOFT Family Suite modules.

  • About the Lookup Management Page
  • About the report viewer
  • Best Practices for User Account Management
  • Change Default Lookup Table Permissions
  • Contact Support about Technical Issues with the Software
  • Customize the Layout of a Page
  • Descriptions of the Advanced Filter Fields
  • Does the software support storing confidential information
  • Export a report to CSV format and open it in Excel
  • Export List to a .csv File
  • GDPR: Who it applies to and at what level
  • How to get back in after 3 failed login attempts
  • How to Log in to ParishSOFT Family Suite
  • How to Log Out of ParishSOFT Family Suite
  • Manage Records in Family Directory Lookup Tables
  • Microsoft Power Automate Resources
  • My reports will not print
  • ParishSOFT Family Suite API
  • ParishSOFT Family Suite API (V2)
  • Print reports or statements using Google Chrome, Version 77
  • Recommended Internet Speed
  • Remove saved password in internet browser
  • Reset a Lost or Stolen Password
  • Reset my own password for ParishSOFT Family Suite
  • Save and/or Print features not working when using Microsoft Edge
  • Select an Active Organization
  • Send Emails in Family Suite
  • Sign Up for a New Account
  • Sort Records
  • System Requirements
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