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mohmerhtdiocese.orgApplication Coordinator, Catholic Foundation of South Louisiana
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Useful Links
- ParishSOFT Family Directory Login
- ParishSOFT Giving
- ParishSOFT Knowledge Base - How To's
- ParishSOFT PathFinder
- ParishSOFT Success Labs - Videos
- ParishSOFT Sandbox
- iGiveCatholic: GiveGab (download online giving report)
- Diocesan Archives & Records Management
Support & Training
ParishSOFT eGroup Support and Training
ParishSOFT eGroup is our Diocesan users group. To schedule your in-house ParishSOFT training, email [email protected]. All training sessions hosted by the Catholic Foundation for South LA are free. Sessions hosted by Ministry Brands, ParishSOFT Professionals may include a fee.
Small Group Training sessions are hosted twice a year by the Catholic Foundation for South LA. Training dates and topics are emailed to all PS Users.ParishSOFT Support Center (included with your ParishSOFT Subscription)
1. Knowledge Base - Support page with Step-by-step instructions for best practices.2. The Success Lab - Free Webinars led by ParishSOFT's Adoption and Relationship management team. (Instructions to login)3. PathFinder - Self-guided online training videos - Access your FREE training videos here:- PathFinder self-sign-up link
- (Instructions to create your PathFInder account) Sign-up code is Welcome.
4. 1-1 Paid Consulting by ParishSOFT Professionals ($$ additional cost with ParishSOFT) - Requested training sessions by ParishSOFT-Ministry Brands (may include a fee), email [email protected] or call 866-930-4774 X 4
- https://www.parishsoft.com/professional-services
- email: [email protected]
Policy & Procedures
ParishSOFT Modules (overview for new users)
-Family Suite/Family Directory (Your Parish's database for keeping Family and member records, including sacramental records)
-Offering (Record any gifts or payments made to your parish.)
Success Labs - More Topics about Offering
-Intelligent Query (IQ) Allows you to create customizable queries and subqueries that yield results in a customizable organized way.
More Topics about Intelligent Query
-Optional: Facility Calendar (Keep track of and organize the various events that are taking place in your parish and in your facility.
-Optional: Religious Education & Tuition (Designed for Catholic faith formation to manage and organize your faith formation programs)
-Optional: Ministry Scheduler (Schedule various ministries in your parish. You can create ministries, ministry groups, and events. You can also add and delete ministers and create basic schedules.)_____________________________________
ParishSOFT Giving:
Contact ParishSOFT/Ministry Brands to Subscribe to ParishSOFT Giving
Success Labs - ParishSOFT Giving New Users Pt. 1
Success Labs - ParishSOFT Giving New Users Pt. 2
Success Labs - ParishSOFT Giving New Users Pt. 3
More Topics about ParishSOFT GivingMerges (duplicates)
Email [email protected], with Subject: Merge Request, Include names and Family/Member DUID numbers of the duplicate family/member records.Sacramental Records Weekly Envelopes (Offering)
It is very important to review your weekly envelope VENDOR list with your ParishSOFT envelope list.End-of-Year - Contribution Statement
A detailed record of all donations/contributions should be maintained in ParishSOFT through “Offering”.
Any donation of $250 or more must be acknowledged in writing. The acknowledgment must include the name of the church, the date and amount of each contribution, statement that no goods or services were provided by the church in return for the contribution. Annual statements can be modified to accommodate the detail required for donations over $250. (Finance, Best Practices - Parishes)- ParishSOFT End of Year Resources
- How to Generate a Contribution Statement using ParishSOFT
- Offering End of Year: Basic Checklist
- Offering End of Year: Troubleshooting
- ParishSOFT Support - Search Page
All Parish Summary Report (APS Report)
All Annual Bishop's Appeal contributions are entered into ParishSOFT by Wednesday afternoon. Go to the ABA's resource page to view the latest report: Bishop's Appeal Parish Goals and Updates.
#iGiveCatholic- Add "iGiveCatholic" Fund (instructions) Note: Create your own account number
- Download online contributions GiveGab report (instructions)
- Manually add each contribution to ParishSOFT in a Batch.
ParishSOFT Subscription
Note: each location has its own subscription to the ParishSOFT modules, each location may not subscribe to all of the modules listed below.
Contact [email protected] to find out more about adding a module/subscription.- PS Contribution Bridge
- PS Family Directory
- PS Giving
- PS IQ- Transition
- PS Offering & Pledges
- PS Ministry Scheduler
- PS Religious Education
- ParishCAST Pay-As-You-Go
- WeShare
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Documents
- Entering Profession of Faith for Adults into ParishSOFT
- ParishSOFT Modules Overview
- Training - Entering Sacramental Records into ParishSOFT
- Best Practices - Add A New Family
- Best Practices - Search for a Family Record
- Duplicate Record Merge Request - Instructions
- Duplicate Record Merge Worksheet (Option 1)
- Duplicate Record Merge Worksheet (option 2)
- Duplicate Record Merge - Coversheet
- Hold Organization
- Weekly Envelopes - Review Contribution List