family suite tips & tricks · family suite tips & tricks cole janisch, cristina dargis,...
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![Page 1: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/1.jpg)
Family Suite Tips & Tricks
Cole Janisch, Cristina Dargis, Elaine Tank
ParishSOFTParishSOFT
![Page 2: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/2.jpg)
Today’s Agenda• Searching vs. Filtering
• Grid Layout Adjustments
• Batch Management Filtering
• Quick Entry Posting
• Moving Members Into a New Family• Moving Members Into a New Family
• Adding a New Church or Celebrant
• Multiple sessions/tabs
• Home/Mailing other
• Emailing multiple family members at once
![Page 3: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/3.jpg)
Searching vs. Filtering
• Family/Member List
– Searching is broad while filtering is specific
– How can filters affect your search?
– What if a family does not appear in my results?What if a family does not appear in my results?
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Searching vs. Filtering
• Advanced Filters allow you to be more specific
with names, membership, addresses, etc.
![Page 5: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/5.jpg)
Grid Layout Adjustments
• Columns can be removed
• Columns can be reordered
• Column width can be adjusted
![Page 6: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/6.jpg)
Batch Filters
• Open is default,
which means
Detailed
• Pull down to
reveal alternatives
• Choose All until • Choose All until
you’re comfortable
with options
• Name batches by
date with year first
to keep in order
![Page 7: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/7.jpg)
Quick Entry Posting
• Quicker and easier than Detailed
• Saves contributions in real time
• Can track check numbers
• Color-coded for ease of use• Color-coded for ease of use
• Mix and match funds in one batch
• Can enter contributions by envelope or name
• NOTE: Can NOT enter negative numbers
![Page 8: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/8.jpg)
Quick Entry Posting
![Page 9: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/9.jpg)
Moving Members Into a New Family
• Two common occurrences
– Combining existing members who are marrying
– Extracting a grown adult into their own family
• Steps are very specific to accomplish goal• Steps are very specific to accomplish goal
– Import tab for existing family
– Create “placeholder” family for extraction
![Page 10: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/10.jpg)
Moving Members Into a New Family
• Importing a spouse into the family
![Page 11: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/11.jpg)
Moving Members Into a New Family
• Extracting a grown child into its own family
![Page 12: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/12.jpg)
Adding a New Church or Celebrant
• It’s easy and YOU can do it!
• Churches added from Home screen
• Celebrants added from Administration
• You can custom-order celebrant list • You can custom-order celebrant list
• New organizations can be more than churches
![Page 13: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/13.jpg)
Adding a Custom Organization
![Page 14: Family Suite Tips & Tricks · Family Suite Tips & Tricks Cole Janisch, Cristina Dargis, Elaine Tank ParishSOFT. Today’s Agenda • Searching vs. Filtering • Grid Layout Adjustments](https://reader034.vdocuments.us/reader034/viewer/2022052015/602cb0944297eb761a148e4f/html5/thumbnails/14.jpg)
Adding a New Celebrant
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Easy way to correct a mistake
• You can have multiple sessions open at a time.
– PC browsers
• Right click on tab and Duplicate tab
– Mac/Safari
• Right click on tab and Open Link in New Tab
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Address Home/Mailing/Other…
• Family Tab
• Reports/labels/mail merge
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Emailing Multiple People
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Thank you!
Cole Janisch, Cristina Dargis, Elaine Tank
ParishSOFT