Field Descriptions for the Member Details Tab

Field

Description

Personal Tab

Member Photo (Change/Delete)

Upload or remove a photo from the tab.

Member DUID

Member's Dio-unique ID. Non-editable field.

Special Needs

Check the box to indicate that the member has a special need. Then, in the textbox below, enter a description of the special need (for example, peanut allergy; requires wheelchair access; hearing impaired).

Merged Date

Shows the date the record was merged with one or more other duplicate member records. The Merged Date field appears only in the permanent record (the one that was retained as a result of a merge).

Life Events link

Click to open the Events window where you can view existing life events records for the selected member. You can also add new life events records and remove those you are no longer tracking.

Gender*

Male, Female, Unknown.

Title

Courtesy or professional title.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item the dropdown list.

First Name*

Member's proper name.

Nick Name

Member's nickname.

Middle Name

Member's middle name.

Last Name*

Member's surname.

Suffix

Name suffix that follows the member's full name (for example, Jr.).

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Maiden Name

Member's surname before marriage.

Role*

Select the member's family role (for example, daughter).

Status*

Member's membership status in the organization (for example, Active or Deceased).

If you change the status of the last member of a family assigned the role of Head, Husband, or Wife to Deceased, the system displays a message to warn you that the change will cause the record to have no member designated as head of household. If a family has no living members, changing the last family member’s status to Deceased is permitted. Simply, click to dismiss the message and proceed with the change. If a family has living members, we recommend that you assign another family member to the role of Head, Husband, or Wife as each family consisting of living members should have a member assigned to one of those roles.

Birth Date

Member's date of birth selected from the calendar .

Birth Place

Member's place of birth.

Age

Member's age. Non-editable field that is calculated based on birth date entered.

Date of Death

Member's date of death selected from the calendar .

Religion

Member's religious affiliation.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Language

Member's first language.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option appears first in the dropdown list.

Ethnicity

Member's ethnic or the racial category the member most closely identifies with.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Marital Status

Member's marital status.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Envelope #

Type the member's envelope number or select Next to let the application assign the next available envelope number to the member.

Next

Select Next to obtain a system-generated envelope number.

Send?

Check the box to include the member on envelope list sent to vendor for more envelopes.

General Tab

Father Name

Full name of member's father. Click to find the father's name and add it to the record.

Father Name checkbox

Select the checkbox to specify whether the person selected as the father should receive communications from Religious Education.

This checkbox control is reserved for future use in a planned upgrade to the Religious Education module. The selected value has no effect until the upgrade (targeted for release in the latter half of 2021) to Religious Education is available.

Mother Name

Full name of member's mother. Click to find the mother's name and add it to the record..

Mother Name checkbox

Select the checkbox to specify whether the person selected as the mother should receive communications from Religious Education.

This checkbox control is reserved for future use in a planned upgrade to the Religious Education module. The selected value has no effect until the upgrade (targeted for release in the latter half of 2021) to Religious Education is available.

Mother Maiden Name

Maiden name of member's mother. Type the name into the field.

Responsible Adult

Name of adult who is authorized to have care and/or custody of a minor child. Click to find the name of the responsible adult and add it to the record.

This field is reserved for future use in a planned upgrade to the Religious Education module. The selected name has no effect until the upgrade (targeted for release in the latter half of 2021) to Religious Education is available.

Responsible Adult checkbox

Select the checkbox to specify whether the person selected as the mother should receive communications from Religious Education.

This checkbox control is reserved for future use in a planned upgrade to the Religious Education module. The selected value has no effect until the upgrade (targeted for release in the latter half of 2021) to Religious Education is available.

Sacrament Remarks

Type any sacrament-related notes in this field.

Career Type

Select a career type from the menu. The career type options shown in the menu are configured under Lookup Management.

To clear the data in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Details

Type career-related information in this field (for example, the name of the member's employer).

School

Select a school. The names of schools shown in the menu are configured under Lookup Management.

To clear the data in this field or to specify no value (if one is not known), select the “blank” option. This option appears first in the dropdown list.

Education

Select years of education (education level achieved).

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Grad Year

Year the member graduated from high school.

The system automatically calculates the value in the Grad Year field as 18 years after the value in the Birth Date field. If necessary, you can change the system-supplied value.

To clear the value in this field or to specify no value (if one is not known), select the “blank” option. This option is the first item in the dropdown list.

Username

The login name associated with the user's account.

Soc Sec #

Member's social security number.

If editing the social security number, you must re-type the entire number into the field. The system does not allow you to individually edit the digits in the number.

Aux ID

Auxiliary ID. An external ID (for example, a driver's license number) used to identify the member.

Vendor ID

Vendor Integration ID. An external ID (for example, from an external accounting system) that, from a data perspective, facilitates managing the member's record and tying it to the member's record in that external system.

Member Notes

Use this area to record additional notes about the member.

Contact Tab

You can use the 10-key numeric keypad to enter data on this tab in all fields except the Email Address.

Email Address

Member's email address.

Home Phone

Member's home phone number.

The system auto-populates this field with the family's primary phone number. If you change the family's primary phone number, the system prompts you to ask if you want it to automatically update the member's phone with the change.

Cell Phone

Member's cell  phone number.

Work Phone

Member's work phone number.

Pager

Member's pager number.

Fax

Member's fax number.

Sacraments

Lists the seven sacraments and provides the following information, which you can view, add, or edit (depending on assigned sacrament permissions):

• Completed: the checkbox indicates whether the sacrament was completed (checkbox selected) or not (checkbox not selected).

• Date: shows the date the sacrament was completed.

• Prep Year: shows year in which preparations leading up to the sacrament took place.

• Parish: shows name of the organization where the sacrament took place. Click to open the Organization Search window to search for the name of the organization.

• Celebrant: name of celebrant. Click , and then select the name of the celebrant from the list.

For instructions on adding or editing a sacrament record in Member Details, go to How to Add or Edit a Sacrament Record in Member Details. You can also find instructions in this topic: How to Edit a Sacrament Record from the Sacraments Page.

Ministries

Shows the ministries the selected member belongs to along with specific details (for example, whether the minister is trained or a substitute) about those affiliations.

Religious Ed.

Shows the member's religious education history and involvement.

• If the member is a student, the tab automatically displays in Student View. If the student has taken or is taking classes, the tab shows  the term and name of the class taken and attendance records. The Student Notes field may contain special notes recorded about the student by class leaders.

• If the member is a leader, the tab automatically displays in Leader View. The tab shows the term and name of classes in which the member has taken or is taking a leadership role and displays the type or role assumed (for example, catechist). The Leader Notes field may contain special notes recorded about the leader by an administrator.

Any notes made in a student or leader's record are visible n the ParishSOFT Religious Education module. For example, a note in a student's record also appears in the student's entry in the Student Directory.

Misc.

Member Workgroups

Lists the workgroups the member belongs to.

Member Strengths

If your organization is compiling a strengths profile for each member, you can view the member's strengths or put the form in edit mode and record the member's strengths by selecting strength attributes from the lists.

Secure Information (can be accessed by users with Diocesan Admin permissions only)

The Secure Information tab accommodates up to 10 custom into which authorized staff can add sensitive personal information into members' records. A Notes field, where staff can provide supplementary information, is also provided.

The tab is visible in member records only if the Secure Information feature is enabled for the diocese. Because the information on the tab is regarded as sensitive and confidential, only those staff who have an active assignment to the diocese and have the Secure Field Access permission enabled for that assignment in their staff record can see the tab and edit its contents.