Presentation on theme: "Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups."— Presentation transcript:
Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups
There are two ways to access Family WorkGroups, this is the way through the "Member Screen."
The other way to access Family Workgroups is through "Family Directory."
This display will appear after opening Family WorkGroups either through the module tab or the member screen.
To set up a new Group, click on "Add a new WorkGroup.“ Name your new Group by typing what you want to name it in the 'box' and “Enter.” Your new WorkGroup will be alphabetically added to the list.
This is where you click to start adding members to your WorkGroup.
This is where you will add members to the WorkGroup after you clicked “Add." Your Family Directory listing comes up and that's how you look up the Family you want to add.
You can send an email message using the ParishSOFT functionality to the entire Workgroup. View Recipients to see what email addresses will receive the message. Or, you can email an individual in the Workgroup.
You can create Microsoft Word merge documents to send written correspondence to the entire Workgroup, or individual members of the Workgroup. You must choose a previously created Template, or use one from the ParishSOFT Template file.
Merge data from your ParishSOFT database into the Word Document.
This screen will appear when you have gone to "Reports," and clicked on WorkGroups. You can pick "mailing labels," "Print Report," or "File Folder."
Questions? Roni Argetsinger Technology Manager Diocese of Des Moines firstname.lastname@example.org (515) 237-5007 Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa (Diocese of Des Moines) email@example.com (712) 323-1484