How to Manage the Organization Directory

Adding an Organization to Your List of Favorites

Searching for an Organization

Click to display the Organization Directory.

The organization search filters at the top of the directory can help you quickly locate a specific organization in the directory.

Specify your search criteria by entering values in one or more of the organization search fields:

Click to search the directory for the organization that matches your filter criteria.

If you need to start a new search, click and then repeat Steps 2 and 3.

Adding a Custom Organization

If an organization does not appear in the Organization Directory, you can add it as a custom organization. The Add Custom Organization feature lets you add any number of organizations to the directory, such as cemeteries, hospitals, and funeral homes. The organizations you add are then available for selection when you create and edit sacramental records and create sacramental reports in Family Directory.

Click to display the Organization Directory.
Click .

The Add Custom Organization window is displayed.

Complete the form. For example:

A red asterisk * indicates required information.

Click to save the information.

You return to the directory listing. The organization you added appears in the list.

If you want to verify that the organization was added, type the name of the organization you added in the Organization Name search field, and then click .

Deleting a Custom Organization

You can delete only those custom organizations that you added to the directory. If an organization cannot be deleted, the Delete button is visible but not available: .

Click to display the Organization Directory.
Use the search filters to locate the organization you want to delete.
Click this button to the left of the organization's name: .

You are prompted to confirm the deletion.

Click to delete.

You return to the directory listing. The organization no longer appears in the list.

Editing an Organization's Details

You can edit only those custom organizations that you added to the directory. If an organization cannot be edited, the Edit button is visible but not available: .

Click to display the list of organizations.
Use the search filters to locate the organization you want to edit.
Click this button to the left of the organization's name: .
Edit the details as necessary.

A red asterisk * indicates required information.

Click to save your changes.

Adding an Organization to Your "Favorites" Group

If you work more often with certain organizations, you can add those organizations your "favorites" group. Your favorite organizations are assigned the Favorites star icon and moved to the top of the directory list to make them easy to find.

You cannot add a custom organization to your "favorites" group. This icon appears next to any group that cannot be made a favorite: .

Click to display the list of organizations.
Use the search filters to locate the organization you want to add to your favorites group.
Click this button to the left of the organization's name to add it to your "favorites" group: .