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Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

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Page 1: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

Roni ArgetsingerTechnology Manager

Diocese of Des Moines

Beth WilsonParish Secretary

St. Patrick, Council Bluffs, Iowa

Working With Workgroups

Page 2: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

This display will appear after opening Family WorkGroups either through the

module tab or the member screen.

Page 3: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

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.

Page 4: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

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.

Page 5: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

Merge data from your ParishSOFT database into the Word Document.

Page 6: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

This screen will appear when you have gone to "Reports," and clicked on WorkGroups.  You can pick "mailing labels," "Print Report," or "File Folder."

Page 7: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

AIM Family Directory: Family Workgroups

Page 8: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

Family Level Workgroups

Questions?

Page 9: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

After opening the Time & Talent Module, click on the 'Create/Edit Lookup Tables‘

to create your new Group.

Page 10: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

ParishSOFT AIM Diocesan Directory

Workgroups

Page 11: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

ParishSOFT AIM Diocesan Directory

Workgroups

Page 12: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

ParishSOFT AIM Diocesan Directory

Workgroups

Page 13: Roni Argetsinger Technology Manager Diocese of Des Moines Beth Wilson Parish Secretary St. Patrick, Council Bluffs, Iowa Working With Workgroups

Questions?Roni Argetsinger

Technology Manager Diocese of Des Moines

[email protected](515) 237-5007

Beth WilsonParish Secretary

St. Patrick, Council Bluffs, Iowa (Diocese of Des Moines)

[email protected](712) 323-1484