DESIGNATE SACRAMENTAL PARISH

Learn how to designate the parish where one of your members received
a sacrament. 

• Batch Pledge enhancement
  • When entering a pledge batch and a contribution is included, the Payment Type, Activity, and Contribution Date will be remembered after entering the first contribution

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EDITING PARISH INFO

Learn how to view and edit your parish information.   

• The formation attendance page has been updated to be mobile friendly
  • Catechists can now easily take attendance directly from any smart device, tablet, or computer

• Tags can now be added and removed in batches
  • The new feature is found by navigating to ADMINSTRATION > PROCEDURES > BATCH TAGS
    • If you don’t see batch tags under PROCEDURES, you will need to have the right of batch tags added to your role
  • Once the Tag Type and Tag are chosen, the left side is where you will remove the tags, and the right side is where you will add tags

• In Batch Pledges, when entering a contribution along with a pledge, the Activity, Payment Type, and Date will be remembered for the next contribution being added. The same way that Batch Contributions remembers those fields

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NAVIGATION MENU

Learn about the main menu and how to navigate to different applications.   

• New dropdown lists have been added to the criteria section of reports. This will allow for easier and more accurate reporting. Examples:
  • Member Type
  • Baptism Month

• More Camino video tutorials are being created. If you have a suggestion of a video that you think should be created, please let us know! 

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ADDING A MEMBER

Learn how to create or add a new member to a household in your parish database.

• The reports listing now shows who created and who last modified a report. This will allow for a search to be conducted for reports created or modified by a specific user

• The option to include comments in the PDF versions of the Batch Contribution reports is now available
• The Batch Contribution screen now has a search bar. Searches can be conducted by batch number, description or date (m/d/yyyy)
• The default activity under a fund will now appear first in the activity list when entering contributions
• Two new report types are now available 
  • Contributions – Monthly Fund Totals
  • Contributions – Monthly Fund/Activity Totals

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800-994-9817

ADDING A HOUSEHOLD

Learn how to add a new household to your parish database.

• Some video walk throughs are now available with more to come in the future. Here is the link to the videos: https://video.diocesan.com/page/camino-tutorials
• The Diocesan side menu is now accessible from Camino. This will allow you to navigate between all Diocesan products with ease
  • The three bars or the “hamburger button” is how you will access the Diocesan side menu
  • To hide the side menu in Camino, click the arrow to the left of the Camino logo
• Check number can now be made optional when entering contributions. Please contact Diocesan and submit a support ticket in order to enable this feature
• Three custom fields can now be added to the Formation Online Registration form. You can add 1, none, or all of the fields to the form 

Questions? Give us a call!

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800-994-9817

• A major change has been made in how sacrament places are entered. We have integrated with Discover Mass which will allow for a quick search of any parish in the United States to be added as a sacrament place. For your convenience, a video overview of the new feature is at the bottom of this message.
• A phone number mask has been added. This will automatically format a phone number as you type it in. The mask has also been added to the Formation Online Registration form.
• 3 new sections has been added under Administration>Lists
  • Common Cities – This list will create a dropdown to choose from when entering addresses (City name only, do not include State) ex. Chicago.
  • Common Places of Birth – This list will create a dropdown to choose from on the Baptism screen (City and State for this list) ex. Chicago, IL.
  • Non-Member Clergy – This list will create a dropdown for the celebrant field for any sacrament (Intended for clergy that do not belong to the parish or the diocese).
• Camino now remembers the last envelope number assigned by your parish. This means when entering a new envelope number the first option in the dropdown list will be the next available number after the last number assigned. For example, if the last envelope number assigned was 301, the dropdown list would be 302, 1, 2, 3.
• When searching for a household, you can now search for the preferred name of the Co-Head and Head of Household.
• When adding a new member to a household the last name of the household will auto-fill into the member’s last name. This can be changed if need be.
• When adding a new household, Camino will now find partial matches in the first name field if the last name is an exact match.
• Do not forget about the Camino Knowledge Base. The Knowledge Base contains articles that can help answer questions you may have about Camino https://diocesan.com/knowledge-base/

Questions? Give us a call!

Or simply reply to this message.

800-994-9817