PRM Notes

PRM is short for Parishioner Relationship Management® - our trademarked approach to Parish Management. PRM Notes allows you to track interactions, meetings, and communications with parish families and members. 

PRM Notes can be assigned to a specific member or the whole family by using the drop-down. PRM Notes that are assigned to a specific member will appear in both the Family and Member PRM tabs. PRM Notes assigned to the family can only be viewed in the Family Record PRM tab.

PRM Notes can be categorized (using the drop-down), marked as Private, and/or have a Follow-Up Date. 

The 3 reports mentioned below are helpful in displaying PRM Notes so that they're easy to read. You can locate all of these reports by going to Reports > Report Library then scrolling down to the PRM Notes section. You can download these reports as a PDF, Microsoft Excel file, or Microsoft Word doc.

PRM Notes for Family Report

This report displays Family and Member PRM Notes for selected families and selected note categories.

PRM Notes Report

This report displays Family and Member PRM Notes for a note date range, entry date range, and selected note type(s). It is sorted in Descending order based on modified date (most recent on top).

PRM Notes with Follow Ups

This report displays Family and Member PRM Notes for a note date range, entry date range, follow up date range, and selected note type(s). It is sorted in Descending order based on modified date (most recent on top).