Setting Up Your Church Information Screen
When your parish begins using the ChMS, one of the first things you will want to do is correctly set up your Church Maintenance page. This screen can be edited at anytime if any of the information changes. To access the Church Maintenance screen scroll to Administrative > Church Maintenance.
Note: Only users with Church Administrator access will be able to access this screen.
IN THIS ARTICLE:
Church Name
This field contains the name of your church. The program uses this field when you generate your annual year-end statements, envelopes, and will appear in some reports generated through the ChMS.
General Information
- Address: fields should contain a valid USPS verified address for your church. The program uses this field when you generate your annual year-end statements, envelopes, and will appear in some reports generated through the ChMS.
- Phone Number: can be in any format and will also be pulled when you generate your annual year-end statements, envelopes, and will appear in some reports generated through the ChMS.
- Email: This field is required and should be populated with an email that is checked on a regular basis. This will be the "from" email address and the email address that parishioners can respond to if you send emails through the ChMS. If this field is left blank you will not be able to email through the ChMS.
- Website: This field is optional. The valid format is https://domainname
- Fax Number: This field is optional.
- Online Giving Form URL: The link to your online giving page can be inserted into this field. If you choose to use the Member Portal functionality this will expose the URL for the parishioners when they log into the Member Portal. The parishioner can scroll to Donate > Subscriptions and it will bring them over to your online donation page.
Sacrament/Funeral Defaults
The Sacrament/Funeral Defaults section displays the defaults set for the Sacrament/Funeral Location and Sacrament/Funeral Book Location fields when entering new sacrament and funeral records. Diocese Administrator users can set the Sacrament/Funeral Defaults for all church databases within their diocese using these instructions. Church Administrator users can set the Sacrament/Funeral Defaults for their churches - if their defaults are not being set by their diocese - using these instructions.
eCatholic Integration
This section is used to establish the integration between your ChMS and your eCatholic website and eCatholic Payments. The available integrations and instructions are included in the orange links.
Other Integrations
If you currently use Ministry Schedule Pro you can setup the integrations by clicking Create located on the right side of your screen.