The Groups & Businesses window displays the records of businesses and communities that you have contact with but that aren't a part of your diocese.
Adding a Group or Business
- On the Diocese tab, click Groups & Businesses.
- At the top, click Add Group. The Primary Information window displays.
Enter the Group/Bus Name and Group/Bus ID.
For your convenience, you can configure DioOffice to assign ID numbers automatically. For more information, see Set ID Number Options.
- Enter the primary information about the group or business.
- Use the links in the left navigation to enter any other information. See the Additional Fields panel below for details.
- Click Save.
Adding and Viewing Documents
In several Groups & Businesses windows, you can add and view additional documents that support the information you entered. Click Add Documents, and upload the documents. For more, see Add and View Documents.
Finding Fund History Entries
You can search all group/business records for certain fund history information. From any group/business financial window, click Find History Entries in the navigation pane. Enter any relevant data for the entries you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.