Description
Presentation Slides presented June 2026 P+SIC
Family Database Clean Up Project in ParishSOFT Family Suite (PSFS) and Merge Form Links
Using Prebuilt Intelligent Queries (IQs) in PSFS …………………………………………………………………. 2
How to Locate the Queries in PSFS ……………………………………………………………………………… 2
Make these queries your own using Save Query As ………………………………………………………… 4
Add Your Parish’s Organization ID to the Query ………………………………………………………………. 6
Find Your Parish’s Organization ID number ……………………………………………………………………….. 6
Execute the Query and Download Results …………………………………………………………………….. 7
Reviewing the Query Data to identify Duplicates ……………………………………………………………….. 8
DB Cleanup – Bad Addresses …………………………………………………………………………………….. 8
DB Cleanup – Adult Child in House ……………………………………………………………………………… 8
DB Cleanup – By Contribution Date …………………………………………………………………………….. 8
Merge Request Form …………………………………………………………………………………………………… 8