Realm InstructionsCatholic Services Appeal
Entering CSA Pledges and Payments
Looking for overpayments
Looking for missing keywords
Other Realm Instructions
Good Data Entry Practices for Names, Salutations and Addresses
Sharing Realm Reports with co-workers
Promotion People to a new ministry or class: Each year churches promote members of small groups to new levels or classes, especially in mifnistries like Student Ministry or Children’s Ministry. To make this an easy process in the database system, Realm has created Promotion Tracks to move members easily from one group into the next one.
End of Year Contribution Statements:
- Instructions for Parishioners to print their own statements
- Instructions for staff to print statements.
- Open Realm, the Tasks screen should appear. If you already had Realm open,
- Click your logo in the upper right corner.
- Choose Tasks..
- Click the blue link next to unrecognized addresses.