how-to
Product: Sacramental Registry
Reviewed: Tue Sep 08 2026 03:00:00 GMT+0300 (Eastern European Summer Time)
Frequently asked questions regarding logging sacrament records, linking sponsors, and generating certificates.
Can I edit a canonical record once it has been saved?
Because sacrament registers are permanent historical documents:
- Lock State: Once a sacrament record is saved, it is locked to prevent unauthorized changes.
- Corrections Flow: If an error is found (like a misspelled name), a priest or administrative owner must click Request Correction.
- Reason Entry: The administrator must enter a reason for the edit (e.g., βCorrecting typo in sponsorβs middle nameβ).
- Audit Logging: The edit is logged with a timestamp and the user ID of the admin who performed the change.
How do we link godparents or sponsors to their CRM profiles?
When adding a sacrament record (like a Baptism):
- In the Sponsor / Godparent input field, start typing their name.
- If they are in the church directory, select their profile from the dropdown. This links the record to their profile.
- If they are from another parish and do not have a profile, click Create Guest Record to log their name, parish, and contact details without adding them to your active directory.
What should we do if a historic sacrament record is missing?
If you are digitizing paper registry books from past decades:
- Click New Sacrament Record.
- Select the sacrament type and enter the historical details (dates, officiating priest).
- If the candidate is deceased or no longer a member, you can toggle the option Historic Entry Only. This archives the sacrament record in the registry database without creating an active, searchable member profile in the current CRM directory.
Are sacrament records shared with the diocese automatically?
- Aggregated Totals: Numerical totals of sacraments performed are shared with the diocese for yearly statistical reports.
- Profile Data Protection: Full biographical names, witness logs, and certificate files remain locked within the parish database and are not shared with the diocese unless explicit parish permission is granted.