Clergy Profile Report for Priests and Deacon
We’ve added a new Clergy Profile PDF export tool in Camino. This makes it easy to create a professional PDF profile for Priests, Bishops, and Deacons directly from their member profiles. To export a clergy profile, go to Members and search for the specific member. Then, navigate to the Clergy/Religious tab and select Export Clergy Profile.

Parish Registration Hot Link Direct for Camino Life
Instead of having your parishioners search through a long list of parishes to find yours, you can go to Administration → Parish and copy the registration link. You can then share this link directly with your parishioners, allowing them to go straight to your parish’s registration page.

Making Exact Duplicate Merges more clear
Previously, when merging duplicate records, if all of the information was identical, the merge screen would not display a preview of the data. We have now updated the merge process to show a preview of all available data, even when the information is the same on both records. This makes it easier to review the records and clearly see what information will be included in the final merged record.

Adding Sortable Users Columns to Users Screen
You can now sort user information directly from the Users screen, making it easier to find and organize users.
To sort the list, simply hover over a column header and click the column name. You can sort by Email, First Name, Last Name, Role, and other available columns. 

Household and Member PDF Fact Sheets Now Available on Household and Member Pages
You can now export household and member information directly from any household or member profile. Simply select Print/Export Record, and the information will be downloaded as a PDF.

Duplicate Contributions with different check numbers no longer show the duplicate warning message in Batch Contributions. 

When entering contributions, the system will no longer display a duplicate warning if the check numbers are different. This update ensures that contributions are only flagged as potential duplicates when there is an exact match, which helps reduce alerts and makes data entry easier.

 

You can now add a Loose/Anonymous Online Giving ID on the Diocese Parameters or Parish Parameters page.
Camino now allows you to assign a designated number for loose/anonymous donations. You can use both numbers and letters in the designated envelope number (for example, L99). When an Online Giving file is imported, any donations from users with the assigned envelope number will pull in as Loose/Anonymous Contributions .
For example, if you designate envelope number L99 as the Loose/Anonymous envelope, any contributions imported with envelope L99 will automatically be assigned as Loose/Anonymous donations.

TOTALS and DETAILS Fields Now Searchable
TOTALS and DETAILS fields are now included in field searches.
Simply search for TOTALS or DETAILS to quickly locate and add these fields to your report.

Merge Suggestions Are Clickable
When a household has a Merge Suggestion, the suggestion appears as a clickable link.
Select the link to jump directly into the merge process, making it faster and easier to merge duplicate member records.

Editing Previous Marriage 

You can now edit previous marriage information. Update details such as the spouse's name, marriage date, marriage location, celebrant, and other related information as needed.

How to Record the End of a Marriage
You can record the end of a current or previous marriage from the Marriage sacrament record.

Open the Marriage sacrament and verify that the spouse's name has been entered. Scroll to the bottom of the page and select Marriage Ended By, then choose how the marriage ended. If needed, you can enter additional details, including the end date, or select Date Unknown if the exact date is unavailable. Click Save to record your changes.

Once you've created an event, it will appear under the Event Registration tab. This is your home base for managing everything related to who's signed up, who's pending, and what still needs your attention.The Registration Tab

Click into any event to see its full registration details. The Registration tab shows every family whose registration has been accepted. The information present includes:

Each registration row also includes four action icons on the right:

The Pending tab shows registrations that are waiting for your approval. All the same action icons are available here, with one difference: instead of Mark as Paid, you'll see an Approve Registration button. Clicking it accepts the registration and moves that person to the Registered tab.

If your event has a waitlist enabled and it reaches capacity, waitlisted registrants will also appear here.

The Data Review Tab

The Data Review tab is available for registrants who are linked to a Camino Life account. If a registrant updated or added information to any Camino-linked fields during the registration process, those changes will appear here for your review — before anything is changed in your database.

You'll see the household name, registrant name, and the number of changes they submitted. Click the Review Differences icon to see a side-by-side breakdown of each change, including:

From there, you can approve the change — which updates your Camino database — or decline it, leaving your existing record untouched.

For a refreshers on Camino Life please check out our past Webinar going over Camino Life information: Camino Life

Every parish and diocesan event has its own registration needs — a marriage prep retreat might need household and member details for a couple, while a mission trip might need emergency contacts, dietary restrictions, and signed waivers. Camino's new Form Designer gives you full control over that experience, letting you build custom registration forms field by field, tailored to exactly what each event requires — no outside form tools or manual data entry needed. 

Accessing Form Designer:
Once you select an existing event through Events > Administration, you'll have the option to select the Form Designer tab and begin creating a custom form for your event.

As covered in the Event Creation breakdown, each Registration Type starts with a unique template in Form Designer. In our example, we'll continue working with the "Couple" registration type for our Marriage Preparation Retreat.

Form Designer Layout
When you enter Form Designer, you'll be greeted with this screen:

On the left of the top bar are the undo and redo buttons. Centered on that bar are the preview icons for previewing the form on a computer or phone screen. Below that are the two main sections: the form itself and the Assets section on the right.

The form will default to showing the event name at the top, with the event date below it. After that, there will be at minimum one of two sections — Family Information or Member Information. Since our example is a couple's event, both sections will appear. Below that will be discount codes and cost breakdowns, if the event has a cost associated with it. Finally, the bottom of the form will always include a comment section for the registrant to leave any specific comments.

Within the Assets section, there are three types of assets: Camino Household, Camino Member, and Standard Controls.

Camino Household Assets are household-level information that will autopopulate from a linked Camino Life profile.
Camino Member Assets are member-level information that will autopopulate from a linked Camino Life profile.
Standard Controls are custom fields you can create to accommodate any type of form input you're looking to build.

Note: Household Assets and Member Assets can only be placed in their corresponding section.

Any form box containing the Camino logo is a piece of information that will autopopulate for the registrant if they're registering through a linked Camino Life account. This can dramatically increase the convenience of signing up for parish and diocese events. If there's no linked Camino account, the user will need to type in the information themselves.

Standard Controls are custom fields you can place to create any unique field required for your specific event. Further down, we'll break down each of these individual fields.

For every asset in the Assets menu, there are options specific to that asset, as well as a set of universal options.
Universal Asset Options

Placing Assets and Editing Your Form:
To place assets into your form, select and drag them from the Assets menu onto the form and drop them into the spot you'd like them to appear. Some assets, such as Address and Consent Agreement, have preset sizing and formatting that will appear automatically once placed.
Anytime you see the six dots next to an asset block, you can drag that field up or down on your form. A black X removes the row. Selecting "+ New Row" adds a row to your form.

Note: Some rows cannot be moved out of their Family or Member sections.

You can bring up the properties of any field by clicking on it in the form. This will bring up the controllable settings for the selected field.
Standard Control Asset Details

Reminder: any fields placed under the Member section will show for each individual member registrant, while fields placed under Household will appear only once for the full registration. This is important to keep in mind for registration types such as Couple and One or More Members in Same Family, since these will register multiple members from a single household.

When your form is ready, click Save in the top right corner. You can always preview your form from the Form Designer screen, and once saved, the form will also be viewable through the link provided on the Event screen.

Our Example Form: CLICK HERE

Managing event registration for diocesan and parish gatherings — retreats, marriage prep, group events, mission trips— has traditionally meant juggling paper forms, spreadsheets, and manual follow-up. Camino's new Events module brings that entire process into the database, letting dioceses and parishes build custom registration forms, manage capacity and waitlists, include discount codes, and track registrants, all in one place. 

 
TURNING ON EVENTS:

The Right Rights:
To gain access to this module you will first need to add the user rights to your System Admin Account. Navigate to Administration > Users and Roles > Roles > System Admin. Select all the Event associated rights and move them over to Chosen Rights.

Camino Life Integration:
Since the new events forms require Camino Life integration. For Parishes this must be turned on in Administration > Parish > Camino Life Checkbox

Once these two steps are completed the Events Module will appear on the Left sidebar of Camino. Under Events there are two categories: Administration & Registration. To create an event we will begin under Administration.


EVENT CREATION:
To create a new Event we will navigate to Administration and Select "New Event" in the top right corner. This will bring us to the Event Details screen.

From here we enter the information for our event. For this example, we will do a Couple's Marriage Preparation Retreat held by the Diocese. Under Basic Settings we must enter the required fields. Giving it a name and description, selecting the category it falls under, the status and the type or registration this event requires.

Important Note: Registration Type has a specific effect on how the Event forms and registrations work for the event. This category is particularly important so we will look at each group in detail. 

• Couple: For a couple’s event the registration will have a Household details section and then two member’s information sections on the form, one for each member of the couple. If using Camino Life, When the Head of Household Registers the Co-Head’s information will be directly populated.
• Family: This event type is collecting information on the Household as a whole. It will gather household level information and no member details required.
• Individual: This registration will be for a singular member at a time. The household information and member information may be required but only one person will be able to be registered at a time.
• One or More Members in Same Family: This will register individuals but Households will be able to register more than one individual from their family at a time. They will have the option on the registration form to select “Add Member Section” to include more members during their registration. This will helpful for families with multiple kids and allows them to register everyone at once and not type in repeated information multiple times.

As we continue down our Event details the next section, we come to in setting the Event Schedule. We can either set the event to take place on a specific day or a date range if it is an extended event. We can also set a custom schedule which allows you to pick your starting range and give the registrants details on what the schedule will be.

For our example this even will take place as a singular day on August 15th. It will start at 8:00 AM and end at 8:00 PM.

The next sections we will look at is Registration details and Event Capacity.  We can select a range of time that the event registration will be open. Since our event is August 15th we will have registration open from July 1st to August 8th, to give our team a week of preparation with an exact count.

We have two checkboxes at the end of this section.

• Register Through Parish: This allows parish to register members through the Camino Database. Examples could be DREs being able to sign up a group of kids for a diocese event through Camion instead of requiring the families to register them all individually. If checked, Parishes will see these events under their Events Modules with a “Diocese Events Category.” This DOES NOT exclude members from registering them through Camino Life, just allows the option for Parishes to also register members.
• Require Registration Approval: This requires each registration to be approved through Camino prior to the member being officially registered for the event.


With Event capacity you can select the maximum number of people you want to allow to register for an event. You have the ability to allow a wait list or not for the event.

• If waitlist is selected it will allow registrants past the capacity limit and notify them the event is full and they are registering onto a waitlist.
• If there is no waitlist the event option will not show as available on Camino Life once it is full. Any users to access the registration list for the event will be notified that the event is full.
• If Capacity is set to 0 it signifies to the system that there is no Capacity Cap and will allow registrations through the set time period.

Pricing and Payments is the next section we come to. If the event has no cost, you can leave this section as it is and move to Access and Admin. If the event does include a cost, you can enter the cost per person into the first space. Once something is placed in that field new options will be available. You can set a max cost per family. This is particularly useful for events where you have selected “One or More Members in Same Family” as the Event Type. Since ours is a couple’s retreat these fields won’t matter much to us. (Note: Max cost per family must be greater than cost per person. For Couple type events it cannot be greater than twice the cost per person.)


Another great addition to Events is the introduction of Discount Codes. You are able to create discount codes for your registrants to input that can reduce the cost by either a static amount of a percentage of the cost. These codes can be set to be effective for a certain amount of time as well. For this example, we built an Early Bird discount code. Any member who registers between the dates of July 1st and 15th will be able to have $5 off their registration.

Note: Diocese and Parishes will be responsible for distributing these codes out along with the registration information to these events. Users will only be able to enter a single code at a time.


Finally, the Access and Admin section is to set which users can access this event within Camino and who has the ability to edit its information. There are separate inputs for View and Edit rights. This is similar to other sections within Camino.

When all these sections have been completed, we can save. We will be greeted with a notification telling us the event has been saved and the link which the registration can be found at. That link will also be available in the Basic Settings Section after the save. Clicking the link icon will copy the link address for you.

Once the Event is saved, we are presented with a new tab. Form Designer. For a complete breakdown on how to use the Form Designed please click here: https://camino-feedback.diocesan.com/updates/camino-custom-forms

Camino is introducing Diocese level directories for its Diocese customers. These will work within Camino as well as Camino Life. The following information will guide you through how to access, create, and view Directories within Camino! 

Adding the Right for Directories:

First the user must have access to the directory module. This is added within the Roles screen. There is a new right called "Ability to create and edit Chancery Directories" with the "CHANCERY" Type. Select this right and move it add it to the roles you'd like to be able to create and edit directories.

Once the user has access to directories, upon a refresh, there will be a new "Directories" option under Administration. Upon clicking this tab we are able to create our own Directory.

Directory Creation:

With this you can create a variety of directory types, including Priest, Diaconate, or Staff. For this Example we will show a Basic Priest directory but know you are able to customize these to best suit your needs.

First we must enter a Directory Name, a description is optional but often useful for documenting purposes.

Once those are complete we have to select the "Directory Member Categories." These will be the Diocese level categories we want to be show in this specific directory. Since we're creating a Priest directory we will select Priest as the only category.

The next two selection criteria required are the members we are going to allow to view this directory. The first is "Directory Viewer Categories." What categories of members within Camino do we want to have access to view this directory.

The second view selection criteria is what Camino Roles do we want to have access to this directory. These two selections use OR logic, meaning users who are either within the role OR within the category will have access.

Next we can choose to include Photos for this directory by checking the "Include Photo" box. We must then select if we are wanting to include the Household or Member profile photo for this directory.

Finally we come to the option to "Exclude Specific Members." If there are specific users in our database that are within the chose "Directory Member Categories" that we don't want to appear in this directory we have the option to manually exclude them. When searching only members who fit that chosen category will appear. 

Now we come to Directory Fields. On the right side of the page there is a list of the types of fields we'd like to include in our directory. Each field has an include checkbox as well as a "Viewable by" section when the field is selected. The options that appear for "viewable by" are the previous selections for both the Viewer Categories and the Viewer Roles.

After those decisions have been made we can save the Directory in the top right corner. Upon save though we are presented with one more option.  This option only appears if "Primary Assignment" was a selected field. If for a specific directory you would prefer to show an assignment that isn't their primary assignment you are able to select that here for individual members of the Directory.

Example: If a priest within your diocese has a primary pastoral assignment as well as an assignment within the chancery you want want the parish assignment listed in the priest directory but the Chancery assignment listed in the staff directory. This area gives you the freedom to make that selection.

Viewing the Directories:

In Camino:
 
Created Directories can be viewed by any of the members who have Categories or Roles that were selected in the creation process. There are two places these directories can be viewed: Camino and Camino Life. We will start with the Camino database and the selected Roles first.

Since these are diocese level directories if your account has a diocese level role has a directory that is set to be viewable by your role it will now show up in the module selection screen between Community Members and Communications. If there are no viewable directories for your role, this module will not show up.

When selected all viewable directories will appear under this module. Selecting a directory will bring it up on the main screen. You will be presented with a list of the members of the directory you've selected. Selecting any of those individual members will then bring up their directory information on the right side of the screen.

In Camino Life:

Directories can also be viewed within Camino life by members who are within the diocese level categories and or roles selected for each Directory. This includes both Camino Office Users as well as Non-Camino Office users. Allowing directories to be set up as well for parishioners using their Camino Life account. 

Since roles are a user setting and not a categories setting there is a new field under "Users" which allows the user to be linked to a specific member. This helps keep users and members associated since often times our users are set up with work email address, while Camino Life members will often be using their personal email address. This way our Camino users can still set up their own Camino Life accounts with their member profiles associations. 

In Camino Life if the user has access to any directories there will be a tab at the end of their top toolbar labeled "Chancery Directories." When selected they will be presented with a pulldown bar of all the directories available to them.

Once the directory is selected it will work just as it does in Camino, giving a list of the members on the left with the selection bring up the member's information on the right.

Important Final Note: Directories are not currently avaliable with in the app as there is an approval process by both Apple's App Store and Android's Play Store. We expect Directories to be functional within the week.