Updated Formation Module in Camino: 

Building a Custom Online Registration Form

The Registration Details sub-tab still handles the basics: Allow Online Registration, a Disable toggle for pausing it temporarily without losing your settings, and the registration date range and hours.

Checking Allow Web Payments reveals Require payment to register along with Web Payment Provider, Fund, and Activity so payment only gets configured when a class actually needs it. When this is selected if you have a Web Payment provider already set up it will be available to select as well as the fund and activity locations you want to pull the payments into.

You will have the option to require payment to register as well. This will not let a registration be submitted with out payment being submitted first. If this isn't checked the registrant will have the option to submit their registration with or without payment.

Open the Form Builder

Switch to the Registration Form sub-tab and the real editor appears: a live preview of the form on the left, and two panels on the right. Camino Member Assets are pre-built fields tied to actual member data — drop one in and it doesn't just add a text box, it builds out a whole structured section depending on the field. Standard Controls are blank building blocks — text fields, dropdowns, dates, currency, consent agreements — for anything that isn't already a Camino field that you need to collect for your registration.

Example: Dragging First Communion in from Camino Member Assets, for example, builds an entire section, the received-or-not question, date, church name, and full church address, in one drop.

Show Conditionally is where the builder gets genuinely powerful. Turn it on for any field and set a rule — Show only if [another field] Is Equal To [value] — and that field only appears when the condition is met.

In this example, a Want a Shirt dropdown sits on the form normally, but the Shirt Size dropdown next to it stays hidden until someone actually selects Yes — so families who don't want a shirt never see a pointless size question.

Preview Exactly What Families See

The screen/mobile icons above the builder switch between desktop and mobile previews, and clicking into the form opens the full Class Information view — everything a family sees before they even start filling anything out: dates, times, location, cost, course description, then Student Information and every section you've built, in order.

Scroll to the bottom of the preview and the Cost section shows a Discount Code field, the Grand Total, a Comments box, and the final Pay Now / Register buttons — the very end of the family's registration experience.

Quick Reference

Setting Up Discounts for Formation Classes

Head to Formation > Discounts. This is the master list of every discount your parish has set up, whether or not it's currently active. Click ADD NEW DISCOUNT to build one.

Discount Type is either Percent or Amount. Percent takes a whole number (10 for 10% off), Amount takes a flat dollar figure. Start Date and End Date are optional — set them for something time-limited like an early registration window, or leave both blank for a discount that's always available while enabled.

Flat-dollar discounts work the same way, just with Discount Type set to Amount instead. A $10 off code, for example, subtracts a fixed amount regardless of what the class costs.

Below the discount details, Available Classes lists every class in the system. Check the ones this discount should apply to — or check the header box to select them all — and click Add to move them into Classes Using This Discount. A discount with no classes attached won't show up anywhere for families to use.

Turn a Discount Off Without Deleting It

Every discount tied to a class also shows up right on that class's Formation Class tab, in its own Discounts panel — code, type, amount, and dates, all in one place, with a checkbox to enable or disable it for that class specifically.

Quick Reference

Processing Online Registrations

Selecting any registrant on the left opens a detail panel on the right showing that class's Confirmed Registrants, Pending Confirmations, and Total Registered at a glance.

Click any pending registrant and Camino tries to help right away — for a submitted Registration it may show a Suggested Member ID, a best-guess match against an existing household member already in your database.

Other times it may be blank and require direct input from the Camino User. For these pending registrations, the Member field works as a live search. Start typing a name and Camino surfaces existing matches to link to.

Camino also pulls in the household information from the submission — address, head and co-head names, phone, and email — so staff can confirm it matches (or spot a new household that needs to be created).

Quick Reference

Understanding your Registrants Camino Formation Registration Experience

Every class row on the Formation Classes list has a link icon under URL — click it and Camino copies that class's direct registration link to your clipboard, ready to drop into an email or bulletin.

There's also a general link at the top of the Formation Classes page, next to the page title, that opens a single registration page listing every open class, handy for a 'browse all our programs' link instead of pointing to one class at a time. This link also allows families to register their whole family at once to one or multiple different classes giving our Catholic Families the most efficient registration possible.

Two Starting Points, One Form

Starting Fresh: No Linked Account

Families land on a clean Formation Registration page with a step tracker down the left side. If they're logged in, Registrant section defaults to  'Not in this list'.  From there, First Name and Class Name are all it takes. When using the overall link they will have the ability to select any of the classes open at the parish. If it was a specific class link that will be auto populated unable to be changed.

Step 2 collects the household's basic info: last name, phone, email, and full address, since Camino has no record to draw from yet. They will go through and fill out the form as required from how the Camino Formation Form was built. 

Conditional fields still work live — answering Yes to Want a Shirt immediately reveals a Shirt Size dropdown — and Emergency Contact fields, consent checkboxes, and medical care consent language all appear right where they were placed in the form builder. Clicking Baptized? Will allow the user to fill out all the Baptism information that they know.

If the class has a cost, a Cost step shows the line item and Grand Total, plus a Discount Code field for anyone with a code from a parish discount.

The last step is Finalize — a reminder to review everything above before clicking Register. Every completed step shows a checkmark, and each one is clickable, so it's easy to jump back and fix something first.

Already Linked to a Household

A linked account doesn't land on a bare registration form. It opens inside the full Camino Life Parish Portal, with a navigation bar for Dashboard, Household, each household member by name, Contributions, Pledges, Documents, and Events, alongside Formation. Registration is just one piece of a much bigger picture of the family's parish life.

The biggest difference shows up immediately: the Registrant dropdown isn't empty. It's pre-populated with every person already on the household record — parents, kids, everyone — with 'Not in this list' still available at the bottom for anyone new.

Add Another Registration adds a new Registrant/Class row with no limit on how many can stack up — a linked household can register several people for several classes in one pass. Each row becomes its own step later in the process, named after the registrant. The same person can even be registered for more than one class in a single visit, though Camino won't allow the same person into the same class twice.

Once a registrant's own step opens, the payoff becomes obvious: First Name, Last Name, Date of Birth, and Gender are already filled in from the household's Camino record. Nothing to retype. It goes further than the basics, too. If a sacrament like Baptism is already on file, that section arrives checked and dated, right down to the church it happened at and that church's address: no searching, no retyping.

Note: This is the payoff of building a form with Camino Member Assets instead of Standard Controls. Every asset — Baptism, First Communion, Medical Conditions, Occupation, and the rest — is tied to real member data, so for a linked household it arrives already answered. A custom Standard Controls field like Want a Shirt has no such record to pull from, so it always starts blank.

Not every field can be pre-filled, any custom fields added during the form creation process will be blank, and if set as such may require an input. If a required field on any step gets skipped, Camino flags it right in the step tracker with a warning icon and a 'Missing required fields' note, so it's easy to spot exactly which registrant needs a second look before submitting.

The Confirmation Email

Once Register goes through — for either kind of account — the family gets an emailed receipt for their records: the class, participant name, location, full date range and time, and cost, laid out clearly under a Registration heading. If a household registers more than one person or class in the same visit, each one gets its own numbered Registration section in the same email.

Quick Reference

Events – Registration

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:

• Camino Household ID (if linked to your database)
• Registrant names and number of attendees
• Event cost and balance due
• Contact information

• View Registration — Opens the form exactly as the registrant submitted it, so you can review their responses at any time. 

• Mark as Paid — Records payment once a registrant has settled their balance.
• Cancel Registration — Allows you to cancel a registration on behalf of your parish or diocese.
• Link to Camino Life — Manually links an unlinked registrant to a household and member record in your Camino database. 

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:

• The Camino field that was updated
• The current value in Camino
• The value the registrant submitted

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

Event Custom Forms are Here!

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

• Required: This checkbox sets the field as required. The registrant won't be able to submit their registration without filling out marked fields.
• Label: All Standard Control assets allow you to give a title to the input field, shown on the registration form.
• Tooltip: This text appears when the user hovers their mouse over the field.
• Width: Set to 1 or 2 for how many slots the field takes up horizontally on your form. On mobile, the max width will be 1, but longer fields may wrap as needed.
• Maximum Length: For text fields, set the maximum number of characters allowed.
• Minimum and Maximum Values: Fields such as currency, time, and date allow you to set minimum and maximum values a user can select.
• Show Conditionally: Set a field to appear only based on the input of another field. Example: a checkbox for "Baptized" can be set so "Baptism Date" only appears if the member is marked as baptized. This allows for a great deal of flexibility in how you build your forms.\

• Text Field: Allows input of a custom single line of text from the registrant.
• Multi-Line Text Field: A larger text field that allows for multiple lines of wrapped text input.
• Number Field: An input field that only allows whole number inputs. You can select to make 0 a valid entry.
• Currency Field: An input field that allows numerical amounts up to two decimals, converted to USD.
• Dropdown: Create a selection input with a number of custom dropdown options.

• Multi-Select: Create multiple selections where a user can select one or more options at a time. Under properties, you can set the minimum number of selections registrants must make.

• Date: Allows the user to input a date or select one from a calendar. Options include excluding weekdays or weekends, and allowing or disallowing future or past dates.
• Time: Allows the user to input a time or select one from a clock.
• Link: Input a clickable link on the registration form. If this field is required, Camino can track whether the registrant clicked the link.
• Consent Agreement: Allows the user to review consent agreement text and check "I Agree" at the end of each agreement. You can copy your consent agreement language into the field using standard editing options.

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

Camino has introduced a new module: Events!

 
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

Soft Credits Update

• Soft credits (contributions made by an organization or business on behalf of a household) are now listed on the parishioner's contribution screen with a special symbol.  When the soft credit donation is clicked, the name of the organization is displayed. 

  

For Dioceses, Added features to the Credit Parish field

• Added the capability to enter the Entity Number in the Credit Parish field for Pledges and Contributions.  This can help increase speed and accuracy when entering a large number of pledges or contributions for a diocesan campaign or appeal. 
• Added the capability to do a full-text search when entering the Credit Parish during Batch Contribution entry.

  

  

Sped up the time it takes to save a change to a household or member record

For Dioceses and Parishes, Added fields to different Report Types

• DETAILS > Donor Mailing Address Line 1
• DETAILS > Donor Mailing Address Line 2
• DETAILS > Donor Mailing City
• DETAILS > Donor Mailing State
• DETAILS > Donor Mailing Zip
• DETAILS > Donor Mailing City State Zip
• DETAILS > Credit Parish Formal

• Mailing Address City State Zip

• DETAILS > Credit Entity City

• DETAILS > Credit Entity City

• Household Formal Mailing Name
• Household Formal Salutation

• Household Formal Mailing Name
• Household Formal Salutation
• Mailing Address City State Zip
• Prim Assign City State Zip

• Household First Names 

During Pledge Batch Entry, show any existing pledges the household has made to the same fund

• This is done to help prevent the accidental entry of duplicate pledges. 

  

Added fields to Formation Report Types

• Student Cell Phone Number
• Home Email Address

• DETAILS > Student Cell Phone Number
• DETAILS > Home Email Address

• Student Cell Phone Number
• Home Email Address

Added the capability to search for a blank sacrament date

• It is helpful to search for members who don't have a particular sacrament (e.g. they haven't been baptized).  Previously it was not possible to search for a blank sacramental date.  Now it is possible for any of the sacraments.  It is also now possible to search for a blank celebrant.  

Add the Member Relation of "Ex-Spouse"

• We've had requests to add "Ex-Spouse" as a relationship for a household member when the Member Type is set to "Adult".  This is now possible. 

  

Added the capability to print coupon books for pledges

• A new Report Type of "Contributions - Pledge Payment Books" was created.  This allows you to create payment books with Payment Date and Payment Number for contributions that are due in the future.

Changed report criteria to be smarter

• When entering selection criteria for reports, most fields that have a fixed number of choices now will show those choices as check boxes or as a list.  (e.g. The field "Marital Status" can only have 1 of 7 options.  Now the relation of "in" can be used and all 7 choices show as checkboxes.)

  

Warning message when possible duplicate contributions are entered

• When entering a batch contribution, if another contribution exists for the same household with the same envelope number, amount, date, fund, and fund activity, the message "This is a possible duplicate.  Do you wish to continue?" displays.  You can click "Yes" or "No" and continue. 

  

• Added "Pledge Type" and "Response Type" fields.  This will further identify information about the pledge.  
• Added a "No Remittance" checkbox next to the "Anonymous" checkbox to be able to identify donors that do not want to receive a remittance for the balance of their pledge.  
• Added a house icon at the end of the Household field.  Clicking this button takes the user to the Households screen so address and other contact information can be updated.  Clicking the "Batch Pledges" menu item when done brings the user back into the current pledge batch.
  
   
  

  

   
  
  
• When a Down Payment is entered during the Batch Pledges process, the "Is a contribution included" checkbox is automatically checked and the amount of the Down Payment is automatically copied to the Contribution Amount field.  

Other Enhancements:  

• Added the ability to change the Head of Household from the main member listing screen without having to open the member record.

  

   
• Added the ability to add personalized links to the online formation registration form by a user.

  

• Added the ability to search by Maiden Name on the household and member screens.  
• The 7-digit phone number (cell or home without area code) is now able to be searched as well.  
• Previously there were some issues with searching for people with special characters in their names (e.g. O'Connor).  That has been resolved.  

• Added the capability to store background check information at the parish level.  Previously, this was only available at the diocese level. 

  

   
• Students can now be added to a Formation class from the Formation tab on the Members screen. 

  

   
• A Reference Number field has been added next to the Fund Activity name on the Fund Detail screen.   

  

   
• When a household contribution is changed in a previous year, the field "Reason for changing an old contribution" appears and is required to be filled in.  That field now appears when changing current year contributions, but it is optional to be filled in. 

  

   
• When enrolling a student in a formation class, the list of names that is displayed now shows the person's birthdate as well as their Member ID to help differentiate students with the exact same name. 

  

   
• When entering batch sacraments, the Baptism date is now displayed as a reference. 

  

   
  
  Diocese and Parish additional features and corrections:
  • The information in Address Line 2 is now included when doing Household searches.
  • Household, member, and contribution searches have been sped up significantly at both the Diocese and Parish levels.  
  • When searching for a Credit Parish at the Diocese Level, a full text search is now enabled.  Previously, it was only starting the search with the first name of the parish. 
  • When entering a sacrament place for an individual and choosing "Find a Parish in Discover Mass", the heading "Please choose where this sacrament took place" will now continue to be displayed to avoid any confusion.  
  • For formation programs with many pages of classes, it was annoying if you were working on a class on page 15 and then were taken back to page 1 when you left the class.  Now, when done with a class, you are returned to the same page that you left. 
  • The length of the Comments field when importing online giving was increased to be able to handle multiple tributees.

• On Diocese and Parish Batch Contributions, if the Payment Type is Check, hitting the ENTER key will take the user directly from Amount to Check # when Check Number is enabled.  This will allow the user to only use the 10-key pad for entering batch contributions by envelope number. 
  

  

• Additional fields were added to the Diocese's Recurring and Non-Recurring Pledge Reports to better handle soft credits. 
  

  

• Additional links to webpages can now be added to the Formation Online Registration Confirmation Screen.  These links can be used to have the parishioner fill out a photo consent or a medical release or another document needed by the parish's faith formation department.  Currently, the parish will need to contact Diocesan to have this done.
• Profession of Faith can now be entered when Baptism Date is unknown
• Clicking the Ordination events on the Sacrament Summary tab now takes you to the Ordination tab.  
• The Virtual column now appears in the course description on the public-facing Catechesis page.
• The Member History tab now shows proper heads of household in both directions for members moving to new households.
• Users with only View Household Members rights can now see Members without an error requiring Sacrament rights.

• Student Names and Class Dates are now frozen on Formation Attendance Screen for better usability.  You can now scroll left to right or up and down without losing headers.

  

• For Dioceses, Catechesis Registration now freezes names and dates for attendance like formation
  

  

• The Sacraments tab is now clickable.  If you click one of the Summary Sacraments, it will take you to the proper tab.
  

  

• First Communion Date Added to Formation Roster Screen
  

  

  
  
  
• Date of Birth added to Formation Roster page to help to identify the proper member
  

  

• Updates to Notifications
  • Notifications now show in large panels.
  • Notifications no longer are created when a Family is added to a parish.  Instead, notifications are triggered any time a household is added as a Parish Household, School Household, or Formation Household at another parish.
    • If Parish Household is checked at Parish A, and Household is a member of Parish B, Parish B is notified.
    • No notifications are sent if the household is just added as a donor (Household, School, and Formation are not checked)
    • The message was modified to show what kind of registration occurred (Parish, School, Formation, or a combination)
  • Household ID and Household First Names were added to the notification message for clarity.
    

    

• Virtual Option added for Catechesis classes at Diocese level.  Both fields are also available in the reports as well.

  

• Diocese and Parish additional features and corrections:
  • Vision 2 is now supported for online giving.  Vision 2 can be configured similarly to Vanco Autoconnect.
  • Query Name label Changed to Report Name
  • Confirmation Name is no longer required for batch Sacrament Posting
  • Date of Birth added to the Formation Online Registration processing (similar to that added to the Formation Roster page.)
  • Funds Page overlaps fields at certain resolutions.  This was corrected.
  • When no DOB is found, hyphen is removed from Formation Search list.  This was corrected. 
  • The Hamburger menu button was not working.  It has been corrected and now shows other Diocesan products.  
  • A date error was showing on the Assignments page if the assignment ended today.  That has been corrected.  
  • Several fields were added to the Report Type, "Formation - Class Roster"
    • Head Religion
    • Co Head Religion
    • Head Occupation
    • Co Head Occupation
    • Head Employer
    • Co Head Employer
  • Additional audit fields were added for tracking user changes to households
    • Phone Number
    • Email Address
  • Additional audit fields were added for tracking user changes to members
    • Cell phone
    • Email Address
    • Work Phone
    • Work Email
    • Occupation
    • Employer
  • When clicking "Save and Copy to Spouse" on the Marriage sacrament tab, the husband's middle name was not copied.  This has been corrected.  
  • Several fields were added to the Report Type, "Formation - Student Classes"
    • First Communion Place
    • Confirmation Place
    • Marriage Place
    • Marriage Date
  • The country "Northern Mariana Islands" was added to the sacrament country dropdown list.  

• Notification option moved to the bottom of the main menu.  
• New Report for Sacrament Only Members
  

  

• Any Documents added to the report above will also now show on the new Letters Tab of the Sacramental Only Non Member page

  

• For Dioceses that may need it, we added a new field to store the External Diocese.  It has also been added to all household reports.  We also added two new diocese parameters
  • SHOW_EXTERNAL_DATABASE_ID if true will show the External Database ID field at Diocese and Parish Level for Households.
  • PARISH_EDIT_EXTERNAL_DATABASE_ID if true will allow the parish to edit this value

    

•  Added Finance ID for Diocese Community Members.

  

• Changed label of Custom Mailing Name to Formal Mailing Name

• An advanced searching tool tip has been added to the Household page
  • The Last Name search.
    • This search is a "Begins with" search, so to search for last name you will enter "l= or L=" then the last name into the search bar (To search for Smith, L=Smith or L=Smi or L=Smit)
  • The Envelope and ID search
    • These searches are exact key searches. Once keyed in, the search typically takes a few seconds to appear
• To see the tool tip for advanced searching on the Household page, hover over the info icon

  

  

• Household Member History
  • When under the Household Member Listing tab of a Household, if a member has been added or removed from the household a button will appear in the top right of the page "View Former Member History"

    

• New Formation report type available - Formation - Attendance
  • This report type will be able to see if a student was Present, Absent, etc. on a certain session date

• Made-up and Excused have added as options when taking Attendance in a Formation class
• Multiple Dispensation types can now be chosen under the marriage sacrament. In addition to being able to choose multiple dispensations, a free text field has been added for any additional dispensation types

• When using the search bar on the reports listing page, the search will remain when you click into a report and then click back out of the report
• The Additional Fields under Formation classes can now be marked as required on the Formation Online Registration form

• Access level can now be changed after a report is created and saved. Either the report creator can change the access level or users with the right "Reports Administrator" can change access levels for any report
• Multiple roles can now be given access to reports when choosing the Access Level of "Role"

• The Headers have been changed to a light blue for better readability

• Formation Attendance sheets when downloaded will now display 'A' for a student who has been marked absent

• Household ID has been added to the search results when a duplicate household is found during the Add New Household process

• When copying a report, the user who copied the report can now choose a new access level for the copied report
• Sacrament dropdowns will now display middle names for fields such as Father' Name, Mother's Name, etc.

• Batch Contribution Enhancement
  • Previously, when entering batch contributions, the household could not be changed after entering a contribution. The Household can now be changed before or after posting the batch

• Online Giving Enhancement
  • On both the Import File and Successful Lines pages, the headings can now be sorted by clicking them and a search bar has also been added

• The Sacrament Summary page now shows Death and Funeral information

• When running the Grade Promotion Procedure, if a grade promotion was run in the last 9 months, a message will appear saying that a grade promotion was run recently

• Camino now has the ability to track Soft Credits. These are used when, for example, a household donates to the parish through a business they own

• A new report type has been added. The report type 'Household - Potential Duplicates' will allow for duplicates to be quickly identified
• A new Camino Updates and Feedback page has been created. This page can be found by clicking on "What's New" on the main menu
  • The Updates tab will show all of the Camino Release Notes
  • The Feedback tab is a public forum where new features can be requested, discussed and voted on by Camino users
• The Update Tab:
  • You're here!
• The Feedback Tab:

•  Batch Pledge enhancement
  • When entering a pledge batch and a contribution is included, the Payment Type, Activity, and Contribution Date will be remembered after entering the first contribution

• The formation attendance page has been updated to be mobile friendly
  • Catechists can now easily take attendance directly from any smart device, tablet, or computer

    

    

     
• Tags can now be added and removed in batches
  • The new feature is found by navigating to ADMINSTRATION > PROCEDURES > BATCH TAGS
    • If you don't see batch tags under PROCEDURES, you will need to have the right of batch tags added to your role
  • Once the Tag Type and Tag are chosen, the left side is where you will remove the tags, and the right side is where you will add tags

    

    

     
• In Batch Pledges, when entering a contribution along with a pledge, the Activity, Payment Type, and Date will be remembered for the next contribution being added. The same way that Batch Contributions remembers those fields.

• New dropdown lists have been added to the criteria section of reports. This will allow for easier and more accurate reporting. Examples:
  • Member Type
  • Baptism Month

    

• More Camino video tutorials are being created. If you have a suggestion of a video that you think should be created, please let us know!

• The reports listing now shows who created and who last modified a report. This will allow for a search to be conducted for reports created or modified by a specific user

  

• The option to include comments in the PDF versions of the Batch Contribution reports is now available
• The Batch Contribution screen now has a search bar. Searches can be conducted by batch number, description, or date (m/d/yyyy)
• The default activity under a fund will now appear first in the activity list when entering contributions
• Two new report types are now available:
  • Contributions - Monthly Fund Totals
  • Contributions - Monthly Fund/Activity Totals

• Some video walk-throughs are now available with more to come in the future. Here is the link to the videos: https://video.diocesan.com/page/camino-tutorials
• The Diocesan side menu is now accessible from Camino. This will allow you to navigate between all Diocesan products with ease
  • The three bars or the "hamburger button" is how you will access the Diocesan side menu
  • To hide the side menu in Camino, click the arrow to the left of the Camino logo
• Check number can now be made optional when entering contributions. Please contact Diocesan and submit a support ticket in order to enable this feature
• Three custom fields can now be added to the Formation Online Registration form. You can add 1, none, or all of the fields to the form

• A major change has been made in how sacrament places are entered. We have integrated with Discover Mass which will allow for a quick search of any parish in the United States to be added as a sacrament place. For your convenience, a video overview of the new feature is at the bottom of this message.
• A phone number mask has been added. This will automatically format a phone number as you type it in. The mask has also been added to the Formation Online Registration form.
• 3 new sections have been added under Administration>Lists
  • Common Cities – This list will create a dropdown to choose from when entering addresses (City name only, do not include State) ex. Chicago.
  • Common Places of Birth – This list will create a dropdown to choose from on the Baptism screen (City and State for this list) ex. Chicago, IL.
  • Non-Member Clergy – This list will create a dropdown for the celebrant field for any sacrament (Intended for clergy that do not belong to the parish or the diocese).
• Camino now remembers the last envelope number assigned by your parish. This means when entering a new envelope number the first option in the dropdown list will be the next available number after the last number assigned. For example, if the last envelope number assigned was 301, the dropdown list would be 302, 1, 2, 3.
• When searching for a household, you can now search for the preferred name of the Co-Head and Head of Household.
• When adding a new member to a household the last name of the household will auto-fill into the member’s last name. This can be changed if need be.
• When adding a new household, Camino will now find partial matches in the first name field if the last name is an exact match.
• Do not forget about the Camino Knowledge Base. The Knowledge Base contains articles that can help answer questions you may have about Camino https://diocesan.com/knowledge-base/

• Vietnamese and Korean characters are now supported in name, place, address and notes fields.
• A sacrament summary page has been added. This page shows the sacrament name, date and place.
• Parent names have been added to the Confirmation Sacraments page.
• On the baptism or confirmation screen, when mother's name is chosen from the dropdown list, the mother’s maiden name will populate from the mother’s member screen.
• When entering father and mother on the baptism or confirmation page, the Head and Co-head of the household will appear first in the dropdown list.
• Next of Kin has been added to the Funeral Sacraments page.
• Occupation and Employer have been added to the member screen. These fields are free text fields and we still recommend using talents to keep track of common occupations.
• Work email address has been added to the member screen.
• The relation of Spouse was limited to the member type of Co-Head. Spouse is now also available for the member types of Adult and Other.
• A new right has been added that allows users to edit contributions over a year old. This right is not automatically assigned to any role, so if needed make sure to add this new right to roles where it is needed.
• Do not forget about the Camino Knowledge Base. The knowledge base contains articles that can help answer questions you may have about Camino https://diocesan.com/knowledge-base/

• A new right is now available to be assigned to roles. This right allows a role to view and input pledges toward Formation only funds.
• Improvements have been made to the criteria section of reports. Now when you select a field, for example, Fund Number, a dropdown list of your funds is now available to be chosen.
• For parishes who use pledges: A summary of the Total Paid and Balance remaining towards a pledge is now available under a Household. To find this new feature go into a household. Go to the pledges tab for the household. Click on the pledge you wish to view. You will see a recap on the right side of your screen.
• New fields have been added to the “Members” report type. Sacrament Place Names formal (ex. Baptism Place Formal) These fields are intended for Certificates and letters so that instead of St Mary, Boston it will say St Mary Catholic Parish.
• When attempting to add a Catechist to a class in Formation and that member is not in the dropdown list, an error appears. The error message has been changed to include what action must be taken to fix the error.
• Do not forget about the Camino Knowledge Base. The knowledge base contains articles that can help answer questions you may have about Camino https://diocesan.com/knowledge-base/

• New Household and Member Audit Report types are now available. These report types allow administrators to see what changes have been made and by whom
• Formation Online Registration
  • Mobile responsiveness has been improved
  • Spanish translation is now available on the online registration form
  • New fields have been added to the form including household information. These fields do not overwrite what is in Camino. The fields can be found when using the report type “Formation – Online Registrations”
• Preferred name is now used on the Formation Attendance sheet if the member record contains a preferred name
• A new field has been added to the household screen. The new field “Custom Mailing Name” allows you to customize the mailing name for a household. The field will automatically populate with the Formal Mailing Name. From there is can be changed if desired. The fields that pull the “Custom Mailing Name” in the reporting section are “Formal Mailing Name” and “Donor Name Formal”
• The Camino Knowledge Base has been completed. This contains articles that give little tips on how to do various things in Camino. The link is below https://diocesan.com/knowledge-base/

• We switched over to a new login which will allow for seamless transition to other Diocesan products in the future
• A new report type has been added called “Formation – Student Classes.” This report is intended for, but not limited to, the creation of Formation certificates as well as emailing from Camino to Formation households
• Under Import Online Giving – The download report button now gives you the option to choose the report with or without comments
• When you change the name of a report and save it, the name now updates in the blue area of the screen without having to refresh the screen
• Improvements to the Formation Online Registration form have been made, including making the form mobile friendly, with more improvements to come
• Fields overlapping on the household and member screens have been corrected
• When in the Reports section and then searching for a report on page 3, for example, no results would appear. This issue has been fixed
• A fund activity can now be marked to not count towards the total paid of a pledge

• Formation Online Registration is now available, contact support to get the link to the registration form
• When a member is marked deceased incorrectly, you can now "Resurrect" them. You will see the "Resurrect" button on the member screen of deceased members. NOTE: To have this ability, add the right of "Resurrect Members marked Deceased" to a role. The Member Type and Relation to Head of Household will be made "Other" and will need to be updated by the user to the appropriate fields
• Ability to post Sacraments as a Batch. Location: Administration > Procedures > Sacrament Batch   Note: This is also a right that must be added. “Ability to bulk load Sacrament data for large groups” is the name of the right
• New ‘Listed’ fields for Addresses and Phone numbers have been added
  • Examples include ‘Mailing Address 1 Listed’ or ‘Head Cell Phone Number Listed’
  • These fields are intended for Directories or Guide Books
  • The field pulls, for example, Head Cell Phones that do not have the checkbox ‘Cell Phone is unlisted’ checked on the member screen
• Formation Attendance Report Enhancement
  • The “Download Attendance Report” button now allows you to choose a blank or filled out version of the report
• Zip code is no longer required for most countries when adding sacraments. The only two that will require a zip code are the United States and Canada
• Suffixes have been added to the Member Listing page
• An Emergency Contact Tab has been added to Formation
• The members on the Household Members screen are now ordered. The order goes Head, Co-Head, then by age. Deceased members will appear at the bottom