How to access your giving history

After you have logged into your Realm account, look for the Realm logo in the upper left corner.

Click on the menu symbol pictured inside the red rectangle.

Then click on the Connect logo.

After you have clicked on the Connect logo, you'll see a list of links. Click on the Giving link to access your giving information.

Next, look to the right on your screen.
You'll see a button that says,
2022 Contribution Statement.

Click on that button.

After you click on the blue button, a window will pop up where you can add a comment or select Include Non-cash amounts. You do not need to enter a comment.

Next, click "Print." (Clicking the print button will NOT sent the document to the printer.)

A new window will open displaying your statement. Click the icon (red arrow) to download it to your computer. Click the print icon (green arrow) to send the document directly to your printer.

If you have been given event privileges in Realm, follow the instructions below to find the registration numbers etc. for your event.

Log into your (not your spouse/partner's) Realm account.

On the left side of the window, look for and click on Registration Events.

Then click on Upcoming.

After you click on Upcoming, you should see a list of all the upcoming events.

Click on your event to find out who and how many have registered.

Click on Registrants to access more information about who has signed up.

To download the information, first click on Registrant, then click Registrant in the dropdown menu. Then click on the printer icon (to the right) and select Custom Questions Report. Make your selections, change pdf to CSV. Then click RUN, and your report will be created and opened in a new window. Click Download in the lower left corner to download the document. There are also other options in the upper right corner of that window. Click Close (lower left) when you have completed your tasks.

How to log into Zoom to host meeting

Note: these instructions are for parish leaders who use the Saint James Corporate Zoom account for their Zoom meetings. We recommend using a desktop or a laptop for ease of access and best meeting hosting experience.

Begin your Zoom meeting by clicking this link: https://zoom.us/

This will take you to the Zoom home page.

Next, go to the upper right corner and click, Sign In.

The sign-in screen will open. Enter your username and password as provided by Saint James staff for your particular meeting.

BE SURE TO DESELECT, Stay signed in. This will help ensure that others who use the same Zoom account will be able to log into their meetings also.

In some cases, after you log in, you might end up on the account profile page rather than the meeting list page. If that happens, simply click on Meetings on the left side of the screen.

When you arrive on the meeting page, depending on the Zoom account you are using, you may see several meetings listed. To start your particular meeting, hover over your meeting name with your mouse.

When you hover over your meeting name, the name of the meeting will turn blue, and the  Start button will appear to the right. Click Start to begin your meeting.

Another window will open in your browser. Click on Open Zoom Meetings then Launch Meeting if requested, and your meeting will begin.

When your meeting is over, click on End Meeting For All. 

After you have ended your Zoom meeting, go back to the browser tab in Zoom and log out of the Zoom account.