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Mentions & Activity Audit Trail

CatholicOffice provides centralized team communication tools so staff never miss important notes, task assignments, or sacramental updates.


Using @Mentions Anywhere

You can tag colleagues anywhere notes or comments are supported across CatholicOffice:

  • Sacramental & Event Files (Marriage, Baptism, Quinceañera, Funeral, Rentals)
  • Reception Event Log & Front Desk Notes
  • Parish Tasks Comments & Descriptions
  • Sick Call Notes & Homebound logs

How to Mention:

Type @ followed by any staff member’s name (e.g., @FatherJoe, @Sarah). As you type, an autocomplete dropdown will appear.


Unified Mentions Dashboard (/my-mentions)

Whenever someone mentions you in a note:

  1. You receive an in-app notification and email alert.
  2. The notification is logged in your Unified Mentions Dashboard (/my-mentions).
  3. Click on any mention in your inbox to jump directly to the exact note or record via the smart Mention Bridge (/mentions/{id}/view).
  4. Filter mentions by Unread, Read, parish team, or date range, and click Mark All as Read when caught up.

Global Activity Audit Trail (/activity)

The Activity Dashboard (/activity) gives pastors and administrators a chronological, team-wide audit log of all actions taken in the parish workspace:

  • Events created, edited, approved, or deleted.
  • Sacramental files updated or status changes.
  • Payments and fees logged into accounts receivable.
  • Sick calls received and triaged.
  • Filter by staff user, date range, or action type for accountability and peace of mind.