11.0C Release

If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.

PDS Church Office 11.0C, released for desktop 2-7-23 and OnDemand 3-2-23, offers the following enhancements.

New and Improved Features

Grade List

You can quickly see a list of all members in a particular grade using the new member easy list. On the Information tab, click Members > Easy Lists. Select Grade List and the grade you want to see. When you click Apply/OK, your list displays, and you can customize the columns you see, print the list, and create a letter to send to this selection of members.

Select from the ID List

In all relevant search boxes, we added an option to Show ID Drop-Down Lists. This determines whether you see the drop-down arrow when searching by an ID.
You can select this option if you prefer selecting from the list. However, if you have a very large data file, we recommend clearing this option. That way, your search results load faster and you do not have to look through a long list.

Middle Names and Nicknames

We heard a great idea about entering parishioner names more efficiently when adding a family. The Middle and Nickname fields now display in the Family Name dialog box. That way, you don't have to go edit each member record after adding the family record.
With this in place, we also made it so the Informal Salutation uses the nicknames by default.

Balance Due on the Family Overview

We modified the Totals in the All Funds section of the Family Overview. Now, the Balance Due only includes amounts for the current period.

Envelope Export to Remey

The email address where Remey export files should be sent has changed from MailingList@FJRemey.com to File@ChurchBudMail.com. When you use the Export to Envelope Companies report to send it, the file will now go to the updated email address.

Clean Up Multiple Data Sets

In the last release, we added a data cleanup process. Now, if you have multiple Church or Formation programs using the same data file, you can select which one to clean up. On the first screen in the dialog box, enter the appropriate number for Show Church N= and/or Show Formation N=. When you're ready to re-examine the data for these data sets, click Recalculate.

Postal Rate Changes

The USPS updated postal rates, effective January 22, 2023. These changes were made in your PDS program and released on Monday, January 23. Next time you run EZ-Mail, you'll receive a message that allows you to download the new postal forms. For details on the changes, see 2023 Postage Price Changes (USPS website).

We fixed several issues that were reported internally to our team, as well as the following issues that affected some of our customers:

When adding a family from the archive, if you sorted by ID and entered the ID number, the cursor was jumping to the top of the list after clicking the family. Or, if you clicked Use this Family, the wrong family and members were added.
Newly added funds were not always displaying in fund lists throughout the program. Now, if you have access to a fund, you'll see it anywhere that funds are listed.
The Both/Active/Inactive filter was not holding your selection when moving between windows.
Sometimes, when using the Change Addresses system process, the program was locking up.