You can now enter funeral home information during the Memorial process. It then displays in the General Notes field on the Notes tab in the Sacramental Register and the General Notes field of the member's Memorial sacrament tab. If you add other General Notes in the Memorial window, you'll see a blank line after the funeral home information to distinguish the remarks.

Do you have Spanish-speaking parishioners? Now, you can print certificates en español! In the Member Reports section, expand Member Sacrament Certificates > Spanish Certificates.

When you create your own report, it's added under the Easy Reports or User Reports section. From there, you have always been able to create a sample report that displays in the preview window by clicking Make Sample in the Report Preview window. Now, if needed, you can remove the sample. Select the user report in the list, click the sample, then click Del. Sample. The preview reverts to showing "Click here to Preview Sample" instead of the sample report.

There is a field called Act Func that displays a number representing the function type of an activity in contribution reports. Now, that same field is available to use in family reports under Fund > Fund Hist.

For each sacrament, there is now a field for the sacrament place name. For example, Sac Baptism Place Only, Sac Marriage Place Only, and so on. These display only the place name (like "St. Mary's Parish") and can be used in any of the Sacramental Registers certificate reports.

There is now a field for Birthplace in the Confirmation, First Communion, Marriage, and Death registers. You can enter it on an individual's Birth Info tab or on any sacrament record, and the birthplace automatically displays on their other records in the Sacramental Registers. These fields can be used in any Sacramental Register reports.

You may need to mark a sacrament record as invalid. We added an Invalid checkbox for each sacrament in the member's Sacrament window and in the Sacramental Registers. Also in the registers, the checkbox displays for each additional sacrament.

If you mark a sacrament invalid, then "(Invalid)" displays after the Sacrament Date or Celebrant anytime those fields show on the screen or print in reports.

In the 11.0E release, we added the ability to filter Additional Selections using a CSV file. Now, you can do the same on any listing screen! If you have a file with data values, you can filter a listing screen column using those values.

In the listing screen, hover over a column and click the filter icon . Select the Condition In List, then for the Value, enter "<" and the file path of the CSV file. When you apply this filter, the column only displays values that are listed in the CSV file.

If needed, you can specify a column in the CSV to pull values from. For example, "<C:\Documents\addresses.csv,3" if your values are in the third column of your file.

Note: In order for the file to be read properly, you must include single quotes around blank fields and fields containing the following: a space (like Van Loon), a comma (like Fred Smith, Jr.), or an apostrophe (like O'Grady, which requires an additional single quote). For example:

We continue improving the Clean Up Data process so you can keep your data sparkling like new! In the Families section, there is a new option to remove "unused" families. These are families where ANY of the following conditions are true:

• There have been no payments or their last payment was more than 7 years ago.
• None of the members have any ministries with an active status.
• None of the members have a sacrament preparation class within the last 2 years.
• (If you share data:) No members have a Formation Enrollment date within the last 2 years.
• (If you share data:) No members have any Formation classes on their schedule.
• (If you share data:) No members have any attendance dates (regardless of the type) within the last 2 years.

In the Financial Information section, there is a new option to remove "unused" fund periods. These are fund periods that have been added to a family but have no pledges and no history entries.

The Financial Information section also shows how many fund periods have been created in the Fund Setup window where the ending date is 7 years ago or older. You can view this list of fund periods and, if needed, consolidate the totals.

When creating an HTML email, if you wanted to link an image to a URL, you had to highlight it first. This was not always intuitive, so we improved the way it works. Now, just click the image then click the link button, or you can right-click the image and select Link Image.

If you use Gmail to send emails from PDS, there's something you need to be aware of. Google limits the number of messages and the number of recipients per message you can send through the Gmail SMTP servers. See this Gmail article for details. If you exceed the limit when attempting to send emails from PDS, you'll see a "Transmission Failed" error. To resolve this, you can try sending emails in smaller batches over multiple days, as permitted by your Google settings.