What would you like to know more about?

Show Page Sections

11.2D Release

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

PDS Church Office 11.2D, releasing for desktop and OnDemand 4-8-25, offers the following enhancements.

New and Improved Features

View Archived Families
  • Need to see family records that are no longer visible in your PDS Office programs? Now, there's an easy way to do that! From the Reports window, expand Family Reports > Listing Reports, and select Archived Families List. You have the option to include all archived families (that is, deleted families and those visible in one program but not the other) or only families that are not visible in any program.

    Example of the Archived Families List showing archived families along with fund and member information

Rearrange Fund Groups and Activities
  • When reordering groups and activities for a fund, there's a new option to Move all Activities when Group Name is selected. By default, this option is selected, and all the activities under a group will move with the group when you click the group name.
  • However, there may be times when you need to move activities independently or outside of a group. For example, you might accidentally added an activity to the wrong group. In that case, you can clear the new option, click the activity, and use the arrows to move the activity to the correct group.

    Gif showing a fund's setup window, selecting the Reorder option, then showing how the new option works with selected group names and activities

Import Unlisted and Preferred Information
  • The Member Information import now includes fields for Unlisted Phone/Email and Preferred Email. That way, if your file contains this information, the member records will reflect which phone numbers are unlisted and which email addresses are unlisted or preferred.

    Import Member Information process showing a tab for Phone with Unlisted options and a tab for Email with Preferred and Unlisted options

Preferred Family Titles
  • We expanded the option for Preferred Family Title in the Initial Setup window. Now, along with mailing name and formal salutation, the preferred title you select also applies to informal salutations. So, for example, informal salutations can be either "John & Mary" (if you select M/M or Mr. & Mrs.) or "John and Mary" (if you select Mr. and Mrs.).

    Family Name dialog box showing the Informal Salutation as "John and Mary" when the "Mr. and Mrs." option was selected in the Initial Setup window

Faith Direct
  • If you post eGiving from Faith Direct, you can now set the Check field on all imported transactions to say either "EFT" or "Online".

    eGiving process showing the Transfer Type as Faith Direct along with options to Put EFT in Check Field or Put Online in Check Field

Deleting Fund Periods
  • We updated the wording on the Progress message when you delete fund periods. Now, it shows which fund period is being deleted so you know it's only deleting the one(s) you selected. The number at the end indicates the progression.

    Example of the Progress message showing which fund period is being deleted

Export to Excel or OpenOffice
  • Some people have reported seeing a lot of spacing between columns when you export a listing report. We added a new help topic called Export to Excel or OpenOffice with steps to produce the best looking file. You'll see a link to this help topic in your program after you select a listing report to print to file.

    Print dialog box showing the link to the new help topic at the bottom

Corrections

We fixed issues that were reported internally to our team, as well as the following issue that affected some of our customers:
  • When posting eGiving from Abundant, if you added a family to PDS using their Abundant information, the second address line was not being pulled into the new family record.
thumb_upYes thumb_downNo