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11.0G Release

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

PDS DioOffice 11.0G, released for desktop 7-25-23 and OnDemand 8-3-23, offers the following enhancements.

New and Improved Features

Delete Report Preview Samples
  • 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.

    Report Preview showing what it looks like with a sample report and without a sample report

Family Field for Function Type of Activities
  • There is a field called Act Func that displays a number representing the function type of an activity in financial reports. Now, that same field is available to use in family reports under Fund > Fund Hist.

New Fields in Sacramental Registers
  • For each of the sacraments, there is now a field for the sacrament place. For example, Sac Baptism Place Only, Sac Marriage Place Only, and so on. These display the place name and address 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 the birthplace on each of these sacrament records and use the field in any Sacramental Register reports.

Filter the Listing Screen Using a CSV File
  • 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 black funnel. 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.

    Example showing Column Options for Street Address, with the Condition as "In List" and the Value as "<C:\Documents\addresses.csv"

  • 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:

    Example CSV file showing lines for 'O''Grady',Jacob,'112 Hamilton Street',Florence,SC; 'Smith, Jr.',Fred,'1874 Juniper Court','',SC; and 'Van Loon',George,'904 Main Street',Florence,SC

Linking Images in Emails
  • 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.

Gmail Server Limits
  • 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.