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11.1B Release

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

PDS DioOffice 11.1B, released for desktop 12-6-23 and OnDemand 12-7-23, offers the following enhancements.

New and Improved Features

Define Your Own Institution/Parish Fields!
  • Would you like to track additional institution/parish information but don't have a place to enter it in the program? Now, there's a way to add up to 16 User Fields on office/dept/org records, group/business, and/or parish/facility records!

  • You can name a field anything you want, up to 30 characters. Make sure it's a meaningful phrase that all users will understand when they see it on records. And make sure any users who enter data in this field understand how you define it.

    Initial Setup window showing the Institutions/Parishes tab with several User Fields defined, including Special Attention for all sections, Collaboration Hours for Offices/Depts/Orgs, Engagement Level for Groups/Businesses, and Training System ID for Parishes/Facilities

  • Once you define User Fields, they display in the User Fields window for all records in the selected section(s). You can enter any combination of letters and numbers, up to 40 characters. These fields also display on the Overview screens.

Log Emails and Texts
Advanced Field Calculations in Listing Reports
  • Have you ever wanted to show information in a listing report, but the program didn't have a field for it? Now, you can add your own custom fields based on a calculation or code!
  • For example, you may want to see the total amount a family paid for two different fund periods. There's not an existing field that contains that information, so you can add a custom field that calculates it. See Add Custom Fields in Listings for steps.

    Example showing the calculation code for a custom field and the resulting column in the report

  • You can also use your custom fields in Additional Selections! For example, only include families in your listing if the total of the two funds is greater than $0.

    Example showing the custom field used in Additional Selections and the resulting entries in the report

Corrections

We fixed issues that were reported internally to our team.