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11.0B Release

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

PDS Formation Office 11.0B, releasing for desktop 12-14-22 and OnDemand 12-16-22, offers the following enhancements.

New and Improved Features

Import Enrollment Information from a File
  • You can import student enrollment information (like class/session, grade, remarks, keywords, and so on) for a certain year/period. This is useful if you use something other than the PDS online forms to register students.

  • The import information is matched with your current PDS records using each student's name and birth date. This process does not add new students or classes/sessions. Make sure you have set up the student and class/session records you need before importing. For details and step-by-step instructions, see Import Enrollment Information.

    The Import Enrollment Information process showing the final tab with a list of students and classes from the import file, ready to post into PDS

Sacramental Register Entries for Deceased Members
  • Now, when you mark someone as deceased, you can choose whether to add an entry for that person in the Death Register. Select Add Entry to Sacramental Register if you want to do so.

    Mark Member Deceased window showing the new option for "Add Entry to Sacramental Register" under the Deceased Member section

Emailing from PDS using Gmail
  • If you use a Gmail account to send emails from your PDS program, you must set up an App Password with Google. This security feature, which is required by Google, ensures that your Gmail account is used safely. App Passwords do not expire on a regular basis, but if you change your Google password, you must set up a new App Password at that time.

  • We have a help topic with steps on setting up an app password, and we thought it would be helpful to link to that topic within PDS. That way, you can get to the steps you need, when you need them! In your Email Server Setup window, click Set Up an App Password for Gmail to open the help topic. You will only see this link if your server includes "gmail.com".

    Email & Text Setup window, on the Email Server Setup tab, showing the link labeled "Set Up an App Password for Gmail"


We fixed the following issues that affected some of our customers:
  • If you sorted the Top Givers/Pledgers Report by one of the Ascending options, families did not display in the correct order.
  • The Baptismal Certificate Full Page & Back was only displaying the year after "day of" instead of the month and year.
  • Catechist records were not displaying the Online Information Setup button where you add credentials for the Student Attendance web app.
  • HTML emails that were created in Version 10 were not displaying after upgrading.