If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.
PDS Formation Office 11.0E, released for desktop 5-2-23 and OnDemand 5-11-23, offers the following enhancements.
New and Improved Features
A parishioner may give one check that covers multiple funds or activities. For example, they write a check for $100 and want $75 to go toward formation tuition while the remaining $25 goes to a fund raiser. Now, you can split check amounts or percentages during the Payment/Donation Entry quick posting!
Enter the information for the check as usual, then click Split at the bottom. Select whether to split the check using amounts or percentages, then add each fund and activity. You can split the total up to eight ways. Once you click Apply/OK, the original line in the grid is replaced by lines for each entry you added.
You can print reports anytime during the eGiving quick posting. If you print one before posting the information to records, you'll now see "DRAFT" at the top of the report. That way, you know it's not the final batch report.
Most banks restrict the use of special characters in ACH files. To make it easier, PDS now removes the ampersand (&) and slash (/) characters from family names in ACH file exports.
We added a default title definition for "Deacon/M", which displays as "Deacon & Mrs.". To add this title in your program, open the File menu and click Restore Default Values. Note that this will reset the list and remove any values you have added. If you'd rather, you can add this title definition to your list., then click
After that, you can use the title on records. When adding or editing a family, you can enter "Deacon" for the head's title and "Mrs." as the spouse's title, and they are stored correctly on the records.
If you're familiar with Additional Selections, you know you can gather records with a certain field value that is either in a list or not in a list. For example, you could add a condition for Fam.ID_Number is in list 1,3,6,18, and the selection would gather family records where the ID is 1, 3, 6, or 18. This requires you to enter the list in the condition, which is fine for a short list, like in our example. But what if you have a long list or a list that you pulled from outside of PDS? Now, in your condition, you can point to a CSV file to search inside of.
Let's say you have a CSV with 300 lines of family IDs, and you want to run the Family Listing report for only these families.
Instead of typing out all 300 IDs in the condition, you can enter "<" and the file path of the CSV file.
When you run the report using this condition, it only prints the families whose IDs are listed in the CSV file.
What about CSV files with multiple columns? In that case, you just need to specify the column to search.
So if the family ID is in the third column, your condition would include the file name, a comma, and the column number.
For more information, see the "Additional Selections" section on Report Selections. Remember, you can also use Additional Selections in quick postings and some processes.
In the Clean Up Data process, we added a way to create head and spouse records for families with no members, and a way to migrate phone and email types to the correct family members.
For any families identified as having no members, you can click Add Head & Spouse. The process looks at the family name to determine who the head and spouse are; i.e., Last,First (Spouse),Title,Suffix – where First is the head and Spouse is the spouse. If the Title suggests a gender, then the gender is also added to the new member record(s).
- For example, you have a family record with the name "Smith,John(Amy),M/M,Sr.". The process creates a head member record for Mr. John Smith, Sr. and a spouse member record for Mrs. Amy Smith.
When cleaning up phone types and email types, you can click Assign Member Phones or Assign Member Emails. The process looks at each phone/email type to determine if there's any relation to a certain member, and if so, assigns it to that member. You can print a report of these changes once it finishes.
- Types with "Head" or "H" in the description are assigned to the record for the head of household.
- Types with "Spouse" or "S" are assigned to the spouse's record.
- "Husband", "Husband's", "Dad", "Dad's", "Father", "Father's", or "His" are assigned to the head or spouse marked as Male.
- "Wife", "Wife's", "Mom", "Mom's", "Mother", "Mother's", or "Her" are assigned to the head or spouse marked as Female.
- The first word in each type is checked for a person's name. If the member's first name matches exactly, the phone or email is assigned to them. (Note that this doesn't match nicknames or double names, such as "Bob"/"Robert" or "Mary Ellen"/"Mary".)
Sometimes, you may need to enter contributions on behalf of your parishioners, whether over the phone or in person. Doing so increases the scope of your parish's PCI responsibility. To maintain PCI compliance, you must complete and retain an authorization form for each of these payments.
We have helpful resources available for you to learn more and download the authorization form. For your convenience, we added a link to the resources in your program. In the Tuition & Fees window, click Rates/History/Keywds, and you'll see the link under the grid for "Understand your PCI responsibility for contributions entered on someone's behalf".
- When emailing student reports and sorting by Class/Session Name, the last selected catechist appeared to be assigned to all classes.
- Some newly-added program users were receiving a warning message related to their access privileges after clicking a window they had view-only rights to.
- When searching by Family ID with the Auto Detect option selected, the first letter you entered was being duplicated in the search bar.
- If you clicked the Quick Emails/Text Msgs link for personnel, a message incorrectly told you that the record did not have an email address even when it was present.
- When posting eGiving using Vanco - Auto Connect, if you cleared an entry to post, the total amount changed to zero and the selected transactions were not being sent to Vanco for processing.