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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 Formation Office 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

Certificados Españoles
  • Do you have Spanish-speaking families? Now, you can print certificates en español! In the Student Reports section, expand Certificates > Spanish Certificates.

    Report Preview of the Certificado de Bautismo

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 tuition & fees 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 it on an individual's Birth Info tab or on any sacrament record, and the birthplace automatically displays on their other records in the Sacramental Registers. These fields can be used in any Sacramental Register reports.

Invalid Sacraments
  • You may need to mark a sacrament record as invalid. We added an Invalid checkbox for each sacrament in the student's Sacrament window and in the Sacramental Registers. Also in the registers, the checkbox displays for each additional sacrament.

  • If you mark a sacrament invalid, then "(Invalid)" displays after the Sacrament Date or Celebrant anytime those fields show on the screen or print in reports.

    Student sacrament record showing the Invalid checkbox as well as the Baptism Register showing the Baptism Invalid checkbox on the entry record and the First Communion Invalid checkbox on the First Communion tab

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

Improved Data Cleanup
  • We continue improving the Clean Up Data process so you can keep your data sparkling like new! In the Families section, there is a new option to remove "unused" families. These are families where ANY of the following conditions are true:

    • There have been no payments or their last payment was more than 7 years ago.
    • None of the members have any ministries with an active status.
    • None of the members have a sacrament preparation class within the last 2 years.
    • No members have a Formation Enrollment date within the last 2 years.
    • No members have any Formation classes on their schedule.
    • No members have any attendance dates (regardless of the type) within the last 2 years.
  • In the Financial Information section, there is a new option to remove "unused" fund periods. These are fund periods that have been added to a family but have no pledges and no history entries.

  • The Financial Information section also shows how many fund periods have been created in the Fund Setup window where the ending date is 7 years ago or older. You can view this list of fund periods and, if needed, consolidate the totals.

  • All of these options have been added to the worksheets too, so you can plan ahead.
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.


We fixed an issue that was reported internally to our team, as well as the following issues that affected some of our customers:
  • Student Easy Lists were not saving changes you made to the columns.
  • The Student Complete Information Form was not printing certain information in the Parent/Guardian section.
  • If you clicked the Students button from an open parent/guardian record, a different record was displaying instead of that family's student.
  • Online registration forms were not being submitted or displaying in PDS if you included registration fees.