11.1E Release

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

PDS Formation Office 11.1E, released for desktop and OnDemand 5-23-24, offers the following enhancements.

New and Improved Features

Option to Require Adult Registration

Do you require an adult member of a family to register when they register a student? Now, you can make sure an adult enters their information before submitting a form!
When creating your registration form, select Require Adult Registration. You might also include a sentence or two in the form's instructions to let registrants know that at least one adult is needed to submit the form.
Then, when people register, if they don't include at least one adult (that is, a person who has a Type of either Head of Household, Spouse, Adult, or Other selected), they'll see a message. They can go back and add the information.

Import Multiple Funds

Using the Import Fund Information process, you can now import more than one fund at a time! After you select your import file, select the new option on the Key/ID Number tab called The Fund Number is in a Column in the Import File. Then, on the next tab, you can indicate which column contains the fund number.

Export a Batch

Have you ever been viewing a batch and thought, I need to export this? Now, you can! In the View Batches process, there's a new button for Export Batch. It creates the applicable CSV files with all of the information from the selected batch. If there are payments/fees, that information is saved in "PaymentsBatch<number>Export.csv". If there are terms/rates, that information is saved in "PledgesBatch<number>Export.csv". You can choose where to save these files and rename them if needed.
This is handy if you need to move a batch between two data locations. Remember, to import a batch into PDS, use the Import Fund process for payments and the Import Pledge process for pledge information.

More Family Info when Searching

You can more easily distinguish between similar names when searching for families. Search drop-down lists now show addresses along with the names and IDs.

Partial Name Search in Quick Postings

You can now search using a partial name inside of quick postings. In the name drop-down list, click the magnifying glass and select Family or Member Partial Name. Then, enter part of the name and press Enter. If results are found, you can select a record from the list.

Order of Ministries

You can set the order of ministries in the grid. When you're looking at anyone's Ministries/Talents window, there's a new option called Order Ministries by. You can sort ministries in the order that you entered them, by start date, or by end date. The choice you make here applies to all records.

Gift Date or Deposit Date in Online Giving Report

We improved the new Online Giving by Date report so you can more easily reconcile your batch entries with the deposits at the bank. Now, the deposit date is stored in the fund's Comment field, and you can select to print either the Fund History Date or the Abundant Deposit Date.
Whichever you choose, note that the report uses the Fund History Date to determine which transactions to include, so you may see some dates outside of your selected range if you print the Deposit Date.
In addition, when you run the eGiving quick posting, you can select which date to use if you print the Deposit List.

We fixed issues that were reported internally to our team, as well as the following issue that affected some of our customers:

The back page of the Baptism Certificate was not always printing the Confirmation Name. Now, it prints from both the Member and Sacramental Register Certificate reports.