11.1F Release
If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.
PDS Church Office 11.1F, released for desktop 7-9-24 and OnDemand 7-11-24, offers the following enhancements.
New and Improved Features
Add Members When Editing a Family
- Now, when editing a family name, you can add a head and/or spouse. If those member records don't exist yet, you can start entering the name, and you'll see the same options as when you're adding a family. Select Automatically Add this Member and save the record to create the new member.
Change All Payments in a Batch
- We made it easier to change information (like activity name or date) for a group of payments in a batch. In the View Batches process, select your batch, and click Modify Batch. If needed, use the Filter/Search to display the list of payments you want to change. Click Change All, select the information you want to change, and enter the new information. When you're finished, you can post your changes and choose whether to leave an audit trail.
Filter the List of History Entries
- You can now filter the list of fund history entries in the Contributions window. This is useful if your list is still long after entering the fund information you're looking for. Filter the list by name, ID/envelope number, or second ID, as well as additional fund information.
Test Your Vanco Connection
- If Vanco is your eGiving provider, you are now able to test your connection to ensure your credentials are correct. In eGiving Setup, select the line for the account you want to test, and click Test Connection. A message tells you whether the credentials worked or not.
Family Address Export
- The Family Address Export report now exports all parts of the family name, including the last names, first names, titles, and suffixes for the head and spouse.
Improved Data Cleanup
- In the Clean Up Data process, you can now see how many members have a different last name than their family. The number and list reflect manual changes that may have been made in your data. To clean it up and see the actual number, click Recalculate Flags.
Formation Personnel Field
- There's a new field called Formation Personnel that you can use in personnel reports, selections, and listing screens. In the List of Fields, it's under . It shows Yes or No to indicate whether the person is visible in PDS Formation Office.
Corrections
We fixed issues that were reported internally to our team, as well as the following issues that affected some of our customers:
- When checking online registrations, a family was not being matched if the person who identified themself as the head of household was actually set as a Spouse, Adult, or Other on their PDS record. Now, the family is matched if any member with the Type "Head", "Spouse", "Adult", or "Other" is found.