11.3B Release

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

PDS Church Office 11.3B, releasing for desktop and OnDemand 3-3-26, offers the following enhancements.

New and Improved Features

Lifetime Giving Fields

We added several new fields that you can use to see lifetime giving. There's a Fund # Lifetime field for each fund you have set up, which shows the total amount a family paid toward that specific fund, as well as a Lifetime Giving field that shows the total for all funds. These totals are not affected by fund dates or list of funds. You can use the fields in reports, for additional selections, and on the listing screen.
Here are examples of the setup and results using the new fields:

Report Additional Selections Listing Screen

Change Batch Number

You can now change the batch number during the Move Fund Entries process. Select whether to assign a new batch number, assign the next number to the entire batch, or split the batch and assign the next batch number to the entries you selected.
Tip: Remember, you can also change the batch number in the View Batches process using the Change All button.

Importing Blank Data

Now, there's an option to clear existing data in PDS when your import file has a blank value for that field. In the family and member import processes, select the Advanced Options/Update Existing Information checkbox, and select one of the Update... options. Then, you can choose what to do with blank values in your import file. If you select Do no affect existing data, the process will work the same as it always has. If you select Clear existing values, the process will clear out any existing values for records that have a blank in the import file. For step-by-step instructions, see Import Family Information and Import Member Information.

Improved Data Cleanup

We added two new options in the Members section of the Clean Up Data process. Now, you can see how many members have a sacrament of "Deceased", "Death", or "Memorial" but are not marked as deceased on their record.
You can also see which members have duplicate sacraments, then merge the duplicates if needed.

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

An error displayed when viewing Monthly Totals on the Payment Summary by Activity tab of the Fund Summary.

Report	Additional Selections	Listing Screen