11.3D Release
If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.
PDS Church Office 11.3D, released for desktop 5-19-26 and OnDemand 5-21-26, offers the following enhancements.
New and Improved Features
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You can now promote members marked as Young Adult during the Grade Promotion process! There's a new option for Promote members with type of Young Adult. So, you can promote just children, just young adults, or both at the same time.
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If you choose to promote young adults, you'll see a new column in the grid for Change Type to Adult. This is useful for people graduating college. In the promotion list, you can select the new grade levels and update the Member Type.
- Now, you can post general remarks, confidential remarks, and/or special circumstances to member records. You can choose whether to add new remarks to the existing ones or replace all existing remarks with a new one. For steps, see Post Member Remarks.
- There's a new process to help remove old letters, calls, visits, and other contact with families, members, or personnel from the Letters, Visits, Etc windows. Start by entering a date range, then you can narrow down the list of people to include. Once the list is built, you can review the entries to be deleted. For steps, see Delete Old Family Interactions, Delete Old Member Interactions, or Delete Old Personnel Interactions.
- When you post payments and donations, there's a new option called Post Envelope User. If you select this, a column for Env. User displays during the quick posting. After you enter an ID or name, the checkbox in the grid updates to match what is on the family record. So, if the Envelope User checkbox is selected on the family record, it shows as selected in the quick posting; otherwise, it shows as cleared.
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This is helpful for seeing whether the checkbox is selected without having to go to each family's record. If a family should be marked as an envelope user, you can select the checkbox. Likewise, you can clear the checkbox if the family should not be marked as an envelope user. Any changes made in the grid are reflected on family records when you finish posting.
- In the Payment/Donation Entry quick posting, you are now alerted if the amount you're posting will cause an overpayment. The program uses a family's rates to determine if the payment you enter is higher than the remaining balance. So, for example, the alert would not display if the family has fees due, and they "overpay" but it covers the fees. That said, this alert should help you in most overpayment scenarios!
- For the Weekly Breakdown by Amount Categories report, we made the Breakdown Options window easier to use. The dollar ranges now match more closely with what you see in the final report.
- As you enter the high dollar value, the low dollar value for the next range updates. This way, you can set up the ranges you want—exactly how you will see them in the report.
- We updated the way sacramental certificates pull information for a member who is not a head or spouse in the family. Previously, the Father and Mother lines on certificates only printed if the Father and Mother fields were entered in the member's Sacraments window on the General Information tab. Now, if those fields are not entered, the program will try to detect the father's name and/or mother's name from the family record or head/spouse records. If that information is found, the names will print on the certificate.
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This change applies to most of the certificates for baptism, confirmation, first communion, first confession, and OCIA. Note, however, if you run certificate reports from the Sacramental Register and the record is not linked to a member, the names cannot be detected and the Father and Mother lines will only print if their names are entered on the SR record.
- From the Dashboard, you can now hover over a data point on a graph to see its value.