11.2H Release

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

PDS Formation Office 11.2H, released for desktop 10-29-25 and OnDemand 10-30-25, offers the following enhancements.

New and Improved Features

Matching in Online Registration

We improved how matching works for submitted online registration forms. Now, if a member is matched and you click Find a Member to select a different family member, the previous match can be cleared out. That way, any incorrect information is not retained when you select a different family member.

Record Selections

When selecting families, students, or personnel to include in your report, it's easier to find who you're looking for. On the Selections tab, after you select to Include ANY of the following [records], you can filter the list to Show Active, Show Inactive, or Show Both. You can also click the column header to sort the list by name or ID number, where applicable.

Tip: We also have a new PDS Reports Guide! This resource walks you through each step of the reporting process and provides helpful tips and troubleshooting. There are relevant videos sprinkled in for extra help. Be sure to check it out!

Improved Data Cleanup

We added a way to identify deceased members who have a member type of "Head" or "Spouse". If needed, you can change their type to "Other" with the click of a button!
When you combine user keyword lists, the process will now resolve any duplicates in the resulting list. That way, you don't have to run the process again to delete the duplicate keywords caused by the merge.
You may have phone numbers marked as "Home" on family and member records. Now, in the cleanup process, you can move these so they only show on the family record, and move any other phone types to the member record. Likewise, you may have email addresses marked as "Primary" on family records. You can move these so they only show on member records.

Phone Types Email Types
These options are especially helpful if you plan to migrate your data. If you'd rather keep phone numbers and email addresses on the current records, make sure to clear the checkbox before you update the types. For more information, see Clean Up Your Data.

Enhancement Requests

Do you have a suggestion for improving PDS? You can submit an Enhancement Request to share your idea! On the File menu in your PDS program, click Request an Enhancement. This opens the Enhancement Request form in your web browser, and after you fill it out, our team will review your suggestion to determine if it's feasible and useful for a majority of our customers.
As usual, keep an eye on release notes to see which enhancements we were able to complete in each update.

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

If you used approximate dates, an error displayed when importing families. We've modified the export process to account for approximate dates so that the import process accepts them.
We made a few corrections in the registration process. Now, when you review new forms, any information that doesn't match shows in blue text, and once you select the information to keep, it turns to green text and the checkbox for the unmatched information is cleared.