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PDS DioOffice 10 Release 7-28-20


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We recommend upgrading to PDS DioOffice 10.0A, released for desktop 7-28-20 and OnDemand 8-6-20, which offers the following enhancements.




New Features

Public and Private Reminders

We added a list of custom reminders that displays when you open PDS. If you have users set up in the program, you'll see two kinds of reminders: Public (displays to every program user) and Private (only displays to the user who added it).

Useful Information

Public reminders can be password-protected so that only those with access can add, edit, and delete them.

If you don't have users set up, you'll just see the Public Reminders tab, and all program users will be able to view and edit them.

In the Reminders dialog box, click Manage Reminders to add, edit, or delete. For each reminder, you can set a name and description, a date to display in the program, and a first and last day. Once you're finished with a reminder, select the Completed checkbox. You'll see "Completed" next to the reminder until the last day of the reminder; then, it's removed from the list. The reminder will also be removed from the list one month after the "Last Day" you set.

You can also click Show Reminders on the Home Screen to view your list at any time. For details on setting up reminders, see Public and Private Reminders.

Overviews at a Glance

We created new Overview windows for diocesan offices/depts/orgs, groups/businesses, parishes/facilities, families, members/constituents, and personnel. These overviews display the most important information about the record you're viewing. We also moved the information from the Recap windows to the overviews. That way, you can get a quick, at-a-glance understanding of the parish, family, person, or record.

You can click any of the overview information to view or edit it. Plus, there are shortcuts to other windows or actions. For example, on the Family Overview, you can:

  • Click the address to go to the area where you can edit it.
  • Click a family member's name to go to their record.
  • Click a fund to go to that record.
  • Click the email icon to send an email to the family.

Click Print at the top to get a PDF of all the Overview information. You can also right-click on the left or right side of the screen to copy a column of information to your computer's clipboard. From there, you can paste the information into a document or spreadsheet.

If you decide you don't want the Overview to be the first window you see, you can switch it with the next window in the navigation menu. On the Quick Access Toolbar at the top, click the My Settings icon , click the Other Screen tab, and clear the option Show Overview as First Screen.

Customization Settings

 Speaking of My Settings, we rearranged some of the program customization options for a more comprehensible experience.

Click the My Settings icon  to see the new tabs with options that affect all screens throughout your program, options to configure your Home Screen, and options on other screens. Right now, the last tab only includes an option for the overviews, but we plan to expand on this in the future.

Digital Subscriber

Now, you can track digital subscriptions for families just like you do with paper subscriptions. If applicable, you can include the expiration or cancellation date.

   

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Improved Features

Fresh, Clean Look

One difference you'll notice right away is the improved look of the program. With the default color scheme, we display fewer lines and a white background for a cleaner, more modern look.

Family Mailing Names and Salutations

Our friend Rich was right, it's not 1952! We improved family labels to fit the modern world. You can change the calculated family names to reflect both spouses. In the Initial Setup window, select Use Both First Names in Name Formats if No Family Title. If selected, you'll see "Steve & Suzie Smith" instead of only "Steve Smith" for the mailing name and formal salutation.

Increase Pledge to Match Payments

When setting up funds, you can select to increase pledges to match payments. So, for example, if the total of all a family's payments exceeds the amount that they pledged, then the total pledged is automatically adjusted to account for those extra payments.

This only affects the totals on the Overview windows. The actual rate remains the same so you know what the original pledge was. You will not see this change in reports since you've always been able to choose how to print overpayments. For more on this option, see Add a Fund.

Repeat Comments in Payment/Donation Posting

Similar to repeating things like fund number and other information from the previous entry, you can now select to repeat comments in Payment/Donation Entry.

Add or Search for Families in Payment/Donation Entry

When posting payments, you might enter a family name that isn't found in your data or is inactive. Now, you have the option to add the family or use the Advanced Search feature. Click Add New Family to select a family whose record was previously deleted or to add a new family record. Click Advanced Search to locate a family based on criteria like partial name, address, phone, or email.

Note that you'll be prompted if you've selected one of the filters in the Families section of the program. Also, if the family you want is inactive and you're only posting to active records, you're prompted to make the family active. Click Yes to mark the record as active and post to that family. Or, click No to keep the record inactive but post to that family anyway.

Phones/Emails Listed in Quick Postings

Phone numbers and email addresses now display for donors in the Payment/Donation Entry, eGiving, and Pledge Card Entry quick postings. This gives you another way to confirm that you have the correct person.

Active/Inactive Filter

We moved the Active, Inactive, and Both (active and inactive) options outside of the filter and onto the ribbon bar. This way, you can quickly switch between the statuses and see at-a-glance which records you're viewing.

Once you select a filter option, you'll only see the filtered records as you navigate through the program. You can still click the filter icon to apply additional options and clear the filter.

List of Families by Parish Envelope

When searching by Parish Envelope, you'll now see a list of all families with that ID instead of just the first family. From there, you can select the family to view.

Raiser's Edge Second ID

The Raiser's Edge Export now has an option to include second IDs for families.

Increased ID Size Limits

We increased the size of family, member, and personnel ID fields to 12 characters.

Customize and Arrange Your Home Screen

You've always been able to customize and arrange the items on your Home Screen-- that is, the first window you see when you open PDS. We added a button to help you get there quicker! Just click the gear icon  at the bottom-right of the Home Screen.

For steps and information on customizing these options, see The Home Screen.

Ministry/Talent Date Validation

We added a message that informs you if you entered a ministry or talent end date that comes before the start date.

Connect with Support

We added a shortcut so you can quickly connect when working with Support. When instructed by your Support Representative, click the icon at the top-right of your PDS program. This opens the secure LogMeIn website in your browser. You can still access this option via the File menu under PCP Support as well.


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New and Improved Report Features

Adding New Reports

When you add or copy a report, you'll notice a new window where you can enter a report name and description. It defaults to the report type and the date, but you can name it anything that makes sense to you. Also choose where to save your report – at the end of the list, in a predefined section, or you can create your own section!

If your program requires user names, you can also select the level of access others have to your report. The report name defaults to include your user name as well.

    

Most Recently Used Reports

We added a section at the top of each group that shows the last five reports you opened. You can right-click a report to remove it from the list.

Giving Method Report

We created a report that shows statistics around contributors' giving methods as well as online gifts versus others. You can see the total paid and average paid amounts for each method. You can include families, parishes & facilities, diocesan offices, departments, & organizations, and/or groups & businesses.

Under Financial listing reports, click Giving Method Report.

Fields for Activity Totals

We added a new set of fields you can use in financial reports to select amounts from specific activities. See the list under Fund Totals > Activity Totals.

Find Fields and View Details

We reorganized the fields in reports and additional selections so they're easier to locate. You'll notice a few new sections where we grouped related fields.

 There's a new Find button at the top of the list of fields to print and additional selections. Use this to locate a particular field, especially when you're not sure which section the field is under.

 In previous versions, you could right-click a field in reports or additional selections to see its details, but not everyone knew that. To make the field details more accessible, we added an information icon that you can click. You can still right-click to see this information, if you prefer.

Faster Reports

If you're working with a lot of data, you may notice reports load faster.


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