We recommend updating to DioOffice 8.0D, which offers the following enhancements.
For clergy and religious, you can now enter a legal name that is different from the name that displays on the record.
For example, before "Sister Mary Catherine" became a nun, she was "Catherine Suzanne Adams". You can show her religious name but keep her legal name on record. That way, you can search by either name to find the record.
Click Private/Spouse on the left, and enter the legal name on the Private tab.
Step 1, select the type of trays you need.We modified the EZ-Mail process to support EMM letter trays. In
We updated the postage statement so the information prints correctly on the form.
eGiving quick posting, use the transfer type Vanco–Auto Connect and select Import Email from Vanco.You can now import family email addresses into PDS from Vanco. In the
Last month, we changed the format and label of the Social Insurance Number (SIN) for our Canadian clients (based on the Zip Code entered in your license window).
To top this off, we updated all references to the American term in reports with the Canadian SIN.
Sometimes people contribute more than they pledged. On reports, you may want to increase the pledge amount to match the total paid so they show the same amount. We added an option in the Print Overpayments As drop-down list to do that.
Previously when printing mailing labels with an EZ-Mail sort, you received a message if the mailing date was different from the report date. You then had to go back a few steps and manually edit the report date.
Now, the program checks for you and provides an easy way to change the report date to match the mailing date.
We added a Greek Orthodox check box in the DioOffice setup wizard. If selected, you can access options related to Greek Orthodox Metropolises.
With the Greek Orthodox installation, a new, empty database is created. We changed all references to "diocese" to "metropolis" to better fit your needs, including reports. We will continue to improve your Orthodox experience in future releases.
You can turn this feature off at any time by clearing the check box on the Initial Setup window.
Clergy and Religious Status/Ordination window, we added new tabs for tracking Offikion and Episcopacy information. These include fields for title, date, metropolis, parish, location, and bestowing hierarch.On the
On the Spouse tab of the clergy's Private/Spouse window, we added the field Spouse Birth Place.
We fixed the following issues that affected some of our clients.