We recommend updating to DioOffice 8.0E, which offers the following enhancements.
The US Postal Service made the following changes:
If you're on the latest version, you were prompted to download the latest postal forms on January 22. Otherwise, please update your program to get the changes.
After June 1, 2017, we will disable TLS 1.0 and upgrade to TLS 1.2. This affects all of our public APIs and online payment transactions. If you use those, you must update your operating systems and browsers and inform your congregants to upgrade as well.
log significant changes, now you'll see an entry when a user marks a member as deceased.If you
If a donor has had insufficient funds in the past, you now see a warning when posting payments/donations. This way, you can make sure the donor has sufficient funds before posting so you aren't charged bank fees.
The donor's name displays in pink if they have entries posted to Ignore type activities or have "ISF" or "Error" in the check number for the fund period.
You can now add new members "on the fly" while posting payments using FACTS or Vanco. This is helpful if a guest or new member gives money before you've had the chance to add a record for them.
If a new person is found in your import file, you're prompted to add a record.
In the Rates/History/Keywds window, you can now hover over the family name or ID number to see the complete information. This is helpful if you have a long name or ID that causes the information to be cut off.
When you view EFT information, the Vanco webpage automatically resizes. Now, you can see all the information within the PDS window.
Now you can make changes to phone numbers and emails when posting pledge cards or payments/donations. After you select the family, click Change Family Info in Pledge Card Entry or Change Fam Info/View Mems in Payment/Donation Entry.
Then click the tabs to view the members in that family and edit phone numbers and email addresses.
We added two reports that summarize information from a clergy or a religious personnel record. These reports are useful for preparing a service or publication.
The summaries include information about the person, their family, education, ordination and offikia, parishes they served, and history of loan or incardination.
You can find the Clergy Summary Report under Clergy listing reports, and the Religious Summary Report is under Religious listing reports.
We fixed the following issues that affected some of our clients.