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8.0D Release 12-15-16

 

To get the latest version, go to the File menu in your program and click Check for Program Update. Or, just click Download Now.

 

We recommend updating to Formation Office 8.0D, which offers the following enhancements.


New Features

Personnel Report Fields

We added phone number and email address fields for personnel reports. Now you can create reports using these fields like you can for members.

 

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Improved Features

EMM Trays in EZ-Mail

We modified the EZ-Mail process to support EMM letter trays. In Step 1, select the type of trays you need.

We updated the postage statement so the information prints correctly on the form.

Import Acceptiva Batches

If you use Acceptiva to process transactions, you can now import your batches into PDS. For more information and steps on importing, see Post eGiving.

More Control for Changing Case

We overhauled the Change Case of All Information process to give you more control over what gets changed. Now, you can select which names, addresses, and other fields are changed to uppercase or upper and lowercase.

For more information and steps, see Change the Case of Information.

Pull In Vanco Family Email Addresses

You can now import family email addresses into PDS from Vanco. In the eGiving quick posting, use the transfer type Vanco–Auto Connect and select Import Email from Vanco.

Canadian SIN in Reports

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.

Match Pledges with Payments

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.

Match EZ-Mail Mailing and Report Dates

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.

 

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Back-End IT Changes

  • We increased the number of columns you can have in import files.

 

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Corrections

We fixed the following issues that affected some of our clients.

  • In OnDemand, the signature on the Canadian tax receipts was printing with a black background.
  • An access violation displayed after running a report then editing members or sacraments.
  • If you clicked a pinned or recent parent/guardian in the student search, the record did not display.
  • When adding a new family for eGiving, part of the routing number was left out if you used Canadian ACH.
  • In listing windows, if you double-clicked to see field view, the list option was still selected.
  • When exporting to an Excel spreadsheet without headers and footers, duplicate entries sometimes displayed.

 

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