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8.0E Release 2-20-17

 

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 8.0E, which offers the following enhancements.


New Features

Postal Changes Effective January 22, 2017

The US Postal Service made the following changes:

  • Changed Standard Mail wording to Marketing Mail
  • Changed the layout on postage statements and forms
  • Changed prices for First Class stamps, and First Class and Marketing Mail
  • Updated weight limit for piece pricing of Marketing Mail Letters and Flats
  • Combined 3-digit and AADC sorting
  • Changed FSS Scheme

For more on these changes, see the USPS Overview of Key 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.

Online Data Security Update

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.

For more information on what this means for you, see our official notice for the Security Update for Our API Consumers.

Mark Student Attendance Online

Catechists can now mark class attendance on their mobile device or computer using our new web application.

Once catechists mark attendance, you'll get a notification. You can then accept or reject their changes in PDS.

You need to do a few things before catechists can use the app.

  1. Update to version 8.0E.
  2. Set up login credentials for catechists.
  3. Upload class data to the app.

For instructions on using the web app, see Student Attendance Web App.

View and Print Changes and Deletions

We added two new options in the User Log. If you selected Ask for Reason on Significant Changes in the Initial Setup window, you can view and print lists of changed items or deleted items.

This selection and any applied filters are reflected when you click Log Report. So you can print a report of only changed items or only deleted items. This is helpful if you have to send these to your diocese regularly.

Log Members Marked Deceased

If you log significant changes, now you'll see an entry when a user marks a member as deceased.

Print Possible Duplicates

When adding a family, you can see a list of possible matches to existing families. Now you can print that list.

We also added filters for better viewing. You can see all matches, those matching families visible in your program, those not visible in your program, or those in your database who aren't visible in any programs you use.

Warning for Insufficient Funds

If a family has had insufficient funds in the past, you now see a warning when posting payments/donations. This way, you can make sure the family has sufficient funds before posting so you aren't charged bank fees.

The family'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.

Copy Member Communication Info

In the Member Communication window, you can now copy the information from the bottom section to your clipboard. Then you can paste it wherever you need to.

Just click the information you want to copy, and click Yes when you're prompted to copy it.

Add a Record from a Payment Import File

You can now add new students "on the fly" while posting payments using FACTS or Vanco. This is helpful if a student transfers or starts late, and you receive the tuition payment before the student has a record to post to.

If a new student is found in your import file, you're prompted to add a record.

 

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Improved Features

Resize Vanco EFT Window

When you view EFT information, the Vanco webpage automatically resizes. Now, you can see all the information within the PDS window.

Import Middle Names

The Family Information import now includes the head and spouse middle names.

Check for Duplicates During Import

The Family Information import now checks for duplicate families in your current program and any programs you're sharing data with.

Edit Family Information During Posting

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.

Exclude Deleted Family IDs

When checking for available ID numbers, we added an option to exclude IDs of deleted families.

Select this if you don't want to see IDs that have become available again. If you want to reuse IDs, clear the option.

Requirement Descriptions

The Requirement Descriptions keyword list was under Personnel Keywords. We moved it to the General Keywords section since you can use these in other areas.

 

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Corrections

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

  • In Class Schedules, the default search by field was Family Name instead of Class Name.
  • The Member drop-down list was disabled after searching by class name, selecting a class, going to the class list, then double-clicking to go to a student record.
  • The signature box wasn't printing on the Canadian Tax Receipt reports in OnDemand.
  • When posting attendance for multiple dates, if the Class will Meet option was cleared for a date, attendance was not posted for dates after that.

 

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