PDS Church Office 9 Release 12-13-18

 

We recommend upgrading to PDS Church Office 9.0A, which offers the following enhancements.

 

Quick Links

 


New Features

View our help pages to learn more about creating an Abundant account, managing activities that donors give toward, and posting eGiving from Abundant.

Track Event Attendance with Badges

Now you can print badges that track event attendance. In the Event Attendance process, you can:

Delete Records Based on Giving

We created a process to delete or inactivate families who haven't given or pledged within a specified time period.

This also provides a way to pull an archived family back into your current data. For details and steps, see View Information from Archived Files.

Personnel Quick Postings

We added several new personnel quick postings. You can post keywords, pictures, background check information, and other requirements.

Activate/Inactivate and Delete Multiple Personnel Records

We created two new processes to activate/inactivate personnel and to delete a group of personnel at once.

Reorder Funds List

You can reorder your funds in the lists that display throughout the program. That way, you can see the funds you use most often at the top.

Personnel Keywords and Location

User keywords are now available for personnel records.

These options show up on the personnel's Primary Information window.

In the same window, we added a Location field.

Recalculate Names and Salutations

In the Change Names process, we added a new option to recalculate mailing names and salutations.

Fund Comments

Add any comments about a family's fund in the Rates/History/Keywds window.

We also added a new process you can use to add family phones/emails to member records.

 


PDS-6956
PDS-6380
PDS-6213
PDS-6589
PDS-6388
PDS-6309
PDS-6538, PDS-6559, PDS-6594, PDS-6712
PDS-6725
PDS-6299 / 6474
PDS-3302
PDS-6533
PDS-6539
PDS-6540 / 6585 and PDS-6730

These enhancements are not listed in release notes:

PDS-5408
PDS-6530




Improved Features

Improved Member Reassignment

When you reassign a member to an existing family and they're the last person on the record, you now have options to copy contact information from the old record.

Print Setup for All Funds

We updated the print function in the Fund Setup window so you can print for all funds.

Ministries and Talents on Online Forms

When creating an online registration form, you can now choose which ministry and talent statuses display.

Updated Canadian Receipt URL

To comply with the Canadian Revenue Agency's changes, the agency's name and website address now display at the bottom of the Canadian tax receipts.


PDS-5549
PDS-5959
PDS-6134
PDS-6242
PDS-6379
PDS-6397
PDS-6663
PDS-7013
PDS-7064

These enhancements are not listed in release notes:

PDS-6602
PDS-6449



 


New and Improved Reports


PDS-4965
PDS-6162
PDS-6288





We also fixed these bugs:

PDS-6230
PDS-6316
PDS-6453
PDS-6584
PDS-6595