Enhancements/Corrections Included in Version 5.0

Quick Postings and EFT Processes

  • Added a new process to Quick Postings for pledge cards.
  • Added a new one-time process for EFT payments when you use QuanComm for a processor.
  • Corrected problem in which Fund ID and Billing Period disappeared when clicking on keyword field.
  • Corrected a problem that occurred with Quick Postings for geographical areas. The values posted correctly, but they did not print correctly.
  • Added a check for duplicate bank account and credit card numbers as list is being compiled.
  • Program no longer stops processing on each expired credit card. Instead, it allows a printout of a list later.
  • Program now sends QuanComm the family ID number instead of the internal record number, giving QuanComm the ability to display those ID numbers on their Web site.
  • Added new payment type of Initial Payment that acts as both a charge and a payment. Also added a new payment type of Write-Off.
  • Corrected problem that kept Screen Changed date from being updated by some Quick Post processes.
  • Corrected problem in which a rate change with a "take effect" date before the current date did not reflect the new rate on the monthly total window.
  • Corrected problem in which the Check Status of a Batch procedure added a second line on the History and Keywords window for a second payment instead of modifying the existing line.
  • Corrected problem in which quick post process allowed posting to funds with no activities. The program now displays a message informing the user that "This fund has no activities set up."
  • Corrected problem in which using Tuition Management Service for EFT processing did not handle reversals correctly.
  • Corrected problem in automatic quick posting. When families were added to the posting list, the program repeated the name of the last family in the list instead of showing the added families.
  • Corrected problem in which using the Check Status of a Batch feature was not reporting all errors in QuanComm EFT processing.
  • Quick Post processes enhanced with ability to save selections.

Reports

  • Combined the Stewardship Reports Library to the main list of reports.
  • Added member name and age information to the Family Date Registered report.
  • Modified reports to work correctly with Financial Activity type of Initial Payment.
  • Added enhanced help for reports section.
  • Added a separate set of Label/Envelope reports that print in upper and lower-case to the current upper-case Bulk Mailing labels.
  • Changed reports so the Report Optimizer check box is now selected by default. This causes the reports process to run faster.
  • Added additional Fam Blank fields to allow additional blank columns on reports.
  • Added warning to assist in correct use of "IS Ever Any" subgroup.
  • Added ability to print "average donation" (the grand total paid, divided by 52 weeks).
  • Added field to identify families whose credit cards will expire within a specified number of days.
  • Corrected problem in which quid pro quo activities caused the amount contributed to be printed twice on End of Year Donor report.
  • Corrected problem which allowed unlisted phone numbers to be printed on reports.
  • Corrected problem in which total pledged did not include charges added in History window.
  • Corrected a problem that occurred when users entered two members of the same family with different last names in the Fam. Members Full Name field. The names did not print correctly.

Users & Passwords

  • Corrected a problem that occurred if users had view-only access to the Users & Passwords window. The user could not change passwords. The program saved the user accounts with no passwords.
  • Deleted ability for user with no password access to a tab to see the tab.

Fund Setup

  • Corrected an error that reported "Unused Activities" after a transfer of activities.
  • Corrected a problem with the Delete/OK button in the Delete Fund Period window. If you selected Mark All in the Delete Fund Period window, the Delete/OK button did not display.
  • Corrected problem that caused program to lock up when consolidating multi-year funds into yearly totals.

Families

  • Corrected the text in the Add Family window. The program stated that information was not available in the Church Office program, but it might be available in School Office or Formation Office. This occurred even if the programs did not share data.
  • Corrected problem in which Quick Lookup did not locate member phone numbers.
  • Incorporated an additional payment selection called Write-Off, available in the fund windows.

Processes

  • Corrected a problem that occurred when running the Compare Parish Data to Diocese Data Mailing List process. The Diocese column on the report did not include ZIP codes while the Parish column did.

System Processes

  • Corrected an access violation error that occurred when processing the CAS export file.
  • Corrected a problem that occurred when you selected the Save Order when Exit Program option in Initial Setup. Incorrect family members displayed for families with no members when you clicked Members/Students.
  • Added option that allows churches to see second ID numbers but not change them.

Keywords

  • Deleted ability for view-only users with access to keywords to add new words to keyword lists.

Online Resources

  • Added WebEx with Support option, allowing users to set up WebEx sessions with support representative.
  • Added Show Web News option to update users with latest PDS community information.

Members

  • Changed terms "Birth Mother" and "Birth Father" to "Mother" and "Father" in Sacrament window.
  • Corrected problem that caused member type and gender to fill in automatically when a member was added to an existing family.
  • Added Print Label button to Sacrament Places window (System Processes > Sacrament Place Names and Addresses) to print label or envelope.

Other

  • Added a stewardship guide, accessible from the Help menu.
  • Added ability for users with view-only privileges to send e-mails from within the program.