Customize to fit your unique needs

• Style transformation tables and address definition options provide translation formats from Church Office for names and addresses.
• You may define prefix and suffix styles for transformation for more control over Raiser’s Edge database format. For example, change every instance of Mister in the name to the prefix Mr. Select address types, mailing names, and formal and informal salutations to properly translate addresses between Church Office and The Raiser’s Edge.
• Select phone types and choose to upload phone numbers.

Synchronize with Parishes

• Head of family and spouse name, address, e-mail, and phone number information is synchronized with The Raiser’s Edge.
• When a new church is synchronized to an existing constituent, new addresses are created for that church only. Existing addresses are not modified in any way.
• Duplicates are matched based on the criteria setup in The Raiser’s Edge. The Development Connection presents possible matches and duplicates for review prior to updating data.

Upload Phone Numbers

• Church Office allows for unlimited phone numbers and phone types. The Development Connection includes an option to upload these phone numbers into the constituent record.
• Phone numbers will be added in the priority order as listed in PDS Church Office to the extent allowed by The Raiser’s Edge.

Merge Constituent Records

• Use this function after you have merged constituent records in The Raiser’s Edge. This allows the merged record to maintain ts synchronization with Church Office and other programs using the DioOffice Server.

Manage Changes

• Changes to data are presented in review windows prior to any upload or download of information. You always have a choice to accept, ignore, or reject the changed data.
• There is a feature to let you enter follow-up remarks with the constituent record in Development Connection. The follow-up remarks are kept within the constituent record as a reminder for any action that you would like to perform on the data. Data in the process of synchronization cannot be acted upon until it is resident in the database.
• Families who are no longer connected to a church can be managed as inactive.

Part of PDS Development and Communications Solution™

The Development Connection is part of the PDS Development and Communications Solution. This enables dioceses to synchronize family information with parishes and schools so you can focus on  fundraising, stewardship, and communication efforts.

• DioOffice and DioOffice Server, along with Development Connection, are part of the PDS Development and Communications Solution™. This solution includes a combination of products and services that enable dioceses to synchronize family information with parishes and schools to focus efforts on fundraising, stewardship, and  communication.
• PDS Diocesan Services help you to get your diocesan staff and parish staffs trained and ready to use the applications. Service consultants can help you implement the solution across the diocese and associated parishes.

All PDS software solutions come with comprehensive support and training options, including:

• FREE 90-day enrollment into our Preferred Client Program which provides unlimited telephone and email support, 24/7 access to the Online Knowledge Base, free software upgrades, plus much more.
• Comprehensive, context-sensitive Help documents accessible with F1 Key.
• Access to a variety of training formats including self-paced online videos, customized training online or at your facility, and an annual conference.