Formation Office V. 4.3C

Released 05/09/08

Families
• Corrected problem in which changing an ID/envelope number was not recorded in the user log file. (KBase Article 21361)

Processes
• Corrected problem in the Carry Forward Balances and Prepayments process. When “Yes” was selected for the option “If a family does not have a balance or prepayment should a new fund period be opened anyway?”, multiple fund periods were added to families who had balances or prepayments. (KBase Article 21404)

Parents/Guardians
• Corrected problem that caused a student with member type “Young Adult” to be added to the program as a Parent/Guardian. (KBase Article 21406)

Reports
• Corrected problem in which report information printed incorrectly for certain EFT fields. (KBase Article 21456)

Bulk Mail/CASS
• Updated EZ-Mail to use new postal rates.

Formation Office V. 4.3B

Released 03/19/08

Users and Passwords
• Corrected problem with funds marked for “All Access.” Message displayed “fund password maximum reached” before it actually was. (KBase Article 14914)

Quick Posting and EFT Processes
• Corrected problem in which the ID/Env total did not display or displayed incorrectly. (KBase Article 21082)
• Corrected problem in which the sacrament location was not posted when using the Dates process. (KBase Article 21255

Reports
• Corrected problem in which a name field erroneously displayed deceased members. (KBase Article 21222)

Bulk Mail/CASS
• Updated EZ Mail postal forms to match the current forms from the USPS. (KBase Article 21209)
• Corrected problem in which EZ Mail wrongly assigned some mail to the BMC discount category. (KBase Article 21280

Processes
• Corrected problems in the Enrollment process. These caused classes not to post to new students if the name of the class was entered instead of chosen from the drop-down list or if the class had a blank entry for the year/period. An additional problem occurred when moving from one student to another with a similar name; the process reverted to the first student’s name. (KBase Articles 21239 and 21256

Formation Office V. 4.3A

Released 02/18/08

Formation Office V. 4.2H

Released 01/22/08

System Processes
• Corrected problem in which the CASS import process did not update data. (Kbase Article 21049)

Formation Office V. 4.2G

Released 01/02/08

Users & Passwords
•  Corrected problem which allowed certain users without permissions to add families. (KBase Article 20925)

Formation Office V. 4.2F

Released 11/27/07

Reports
•  Corrected problem in which saved additional selections using Sacrament Place value did not work correctly. (Kbase Article 20746)

Formation Office V. 4.2E

Released 10/17/07

Formation Office V. 4.2 D

Released 9/17/07

Reports
• Added the ability to identify the approximate sacramental date on certificates.

Families
• Corrected problem with the PDS program placing the title in the First Name field if only a title and last name were entered. (Kbase Article 20506)

Formation Office V.4.2 C

Released 8/16/07

Reports
• Corrected problem with the Class/Sessions Enrollment Totals Report not totaling the Number Enrolled and Spaces Remaining columns correctly if the report is more than one page. Only the entries on the last page were being counted. (Kbase Article 20311)

Formation Office V. 4.2 B

Released 7/20/07

Quick Postings & EFT Processes
• Corrected problem with the report for User Defined Keywords quick posting process displaying the same information in the Old Value and New Value columns. (Kbase Article 20293)

Families
• Corrected problem with the City/State Keyword field not retaining changes made to it. (Kbase Article 20355)

Processes
• Corrected problem with the Remove/Advance process removing students who were not marked for removal. (Kbase Article 20352)
• Corrected problem with the Remove/Advance process locking up when selecting to remove inactive catechists. (Kbase Article 20310)

Formation Office V. 4.2 A

Released 6/18/07

Quick Postings and EFT Processes
• Added Smart Payment Solutions to the EFT interface.
• Added Faith Direct to the EFT interface.
• Added the ability to double-click a line in the 5/3 Bank EFT list to add an account number to a family.

System Processes
• Corrected problem with the EZ-Mail trays.

Families
• Corrected problem with Senor being changed to Sister in the Formal Salutation field. (Kbase Article 20192)

Reports
• Corrected problem in which the summary of the Family Information on the Delinquency Report was displaying or printing incorrect fund names. (Kbase Article 20199).
• Corrected problem that occurred when printing the Family Directory with or without pictures. If the member’s name was entered in all capital letters and the member’s last name was different from the last name listed for the family, the member name would print in all capital letters. (Kbase Article 19971)
• Corrected problem with the Full Page Confirmation Certificate not printing the Performed By name. (Kbase Article 20084)

Students
• Corrected problem in the Sacrament Information window where if the default place was selected, the place name would not display. (Kbase Article 19964)

Other
• Improved F1 help. To view a help topic related to the window you are currently viewing, press F1.
• Included visual enhancements to online help.

Formation Office V. 4.1 H

Released 5/14/07

System Processes
• Added the new EZ Mail postal rate changes.

Formation Office V. 4.1 G

Released 3/30/07

Processes
• Corrected problem in which Reassign Class Dates and Times created duplicate entries in the listing window when a class was added.

Reports
• Corrected problem in which all members displayed when Quick Lookup was used in the Student Selection window, causing the “No current Record” error message to display (Knowledge Base Article 19794).
• Corrected misspelling of the word Sponsor on the Family Registration and Abbreviated Registration forms (Knowledge Base Article 19941).

Other
• Corrected problem in which F1 help was not working in Microsoft® Windows Vista™ (Knowledge Base Article 19851).

Formation Office V. 4.1 F

Released 2/16/07

Reports
• Corrected problem in which the Statement of Weekly and Activity Totals report was not calculating amounts correctly.
• Changed the name of the Charitable Tax Report to Charitable Contributions Report.
• Added the Itemized End of Year Statement.

Class Schedules
• Corrected problem in which the Line Delete button was not accessible after removing catechists from the individual class schedules.

Families
• Corrected problem in which the colored arrow on the Alternate Address tab did not change when you changed the active date of the alternate address until after you have left and viewed the family again.
• Corrected problem in which the Save button was disabled on the Picture Remarks window if you accessed it after you had saved information in a different window.
• Corrected problem in which the titles for Members were incorrect when you selected S/S for the family title.

Backup and Restore
• Corrected problem in which the PDS program froze when attempting to restore data on a Vista Operating System.

Processes
• Corrected problem in which the Quick Add of Members was assigning new ID/Env numbers to families who already had an ID/Env number that was not being used.
• Corrected problem in which the Number of Entries in the Quick Add of Members report always printed zero.
• Corrected problem in which using the Quick Add process caused the wrong family to display if a family had been added but not all the members of the family. 

Quick Postings and EFT Processes
• Corrected problem in which the Fund Keyword 1 and Fund Keyword 2 were erased in Quick Posting of Terms and Rates if you reviewed the details of the family before posting the information.

Easy Lists
• Corrected problem when more than five User Keywords were set up. Some of them disappeared when viewing the User Keyword Easy List.

Formation Office V. 4.1 E

Released 1/17/07

Reports
• Corrected a problem in which the frequency was incorrect on the Statement with Recap of Activities report.
• Corrected a problem in which the date printed too high on the Student Attendance Sheet report.

Families
• Corrected a problem which caused the Active Only option in the View Listing window to change to Both Active and Inactive each time Quick Lookup was used.

Processes
• Corrected a problem in which duplicate fund periods were created when using the Move Fund process.
• Corrected a problem in which rates were added for inactive as well as active members when setting up new year funds.
• Corrected a problem in which the New Year process deleted old information.
• Corrected a problem in which the Catechist Exchange process did not move session information to the new record.

• Some reports were not printing Unlisted phone numbers in the manner asked for on the report wizard.
• Using an additional selection of Sac Place when a country had been entered for the sacrament place used in the selection was not finding the students using that sacrament place.
• The substantiation page of tax statements was sometimes printing Quid Pro Quo amounts twice.
• The Statement with Recap of Activities report was printing incorrect frequency information for the total if a Group Total was used for the group instead of using a Balance.
• The Student Grade Level Listing report and some other reports were using the student’s School Grade instead of the Formation Grade.

• When changing a family name, sometimes the program was not correctly changing the name of the Head.
• When using the Quick Lookup button to look for a phone number, the program was not finding the phone number if it belonged to a member rather than a family.
• The Quick Lookup command on the Family View Listing screen was always resetting the radio button to Active and Inactive.
• Marking a family Inactive by clicking on the Inactive checkbox was displaying an error.

• Using the Remove Rate button to delete a rate that had a Rate Change applied to it was not removing the System Rate change entries from the History screen.

• When adding a new member to an existing family, if you went to the Family Screen first, then added the member, the member type was defaulting to Head before the cursor went to that field.
• The password for the Parent/Guardian confidential remarks was not working correctly.
• When using a shared data set, the program was allowing you to reassign a member that was visible in one of the programs to a family that was not visible in that program. This caused strange results in that program where you could sometimes see the member, but could not access the family information. The program has been changed so that if the member will be reassigned to a family, that family will automatically be made visible in all programs where the member is visible.
• Changing the Birth Date for a member on the General Sacraments screen was not recalculating Day of Birth, Month of Birth or Year of Birth, so certificates were printing the original date before it was changed.

• Consolidating a multi-year fund into yearly totals sometimes was locking up.
• The wrong password was being checked for access to the Fund Setup screen. If the user had no access rights to the family fund screen it was not allowing access to the Fund Setup Screen.
• If the Program Access tab is displayed on the Fund Setup screen when you click on the Add Fund button, it was displaying an Access Violation error.
• When deleting a fund on the Fund Setup screen, if a Quick Posting of Payments batch had been saved to finish later which used the fund being delete, that information was not being removed from the posting batch.

• The rate information shown for verification purposes on the Quick Posting of Payments process screen was not reflecting rate changes.
• Clicking the Back button during the Quick Posting of Terms & Rates process while on the listing screen, then changing something could change the information on the wrong family.
• When using the Quick Posting of Terms & Rates process, clicking in the ID field sometimes blanked out other fields.

• When using the TMS transfer type in the EFT process, if a transaction had a code of 03 for returned, the program was including that transaction as a payment in the report totals. It now posts the transaction as an ignore type with a check number of EFT-ISF.
• Using the Check Status of a Batch process was reporting all transactions as being cleared.
• Using the Check Status of a Batch process, any time an EFT entry does not clear due to an error condition, the program now makes an entry with this information in the log file.
• Added the ability for the ParishPay file to have an additional Activity name as the last field in the file. The program now posts to the activity specified if one is present.
• We added a new transfer type for Faith Direct to the EFT process. To contact them:

• The Restore Data process now recognizes files with the church’s site number as part of the file name as valid PDS backup files to make it easier to restore backups made at the ACS office.
• If no e-mail address was entered for the church on the license screen and you chose to use the CASS Export process, but then clicked on Cancel, the program was locking up.

Formation Office V. 4.1 C

Released 9/15/06

Quick Postings and EFT Processes - Enhancement

• Added GFTS e-Giving to the list of companies that you can with Quick Postings and EFT Processes.
  
  

Class Schedules - Correction

• Corrected an error that included members not enrolled in a class in the Class List in the Class Schedules window.
  
  

Processes - Correction

• Corrected the Remove/Advance process. It saved the School grade instead of the Formation grade to student permanent records.
  
• 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 the ZIP codes, and the Parish column did include ZIP codes.
  

Reports - Correction

• Corrected a problem that occurred when users selected the Use in Monthly Breakdown and Recap option under Specify How to Print the Group . The months printed incorrectly on the Billing Statement.
  
• Corrected a problem that caused the Frequency of Contributions/Payments report to display the incorrect frequency. This occurred when you setup Terms & Rates for the fund on the Contributions record.
  
• Corrected a problem that occurred when the Summer Address was selected. The alternate address was not used if it was in the date range of the labels. 
  

Users & Passwords - Correction

• Corrected a problem that occurred if users had view-only access to the program. Users could not change their password. The program saved the user accounts with no passwords. 
  

Quick Postings & EFT Processes - Correction

• Corrected a problem that occurred when using Vanco for the Electronic Fund Transfer. If Vanco was selected for the EFT, the command buttons in the wizard did not function.
  
• Corrected a problem with the Quick Postings & EFT Processes that occurred when you changed the rate of the fund. An incorrect address change was recorded in the User’s Log.
  
• Corrected a problem that occurred with Quick Postings for Geographical Areas. The values posted correctly, but they did not print correctly. 
  

Fund Setup - Correction

• 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. 
  

Families - Correction

• Corrected the text in the Add Family window. The program stated that information was not available in the Formation Office program, but it might be available in Church Office or School Office. This occurred even if the programs did not share data. 
  

System Processes - Correction

• Corrected an access violation error that occurred when processing the CASS export file.
  
• Corrected a problem that occurred when you selected the Save Order when Exit Program option in Initial Setup. Incorrect family members would display for families with no members when you clicked Members/Students. 
  

Other - Correction

• 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.
  
• Corrected an error that occurred when the first contact on a list did not have a phone number listed, and the second contact had more than one phone number listed. The contact information in the student detail window did not match correctly.   

Formation Office V.1 B

Released 8/15/06

•   Reformatted Quarterly Statements to fit on ACS Technologies forms.

Report Optimizer - Corrections

• Corrected an error in Report Optimizer that occurred when you selected Fam Letters Date is equal to <date> or Fam Letters Type is equal to <type>. The error message FamTbl: No index for fields ‘Upper(ParaKey)’ no longer displays.

Restored Data - Corrections

• Corrected a problem that occurred when restoring data from an older version.

Keywords - Corrections

• Updated the keyword lists to display properly after you restore data.

Quick Postings Grid Fields - Corrections

• Repaired Quick Postings grids to maintain data when you use your mouse’s scroll wheel.

Letter to Those Pledging Report - Corrections

• Corrected totals in Letter to Those Pledging report to match totals in other reports.

EFT Balances - Corrections

• Updated EFT batches so that you can check the status after loading an update to your program.

Fund Transfers - Corrections

• Corrected Transfer to Another Fund process to include billing addresses from the Family Fund window.

ACH File - Corrections

• Removed parentheses from spouses’ names from the ACH file for contributions.

Remove/Advance Information - Corrections

• Corrected Remove/Advance error. You can now print information without printing a summary.

Class Dates - Corrections

• Repaired Year at a Glance calendar to display the correct class date.

Formation Office Management V. 4.1 A

Released 7/17/06

CASS Format - Enhancements 

• We added a new CASS format for ACS processing.

Check Scanner and Families/Members without ID’s - Corrections 
 

• We corrected a problem that occurred when using the check scanner with the Quick Posting of Payments if there were families or members without ID numbers. If the client was running a check through the scanner and the family or member had no ID number the ID would display correctly, but the name would show as the first in the list. Information, however, would post correctly. 

• We corrected a problem that occurred when changing the Start With field on the dialog that displays when you click Avail?. The program was processing the list when the client clicked pressed the Tab buutton to move to another field and when the client clicked the scroll bar.

• We corrected a problem with the program allowing the entry of data with blank student, teacher, or Catechist windows. If the client notices a blank member they can click the Delete button to remove the data.

• We corrected a problem with the Move Fund Entries process in the PDS Office Suite. The Activity field was not automatically generating the remainder of the activity name given that what was typed in the field matched an existing entry in the list.

• We corrected a problem that occurred when running the Combine Families process from within Formation Office. The program was displaying information about what church or parish the family was in on the window with a label of “:”. “Church:” is now displayed as the label.

• We corrected a problem with keyword lists having a value in the list, but reporting that the value is not available in the list when the user tried to type it in a keyword field. When a client typed in a keyword value instead of using the drop-down list, the program sometimes reported that the keyword was not in the list and asked if the client wanted to add the keyword to the list. If the client responded “Yes,” then the program would create a duplicate of the keyword value in the list. Clients who have encountered this issue should use the Combine Keyword process to combine all the duplicate values into a single value.

• We corrected a problem that occurred when processing a large data file in Member Quick Lookup. The program would appear to lock-up when processing a large data file.

• We corrected a problem in the EFT process that allowed the date range to be over 30 days away. The program is not suppose to allow a date range that is more than 30 days in the future, however, if the client used the calendar button to fill in the date range the program was allowing the date to remain.
• We corrected a problem in the EFT process that caused an error when the EFT window timed out. When using the EFT dialog from the Terms & Rates window, if the window was allowed to time-out and disappear because no action had occurred in the window in several minutes the program was reporting an error similar to “07/2008” is not a valid date.

• We corrected a problem in the Quick Posting of Payments options that caused the options for a saved batch to be incorrect. If the client had a saved number of batches and continued to work on one that was not the first listed batch, the options for the batch would be the same as those for the first batch instead of the options selected for that specific batch.

• We corrected a problem that occurred when creating Perforated Coupons to Make Booklet. The program was compressing the coupons to fit the dynamic height setting instead of the static height setting.