Church Software by Parish Data System: Formation Office V5 History


Formation Office V. 5.2E 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 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. 5.2D 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) 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) Bulk Mail/CASS • Corrected problem in which EZ Mail wrongly assigned some mail to BMC discount category. (KBase Article 21280) • Updated EZ Mail postal forms to match the current forms from the USPS. (KBase Article 21209)
Formation Office V. 5.2C Released 02/18/07 Quick Posting and EFT Processes • Added Good Shepherds Bank, PledgeConnect, NCS E-Giving, and Authorize.net to institutions available for EFT processing. • Corrected problem in which the date was read incorrectly when importing EFT files from ParishPay. (Kbase Article 21056) • Corrected problem that sometimes caused the Dates Quick Posting process to post an incorrect sacrament location. (Kbase Article 21129) • Corrected problem in Payment Quick Posting process that caused the total number of IDs to display incorrectly. (Kbase Article 21082) • Corrected problem in which detailed list report for EFT processes did not print in order of ID/envelope number. (Kbase Article 21110) • Corrected problem that prevented the Dates Quick Posting process from being run more than once. (Kbase Article 21108) Reports • Corrected problem in which the Family Directory report printed names incorrectly when members of the same family had different last names. (Kbase Article 21050) • Corrected problem in which the Statement with Recap of Activities report did not display both terms and rates when using special rates. (Kbase Article 21074) • Corrected problem that prevented more than one student per family printing on Rolodex/Index Card reports. (Kbase Article 20825) Processes • Corrected problem in which the New Year process allowed entry of funds with overlapping date ranges. (Kbase Article 21026)
Formation Office V. 5.2B Released 01/22/08 System Processes • Corrected problem in which the CASS import process did not update data. (Kbase Article 21049)
Formation Office V. 5.2A Released 01/02/08 Quick Posts and EFT • Added option to include running total of ID numbers during Payments process and report. • Corrected problem in which changing a name in the payments process did not update the mailing, formal, and informal calculations. (KBase Article 20562) Users & Passwords • Corrected problem which allowed certain users without permissions to add families. (KBase Article 20925)
Formation Office V. 5.1H Released 11/27/07 Reports • Added option to print first and last names in separate fields in PhoneTree reports. • Corrected problem in which saved additional selections using Sacrament Place value did not work correctly. (Kbase Article 20746) • Added ability to export reports as file format CSV without a header.
Formation Office V. 5.1G Released 10/17/07 Reports • Corrected problem in which grades were being sorted based on School grade, not Formation grade. (Kbase Article 20591 • Corrected problem in which the Print Screen dialog box printed when using the Print Screen command. This was a Vista-only issue. (Kbase Article 20607) • Corrected problem that occurred when using indented “and” sub-conditions (keyword 1 = value 1 and keyword 2 = value 2) on the Additional Selections tab for a report. Program recognized only first condition. (Kbase Article 20606) Class Schedules • Corrected a problem in which deleting a class from the class schedule left a blank session line in a student’s schedule. (Kbase Article 20590) Processes • Corrected a problem in which the Remove/Advance process did not remove attendance records. (Kbase Article 20497) • Updated Kenedy report process to allow generation of Kenedy statistics for multiple churches from one data file. Related and other Kenedy process changes include moving ID range, active/inactive, and PDS product selection fields to the first page of the wizard. Furthermore, the latter fields are now only visible if your program shares data with another PDS product. Quick Postings and EFT Processes • Corrected problem in which Vanco EFT was applied to the wrong activity. (Kbase Article 20605) Families • Corrected problem in which Quick Lookup of family by address containing an apostrophe resulted in an error. (Kbase Article 20554) Easy Lists • Corrected problem in which an Easy Lists list of children generated an error when Male or Female option was selected. (Kbase Article 20511)
Formation Office V. 5.1F 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) Processes • Added "Mark All" option to the Change Letters, Dates, Visits, Etc. process.
Formation Office V.5.1 E Released 8/16/07 Processes • Added a new process for Diocesan Statistics which includes information for the Kenedy Directory Report. • Added a new option to the New Year Fund process to retain the current billing period. (Kbase Article 20396) • 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) Fund Setup • Corrected problem with the Transfer Activities process not transferring information for families with rates. (Kbase Article 20443)
Formation Office V. 5.1 D Released 7/20/07 Families • Corrected problem with the City/State Keyword field not retaining changes made to it. (Kbase Article 20355) 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) • Added two additional export reports: FACTS Demographic File Export and FACTS Transactions File Export. • Added the Originating DFIID field to ACH File tab. 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. 5.1 C 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 and add an account number to a family. • Added the ability to have the rate change display when using a paydown activity. • Added the option to skip the summary in report from Quick Posting of Payments process. • Added a popup message to the Quick Postings of Pledge Cards if the rate is special and the total is not disbursed. • Corrected problem in which using the Credit Card - One Time Entries was not transferring the credit card number correctly causing the file to be invalid. 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) • Added the ability to select and print by Calc Rate Batch. • Corrected problem in which Phonetree Export only pulled the first phone number in a family’s list even if a different selection for phone type was used. • Added additional PhoneTree Export report that included all available phone numbers. • Corrected problem that occurred when printing the Fund Recap Screen Report. The Gifts column was wrapping around to the next column when printed. • Corrected problem with the Class Reports displaying a blank page. Students • Corrected problem in the Sacrament Information window where if the default place was selected, the place name would not display. (Kbase Article 19964) Processes • Added Add New Year/Period process to the Processes for Classes/Sessions tab. • Corrected problem with the Remove/Advance process displaying completed message before finishing the process. • Corrected problem with the Remove/Advance process freezing when processing Catechist Attendance. 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. 5.1 B Released 5/14/07 System Processes • Added the new EZ Mail postal rate changes.
Formation V. 5.1 A Released 3/30/07 Students • Added Year/Period to the drop-down list for Class Name on the student Attendance tab. • Added Year/Period field to the student Schedule tab. • Added Year/Period to the student Permanent Record tab. Catechists • Added Year/Period to the drop-down list for Class/Session on the Catechist Attendance tab. • Added Year/Period field to Catechist Schedule. Easy Lists • Added Year/Period to Formation Attendance easy list and Class List easy list. Class Schedules • Added Year/Period field to the Class/Session Detail tab. Quick Postings & EFT Processes • Added Year/Period to the drop-down list for Class Name in Preparation Class Attendance. • Added Year/Period to the drop-down list for Class Name in Classes/Sessions. • Added Year/Period to the drop-down list for Class Name in Attendance. Processes • Corrected problem in which Reassign Class Dates and Times created duplicate entries in the listing window when a class was added. • Added field to the Remove/Advance process for Year/Period. • Added new process for Adding Class/Sessions for the new Year/Period. • Added Year/Period to the drop-down list in Reassign Class Days and Times. • Added Year/Period to the drop-down list in Catechist Exchange. • Added Year/Period to the drop-down list for Class Name in Automatic Promotion. • Added Year/Period to the drop-down list in Enrollment. 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). • Added Word Wrap check box to the simple listing reports. • Corrected problem in which Teacher displayed instead of Catechist on some reports. • Added Year/Period field to some Formation reports. • Corrected misspelling of the word Sponsor on the Family Registration and Abbreviated Registration forms (Knowledge Base Article 19941). Keywords • Added keyword list for Class or Session Year/Period under Formation Keywords. System Processes • Added password protection for the Class or Session Year/Period Keyword list. Other • Corrected problem in which F1 help was not working in Microsoft® Windows Vista™ (Knowledge Base Article 19851). • Corrected problem in which a change to Rate did not make an entry in the User Log. • Corrected problem in which a church could not be directly added to the program.
Formation V. 5.0 C Released 2/16/07 Reports • Added Is Church Family, Is Formation Family, Is School Family, Is Church Member, Is Formation Member, Is School Member fields as options for Additional Selections and in reports. • Added the Itemized End of Year Statement. • 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. 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 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. • Added a check box to the first step of the Quick Add of Members wizard to exclude members/families who had been deleted from view in all the programs, but were still in the data file. • 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 wrong start date was being displayed when an EFT Transfer was run. • Corrected problem in which the New Pledge Card Quick Posting was not displaying the correct balance when you selected to use Initial Payment activity with Payment-Deductible. • 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 in which if you had more than five User Keywords set up some of them were disappearing when viewing the User Keyword Easy List. Other • Corrected problem in which an error message displayed if you opened Help by clicking Help, then Contents.
Formation Office V. 5.0 B Released 1/17/07 Reports • Corrected a problem in which financial letters were logging to the wrong family. • Corrected a problem in which birth dates did not print on sacramental certificates. • Corrected a problem in which the frequency was incorrect on the Statement with Recap of Activities report. • Corrected a problem in which the wrong labels printed when the Use Optimizer option was selected. • Corrected a problem in which phone tree exports included a family’s first phone number, but not additional numbers. • Corrected a problem in which the date printed too high on the Student Attendance Sheet report. Quick Postings and EFT Processes • Credit Card File options added to Electronic Fund Transfer types in EFT process. • Corrected a problem in which posting family fees using the individual entry method caused an error. • Corrected a problem in which not all students were listed in the Post Student Fees process. 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. Terms & Rates • Corrected the Total amount for pledges that included Pay Down activity functions or Rate Changes. 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. • Corrected a problem in which the Carry Forward Balance process created an error. System Processes • Corrected a problem in which the EZMail postage statement date printed “12/30/1899” when the sequencing date was left blank. Keywords • Changed City/State Names entry flow so that USA is inserted by default into blank country code field.
Formation Office V. 5.0 A Released 12/8/06 Reports - Corrections Using Financial Additional Selections with reports was searching without ever finding anyone and without ever printing anything. The Statement with Recap of Activities report was incorrectly printing a frequency for the total if a Group Total was used in a fund group instead of a balance. The Full Page Baptismal Certificate was cutting off the Day of Birth if the word for the day was long (like “Twenty-fifth”.) The Student Grade Level Listing was using the student’s School Grade instead of the Formation Grade. Printing the Postage Statement with EZ Mail without entering a Sequencing Date was printing the date 12/30/1899. Family Screen - Correction On the Family View Listing Screen, the Quick Lookup button always reset the radio button to active & inactive. Marking the Inactive checkbox on the Family Screen was displaying an error. Student, Catechist and Parent/Guardian Screen - Correction The Reassign member process had a problem in a shared data file if the assignment was done for a member that was visible in a program to another family that was not visible in that program. Quick Posting Processes - Correction In the Quick Posting of Pledge Cards when an initial payment was made using EFT and a pledge was made also using EFT the program was inserting the wrong activity name on the rate created for the initial payment. When printing receipts during the Quick Posting of Payments process, the program was displaying an error before printing the receipts. EFT Processes - Enhancements Added the ability to create an export file containing credit card information. Also added the ability to add one time credit card charges to that file. Added Faith Direct as a new EFT company option. Added the ability for ParishPay files to have the Activity name as the last field in the file. Other Correction If no e-mail address was entered for the church on the license screen, starting the CASS Export process and then canceling would lock up the program. Converting data from version 17 was displaying errors. Restoring a backup made in version 4 was displaying errors.