8.0H Release 6-28-17
We recommend updating to DioOffice 8.0H, which offers the following enhancements.
Remove Parish Records from Sharing
Sometimes, you may not want to receive updates for certain parish records. For example, a parish may have a business or organization that you don't need to see in your data.
To remove a record from sharing, enter "DNS" (meaning Do Not Share) at the beginning of the street address in DioOffice.
Next time the parish shares data with you, the Synchronize w/Dio check box will be cleared in Church Office, and you will no longer receive new or changed information for that record.
Import Parish Name from Acceptiva
eGiving quick posting, you can now import the parish name from the file.If you use Acceptiva in the
Log Reasons for Importing
This reason displays on all affected family records. Go to a family, and click Reasons for Changes on the left.
Policy Compliance Changes
We added Policy Compliance as a general reason for change.
Paid and Pledged Fund Summary
Now, it's easier to print the amounts paid and the amounts pledged for a selected fund period. When selecting your fields to print in a list report, go to Fund > Fund Summary, and you can select the paid and/or pledged fields for the fund(s) you want.
We fixed the following issues that affected some of our clients.
- PDS was still producing 3-digit mail trays, which were discontinued as of January 2017. We've updated the program to reflect the standards for Traying Sequence (245.7.5).
- When adding a new family during the Payment/Donation Entry quick posting, you had to enter the name twice.
- The eGiving Check Batch Status was incorrectly reporting that some records could not be found at Vanco.
- An error displayed when running reports if you had duplicate fund periods.