Soft Credits Update

• Soft credits (contributions made by an organization or business on behalf of a household) are now listed on the parishioner's contribution screen with a special symbol.  When the soft credit donation is clicked, the name of the organization is displayed. 

  

For Dioceses, Added features to the Credit Parish field

• Added the capability to enter the Entity Number in the Credit Parish field for Pledges and Contributions.  This can help increase speed and accuracy when entering a large number of pledges or contributions for a diocesan campaign or appeal. 
• Added the capability to do a full-text search when entering the Credit Parish during Batch Contribution entry.

  

  

Sped up the time it takes to save a change to a household or member record

For Dioceses and Parishes, Added fields to different Report Types

• DETAILS > Donor Mailing Address Line 1
• DETAILS > Donor Mailing Address Line 2
• DETAILS > Donor Mailing City
• DETAILS > Donor Mailing State
• DETAILS > Donor Mailing Zip
• DETAILS > Donor Mailing City State Zip
• DETAILS > Credit Parish Formal

• Mailing Address City State Zip

• DETAILS > Credit Entity City

• DETAILS > Credit Entity City

• Household Formal Mailing Name
• Household Formal Salutation

• Household Formal Mailing Name
• Household Formal Salutation
• Mailing Address City State Zip
• Prim Assign City State Zip

• Household First Names 

During Pledge Batch Entry, show any existing pledges the household has made to the same fund

• This is done to help prevent the accidental entry of duplicate pledges. 

  

Added fields to Formation Report Types

• Student Cell Phone Number
• Home Email Address

• DETAILS > Student Cell Phone Number
• DETAILS > Home Email Address

• Student Cell Phone Number
• Home Email Address

Added the capability to search for a blank sacrament date

• It is helpful to search for members who don't have a particular sacrament (e.g. they haven't been baptized).  Previously it was not possible to search for a blank sacramental date.  Now it is possible for any of the sacraments.  It is also now possible to search for a blank celebrant.  

Add the Member Relation of "Ex-Spouse"

• We've had requests to add "Ex-Spouse" as a relationship for a household member when the Member Type is set to "Adult".  This is now possible. 

  

Added the capability to print coupon books for pledges

• A new Report Type of "Contributions - Pledge Payment Books" was created.  This allows you to create payment books with Payment Date and Payment Number for contributions that are due in the future.

Changed report criteria to be smarter

• When entering selection criteria for reports, most fields that have a fixed number of choices now will show those choices as check boxes or as a list.  (e.g. The field "Marital Status" can only have 1 of 7 options.  Now the relation of "in" can be used and all 7 choices show as checkboxes.)

  

Warning message when possible duplicate contributions are entered

• When entering a batch contribution, if another contribution exists for the same household with the same envelope number, amount, date, fund, and fund activity, the message "This is a possible duplicate.  Do you wish to continue?" displays.  You can click "Yes" or "No" and continue.