2024 Release Notes

The following is a list of quarterly releases. Each released feature offers a summary of the feature and a link to an article in the knowledge base with more information.

 

Q2 2024

Updated Online Registration for Directory

Directory

This release provides a side sheet that summarizes the changes the user has made to a registration as they work through the registration. This change aligns visually with other registration processes currently in the system making the registration process easier for the user to understand and use. 

Related articles: Learn more about the updated registration process › and Learn how to share your Directory registration link ›

 

Early Access and Data Explorer

Data Tools

With this release a user is provided the opportunity to have early access to the new feature, Data Explorer, as soon as possible, with the opportunity to provide feedback as the feature develops. Data Explorer is a robust reporting feature that allows the user to explore, analyze, and understand the data in their system. With Data Explorer, the user can select a data source to search, refine the data with custom queries, tailor the results to only the information needed, and export the data.

Related articles: Learn more about Early Access › and Learn more about Data Explorer ›

 

 

 

Create a QR Code for a Fund or Form

Giving

This release allows a user to create and download QR Codes for forms, and either the public Online Giving fund listing page, or a specific fund. The QR Codes can be used on the organization's website or other marketing related materials. 

Related articles: Create a QR Code for a Fund and Create a QR Code for Forms

 

 

 

Add Multiple Teachers to a Religious Education Class or Session

Religious Education

 

This release provides the opportunity to assign multiple teachers to a Religious Education class or session. Users can quickly view the names of all teachers who have been added to the class. Teachers can be added, edited and deleted at any time.

 

Related articles: Assign a Religious Education Teacher to a Class from Directory

 
 

 

Q1 2024

Religious Education Tiered Discounts and Family Maximum

Religious Education

 

We have enhanced the Religious Education registration form to accommodate new discount structures. The system automatically calculates the Tiered Discount, if the discount was configured for the term, and will also display the Flat Rate discount and new design showing the Family Out of Pocket Maximum. These changes allow users to view the correct fee and discount amounts.
 

Related Articles: About Religious Education Discounts

 

 

Fund General Ledger Credit and Debit Account Numbers

Giving

 

With this release you you can set a customized credit account number and debit account number for each fund. This provides greater flexibility in setting up funds and facilitates accounting exports. The account numbers can be found in the General Ledger Numbers area of each fund.
 

Related Articles: Set up a New Online Fund

 

 

Custom Fields

Data Tools

With this release, Custom Fields is the first feature in the Data Tools module, designed to manage data. Custom Fields, creates unique data points for Directory Families and Members to gather information specific to the organization's needs. There are several field types to choose from, including text, number, date, and choice fields, providing flexibility needed to track desired data. Custom fields can be included in online registration forms, and Custom Fields data is available for reports and exports.

Related Articles: Custom Fields Overview

 

 

Enhanced Member List Report

Directory

With this release we have added the middle name to the baptismal certificate. Now, the first, middle and last name are viewable when the baptismal certificate is downloaded. 

Related Articles: Member List Report

 

Diocesan ID to the Family List Report

Directory

We have added the Diocesan ID to the Family List report. The Diocesan ID is a number the Diocese assigns to a family or member as a way to identify them across all of the parishes of the Diocese for reporting purposes. It can be viewed on the Family List report and the CSV report.

Related Articles: Set the Diocesan ID in Directory

 

 

Download Pledge Statements and Thank You Messages

Giving

With this release, if the donor does not have an email address, we have provided an option to download the enhanced pledge thank you notes and pledge statements to mail or hand deliver. A donor can view specific pledge details on a pledge statement like the name of the fund, the pledge amount, how much has been donated, how many days until the pledge end date, and how much is remaining on the pledge.   This is significant because a donor may pledge to many different funds, so sending individual pledge details within a statement helps reduce confusion.

Related Articles: 

Send a Customized Pledge Statement to Donors

Send a Customized Thank You Email or Letter to Donors who Make Pledges

 
 

 

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