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.
Q1 2024
Religious Education Tiered Discounts and Family Maximum
Online Giving
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
Directory
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
Online 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