Logos II Church Management

Transcription

1 Logos II Church Management What s New in Version 7 The database was updated to Microsoft's Visual FoxPro Version 9, ensuring continued compatibility with new systems and providing a wide range of new features. Logos Ministry Connection (Optional Web-Based Application) Links have been built to this powerful new resource (available Summer 2007) that will allow staff and members to update specified Logos II data via the Internet. New Sync routines on Logos II Utilities menus will become active when the applications are linked and changes are detected in the online data. These utilities allow viewing the updated data and deciding whether or not to update Logos II accordingly. When changes have been to online records, designated Logos II users are alerted to run the appropriate synchronization utility. Logos Mail Manager Add-ons Setup now shows the date of the Mail Manager files. Vista Help The Help file has been compiled to also run on Microsoft Vista. Updates About Logos II (Help menu) has a new Updates button that links to the Logos Software website. If there is an update available, you can then download and install it. Reports Printer Setup The Printer Setup window now has a Properties button that opens Setup for the selected printer. This allows access to a variety of settings: Orientation, Paper Source, Duplex, etc. Not all options for all printers can be implemented on all reports, and changing the orientation (from Portrait to Landscape) does not shift report elements accordingly. Sort Options New Sort Options have been added: Last Name Initial and Family Name Initial. When selected first, if the report has the option to Break..., and then the Directory, Last or Family Name is chosen next, the report prints a header with the initial before all records with Names that begin with that letter. School This field can now be used in sorting the names that print.

2 Search Criteria Seven new functions on the Family tab allow locating records based on family statistics. The items are grouped under Stats:... with options such as Families with Children, etc. Not check box This has been redefined to locate records that do not have specified data instead of those who have data other than the specified value. This now allows finding persons who do not have one or more items in a subtable (e.g., Skills) but who do have other items in that table. Earlier versions required two passes to identify such persons. Service The Date selection has been redefined so that it is linked to the specific Type/ Value item(s) requested. In prior versions these selections were independent of each other. Output Destination All report routines have a new Send to Document option that exports and opens reports in Word or Open Office. Send to Spreadsheet is another addition, opening reports in Excel or Open Office Calc. Send to PDF, and HTML options also open the correct application to view or edit the file created. Print Preview The full report now loads at one time, allowing for quick navigation among pages of the report. Also, a new toolbar provides several new options: Active Page Identifier ("1 of 9"), new Zoom options and multiple page displays; Search icon to locate occurrences of specific text or numbers; Export and Print options allow the report to be sent without closing the preview. Family/Visitor Create New Family This screen was redesigned: 1. All the name fields are in a grid above the Family Info. 2. A new Other column allows defining additional adults (Grandmother, Aunt, etc.) living in the house. See the Appendix for tips on Multi-Generational Households. 3. Any two Other Adult records can be linked as a couple in Family reports (e.g., Mr/Mrs Uncle Jones). 4. The Family Position field has also been added to the grid, allowing each family member s relationship to be defined. 5. When adding a new family, if no first names are entered, when you click OK, the alert that states that a First Name is required, now returns to the New Family window, retaining all data entered thus far.

3 Create Next in Family This window for adding a person to an existing family now allows marking a person as Other. The Family Position field has also been added here. Pictures New controls were added to the Family and Personal (Member) tabs. The Acquire Image function allows more image formats. Search Tab Unmark the new Display Flagged Records check box to hide those records in the grid. Profiles (Display Individual & Selected) New fields have been added to the Full and Family reports, and both have been modified to better group related fields. The Sacraments Register (Catholic Organization) has been modified to better accommodate adding fields through the Edit (User Reports) option. Directory Sort Options have been added. Use the new Family/Last Name Initial options (p. v) with the new Directory Name function to sequence records by the full names that print. Also, Family layouts now include persons defined as Other Adults within a household. Contact Reports Family options can once again print a single record for each selected family. Also, Sort Options > Break function is again able to group records and insert line or page breaks. User Reports More than a dozen fields have been added to be able to print on reports. Import Data Files Several new options have been added, including the ability to append one or more sub-tables (Skills, Contributions, Attendance) to the current Logos II Member records. Attendance Define Groups Three new check boxes have been added to the items that can be defined for a group. Show in Attendance Check-In - Mark this check box for groups to display in the Attendance Check-In routine. Thus, you can use Check-In procedures for specific groups without displaying other groups in which family members are enrolled.

4 Publish to Web - This check box is for groups that meet away from the church campus, allowing the new Logos Ministry Connection (Coming Soon) to provide the group leader access to group information. Active - Unmark this check box to block a group from appearing in other screens and reports. Attendance Groups Report A new Room List report was added. This one-line listing of selected groups shows the room defined (Host tab > Address1/Rm#). The report can be run by selecting the Printer icon on the tool bar in the Define Groups routine or from the Attendance > Reports menu. Contributions Define Funds Numerous changes have been made to this routine: 1. Layout All information is now on a single, convenient screen instead of two tabs. 2. Sub Funds You can now define Sub Funds, both to group related funds and to handle recurring pledge campaigns. In the latter case, define a new sub fund for each new pledge campaign for the same main fund. 3. Bank Account If using Online Giving, the Bank Account can be defined here, allowing contributions to be received to multiple accounts. 4. Pledge Information This section has been modified, adding a check box to indicate if pledges will be entered for a fund. Also, to simplify report calculations, the date range of all pledge campaigns (not just multi-year) must be defined here. Enter Contributions A new Change Fund option has been added below the Batch transaction grid. Also, when changing an individual fund, clicking in a Fund cell pops up a new Change Fund number window in which to select a fund, using either the Fund Number or Description. Also, the Batch Header, in addition to the Batch Number, now also displays the Date Created, the Batch Reference and the Username that created the batch. Create Pledges This routine now allows two methods of entry: By Pledge Amount (enter the total pledge) and By Installment Amount (enter the per period amount). Both methods create pledge installments, simplifying pledge reporting. Also, Initial Deposits can be added to the total of the installments or be the first payment towards the installments. The Post Pledges routine on the Data Entry menu is no longer needed. Update Contribution History This voiding routine has been retitled as it now provides more features: 1. Option whether to show voided items on donor Statements when printing History;

5 2. Option to change a fund, voiding the original item and creating a new one for the correct fund. 3. Ability to void an entire batch, with the option to restore the batch for editing. 4. Posting of these entries is now done within this routine instead of requiring a separate routine. Donor Record / Donor Lists These Reports menu routines have new Comparative options that allow selecting funds and date ranges to compare. Donor Lists now allows selecting from a list one or more funds to include rather than just indicating a range of funds. Non Deductible Income This report can be run from Donor Lists, as the other options print only Regular funds. Import Contributions This new routine on the Utilities menu lets you import giving history from a file created by another application or from a non-linked copy of Logos II. Batch List This new routine on the Utilities menu lets you print posting reports for previously posted batches. You can locate the batch to print by Date, Reference, User, and/or Batch Number. You can select one or more batches to print at one time. Event Registration Define Events A new Publish to Web check box has been added to indicate an event for which people can register online in the new Logos Ministry Connection Web Service (Coming Soon). Logos Management Software W. Telegraph Rd.,B-15 Santa Paula, CA Support A+ Contracts: Other Contracts: No Contract: support@logoscatholic.com Fax: Training training@logoscatholic.com Web