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PeoplePower - New Features

3.0 New Features
  • General Features
    • Runs native on Macintosh OS X. (PeoplePower requires Windows 98 or later, Mac OS 9.2.1 or later, or Mac OS 10.2.x or later.)
    • Redesigned with larger fonts for today’s bigger monitors (requires a minimum resolution of 800 x 600).
    • Integrated, full-featured, built-in word processor for contacts, notes, meeting notes, and directories. Custom form letters and templates can also be created. Can open and save in Microsoft Word, RTF, HTML or text formats.
    • Mail merges and email merges can be performed using the integrated word processor. Emails can be sent directly from PeoplePower. Copies of correspondance can be saved with People and Giving Unit records. (Sending emails requires access to an SMTP mail server. Because of this, it will not work with AOL accounts since they do not allow mail to be sent via SMTP.)
    • Custom phone formats are now supported so that you can enter international phone numbers.
    • The View popup menu that is on all main module screens now automatically includes searches for all categories of current membership, current activities, groups and events. In addition, you can select parent items, thereby searching on the parent and subitems all at once.
    • When creating searches, you can now select parent activities, membership, groups, events and funds for your search criteria. When doing so, your search will include all subitems.
    • Entry of dates can now be accomplished with a popup calendar-style date picker.
    • All printed output can be saved in PDF format on Mac OS X.
    • You can now switch data files and create new data files while running.
  • People Module
    • The People module now has a summary information page that combines personal, family and membership information.
    • The Last Name field in People can now hold 40 characters (previously was 20).  This is especially useful when the Last Name is used for a company instead of a person.
    • A Family Email field has been added. Like addresses and phone, you can choose to have both personal and family emails unlisted when printing directories.
    • Contacts
      • Contacts now use the integrated word processor for full control over layout and formatting. Write all of your correspondence in PeoplePower and you’ll never lose track of them. And, of course, you can do full text searches on the body of your contacts.
      • Contacts can be printed or emailed directly from within PeoplePower. (Sending emails requires access to an SMTP mail server. Because of this, it will not work with AOL accounts since they do not allow mail to be sent via SMTP.)
      • Contacts now have a subject field.
      • Contacts can be locked by the creator of the contacts so that other users who are allowed to view them can not make changes. In addition, individual users can be given the ability to lock and unlock other user’s contacts that they have access to.
      • Contacts can be in the form of Form Letters. Form letters are pre-defined letters that can be sent to individuals or families. Once sent, form letters cannot be changed. Typical uses would be visitor letters and letters acknowledging donations. Any number of custom form letters can be created and they can incorporate data fields, e.g., salutation and address.
      • Contacts can be based on Templates.  Templates are pre-defined starting points for letters. Typically they will consists of such items as Date, Address, and Salutation.  Any number of custom templates can be created.
    • Notes
      • Notes now use the integrated word processor for full control over layout and formatting.
      • Notes now have a subject field.
      • Notes can be locked by the creator of the notes so that other users who are allowed to view them can not make changes. In addition, individual users can be given the ability to lock and unlock other user’s notes that they have access to.
    • Mail Merges and Email Merges.
      • The integrated word processor allows you to embed data fields such as Date, Salutation and Address into your letters.
      • By first selecting a group of people and clicking the Send Letter button, you can create and send a letter to all of the selected individuals, or one letter per family. Embedded data fields in your letter will return the correct information for each person’s or families letter that is sent.
      • There are options to email and save copies of the letters with each person’s record.
  • Activities Module
    • Participants in activities can now be assigned a number that can be used for such things as choir robe numbers or baseball team numbers.
    • Meeting Notes now use the integrated word processor for full control over layout and formatting. Write all of your minutes in PeoplePower and you’ll never lose track of them. You can also import documents that other people have written if saved in Microsoft Word, RTF, HTML or text formats. And, of course, you can do full text searches on your notes.
    • Meetings can now be assigned names from a choice list.
  • Giving Units Module
    • Giving Units can now be marked as “No Longer Used”. When typing in a Giving Unit while entering a donation, Giving Units marked as “No Longer Used” will not show up with the type-ahead feature. This helps prevent errors in choosing the wrong Giving Unit when an individual may have had several over the years. However, any Giving Unit may be chosen from the choice list.
    • A Giving Unit email address has been added.
    • Giving Units now have Contacts. The features for Giving Unit contacts are the same as for People Contacts (see above for more information).
    • Contacts are created automatically whenever Giving Statements are printed that show the date range for which the statements were printed and the date and time that they were printed.
  • Donations Module
    • Donations can now automatically trigger the sending of a form letter if the donation exceeds a preset amount. The amount and letter to be sent is set in the Preferences window.
  • Reports
    • Directories are now fully customizable.
      • You now have complete control over which fields to print, fonts and styles, and overall layout. You can create any number of custom directory templates.
      • There is a new 5-1/2” x 8-1/2” book format for regular and pictorial directories. Like the 4-1/4” x 7” booklet, this new format is pre-collated for binding, i.e.., PeoplePower automatically determines how to layout the pages for binding.
      • Directories can be previewed in the integrated word processor and edits can be made before printing. This allows you to add custom information (e.g., title pages, contents, etc.) before, after or in the middle of your listings and have it print out with the directory.
      • When printing directories, the odd and even pages can be printed separately (select print preview). This allows you to print out double-sided directories from printers that only support one-sided printing.
    • Giving Statements now automatically create Giving Unit contacts.
    • The Daily Donations report now has an option to print the Summary of Funds according to the hierarchy that you have established. Subtotals are automatically calculated for parent funds.
    • The Activity Participation report now includes the participant’s number and more room for the phone number to allow for international phone formats. As a result, the report now prints in landscape orientation instead of portrait.