- New Features
- Version History
- Known Problems
- Version History
|PeoplePower - New Features
3.0 New Features
- General Features
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.)
with larger fonts for today’s bigger monitors (requires a minimum resolution
of 800 x 600).
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.
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.)
phone formats are now supported so that you can enter international phone
- 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.
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.
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 Family
Email field has been added. Like addresses and phone, you can choose to have
both personal and family emails unlisted when printing directories.
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.
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.)
now have a subject field.
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.
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.
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.
now use the integrated word processor for full control over layout and formatting.
now have a subject field.
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.
Merges and Email Merges.
integrated word processor allows you to embed data fields such as Date, Salutation
and Address into your letters.
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.
are options to email and save copies of the letters with each person’s record.
- Activities Module
in activities can now be assigned a number that can be used for such things
as choir robe numbers or baseball team numbers.
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.
can now be assigned names from a choice list.
- Giving Units Module
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.
Units now have Contacts. The features for Giving Unit contacts are the
same as for People Contacts (see above for more information).
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
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
are now fully customizable.
now have complete control over which fields to print, fonts and styles, and
overall layout. You can create any number of custom directory templates.
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.
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.
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.
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.