Version 8.3.420 is available through automated update using the Logos II Help menu's About Logos II routine. If you are currently running Version 8, your Administrator can select the Updates button in order to quickly install this update that provides numerous useful enhancements . Or check out a more concise PDF file of new features that you can distribute to your staff... plus lists of scores of items added or modified prior to Version 8.
Hosted customers will be updated to this release during this week (4/19/2010).
IMPORTANT NOTES:
If you have been using the Attendance Check-In routine, Version 8.3 made significant changes. For example, the check-in window is now full screen (requiring 1024 x 768 or better resolution). Perhaps the most important to note for all staff and volunteers who work with this routine is that, for security purposes, it now requires entry of a keystroke code in order to close the window when finished. Type QZXW in the Name field and press Enter. This information displays in blue on the Setup Options window that opens before the Check-In window is active.
If you are upgrading from a release prior to 8.2 and have been printing Dymo Label name tags in Attendance, the label formats that were defined in the Dymo Label software will need to be newly defined inside Logos II using the new structure introduced in Version 8.2. This change provides a great deal more flexibility in data that can be added to a label and greatly simplifies the process for defining new label formats. Because of this new structure, be sure to alert the person(s) responsible for Check-In operations about this change BEFORE you update. Default label templates are provided, and can be used "as is" until new layouts are defined. The following actions must be taken:
- On the Preferences > Attendance tab, select the Attendance Dymo Printer tab and click the Define Printer button. In the Printer Setup window, select your Dymo printer and click the Properties button.
- On the Layout tab, set Orientation to Landscape.
- Then click the Advanced button and under Paper/Output select the Dymo Label stock you are using. The template files are configured for the 30256 Shipping labels (2 1/4 x 4). Select OK to save your definition.
- Also in Preferences > Attendance, click the Define Groups button, select a group for which you need to print name tags, then click on the Dymo Label tab to define label formats for that group. Follow directions in the Help file.
If Upgrading to Version 8: Because of the scope of the structural changes in Version 8, upgrading from Version 7 or earlier requires running the full Version 8 installation to your stand-alone or server computer. (Workstations that have been running Version 7 do not need to be updated.) The Updates feature in Help > About Logos II cannot be used when upgrading from Version 7. Instead, click the Downloads link above.
Version 8 Attendance Conversion Note:
- The Attendance Group structure no longer has a separate group record for each calendar year. Records for the individuals who attend the groups now have a date range that defines when they were enrolled and when, if appropriate, they were removed, moved or promoted out of the group. This allows reports to easily show the people who were in any group at any point in time and several new reports can now show attendance history for more than the current year.
- If you have groups from prior years that no longer exist with the same names in the current year, before installing Version 8, consider running the Remove Attendance History utility to delete old, unneeded records for groups that no longer exist. Then Reindex and Pack your data tables. Or set your date back into prior years and edit at least the Level1 Group names so they match the current year names for the same groups. (It is not necessary to edit the Descriptions, as the current Description will be used when merging groups for multiple years that have the same Level1/Level2/Level3 names.) Deleting or editing old groups before you install Version 8 will simplify your group structure and save time later on. When your data is converted to the new format —
- Every current year group that had the same Level1/Level2/Leve3 name in prior years will combine the group records for all years into a single Active group.
- All groups that exist only in the current year are converted to the new open-ended structure
- Any groups from past years that do not exist with the same names in the current year will be converted to the new format as not Active groups, adding the most recent year in which that group existed to the front of the group's Description. No groups are deleted in the conversion.
- Download and Install Version 8.2 by clicking this link — If upgrading from a version prior to 8, you must first download and install the full 8.2.916 version. If updating from an earlier Version 8 release, use the Automated Update feature (next item). When upgrading to Version 8, you are required to enter your Version 8 Installation Password/Serial Number, sent by email to Maintenance Plus customers. If you do not have your number, call Logos today — 800 266-3311.
- Automated Update — Once you have installed Version 8+, after running Reindex Data Tables (Logos II's System menu), go to the Help menu, choose About Logos II and select the Updates button. Within minutes you will be updated to Version 8.3.420!
New Since 8.2.923 —
Items listed below indicate the version when they were released: 8.3.420, 8.3.418, 8.3.319, 8.3.128, 8.2.1215 or 8.2.1204. Digits in the third segment of the version number indicate the month and day: Version 8.3.420 was released on April 20 to resolve an issue with user-edited reports. It also includes an update to the Full Individual Profile (see below).
General
Administrator > Maintain Users — Added a Rights button that exports a data file with access settings for all users (8.3.319) and resolved an issue with the export feature. (8.3.418)
Ldrone — Modified several features on ldrone operations (the application that manages numerous automated processes) and expanded information in the log when errors occur. (8.3.319)
Reports —
- Various standard reports use "alias" designations for certain fields. These sometimes caused errors in user-edited variatins of these reports. This has been adressed. (8.3.420)
- Minor "cosmetic" improvements (spacing, capitalization, etc.) were made to the headers of various reports. This text also displays at the top of most screens within the report routines, and will be used in user-edited reports defined in earlier versions. (8.3.319)
Search Grids —
- Reduced the time taken to define the Search Grid during startup. This improves performance in conjunction with recent changes made to timers for the message_queue table. (8.3.319)
- Modified the Select/Change Fields in Grid window so that, when it is resized, the Restore Defaults button now adjusts accordingly. (8.2.1215)
- Resolved an issue when using the keyboard to locate a record. (8.3.1204)
Windows 7 > Manual — Modified the code to allow the program to open the Help file. (8.3.1204)
Resize Windows — Modified all routines with grids, adding new controls that allow enlarging the window and the grid that it contains, displaying more information. Window sizes are defined separately by each user, and windows that have been resized retain the new size until changed by the user. (8.3.128)
Hosted Customers > Manual — Modified the process for opening the manual to resolve permissions issues. (8.3.319)
Hosted Sytems > Export Files — Added a new Save As window allowing the user to either save an exported file to a location on the remote server or to the local computer. If running on XP or earlier, saving to the local computer will place the file in the c:\temp folder. If running on Windows 7 or Vista, saving to the local computer will place the file in the c:\users\public folder. If this folder does not exist or is protected, the routine will use the LocalAppData folder instead. (8.3.1204) Version 8.3.128 allows hosted customers to see the standard Save As window when exporting.
Sync Utility — Added the Contributions Account Type and Level4 Attendance to the file that is processed by the Logos Sync Utility to update data in Logos Ministry Connection on the Web. (8.3.418)
Backup Data > User Settings — Restored the ability to backup User Settings files when the Security Files option is selected. (8.3.1204)
Help > About Logos II > Updates — Help > About > Updates — Modified synchronization code to improve of downloading files. (8.3.418) Added a reminder to first run Reindex Data Tables, making sure to create a backup file and then to reindex and pack all tables. This is an important precaution prior to updating. (8.3.1204)
File Menu — Removed the hot key for Add-Ons Setup to avoid conflicting with the Page Setup hotkey. (8.2.1215)
Preferences >
Banking — Renamed the Logos E-Pay button to "Web Services" and modified the Bank Accounts > Logos Giving tab to enable choosing from several different processors. (8.3.319)
Attendance > Attendance Check-In — Added a new Use Touch Screen check box for organizations that have one or more touch-screen monitors. (8.3.128)
Attendance > Define Groups > Dymo Label — Activated fields in the Family table for use in defining data to print on names tags. Prior versions allowed selecting these fields, but they did not print. (8.3.418) Added Head_Cphone and Spouse_Cphone to the field objects that can be added to Dymo Label for use with Attendance Check-In. This allows printing the parent cell phone number(s) on the child's label. (8.3.128)
Contributions
Enter Contributions — Enabled the Total Amount and User ID columns in the Select Batch grid to respond to double-clicking in order to open the Batch Transaction grid. The other cells in this grid have always been responsive. (8.3.1204)
Create Pledges — Corrected a typo in the alert window that opens when no donor record has been selected. (8.2.1215)
Donor Lists / Statements...— Resolved an issue on the screen that allows selecting from the list of funds. The Check All and Uncheck All buttons were hidden. They are now visible again. (8.2.1215)
Statements/Letters/Receipts — Resolved an issue with the Receipt > Merge to Word function in creating a file. There is an issue in merging the <<membernum>> data when the Excel format option is selected. We recommend using the Comma Delimited option instead. (8.3.1204)
Export Envelope Numbers — Resolved an issue with the Our Sunday Visitor and DP Murphy options in exporting the Last Name for a couple defined as Joint and that uses different last names. (8.3.1204)
Import Contributions — Modified the code for this Utilities menu routine so that imported batches do not appear in the Batch List routine until they have been posted. Version 8.3.128 added some error-checking code when trying to display check images with the Heartland (Check 21) option. (8.3.128)
Batch List — Changed the "hot key" for the Clear Filter button, and corrected an error on the button, to resolve a conflict with the Cancel button. (8.2.1215)
Family/Visitor
Create/Update Family/Individual — Resolved an issue with the Directory Suppress check box that was covered by another item when the screen was default size. (8.3.128)
Quick Entry Form — Applied User Access setting for adding new family/individual records. If the User ID/Password that opened Logos II does not have the rights to add new records, New Family and Next in Family buttons will not display in this routine. (8.3.319)
Full Individual Profile — Added the Date 1st Attend/Date Registered/Source fields to the report. The Family fields appear in the Family Information section and the Individual fields are at the bottom of the page along with the Date Created and Date Updated fields. (8.3.420)
Directory (Pictorial) —
- Resolved an issue with the routine not finding Family or Individual records that had a picture defined. (8.3.319)
- Activated the Bold-face name(s) on 1st line check box for this report option. (8.3.1204)
User-Edited Reports—
- Redefined the "lbeimg" function to simplify its use in adding Family or Individual pictures to other reports. (8.3.319)
- Added two new functions for use in the Directory routine that allow the addition of data from any field in the Member and Family tables: Rpt_member_field("fieldname"), for use in Individual directories to add data from each selected person's record, and Rpt_family_field("fieldname") to add data from any field in the Family table. When working in the Report Designer (requires User Reports), the Help file has a list of all the data fields in these two tables. (8.3.1204)
- Added four new functions for use in the Directory that will print the first name of the .01 record in the family (or of the selected individual) or of the .02 record, along with either that person's Work Phone or Cell Phone. The functions are: Rpt_family("head_name_wphone"), Rpt_family("head_name_cphone"), Rpt_family("spouse_name_wphone"), and Rpt_family("spouse_name_cphone"). These functions print only when the record has that phone number entered and it is not marked as Unlisted. (8.3.1204)
- Resolved an issue when adding a field that has a very similar name as another field (e.g., fmisc_10 and fmisc_1). (8.3.1204)
- Also modified code to prevent an error message when a udfName function is not defined to recognize all the name-related fields used by the function. (8.3.1204)
Email — Resolved an issue when sending Email with attachments. (8.3.1204)
Event Registration
Define Events — Modified the code to significantly speed up opening this routine. Applied the same code to the Register Individuals routine, as well. (8.3.1204)
Register Individuals — Resolved an issue in calculating Enrollment numbers when an event extends over two years and is linked to Attendance groups in each year. (8.3.128)
Attendance/Groups
Define Groups > Dymo Labels Tab — Modified the code to resolve an issue with adding fields to the Dymo Label formats. (8.3.1204)
Update Attendance — Modified this routine so that records for persons who have been unenrolled do not continue being updated as absent in the group from which they were unenrolled or moved. (8.3.128)
Attendance Check-In —
- Resolved an issue with the Volunteer button on the check-in screen. Added an Activate Reprint Feature check box to the setup window that opens when the routine is launched. (This is active when the similar check box is marked in Preferences > Attendance.) This allows organizations to have some terminals at which name tags can be reprinted and others where they cannot. (8.3.418)
- Resolved an issue that if no Attendance groups/enrollment was defined, opening the Check-In form would terminate the program. (8.3.319)
- Reduced the size of the Family Names that appear in the grid, modified several screen layout features to allow more of the screen to display on low resolutioin (800x600) monitors, modified the security "sequence" code that prints on Dymo Labels, changed the text on the Skills (Talents/Ministry) button to "Volunteer", and applied User Access setting for adding new family/individual records. If the User ID/Password that opened Logos II does not have the rights to add new records, New Family and Next in Family buttons will not display in this routine. (8.3.319)
- Further modified several screen layout features to get a bit more of the screen to display on low resolution monitors, and slightly enlarged the buttons on the second screen so thta all text fits. Resolved an issue when no Parent Recent has been defined, but the user marked the check box to print one. (8.3.319)
- Modified this routine to expand the Check-In window to full size, to increase the font size of text elements for easier viewing, and to implement new touch-screen operations if the Use Touch Screen check box is marked in Preferences > Attendance. Also, for security purposes when using the routine for self-check-in, when the window is open, all other features within Logos II are de-activated. Plus, to prevent an unauthorized person from closing the routine, the window now requires entry of a keystroke code (QZXW) in the Name field and then click or touch the View button or press Enter. The Setup Options window that opens first in this routine presents this code in blue before the user proceeds. (8.3.128)
- Made the Reprint feature optional (allowing a church to control whether or not to allow reprinting name tags). The setting is defined in Preferences > Attendance > Attendance Check-In. (8.3.1204)
- Resolved several issues in using the new Reprint feature. (8.3.1204)
- Resolved an issue with displaying the correct Session (if defined) for which a person has already been checked in. (8.3.1204)
Rosters > Child Check Out — Modified the code to not print a name twice if the Reprint feature was used in Attendance Check-In. (8.3.1204)
Individual Attendance/Absentee Lists — Added a new Print everyone in current year checkbox for the Attendance Detail and Attendance Summary reports. If left unmarked, these reports will only print persons currently enrolled in the selected group(s). If marked, these reports will also include everyone who has been enrolled in these groups during the current calendar year. (8.3.1204)
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New Since 8.2.904 —
Items addressed in Versions 8.2.916 and 8.2.923 are indicated with the appropriate version number —
- Event Registration > Define Events — Modified the code to significantly speed up opening this routine. Applied the same code to the Register Individuals routine, as well. (8.2.923)
- Attendance Check-In — Resolved several issues in using the new Reprint feature. Resolved an issue with displaying the correct Session (if defined) for which a person has already been checked in. (8.2.923)
- Attendance Rosters > Child Check Out — Modified this report to not print a name twice if the Reprint feature was used in Attendance Check-In. (8.2.923)
- Resolved several Attendance Entry and Dymo Label printing issues. (8.2.916)
- Modified the Attendance Detail and Attendance Summary reports so that only persons currently enrolled in selected groups will print (unless a new "Print everyone in current year" check box is marked). (8.2.916)
- Resolved an issue in sending e-mail messages with attachments. (8.2.916)
- Completed updating definitions for importing Check 21 activity (Contributions > Utilities > Import Contributions) from Evangelical Christian Credit Union (ECCU) or Heartland Payment Systems. (8.2.916)
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New Since 8.1.702 —
Contributions
Donor Lists > Comparative — Modified the selection to include people who have pledged to one or the other of the funds in question but who have not yet given to either.
Analysis Reports > YTD Summary Analysis — Restored the ability to select a non-deductible fund.
Utilities > Import Contributions — New options have been added to process files from ECCU (Evangelical Christian Credit Untion) and Heartland Payment Systems. These options import data files created through Check 21 ("Check Clearing for the 21st Century") in which a substitute check or an electronic image of the original paper check is transmitted through the check-clearing network. This import routine works similarly to the Check Scan option in Enter Contributions in linking the check data to the donor. Modified the processing of the file being imported to remove any extra lines, update the field names, and if needed, copy the fundnumber into the debit lines.
Attendance
Define Groups > Dymo Label tab — When the Select Dymo Label button is clicked, a new Select Label window opens which allows opening and editing a label template using the Report Designer. The user can define a Parent Receipt label and one or more different Name Tag labels, and then selects which Name Tag and the number of copies to print for the group(s) indicated. The Attendance Check-In routine's Setup Options window has a new Print Parent Receipt check box to indicate whether or not to also print that label for children being checked into the selected group(s). These features were originally introduced for Hosted customers in Version 8.1, and have now been implemented for all systems. The First name field will now print the person's Nickname if Preferences > Title Options is set to "Use Nicknames instead of First Names."
Logos Hosted Dymo Label Printer (ldymo.exe) — Removed all usage of the ldymo.exe application for hosted customers as it is no longer needed due to an updated Go-Global Client from GraphOn. Also removed the Check-In Station field on the Preferences > Attendance > Dymo Label Printer tab, as it is no longer needed.
Update Attendance — Modified the code for the Change Person feature to accomodate situations where the person had previously been unenrolled (or promoted) from the class into which he or she is being moved.
Attendance Check In —
- Added the option to locate a family by entering the last four digits of the Cell Phone.
- Changed the family list to use the Directory Name function (Smith, Samuel & Sharon) instead of the Family Salutation (The Smith Family as an aid in selecting when multiple families have the same last name.
- Added a Reprint button on the Check-In page to allow reprinting the name tags if there was a problem at the printer and/or if people attend multiple sessions on the same day.
- Added the names of family members who are not enrolled in the selected group(s) for that workstation to alert volunteers so that they do not add a new record for a family member if it already exists.
- Modified the Check-In window so that if no Announcements are defined to display, the window with the names and groups will expand to fill the frame.
- When the Quick Entry Form is being used within this routine and the New Family button is selected, the Create New Family window appears allowing any family member to be assigned their family position.
- Changed the window that opens when the Quick Entry Form is being used and the New Family button is selected to reduce the amount of data being requested, simplifying adding a single record for a new family.
Attendance Promotion — Modified the routine to prevent promoting persons who have been unenrolled.
Family/Visitor
Selected Profiles — Resolved an issue with Attendance Tracking data not printing on the Full Individual Profile.
Selected List — Changed the function that is used to Combine Husband & Wife on these reports so that, when exporting the report, a husband or wife whose record is flagged for deletion will not export along with the corresponding record.
Import Data Files — Modified the code that checks for duplicate ID numbers so the routine will not terminate when a problem is found.
Event Registration
Register Individuals — Addressed an issue when an event is linked to Attendance and enrollment maximums have been defined so that an alert again appears when the Maximum enrollment for the group and/or event has been reached.
Mail Manager
Improved security for hosted customers by moving the files with their information to a new \mrtk folder inside the current data folder. Also, when exporting Presort data, the routine now allows the user to define the file name ("presort.txt" is the default) and the location (...\logos\[data]\export is the default) where the file will be created.
What's New in Version 8.3 — and before
- Logos II Additions/Changes (Updated 4/19/2010)
Adobe Reader or other PDF Reader software required — (Right-click on this link to choose Open in New Window or Save Target As.) This document can be distributed to staff members, identifying the features that have been added or changed in Versions 8.0 - 8.3.
- Click here to see lists of earlier additions... items added prior to 8.0
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