Tasks Completed

 

Restrict membership application and event registration to contacts within the database.

The login settings allow you to adjust the language members receive as well as registration capabilities for membership applications and event registrations when the contact is not in your CRM. Learn More: https://support.member365.com/knowledge-base/how-to-adjust-your-members-login-settings/

Added the member?s organization to reports

We have added the member?s organization to multiple exports in Member365.

Created a bypass assign ticket option to allow event registrants to be directed to the form attached to the ticket.

When you attach a? form to an event ticket you now have the option to bypass the assign ticket option and registrants will only fill out the form assigned. The reason for this update is to help if you are collecting first and last name in the form, now your members will not have to enter their contact information twice. Learn more: https://support.member365.com/knowledge-base/how-to-create-an-event-ticket/

Email Campaigns reports & analytics now has an export to excel button

We have added an export to excel button to the email campaigns page. Now you can export the high-level statistics for all your campaigns including how many people the email was sent to, open rates, clicks and unsubscribes.??

Learn More: https://support.member365.com/knowledge-base/understanding-email-reports-and-analytics/

Adding the name of the event ticket to the event form report

You can now see the name of the event ticket on the form reports page found in the event form report?

Added the chat button to the admin/crm login page

Access the chat help directly from your login page. Our support team is on standby to help you with any questions you may have!

Create contact lists based on members organization using our list-builder feature

You can now create contact lists based on member organization in list builder. The filter can be found in the organization option in list builder

The date an invoice has been paid now appears in the main invoice datagrid

We added a hover over in the invoice datagrid that will display the date an invoice has been paid

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Bugs Addressed

Employee accounts report filters

The filters on this report have been fixed to correctly show the primary and/or employee accounts.

Event form report no longer shows duplicate responses?

This report now will not display duplicate form responses and you can choose to display only the most recent responses or to show all the responses.

Member Portal dashboard badges showing a blank windowpane

We are no longer showing a blank badge in the member portal dashboard and users can scroll through the badges without seeing a blank badge.

Registrants were able to select multiple workshops that are taking place at the same time.

You can now control whether a guest can sign up for more than one workshop happening at the same time.

Employee account activity excel report not matching

We fixed an issue that the export did not match what the user was filtering on in the employee activity report. Now when you filter on your chosen criteria the export will match what you are filtering on.

Directory issue – Social Media links display even when the toggle is set to off.

You can now set the social media links in the directory to show or not show.

Engagement analytics can’t export all the data

We improved the query to allow you to export all the engagement analytics.

Able to add employee accounts indefinitely, even if it is set to limited seats

When a group membership has limited seats the primary account holder will now only be able to add as many employee accounts as you determine in the membership setup.

The search function is now working in our directory for mobile users.

Users can now use their mobile devices to search for members in the directory.?

Users can now enroll in courses through the training catalogue using their mobile device

Users can now use their mobile devices to enroll in training courses using their mobile device

The workspace directory search function will now return accurate results.

We fixed an issue with our workspace search function to display the correct results.?

You can now link employees to the primary organization when creating employee accounts as an administrator

When creating an employee account you can now automatically link the employee to the organization of the primary account holder