Additions

Custom roles

You can now add custom roles within the role management module. The roles are strictly for identification purposes and do not have any functionality within the system. You can create the custom roles by going to membership > settings > custom roles.

Showing roles on the organization page

We are now showing the roles for each membership that an organization has. You can see the roles by visiting any organization that has a membership.

List Export improvements

We improved the list export so the data is exported faster, and you can export a larger data set without issue.

New settings for downloaded invoice

You can now set what name you want to show first on the downloaded invoice. You can choose to show the organization name or the name of the contact first on the downloaded invoice. You can adjust these settings by going to Financial > Settings > Invoice settings.

Manual enroll improvements

When manually enrolling a contact into a membership the page will now automatically update with the membership details and you no longer have to hit the “click here” button to refresh the page

Enhancements

Random quiz invitation

The quiz invitation will now send when you publish the quiz. Please note you must have the invitation setup and ensure you have the proper contacts added before publishing the quiz. The invitation will be sent as soon as you publish the quiz.

New membership report

We made various updates to the new member report to make it easier to see who the new members are.

Manually created donation

We solved an issue that when you create a donation from the contact record the official donation receipt was not sending to the contact. The receipt will now send.

Workspace Settings

We solved an issue on workspace creation that when contacts were assigned access they were receiving permission to edit descriptions, upload files and post discussions granted to them even though the settings did not grant them the permissions.

Group accounts in directory

We solved an issue that in some cases the group accounts were showing in certain directories. The directories will now show the group accounts in the correct scenarios.