Release Notes
Enhancements
Denying Education Activities
We added an option that will allow an administrator to send an email to the student when they deny an Education activity.
Event Report Update
We added the name of the ticket assignee and the invoice number to the event form report.
Organization Report Update
We add the organization departments to the main organization export.
Enhancements
Learning management filters in list builder
You can now build lists on Students that are enrolled into courses and those that have not completed the course and those that have completed the course. This will allow you to easily view and communicate with students with complete/incomplete courses.
Event form responses in list builder
You can now build lists using the form responses from your event registrants.
Creating employees as an administrator
You can now add both business and residential addresses when creating employees.
Quiz form update
You can now copy your quiz answers and paste them into the answers table making creating questions in your quiz much faster and more convenient.
Store shipping countries
You can now uncheck/check all countries when blacklisting shipping countries.
Deleting organizations
You can now delete organizations from the main organization page.
Enhancements
Failed Credit Card Report
We added the date of the failed transaction to the report so you have more visibility of the transaction.
Batch Process for Store Products
We added the ability to batch process store products so you no longer need to process each product one at a time.
Address Types on the Application and Renewal form
We added the address type to the application and renewal forms so users know what address you are asking for during the process.
Enhancements
Member Portal Customization
You can now change the colors in the member portal to match your branding! To do this go to Module>Member Portal>Settings>Member Portal Customization
Member365 AI Assistant
We now have an AI assistant that is available 24/7 to answer your questions about Member365 and can help you get your answers quickly. You will find the AI Assistant at the top of every page in the admin are within Member365
Engagement Analytics list filters
You can now build lists to find contacts based on engagement analytics.
Donation Receipt Border Color
You can now edit the border color of the official donation receipt.
Smart tags for Workshops Date and Time
you can now use the smart tag for event workshops dates and times.
Enhancements
Non-member Job Posting
We added a non-member job posting option to the job board. You can find it under modules>jobs>settings>website integration>non-member job posting link. You can use this link to allow non-members to post jobs to your job board.
Organization Record Update
We added organization member since date to organization membership record
Lifetime Membership
We added the ability to test the Refresh Reminders for lifetime memberships. Now you can test the reminders to ensure they look exactly as you want before they send to your members.
Enhancements
Organization Membership Record
We added the seat packages and fee categories to the organization membership record so you can access all the pertinent organization membership details from the organization page.
Deleting Contacts
We added the ability to mass delete contacts. You can access this feature by visiting the main menu’s Contacts > Delete contacts page.
Workshop Credits
We added a smart tag for workshop credits so you can add the credits earned by attending a workshop to the workshop certificate.
Enhancements
Change Log
We added a change log to the contact record that will track who made changes to a contact record and what the changes are.
Member Benefits
We added a multi-select to the member benefits categories to allow for more effective filtering.
Learning Management List
We created new filters in the list builder that allow you to build lists of people that have enrolled in or completed courses.
Revenue Report
We added the contact phone number to the revenue report export.
Enhancements
Sign up Form Updates
We added additional fields that can be collected when using signup forms. We also added a French version of the sign up form
Primary Contact Change Log
We added logging to track when a primary membership is changed on an organization. To see the log you can go to the organization page and scroll to the bottom and look for the additional information area.
Organization Export
We added more information to the organization export that can be found on the view organization page. You can now see the primary information and who has roles. We also included the number of group accounts associated to the primary.
Enhancements
Workshops update
You can now add education credits to workshops so your members and non-members can earn education credits when attending a workshop. You are also able to track attendance for workshops.
Event attendance import
You can now import an attendance list for events and workshops. Doing so will automatically mark the guests as attended.
Zapier and Member365 integrations
Member365 now has a Zapier integration, if you would like to use Zapier you can fill out the request form here – https://member365.com/zapier-request
Clear Soft/Blocked bounces
You now have the ability to clear your soft and blocked bounces from within the software. These will clear the email from the bounce list and allow you to attempt to send emails to these addresses.
Additional on screen help
You may have noticed on some pages we have a new “Help” option on the right hand side of the screen. The help options within the slide-out are related to the options available on the page. We will continue to add this feature to more pages within the software.
Enhancements
Organization Membership data
You can now see the Membership data and form questions and answers on the organization membership page. This will allow you to see the response from all the primary members within the organization without having to view them from the primaries contact record.
Video Library
You can now categories your video and your members will be able to filter videos by category in the member portal so they can more easily find the video they are looking for.
Organization Call Log
You can now log calls from the organizations main page so you can track communication with your member organizations.
Enhancements
Job Posting Fees
You can now apply a different fee to post jobs depending on what membership category the member has an active membership in.
Member Benefits
You now have the option to offer member benefits to non-members. To learn more about member benefits you can click here
Enhancements
Contact Demographic access for Event Workshops
You can now grant access to event workshops via contact demographics.
Employee/Group Account report
We added the organization roles to the employee/group export
Enhancements
Continuing Education Update
We added the supporting documents to the education tracking page in the member portal so members can view the documents that they uploaded while submitting the activities.
Contact Demographic – List access
We added the option to give a contact demographic to a list that is created using the list builder. This is a great way to organize and group contacts.
Enhancements
Invoice update
We added the renewal dates to the membership invoices.
Continuing Education export
We added activity levels to the education reports.
Enhancements
Event categories
You can now create event categories to better organize your events and they can be shown as different colors on the event calendar. To setup your event categories go to the event setting page and click on “event categories”
New list filter
You can now filter on date ranges on guests that registered and attended events during a period of time. You can also filter to find guest that registered for and/or attended specific event categories.
adding a renewal options when a collection period is still active.
CRM and Member portal login
We added the ability for you to see your password as you type it when logging into the member portal and admin CRM.
Impersonation? permission
We added the option so that admins with permission management can allow or not allow other admins the ability to impersonate contacts. You can find this new permission using the permission menu item on the contact record
?LMS course duplication
We added the option to duplicate an LMS course, you can find this option in the Course management page.
Enhancements
Ability to allow an answer to a form question to be shown as a link in the directory
In a directory form you can setup a question so the answer is a clickable link in the directory. To set this up go to to your directory form create or edit the question, click properties and click ON the option “display answer as a clickable link” save the question and publish the form. The answer will now show as a link and when clicked a new tab will open and take the user to the desired page
Adding photo file path name to the extended fields and analytics export
We added the photo file path to these exports so you can quickly access the files of the member profile photos
Education activities page
We add the start and end dates of courses to the activities page in the member portal so students can easily see the course dates.
Enhancements
Job updates
We added the option to make the salary mandatory when posting a job. To manage this you can visit Modules>Job Board>Job board settings>Job posting management and turn on the following option – Make Salary a mandatory field when posting a job?
Workspace discussion board search
The workspaces search function will now search the content of the discussion forums and return matching results.
Contact demographic update
You can now grant access to a group of contacts to your contact demographics. For example, you can automatically assign a contact demographic to anyone that has a specific membership, that means a contact that joins that membership will automatically be given the contact demographic. You can event set it up that anyone that is on a list from our listbulder feature will be given the demographic. To do this go to your contact demographic under Modules>Forms>Manage and open a contact demographic form, click the access tab and assign access to membership and or a list.? Always remember to save the form 🙂
Enhancements
Committees Export update
We added the job title to the committees export.
LMS course update
We added the ability for admins to turn off the option for students to unsubscribe from an LMS course. When you turn this function off, students will not be allowed to unsubscribe from their course.
Test and quiz export
We added the status and the test/quiz score to the test and quiz exports.
Shipping taxes
We added the option to choose what type of taxes, or no taxes to the shipping cost on store products.
New LMS report
We added a new report that will list how many students from each country have completed each course.
Enhancements
Copy email to clipboard
You can now click the copy icon to copy any contacts email to your clipboard from the contact record.
Employee welcome email
When sending an employee a welcome email with their credentials they will now receive the group welcome email that is setup in the membership category that they are being added to.
Oganization export
We now include the parent organization column in the organization export.
Contact list update
You can now see the date that a contact has last logged in to the member portal on the contact list view page.
Secondary contact on renewal
You can now hide the secondary contact option on the membership renewal form so a primary member will not be able to change or delete the secondary contact during the renewal process. You can do this from the membership setup under the application form menu item.
Enhancements
Adding information to invoices
You can now see the contacts email address and phone number on the invoices. Also, if the invoice is paid by credit card the last four digits of the card will show on the invoice.
Contact demographic export
We added the business address to the contact demographic export.