Release Notes
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.
Enhancements
Schedule email campaigns
You can now schedule your email campaigns to send at a specific time of the day. To learn more please read our knowledge base article here – https://helpdesk.member365.com/hc/en-us/articles/13770095890324-How-to-Schedule-an-Email-Campaign
Donation recognition on landing page
You can now show the donation recognition note on the donation landing page.
Contacts view page update
You can now see the date a contact was added to your database on the contacts view page.
Email campaigns reports and analytics page
We now have a statistic for unique clicks in the analytics page for an email campaign.
Enhancements
Invoice footer update
You can now manage the contents that show in the footer of a downloaded invoice. ?You can go to the financial settings to manage this.
Store order pending processing report
We added the name of the contact to the order pending processing page so its easier to know who purchased the product.
Revenue report and journal entry export
You can now choose the date format on the exports in the revenue report and the journal entry.
Employee/group account alert
You can now be alerted when an employee/group account is added and/or removed. To do this go to the membership settings, overview menu and turn on administrator submission notifications and check on the option for ?new seat created? and ?group seat removed?.
Fee category in the member portal
You now can allow the member of a membership that has fee categories to edit their fee category in the member portal. To turn this on, go to the settings of a membership that uses fee categories and go to the fees page and turn on the option to allow the member to change their fee category in the member portal.?
Organization fee pricing
We have added a new fee structure to individual type memberships called organization pricing. When this is used the member will pay a different fee based on their organizations’ membership status. You can find this fee structure in any individual membership under the fees and payments menu item.
Enhancements
3.1.37-F (2022-11-24)
LMS CREDITS Smart tag
We have added a smart tag to pull the credits into certificates that are earned when competing an online training course. The tag is called LMS_CREDITS and can be found when creating or editing a certificate.
Unique signup form report
We created a report that will show all the contacts that were created by a sign-up form. You can find the report by going to the reports and analytics under email campaigns and clicking the unique sign-up button on the top left of the page. ???
Fee category in group membership report
We have added the fee category to the employee/group membership report. You can access this report by going to Reports>Membership>Employee/group accounts report.
3.1.37-E (2022-11-09)
Mandatory description to new activity submissions
We added the option to make the description of an activity a mandatory field when a user adds a new activity from the member portal. To turn this function on you can visit modules> education> settings> activities configuration and look for the option – Make the activity description mandatory when a user submits a new self reported activity
Mandatory supporting documents to new activity submissions
We added the option to make supporting documents a mandatory requirement when a user adds a new activity from the member portal. To turn this function on you can visit modules> education> settings> activities configuration and look for the option – Make supporting documents mandatory to submit new activities?
Membership questions when denying a membership
We now still show the membership questions and responses to a denied membership. You can see the responses on the membership (MMS) page of any contact that has a denied membership and a form is attached to the membership.
3.1.37-D (2022-10-26)
Test email delivery speed improvements?
We made an update to send test renewal emails faster so you will receive them without waiting.
3.1.37-C (2022-09-27)
Member portal speed improvements
We made some improvements to the speed of the member portal when logging in and impersonating a contact.
3.1.37-B (2022-09-22)
List access to LMS course
We added the ability to grant access to an Online training course via a list. You can manage this feature by going to any course, click the access tab and select the list access option.
Changing invoice opens
We now open a new tab when viewing an invoice instead of downloading the invoice. This will allow for faster viewing of your invoices.
3.1.37-A (2022-09-12)
Employee/Group and store product pricing
We made an update that will apply member pricing for employee/group accounts when buying a store product.
Track email opens on invoices
We now track if a contact opens, and invoice and you can see that by viewing the invoice and looking for the line item that references the email have been viewed.
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Enhancements
Improving email that is sent when a store product is purchased
We have updated the email that admins will receive when a store product is purchased. You can now see the invoice and what item is purchased in the email.
Event registration modification email?
We improved the email that a guest receives when they withdrawal or make changes to their event registration.
Committee file categories
We added the ability to add and remove file categories in committee workspaces.
Master committee export
You can now export all your committee information in one export from the main committee page.
Directory speed improvements
We made some improvements to increase the loading and searching speed of the member portal and public directories.
List builder improvements
We added the ability to filter people that are registered to events and marked as attended as well as those registered but not marked as attended.
Continuing education SmartTags
We added additional smart tags to the continuing education emails. You can now include smart tags that will show the following – the number of credits left to earn in the collection period, the number of credits that the contact has earned in the collection period and the number of credits the collection period needs to be successfully completed.
Enhancements
Purchase order update
You can now add purchase order number to all invoice types and search for the purchase order number from the main invoice page. The purchase order number has also been added to the revenue report export.
Member portal login page
You can now add additional messaging to your member portal login screen. To add or edit this information you can go to configuration>Member portal>Member portal login page. The information added here will display on the left-hand side of the member portal login page.
Event registration form settings
You can now collect organization name and job title during the event registration process, and you can make these fields mandatory to register for the event. To adjust these settings, you can got to the event setup and click the settings tab.
Audit log for invoices
We have added an audit log to all invoices. The log will appear below the invoice and track all the activity that takes place with each individual invoice.
Viewing invoices
You can now access the invoice from the purchase history on a contact record as well as download it. Clicking the invoice number will open the invoice in a new tab for you to view and manage. You can click the print icon to download and view the invoice.
Enhancements
Member Portal
We made some updates to improve the speed of the member portal. ?This includes logging in and impersonating contacts from the CRM.
Main Search improvement
We increased the number of returned results in the main search function so you can more easily find your contacts.
Contact Record
We updated the main contact record page, so all the options are open by default so you can more easily see the details of the contact.
Test Type Form Update
You can now create a test and in the process of grading the test the admin will have the option to provide feedback to the student by uploading a document. The document will appear in the test results in the member portal.
Additions
File Library file types
You can now add MP4 files to the file library to share your most recent videos.
Organization name smart tag
You can now use a smart tag that will pull the organization name associated to the contact into your membership certificates.
Telephone call log
We added an export to the telephone call log so you can access all the details from your telephone log report.
Email campaign report
We added a delete option to the email campaign reports and analytics page so you can remove any unwanted historical data from your past email campaigns.
Membership record update
You can now see if a membership is pending review directly from the main contact record. This will make it more obvious that a membership needs to be reviewed by an administrator.
Video library
You can now choose which membership categories will have access to specific videos and choose to hide them for other membership categories. By default, all categories will have access to the video and you can remove categories by unchecking the appropriate box. You can also choose to show videos to non-member or hide them,? by default non-members will have access to the videos.
Directory update
You can now create a directory that by default will display all contacts that you set to show in the directory and the user will have the option to opt out of the directory from the member portal directory settings page.
Enhancements
Workspace Permissions
We released an update to fix workspace permissions to ensure that the correct people have access to the workspace. To learn more about workspace access you can read this article – https://helpdesk.member365.com/hc/en-us/articles/360062372991-Getting-Started-Workspaces
Logging sending of renewal reminder
You will now be able to see when a contact has been manually sent a renewal reminder from their contact record. The logging is available in the additional information on any contact.
Employee accounts certificates in the member portal
You can now decide to give employee (group) accounts membership certificates that will be available to them in the certificate area of the member portal. Within the group membership settings, you can go to other settings and the membership certificate area and decide to turn on the option “Do you want group accounts to receive membership certificates?”.
Server Upgrades
We made some updates and enhancements to our AWS servers for improved speed and performance.
Additions
Membership change log
You can now see if an inception date and the membership status was changed on a membership record in the additional information area.
Enhancements
Server Improvements
Multiple improvements have been implemented to improve the speed reliability of the software.
Enhancements
Store Products Page
We improved the loading speed of the store products page.
Learning Management Improvements
We added a search function to the course page and the enrolled courses in the member portal so you and your members can find the courses more easily.
Event Improvements
The most recent events will now show at the top of the manage and reports page.
Role Management Improvements
When editing or adding a role you can now see a dropdown list of contacts to choose from. The list will show any contact that has the organization associated to their contact record.
Enhancements
Social media links in the Directory
If you are displaying social media links in your directory the links will now show on the main list within the directory and uses no longer have to click the directory card to view the links.
Form Response Export
We improved the from response export and you can now export larger data sets for memo and text type questions. Previously the export was cutting off data if the responses was too large.
Event checkout Improvements
If a user attempts to continue an event registration without choosing a ticket they will now receive a message to choose a ticket before continuing. This will improve the user experience while registering for an event.
Form responses Administrator email
The email that is received by administrations when a web form is completed was not showing the responses that were within an iterator. The responses will now show in the email.
Additions
Email campaign analytics
We added the name of the lists that the email campaign was sent to so you can easily see the audience that received the email campaign.
Logging changes to renewal dates
We now track any changes that an admin makes to the renewal date on membership record. You can see the changes made in the additional information area at the bottom of the contact record page.
Added fonts to Email campaign
We have added the following fonts to the email campaign builder, the fonts are – Oswald, Circe and Lato.
Additions
Event search improvements
We improved the event search function to return more accurate results.
Event attendance printout
You can now printout an attendance list of your event guests. To do this visit the event reports page, click on the attendance tab and click Attendance PDF.
Revenue report speed improvement
We made improvements to the revenue report export so the data will export quicker.
Directory speed improvement
We made improvements to the directory so the page will load faster.
Additions
Event certificate smart tags ?
You can now add the event location to your event certificates to show the location of the event.
Video Library
The video library will now show all videos by default when a user views the video library.
Secondary Contacts
You now have the ability to hide or show the secondary contact form in the member portal. You can change this setting by going to contacts>settings>profile control.
Invoice Search Improvements
You can now search for an invoice by organization name from the Financial>invoice page.
Event Registration Alerts
You can now receive email alerts when a event registration is made. To set this up, open you event settings and go to registration>administration alerts and enter the email address that you want to send the alerts to.