A new form type, called ‘attendance’, is available to let people check themselves in for an online event which they have previously booked for. Then it redirects them to the event’s web page.
Rather than provide people with bookings with the URL of the event location (on Zoom, Teams or whatever), you give people with the URL of the page on your website where the attendance form is embedded. That form acts as an intermediary to the actual URL. Read More…
Two new features are available to help target email effectively: (a) a miscellaneous search for multi-person (household) current memberships which can select those with email addresses for everyone, for just some of them, or no one, and (b) a conditional substitution {if: missing email} with which you can insert text in your template when any individual is missing an email address. Read More…
The Problem Email Addresses section in Library now has controls to re-order and filter its list based on email address, date, status and membership number. Read More…
A collection of small changes provides more information about recently amended membership records. Most recent update time is now shown in the history section at the bottom of each membership record. You can use date searches with amendment dates. Read More…
There is a new type of template for making reports and exporting membership records. Instead of producing an email or letter, this type of template produces a CSV file when merged with a suitable set of membership records as its audience. Read More…
Occasionally, you need to locate people by multiple criteria. For example, they both live in some area and they joined before some date. The refine search controls provide this, but they’re a bit long-winded for this case. So now, there’s a short-cut: the different kinds of searches in the Search More menu have tick-boxes to do this particular narrowing down of results directly, by searching only within the results already found rather than the whole database. Read More…
The Direct Debit Information section has moved from the Member Info menu to Accounting Info. Read More…
The former ‘Past Communications and Change History’ section in ‘Member Info’ now shows up as two separate sections, ‘Change History’ and ‘Past Communications’. Read More…
The one-off event form now provides explicit control over any template used to send booking receipts. Read More…
Cameo now offers a button in the template editor’s toolbar to customise a link to a web page embedding one of Cameo’s personalised forms. Read More…