Two small changes to the Statements and transactions section in Accounting Info: (a) you can now display all the membership records mentioned in transaction references using a new link next to the download buttons underneath the statement; and (b) the text search filter now works like other filters: it displays just the matching results (within the original list of transactions), as you type. Read More…
Formatted text in reminder messages
Cameo now formats reminder messages using HTML (formatted/rich text). When you add a reminder message manually, you now use tinymce, the same rich text editor used elsewhere in Cameo. Messages display with formatting. Emailed copies of messages you subscribe to include the formatting too. Read More…
Template filtering and sorting extended
You can now filter templates by date last changed or date last sent (including ‘never’) as well as the existing filters by type, name, audience and tags. You can also now sort the list of templates by date last sent in addition to template name and date last changed. Read More…
Managing query parameters in forms
Query parameters now have their own button and box for controlling them when managing a Cameo form. Read More…
Booking form invitations
The booking form can now accept bookings by invitation via a personalised link. This means the contact details on booking are already filled in. The form also now has an option to limit bookings only to those with an invitation. Read More…
Unique custom fields
You can now add custom fields which can only have a unique value (that is, the content of the field is different in every membership record). Read More…
Formatted text attachments
Create and edit HTML (rich text or formatted text) membership attachments and file store files directly in Cameo. Read More…
Credentials for third-party financial services
A pop-up box, specific to each service provider, now collects credentials for accessing third-party financial services. These describe each item of information required separately and where to get it from. Read More…
Bank statement CSV import recipes
Recipes for translating bank CSVs for statement uploads are now added to bank account definitions as file attachments rather than in a large text field. The principle is unchanged. Just the way in which these are stored has been updated, to conserve memory. Read More…
Filters and tables tidy-up
Many of Cameo’s sections use tables to display the items they are concerned with. Some of these have filters at the top to find subsets of items according to various criteria. As these have been added at various times, while generally similar, they have not all been completely consistent. So, I’ve done some tidying up to bring them into line with each other and added a couple more filters – for events and forms. Read More…