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…
Forward emailed unsubscribe requests
When automated email requests to unsubscribe from a list are received (usually sent when someone clicks an unsubscribe button in their email app), you can now forward them to Cameo for automatic processing. Send them to Cameo’s inbox email address with +unsubscribe or +u appended (or in include +unsubscribe in the subject line). Read More…
Subscribe to daily summary of questionnaire/petition responses
To be sent an email summary of any responses to questions forms (for petitions, questionnaires, consultations etc), subscribe to the tag ‘QuestionnaireResponses’. Subscribe either in your profile or by clicking the tag in any similar message that has already arrived, in Reminder Messages on the Library menu. Read More…
Store social media handles, extra emails and phone numbers
Individuals in a membership record now have additional ways to address them: any number of additional fields for social media handles such as their Twitter name, and Facebook name, and alternative email addresses and phone numbers. (The personal phone number field has moved to the new scheme). You can search for handles, open their Twitter page (for example), substitute them in templates and make lists such as “all those with Twitter handles”. Read More…
Xero bank feeds
Cameo can now piggy-back onto Xero automated bank feeds. Xero is a business accounting service which can now use the UK’s Open Banking initiative to obtain bank statement transactions from any bank that offers them. Once Xero has obtained the previous day’s transactions for an account, Cameo can fetch these from Xero so Cameo’s bank accounts can also be kept up-to-date and in sync with Xero. Read More…