Templates and Mailshots section given a refresh

The templates section looks a little different and has several new features to help you find and manage templates: * Template summaries are now shown in the same “accordion list” style used in other sections. * You can filter the list on various properties, including text searching of names and content. * Vary the order of presentation. * Templates can now be assigned tags to help group and search them. * Email attachments now have their own distinct template type. Read More…

Booking payments: reconciliation and attribution

When reconciling bank statement transactions in Accounting Tasks, it is now possible to attribute a booking made through Cameo’s event booking form, or manually in the Reservations, Bookings and Attendance section, to a transaction. Because bookings are (almost always) linked to a membership record, reconciliation links the transaction to the membership record, as well as recording the event for which it was made. Read More…

Events: additional custom fields

Event bookings can have additional custom fields so that you can prompt for and collect structured information in the booking form that isn’t already built in to it. For example, consider an event that provides lunch: you can have boxes on the form for the customer to indicate any special dietary requirements and their drinks preference. Read More…