* Cameo’s questions form (for petitions, surveys, consultations and questionnaires) now has an option to show the number of responses received so far, as a number or a bar. * member info → questionnaire and petition responses now prominently includes the number of responses from a form * Map responses can now be displayed as a heat map as well as individual point plots.
* The number of responses plotted on the area of the map you can currently see is shown underneath the map. Read More…
New member summary notifications
Cameo now bundles notifications about new members, new contacts, renewals and amendments into a summary, three times a day, rather than notifying them individually. Read More…
Making and reporting on regular donations
Cameo’s payment form type now offers regular as well as single payments (for example, to support regular donations by direct debit). A new subsection in search more → donations lets you compare donations over time, sub-divided by regular and one-off. To accommodate this, in accounting tasks → reconciliation you say whether a donation is regular or one-off, so Cameo can attribute it correctly. Read More…
Info
Click on either box with the logos above the main menu to get a panel of useful information about you, Cameo and your organisation. This includes a list of your recent activity and a feedback form (optionally including a screenshot). Read More…
Booking summary improvements
You can now display a booking summary manually, as well as in scheduled notifications.
Daily booking summary notifications (or to your schedule) now clarify information about season tickets. Read More…
Simplified incoming renewals
In renewals → incoming renewals: * Cameo now detects the need to Confirm Renewal automatically. That button no longer exists * Direct renewal (to deal with renewals made outside the renewal form) no longer exists. Cameo now lists all renewals explicitly * You can choose whether to send the renewal confirmation email immediately or add it to pending email. Read More…
Bank account “confirmation of payee” name
Bank accounts now include a field you can set to provide the Confirmation of Payee name on your account. In forms that that take payments, the form substitutes this into messages letting the customer know where to make the payment to. This means you only need to provide this information once, not in every form that may need it. Read More…
Gift Aid reporting by months
The Gift Aid report for reclaiming tax, generated from accounting info → gift aid declarations, now lets you request an arbitrary number of months-worth of donations. This means you can claim quarterly, for example. Read More…
Introducing accounting and trading
In this significant update, Cameo now offers accounting and trading. Accounting means book-keeping: the ability to record and attribute transactions to different account categories and report on them. Trading means preparing paperwork for invoices, purchase orders and quotations, receipts and expenses, sending them, paying for them and accounting for them afterwards. A new form for merchandise sales will also follow soon. There are lots of new articles about these, summarised here with links:
∙ Book-keeping and reconciliation
∙ Trading documents
∙ New form: invoice
∙ Payment form update
∙ Reporting on fundraising campaigns
∙ Bank statement updates
∙ Inventory and stock
∙ Receipts and expenses claims Read More…
Receipts and expenses claims
Cameo’s new trading → receipts and expenses claims section provides for: * uploading and storing receipts * attaching them to associated transactions * submitting an expenses claim. Read More…