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…