You can now control system preferences which affect workflow, available tools and appearance, in a new section in the admin menu. While these have always been present behind the scenes, there was previously no user interface for them. Read More…
Count memberships by type
A new section membership info → count by type lets you count up the membership records displayed on the right hand side. It lists the number of records (households) and individuals in those memberships grouped by membership or contact type, along with the totals. Read More…
Enrolled and cancelled dates
Membership records now include the date on which you:
* enrolled a member,
* cancelled a membership (either explicitly or on expiry).
You can use these in date searches. You can include them in correspondence and reports with a substitution. Read More…
Show examples of substitutions
When you select a substitution to include in a template you can now see an example of what that substitution will do. Read More…
Improved payment confirmation messages
You should find adding payment methods to forms that take payments easier with this group of changes.
We now set default payment confirmation messages in forms which take payments according to the payment processor they use. This makes it easier to set up these forms in the first place and harder to overlook where you need customisation. This applies to both what the user sees on the last step of the form, after payment is completed, and in any confirmation message sent by email.
We have introduced two new payment processors: Cheque and Simulate
You can now substitute organisation name and address into payment confirmation messages (particularly to make it easier to say where to send cheques).
The form editor now shows the settings (cog wheel) menu, for all forms, without the need to press a button to access it.
You can add more non-payment-specific text (common to all payment methods) to the confirmation step of all the forms that take payment. This means you can reduce the text in the payment-specific bits to the minimum, related solely to the payment method. Read More…
Additional form field information
When editing forms, you now see more information about additional form fields. This group of changes makes the relationship between additional fields’ names and captions clearer. Read More…
XLSX Excel format reports
You can now get XLSX format files from report templates, as well as CSV. This also allows you to say how the column should be formatted. Read More…
Using letter and PDF templates
Letter (and PDF) templates (Fig 1), along with separately-defined stationery, offer paper-like, paginated layouts for printing or attaching personalised content. Merge membership records with a letter/PDF template to produce pages (usually in a single document) for each membership you merge with. Read More…
New bank transaction feeds
GoCardless has launched a new product, rather unimaginatively called Bank Account Data. This provides bank account feeds for conventional banks via Open Banking (and similar services outside the UK). Cameo’s integration with Bank Account Data may help you automate import of bank transactions. Read More…
Cancel individual event tickets
Where an event booking is for more than one place, you can now cancel tickets individually, rather than the whole booking. Read More…