Edit questions form responses

You can now edit, delete and augment responses to a questions form. This allows you to deal with things like: * remove spam responses, * remove duplicates, * add “office only” information to a response, for example notes and result of an application for something, * a respondent has second thoughts and contacts you to ask you to amend what they said, * a response was inappropriate or offensive, requiring redaction. Read More…

Questions form and responses improvements

* 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…

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…

New form: invoice

Complementing the introduction of trading documents (invoices, purchase orders and quotations), Cameo now includes a form type, invoice, for customer’s to access those documents using a personalised link. The link is typically emailed as part of sending an invoice quotation or purchase order. The new form type can be used for any or all of these: * See a summary of the document *
Download a PDF of the document for the customer’s records * Pay an invoice (e.g. by credit card) * Mark an invoice as paid, add an interim transaction to account for the payment, and send a notification to that effect * Accept a quotation (and send a notification to let you know) Read More…