Cameo has an update to its integration with card-payment provider Stripe. This presents the form to collect card details in a slightly different layout. Read More…
Event bookings: file attachments
Additional custom fields on forms that use them all now offer file uploads. This includes the event bookings form. You can also attach files to bookings manually. Read More…
Questions form: anonymous submissions and file attachments
Cameo’s questions form type can now collect:
- anonymous submissions (always, optionally or never for any particular form)
- file upload (required or optional) as a type of question, reflected in attachments to the responses
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…
The contact form and people already known
Forms made from Cameo’s contact form type now spot when someone who fills in the form is already known to you (by email address). New form options let you decide what to do when this happens. 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…
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…
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…
Reporting on fundraising campaigns
Cameo can now automatically attribute payments made through its payment form to different categories from its hierarchical chart of accounts. This means that you can reconcile income from different fundraising campaigns, for example, to different accounts. That in turn means you can produce a financial report breaking down donations from different campaigns. This article gives an example of how this works for fundraising campaigns. Read More…