A new section, member tasks → subject access request, provides automation for gathering together data to fulfil a GDPR subject access request. We keep the data as a formal record of the request. Read More…
The membership life-cycle
Managing the life-cycle of memberships, and the workflow involved, is one of the core functions of Cameo. This article looks at how these work. Read More…
Statistics comparisons
The statistics section on the library menu now offers:
• Counts of members joined in last three, six and nine months
• Comparison with previously saved statistics
Read More…
Most recent amendments
A collection of small changes provides more information about recently amended membership records. Most recent update time is now shown in the history section at the bottom of each membership record. You can use date searches with amendment dates. Read More…
Unique custom fields
You can now add custom fields which can only have a unique value (that is, the content of the field is different in every membership record). Read More…
How to make spreadsheet CSV reports (updated)
This article explains how to get a spreadsheet of selected data from a group of membership records as a CSV file. This is how you can do arbitrary reports and export data from Cameo. Read More…
Store social media handles, extra emails and phone numbers
Individuals in a membership record now have additional ways to address them: any number of additional fields for social media handles such as their Twitter name, and Facebook name, and alternative email addresses and phone numbers. (The personal phone number field has moved to the new scheme). You can search for handles, open their Twitter page (for example), substitute them in templates and make lists such as “all those with Twitter handles”. Read More…
Import membership records from spreadsheets
Reference guide to importing memberships from a spreadsheet. Read More…
Simpler spreadsheet imports
Importing membership records from spreadsheet files has been considerably simplified. It is now much more forgiving in its handling of spreadsheets and doesn’t rely so much on Cameo’s internal structure
• Character set encoding in CSV is now detected automatically
• Import direct from Google Sheets
• Import Excel .xlsx files
• Column headings are now familiar captions
• Case, space and punctuation in headings and some fields is ignored
• Example proforma spreadsheets
• Column headings for multiple individuals’ fields can just be repeated
• Error messages refer to spreadsheet row number
• Mark rows and columns you don’t want to import
• More information about what went wrong
• Fix some problems on the fly
• Dates, currency, yes/no values and names can be entered much more flexibly.
Read More…
Dismiss search results short-cut
For convenience, Cameo Version 9 includes the existing search results filter buttons to remove the selected result or remove all other results at the top right of the membership record display, so you don’t have to open the filter bar. Read More…