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…
Memberships due for renewal at the same time every year
Cameo now supports membership types which all expire on the same day each year. Someone who joins part way through the year only gets a partial year’s membership. You can also arrange that they get an extended rather than limited membership if they join close to the renewal date. Read More…
Subject access requests
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…