Email availability for multi-person memberships

Two new features are available to help target email effectively: (a) a miscellaneous search for multi-person (household) current memberships which can select those with email addresses for everyone, for just some of them, or no one, and (b) a conditional substitution {if: missing email} with which you can insert text in your template when any individual is missing an email address. Read More…

Easier searching for members matching multiple criteria

Occasionally, you need to locate people by multiple criteria. For example, they both live in some area and they joined before some date. The refine search controls provide this, but they’re a bit long-winded for this case. So now, there’s a short-cut: the different kinds of searches in the Search More menu have tick-boxes to do this particular narrowing down of results directly, by searching only within the results already found rather than the whole database. Read More…

Contact categories: improved ‘welcome’ and ‘search more’

To make it easier to limit welcome messages to those contacts that require them, and to search only some kinds of contact, contact types are each now placed in one of four categories: supporter, stakeholder, customer or representative. This replaces three separate settings for contact types: ‘Representative’ tick box, ‘Exclude search’ tick box and ‘Bookings’ Read More…