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…