The templates section looks a little different and has several new features to help you find and manage templates: * Template summaries are now shown in the same “concertina list” style used in other sections. * You can filter the list on various properties, including text searching of names and content. * Vary the order of presentation. * Templates can now be assigned tags to help group and search them. * Email attachments now have their own distinct template type. Read More…
Table builder in template editor
The original button in the template editor toolbar to insert a table has been replaced by a more comprehensive table builder. This provides much finer-grained control over size and appearance of tables than the tinymce editor default. Read More…
Events: communicating with attendees
You can use lists and templates to keep in touch with people who have attended or booked for events. Tickets, lanyard badges and attendance lists also use the same mechanism. Read More…
Tables in stationery and templates
When merging membership data with letter templates, it is now possible to generate tables of record data (one table row for each membership record). This adds to the existing methods of paginating stationery: letters (one or more pages for each membership record) or labels (one or more boxes on the same page for each membership record). Read More…
Terminology change: “services event” is now “services task”
Because “events” are coming to Cameo soon, in the sense of things that you can book tickets for, the use of the phrase “services event” in templates – meaning to prepare a message from the template when something happens in Cameo, such as enrolling a new member – is likely to be a confusing clash of terminology. Therefore this has been re-named “services task”. Read More…
Enrolment templates
Enrol New Members now offers a second, optional, letter-only template to produce additional correspondence on enrolment. This is to support enrolment workflows which need both email and postal correspondence (previously only one or the other was possible). Read More…
Text box controls in stationery
Some bug fixes for the recently introduced fixed text boxes in the stationery editor. Read More…
Template substitutions can now be made into email header boxes
If the text caret is in (it “has focus”) an email header box in a template (e.g. the subject), then the editor’s Substitution menu will now put the chosen substitution into that box, rather than always into the main content. Read More…