This release introduces several enhancements to the action item and award management experience, including the ability to create awards and upload documents directly from the action item notebook. It also adds new permissions and fields across award notebooks and lists, improved search and configuration options for events and invoices, selectable grid cell text, and unsaved changes alerts for all notebooks.
This release introduces the new Saved Lists Manager, providing a convenient way to maintain and manage saved lists. It also adds major enhancements to action lists and action items, including configurable questions, instructions, and award tracking, along with a new Emails history tab in the Organization notebook. Additional improvements include updates to invoices, committees, and events, plus several bug fixes to improve stability and usability.
This release introduces powerful new automation and member management features, including the new Journeys tool, which allows users to set up automated emails and action items based on member activity. It also adds Groups as a flexible way to organize members around shared donation commitments without requiring a formal committee. Additional enhancements improve the checkout interface, email tools, and notebook views, along with several key bug fixes.
This release introduces a new Transfer Registration feature, allowing users to move cancelled registrations to another event with a streamlined workflow and audit trail. Enhancements across various modules include email history tracking for individuals, action item support for committee members, and improvements to the event cancellation process to support linked dues and invoices.
This release introduces enhancements across several notebooks, including expanded export and bucket functionality in the abstract and event modules, and improved web profile image uploads. Key updates also include improvements to events with additional options for applying programs, adding speakers, and handling substitutions.
The update adds features like the ability to delete saved Power Queries, an updated Duplicate Event interface, and a 'Print Invoice' button at checkout. It also has small user experience improvements to the Email Blasts, and event registration form. Bug fixes address payment issues and change log updates.
This version introduces "Dues/Subs/Dons" tabs in both the Committee and Chapter Notebooks to conveniently display subscription records linked to those entities. From the Product List and Notebook you can now adjust the product price when adding to the cart. Other updates include new columns like "Event Description" in the Events tab of the Individual Notebook and a new display type in the Web Profiles tab of the Event Notebook. Additionally, HTML editors now offer a maximize tool for a larger editing window.
This release brings valuable updates to enhance usability and efficiency. Reference Tables now support column filtering, enabling users to quickly narrow down data by applying specific criteria. The Email Blast Interface includes a new "Test Email" button, allowing users to send test messages to preview content before full blasts. Test emails replicate actual messages, including attachments and CCs, and are available for standard blasts from the individual list and notebook. In the Notebook Editor, "large number" formatting is now available for numeric fields, to allow display values with thousands separators (e.g., 1,000,000) for improved readability.
This release introduces new features like Event Web Profiles for flexible customization of event pages and a Manage Reference Data utility that allows non-admin users to manage certain data tables. A new Timesheet Manager enhances tracking of staff activities. Updates include enhanced intercompany logic in the Cart/Checkout Interface, new extended properties for companies, and improvements to list management across donations, memberships, and subscriptions. Additionally, several UI and performance enhancements address email attachments, invoice fields, and general system usability.
This release introduces new features like bulk sending of "Pay Now" emails and a "Terminate Committee" function that brings convenience and automation to the process of closing a committee. Additionally, there are updates to the Email Editor with a new setting to disable AI features, enhanced export options for committees, and improvements to invoice management settings.