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.