Below are details of the main updates rolled out this month.
Where applicable, a task ID has been added in green for reference.
Admin Portal
General
Improved the way the system handles updating the user token when logged in and idle for 10+ minutes.
This will resolve the issue some users have with returning to the Admin Portal and attempting to load a section and the page returning no data.
Committees
Committee Meetings
Added an option Meeting ID and Meeting Passcode for virtual events.
Donations
Filtering
Donations can now be filtered based on the date and frequency of the donations, as well as if Gift Aid was selected.
When using the donations filter, the export option will only export those returned donations.
Performance
Reduced the time taken to retrieve donations on the main Donations lists.
Donation Details
- Updated the layout when viewing an individual donation to better group the donation information
- Updated the transactions functionality to allow for adding, amending and deleting transactions (dependent on the transaction type/status)
Events
Added a new option in the Event Options in an event called Send booking confirmation PDF in email.
Please see this article for details.
Virtual Events
Added an option Meeting ID and Meeting Passcode for virtual events.
If added these will be displayed to the member once they have made a booking, as well as on the booking confirmation email.
Members
Members List
The Date of Birth field now displays the age, in years, of the member.
Segments
When viewing a segment there is now an option to view what query defines that segment, which can be useful to understanding if the results returned match what is expected.
However over the ℹ️ icon to view the details.
The same functionality has been added to the Manage Segments page.
Organisations
Segments
When viewing a segment there is now an option to view what query defines that segment, which can be useful to understanding if the results returned match what is expected.
However over the ℹ️ icon to view the details.
The same functionality has been added to the Manage Segments page.
Members Area
Committee Meetings
Updated the layout of the meeting details.
Events
Booking emails now correctly format the ticket price, transaction amount and booking amount to two decimal places, and if any of the above are 0 cost then, instead of £0, "No charge" is shown.
Updated the layout and logic for the event details and booking forms.
Orders
Order emails now correctly format the line item price, delivery cost, transaction amount and order amount to two decimal places, and if any of the above are 0 cost then, instead of £0, "No charge" is shown.
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