2022-07 Release Notes

Members Admin

Members Reports

The reports functionality for members has been updated. Reports can be generated for all members, as well as for individual members.

If you wish to have your reports amended (eg adding or removing fields) please contact [e-mail]

All Members Report

This report now contains all fields (such as those in Profile and Data tabs) and the members respective data (if any).

This is exported as a CSV format file, which can then be imported and used in Excel or similar.

This CSV report also contains any committees that a member was serving on.

This report can be generated from the main members list using the Export option at the top right.

Please Note: For those clients with large numbers of members ( 2000+) the report may take up to 30 seconds to generate as the system needs to run checks against members.

Individual Member Report

This report is exported in PDF format and can be generated from the individual members Summary tab using the Export PDF button at the top right.

This PDF report contains the standard fields (such as name, address, phone numbers), as well as Profile and Data tab fields if the member has data in those.

It can also be configured to show various other information, such as the Committees, Bookings and Donations that a member has made.

Members Area

Directory

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There is now an option to filter based on a members membership type/company status.

At present this is limited to membership type/company status, but will be expanded in the future to include more search filters (such as by age, location etc).

Please contact [e-mail] if the current membership type/company status filters needs amending (eg to remove a specific membership type/company status).

Login/Reset Password

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The login and registration pages have now been updated and provide a toggle icon to show the password entered.

 

Calendar

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Multi-day events now display on each day that the event occurs on, not just the first.