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    Membership Management System (MMS) Updates Since August - December 2024

    Richard Scully • February 6, 2025

    System Changes/Improvements for week of 23 Aug - 4 Oct

    Elections:

    • Election Confirmation Emails are now sent to the voter.
    • Now allows for CKEditor (WYSIWYG editor) on all Election Questions.
    • File Archive:Mass-delete tool now shows file upload date, and no longer deletes files referenced by other records.
    • Projects & Committees:Added new configuration option to require minimum Committee participation during renewal.
    • When configuration option "Update File Date When File is Reuploaded" is enabled, includes an informative note below the file date field.
    • Event Registration:Added numeric field quantity information to event registration receipt.
    • Added sorting to transcript alternate layout to sort by date and time.
    • Member Database:Cross Reference-Allow parent to approve Pending Members.
    • Classified Ads:Added option to make paid ads free for members and added an extra custom verbiage spot.
    • Tour System:Added an option to show email from member record instead of tour record on output report.


    System Changes/Improvements for weeks of 11 Oct - 20 Dec 2024

    Member Billing:

    • Make 'expiring members'/'expiration date' reports visible for members who have subgroups with individual invoices.
    • Adjust config screens to check for AB payments as a condition to show surcharge options.
    • Dropped members can now have their last renewal invoice sent to themselves if they want to rejoin if the org allows for members to reinstate themselves.
    • Allow to filter by multiple member types in Paid/Unpaid Report.
    • Added a comma thousands separator for membership add-ons.

    Event Registration:

    • Save country as full name instead of abbreviation when creating member accounts from event reg.
    • Added notes column to all evt transaction report.
    • Added member number sequencer to event reg commit function if activation when paid only.
    • Added end date to display on booth map if it exists.
    • Added suffix attendee csv export.
    • Adjusted csv export to find other payment types attached to invoice.

    Message Boards:

    • Updated how opt in notifications are sent when messages are posting from app to mirror web functionality.

    Mobile App:

    • Added profile option to update username/pw. New member and prospect permission for app menu items.
    • Push notifications feature on mobile app now available for members to see their push notification history.
    • Donations:Track date when donation letter was sent and then display on Donations table.

    Call For Proposals:

    • Allow for a restriction on the number of scorers per submission using mass-assign in RFP.
    • Include title of proposal for screened rejection emails.

    Member Directory:

    • Use Contact email as from address when members send messages through directory contact form.

    Gift Membership:

    • Added an option to delete Gift Code Purchase Listings.

    Reporting:

    • The Member Count History report has had the column "Employee Count" renamed to "Tier Amount".


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