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Set default fields display

Version 22.8.2

Set whether or not default fields are displayed and/or required for Membership Types, Event Registrations and the Online Shop.

See the User Guide for details on how to set default fields:

Archive profiles

Version 22.7.1

The Archive Profiles facility allows customers to deactivate and store profiles without completely removing them from your database so they don’t contribute toward the total number of profiles that your monthly licence fee is calculated on.

Override membership renewal amount

Version 22.5.5

Occasionally you may need to override the membership fee that is set in the Membership Price Period. The Override Membership Price function allows you to do that at an individual profile level.

Add to calendar link for events

Version 22.3.4

“Add to Calendar” link created for event registrations. The link is made available to users once a registration has been completed and also on the confirmation email. See the User Guide for information.

Online payment information included in the invoices table

Version 22.4.1

The table on the View Invoices screen has been updated to include transaction details for online payments.

Manage Registrations export updated to include additional columns

Version 22.3.2

The Manage Registrations export has been updated to include the following columns:

  • Invoice number

  • Total amount paid (inc GST)

  • Invoice amount

  • GST amount

  • Payment method (card/invoice)

  • Delegate type

Synchronise invoice status changes from Xero to membes

Version 21.29

If the payment status of an invoice is updated in Xero, the payment status in membes can be updated automatically. See the User Guide for details.

Webcastcloud integration

Version 21.28

The Webcastcloud integration allows associations to create additional revenue streams by selling live and on-demand videos and events. See the User Guide for details on how to set up your integration.

Engagement dashboard

Version 21.23

A new Intel dashboard has been created to monitor engagement information such as logins, forum post and shop purchases.

View list of payment plans

Version 21.20

View and export a list of all current payment plans.

Export validated addresses

Version 21.19

Additional columns have been added to the Profile Data export which shows whether or not the address has been validated. If the geolocation software has validated the address you will see OK in the Home_Validated_Status and/or Work_Validated_Status columns in the export.

Applications pending approval filter

Version 21.18

A new filter that allows users to export a list of all membership applications pending approval has been added to the Profile Data export, it can be found on the Others tab.

Profile interactions export

Version 21.18

The Profile Interactions export has been updated so both Profile Interactions and Actions can be exported. Users can also now filter by the date an interaction was logged. For more information see the User Guide.

Sitemaps tool

Version 21.18

Create an XML or text sitemap that can be used to improve SEO, instructions available in the User Guide.

Dashboard widgets

Version 21.12

Users can customise the information displayed on the dashboard for each area of area of administration by selecting from a range of widgets. Instructions on how to configure and use the dashboard widgets are available in the User Guide.

Digital membership card

Version 21.11

Members can now download a digital membership card via their profile on the website, instructions are available in the User Guide.

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