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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