12/27/18
What's New
- You can now configure a form selection set to put users into groups based on their selection. This will help streamline permissions for your members, and eliminate overhead for you as admin.
Fixes
- Check/reference numbers were not saving when offline payments were made on invoices. This was causing the transaction report to be incomplete. This has been fixed so the check number shows on the transaction report, as well as the line item on the invoice.
- We fixed a bug that was causing a new article to be created every time the save button was clicked on an existing article.
- Firefox was cutting off certain action buttons in the Contact Center. This has been fixed.
- Form section names with quotations were not displaying properly on the summary page. This has been fixed.
- In confirmation emails containing images, size adjustments were not saving properly. This has been fixed.
12/11/18
What's New
- In order to increase speed and performance in the Message Report, we adjusted the default load page to show Contact Center messages only, instead of all messages at once. We also made it so the filter choice is maintained when a user navigates away from the page.
- In the Calendar Location Manager, we increased organization and convenience by making events sort alphabetically by Title.
- For clarity under the Community section of the admin site, we have updated "Events" to read "Calendar of Events."
- In committee files, there was previously not a way to sort by the Description. Understanding this could be a more accurate file name for some users, we have added this sorting ability.
- Previously, only numeric characters were allowed in a check reference area. For more flexibility, check reference fields now support input for alpha and special characters.
12/4/18
What's New
- Enjoy renewal path ease with your org-level memberships! We've added the ability to configure renewal paths for Organization Member Types!
11/28/18
What's New
- You now have a way to merge two individual profiles with the new Duplicate Profile Management feature. Tidy up your database by selecting preferred information from two profiles, while maintaining invoice, submission and message histories from both profiles! Discover more details here.
Fixes
- When an organizational member type was created, the name was not able to be edited and saved. This has been fixed.
11/7/18
What's New
- To encourage simple, automated renewals for organizational members, we have expanded the auto-renew capability to Organization Member Types!
11/5/18
What's New
- In order to prevent fraudulent charges on forms, we have implemented captcha. This will only display after a failed transaction attempt.
10/31/18
Fixes
- Previously, additional guest registrants could not be added to existing form submissions. This has been fixed.
9/5/18
Fixes
- If an email address wasn't present when submitting a form's payment screen the system displayed a generic error message. It now specifies an email address is required to avoid confusion.
8/29/18
Fixes
- The undelete profile button and text on a profile's details page was partially hidden from view. This has been fixed.
- Directory search results that contained urls would sometimes display a broken format. This has been fixed.
8/24/18
Fixes
- The Transaction Report would not display records beyond the 10th page. This issue has been fixed.
- Directory search results that contained urls would sometimes display a broken format. This has been fixed.
8/20/18
Fixes
- When the QuickBooks account settings toggle was set to off, the transaction report export IIF button was not hidden. This issue has been fixed.
8/9/18
Fixes
- Editing a submission was not possible when a regular "state" field was on a form's general or events section. This bug has been fixed.
- When attempting to click into an import and view any row in the details column, the spinner would continuously spin. This has been fixed.
- Previously, certain "bounced" messages were not being displayed properly in our Message Report. This has been resolved.
8/8/18
Fixes
- Previously, certain "bounced" messages were not being displayed properly in our Message Report. This has been resolved.
- Previously, the "Remove My Email or Manage Preferences" opt out link in emails was not functioning properly. This has been resolved.
8/2/18
Fixes
- Previously, the "Remove My Email or Manage Preferences" opt out link in emails was not functioning properly. This has been resolved.
7/11/18
Fixes
- Form section names containing apostrophes weren't displaying properly on the summary page. This has been resolved.
7/10/18
What’s New
- Discount Codes for Memberships is here! Membership recruitment and renewals just got easier with the ability to offer discount codes for membership dues. This feature will work for both joins and renewals, and is easily configured in Form Builder. Discover more details here: https://help.memberclicks.com/hc/en-us/articles/230535567.
7/9/18
Fixes
- In certain cases, invoice reminder emails were not sending out. This issue has been resolved.
7/5/18
Fixes
- Organizational profiles were losing their primary phone designation. This bug has been fixed.
- Prospect profiles could be assigned a lapsed status through certain workflows. These have been addressed, and Prospect profiles should be not be able have a lapsed status.
6/28/18
Fixes
- When an admin would try adding a new guest during the edit a submission process, the information from the previous entry was being deleted. This has been fixed.
- Front-end attribute security was not working properly on individual member types with pricing based on selection set attributes. The profile owner attribute rules are now fixed and being honored.
- On some occasions, the "view this event" button when editing an event was failing to pull up the correct event. Additionally, the URL was displaying a hard-coded date. These issues have been fixed.
- On the admin side, organization and linked profiles were not showing "In Renewal Period" in the status when they are, in fact, in their renewal period. This has been fixed.
- A bug was causing event iCal files to display incorrect times. This has been fixed.
6/26/18
What’s New
- Previously, when members would view their own message history from their profile, they see the pre-merged fields in contact center messages rather than the accurate merged details. Now they will see the actual attribute values.
Fixes
- Previously, changes made to the from name and/or reply-to email in saved messages would not save. This has been resolved.
- Previously, certain directory searches would not appear in the site links window. This has been resolved.
- Previously, certain attributes for Organizational Member Types did not display on the front-end My Profile page. This has been resolved.
- Files with a pound sign (#) in the name were producing errors when attempting an upload through site links, media manager, attachments on forms, committees and profile photos. This has been fixed.
6/12/18
What’s New
- We've added the ability for admins to take forms on behalf of members directly from their profile. This will decrease the time and confusion required to complete form submissions on behalf of members.
Fixes
- In the new Transaction Report, refunds were only displayed when sale transactions were also included. This has been fixed.
- Some files uploaded to the Media Manager with spaces in their name will have broken URLs when linking to them. This has been resolved, but any remaining files will need to have the titles updated.
- Previously invoices could be paid multiple times resulting in over payments. This has been fixed.
- Chrome was giving users access issues on the committee files tab. This has been fixed so that the files tab on the front end is clickable, regardless of whether files exist there or not.
- Previously the Transaction Report would fail to load at times. This has been fixed.
5/18/18
What's New
- We've added 'password reset' emails to the profile message history to make it easier for administrators to confirm these emails were sent out when requested.
5/15/18
Fixes
- In iCal files, formatting for the location was presenting incorrectly; specifically, locations were shown with no spaces between lines of information. This has been fixed.
- Groups without proper permissions were able to view admin-only events simply by typing/copying the URL into a browser. This has been fixed so that permissions are properly respected on protected events.
5/14/18
What's New
- We are excited to announce some improvements to your Transaction Report experience, including a more user friendly interface; faster search processing; real-time applied filtering results; and sticky pagination (i.e., the system will remember that you prefer seeing 50 results at a time rather than the system default of 10 per page).
5/9/18
What's New
- We've added the ability to exclude auto-generated invoices with your renewal notifications. This will allow your renewal notifications to be distributed without an attached invoice.
- Previously, the "Site Links" pages throughout the product took significant time to load. We've improved this load time.
5/8/18
What's New
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Forms List has expanded with a better way to organize ever-growing lists of forms. Now, you can add, edit and delete labels for each of your forms, as well as filter forms by assigned topic for quick and convenient access.
5/3/18
What's New
- Contact Center saved messages can be assigned unique names (in addition to their subject lines). Additionally, when loading a saved message, the subject line and message name will populate automatically. Finally, when looking at your list of saved messages, you will now see each message's Last Modified data. These updates will enable you to easily use and organize your list of saved messages.
5/1/18
What’s New
- We added the ability to include the company/organization name for each MemberClicks transaction sent to MooLah and Authorize.net. The organization name from the profile will be included by default during payment, but can be overwritten or added.
Fixes
- Previously, standard admins would receive an error message when attempting to send a password reset email. This has been fixed.
- A bug was allowing alpha characters to be included in custom attribute number fields during profile imports. This has been fixed.
- Event permissions were not working properly, allowing individuals with a direct URL for an event to access information that should be protected. This has been fixed.
- The “Pay” button on an individual profile’s invoice tab was not working properly in Firefox. This has been fixed.
- Built-in fields that appeared on a customer admin profile tab, the set/unset as primary options were not working properly. This has been fixed.
4/17/18
What’s New
- We’ve added the ability to upload iCalendar (.ics) files into the Media Manager to easily add and share meeting requests and tasks.
- We’ve improved the edit submission workflow by displaying the submission price changes modal only if a price field was edited. Additionally, we are no longer defaulting an invoice or credit memo.
- Previously, when you attempted to email an invoice from the invoice list that did not have notifications enabled in the invoice settings, nothing would send. Now, the default notification will be sent.
Fixes
- An issue causing the Profile List to display incorrectly for those using Chrome version 65 has been fixed.
- Certain permission structures led to the Event List not loading properly for members. This has been fixed.
- Previously, new members and members switching member types during renewal were not seeing the auto-renew checkbox on a form when applicable. This has been fixed.
- When choosing the Pay Now option, form transaction line items were showing up in Moolah and Auth.net with 5 decimal points. This has been fixed so that now shows only 2 decimal places.
- When event descriptions included special characters, the text comes out in the iCalendar file as html. This has been fixed so that special characters render correctly.
- Previously, iCalendar entries that were repeating events were the only iCal files that included the full name and address of an event. One-time events were only including a portion of that address. This has been fixed.
- iCalendar exports were ignoring time zones for events, causing the incorrect time to show on a person’s calendar (e.g., an event set to Pacific time would not adjust upon export for a person in the Eastern time zone). Now, event times are exported correctly according to an individual’s time zone.
4/3/18
What’s New
- We’ve added the ability to resend itinerary email confirmations from form submissions in the admin profile view. You can now resend contact center, form confirmation and itinerary emails from the admin view of a profile.
- Previously, when a member locked themselves out of their profile after too many failed password attempts, there wasn’t an easy way for admins to unlock those profiles. Now, admins can easily unlock profiles from the profile view. Additionally, the profile will automatically unlock when admins reset the password or assume the users profile.
Fixes
- Previously, payment failure notifications were not being delivered for declined auto-renewal membership. This has been fixed.
- At times, invoices with multiple partial payments would not go into paid status after being fully paid. This has been fixed.
- Previously, when admins were taking forms on behalf of members, they could only edit the first option in a selection set with multiple checkboxes selected. Admins can now edit all selections within the selection set.
- Previously, the add linked profile search did not return results when using capital letters. The search will now display results regardless of capitalization.
- Previously, when using multiple words in a contact center recipient list search, no results were returned. Now, multi-word searches will display results.
- Previously, when taking a form as a new user, changing the invoice email address was not affecting where the invoice was sent. Now, if the email is updated in the Invoice Me section, that is where the message will be sent.
- Previously, front-end users were able to make partial payments using Moolah EFT. Now, only full payments are allowed (admins still have the ability to change the payment amount on the back end).
- In an event section of a form, the form taker was able to edit the Registrant Name field even if it was set to read-only. This has been fixed so that the read-only status is maintained and form takers cannot change the pre-populated text.
- Organizational profiles were losing their primary email address designation after email list settings were rearranged on the attribute management page. This bug has been fixed.
3/20/18
What’s New
- We’ve made it easier for admins to make an invoice payment! Now, instead of having to deep dive into an invoice to apply a payment, admins can pay an invoice from the invoice list and/or from the invoice tab within the admin profile view.
- In the instance of an organization having an event form with an optional membership section, there was often a perception that a form taker still had to choose a membership option. We added a “No, Thank You,” option so form takers understand they can continue their event registration without having to select a membership option.
Fixes
- Previously when attempting to save and add a new calendar event, an error message was displayed. This has been fixed.
- When a Forms List had no forms to display, the page was failing to load. This has been fixed, and now a "There are no Forms to view" prompt show upon page load.
- A bug was causing completed attribute fields on a membership form to not populate accurately in a member’s profile. This has been fixed.
3/6/18
What’s New
- We’ve improved your financial reporting process with the following new features:
- Ability to control debit and credit accounts on your Transaction Report exports instead of defaulted values.
- Ability to utilize QuickBooks classes when applicable for QuickBooks Desktop users.
- New reversal transactions that are automatically created for each line item when an invoice is voided. This allows you to seamlessly correct any existing transactions in your accounting system when the invoice is voided in MemberClicks. More information can be found here.
- You’ll notice a new look to Group Management, where the user experience is more intuitive and in line with the evolving look and feel of the MemberClicks product.
Fixes
- Previously, admins were unable to save and create a new event on the Community Calendar. This has been fixed.
- If a selection set contained a selection with an apostrophe and another with the word “class,” the selection set was not editable in the form builder. We’ve fixed this.
- Previously, when setting the default values for single-select selection sets in form builder, admins could choose multiple selections. This has been fixed so only one can be selected.
- When crediting an invoice using a comma in the dollar amount, the credit amount was inaccurate. We’ve fixed this.
- Sometimes admins would receive a warning message when attempting to create a profile search using an event name and date. The cause of this issue was identified and fixed so searches are executed properly.
- When renewal was occurring through a form, the default payment notification was being sent to the key contact rather than the notification customized for the member type. This issue has been fixed.
- A system error was indicating that Moolah EFT payments were broken. We discovered this was happening when the payment method chosen was Moolah EFT, but the original invoice was not set up to use EFT. We made some adjustments to make this process more clear and help admins avoid this mistake in the future.
- When an admin went to “Take This Form,” the Member Type column associated with the listed profiles was no longer populated. We fixed this so that member types appear next to profiles in the available list of form takers.
2/20/18
What’s New
- In our last release, we introduced the ability for administrators to override pricing when taking forms on behalf of other people. Now that we have a better workflow for onsite event registrations and other cases where discount codes had been used to increase a price, we are discontinuing the ability to set up discount codes that increase the price of a form line item. This change will simplify future improvements to both forms and the payment areas of the product.
Form pricing schemes that currently have discount codes set up that result in an increase in price will continue to work as they have been. This change only applies when saving updates to existing discount code schemes or when creating new ones.
Fixes
- We fixed an issue that impacted organizations with members enrolled in auto-renew with Authorize.net and who had previously switched member types.
- Forms that had been set to Published status from within the form builder were not always actually being changed to Published status. We fixed the issue so the status change is consistent.
2/6/18
What’s New
- We’ve improved how voided invoices are displayed in the PDF version. These PDFs will now display ‘Void’ at the top of the invoice.
Fixes
- We fixed an issue that caused mobile numbers to not be clickable in the directory.
- We fixed an issue that prevented paid invoices from being sent to multiple recipients. Prior to this fix, only one of the recipients received the invoice email.
- When new profiles completed a form which generated an invoice, the address information was not being populated on the invoice. We’ve fixed this issue so the address correctly populates for new profiles.
- Previously it was possible for administrators to lose profile edits if the edit button was clicked while already in the edit view. This is now prevented.
- When in the “Take this Form” modal in Forms List, a few columns were not able to be sorted. This has been fixed so all pertinent columns can be sorted.
- If a special character existed in the “From” field of a Contact Center message, it wasn’t rendering correctly when reaching recipients’ inboxes. We’ve fixed this.
- Pending e-list messages on the administrative side of MemberClicks were not being marked properly. We have fixed this so pending messages are marked with the appropriate check mark on the admin view.
- In Payment Management, when invoices were tagged, the counter was not reflecting the actual number of invoices selected. We have fixed this so the counter matches the number of invoices tagged.
- On a form, if you added a text box/area with default text in it, and that text contained an apostrophe, it would show up as “'”. This has been fixed so the apostrophe renders properly.
1/23/18
What’s New
- Administrators can now modify price fields when taking forms on behalf of other profiles. Note that editing does not apply to number-based pricing schemes (as opposed to selection sets).
- We’ve added the ability to resend contact center and form confirmation messages from the admin view of a profile. Administrators no longer have to leave the profile to resend these messages.
- Prior to this update, when a credit memo was settled, we sent the payment notification email from the associated invoice template settings. You now have the ability to send a customized Refund Settlement Notification email that will resonate more appropriately with the intended audience.
Fixes
- When required fields were left blank in event and linked membership sections of forms, an error message would appear, but the blank field was not easily identifiable. We’ve fixed this by making the blank field highlighted automatically.
- Renewal invoices for Member Types that are set to “offline payments only” could not be paid by credit card by administrators. We’ve fixed this so the "offline payments only" rule only applies to members.
- Previously, payments could be made against credit memo invoices. We’ve removed this ability.
- We've made several changes to improve email deliverability. The most important to note is that elist messages will now have the Sender field set as '@memberclicks-mail.net' rather than @orgid.memberclicks.net.
1/9/18
What's New
- Prior to this update, only the person submitting a form could receive a confirmation email with relevant details. You now have the ability to send a unique email to each registrant containing their individual event itinerary.
- When uploading a file to the Media Manager that matches an existing file name, administrators now have the option to replace the existing file or to upload the new file with an amended name.
- We’ve replaced the drop down options in renewal notifications with an input box where administrators choose the timing of the notification down to the day. Administrators are no longer limited by the options within the drop down menu.
- The footer of invoice templates now support merge fields, allowing administrators to personalize the information in this area.
- Administrators can now see when a profile is eligible to renew. Profiles within their renewal period will have the indication next to the status.
- Offline Credit Card payments are now included in the Payment Type filter by default.
- We’ve updated the actions toolbar in the Invoice List to streamline payment management.
Fixes
- When Member Type dues were based on a number attribute, any character could be entered on a form. If any non-number character was entered, the form submission resulted in no charge. Now, only numbers can be entered.
- Addresses with special characters previously did not display correctly on invoices. Now they do.
- Occasionally, the drop down menus in the HTML editor would stick in place when editing emails. This no longer happens.
- We fixed several bugs that impacted the display of forms on mobile devices.
- We corrected an errant comma in the location section of calendar event details.
- The credit card types presented to people submitting payment did not match the options configured in the payment processor. Most commonly, payment processors that were not configured for Amex were still displaying Amex as a payment option. We now only display the credit card types configured in the payment processor setup.
- We resolved errors that could occur when searching, tagging and contacting profiles from the registrant list.
- Previously, profile notes could appear to stick when navigating from one profile to another, making it appear that the same note had been applied to multiple profiles. We’ve fixed this display issue so the note only appears on the profile with which it’s associated.