New Release - MemberSuite 2.7

by Kay Cavender 12. March 2013 10:14

 

Last night, we released MemberSuite 2.7 and added some much-requested features and functionality:

  • New Module – Accreditations – Now, you can track an entire accreditations process through MemberSuite, including site visits, evaluations, reports, appeals, and complaints
  • New Module – Legislative Affairs – you can now keep track of legislative issues and bills important to your organization’s mission. MemberSuite will also track legislators and legislative districts, and integration into popular grassroots systems will let you automatically place individuals into the proper legislative districts and tie them to their local congressional members
  • States/Countries as dropdown lists – you can now opt to display states & countries in the address fields in MemberSuite as dropdown lists instead of text boxes. To do this, go to Setup -> CRM and change the dropdown setting
  • State/Country cleanup – you can now easily clean up non-standard states/countries in your database from the CRM home page
  • Support for awards – we’ve added the formal idea of an Award, along with award recipients and award periods. This compliments the competition functionality already present in the awards & competitions module
  • Sage BusinessWorks accounting integration
  • Record Explorer – from any 360 screen, in the Security tab you can now view all fields on a record by selecting View in Record Explorer
  • Ability to see all searches in MemberSuite, not just the basic ones

In addition to these highlighted improvements, we made more than 30 bug fixes in this core release.

Best,

MemberSuite Product Team

 

Tags:

Blog

MemberSuite R5 Release

by Kay Cavender 11. December 2012 17:20
We released version 2.5 of MemberSuite on Friday night. In addition to a bunch of bug fixes, we introduced the Beta version of a new module - Discussions. Release notes below:

Bug

  • [MS-2797] - When a member renews, deferral schedule based on payment date not revenue recognition date.
  • [MS-2838] - Error when merging individuals
  • [MS-2937] - System extends membership expiration dates by two years.
  • [MS-3032] - Ticketed events do not allow individuals to register twice.
  • [MS-3273] - Unable to add drill down fields to the chapter directory.
  • [MS-3320] - Reference fields are not saving data in MemberSuite
  • [MS-3326] - Special prices on relationship fields are not working
  • [MS-3328] - Editing an Exhibitor in Exhibit Show 360° Displays an Error
  • [MS-3333] - Manage Configuration Settings in Sandbox doesn't have edit option (pencil icon)
  • [MS-3337] - Need to be able to create Configuration Settings for Membership Statuses
  • [MS-3338] - Misspelling of "Membership" When You Create or Renew a Membership
  • [MS-3343] - When assigning a custom entitlement to a product the system only refreshes.
  • [MS-3346] - Unable to delete exhibit shows
  • [MS-3349] - Screen stays on entitlement save screen after saving.
  • [MS-3358] - Telerik WYSIWYG control is timing out when accessing Image Manager
  • [MS-3362] - Membership Dues product is not longer visible after making update to price
  • [MS-3365] - Unable to browse document folder in the console or portal.
  • [MS-3366] - Concierge Stops logging to Papertrail
  • [MS-3370] - Donation Link Not Working on Portal
  • [MS-3375] - Payment went through in MS on a failed order
  • [MS-3376] - Can't Edit Exhibitors
  • [MS-3379] - Outlook Integration Activity TIme
  • [MS-3429] - If you create a Members Only HTML Portal Link and copy the link into a new browser you can still access it

Improvement

  • [MS-3257] - Only allow sandboxes to be created to the sandbox DB instance

New Feature

  • [MS-2351] - Discussions Module

Tags:

Blog

MemberSuite 2.4 Release

by Andrew Ryan 8. November 2012 12:09

Last night, we released MemberSuite 2.4, with the following fixes:

Release Notes - MemberSuite Issues - Version Whistler R4 - 2.4

Bug

  • [MS-1793] - New sandbox associations should be created in sandbox mode
  • [MS-2458] - When a quick search or find has only one result, just display that 360 screen
  • [MS-2941] - When Pro forma renewal invoices? is set on a membership product, renewal invoice is not proforma
  • [MS-2985] - Cannot mass assign entitlements
  • [MS-3006] - When trying to edit an opportunity you cannot get past the type selection.
  • [MS-3062] - Event Registration Question not saving the info
  • [MS-3129] - Data Loader/Schema failing to loading List datatype fields
  • [MS-3230] - Can't create due/to from business units
  • [MS-3251] - Unable to edit membership dues product when no membership types existing in the specified membership organizatoin
  • [MS-3253] - The back to console and customize this page link is missing from all custom portal
  • [MS-3254] - Inappropriate configuration in the Data Loader Client Install
  • [MS-3269] - Can't Select Page Layout When Creating Portal Form for Custom Object
  • [MS-3280] - The option to sign up for different membership organizations does not show up in the portal
  • [MS-3293] - Custom FileUpload control bug
  • [MS-3300] - Error when editing Proration Tables
  • [MS-3303] - Deleting a record from an Event Waived list
  • [MS-3304] - Unable to add new one-clicks via XML metadata
  • [MS-3314] - When changing the name of an association, the name does NOT change on the main dashboard
  • [MS-3316] - Session Descriptions in the Portal
  • [MS-3321] - Primary organization business card display is not triggered upon bulk upload.
  • [MS-3325] - List data type with multi select list boxes will not be searchable, or show up in excel output unless the record is saved.

Improvement

  • [MS-3272] - In A/R Summary and Detail reports, add the option to include Pro Forma Invoices
  • [MS-3317] - Show Session descriptions in the portal

New Feature

  • [MS-3171] - Support for invoice types
  • [MS-3223] - Ability to track abstract submitters
  • [MS-3236] - Support for a speaker database
  • [MS-3237] - Ability to set membership type restrictions on open committees
  • [MS-3238] - Meeting Logistics Support
  • [MS-3270] - Ability to set different cash accounts for different payment types
  • [MS-3271] - Ability to convert an abstract into a session automatically (and link them)
  • [MS-3288] - Support for member pricing on event registration fees

Tags:

Blog

MemberSuite Spring '12 is Released!

by Andrew Ryan 6. May 2012 06:14

Everyone,

I'm excited to announce the full release on MemberSuite Spring '12! The final, complete release notes are listed below. 

Thank you to everyone who participated with feedback, testing, and thoughful ideas to make this release a success. On to our Summer '12 release! 

-Andrew

 

Release Notes - MemberSuite Issues - Version Whistler

Bug

  • [MS-340] - When applying a credit, breakdown is off when credit balance amount used is more than invoice balance owed
  • [MS-385] - Revenue recognition for memberships should start on the date of the membership
  • [MS-832] - When refunding a payment, an error occurs
  • [MS-1089] - When attempting to refund, system complains about an overpayment account
  • [MS-1164] - User should not be able to "unpost" batches in a closed fiscal period
  • [MS-1238] - When created by/last modified by is a portal user, the name of that usaer doesn't show up in 360 or searches
  • [MS-1243] - Can't cancel an order when a related invoice is in a batch that's been posted
  • [MS-1496] - All electronic refunds/credits should be added to daily batch
  • [MS-1523] - Bank Reconciliation report does not factor in refunds
  • [MS-1524] - Confirm proper behavior when cancelling orders
  • [MS-1632] - Weird behavior when adjusting invoices
  • [MS-1747] - Ability to add notes to invoices, refunds, orders after batch has been posted
  • [MS-1757] - When adjusting an invoice, removing a line or clicking "Add More Lines" clears all lines out
  • [MS-1777] - Recieve payment not allowing new addresses
  • [MS-1803] - Authorize refunds have no names attached to them.
  • [MS-1851] - Partial refund errors.
  • [MS-1902] - Investigate adjustment issue
  • [MS-2011] - When processing a refund, refund added to monthly batch by default
  • [MS-2096] - When trying to process a refund, the amount is not filling in, and does not allow change.
  • [MS-2158] - If a payment is in a posted batch, user is unable to refund the payment
  • [MS-2195] - Remove Use From/Through from Credits screen - no longer applicable
  • [MS-2201] - System should automatically create a fiscal year if none exists for a default batch
  • [MS-2240] - System creates an invoice for a zero dollar order
  • [MS-2241] - Renewal membership dues products will not show up for expired members
  • [MS-2244] - System will not add new tabs when the user has already customized the tabs
  • [MS-2255] - Flow down was disabled because it was causing time outs
  • [MS-2273] - Products should not be able to be linked to themselves
  • [MS-2275] - System should not be change-logging command preferences containers
  • [MS-2276] - Data wipes cannot be run if event is not blank
  • [MS-2281] - User/member images are distorted in the portal
  • [MS-2288] - When renewing a membership, merchandise that is set to "Renew With Membership" does not renew
  • [MS-2292] - Custom fields are not respecting time zones
  • [MS-2306] - When processing an order or creating an invoice and there's a large number of open batches, system hangs
  • [MS-2310] - Not able to search by Event code when searching for registrations
  • [MS-2317] - System does not allow for fiscal period updates and does not adjust fiscal period is fiscal year is changed
  • [MS-2327] - When a membership is renewed or dropped, no audit logs are created
  • [MS-2336] - Find Payment should allow you to search on amount
  • [MS-2346] - In the portal, when editing an individual, system is still asking for "at least one" address/phone number
  • [MS-2347] - Audit logs don't attribute changes to portal users properly
  • [MS-2357] - Check refunds should not have debits/credits posted when posted
  • [MS-2358] - When receiving a payment, open invoices are not sorted by date
  • [MS-2360] - Track order/line item on membership chapters/sections, so when the relevant order is cancelled, the chapter/section is properly cancelled
  • [MS-2367] - When printing invoices, system sometimes spins indefinately
  • [MS-2368] - Invoices are not being attached to emails
  • [MS-2369] - Invoice adjustments have the wrong sign
  • [MS-2379] - Error when saving an individual
  • [MS-2382] - Error when trying to view contacts full screen
  • [MS-2386] - Running searches with Does Not Contain criteria does not work properly
  • [MS-2387] - BCCs not being respected in custom templates
  • [MS-2389] - Error when editing an email draft scheduled in the past
  • [MS-2400] - Event Discount Code Should only be Valid on The Event it is created for
  • [MS-2418] - Authorize.net payments showing up as authoize only.
  • [MS-2424] - Multiple scrolling issues when using AJAX tables in the console
  • [MS-2427] - Batch Operations do not work from the find results screen
  • [MS-2431] - When browsing events, the earliest event should show first
  • [MS-2432] - When creating built-in/system/email blast templates, allow for cross module fields
  • [MS-2435] - Event Summary showing order line item count not a sum of quantity
  • [MS-2444] - When creating a custom object with an owner, the custom object does not appear on the owner's 360 screen until you flush caches
  • [MS-2455] - Mail Merge feature not functioning properly
  • [MS-2459] - Hitting the ENTER key on a Find page doesn't work in Firefox/Chrome
  • [MS-2463] - Error when performing a quick search that has an apostrophe
  • [MS-2466] - Accounting Projects do not appear on Batch SubLedger Entry Summary/Detail reports
  • [MS-2469] - AAPL Error when running credit card, but authorize.net still captures payment.
  • [MS-2471] - CGSM user receives error message when trying to view resume online.
  • [MS-2483] - Registrants are allowed to register for an event more than once
  • [MS-2529] - When creating an order and adding a new address, system does not update taxes/shipping costs
  • [MS-2534] - Invoices print with an extra blank page

Improvement

  • [MS-655] - Ability to resend all confirmation emails in MemberSuite
  • [MS-919] - Request to be able to quick search any item by local ID and keywords
  • [MS-2202] - Ability to see all invoices related to an individual attached to an organization.
  • [MS-2203] - On the 360 screen, show one-clicks which have values FIRST, then show other one-clicks below, grayed out
  • [MS-2222] - Ability to set the default quick search under your preferences
  • [MS-2229] - Gifts/Pledges should have numeric IDs (localIDs)
  • [MS-2245] - Support for Tribute Acknowledgees
  • [MS-2256] - Ability to quick search for exhibitors when viewing an exhibit show
  • [MS-2258] - Events are visible in the portal after they have passed
  • [MS-2259] - Updated Upcoming Events Screen
  • [MS-2260] - Ability to view/register for an exhibit show from outside the system
  • [MS-2267] - When an inventory receipt is issued, the "Amount on Order" should be updated on the stock item inventory
  • [MS-2270] - When viewing a manage screen, you should have the opportunity to convert what you're seeing to a search
  • [MS-2271] - When fulfilling an order, the Ship Date should be set automatically
  • [MS-2272] - When viewing a product 360, see all purchases in the "Purchases" one-click
  • [MS-2280] - Ability to update details for key records in the system
  • [MS-2282] - Improved "Find" logic across all module
  • [MS-2284] - Ability to quickly create a membership renewal order from the Membership 360
  • [MS-2285] - Ability to quickly create a subscription renewal order from the Subscription 360
  • [MS-2300] - Better support for tying discount codes to specific products, types of products, or product categories
  • [MS-2304] - Move "add" commands from the main section in 360 screens to the one-clicks
  • [MS-2312] - Ability to view saved searches in the portal
  • [MS-2322] - Billing schedule refactorings
  • [MS-2333] - Make it easier to overwrite/update existing saved searches
  • [MS-2341] - Membership Revenue Recognition Date
  • [MS-2348] - Ability to see installment plans when visiting the Individual 360/Organization 360
  • [MS-2354] - When viewing an invoice/order/payment, ability to create "another" invoice/order/payment
  • [MS-2356] - Ability to view pending refund requests
  • [MS-2371] - Ability to more easily email invoices from the individual/organization 360 screen
  • [MS-2381] - In the Fundraising module, ability to "Find a Gift"
  • [MS-2385] - Internal: Enforce billing IDs for new customers
  • [MS-2392] - Log an activity for all emails sent through the system
  • [MS-2393] - Update the Image Manager to respect association file cabinet logic
  • [MS-2402] - Ability to view subledger entry detail/summary for a fiscal period on the fiscal period 360
  • [MS-2404] - Ability to categorize events on the upcoming events screen
  • [MS-2405] - More information collected/provided around discounts
  • [MS-2406] - Restrict coupon discount usage to a particular person, or to a specific limit per person, or to a specific limit overall
  • [MS-2417] - Exhibit shows should have an "Event Category"
  • [MS-2428] - Ability to download a batch from the batch 360 screen
  • [MS-2456] - Quick Search Improvements
  • [MS-2457] - Option to disable AJAX Quick Searches
  • [MS-2460] - Support for user-specific default batches, and ability to work "within" a batch
  • [MS-2462] - Wildcard support in QuickSearches
  • [MS-2464] - When reviewing G/L accounts during batch postings, give user the ability to see change product accounting projects
  • [MS-2465] - Enable shortcut key for quick searches
  • [MS-2486] - Ability to change how certifications are viewed in the portal via page layouts
  • [MS-2518] - Ability to easily search for customers w/ open ivoices

New Feature

  • [MS-139] - Ability to copy an event (Console)
  • [MS-1163] - Support for one-off emails
  • [MS-1165] - Better ability to view fiscal years/periods
  • [MS-1406] - Ability to void an order
  • [MS-1418] - Proper support for invoice adjustments
  • [MS-1650] - Portal Forms
  • [MS-1765] - Support for Write Offs - Direct and Allowance, en mass
  • [MS-1785] - Sales Management Module
  • [MS-1856] - Invite only events.
  • [MS-2053] - Ability to void a credit
  • [MS-2162] - Support for entitlements
  • [MS-2163] - Documents Module
  • [MS-2164] - Support for an advertising "run" sheet
  • [MS-2165] - Support for Chapter Zip Code Mapping
  • [MS-2167] - Support for import into Adagio Accounting System
  • [MS-2171] - Support for exhibitor registration/management through the portal
  • [MS-2172] - Support for exhibitor contacts, as well as management through the portal
  • [MS-2173] - Ability to pull a subscriber list, combined with membership information
  • [MS-2174] - Subscription profile & management through the portal
  • [MS-2175] - Subscription expirations and renewal billing
  • [MS-2176] - Support for "open" committees that people can join through the portal
  • [MS-2177] - Support for administrative committee members
  • [MS-2178] - Support for raw SQL based reports with encryption protection
  • [MS-2180] - Cost of Goods Sold (COGS) tracking and output to financial system
  • [MS-2181] - Ability to cross-sell products at the point of check out
  • [MS-2182] - Support for inventory reordering points for products, along with automated reminders
  • [MS-2183] - Ability to track shipping information, dates, and tracking numbers for orders and display them automatically on the portal
  • [MS-2186] - Ability to see an exhibitor list in the portal
  • [MS-2187] - Support for exhibitor registration windows, ranks, and the ability to direct exhibitors to select booth preferences (instead of booths themselves)
  • [MS-2188] - Ability to reapply unposted payments to different invoices/overpayments as necessary
  • [MS-2206] - Automatically create activities for people who are in a mail merge
  • [MS-2207] - Formal support for donor acknowledgments and receipts which automatically mail merge correct template based on campaign/appeal/gift range
  • [MS-2208] - Support for donation soft credits
  • [MS-2209] - Matching Gift Support
  • [MS-2211] - Support for Rapid Gift Entry
  • [MS-2213] - Support for Fundraising "Premiums", which can be attached to funds/campaigns/appeals/gifts
  • [MS-2215] - Ability to customize one-click fields through the console
  • [MS-2231] - Significant Fundraising Rearchitecture
  • [MS-2232] - Tracking fundraising expenses
  • [MS-2239] - View Order History on Individual/Organization 360 screen
  • [MS-2243] - Critical Fundraising Statistics on Various 360 Screens
  • [MS-2269] - Security & Auditing tab
  • [MS-2289] - Enhanced functionality for configuration settings
  • [MS-2291] - New data time: Time
  • [MS-2293] - Volunteers Module
  • [MS-2321] - Web Widget Support
  • [MS-2325] - Ability to reopen a fiscal period
  • [MS-2359] - Membership Add Ons
  • [MS-2467] - Ability to process NSF check or reverse a payment
  • [MS-2468] - Support for certification components
  • [MS-2473] - Formal support for certification requirements - including recommendations, CEU credits, and exams

Task

  • [MS-2395] - Write a script to convert general configuration settings to specific ones

MemberSuite Spring '12 Release Webinar/Release Notes

by Andrew Ryan 26. April 2012 16:24

For those of you who missed the webinar, you can now view it here.

http://www.youtube.com/watch?v=XxNLqjxlp8A

Release Notes - MemberSuite Spring '12

Bug

  • [MS-340] - When applying a credit, breakdown is off when credit balance amount used is more than invoice balance owed
  • [MS-385] - Revenue recognition for memberships should start on the date of the membership
  • [MS-832] - When refunding a payment, an error occurs
  • [MS-1089] - When attempting to refund, system complains about an overpayment account
  • [MS-1091] - When cancelling an order, revenue recognition/billing entries still remain
  • [MS-1164] - User should not be able to "unpost" batches in a closed fiscal period
  • [MS-1238] - When created by/last modified by is a portal user, the name of that usaer doesn't show up in 360 or searches
  • [MS-1243] - Can't cancel an order when a related invoice is in a batch that's been posted
  • [MS-1496] - All electronic refunds/credits should be added to daily batch
  • [MS-1523] - Bank Reconciliation report does not factor in refunds
  • [MS-1524] - Confirm proper behavior when cancelling orders
  • [MS-1632] - Weird behavior when adjusting invoices
  • [MS-1747] - Ability to add notes to invoices, refunds, orders after batch has been posted
  • [MS-1757] - When adjusting an invoice, removing a line or clicking "Add More Lines" clears all lines out
  • [MS-1766] - Write offs and invoice adjustments do not properly deal with partially recognized revenue
  • [MS-1777] - Recieve payment not allowing new addresses
  • [MS-1803] - Authorize refunds have no names attached to them.
  • [MS-1851] - Partial refund errors.
  • [MS-1902] - Investigate adjustment issue
  • [MS-2011] - When processing a refund, refund added to monthly batch by default
  • [MS-2096] - When trying to process a refund, the amount is not filling in, and does not allow change.
  • [MS-2158] - If a payment is in a posted batch, user is unable to refund the payment
  • [MS-2195] - Remove Use From/Through from Credits screen - no longer applicable
  • [MS-2201] - System should automatically create a fiscal year if none exists for a default batch
  • [MS-2240] - System creates an invoice for a zero dollar order
  • [MS-2244] - System will not add new tabs when the user has already customized the tabs
  • [MS-2255] - Flow down was disabled because it was causing time outs
  • [MS-2273] - Products should not be able to be linked to themselves
  • [MS-2275] - System should not be change-logging command preferences containers
  • [MS-2276] - Data wipes cannot be run if event is not blank
  • [MS-2281] - User/member images are distorted in the portal
  • [MS-2288] - When renewing a membership, merchandise that is set to "Renew With Membership" does not renew
  • [MS-2292] - Custom fields are not respecting time zones
  • [MS-2306] - When processing an order or creating an invoice and there's a large number of open batches, system hangs
  • [MS-2317] - System does not allow for fiscal period updates and does not adjust fiscal period is fiscal year is changed
  • [MS-2327] - When a membership is renewed or dropped, no audit logs are created
  • [MS-2336] - Find Payment should allow you to search on amount
  • [MS-2346] - In the portal, when editing an individual, system is still asking for "at least one" address/phone number
  • [MS-2347] - Audit logs don't attribute changes to portal users properly
  • [MS-2357] - Check refunds should not have debits/credits posted when posted
  • [MS-2358] - When receiving a payment, open invoices are not sorted by date
  • [MS-2360] - Track order/line item on membership chapters/sections, so when the relevant order is cancelled, the chapter/section is properly cancelled
  • [MS-2361] - Chapter Dues Products, Section Dues Products, and Merchandise should respect the Membership Revenue Recognition Date of the membership
  • [MS-2369] - Invoice adjustments have the wrong sign
  • [MS-2382] - Error when trying to view contacts full screen
  • [MS-2386] - Running searches with Does Not Contain criteria does not work properly
  • [MS-2389] - Error when editing an email draft scheduled in the past
  • [MS-2400] - Event Discount Code Should only be Valid on The Event it is created for
  • [MS-2424] - Multiple scrolling issues when using AJAX tables in the console
  • [MS-2427] - Batch Operations do not work from the find results screen
  • [MS-2431] - When browsing events, the earliest event should show first
  • [MS-2432] - When creating built-in/system/email blast templates, allow for cross module fields
  • [MS-2433] - When viewing an event, registrations are not sorted properly
  • [MS-2435] - Event Summary showing order line item count not a sum of quantity
  • [MS-2444] - When creating a custom object with an owner, the custom object does not appear on the owner's 360 screen until you flush caches
  • [MS-2445] - When converting a lead, "Do not create an organization" is the default (and only) option

Improvement

  • [MS-655] - Ability to resend all confirmation emails in MemberSuite
  • [MS-919] - Request to be able to quick search any item by local ID and keywords
  • [MS-2202] - Ability to see all invoices related to an individual attached to an organization.
  • [MS-2203] - On the 360 screen, show one-clicks which have values FIRST, then show other one-clicks below, grayed out
  • [MS-2222] - Ability to set the default quick search under your preferences
  • [MS-2229] - Gifts/Pledges should have numeric IDs (localIDs)
  • [MS-2245] - Support for Tribute Acknowledgees
  • [MS-2256] - Ability to quick search for exhibitors when viewing an exhibit show
  • [MS-2258] - Events are visible in the portal after they have passed
  • [MS-2259] - Updated Upcoming Events Screen
  • [MS-2260] - Ability to view/register for an exhibit show from outside the system
  • [MS-2267] - When an inventory receipt is issued, the "Amount on Order" should be updated on the stock item inventory
  • [MS-2270] - When viewing a manage screen, you should have the opportunity to convert what you're seeing to a search
  • [MS-2271] - When fulfilling an order, the Ship Date should be set automatically
  • [MS-2272] - When viewing a product 360, see all purchases in the "Purchases" one-click
  • [MS-2280] - Ability to update details for key records in the system
  • [MS-2282] - Improved "Find" logic across all module
  • [MS-2284] - Ability to quickly create a membership renewal order from the Membership 360
  • [MS-2285] - Ability to quickly create a subscription renewal order from the Subscription 360
  • [MS-2300] - Better support for tying discount codes to specific products, types of products, or product categories
  • [MS-2304] - Move "add" commands from the main section in 360 screens to the one-clicks
  • [MS-2312] - Ability to view saved searches in the portal
  • [MS-2322] - Billing schedule refactorings
  • [MS-2333] - Make it easier to overwrite/update existing saved searches
  • [MS-2341] - Membership Revenue Recognition Date
  • [MS-2348] - Ability to see installment plans when visiting the Individual 360/Organization 360
  • [MS-2354] - When viewing an invoice/order/payment, ability to create "another" invoice/order/payment
  • [MS-2356] - Ability to view pending refund requests
  • [MS-2371] - Ability to more easily email invoices from the individual/organization 360 screen
  • [MS-2381] - In the Fundraising module, ability to "Find a Gift"
  • [MS-2385] - Internal: Enforce billing IDs for new customers
  • [MS-2392] - Log an activity for all emails sent through the system
  • [MS-2393] - Update the Image Manager to respect association file cabinet logic
  • [MS-2402] - Ability to view subledger entry detail/summary for a fiscal period on the fiscal period 360
  • [MS-2404] - Ability to categorize events on the upcoming events screen
  • [MS-2405] - More information collected/provided around discounts
  • [MS-2406] - Restrict coupon discount usage to a particular person, or to a specific limit per person, or to a specific limit overall
  • [MS-2417] - Exhibit shows should have an "Event Category"
  • [MS-2428] - Ability to download a batch from the batch 360 screen

New Feature

  • [MS-139] - Ability to copy an event (Console)
  • [MS-1165] - Better ability to view fiscal years/periods
  • [MS-1406] - Ability to void an order
  • [MS-1418] - Proper support for invoice adjustments
  • [MS-1650] - Portal Forms
  • [MS-1765] - Support for Write Offs - Direct and Allowance, en mass
  • [MS-1785] - Sales Management Module
  • [MS-1856] - Invite only events.
  • [MS-2053] - Ability to void a credit
  • [MS-2162] - Support for entitlements
  • [MS-2163] - Documents Module
  • [MS-2164] - Support for an advertising "run" sheet
  • [MS-2165] - Support for Chapter Zip Code Mapping
  • [MS-2167] - Support for import into Adagio Accounting System
  • [MS-2171] - Support for exhibitor registration/management through the portal
  • [MS-2172] - Support for exhibitor contacts, as well as management through the portal
  • [MS-2173] - Ability to pull a subscriber list, combined with membership information
  • [MS-2174] - Subscription profile & management through the portal
  • [MS-2175] - Subscription expirations and renewal billing
  • [MS-2176] - Support for "open" committees that people can join through the portal
  • [MS-2177] - Support for administrative committee members
  • [MS-2178] - Support for raw SQL based reports with encryption protection
  • [MS-2180] - Cost of Goods Sold (COGS) tracking and output to financial system
  • [MS-2181] - Ability to cross-sell products at the point of check out
  • [MS-2182] - Support for inventory reordering points for products, along with automated reminders
  • [MS-2183] - Ability to track shipping information, dates, and tracking numbers for orders and display them automatically on the portal
  • [MS-2186] - Ability to see an exhibitor list in the portal
  • [MS-2187] - Support for exhibitor registration windows, ranks, and the ability to direct exhibitors to select booth preferences (instead of booths themselves)
  • [MS-2188] - Ability to reapply unposted payments to different invoices/overpayments as necessary
  • [MS-2206] - Automatically create activities for people who are in a mail merge
  • [MS-2207] - Formal support for donor acknowledgments and receipts which automatically mail merge correct template based on campaign/appeal/gift range
  • [MS-2208] - Support for donation soft credits
  • [MS-2209] - Matching Gift Support
  • [MS-2211] - Support for Rapid Gift Entry
  • [MS-2213] - Support for Fundraising "Premiums", which can be attached to funds/campaigns/appeals/gifts
  • [MS-2214] - Track donation solicitors, and "List As"
  • [MS-2215] - Ability to customize one-click fields through the console
  • [MS-2231] - Significant Fundraising Rearchitecture
  • [MS-2232] - Tracking fundraising expenses
  • [MS-2239] - View Order History on Individual/Organization 360 screen
  • [MS-2243] - Critical Fundraising Statistics on Various 360 Screens
  • [MS-2269] - Security & Auditing tab
  • [MS-2289] - Enhanced functionality for configuration settings
  • [MS-2291] - New data time: Time
  • [MS-2293] - Volunteers Module
  • [MS-2321] - Web Widget Support
  • [MS-2325] - Ability to reopen a fiscal period
  • [MS-2359] - Membership Add Ons
  • [MS-2380] - Event Registration Add Ons

Task

  • [MS-2395] - Write a script to convert general configuration settings to specific ones

Tags:

Blog

Announcing the MemberSuite Summer '12 Release

by Andrew Ryan 19. April 2012 12:56

Continuing on our never-ending quest to empower associations to achieve ridiculous productivity from their software, I am excited to announce what we’ve been working on over the last few months. The MemberSuite Summer ‘12 release is the biggest release we’ve done to date, and it’s chock full of over 50 bug fixes, 75 new features and improvements, and five brand new modules. This type of release highlights the best part of SaaS; the fact that we are able to listen to your feedback, rapidly innovate our platform, and deliver new functionality to you – all without you having to pay any additional fees or install any more software.

We’re hosting a webinar on Thursday, April 26th to go over the new features, and we’re hoping you will join us for a great event:

http://marketing.membersuite.com/MemberSuiteSpring12WebinarRegistration.html

New Modules

We’ve added five brand spanking new modules to the product – Fundraising, Volunteers, Documents, Forms, and Prospects.

Fundraising

We’ve actually always had a fundraising module, but it’s been primarily a “donation-taking” module. In the Summer ’12 release, we’ve completely rewritten this module for the needs of more sophisticated fundraising organizations.

Feature Summary:

  • Support for pledges as well as cash, stock, recurring, matching, and planned gifts
  • Rapid gift entry support, so you can quickly enter in multiple gifts without clicking to different screens for each entry
  • Support for soft credits automatically allocated based on relationships
  • Support for tributes, allowing you to tie meaning/intent to gifts
  • Formal support for donor acknowledgments and receipts, including the ability to set rules for different kinds of acknowledgment letters so that your $10k donor gets a different letter than your $50 donor
  •  Support for “premiums,” items that donors at certain levels automatically receive when they make certain donations
  •  Ability to track fundraising expenses and tie them to funds, campaigns, or appeals

Volunteers

The volunteers module is a sophisticated module allowing you to track and manage your volunteers and the jobs that they must perform. It’s designed for organizations that need something more sophisticated than a “spreadsheet” approach to volunteer tracking.

Feature Summary:

  • Support for multiple volunteer “types” with configurable requirements
  • Support for tracking configurable volunteer traits such as Medical Needs, Special Needs, Licenses, Qualifications, etc
  •  Ability to tie traits to jobs as required or optional
  • Support for automatically scoring and matching volunteers to jobs based on matching required/optional traits
  • Ability to conduct and track volunteer screenings based on the type of volunteer
  • Support for volunteer fees
  • Ability for volunteers to manage their profile and update information in the portal, as well as view job history

Documents

The documents module is perhaps the most requested feature since MemberSuite’s inception. After much fanfare, I’m excited that we’re able to offer a full featured module to allow customers to store and upload documents, and enable our customers’ members to do the same.

Feature Summary:

  • Support for “file cabinets” that can belong to committees, chapters, sections, or organizational layers (i.e. regions) , along with a nested file folder structure
  • Ability for committee administrative members and chapter/section/organizational layer leaders to upload documents and create nested folders in the portal, including the ability to restrict write access to administrators only
  • Lightning fast full-text search inside of uploaded documents at a folder level, or globally throughout the all file cabinets, at any time
  • Support for file and folder “properties,” keyword descriptions that can be searched along with file contents
  • Support for private/public folders; public folders can be accessed with a link that you can distribute, private folders can only be accessed by logging in to the portal/console
  • Ability to tie folder access to products, so that customers can buy “digital” products that allow them to access a folder in the portal for a specified period of time
  • Ability to upload files/attachments directly to individuals, organizations, leads, opportunities, and volunteers

Forms

The forms module allows you to create custom forms for display in the portal. This is very useful for collecting information from your members, or from your website visitors via anonymous forms.

Feature Summary:

  • Drag and drop visual form layout editor
  • Create over a doezen different types of fields for imput
  • "Anonymous" forms let you capture information without requiring the user to login. You can then redirect back to a custom URL, which makes this functionality perfect for inclusion into your website; visitors don't even need to know they've left your site
  • Restrictions on form submitters by customer type, membership status, and date
  • Ability to restrict number of form submissions
  • Allow users to (optionally) view, edit, and delete form submissions in the portal

Prospects

The prospects module is designed for our customers to track prospective members, donors, grantors, sponsors, or any type of prospective partners.

Feature Summary:

  • Support for tracking “leads” – records that aren’t yet ready to put into the database but that you need to track nonetheless
  • Formal support for opportunities, with configurable stages and probabilities
  • Ability to convert leads to organizations & opportunities
  • Support for tracking activities and tasks on leads, opportunities, individuals and organizations

New Features

In addition to the new modules, we’ve also added a ton of new features to the product. You’ve requested changes to MemberSuite through your conversations, emails, and support tickets – and we listened. We compiled and ranked the most popular feature requests and added them to our product.

General/System Features

  • Web Widgets – For those of you who want to integrate MemberSuite with your website, but don’t want to write code, you can now create a “web widget.” This is a piece of Javascript code that MemberSuite generates that you can drop into your website, and will automatically pull from your MemberSuite data.
  • Entitlements – We’ve added the ability to track “permissions” for your portal users. This concept gives us an extensible framework to deal with people in the portal having the “right” to do things, whether it be post jobs, view resumes, run reports, or view documents
  • Improved “Find” commands – We heard your feedback loud and clear – the Find commands were hard to use. We’ve added ranges and made these commands much more useful
  • Improved 360 ° Screens – we’ve made the 360°  screens less cluttered and easier to use

Membership Features

  • Chapter Zip Code Mapping – we now have the formal ability to automatically suggest or assign (your choice) chapters based on a member’s zip code
  • Membership Add Ons – this feature allows you to track the merchandise that members purchase as “add-ons” to their membership. Think about it as features or attributes that can be attached to the membership
  • Quick-Renew – We’ve made it even easier to automatically create a renewal order for a single membership

Financial Features

  • Support for Write Offs – we’ve added the capability for direct and allowance based write-offs of posted invoices, including deferred revenue adjustments
  • Ability to modify invoices after batches have been posted – you can now adjust posted invoices via “invoice adjustments” that get posted in subsequent batches
  • Support for reapplying payments to different invoices – you can now take any payment to “reapply” it to different invoices
  • Support for viewing/tracking refund requests – check refunds can generate refund requests, that you can track and report on

Order/Inventory Features

  • Cost of Goods Sold (COGS) Tracking – we now allow you to track COGS via LIFO, FIFO, and Weighed Average costing mechanisms – automatically
  • Support for inventory reordering notifications – you can set inventory reorder points at the warehouse, product, or warehouse/product level, and automatically be notified when items need to be reordered
  • Product Cross-Sell - cross sell your customers relevant products at check out

Event Features

  • Invite Only Events – designate events as “invite-only,” and they will only be visible to people who have been invited to the event. Upload invitees en mass via the Data Loader, and email them via our eMarketing module!
  • Event Registration Add-Ons – allow your registrants to “add-on” records to their registration via the purchase of Event Merchandise
  • Support for Cloning an Event – You all twisted our arms on this one J. But it was a long time coming.
  • Update Upcoming Events Screen – We’ve tweaked the Upcoming Events screen in the portal to better present information to your members

Other Features

  • Portal Reports – you can now use entitlements to make reports available to specific users in the portal automatically
  • Exhibitor registration/management through the portal – you can now allow exhibitors to purchase booths directly, purchase booth “types,” or simply specify booth preferences through the portal
  • Display exhibitor showfloor plan in the portal – upload a PDF/image of your showfloor and let exhibits see in the portal
  • Subscription management in the portal – your subscribers can now manage/renew their subscriptions in the portal
  • Automatically merge members into subscription fulfillments – when you do a subscription run for an issue, you can automatically include members based on type/status
  • Support for administrative committee members – You can now designate members as “administrative,” which gives them the right to manage committees in the portal
  • Support for open committees – you can designate a committee as “open,” which means you can join it in the portal

Customer Release Assessment (CRA)

With so many features and improvements, we want to make sure all of you have the best possible opportunity to make use of these tools.  To this end, we’re offering a Customer Release Assessment to our customers. This entails the following:

  • Review – we go through all of your past support tickets and emails, and review the archived conversations from your implementation project
  • Assessment – based on the review, we build an assessment of how we think you can use the new features in Whistlers, and which improvements/bug fixes apply directly to you. For instance; something that we may have had to work around during implementation may now be a full-fledged feature in the product
  • Recommendation – based on the assessment, we’ll compile recommended courses of action, including additional system configuration.
  • Conference Call – we’ll schedule a call with you to review the assessment
  • Training (optional) – depending on the assessment/recommendation, it may make sense for us to do a web-based training session for you to go through the new features/functionality

You can request a CRA by submitting a support ticket or emailing success@membersuite.com; we’ll email you back a quote and a timeline.

Conclusion

This is a massive release! But you all deserve it. So many companies claim to be SaaS because they’ve got a monthly billing plan and a hosted solution, but the real test (and benefit) of SaaS is rapid innovation. We continue to strive as a company to meet the needs of our customers, and to innovate in a way that enables our customers to meet their challenges head on. I’m excited about this release and what we’ve accomplished, and I’m looking forward to showing it to all of you.

-Andrew

 

Back from ASAE Tech Show

by Kay Cavender 19. December 2011 08:50

OK. It’s been over a week since the show ended, but I took a little vacation after. My head was spinning with all the info presented at the conference and I needed a little downtime to assimilate.

Mobile was present and well accounted for at the event. As with every single marketing conference I’ve attended over the past few years, the hue and cry for going mobile is ceaseless. Not surprising, since smartphone usage continues to soar, with 44% of U.S. mobile subscribers using them, according to a recent report by Nielsen.

But I still remain a skeptic when it comes to mobile apps for associations. Here’s why.

MemberSuite conducted a comprehensive survey in October to find out how association members want to be communicated with. We received more than 1,600 responses. You won’t be surprised to learn that 9 out of 10 members want to receive emails from their associations. But if you think they’re grabbing their smartphones to open association emails as soon as they hit, think again.

In fact, smartphone users are far more likely to be playing “Angry Bird” than reading about industry trends. Only 3% of respondents to MemberSuite’s survey say they read association emails on them. As pointed out in the MemberSuite white paper “How to Communicate,” you must marry content and communications channel. And the content you send members should be comprehensive enough to encourage more than a quick glance and delete, which is what happens with most mobile messages. It’s fast, but fleeting.

To download the white paper and learn more about the findings from this communications survey, click here.

Back from ASAE Tech Show

by Kay Cavender 19. December 2011 08:45

OK. It’s been over a week since the show ended, but I took a little vacation after. My head was spinning with all the info presented at the conference and I needed a little downtime to assimilate.

Mobile was present and well accounted for at the event. As with every single marketing conference I’ve attended over the past few years, the hue and cry for going mobile is ceaseless. Not surprising, since smartphone usage continues to soar, with 44% of U.S. mobile subscribers using them, according to a recent report by Nielsen.

But I still remain a skeptic when it comes to mobile apps for associations. Here’s why.

MemberSuite conducted a comprehensive survey in October to find out how association members want to be communicated with. We received more than 1,600 responses. You won’t be surprised to learn that 9 out of 10 members want to receive emails from their associations. But if you think they’re grabbing their smartphones to open association emails as soon as they hit, think again.

In fact, smartphone users are far more likely to be playing “Angry Bird” than reading about industry trends. Only 3% of respondents to MemberSuite’s survey say they read association emails on them. As pointed out in the MemberSuite white paper “How to Communicate,” you must marry content and communications channel. And the content you send members should be comprehensive enough to encourage more than a quick glance and delete, which is what happens with most mobile messages. It’s fast, but fleeting.

To download the white paper and learn more about the findings from this communications survey, click here.

Association Members More Active when Communicated with the Way They Prefer

by Kay Cavender 5. December 2011 10:26

Atlanta, December 5, 2011 – With declining membership on one hand and members’ increasing demand for relevant information on the other, association communicators are feeling wedged between the proverbial rock and hard place. A recent national survey conducted by MemberSuite and reaching more than 1,600 respondents finds organizations need to change some of their member outreach.

Key findings from this comprehensive survey of association members regarding how organizations communicate with them and what they like and don’t like about those methods are presented in a three-part white paper, “How to Communicate.”

“Member communication programs are too often created in a one-to-many format,” said Andrew Ryan, MemberSuite CEO. “The survey gathered demographic data and communication preferences from association members to determine the mix of ages, education levels and association tenure that influence preferences on the type of content, method of distribution and frequency of outreach.”

Among the key findings to be presented during the webinar:

• Associations are experiencing a greater spread of age groups among their membership, with fairly equal representation of Gen X, Gen Y and Boomers.

    • Member involvement remains low, with 7 out of ten saying they are inactive. But associations that ask for communications preferences find that members are 50% more likely to participate in various activities.

    • Email rules. Overall, 9 out of 10 members prefer receiving info from associations via email, compared to just 8% who prefer social media. But younger members are 3 to 6 times more likely to want to read association news on social sites or blogs than their older colleagues.

    • 6 out of 10 members want breaking news reports from their associations; slightly more than one-third want educational materials or information on industry trends.

To download the free white paper, click here.

About MemberSuite

MemberSuite’s innovative Software as a Service (SaaS) association management and membership management software solution fills an industry void by utilizing modules to create the superior functionality and flexibility of expensive, customized enterprise-level software, but at a highly affordable price for organizations of any size. With a CRM system designed specifically to serve the unique needs of associations, the MemberSuite solution incorporates modules to support finance, events, e-marketing, certifications/CEU, trade show management and much more. To learn more, visit www.MemberSuite.com.

Technology and Associations

by Kay Cavender 30. November 2011 14:16

MemberSuite will be at the ASAE Technology Conference and Expo next week, giving us some time to speak to many association managers about how they use technology and the issues surrounding it. And yes, for all of us that don’t have degrees in computer engineering, there are issues.

But technology can’t be ignored, especially by associations eager to serve their members. Today’s non-profit organizations use technology in innovative ways to streamline processes, improve communication, and effectively engage members.

If you’re unable to attend next week’s conference, consider reading an interesting report from NTen. Its 2010 Nonprofit IT Staffing and Spending Report provides some interesting insights. Consider:

    --6 out of 10 non-profits have no formal technology plan.
    --Only 1 out of 4 evaluate the ROI on technology spends

The whole wide world now operates on IT time. Making it long past time for associations to consider how new software solutions can help them do what they need to do first and foremost. Serve members.

Powered by BlogEngine.NET 1.6.1.0
Theme by Mads Kristensen | Modified by Mooglegiant