Administrator Email - 12/30/2019 - Announcing

We're planning more features as part of version 9.2 but we wanted to deploy and announce what has been done so far.

This release adds 15 new distribution list options to the Emailings and Text Messaging functions; the ability to charge credit card fees to the same bank account as where the funds are distributed; many enhancements to the Donations module; and a number of smaller enhancements.
 
And just a reminder that we have expanded our support hours. You can now call us between 6:30 AM and 9:00 PM, US Central time, Monday to Friday, to speak to a customer success engineer.

Credit Card Processing Rate Change

We also need to remind you one more time that the credit card processing fees for Visa and Discover will be raised on January 1st, 2020, due to increased charges from these card brands as well as from our merchant processor. For these two cards, the rate will increase from 2.59% to 2.99%. The rates for MasterCard (2.99%) and American Express (3.30%) do not change. Neither will the 20¢ per transaction fee.

In this issue:

• New Distribution List Options
• Charging Credit Card Fees
• Donations Module Enhancements
• Other Enhancements
• Bug Fixes
• Other Links

New Distribution List Options

We have added the following Distribution List options to the Emailings and Text Messaging modules:

• Expired members within a specified expiration date range.
   
  
• Active secondary members only;
   
  
• Members with a postal code starting with a value (for example, 606 for "Chicago");
   
  
• All non-members who registered for an event;
   
  
• All non-members who actually attended an event;
   
  
• Non-members in a specified chapter/district/region;
   
  
• Everyone who donated to a specified donation fund within a date range;
   
  
• Everyone who volunteered for a specific volunteering opportunity;
   
  
• Members not in any interest groups;
   
  
• Members with an empty bio;
   
  
• Members who have not edited their business directory listing;
   
  
• Members who actually attended an event;
   
  
• Members who have not responded to a survey;
   
  
• Members only in a selected mailing list category;
   
  
• Non-members only in a selected mailing list category.

There has also been a change to an existing distribution list selection. The option "One member selected from the database" will now allow you to select expired members.

Charging Credit Card Fees

The system now includes an option to charge credit card fees from the same bank account where the funds were deposited. It can be found on the Money Options screen.

This option is useful in the following situations:

• For clubs and associations that have chapters, especially where the chapters have their own membership dues or events.
   
  
• For clubs and associations that have a major event during the year that has its own bank account.
   
  
• For clubs and associations where donations are routed to a separate bank account, perhaps because the organization has a separate foundation where donations are tax deductible.

Donations Module Enhancements

• You can now use the advanced content editor to specify a Fund Description;
   
  
• We have made changes to the confirmation emails sent out by the system when a donation is made;
   
  
• For each fund, you can now define an "Additional Information" section that will appear in the confirmation email;
   
  
• There are new Export options, including the ability to export by fund and by "new" donations only;
   
  
• On the Donations for a Fund screen, there are new Search/Filter options;
   
  
• The system now allows an admin to record donations from expired members;
   
  
• You can now define "Preamble" text that will be displayed at the top of the Donation Fund page;
   
  
• You can now specify minimum, maximum, and recommended donation amounts;
   
  
• There are new options to donate as an individual or an organization.
   
  
• Donation confirmation emails now support new replaceable tags:
  • Honoree Description and Name
  • Donor comment
  • Additional Info

 

Other Enhancements

And in other parts of the ClubExpress platform:

• The Volunteering module has been updated to support local time zones.
  
  
• When entering a Misc. Charge or Multiple Misc. Charges, the Sales Tax/VAT/GST option has been added.
  
  
• On the new Text Messaging QuickNotify screen, users will now see a field where they can enter or update their mobile phone number in the system.
  
  
• The Continuing Education module now allows supporting documentation to be uploaded directly on the Add Hours dialog. Associations can also hide the Expiration Date column if credits do not expire, and can show the Notes column on the hours grid.

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Bug Fixes

The following bugs were fixed since our last version announcement:

• If an expired member clicked on an opt-out link in an email, they were unable to access the privacy page in order to opt-out of emails. An expired member can now log in to the site, but can only access the renewal wizard, the payment page, and now the privacy page.
   
  
• Forum email addresses did not allow the “+” sign, even though this is a valid character in an email address.
   
  
• In the Business Directory module, there was a sorting problem displaying search results. Also, the name and address fields were being lumped together into a single column.
   
  
• Interest group coordinators were not receiving system emails when members joined or left an interest group.
   
  
• If a PayPal account was closed, it was still appearing as a valid payment method.
   
  
• In the Emailings module, when searching on payment dates resulted in multiple pages, moving beyond the first page cleared the search criteria.
   
  
• Performing a data export for non-members based on a category resulted in an empty data set.
   
  
• When editing the properties of a Committee, admins were not able to change the "Members can add/remove themselves" setting.
   
  
• In the Event Calendar, the new "Cancel Your Registration" button was not respecting the Cancel By date limitation.
   
  
• In the E-Commerce Storefront module, when creating a digital product, you attach one or more documents from the Documents module. It turns out that these documents were also appearing in search results, so that users could access the documents without paying for them first. These documents should be stored in a folder with the ‘Show this folder on the website’ option turned off. Now, the contents of these folders no longer appear in search results.
   
  
• For member data, the Date Modified field was being updated when users just logged in.

Again, all of these problems have been fixed.

Other Links