December 13, 2022
Enhancements
General
- General > People API: Updated the API to update Individual Profile Visibility settings.
Fixes
Settings
- Settings > Check-In > Check-In Station: Corrected an issue where some users were not able to add a new check-in station.
November 30, 2022
Enhancements
Reports
- Reports > Attendance > Session Detail: Users can now select 'Edit Session' from the tri-dot and edit attendance information in a new tab.
Settings
- Settings > Check-In: Check-In Settings will now allow users to see any groups that are used for Check-In. Clicking on a group takes the user to the group edit.
Fixes
Reports
- Reports > Attendance > Session Detail: Corrected an issue where more than one group was not honored in the filters.
- Reports > Attendance > Session Detail: Corrected an issue where visitors were not visible on a downloaded list.
Settings
- Settings > System Log: Corrected some pagination issues with the System Log when filters are applied.
Workflows
- Workflows > Attendance: Corrected an issue where there was sometimes an error when using attendance triggers.
November 17, 2022
Enhancements
Settings
- Settings > Check-In > Check-In Stations: Added a search field in Check-In Stations to allow a user to easily filter the station list based on station name. Also added a toggle switch to view only active stations.
- Settings > System Log: Added multiple ways to filter the system log. System logs can be filtered by dates, user, and a general text search.
Fixes
Attendance
- Attendance > Input: Corrected an issue where some individuals were marked absent automatically.
Groups
- Groups > Views: Corrected an issue where some users could not edit groups views.
Reports
- Reports > Attendance > Sessions > Detail: Corrected issues that some were experiencing with the attendance session detail report.
November 16, 2022
Enhancements
General
- General > System Log: Added improvement to the System Log for optimization.
Settings
- Settings > Check-In: The Check-In Settings Page has a new look with a few new changes. Station buttons now include a printer name and label description. Clicking the '+Station' button will take the user right to the station settings screen.
Fixes
General
- General > Sidebar > Collapse: Corrected an issue where the side bar was sometimes collapsed when a user first opens the application.
November 1, 2022
Enhancements
Calendar
- Calendar: Added some minor style changes to calendar windows.
Workflows
- Workflows: Workflows has moved to the left side menu! Workflows have the same functionality and now they are easier to find.
Fixes
Attendance
- Attendance > Check-in: Corrected an issue where some visitor labels were not printing.
Calendar
- Calendar: Corrected some minor scrolling issues within the calendar.
- Calendar: Corrected an issue in the calendar where some events were not displaying on the last week of the month.
October 18, 2022
Enhancements
Calendar
- Calendar > Add Events: Updated the 'Add Event' button to match other calendar styling.
Background Checks
- Background Checks: Added the ability to enter text as a reference code for each background check or group of background checks. The reference code is sent to Protect My Ministry and invoices will be sub-totaled by reference codes. (Ex: "01-23456 Student Ministries").
Fixes
Attendance
- Attendance > Add Visitors: Corrected an issue in an attendance session where some users were unable to add a new visitor.
Calendar
- Calendar > Repeating Events: Corrected an issue where events were sometimes recreated when editing a series.
- Calendar > Pending Events: Corrected an issue where pending events weren't visible at the bottom after scrolling.
- Calendar > Agenda View: Corrected an issue where the bottom of the agenda was not visible.
- Calendar > Permissions: Corrected an issue where the admin notification icon was displayed for some users.
Settings
- Settings > Workflows > Forms: Corrected an issue where an updated form trigger was sometimes not used after an edit within Workflows.
October 4, 2022
Fixes
Calendar
- Mobile > Calendar: Corrected some minor UI issues within the mobile calendar view.
- Calendar > Events > Print: Print Corrected an issue where the .pdf was blank when printing events from within the calendar.
Search
- Advance Search > CSV Export: Corrected an issue in the CSV Export where people not listed as family members were sometimes included in a Parent/Child report.
September 27, 2022
Enhancements
Calendar
- Calendar: The calendar has been added to the left side navigation bar. The 9-dot menu will still contain the calendar for a transition period.
September 14, 2022
Fixes
Calendar
- Calendar > Edit > Forms: Corrected an issue when editing a calendar event, the form button was not visible.
Settings
- Settings > Permissions: Corrected an issue where settings were only visible for an administrator role.
September 7, 2022
Fixes
Calendar
- Calendar > Events: Corrected an issue where some new events could not be saved after selecting a room or equipment.
General
- General > Help: Corrected an issue where the header icons were not always displaying correctly (black or white) based on a customized header color.
August 23, 2022
Enhancements
Attendance
- Attendance > Check-in (Desktop): Corrected an issue where labels were printed in Portrait mode from a Windows environment to a Godex printer.
Reports
- Reports > Attendance > Sessions > [Detail]: Column headers were changed to work well for a broader range of use cases: from 'Excused' to 'Reason' and from 'Unexcused' to 'No Reason'.
Fixes
Reports
- Reports > Giving > Detail: Corrected an issue where users with certain combinations of permission roles were seeing different totals on the detail report than the admin role was seeing.
August 10, 2022
Enhancements
Attendance
- Attendance > Sessions > Search: Updated the search bar placeholder text to remind that the search includes visitors.
- Attendance > Sessions > Filter: Added a filter to allow 'Family Grouping' to be turned off.
Calendar
- Calendar: Updated styling in the calendar including some color changes and button styles.
General
- General > Tri-dot > CSV Export > System Log: Added a System Log record each time it downloads a CSV Export of people from the general (tri-dot) menu.
July 27, 2022
Enhancements
Attendance
- Attendance > Input > [New/Edit Session]: Tags will display below the search box to show when the Filter set for the list includes 'Only show recent Group Members' or 'Show recent visitors'. Closing the tag (by clicking 'X' on it) will turn off that setting.
Fixes
Individuals
- Individuals > Profile > Giving: Corrected an issue where sometimes the 'Giving Grouped with' link was not displayed on family members' profiles.
July 12, 2022
Enhancements
General
- General > Individuals List: A Merge icon now displays on many lists or search results when exactly two individuals are selected.
June 28, 2022
Enhancements
General
- General > Individuals List: A Merge icon now displays on many lists or search results when exactly two individuals are selected.
Fixes
Attendance
- Attendance > Session > [Edit an existing session]: Corrected an issue when changing the date of an attendance session that prevented a confirmation message from clearing.
- Attendance: Corrected an issue when using enforced absences where previous visitors were marked as present.
General
- General > 9 Dot: Corrected an issue where the app switcher (9 dot menu) was sometimes not available.
June 14, 2022
Enhancements
Attendance
- [Limited Release] Attendance > Input > [Session] > Filters: Group filters were added on the new "Edit Attendance Session" sidebar (currently in limited release). “Only show Recent Group Members” will display only the group members who have attended in the last two months. “Show Recent Group Visitors” will display visitors in the last two months. “Tag Non Group Members” will display group visitor tags and church visitor tags within the session list. The filter settings will remain as set for each group between sessions.
- [Limited Release] Attendance > Input > [Session] > Create New Record: When creating a full individual record from an attendance session, "Notes" can be edited.
- [Limited Release] Attendance > Input > [Session]: Multiple people can take attendance for a session at the same time. When they do, a new multi-user icon displays.
- [Limited Release] Attendance > Input > [Session] > Edit Session: Improved performance of the session list when working with very large groups.
Note on [Limited Release]: These new attendance features are being released to all customers over the next few weeks.
Fixes
Individuals
- Individuals > Query Search > Background Checks: Corrected an issue where 'Background checks in the last year' was sometimes displaying too many records.
Reports
- Reports > Attendance > Edit Session (headcount): Corrected an issue where the headcount could not be adjusted from a previous session.
June 1, 2022
Enhancements
General
- General > Attendance > Input: Introducing Recent Sessions and the Attendance Input Sidebar! Recent Sessions allows quick access to the attendance sessions you use most. Plus, the all-new Attendance Input Sidebar allows you to record attendance by family which makes taking attendance a quick and easy experience! See updated Attendance documentation here. This new function will be applied to all organizations on Tuesdays over the next two weeks.
Fixes
Calendar
- Calendar > Edit Recurring Event: Corrected an issue where editing a specific instance of a recurring event would sometimes delete instances before that date.
Groups
- Groups > Views > [Select View] > Select Group: Corrected an issue where group views were not filtering the group list when viewing the group list from the group view section.
Individuals
- Individuals > [Person] > Address: Corrected an issue where a secondary address type of 'Residential and Mailing' was not saving.
- Individual > [Person] > Profile Visibility: Corrected an issue where a user with an admin role could not adjust their own profile visibility settings.
- Individuals > Query Search/Advanced Search: Added a comma between multiple emails listed in search results.
May 17, 2022
Enhancements
General
- Attendance > Input: Introducing Recent Sessions and the Attendance Input Sidebar! Recent Sessions allows quick access to the attendance sessions you use most. Plus, the all-new Attendance Input Sidebar allows you to record attendance by family which makes taking attendance a quick and easy experience! See more details in the Attendance documentation See updated Attendance documentation here. This new function will be applied to all organizations on Tuesdays over the next two weeks.
- System Log: Added the associated IDs to the system log to see transactions more effectively. For example, the log now displays "Deleted John Doe" or "Added Interaction (54891934)".
Individuals
- Individuals > Query Search: Corrected several issues in Query Search for more consistent handling of: multiple groups of rules, background check filters, on/after dates, and last attended dates.
Fixes
Individuals
- Individuals > Query Search: Corrected an issue where the search button did not activate when there was only one criterion, such as Last name 'is any'.
Reports
- Reports > Attendance > Session Detail: Corrected an issue that displayed 'reasons' as dropdown boxes when viewing the report.
May 3, 2022
Fixes
Groups
- Groups > List: Corrected an issue in Groups where individuals could not be inactivated a second time.
Reports
- Reports > Giving > Summary: Corrected an issue where the Giving Summary Report could show incorrect totals when filtering by group.
April 26, 2022
Enhancements
Reports
- Reports > Giving > Detail: Campaign Name has been added to available column fields on the Giving Detail Report. If the new field is selected on screen, the CSV download will contain a column for Campaign Name.
Fixes
Check-in
- Check-in > API: Corrected an issue where some users were not able to check in using Ministry One.
April 5, 2022
Enhancements
Individuals
- Individuals > Merge: When merging individuals, added a "Switch" icon so the merge record and the destination record can be easily swapped.
Mass Contact
- Mass Contacts > Clone Email, SMS, and Voice Message: Added a new "Clone" icon to Mass Contact allowing users to quickly handle messages that are commonly re-sent, such as a weekly leadership reminder, or a monthly event schedule.
Fixes
Giving
- Giving > Input > Choose a Batch > Create New Batch: Corrected an issue where the Entered Giving Total was not being cleared when choosing a different batch and then creating a new batch.
Individuals
- Individuals > Export to CSV: Corrected an issue where records with multiple addresses were not always exporting correctly.
Mobile
- Mobile App > Directory: Corrected an issue where users could not always view the profile for other family members.
Reports
- Reports > Giving > Detail: Corrected an issue where giving records could show multiple times on a report when being viewed by someone with Reports: "View Giving" permission for multiple specific groups.
Settings
- Settings > Workflows > Add or Remove from Groups: Corrected a Workflows issue where triggers sometimes did not run as expected when a person was added or removed from a group.
March 22, 2022
Enhancements
Groups
- Groups > List > [Select Group]: A new "Clone Group" icon allows fast, convenient creation of new groups based on an existing group. This can help when you have a number of new groups to create, such as tracking summer activities for children and youth.
Fixes
Mobile
- Mobile > Android Permissions: An issue that can prevent Android app users from seeing some functions they have permission to use is being fixed. The next Android release will be making its way through store approvals soon.
February 22, 2022
Fixes
Calendar
- Calendar: Corrected an issue where the 9 Dot App Switcher that links back to "People" was not being displayed on the top bar of the Calendar.
- Calendar > Print > Full Event Print Out: Fixed an error when running the Full Event Print Out report that affected multiple rooms with equipment.
Groups
- Groups > List: Fixed an issue important for organizations with large numbers of groups where 'Select All' did not always function correctly.
Individuals
- Individuals > [Person] > Profile: Fixed an issue for organizations using the date format "dd/mm/yyyy" where the birthdate field was not saving correctly.
- Individuals > Search > Query: Fixed several items affecting viewing And/Or, "In Groups" filters, "Created On Date", and the behavior of some filters when used in multiple Rules.
February 8, 2022
Enhancements
Individuals
- Individuals > All: On all Search pages, included a count of both total individuals and total families.
- Individuals > [Person] > Profile > Edit: Edit Profile has a new home, with friends! A new set of action icons now shows on every Profile page: Edit, Print, Assign Interaction, Log Interaction, and Merge. These icons provide convenient access to important tasks, with permission limits still in place. Merge will be especially helpful for those involved in that regular task. We will highlight the new Edit Profile location for all users, but you may want to point out the new icon for your team members less inclined to embracing technical change.
Reports
- Reports > Background Checks > Details: On Background Checks that have a status of "Pending (Candidate)", added a button for "Resend to Candidate". Clicking this button sends the consent form to the candidate again.
- Reports > Background Checks Management: This new feature allows completed background checks to be reviewed and marked "Accept", "Accept With Conditions", or "Reject." Condition details can be added, and any changes to reviews are logged. Further new Background Check features, including Group Orders, are coming soon.
Fixes
General
- General: Corrected an issue where users with a Leader Role that includes "View Giving" could see report information beyond the group(s) they lead.
Individuals
- Individuals > [Person] > Edit: Corrected an issue where an invalid Date of Birth could cause miscalculations in age.
- Individuals > Search: Corrected an issue where Selections were not being cleared on a new search.
- Individuals > Import: Corrected an issue that could cause the "State" field to not display for matching.
January 25, 2022
Fixes
Calendar
- Calendar > Print: Made improvements to Full Event Detail Calendar Printing so each detailed event displays.
Groups
- Groups > List: Corrected issues where the HTML tags were visible in the group’s description box. Also, adjusted the alignment of the select boxes within Group Lists.
Individuals
- Individuals > List > Directory: Added a count of families to the Individuals List and corrected the displayed total on the directory.
- Individuals > Search > Query: Corrected an issue so the Query search will handle basic non-alphanumeric characters (including "/") in configurable fields.
Reports
- Reports > Giving > Detail: Corrected an issue in the statement process to successfully handle the option to "Include All Individuals With Active Pledges, Even If They Made No Contributions During This Period".
- Reports > Attendance > Sessions > Print PDF: Corrected an issue where only the first on-screen page of Attendance results was printing in the .pdf document.
- Reports > Giving > Giving Overview > [Download Icon] > Current Page: Corrected the Giving Overview pdf document to display the "Giving By Fund" chart.
January 11, 2022
Enhancements
Individuals
- Individuals > Search: Included the basic name search in the top bar on this and related search pages.
- Individuals > Search: Made improvements to load handling for searches.
- Individuals > Search: Added improved diagnostic tracking for searches.
- Individuals > Advanced Search: Added help text explaining the use of "*" and "<empty>" in advanced searches.
Fixes
Interactions
- Interactions > Completed: Corrected an issue when editing a name on a completed interaction that kept the required field from being edited as expected.
Reports
- Reports > Giving > Details > Contribution Statements: Corrected an issue that could create a duplicate label when a contributor had made a pledge.
Settings
- Settings > Workflows > Triggers > Form Submission: Corrected an issue where editing an existing trigger could give a "Form not found" error on a valid form.
Updated