2024 Release Notes

May 23, 2025 (v1.207)

Enhancements

Attendance Reports

  • Reports > Attendance > By Session > [Group]: After you select a group, we’ve added an option to Include Inactive Members. By default, inactive members will not be included.

    This addition should save significant reporting time, as removing inactive members was previously a one-by-one process.

SCCRM-Reports-Attendance-BySession-Include-Inactive-Members.png

 

  • Reports > Attendance > Attendance Over Time: We’ve updated this page's User Interface. Filters and actions now always appear in an uncomplicated header.

    In addition, the Groups drop-down now includes the ability to include Archived Groups and Inactive Members. (Previously, you had to access filters and actions under the Tri-Dot icon).

Updated-Attendance-Over-Time-Screen-Filters-Dropdown.png

 

Fixes

Attendance

  • Attendance > Check-in: We resolved a Permissions issue where users without permission to Edit Notes were errantly able to do so.

    SCCRM-Check-In-Edit-Notes-Permissions.png

Background Checks

  • Background Checks > Order: We resolved a rare issue where users ordering background checks using the new Protect My Ministry (PMM) integration did not see the pop-up displaying packages after initiating an order. (All other parts of the order workflow displayed correctly). Because no package was selected, the order never made it to PMM.

Reports

  • Reports > Attendance > Absences: If a user opted to 'Display User IDs Beside Names, ' the User ID errantly displayed under the Phone Number column on the Absences screen. This has been corrected.

Workflows

  • Workflows > Date Field Trigger: A previous ChMS update caused the Individual Date Field Trigger, when based on a Configurable Field Date, from identifying & firing when an action (date) had occurred for a specified number of Months in the Past. This has now been fixed.

 

April 25, 2024 (v1.205)

Enhancements

Individuals > Profile Screen

  • Custom Text Fields and Notes Fields will now render any web address (URL) as a clickable link and open in a new browser tab. (Note: the URL must begin with https:// ).

Custom-Text-Notes-Fields-Link-1.png

 

March 14, 2024 (v1.203)

Enhancements

The Groups Page is Getting a New Look!

We’ve made changes to simplify usage, increase loading speed, and standardize the on-screen design and tools.

Summary:

  • New: We've replaced the right-hand Filter bar with our standard Filter By dropdown.
  • New: Groups are now a filter option, providing greater flexibility for some of our largest ministries.
  • We've exponentially increased the loading speed of the Groups page.
  • We've created Groups Settings and Actions columns to improve organization.
  • We've added pagination to better manage and browse your list of Groups.

 

Learn more!

 

Configurable Date & Text Fields have increased to 50!

Track more of what matters to your ministry!

On the Settings > Profile screen we’ve updated increased the total number of Configurable Fields you can add. Use these to better record, segment, and report on a wider array of organizational needs!

In addition, we’ve updated the entire look to better organize and simplify managing these fields as well as Glance Icons.

 

February 29, 2024 (v1.202)

Fixes

iOS (iPad) Check-In App

  • When a user added notes to a check-in name tag, those notes were not retained/displayed on the individual’s Profile Screen.

  • In Check-In Station Settings, when "Enable New People to be Created at Check-in" was disabled, you could not add a visitor record, unlike other check-in methods.

Attendance

  • Reports > Attendance > By Session: When attempting to export a report by Group and Date Range, an error would display, and the report would not generate. This has been corrected.  

Settings

  • Settings > Permissions > Roles: Resolved and issue when in certain multi-role scenarios, permissions overrode each other. Example: "Roll A” included View All Individuals for All Groups and "Roll B” included Mass Contact just selected Groups. Previously, permissions from “Roll A” overrode “Roll B” and allowed the individual to Mass Contact all groups. This has been corrected.

 

 

February 16, 2024 (v1.201)

Enhancements

General

  • Reports > Attendance > Sessions:

We’ve simplified Attendance Session filter options!

(1) First, we’ve added our standard Date-Range filter to make it easy to select pre-defined date ranges or choose Custom to input your own.

(2) When viewing a Session itself, you’ll notice a new Inactive checkbox to include, wait for it...inactive individuals! (Bet you didn’t guess that one 😉 ).

Fixes

Attendance

  • Attendance > Desktop Check-In: When adding a full family record in Desktop Check-In, the option to add & manage check-in barcodes did not appear. We have corrected this issue.
  • Attendance > Check-in > Print Labels: Fixed an issue where HTML code was being included in the check-in note on children labels.
  • Attendance > Check-in > Status: We renamed the “By” column title to “Searched By” to improve clarity. This column displays the person who was ‘searched for’ during the check-in process, not the person who checked in a given individual.

Calendar

  • Calendar > Events: When a calendar was embedded in month view, event text would overlap when more than 5 events occurred on the same day. We have corrected this display issue.

General

  • General > Font size Increase: We enlarged the font-size in the following areas for improved readability.
    • Groups > List > [select groups] > tri-dot > Print Attendance Roll
    • Attendance > Check-in > Status > Download to PDF
    • Giving > Input Giving > Choose a Batch > [select a batch] > View entries already in this batch > Tri-Dot > Print
    • Giving > Input Giving > Choose a Batch > [select a batch] > View entries already in this batch > Tri-Dot > Deposit Slip
    • Reports > Overview > [select a session] > Export to PDF Arrow

Individuals

  • Individuals > Add: We corrected an issue where adding a person without an image sometimes failed to save.

Interactions

  • Interactions > Outstanding > Tri-Dot > Filter: When searching for Interactions by “Text Includes,” not all results would appear in certain instances. This has been resolved. Setting
  • Settings > Permissions > Roles: In certain multi-role scenarios, permissions overrode each other. Example: "Roll A” included View All Individuals for All Groups and "Roll B” included Mass Contact just selected Groups. Previously, permissions from “Roll A” overrode “Roll B” and allowed the individual to Mass Contact all groups. This has been corrected.
  • Settings > Permissions > Roles: In certain situations, when new individuals were added, their phone numbers did not appear on their profile. This has been corrected.

 

February 1, 2024 (v1.200) 

Enhancements

Attendance

  • Attendance > Check-in > Badge Notes: Child Check-in Note is referred to as the following depending on the method used. These are now named “Badge Notes”.
    • iOS Check-in - "Badge Note"
    • Desktop and Browser Check-in - "Note"
    • Database Profile - "Child Check-in"

Fixes

Attendance

  • Attendance > Check-in > Add Family: Fixed an issue which happens during the Add Family in Kiosk Mode. Browser Check-in now adds Child Care Note to Child Check-in Notes with the correct dates.

 

 

Updated

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request