February 11th, 2025 (v. 1.220)
Fixes
Attendance
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Input > Session Date: We've fixed a problem where the selected date for an attendance session would revert to the original date when using the provided drop-down calendar. The chosen date will now persist as expected when marking attendance.
- Attendance by Aggregate Report: We've addressed an issue in the Aggregate Report where the inactive count was displayed incorrectly on the bottom right side of the session view. This fix ensures that the inactive count accurately reflects the number of inactive individuals in your groups.
January 28th, 2025 (v. 1.219)
Fixes
API - Attendance
- Headcount Data Accuracy: We've corrected a problem with the GET /attendance/session/ endpoint, which was not returning headcount data correctly for groups set up to track headcount attendance. This fix ensures accurate reporting of attendance numbers for any customers using our API.
General
- Mass Edit Field Selector: When adding multiple fields to mass-update, the field selector allowed you to select the same field multiple times. We’ve corrected this so that when adding new fields to mass edit, previously selected fields cannot be added and appear grayed out.
Settings
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Check-In > Check-In Station Printer Dropdown: Brother discontinued printer model “QL-570” several years ago. Therefore, we’ve removed this printer option to reflect currently supported models.
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Check-In > Check-In Stations: The two toggles to search for inactive stations and reprinting labels were misaligned vertically. We’ve corrected this minor display issue.
January 14th, 2025 (v. 1.218)
Enhancements
We’ve standardized the Save and Delete Button Placement
On almost every screen, the Save and Delete buttons have been moved to the right side of the page. (See the examples from the Edit Individual and Permission screens below). We hope this more consistent user interface streamlines your experience!
Matching Logic Improvements to Reduce Duplicate Profiles and Sync Errors!
There is nothing more fulfilling than auditing and merging potential duplicate records.
To reduce the creation of duplicate profiles and sync errors, we’ve enhanced donor matching logic with our integrated Giving Software. When a new donor gives, improved matching logic more thoroughly reviews potential differences in first and last name as well as phone number.
For example, previously, if a donor’s email address was assigned to multiple profiles in ChMS, a sync error would be generated. You’d have to manually ‘match’ the profiles between ChMS & Giving.
More intelligent matching will now review the cell phone number and check if it’s assigned uniquely to just one profile. If so, a match will be made! In addition, our updated matching logic intelligently considers minor differences in name capitalization, preferred names, and other nuances.
Precise matching between ChMS and Giving is paramount, and we expect these enhancements to save you administrative time and improve your experience with our integrated tools.
Fixes
Groups
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Tri-Dot > Mass Edit: When mass editing groups and selecting dates using the calendar tool (e.g., Baptism Date), a date selected would not appear within the date field unless manually entered. We have corrected this.
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Groups > List > Filter By > Group Properties: We corrected a filtering logic issue for Group Properties. When filtering by properties, users now see only groups they have permission to access.
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Editing Group Descriptions: In most places of our ChMS, a keyboard shortcut of ‘s’ automatically places the cursor in the search bar to speed up search access.
However, when editing Group Descriptions, typing ‘s’ inadvertently placed the cursor in the Search bar - making it difficult to type words or sentences containing the letter 's.' We’ve corrected this frustrating issue. (Much to the delight of Sammy the Snake, Sesame Street’s first beloved “S” Letter of the Day Muppet).
Mass Contact
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Email/SMS: When using mass contact and selecting multiple groups, only individuals within the first group were displayed in the Select Individuals field (where you can manually remove specific individuals if needed). This has been corrected.
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Unsubscribe Email Links: The unsubscribe link within mass emails became non-functional. We have corrected this.
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Emojis in Email: Fixed encoding of emojis in Mass Contact emails. Emojis now display correctly in both email subject lines and body content. (Phew! 😅)
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Mass Contact using Firefox: A Firefox update prevented the Email, SMS, or Voice screens from appearing after selecting any of these Mass Contact options. This has been corrected, ensuring a consistent experience across all supported browsers.
Reports
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Background Check Report: The “Order” permission was incorrectly required to view background check results. We have corrected this issue so that only users with “View” permissions can see Background Check results.
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Giving: After filtering by date range, duplicate sort icons appeared within Giving Reports. Reports now display a single, functional sort icon, as intended.
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Attendance > Attendance Over Time: We’ve fixed the “Distinct People Present” count in Attendance Over Time reports. Reports now accurately reflect the number of unique attendees.
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Attendance > By Aggregate: The “Inactive individuals” checkbox is now selected by default in Aggregate Reports.
Search
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Advanced & Query Search: When searching Anniversary Date using the “On or After” filter, individuals without an anniversary appeared within the results. Reports now accurately filter individuals based on specified Anniversary Date criteria.
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Query Search: Resolved an issue where Join Date filters were not honored in the Query Searches. Join Date criteria now properly filter group members in query results.
Updated