June 4th, 2025 (v. 1.227)

Auto-Add New Profiles to a Group!

Under Permissions > Global Permissions, you can now select a default group for newly created profiles. This new feature ensures that all new individuals are included in reports, workflows, and follow-up processes without manual intervention, whether they're created manually, through forms, or elsewhere. Learn more about default Group assignment!

Note: Any new profiles created via Check-In will be assigned to the Group specified in Check-In Station Settings rather than the Group specified here. Learn more about Check-In Station Settings.

Fixes: 

Giving Statements weren't Displaying Names

• When you email giving statements, you're presented with an option to download statements for individuals without emails. In certain situations, names were missing from the PDF download. We've resolved this issue. 

Merging Profiles could remove individuals from existing Schedules, Group Leader Roles, or Workflows.

• We corrected an issue where Group Leader Roles, Schedules, and Workflow Actions weren't transferred during profile merges. In other words, during a merge, if the non-target person was assigned to a Schedule, as a Group Leader, or an action in a Workflow, that person would be removed from the respective Schedule, Group Leader position, or Workflow. 

Attendance Name Search

• When searching for names in Attendance, if an individual had a preferred name different than the first name, the profile would not appear in search if you searched by first name. The search now accurately includes both first and preferred names, so you can easily find the individual in question.

Check-In Suggestions:

• Under Check-In Station Settings, when "Ignore Attendance History for Suggested Groups" was unchecked, active groups were disappearing from the 'Suggested Groups' list after checking into other groups. Now, the two active groups will always be displayed at the top of the 'Suggested Groups' list, with the most recently checked-in group appearing in the third position.

May 20th, 2025 (v. 1.226)

The Group Settings Page has a New Look!

We've updated the user interface on the Group Settings screen to simplify Group management and setup.

Previously, this screen was long, cluttered, and, honestly, a little confusing.

Now, you'll notice that Group Settings has been divided into three well-organized, expandable sections (below). 

Since both Attendance and Check-In are heavily used, these options are now higher on the page to improve your setup workflow and eliminate the need to scroll. In addition, we've worked hard to make Group Properties much easier to view and manage. Learn about all that's changed!

NEW FEATURE! Check-In Visibility

You can now automatically show or hide groups within Check-In based on the day and time they occur. This allows you to display only the most relevant groups to attendees, streamlining check-in and reducing errors. Moreover, automation reduces administrative setup time and training for your staff and volunteers who typically run check-in. Learn more about Check-In Visibility!

Additional Enhancements

Mass Email now supports over 5000 individuals!

• Our mass email tool previously limited recipients to 5,000 for a single email. This limitation has been removed, and you can now mass email as many recipients as needed!

Advanced Search Results Column Selector

• We've renamed "ID" to "User ID" to standardize our naming conventions.
• We've added Custom Date Fields to the Column Selector. Now, both custom text and date fields can be displayed as columns within your search results.
  
  

Giving Report Results Column Selector

• We've decreased the vertical spacing so you can view/manage which columns display with less scrolling. (The new spacing matches the column selector shown above within Advanced Search).

Coming Soon! CSV exports will soon match the columns you've selected to display within your results! (Currently, you must re-select your columns within the CSV export tool as an additional step.)

Fixes:

The Group Finder Map is back!

• The helpful map that displayed group locations was temporarily unavailable within the Group Finder. We've fixed the root cause, and it's back!

Individuals can Add Pledges again

• A previous update prevented general users from adding their own pledges to existing campaigns. This has been corrected, and the +Pledge button will now appear for them again.

Query Search Custom Date Result Display

• When using Custom Date Fields within the Query Search, the date might display as 2025-04-21T00:00:00+05:30. The unnecessary time data has been removed, and results now display just the date as expected (E.g., 2025-04-21).

Merge Individuals Tool

• When merging individuals, if "Family Label," "Family Greeting Name," and "Family Profile Image" were selected from the source user, a merge error would occur, displaying the standard error screen. This has been corrected.

May 6th, 2025 (v. 1.225)

Enhancements

Mass Contact

• We’ve Improved the Unsubscribe Verbiage
  • We've updated the unsubscribe line in mass contact emails to be clearer and more concise. The new wording reads: "If you no longer wish to receive emails from [Organization Name], click here to unsubscribe."

Groups > List Screen: 

• Ability to Manage over 5,000 Groups

  • We’ve added the pagination options of 500 and 1000, allowing you to view and manage an unlimited number of groups. Previously, the pagination limits prevented viewing more than 5,000 groups.

Background Checks: 

• Allow Rescreening for a Single Page of Background Checks

  • We’ve implemented the ability for admin users with correct permissions to trigger re-screening of a member when there's only one page of background checks. This enhancement improves the workflow for managing background checks in smaller organizations.

Fixes

Attendance

• Restored 'Create New Individual' Button
  • The 'Create New Individual' button disappeared when starting a new Attendance session. It’s back 😊

April 22nd, 2025 (v. 1.224)

Enhancements

Settings > Profile Screen: We’ve Moved the Save and Cancel Buttons.

• We've repositioned the Save and Cancel buttons to the right side of the page, aligning with our design standards and creating a more intuitive UI.
  
  

April 9th, 2025 (v. 1.223)

Fixes

Attendance

• Attendance Date Picker now allows you to enter dates manually: We've finally fixed that pesky date picker when entering an Attendance Session! Now, you can effortlessly type in dates manually as intended.

Settings > Profile > Custom Text Fields

• Custom Text Fields now report "0" accurately: We've fixed the issue where selecting "0" as an option in custom text fields was interpreted as "nothing." Now, if a custom text field has a zero value, it will display correctly in reports or individual profiles.
• Computers will be Computers: You've probably heard that computers speak in ones and zeros. At the most basic level, that's true. Similar to a light switch, one represents "on" (or true) and zero represents "off" (or false).
  
  Regarding custom text fields, if the number zero was an option, our system understood that as "false" instead of the actual number zero or "none" (the way humans think). Thus, custom text fields with a zero value selected didn't appear in searches or on profiles.
  
  After hours of diplomacy with our software, it now understands zero the way humans do—and sends its sincere regrets for the misunderstanding. 😉

Individuals > Advanced Search

• Advanced Search "Select All" now actually Selects All: Previously, when using Advanced search, if you clicked Select All, only the first page of individuals would be selected. We’ve corrected this issue so that every individual is selected, regardless of how many pages of results appear. Now you can reliably take action on every individual, such as adding everyone from a search result into a Group.
  
  

March 25th, 2025 (v. 1.222)

Enhancements

Settings

• Settings > Profile > Reinstate Renaming, Deleting, and Re-Ordering of Custom Text Fields: We've brought back the ability to rename, delete, and re-order options in custom text select lists. You can now easily manage your custom fields in the Settings > Profile section. When renaming fields, the changes will automatically update for all individuals with the old values. Learn more about Configurable Fields.

February 25th, 2025 (v. 1.221)

Fixes

Attendance

• Input > Session Date selection: Fixed an issue where the selected Session date for attendance would revert to the original date. The date will now remain as selected when marking attendance.

Search

• Search > Advanced Search for Email Addresses: Resolved a JSON error that prevented exporting and viewing the "Have Email address" group. Users can now successfully export search results to CSV.

February 11th, 2025 (v. 1.220)

Fixes

Attendance

• 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

• 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.
  
  

• 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

• 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.
  
  

• 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.
  
  

• 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

• 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.
  
  

• Unsubscribe Email Links: The unsubscribe link within mass emails became non-functional. We have corrected this.
  
  

• Emojis in Email: Fixed encoding of emojis in Mass Contact emails. Emojis now display correctly in both email subject lines and body content. (Phew! 😅)
  
  

• 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

• 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.
  
  

• Giving: After filtering by date range, duplicate sort icons appeared within Giving Reports. Reports now display a single, functional sort icon, as intended.
  
  

• 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.
  
  

• Attendance > By Aggregate: The “Inactive individuals” checkbox is now selected by default in Aggregate Reports.

Search

• 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.
  
  

• 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 June 04, 2025 20:11