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Groupable Release Notes

Sylva Menard
  • Updated

Release Notes

June 17, 2022:

Deployed:

  • Report of Installation/Certificate of Election: contact us to switch from a Certificate of Election (with future Installation dates), to Report of Installation (does not allow future installation dates).
  • "Add Alias" (alternative names) to a member record
  • Port "Add Widow Record" to groupable|m2 screens
  • Display Current Officers on open COEs
  • bug fixes to tables

June 6, 2022:

Deployed:

  • Group AutoPay Dashboard: Group users can view all existing AutoPay local accounts and member payment plans.

May 25, 2022:

Deployed:

  • 990s Report (Last Tax Filing)
  • IL Raiser: donor birthdays custom report.
  • Bug fixes for AutoPay emails and background jobs.
  • DelayedJob dashboard for Admin.
  • Update to Print Template.
  • Group Dashboard pages.
  • Added Title and Office Suffix to Necrology report (hidden column).
  • Various feature requests, bug fixes, and backend enhancements paving the way for future releases including a reduction in power consumption.

May 13-23, 2022:

Deployed:

  • Group > Festivals bug fix.
  • Finances: Voided disb. removed from Transactions list.
  • Continued porting of reports to All Reports screen:
    • Various Hidden fields added to tables in many reports:

Screen_Shot_2022-05-26_at_1.05.00_PM.png

    • Necrology Report ported to m2 and added to All Reports.
    • Awards Reports ported to m2 and added to All Reports. (removed from Group/Grand Lodge menu)
      • Available at all levels - local user, district, and group.
      • View a date range of selected Awards and their status.
    • Locals Tax ID report includes Date Last Filed. Edit the Date Last Filed in the Info/Officers screen.

 

  • Dues Cards Printing for Group Users:
    1. Moved Location: Members menu (was on Reports menu)
    2. Two Dues Card printing options:
      • Dues Cards - LEGACY: no changes - same familiar screen and functions
      • Dues Cards - NEW:
        • view your print queue.
        • Print your dues card queue:
          • Select Template front
          • Duplex on/off
          • Select Template back
          • Select Dues Year
          • Page break by local
          • Void unused cards
          • Printer calibration x/y offset
        • Print dues cards from any Dues Card Templates, including different Front and Back duplex templates.
        • New configurable templates - print from any number of Dues Card Templates - template design required (see below).
    3. New Feature: Dues Card Print Template:
      • Location: Admin
      • New: configurable and updatable user interface for Dues Card layouts.
      • QR codes, bar codes, custom configurations, watermarks, text fields, member information. Add new fields to your Dues Card Template, or create different types of Dues Card Templates for different memberships.
      • Send an email to support@groupable.com and we will work with you to develop an updated Dues Card Template when desired.

May 13, 2022:

YouTube Channel:

  • Finding Reports in Groupable

 

Deployed:

  • Improvements to Classic mergers, and merge foreign/related locals: set local type id, only create officer records for offices that are set on the merger form, clean the caches views (so the new local will show on the group dashboard), and redirect to the new local in m2. 

 

May 11, 2022:

Help Center:

April 9-22, 2022:

Deployed:

  • Bug fixes, behind-the-scenes work to allow for uploading and attaching files in groupable|m2. 
  • Behind-the-scenes work for multi-group OLP support (first setup coming soon).
  • Reports > All Reports: searchable page, listed alphabetically for all reports in one place (not all reports are configured for or available in all jurisdictions)

 

April 8, 2022:

YouTube Channel:

  • Groupable Live! Running a Great Education Event

  • Correcting a Dues Year

 

March 28, 2022:

Help Center:

 

March 21, 2022:

Deployed:

March 18, 2022:

Help Center:

March 16, 2022:

Deployed:

  • Bug fixes; changes to Recent Events to display greater than 30 days.

March 8, 2022:

Help Center:

March 7, 2022:

Deployed:

  • Related Groups (other groups): add columns for Local Memberships, move Dual Members to bottom of screen, put the Locals List on the upper right.
  • Extend Sent Email History for a user (View Your Sent Emails)

Help Center:

February 13, 2022:

Deployed:

  • v2EE orgs: add honorary affiliations, add affiliations (local affiliates) (by secretaries), add widows.
  • Update "foreign country" when USA is country.

 

February 11, 2022:

Deployed:

  • Officer History Report on Info/Officers screen.
  • Append .pdf to PDF COE download
  • Add local affiliates by secretaries (v2EE orgs)

 

February 10, 2022:

Deployed:

  • Change in Contact List. The contact list now contains all active parties affiliated with the local (members, widows, contacts, donors, etc.) This is different from the roster which includes members only.  
  • v2EE plural domestic affiliations
  • member screen changes (new dashboard)

Help Center:

 

February 9, 2022:

Deployed: Draft status of emails in "email sent history" (see View Sent Emails, Edit/Send Unsent Emails)

 

February 8, 2022:

Deployed: Member Events as Milestones; Deceased Date as Milestone on Member Record. Fix OFT print totals.

 

February 3, 2022:

Deployed fix for emails. Port officer history report.

 

February 1, 2022:

Deployed:

Bug fixes: Resolved inconsistent behavior when creating or editing a party record
Fixed an edge case where a member's award history could not be updated
Allow events to be updated even if the record is missing acting local
Unify the current degree calculation
Allow group secretary address to exclude zip and state for foreign countries
Resolved some issues around raiser lockbox import

New Features: Remit receipts are now handled separately from other types
New scrolling table when creating an officer funds transfer
Added "special" column to COE table
Use events for milestone dates
Automatically focus on the first field when opening a form
Display alerts and error feedback at page top instead of a modal
Added more links and data in raiser

 

January 27, 2022:

Deployed:

  • Fixes to time stamps in Officer Funds Transfers (online payments cutoff deposit date); fixes to time stamps for Finances 2.0. Sync of WePay Admin data for groupable. Add table column controls.

January 24, 2022:

Deployed:

  • Merge member function (merge duplicate records - instructions coming!) Creating and updating related locals, fixed links to the setup WePay account videos.

January 23, 2022:

Help Center:

January 20, 2022:

Help Center:

January 18, 2022:

Help Center:

Deployed:

  • Speedup for dues screen, bug fixes for Raiser, added tooltips for YGS (years in good standing), fixes 

January 17, 2022:

Help Center:

Deployed:

January 14, 2022:

Deployed: 

  • a number of bug fixes and corrections in m2 and Raiser.

 

January 11, 2022:

Training Schedule Updates:

Announcing February Groupable|Lives on the topic Let's Talk Taxes (filing your 990s, staying in compliance with your Parent Body and the IRS)

 

January 7, 2022:

Deployed:

  • groupable|raiser: a next-generation Fundraising module
    • App switcher icons
    • Add breadcrumbs to the donor profile screen,
  • Bug fixes and updates including:
    • Revert widows/contacts as needed in NY
    • on member profile highlight affiliations with YGS errors,
    • Do not allow whitespace in usernames,
    • Several Finances 2.0 updates including 
    • strip non-numeric characters from disbursement amount, adding check number to checkbook balance.

Help Center:

 

December 30, 2021:

Training Schedule:

Help Center:

Creation of Admin Knowledge Center:

 

December 17, 2021:

Help Center: 

  • New video instructions for setting up your WePay Merchant Account:

December 14, 2021:

Additional December Sessions Added:

Week between Christmas and New Years: SIGN UP FOR AUTOPAY SESSIONS (Here's our AutoPay Knowledge Base)

Help Center: 

December 9, 2021:

Upcoming End of Year Schedule:

Help Center:

December 3, 2021:

Help Center:

December 1, 2021:

Help Center:

 

November 24, 2021:

Help Center:

 

November 23, 2021:

Help Center:

 

November 22, 2021:

Help Center:

November 19, 2021:

Help Center:

 

November 18, 2021:

Help Center:

 

November 15, 2021:

Deployed: Officer Management ported into groupable|m2. 

 

November 12, 2021:

Deployed: added setup dues video to Dues / Arrears screen, Ruby upgrades, Rails upgrades. More updates and bug fixes.

 

November 10, 2021:

Help Center:

 

November 2, 2021:

Deployed: groupable|raiser - ask us how to improve your Group's Fundraising impact!

Help Center: Nov-Dec 2021 Live Groupable Training Schedule

 

October 11, 2021:

Deployed: several enhancements and bug fixes to groupable|m2 and OLP; groupable|m2 User Roles; 

 

October 5, 2021:

Help Center: Updated Navigation to Help Center

 

October 4, 2021:

Deployed: Checkbook Ledger for Finances 2.0.

Help Center: October-November Groupable Live Training Schedule

 

September 22, 2021:

YouTube Video: Cleaning up a Chart of Accounts

 

September 13, 2021:

Deployed: Disbursement Authorizations: Set print background to white and font to 14 pt; sort by number descending; Add address fields; Improve the responsiveness of disbursement authorization form. Add Widow: expose Classic add widow screen for deceased members. 

Nighttime system update. Porting "create local."

 

September 11, 2021:

Help Center: Local Roster Report

 

September 8, 2021:

Help Center: Adding Finances 2.0 videos

 

September 3, 2021:

Deployment of Finances 2.0 for all systems and 11 refinement deployments. Watch the Finances 2.0 Playlist.

Help Center: Finances 2.0 Training Playlist (click link)

Highlights: new chart of accounts, flexible cash to treasurer transfer, flexible date-range reporting, improved budgets, and much more.

Deployed: budget period fixes. Life Membership fixes in MA. 

 

September 1, 2021:

Deployment of Finances 2.0 is coming soon. Watch some videos by clicking the link to the playlist below. 

Finances 2.0 Training Playlist (click link)

1. First Video in Finances 2.0 Playlist: From Finances 1.0 to Finances 2.0

Deployed: bug fixes and data cleanup.

 

August 25, 2021: 

Deployed: monthly filings bug fixes and improvements. Add Manage Endowments to Local Affiliations / Memberships Menu. Add Mentor field to Edit Member Info. 

 

August 24, 2021:

Deployed: m2 edit member record screens. m2 Parent Group Home screen.

New YouTube Member Screen video overview: 

 

YouTube: Add office held history video:

 

YouTube: Add a Member Photo video:

 

July 6, 2021:

Help Center:

Deployed: minor bug fixes. Fix mobile rendering of the new Menu button.

 

July 2, 2021:

Help Center:

We deployed: groupable App Switcher, groupable|m2 collapsing navigation menu.

The new drop-down navigation menu provides users a larger usable screen area, especially those on laptops and tablets.

The new groupable App Switcher provides users a seamless transition to other groupable services such as the OLP Websites and the Member Portal. Coming: returning to groupable|m2 from OLP Websites and the Member Portal.

 

July 1, 2021:

Help Center:

We deployed: groupable|m2 Non-Member Payments screen.

 

June 26, 2021:

Help Center:

Deployed: groupable|m2 "become user" from Info/Officers screen for Admins.

 

June 19, 2021:

Help Center:

Deployed: minor updates.

June 10, 2021:

Help Center:

May 25, 2021:

Deployed in the past month: lots of fixes and minor updates. Behind the scenes, work on some more significant releases coming.

April 27, 2021:

April 19, 2021:

Help Center:

April 11, 2021:

Deployed: m2 new feature: Consolidation of Local Groups Menu. Subitems from the Local Groups Topics are now found internally on their Primary Topic page with a "hamburger" menu in the upper right corner. 

m2 new feature: Monthly Filings replaces Monthly Reports for jurisdictions with the Monthly Filings feature. Monthly Filings include the following information: Member Events, Candidates (as of last 13 months), Meetings (attendance), New/Updated Contact Info.

This new Monthly Filing includes Aging Report and Status Report screens for Parent Bodies.

Help Center:

March 9 - April 10, 2021:

Release notes to be added here

Deployed: m2 new feature: Subordinate Roles management on Info/Officers > Additional Local Users table.

Help Center: 

March 8, 2021:

Deployed: m2 new feature: notes for contact info components and v2 event engine events.

March 5, 2021:

Deployed: OLP: check box to automatically net up debit card payments; tweaks to merchant account panel. m2: minor bug fixes. Added "Training Schedule" to groupable|m2 navigation menu.

March 3, 2021:

Deployed: update of login browser cookies, requiring all users to log in to their database monthly.

March 2, 2021: 

Deployed: m2 bug fixes; internal improvements and changes to m2 & OLP; optimization of views for iPads, tablets, and narrow-width screens (especially member records and COEs).

February 26, 2021:

Deployed: m2 bug fixes, internal improvements, and changes, display active and inactive member counts for local member types, fix custom message position on printed dues notices, display labels of affiliation statuses, allow 2/29 spouse birthdate. Improve read-only access for links and popups—update YGS. Bugfix local calendar panel connecting m2 and OLP Calendars.

February 23, 2021: 

Help Center:

Deployed: general bug fixes, voucher signature lines changed to universal labels

February 20, 2021:

Updated 2021 Feb/March Training Schedule

February 17, 2021:

Help Center:

February 16, 2021:

Help Center: 

Development/Deployments:

  • Updated Info/Officers screens for local elected and appointed offices: "Edit Local Officers" The red circle (minus) allows you to remove an officer. The change circle will enable you to replace an officer. This is now managed on this Info/Officers screen.
  • NY: Push m2 Certificates of Election (COE). 

February 14, 2021:

Help Center:

February 1, 2021:

Announcements:

January 16, 2021:

Help Center:

This Past Week's Deployments: Push v2.0 event engine and add YGS Recalculation button. RAPA: push a new Certificate of Election (COE).

January 5, 2021:

Deployed: General bug fixes and speed improvements on data tables and Bulk Edit Dues screen. Expanded Dues Owed modal from Member Table (click to view Dues Owed by year and total without leaving the screen).

Recent deployments: the display of creation date for new user accounts (Admin > Manage Users)

December 21, 2020:

Introducing Groupable Online Payments

December 18, 2020:

Updates to Help Center:

December 15, 2020:

Deployed: m2V2 - new local consolidation feature for groups on the V2 engine.

Deployed: m2: expanded affiliation editing options for Admin users only.

Deployed: OLP: changed Weekly Masonic Update emails to go out Tuesdays instead of Saturdays.

December 10, 2020:

Deployed: bug fixes to OLP:m2 connections. Display the "email dues notice" button only when a party has a valid email. Updates to OLP Merchant Status box in Dues/Arrears screen.

December 7, 2020:

Deployed: m2/OLP connections enhanced to display OLP Merchant Account status in m2, extend credit card expiration years in OLP checkout, added Member Number to the checkout screen.

November 27, 2020:

Deployed: bug fixes, added email and print dues notices buttons to the member payment screen, and added autologin to the local dashboard. Deployed fixes to member account editing to change their passwords—imported management of user roles to m2. Fix to update contact forms.
 
Deployed: Admin > Manage User port. Allows Parent Organization Admins to manage user accounts in m2, change of m2 usernames, etc.
 
Deployed: emailing and printing of dues notices from member payment screen allows you to print or email a dues notice owing zero as a receipt.
 

November 17, 2020:

November 16, 2020:

Updates to Help Center:

November 13, 2020:

Deployed: Bug fixes for OLP - Create account.

Updates to Help Center:

November 5, 2020:

Deployed: Single-click log in to OLP from groupable:m2.

November 3, 2020:

Deployed: bug fixes so that your login session will stay active.

November 2, 2020:

Deployed: MORI Classic login has been retired. Please log in through groupable:m2. Sort solicitations (on the customize dues notice) is now alpha-numeric. Added Members with Invalid Postal Addresses at Group level (parent organization). Import into m2: Mailing: Officers without Labels Reports, adding three reports (invalid cell, phone, email, postal address). 

October 30, 2020:

Rewrite of YouTube Groupable How-To videos.

 

October 20-27, 2020:

Deployed: general bug fixes, bug fixes to print single member. Changes in Dues / Arrears display, refactor configure dues. Bug fix for Military History to accept years as well as full dates.

Updates to Help Center:

October 19, 2020:

Updates to Help Center:

October 12, 2020:

Deployed: contact mechanism clean up: includes normalizing phone numbers and consolidating phones, cells, and emails.

Deployed: select data cleanup; bug fixes; error resolutions.

October 11, 2020:

Deployed: Admin Email Statistics (display queued, sending, sent)

Updates to Help Center:

October 8, 2020:

Deployed: Contact Info bug fixes for invalid addresses.

Updates to Help Center related to new releases:

October 7, 2020:

Updates to Help Center related to recent releases and more:

October 6, 2020:

Deployed: Bug fixes and refinements to tables. Dues section: Print Envelopes and Labels for Dues Notices. Select y/n ADDRESS SERVICE REQUESTED. Formatting of dues notices. Release Notes link added to Navigation Menu. Correct Members by Member Types to correctly categorize by Active/Inactive Members. Consolidate Online Dues management to groupable:m2 > Dues & Arrears > Configure Dues Notice/Email Dues Notices (deactivate Dues section in OLP).

September 29, 2020:

Bug fixes. Deployment of Print Dues Notices by Member Type. Member Payment deletion will always revert a Dues Owed.

September 25, 2020:

Deployed: Several updates to Member Payment Receipts, login screens, dues notices, tables and TL reload upon logout. Fix to the OLP web page link for the local.

 

September 24, 2020:

Deployed: Groups and Locals live on production, replacing Grand Lodge/Chapter/Commandery/Council and Lodges/Chapters/Commanderies/Councils in the code. Small changes to menu labels. Lodge/Local, Grand Lodge/Group.

Continued updates to Help Center language, organization related to recent releases.

September 23, 2020:

Updates to Help Center related to recent releases:

September 18, 2020:

Deployed: Dues Notice Updates which includes: single click for sending one dues notice, options for the contact form, show emails sent confirmation, add member contact info to dues and arrears owed exports to PDF and excel.
Deployed: fix for OLP emailing of dues notices.
 

September 16, 2020:

Deployed TL, significant speed improvements loading tables.

Tables (Lodge, Chapters, Members, Financial Transactions, etc) will now recall your most recent Sort or Search when you return to the page.

September 15, 2020:

Deployed update to email dues notices.

Deployed Parent Organization Life Membership $$ icon on the Import Dues and Bulk Edit Dues screen.

September 14, 2020:

Deployed m2 edit contact information from the Member Profile screen.

August and early September 2020:

Deployed: speeds up the lodge screen by loading members tabs on demand rather than ahead of time
 
minor fixes and tweaks to editing dues for members. 
 
Removed merged affiliations from the list of affiliations on the member screen.
 
Edit Affiliation now allows an affiliation to be pushed back to an ancestor lodge.
 
Implement data table export formatter.
 
Tweaks to links to edit dues screen. Instead of having an icon next to the dollar amount to link to the payment screen the number itself is now the link to the payment screen.
 
Port Edit Affiliation: Allow editing of affiliation dates, lodge, etc. This feature has been disabled in MORI Classic. Moves the delete affiliations feature from MORI Classic to m2 pencil on each Affiliation line.
 
Port Edit Member Life-Cycle Event: This allows an end user to edit things like the date on a member event. This has also been forward ported to the V2 Event Engine, and is tested in both V2 and Classic event engine configurations. This feature has now been disabled in MORI Classic.
 
Edit and Create Member Notes. This is accessible from the notes pencil on the member screen. This features has been disabled in MORI Classic.
 
Port Create and Edit Jurisdictions. This feature still needs to be turned off in MORI Classic.
 
Manage dues features: set up dues, add new dues year, import/bulk edit dues, add member payments, dues notice configuration, solicitation management, etc. These features have been disabled in MORI Classic.

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