Groupable Release Notes

Release Notes

December 3, 2021:

Help Center:

• Reverse and Recreate Officer Funds Transfer to correct a payment history

December 1, 2021:

Help Center:

• groupable|payments Knowledge Center
• End of Year (Budget Periods)

November 24, 2021:

Help Center:

• Introducing groupable|autopay
• How Does AutoPay Work for My Local Group?
• I'm Ready to Set Up AutoPay for My Local Group!
• How Can I Sign Up For Dues Installment Payments?
• How Do I Manage My AutoPay?
• Configure Dues Notice
• How to Start Using Dues Mid-Year
• Outstanding Dues Reports

 

November 23, 2021:

Help Center:

• How do I accept income from Non-Members?
• Recording Member & Non-Member Payments
• Print Dues Notices

November 22, 2021:

Help Center:

• Dec 2021 Live Groupable Training Schedule

November 19, 2021:

Help Center:

• How Can I Sign Up For Dues Installment Payments?

November 18, 2021:

Help Center:

• View Your Sent Emails

 

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:

• Pay my Dues or Make a Donation Online
• Introducing groupable|payments and groupable|autopay

 

November 2, 2021:

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

Help Center: Nov-Dec 2021 Live Groupable Training Schedule

 

October 11, 2021:

Deployed: a number of 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 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

• Income / Expenses
• Budget
• Disbursement Authorizations (aka Vouchers, Expense Authorization)
• Untransferred Funds
• Chart of Accounts
• Add Payments / Non-Member Payments
• Fresh Start (how to clear up historical financial records and chart of accounts)

 

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:

• What are Guest Profiles?

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

July 2, 2021:

Help Center:

• July/August Training Schedule with registration links
• Groupable|m2 User Account Management
• Navigation Menus
• Non-Member Payments

Deployed: groupable App Switcher, groupable|m2 collapsing navigation menu.

The new drop-down navigation menu provides users a larger usable screen area, especially for 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:

• Groupable Email Attachment Size Limits

Deployed: groupable|m2 Non-Member Payments screen.

June 26, 2021:

Help Center:

• OLP Member Portal

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

June 19, 2021:

Help Center:

• Outstanding Dues Report

Deployed: little updates.

June 10, 2021:

Help Center:

• How do I record .... "pass the hat", "Silver Drill", or other cash donations?

May 25, 2021:

Deployed in past month: lots of fixes and little updates. Behind the scenes work on some larger releases coming.

• June Training Schedule

April 27, 2021:

• May Training Schedule

April 19, 2021:

Help Center:

• Introducing Groupable AutoPay

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 who have 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 Filings includes Aging Report and Status Report screens for Parent Bodies.

Help Center:

• Monthly Filings

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: 

• Subordinate Roles in groupable:m2

March 8, 2021:

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

March 5, 2021:

Deployed: OLP: check box to net up debit card payments automatically; 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. Bug fix local calendar panel connecting m2 and OLP Calendars.

February 23, 2021: 

Help Center:

• OLP Webmaster Management
• Introducing Groupable Online Payments

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:

• How to Start Dues Mid-Year

February 16, 2021:

Help Center: 

• What is a Financial Control System, and Why Does a Nonprofit Charitable Group Require a Financial Control System?
• Creating / Announcing / Editing / Copying / Cancelling / Deleting a Calendar Event

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 allows 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:

• Fresh Start (how to clear up historical financial records)

February 1, 2021:

Announcements:

• February Trainings announcement and registration links

January 16, 2021:

Help Center:

• groupable:m2 How To Playlist
• January Trainings announcement and registration links

This Past Week's Deployments: Push v2.0 event engine and add YGS Recalculation button. RAPA: push 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: 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:

• Invalid Login/Password Recovery Help

• Why am I not receiving emails?
• How to whitelist an email address?

December 15, 2020:

Deployed: m2V2 - new local consolidation feature for groups on 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 "email dues notice" button only when 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 checkout screen.

November 27, 2020:

Deployed: bug fixes, added email and print dues notices buttons to the member payment screen, and add auto login to the local dashboard. Deployed fixes to member account editing so member’s can 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:

• If you cannot join us for a Groupable:Live! Session, please check out our comprehensive Groupable:How To video playlist

November 16, 2020:

Updates to Help Center:

• How To: record a bounced check and bank service charges

November 13, 2020:

Deployed: Bug fixes for OLP - Create account.

Updates to Help Center:

• WePay 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:

• OLP - My Events, Nearby Events, Other Events
• I've Set up my WePay Account - how can my members pay online?
• When Member Payments/Dues Owed shows a Credit (negative)
• Dues / Arrears

October 19, 2020:

Updates to Help Center:

• Announcing your OLP Events

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:

• Embed your OLP Calendar on another website: Instructions
• How do I forward a URL to our OLP Site?

October 8, 2020:

Deployed: Contact Info bug fixes for invalid addresses.

Updates to Help Center related to new releases:

• Email Dues Notices
• Groupable:m2 Symbols and Icons
• Aged Receivables (Dues & Arrears)
• Tables and Reports - Sorts, Exports, Reports
• How to Allow for Online Prepayment of Dues

October 7, 2020:

Updates to Help Center related to recent releases and more:

• How to Update your own Contact Information in OLP
• OLP Account Management
• Paying my Dues in OLP
• Printing Labels/Envelopes for Dues Notices
• Who Has Access to Groupable:m2?
• Creating Your groupable:m2 Account
• How Do I Recover My groupable:m2 or MORI Classic Access?

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:

• Managing Member Contact Info
• Managing your existing roster
• Adding to your roster
• Finding Members
• Member Record Screen
• Overpayment or Advance Dues Payments
• Entering Member Payments
• Assigning / Changing Member Type
• Managing Member Types
• User Account: Swap Role, Change Default Role
• Dues Reports
• Dues / Arrears

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.