Roll Call v13 Release Notes

Version 13.0.112/2/2014 11:25:00 AM

Version 13.0.0 11/11/2014 2:05:00 PM

  • + Add ability to send SMS texts using NexMo Service (without needing Carrier)
  • + Ability to duplicate multiple groups at once from Groups Search list with right mouse click
  • + Ability to set color scheme for Roll Call
  • + Recurring Contributions can now be set for bi-weekly contributions
  • + Added donation type to recurring contribution. Default is ACH
  • + System will automatically set Recurring Contributions to inactive based on inactive date
  • + Added QuickAdd under Contributions to quickly add contributions to a batch
  • + QuickAdd under Contributions allows multiple people to add contributions to the same batch at the same time
  • + Changed Add a Family under People to quickly add Families or Organizations. Columns can be customized per Roll Call User
  • + Improvements in Logging
  • + Redesigned Navigator icons
  • + Client Checkin - Search by name uses Nickname and First Name instead of just nickname
  • + Client Checkin - Search by name - you can also use "last, first" or "last,first"
  • + Client Checkin - Add Visitor - you can specify cell phones and carrier for Adults
  • + Client Checkin - Redesigned to allow easier checkin with fewer steps
  • + Client Checkin - Allows selecting authorized people for check out
  • + Client Checkin - Allows ability to add Custody Comments and Checkin Alerts when not self checkin
  • + Client Checkin - Rapid checkin only works when Return by Individual is set with only one meeting they can check into and they aren't already checked into anything. Rapid checkin is ignored when Return by Family is set
  • + Client Checkin - Ability to add background picture for each checkin user
  • + Client Checkin - Option to edit certain profile fields for person
  • + Client Checkin - Ability to send texts
  • + Client Checkin - If Self Checkin is set to checkin by last 4 digits of phone number, there is a Search by Name button to allow searching by last name if they can't find by phone
  • + Client Checkin - Self Checkin can be set to checkin by 4 digits of phone number as well as Name, etc.
  • + Redesigned People - Edit Profile
  • + Define Authorized people for check out from People edit profile
  • + User Security changed to determine who can access Checkin Settings from People Profiles
  • + User Security changed to determine which Checkin Users can access Edit Profiles
  • + Added Grade to People Profile for children and youth
  • + Added Grade, Wedding Date and Env No to People Custom Import (1 row/person)
  • + Client Checkin - Recommended groups will be displayed if person not enrolled based on age or grade
  • + Graduate by Grade added to Utilities menu. Changes person's grade and/or group enrollment
  • + Group Mass Enrollment can now be done by grade range or age range
  • + The pledge received column on the receipt is now as of the end date for the receipt run instead of just the receipt window. In other words, it is Pledge Received to date.
  • + Added Parents Cell as special column on People > My Reports
  • + Added Parents Name and Cell as special column on People > My Reports
  • + Added ability to duplicate users and their settings
  • + Exports for Quick Books and MYOB use GL Fund and GL Account No respectively (if present)
  • + New Setup Assistant for brand new databases
  • + Added ability to drop church logo on Navigator logo and automatically save it
  • + Replaced Graphs with graphing tool that doesn't require flash
  • + Contribution Reports fiscal year choices now set dates based on fiscal month set in Organization