Happy New Year and a Look Forward to 2013
As busy as we have been during the past year we don’t expect the pace to slow up for 2013! Here’s a quick look at some of the changes just on the horizon. Service Centre Updates: Watch for significant changes to Resolution tasks. We are going to make resolution easier and more intuitive …
As busy as we have been during the past year we don’t expect the pace to slow up for 2013! Here’s a quick look at some of the changes just on the horizon.
Service Centre Updates:
Watch for significant changes to Resolution tasks. We are going to make resolution easier and more intuitive by:
The biggest change to the Event Registration, Profile Updates, and New Member acceptance and resolution process –- you won’t have to resolve anything if you don’t want to. Settings in the system will allow you to set defaults so that the system can automatically accept resolution tasks. Even if you still choose to review resolution tasks Membee will be smarter at matching things up for you.
When resolution is automated you can choose who receives a daily digest email outlining items that have been accepted and notifying you of tasks where you may need to do a manual check of the information.
Changes to Event Resolution Layouts
All the information for a particular event sale will be presented on a single page rather than in order of tasks like “New Person” or “New Organization”. Persons or Organization that can’t be matched up and where you may need to accept or reassign will be noted.
Accept Changes in Any Order
Want to accept one registration and skip the second. Want to accept profile updates but not event registrations. Want to assign one person to accept Profile Updates and another to accept Event Registrations. That will soon be possible. The different tasks will be separated onto tabs allowing you to choose the order you want to accept changes.
Ad Hoc Data Imports
Ever need to do a wholesale update to your data by importing new records, inserting new information, or making changes to status based on a list received from head office? Many of those kinds of changes require some manual entry. A new data import report is being developed to allow you to automate processes of this type using your excel spreadsheet that will be mapped to the data inside Membee.
Support for Safari
Soon you’ll be able to access your Membee database using your iPad. Membee will be compatible with Safari very soon.
Optional Dues and Event Items
Need to add an “optional” billing item to your dues templates so that:
- Members can choose whether or not to support your PAC?
- Choose how much to donate to your building fund as they pay their membership renewal
- Donate to a cause as they pay their bill
Want to allow New Members to opt in or opt out of programs as they sign up?
We are working on giving you the ability to add optional dues and event items with variable pricing to your Ebills or to New Member Sign Up forms.
Another Busy Year!
This list is just a sample of the enhancements we’re going to be adding to Membee in 2013. We’re going to be very busy bees!