Profile Part I: Features for Administrators

Posted on April 5, 2017 in Associations, Feature Updates, Membership, Nonprofit

An exciting update to Membee’s Profile feature is dropping this weekend! Come and get a sneak peak of the update and all of the exciting new things the Profile is capable of doing to further eliminate administration work for your organization! There is even a cool informative whiteboard video for you to check out. 😉

Membee has some exciting things coming your way! Launching April 10, 2017, is our new and improved Profile Feature! Membee’s development team has been hard at work improving and adjusting all aspects of the Profile feature for both users and members.

But before the official release date we thought you might want a sneak peak of its awesome enhancements. This week we will be focusing on features that are on the administrator side of things, and next week (Apr.12/17) we will dive into the features that affect your members!

But first, here is a quick overview video of Profile and it's new features:

Move & Rearrange Sections

This is an exciting enhancement for many of Membee’s users. Having the ability to arrange the sections from most used at the top, and least used at the bottom will save a lot of scrolling time! The most used sections being front and center makes updating things in Profile that much easier.

In the screenshot below you will see how easy it is to just click and drag the sections in the order in which you would like them to appear in the Profile.

Specify Number of Contact People Allowed

You will now be able to limit the amount of contact people your members add, and link to, in their profiles. This can save administrators and staff valuable time as they will no longer have to weed through an unnecessary amount of contacts.

Ex.) If your bylaws limit the contact people from a member organization just adjust the number of “Additional Contacts Allowed”

Create New Sections

You now have the ability to create any new sections you would like. This feature allows you to contain a parameter in the new section and create custom fields.

For example, below shows a new section titled “Professional Credentials”. In this section, you can give your members the ability to upload any or all of their files proving their professional credentials, ie. current license, letters of reference etc.

Once you create the custom field, text directing the members to “Use the file upload link below” will appear.

Changes to Note and To-Do’s report

This new feature allows Membee’s users to be able to identify members who have not yet approved their profile.

The Note/To-Do Contact Type filter will allow the user to select their parameter type when searching for a contact. For example they can set the parameter to “does contain”, or “does not contain” for certain items in members profiles.

When Can I Get It?

Next week! The Profile feature update will be a part of Membee’s build on Apr. 8, 2017, meaning it will be up and ready for you to get started with Monday Apr. 10th.