DATE | FEATURE | DESCRIPTION |
| December 2024 | Comsend Upload Doctor | Custom AI GPT to assist admins with Error and Alerts while updating members. |
November 2024 | Advanced member filtering and emailing | |
| May 2024 | ShulCloud form improvements | |
April 2024 | Surcharge Product | Prompt members to cover surcharge costs (based on a percentage of their order) |
March 2024 | Auto-Charge Reciprocity for PayPal | PayPal customers can allow auto-charge for member reciprocity fee balances at the click of a button (vs. inviting them to manually pay the balance). |
February 2024 | Links on menu to Handy Checklists | |
February 2024 | Auto-Finalize for Manual Processing | When members click on the Manual Processing link their order is automatically finalized. |
January 2024 | Auto-Charge Reciprocity for Converge | Option for admins to allow auto-charge for member reciprocity fee balances at the click of a button (vs. inviting them to manually pay the balance). |
December 2023 | Schedule an email for a future date/time. | Does not refresh filter selections! |
November 2023 | Admin accounts managed by Head Admin | Head Admins manage all the account's admins. More here. |
November 2023 | Detailed Email activity | From the email menu there's an option to view detailed email activity (delivered, open, last event) |
November 2023 | Order confirmation email subject | An option to customize the subject of the Order Confirmation email from within Campaign Settings. |
November 2023 | Member emails from Member area | A feature was added (envelope icon) in the Member area to enable emailing directly to one (and single) member. |
September 2023 | Selection details in member Checkout page | On their Checkout page, members can expand a "+" to see who they selected. |
July 2023 | All reports have Member ID | The Member ID has been added to all reports and is a link to the Member info card. |
June 2023 | Email Type Product (E-Card) | Introducing a new Product type allowing members to sponsor emails to anyone outside of the community. More here. |
June 2023 | 2 Factor Authentication | Introducing increased security for admins. More here. |
June 2023 | Member Payment Amount - no longer changes with scroll | When in member payment area, the amount no longer changes with inadvertent mouse scrolling. |
June 2023 | Survey bug fix | Members must select a value for required questions. |
March 2023 | New Category for email sending | Under "Participation" Group-by option, there's a new group for "Members who didn't sign in or didn't finalize". |
March 2023 | Friendly error for Display only or Disabled. | When attempting to edit Selections for Display only or Disabled members, a message appears instructing admin to change the permission first. |
March 2023 | Search members on External ID | In the member area you can now search on External ID as well. |
March 2023 | Campaign Clone Improvements | Clear warnings on what needs to be addressed when you clone, choice of new default features, reordering items in the Pricing Settings tab. |
March 2023 | Auto shutdown and alert | After 5 minutes of inactivity, a 2 minute warning appears and then website shutsdown |
January 2023 | In Member area, if there's a "Select All (for $x)" it will be highlighted in green. | The button to select an entire category for a special price is highlighted in green so that members won't miss it. |
January 2023 | Member Edit Greeting Name option | An option in the campaign settings will allow the members to edit the way their own name will appear in others' greeting cards. See Campaigns Overview. |
January 2023 | Member Export File name | The export file name will be: Member_Export_[Inst Number]--[Month_Day_Year] |
January 2023 | Allow
Member to Edit Greeting Display Name | With this Campaign setting option members can see and edit how their names will appear in the Final Letter greeting cards for the members they select. |
December 2022 | Option to Suppress Reciprocity details | On choosing the Flat Fee Reciprocity option, admin can choose to suppress the display of number of resulted reciprocity greetings from the members. See more here: Reciprocity Overview |
November 2022 | Redirect URL | In Campaign settings admins can specify a URL to redirect members to after they make payment. |
November 2022 | Informational pop-up on the member Additional Options step | The purpose of the pop-up is to avoid confusion when a member logs in a second time after they made an order, whether paid or not, so they don't think they're being charged twice. |
October 2022 | Addition of Stripe merchant | New Payment Option. |
September 2022 | Fully independent admin accounts | For enhanced security, admins have their fully separate accounts and the Forgot Password email goes to admins individually instead of to the previous Institute email address. |
August 2022 | Admin delete manual payments | Admin can now delete any manually entered payments from the member Payment page (but not payments that were made by member via credit card). |
August 2022 | Auto-Charge Reciprocity | Option for admins to allow auto-charge for member reciprocity fee balances at the click of a button (vs. inviting them to manually pay the balance). Currently available for Authorize.net merchant only. |
August 2022 | Handling Institute email missing | Present a message to user that they need to update the Institute email under Preferences before sending emails. |
August 2022 | New Finalize process | An option to have member orders auto-finalized with payment only (unless payment isn't expected, e.g. when removing a selection after having paid already). See Finalize Explained. |
August 2022 | Improved Member Imports | Pre-load audit of data and highlighting errors and warnings in detail. Members Imports |
August 2022 | Required Survey question option | Option to force members to respond to a Survey question |
July 2022 | Improved DB backup routine | Transparent to customers |
July 2022 | Notes on Payments | A notes field for administrators when recording a member payment |
June 2022 | BCC on emails | New option to add a Bcc to any email sent. This option was removed in Feb 2023 as mail server SPAM algorithms were suppressing all but the first email that was sent in bcc. New solutions are being considered. |
June 2022 | Payment Confirmations | |
June 2022 | Removed Campaign IDF option | Now customers can create their own option and customize via Working with Products. |
May 2022 | Display Member ID | In Member Details |
May 2022 | Payment ID | All payments have unique identifier which can be set by admin in preferences |
April 2022 | Campaign dates checks | When a new campaign is created or copied, the start date is set by default to TODAY+10 DAYS and the end date to TODAY+60. Where relevant msg: "when trying to save the Campaign: Your Campaign Start Date must be before your Campaign End Date." |
February 2022 | Zone field expanded to 30 chars | In Member Details |
January 24, 2021 | Avoid member updates of Display Fields | Member updates of their own personal information will no longer change display fields. Instead Admins will be responsible to view notifications and make changes themselves. |
January 15, 2021 | Non-Disabled member export only | |
January 14, 2021 | New email macros | Added email macros for current regular selections, current reciprocity selections and a warning message for admins to confirm their intention is to include these. |