May 2017 Updates

Hello and welcome to another edition of the Elvanto blog! We have been working on quite a few new updates so here are all the details!

New Member Directory

We have redesigned and also added support for families to the Member Directory!

Now when viewing the Member Directory, we’ve removed the table view and switched it out for our new ‘Card View’ which gives a quick snapshot of individuals and families. We felt this new view was a much more enjoyable visual experience for your members.

We have kept the old ‘List View’ which can be toggled to by clicking the ‘Switch to List’ button. This displays more information about individuals as the card view is limited to the first 3 fields you choose to display.

When you click on a family it now loads an additional page allowing you to choose a family member.

To turn on family view, simply head to Settings -> Member Directory. Here you’ll see some new settings to do with whether to show families or individuals and you can also now tweak sorting and name display. We’ve also moved the layout and display columns into a new tab called ‘Layout’.

Support for families has also been added to our Mobile App. The updated version of the app will be out in the next 24 hours on Androids and the next few days on iOS (Apple are slow…) so make sure you grab that when it’s out.

Improved Service Reporting

We’ve completely overhauled mass add individuals within the ‘Reporting’ tab of services. Our aim was to make recording attendance much simpler for you and your team.

Here’s a rundown of what you can now do:

  • Search families or individuals
  • Filters are saved if you close and reopen the modal window
  • Group people by families or display as individuals
  • Add a whole family in one click
  • Click to add individuals as attendance (you do not need to close the modal window and no more pesky checkboxes)
  • Sort by names
  • Choose how many records to display per page
  • Add all records in view with a single click

When adding individual attendance, we now display people who are already recorded in attendance by having grayed them out so that you can quickly identify if a person has been added and/or in the database.

Occasion Messages

A few weeks ago we added into Elvanto the ability to automatically send emails or SMS messages on birthdays and anniversaries.

If you head to Settings -> Communication -> Occasions, here you can configure it for your account. There are a few options to filter who is sent messages and in what way. We’ve added a nitfy little feature where it will only send an SMS if no email address is present (your finance people will love those savings!)

Other Updates

And of course plenty of other updates.

  • Invoice details are sent to PayPal and Stripe when paying for event registration
  • Added ability to cancel individual invoices and tickets for event registration
  • Improved layout of invoices to display fees better and custom payment methods
  • Added a summary of sold tickets to event sidebars
  • Changed the timeout for event registration forms to be based off user activity (e.g: moving their mouse, typing)
  • Improved wording for invoices with custom methods included without fees
  • Improved layout for invoices that are paid in full
  • Contacts now appear within a group without access to viewing contacts under the people area
  • Added a warning that deleting a flow step will delete nested flow steps underneath it
  • Added some extra tooltips when editing emails and letters
  • Updated how we handle end date for group meeting details so we aren’t confusing users
  • The person input now autofocuses when adding in multiple transactions, after the initial date has been inputted
  • Increased file storage to 10GB for all paid accounts
  • Rebuilt the contact modal to better support mass emails to thousands of recipients
  • Added ‘Source’ and ‘Blockquote’ options to the giving statement template editor window
  • Added the ability to export Standard Reports by adding &export[format]=csv or &export[format]=xls to the report URL. NOTE – This does not work for Comprehensive or Built-in Reports
  • Added the ability to group transactions in the batches report by method, or only show the total for each method

Make sure you check out our Releases website for all the details.

What’s Next?

We are making the finishing touches to our new Volunteer Swap & Replace feature. Cannot wait to have this out in the next couple of weeks. This will allow you to put the power in the hands of your volunteers to swap and replace themselves when scheduled on services.

We are also working on adding custom fields to groups to allow better filtering and sorting along with the ability to find and join groups from the member area. And of course, Check-in Version 2 is on its way.

And of course there’s plenty more tweaks, improvements and fixes to other areas of Elvanto so watch this space!

Have a great week!

Ben

14 Comments

  1. Ben Farley 3rd May, 2017

    Excited to see the swap and replace function! I just wrote a policy based on the current system so hope the update will mean the policy can go bye-byes!

  2. Padma David 3rd May, 2017

    Thanks Ben. Waiting for the Push notifications on mobile App.

  3. Ben Sinclair 3rd May, 2017

    I hear you! We are actually also doing some improvements to the mobile app for volunteer swaps and replace so we will soon add in push notifications. It’s long overdue 🙂

  4. Lenin John 3rd May, 2017

    Hi Ben,
    Great update!!!
    Our implementation has been growing great and these new features are falling in at the right time. Cant wait for Check-In V2.
    Thanks,
    Lenin

  5. Katrina 3rd May, 2017

    WOW!!!! Love what you guys are doing!! It’s so exciting and will transform and support our church family and operations!

  6. Chris Derksen 4th May, 2017

    I love how things have been chug, chugging along! I can’t wait for a full featured iOS app for check-in, live services, and more. Looking for to Check-in v.2, too.

  7. Sarah Hunziker 4th May, 2017

    I like the swap and replace idea! Is it possible to export rosters into a table format so you can view a month or term of services on one page?

  8. Stewart 4th May, 2017

    Hey Sarah!

    This is indeed possible. I’d strongly suggest looking at the Volunteer Positions report, under Services > Reports. This has got a number of different formatting options available for you.

    Stewart

  9. Sarah Hunziker 4th May, 2017

    Thanks Stewart! I shall look it up.

  10. Kevin Chan 4th May, 2017

    Thanks for the great updates – the new Mass Add in Service Reporting is great! However, I think I might have noticed a bug – the list of people includes those Archived in our database, and I can’t seem to exclude them anywhere…

  11. Stewart 4th May, 2017

    Hey Kevin!

    We’re working on this right now and we’re going to add in an option to the “Filters” dropdown soon 🙂

    Stewart

  12. Jason Au 8th May, 2017

    I only have an issue with the service reporting. I’ve just gotten used to what it was before and it was working great with our processes. Now, I need to do more clicks to get a list like what I previously had – individuals sort by last name. If there was some sort of global setting this would make it easier than having to click to find the right category, then click to switch to individuals, then click to sort by last name.
    Otherwise, I am excited by the prospect of a swap feature so we don’t have to centrally manage the roster as much.

  13. Stewart 8th May, 2017

    Hi Jason,

    We’re actually going to be releasing a minor update to the mass add feature soon, so that the sorting settings are saved and don’t take as many clicks to get them.

    🙂

  14. Jason Au 8th May, 2017

    Your responsiveness, as always, is greatly appreciated!

The comments are closed.