Just an addendum to this - there's now a new Report under the Reports tab that provides a histogram of members by expiry date. Perfect for answering the question: "how many members are yet to renew?"
Just an update on this piece of work - it is very close to complete. If your club accepts payments via PayPal and you're interested in automating the passing of payment info to your OCC database, please get in touch.
One thought you might consider - it is extremely easy to generate a spreadsheet of "current members", from the Data tab on the home page, or from the Members List. If the purpose is to provide Registrars or Scrutineers with an easily checked list th…
The sole "custom" field in the Member table has now been expanded to 5 fields, all of which can contain up to 50 characters, and can be named via the Categories page.
Hi Don,
Yes, the sky is the limit. You could adjust your receipt text each month to include messages such as "Our next event is such and such on dd mmm, please contact Bob on 041xxxxxxx for more information", or just include reminders about your co…
A few improvements to this feature, based on feedback: on the Categories page, you can find both a "Receipt Text" and a "Receipt Title" field now. The latter is used for the email subject and in the body of the content.
Also, you can now re-send re…
Direct support for Club Chapters has been implemented. Previously this was attached to Membership Groups (an advanced feature), but this was not suitable for all users. A direct relationship between member and chapter is now available. You can also …
The process by which you can transfer ownership of a vehicle between existing members has been streamlined and simplified. Simply click on the existing current ownership record on the Vehicle page to be taken to a page that allows you to flag that a…
The Reports Menu now supports a "Club Calendar" report, allowing you to generate a list of club events suitable for distribution to your members. It will produce the calendar in two different formats - a tabular version or one with each event in its…
Member Type now supports a Minimum and Maximum Member No, to allow for clubs who allocated member numbers in ranges according to type. (i.e. Single Members have numbers 1000-1999, Family Members 2000-2999 and so on.)
A couple of minor tweaks, as requested by various users:
* The "Wall" on the home page shows members/partners with upcoming birthdays. (Assuming you have recorded birthdates, of course!)
* Events can now have a Start Time and End Time recorded.
The quick export of Members and/or Affiliates now includes Member Type or Affiliate Type by default. Quick Exports are the mailing/email/phone lists available under the "Data Tab" on the home page.
Hopefully this will make these easier to work with…
Another minor update. Exports from List Views will now include any pseudo-columns that are visible in that view. Examples of this are the "Attendee Count" that appears in the Event List, and the "Member Group" that appears on Member List.
Pseudo-co…
A minor update - Vehicle records now have an optional column labelled "Rego Expiry Month" that can be used to keep track of (obviously) when the vehicle is due for registration renewal. It's designed to store values such as "May" or "May 23", so tha…