What's New (October 8)

Nikki Tremann

We hope you've been enjoying all the recent new features. Let us know in comments if you have feedback about these! 

Child check-in
Labels -- Building on recent enhancements to child check-in labels, you can now include an alert  on a child's label to instruct caregivers to check the child's record for private information about a critical issue. To include the alert, add or edit a child's care information from a staffed station in Events, Check-in or their constituent record, and select This child has a significant medical condition or personal situation. For more information, see Staffed Stations or Child Check-in.

Relationships -- To help you quickly link family members together in your database, you can now add relationships when you add children and chaperones for child check-in. When you add a child or chaperone from staffed stations in Events, Check-in or their constituent records, choose how they’re related, such as Mother and Daughter. Family relationships appear under Relationships on the child and chaperone's constituent records. For more information, see Relationships.

Note: To maintain security for check-ins, children can have family relationships separate from chaperone relationships. For example, if custody arrangements prevent a father from checking his son out of classes, the father can't be a chaperone but you can still add their father/son relationship under Relationships on their constituent records.

Small Groups

To address direct feedback from our EAP community, we made a tweak to Small groups to improve sending email to multiple group participants from a mobile device. When a leader or admin selects Email group, chooses their recipients, and then selects Send, their default email app opens and the email addresses for the recipients are automatically included in the To field of the new message. Previously, addresses were separated by semi-colons which is the standard for email in Microsoft Outlook. However, iOS and Google Gmail email clients — which are more commonly used on mobile devices — require addresses to be separated by commas. To better accommodate mobile users, email addresses are now separated by commas in a new message to a group. This change also applies when an admin or small group leader selects Copy to copy addresses and paste them in the To field of a message. Please let us know how this works for you! Also, we’d love to hear from Outlook users about your needs related to this change.

Volunteers
View additional volunteer information - To help you quickly gauge a volunteer's involvement with your church's volunteer opportunities, you can now view additional volunteer information, such as upcoming and past assignments, on the volunteer and constituent records. You can also now see volunteer positions a volunteer is signed up for on the constituent record.

From the volunteer record, you can view:

• Volunteer assignments that occurs in the next 90 days under Upcoming assignments

• Volunteer assignment in the past 90 days under Past assignments

To open the record of a volunteer opportunity or its related event, select its name. For more information, see Volunteer Records.

From the constituent record under Volunteers, you can view:

• Volunteer assignments that occur in the next 90 days

• Volunteer assignments in the past 90 days

• Volunteer positions

To open the record of a volunteer opportunity or position, select its name. For more information, see Constituent Records.

Remove volunteers from volunteer opportunities -- You can now remove volunteers from your church's volunteer opportunities when they are no longer able to participate. To remove a volunteer from a volunteer opportunity, from the volunteer's menu  on the opportunity record, select Remove volunteer. For more information, see Opportunity Records.

MobileMission

For those of you trying out MobileMission, you can now set up automatic recurring gifts in the app. From the app menu, select Recurring gifts and then select Set up recurring giving now. Select Give securely and enter the amount, fund, and payment method for the recurring gift. Under Frequency, select how often to make payments — every two weeks, every four weeks, monthly, quarterly, or annually. You can also choose the date to begin payments.

From Giving history in MobileMission, you can now view recurring gifts made from app (in addition to those set up in the church office). When you select a recurring gift in the list, you can view the frequency set for automatic payments.

Note: For recurring gifts paid by direct debit, payments take 24 hours to fully complete.

For more information, see MobileMission.

Gift receipts

From Gifts, Receipt manager, you can now easily identify which gifts need receipts. Under Not receipted, you can find all gifts that need receipts, while Receipted displays a list of gifts that were already receipted.


You can also send receipts by email to multiple congregants at one time. To email receipts, under Not receipted, select the gifts and then select Email receipts (#). A task appears under Bulk tasks where you can track its progress.

For more information, see Receipt Manager.