October Release

October brings three of your most requested features: large-scale mass edit, your own fonts in the email editor, and configurable front page chart drill-in lists. You’ll also see the memberio brand more clearly across the product.

New & Improved Features

memberio platform

• Mass edit is now available for large-scale changes in the user interface, so you can update large numbers of records in one go.
• Email editor now lets you choose your organisation’s own fonts, so your emails match your brand.
• Front page chart drill-in lists can now use configurable listing fields, so the list shows the information you need when you open a chart.
• Campaign settings can now be locked based on the campaign’s status, so pre-built campaigns, often used as recipient lists, stay exactly as they were set up.
  • Locked campaigns prevent any further changes to their settings, so users can’t change or mix up a finished list.
  • Unlocked campaigns can still be edited as before.
  • When an automation creates and updates the list, users can simply use it and check who is listed and why.
  • New: Read-only campaign settings. A new profile setting lets you give users read-only access to campaign settings.
• Unlocking locked records is now a built-in function controlled by profile rights, so you no longer need a module tool to open a lock.
  • Unlocking is set up in the locking settings on the admin side.
  • Only profiles with the unlock privilege can open a lock.
  • When a record is unlocked, its status is updated to the status defined in the locking settings.
• memberio brand is now shown more clearly across the product.
  • The main theme has new theme colours and a new name: CRM green is now memberio brand.
  • Change password and PIN-code emails have been updated to match the new brand.
• Discussion Posts are now easier to work on together.
  • Any user with access to the Discussion Post field can edit drafts.
  • Editor information is handled more accurately when published content is edited.
• Outlook sync: activity subjects synced from Outlook are now shortened to 100 characters.
• Content templates: dynamic content tags can now update automatically from entity field values, so your content stays in line with the data on the record.
• Your current absence is now shown in the user menu in the top-right corner, so you can see at a glance that you’re marked as away.

Self-Service portal

• Membership joining form can now be split into several pages for filling in applicant information, so longer forms are easier for applicants to complete.
• Public surveys now have a grace period between submissions, which prevents the same answers from being sent repeatedly in quick succession.

Bug fixes

memberio platform

• Surveys: links on the survey relation tab and preview navigation now work correctly.
• Email scanner: the Date Action now saves the selected date correctly.
• Contact quick search now only shows contacts from the selected Account.
• Document templates now show dates and times correctly.