November Release Notes

November gives you more control over who can add contacts to campaigns. It also brings a clear view of your organisation hierarchy and relation fields that connect more of your data.

New & Improved Features

memberio platform

• Show add contact is a new campaign profile setting that lets you hide the + Contact action and other ways to add contacts by hand, so your recipient lists stay as they were built. It’s switched on by default, so nothing changes until you switch it off.
• Organisations are now easier to see and select.
  • New: Organisation hierarchy. A visual view shows parent and sibling organisations across several levels, with each organisation’s type and active or passive status.
  • Selection fields can be limited by organisation type, so users can only choose organisations of the allowed type.
  • Drill-down lists now show the organisation type by default.
• Field improvements for several different field types.
  • Entity relation has more target modules: Tickets, Contacts, Leads, Potentials, Invoices, Payments, Files and Email Templates. For example, you can link a ticket to another ticket.
  • Selections can be limited by a matching field. For example, when an Organisation is selected on a record, the Space selection can show only the Spaces that belong to that Organisation.
  • New: Protect records with restricted links. A new option makes a record read-only when it links to a record the user isn’t allowed to see. The linked record is shown as unavailable, and edit and delete are turned off for the record.
• HTTP request module tool can now call your own system through the new Own REST API mode. The REST API is memberio’s interface for connecting systems. You no longer need to store fixed API tokens in the tool’s headers. Instead, a short-lived token for the selected user is used, which keeps your access details safer.
• JWT tokens created from this update onwards are valid for 8 hours. JWT tokens are the access keys other systems use to connect to memberio, and a time limit keeps your access safer.
  • Tokens created before this update have no time limit for now.
  • From the December 2026 update, older tokens will also be valid for only 8 hours.
• Send email module tool now has a clearer Send button instead of Submit, and shows a notification when the email is sent.
• memberio brand: CRM templates now show Powered by memberio in the footer instead of the CRM-service logo.

Self-Service portal

• Admin contacts can now access several levels of the account hierarchy, instead of just one. Admins in organisations with a multi-level structure can reach all the accounts they’re responsible for.
• Member joining form now makes it easier to add family members.
  • New: Copy from main member. Applicants can copy information from the main member to family members, so they don’t have to type the same details again.
  • Dynamic fields now work for family members too.

Contact portal

• memberio brand: the Contact portal now uses the memberio brand, including an updated logo.

Bug fixes

memberio platform

• Workflow chains: all workflows in a chain now run, including the third and last one. Previously, the third workflow was not run.
• Other fixes: we’ve also made general bug fixes across the platform.