Roadmap
Changelog
ChMS- November 23, 2020
new
fixed
ChMS
New Features
We're pleased to announce the following new features have been released this week!
Volunteer Service Time Tags
- These appear in the Edit Multiple Services indicating which service time a volunteer has been scheduled for.
Screen Shot 2020-11-23 at 11
Digital Meeting Link
- Groups can now list a digital meeting link under Meeting Details in the Edit tab for online groups.
Screen Shot 2020-11-23 at 11
Bug Fixes
  • Fixed an issue with specified Demographic lockdowns not giving access to profiles when it was accessible from people list.
  • Fixed an issue with "Tax deductible" checkbox changing incorrectly when editing transactions linked to pledges.
  • Fixed an issue with being unable to save group after setting start and end dates to the same date.
  • Fixed an issue with one day events showing as two in calendar.
  • Fixed an issue where Event guest list search bar name search was not working correctly.
ChMS, 14th October - 2020
new
improved
fixed
ChMS
It's been too long since a ChMS Changelog entry was published. I apologise for that!
Beta Improvements
To start off with, we've made the following improvements to our existing BETA features:
  • Added the ability to select people using Checkboxes into the People BETA (To make way for future uses soon!)
  • Fixed an issue with dragging service plan items not saving correctly in the Edit Multiple Services BETA
New Features
We're pleased to announce the following new features have been released this week!
  • Added Auto Schedule onto Edit Multiple Services
  • Added new Songs related API Endpoints, allowing you to create Songs, arrangements and keys as desired
  • Added new "External Notes" field to the Financial Transactions API and import, which can be used to store external data such as transaction IDs from other systems
General Improvements
We've made some general improvements to the system this week, including:
  • Improved data sent in the People Flow webhook payload
  • Improved backend code for sending out Scheduled Report emails
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue with assigned needs not showing the name of the member they were assigned to
  • Fixed an issue with scheduling service teams on in edit multiple services BETA incorrectly changing service team statuses
  • Fixed an issue with deleted access permissions causing account settings to be unable to be saved
  • Fixed an issue with event registration tickets not showing "Attended" status in exports
  • Fixed an issue with users being able to add people into groups they shouldn't be able to add into
  • Fixed an issue with the Group Finder not restricting correctly in certain situations
  • Fixed an issue with Group Message Board notifications having an invalid URL
  • Fixed an issue with Deleted group categories causing issues when saving groups details
  • Fixed an issue with certain users being unable to see their group meetings in the member area calendar
Until next time, which hopefully will be sooner, Stewart.
ChMS - 4th September, 2020
new
fixed
improved
ChMS
New Features
We're pleased to announce the following new features have been released this week!
General Improvements
We've made some general improvements to the system this week, including:
  • Improved the Admin UI for Needs, including Filtering and Pagination
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue with importing transactions not using Financial account settings for tax correctly
  • Fixed an issue with our People Flow Webhook data sending the incorrect UUID for the person in the step
  • Fixed an issue where the settings for default People Flow Note categories weren't appearing within people flows
  • Fixed an issue with the Member Directory showing incorrect address details
ChMS - Releasing Event Attendance
new
ChMS
For the longest time, our event registration feature has allowed you to generate tickets that have barcodes on them.
Those barcodes were completely useless though and were only there for decoration.
One way to describe the barcodes...
This changes now though! As of today we're glad to release a new "Event Attendance" feature that allows you to make use of those barcodes, and easily record people as "Attended" within an event.
Good News
How to find the feature
When you view the “Guests” or “Invoices and Tickets” tab of an event, there will be new button for “Record Attendance”
Record Attendance - Invoices
Record Attendance - Guest List
Once you do that, a window with a text input will appear. You'll also see a list of the people who are registered as guests for that event.
Input with Guests
Within this screen you can then choose to simply check people in from the guest list, or alternatively you can search for a particular ticket using the ticket number.
Record Attendance - Ticket Checked In
If you have a barcode scanner, you can use it on this screen to simply scan the ticket number, and check them in immediately.
Once a person has been marked as Attended on the event, they will appear on the Guest list as "Attended"
Attended in Guest List
In addition to this, if they checked in using their ticket, their tickets will appear as Attended in the ticket list.
Attended in Ticket List
Important Notes
  1. When searching by name, it does require the guest to be added into the system and in the “Guest list” of the event. For ticketed events we’d recommend using the ticket number to search for people, but the name search can be used for other events.
  2. People not on the guest list can not currently be marked as attended. You’d have to invite them to the event first, then you can mark them as attended.
  3. If a person checks in using their ticket, their ticket will be marked as attended and they will be marked as attended in the guest list. If you just mark them as attended via searching their name, it will not mark their ticket as attended.
Wrapping up
That's pretty much it for now. If you have any questions please feel free to contact our support team via support@tithe.ly
ChMS - 7th August, 2020
new
fixed
improved
ChMS
New Features
We're pleased to announce the following new features have been released this week!
General Improvements
We've made some general improvements to the system this week, including:
  • Made the chat icon not cover the save button when scheduling volunteers onto a single service
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue where People and Group Note entries in the calendar were going to an invalid URL when clicked on
  • Fixed an issue where scheduling the same service team onto multiple services was ignoring their default status settings
  • Fixed an issue with Needs not showing as the right status in the Admin area
  • Fixed an issue with People not being added into People flows from Forms or the API in certain circumstances
Introducing the Group Finder
new
ChMS
Today we're excited to announce a new feature, the Group Finder!
The Group Finder is a Member area facing tool, which allows members and guests to view a list of groups that they can request to join, and have the group leaders accept/decline the requests as they come in.
Groups and Map
Enabling in your account
This feature can be enabled in your account under Settings -> Groups -> Group Finder.
Enable/Disable settings
Once enabled you'll have more options to restrict which groups can appear, and what criteria users can filter groups based off.
Screen Shot 2020-08-05 at 10
You'll see that for each of the follow attributes, you can choose to allow users to filter groups based on that attribute, or restrict which groups appear based on that attribute.
  • Group Categories
  • Locations
  • Departments
  • Demographics
If you do not choose any options for the "Restrictions" then we won't restrict based on that attribute at all.
For existing accounts who are enabling this, it would be best to add “Group Finder” to their navigation menu under Settings -> Layouts, as discussed further in this article. New accounts won’t need to do this, but existing churches who’ve customized their menu in the past will need to. This allows people to actually find the page in the Member area.
Setting up individual groups
Once you've setup the finder for the account, individual groups now need to have applications opened for them.
Once the Group Finder has been enabled, each individual group will have an option for “Group Finder Status” in the edit page.
Individual Group Edit
By default groups will be closed, but admins can open up the groups as needed. That’s all that’s needed within the group itself.
Joining a Group
From within the Member Area, assuming the admins have added the “Group Finder” link to the member area, the members simply need to visit the Group Finder from the Menu.
Navigation Menu
This will load a page with a map showing where the groups are, and a list of groups.
Groups and Map
Individual users can choose to hide the map by clicking the blue icon on the top right if desired and just look at the list of groups. Or they can use the map to find a group near them. If they wish to filter the list of groups, they can click the filter icon on the top left and filter based on the choices available to them according to the account settings.
Once the user has found a group they like, they can click on it’s name to load more details about that specific group.
Specific Group
If the user wants to join the group, they simply click on the “Join Group” button. This will let them fill in a form to collect their information as needed.
Join Form
This form then allows the user to enter their information so that we can make sure to contact them about the application and the group leader can contact them. You can also use the “Friends or Family” button to add in details about other members to join the group with you.
Friends and Family
Viewing Applications
Group Leaders will receive email notifications of any newly submitted applications, as well as notifications within the system.
Application Notification
When you click on the “View All Pending Group Requests” link you’ll come to a list of all requests that contains the information about them.
Pending Requests
The group leader can then accept or reject each request as needed.
image
When accepting the request or rejecting the request, you can choose to notify the person who made the request about the decision.
ChMS - 28th July, 2020
new
improved
fixed
ChMS
New Features
We're pleased to announce the following new features have been released this week!
  • New setting under Settings -> Events, giving you the choice to hide the price column when people are registering for completely free events
  • Webhooks can now be configured under Settings -> Webhooks, to alert users of new form submissions or people being added into people flow steps
  • New People Flow API Endpoints created allowing you to get information about people Flows and add people into a people flow step
  • New Advanced Search and Custom Report filter of "Departments - Not in a leadership Position" is available
General Improvements
We've made some general improvements to the system this week, including:
  • Ensured the Help chat doesn't get in the way of scheduling volunteers on mobile devices
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue with People Note entries in the calendar linking to the wrong page
  • Fixed an issue with scheduling service teams onto multiple services not being marked as unconfirmed correctly
  • Fixed an issue with unassigned needs showing the incorrect status in the admin list
  • Fixed an issue with contacting volunteers from edit multiple services
ChMS - 1st July, 2020
new
improved
fixed
ChMS
I really let this one get away from me as well didn't I!
We've got a few nice additions this week, which we hope you enjoy!
New Features
We're pleased to announce that we have now added the new "Needs" feature that allows you to ask Members to help fulfil needs of the church and it's members. At time of writing this isn't live
just yet
but will be live later today!
You can read more about Needs in this post.
General Improvements
We've made some general improvements to the system this week, including:
  • When Merging Duplicates, there's an option to only show custom field values if the fields are different across the profiles
  • When contacting people on a mobile device the "Send" buttons appear on the left so that they're not blocked by the chat icon
  • The Zoom controls are on the People Map are now no longer blocked by the Chat Icon as well
  • The old style of Service Scheduling has been fully removed from the system now
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue with importing transactions with negative amounts
  • Fixed an issue with unavailabilities set as "End of day" sending the wrong time
  • Fixed an issue with Mass Manage saying people were removed from groups when they weren't in the group to begin with
  • Fixed an issue with the Notes tab not correctly recognising if people were active or not
  • Fixed an issue with the tooltip about families not displaying correctly when generating giving statements in the admin area
Hope to see you all next time!
Stewart
ChMS - 9th June, 2020
new
improved
fixed
ChMS
Welcome to another ChMS Release Notes!
It's been a while since we published a new set of release notes unfortunately, as we've been working on some new features that we hope to have out soon!
We've been doing a lot of working lately on a new feature that we're calling Member Needs, which will allow churches to organise for Members to help out the church complete tasks as needed. These could range from simple things such as "We need someone to mow the grass" or "Can someone please cook meals for this person" - While we had hoped to have this released by the start of June, a few technical issues with it have come up which has delayed the release unfortunately but it should be out in a few weeks time!
Beta Improvements
To start off with, we've made the following improvements to our existing BETA features:
  • Added People Category views to the People BETA
New Features
We're pleased to announce the following new features have been released this week!
  • Added a new "Default Blank Email/SMS" setting under Settings -> Communication, so that you can control what emails say by default now
General Improvements
We've made some general improvements to the system this week, including:
  • Made improvements to the 2FA verification screen
  • People Map can now be filtered by People Category
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue with trying to setup a Twitter Sidebar in the Member Area
  • Fixed an issue with the No Notes report not filtering correctly when selecting a people category
  • Fixed an issue with email templates not sending from the correct "From" address when users over-ride the default setting
  • Fixed an issue with Excel Files generated by Apple Numbers not being correctly handled when uploaded
  • Fixed an issue with the automated group attendance reports not sending for specific accounts
ChMS - 6th May, 2020
new
improved
fixed
ChMS
This is an overdue changelog entry, but the past few weeks have been super exciting with some really awesome features added into the system, helping you ensure that you're contacting people regularly and enhancing site security.
Behind the scenes we've been making progress on a new "Church Needs" feature that will allow members to be asked if they can perform something the church needs, and allow the members to accept the tasks and let the church know this has been done.
Beta Improvements
To start off with, we've made the following improvements to our existing BETA features:
  • Added the "Groups" views to the People BETA
New Features
We're pleased to announce the following new features have been released this week!
  • Added the ability to setup 2FA for your profiles Details here.
  • Added a Member Map Feature. Details here.
  • Added a new built in report, No Notes, to find people who have not had notes within a time period. Details here.
General Improvements
We've made some general improvements to the system this week, including:
  • You can now save both Public and Private keys for Google Recaptcha
Bug Fixes
In addition to the above news, we also fixed the following bugs:
  • Fixed an issue where the Pledges and Transaction Amount report and Giving Statements weren't correctly handling transactions in deleted batches
  • Fixed an issue where guests were unable to see groups or services on the calendar
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