Frequently Asked Questions

Product Release Version 3.8.6.2.3

This symbol indicates a major update


This symbol indicates a minor feature change.


Feature Release Delayed

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Membership

Our Membership Module now supports Partial Payments and includes a new Partial Payment Report Builder.

Member List & profile now includes "suffix" (by request to assist search with family members)









Membership Revenue Report

1. Membership Revenue Report Date filter option ( ) Renew / Join Date ( ) Paid Date
Based on filter selected the report header displays different columns.











Membership Categories - Pending Membership Approval Mode

Some Associations must review "All" new applicants before accepting payment and Membership.
A new feature was added to support such.

To use this feature create a new category e.g. "New Members" and make it and only it visible during the online join process.






Firm Admin ( group Billing )

The Firm Administrator can now reset their own password from the login window "password Reset" link.

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Product and Services

1. You can now choose when to make certain products available.
2. When the product should be visible for purchase.

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LRS

Each Staff member can set their own default preferred search criteria






Cloning a Case & LRS Reports - Exclude Cloned Cases

When a case is cloned, a "New" referral the Statistics will include the case
Other Case Clone options (First & Second below ) are skipped to assist with better statistics.








LRS staff can email using the icons added below - - By request.

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Volunteer Legal Services (VLS)

By request:
1. New Date Range Filters have been added to VLS statistics
2. VLS reports - Added a Clinic Date to the Clinic name to differentiate between Clinics of the sane name.

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Events Module

One New Report added and the current reports were upgraded.





Event Revenue Totals (Income & Expenses) - By request.








Discounts Report - By request.
The Excel out now includes which attendees selected and used discount codes.










Event Products

When adding an product to an event the description has been converted to an advanced editor allowing font markup and bullets.

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eBroadcast

Adding a image is simple.
Simply click the image upload button to locate the image from your computer.
The image will be uploaded and stored inside our cloud to be viewed in the email sent.

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Reporting

The following reports were modified.

Modified Reports: (Payment Date and Created Date is now available in these reports)
1. Credit Card Transactions
2. Bar Revenue Summary
3. Event Discount




Credit Card Report

1. The Total is now displayed for the date range selected
2. The report will also show a Ref ID #
3. Clicking the Module payment or Members Link now takes you directly to the payment history screen.