Version: 6¶
6.21 - December 2nd 2022¶
Settings¶
Segment rule editing
Forms Settings out of JSON and into user setting
Vehicles¶
New data model separating ownership from vehicle data
Connections for vehicle ownership
Person > Vehicle editing in sidepanel
Deprecate Vehicle editing in Theme5
Events¶
Sidepanel upgrade for event previews
New Micro-service endpoints¶
/api/v2/public/ -> /public/v2
/api/v2/selfservice/ -> /selfservice/v2
6.20 - November 17th 2022¶
Core¶
New email “dropbox” launched to replace IMAP email
Team joining date now in UI and exports
Fix to email viewing for HTML emails
Any attachments to emails are now shown in the email viewer
View a single payments in segments of payments
Navigation to the Membership area now using membership segments
Settings¶
New control over user form withdrawal
6.19 - November 10th 2022¶
Core¶
Can export a segment as a PDF - Address labels, Membership certificates & Custom templates
Reports¶
Can view deferred income split by month
6.18 - November 3rd 2022¶
Core - Segment Browse and Export¶
Can see the size of the segment
Can see a description of the segment and the rules used to make it
Can export a segment to XLSX
Can browse the segment tree
Can view the segment rules in natural language
Can view the segment rules as structured data (field, operator, value)
Can see a list of browse trees in the left navigation
Settings¶
Can upload flock_letter_head_image
Can set company_name_registered
Can set company_place_of_registration (see notes for use)
Can set company_registered_office (address)
6.17 - September 15th 2022¶
Core¶
Can embed a segment within a segment (set the parent)
Can set the view context for a segment
Can turn mailchimp sync for a segment on or off
Badges value can be set with decimal points
App¶
Improved message display (Can see what the message is regarding and who the message was to which had been missing in some messages)
6.16b - September 8th 2022¶
Core¶
Backtick short-cut key for changing between databases
Improvements to Segment searching UX
Tags on notes and tasks
When no current membership record, membership section on contact should default to the all filter.
Gift Aid preset on donations if a declaration is on record
Document pages editable in Alpine Core
Fix to badges - unable to enter decimals
Membership tab’s “Add membership” now driven by fine grained permissions
Consent actions (including “Record consent”) now driven by fine grained permissions
Legitimate Interests actions (including “Record legitimate interest”) by fine grained permissions
Settings¶
Add giving CTA heading to settings
Stripe API key verification
Show last login column in list of users
6.16 - September 1st 2022¶
App¶
New Membership Management ‘Dashboard’
Core¶
Fix to membership details in the membership summary segment table
improved notifications dropdown and preview
minor navigation improvements
Tags viewable in Task tables
Pre-set “gift aid” flag on a donation if a Gift Aid Declaration is present for the contact
Clearer indication of flock trial state on landing page
Settings¶
correct question types set for disability fields
ability to view user uri and fine-grained permissions on a flock user
improved notifications dropdown
ability to view tasks from dropdown and navigate to the related contact
6.15 - July 21st 2022¶
Core¶
New vertical navigation on Alpine side panels
Can ‘force reload’ settings to prevent unwanted caching
App¶
Can view organisations as linked members
Events¶
Can add ‘additional information’ to an event, to appear in booking confirmation page (when booked for that event)
6.14 - July 14th 2022¶
Core¶
Can apply a tag to group member records (not just the contact)
Giving¶
Can cancel a pledge
Can pause a pledge
Can resume a pledge
Can delete a pledge
Can change the amount and appeal for a pledge
Can add a tag to a group member (not the contact)
Events¶
Can set the zoom level of the map shown to ticket buyers
App¶
Can cancel my regular donation
Can download a gift aid statement (pdf) detailing my giving for the financial year
Can elect to have my regular donation increase by a fixed amount each year
Can elect to have my regular donation increase by a percentage each year
Can pause my regular donation
Can resume a paused donation
Can see when my donations are paused, for how long and when the next payment will be
6.13 - June 30th 2022¶
Core¶
Can see national region on detailed address
Can connect and disconnect Dropbox
Giving¶
Donations all migrated to payments
New view of donations for a contact grouped by appeal
Graphing for contact donations in previous 12 months
App¶
Donation home for logged in users
Donors can view a list of my donations by tax year
Can sign up for a regular donation via existing DD
Can sign up for a regular donation via new DD
Gift aid declaration stage excluded if gift-aid not active
6.12 - June 16th 2022¶
Core¶
Fix under-reporting of unpaid memberships (where report start date was the same as the membership start date)
CRM user accounts are no longer case-sensitive.
6.11 - May 19th 2022¶
Core¶
Can view users, add and remove standard permissions
Invoice viewing for memberships
Teams¶
Support for attendance tracking for group ticketed events
Events¶
Can set Xero Account Code / Cost Centre per event or per ticket type
Register view of attendance for events (view all attendees and quick mark as present/no-show)
6.10 - May 12th 2022¶
App¶
standardise image styles used for events
standardise map style used for events
ensure team application process accurately reflects restrictions
Core¶
configure sheepApp Membership settings
edit extra information on a membership
support for Xero automatic invoice numbering
support for product-level invoice codes
set tax classification on a reusable ticket template
Teams¶
set attendance per session for team members
6.9 - May 5th 2022¶
App¶
add or edit attendees for an existing event booking
Core¶
new email, membership and contact settings
auto connections based on additional domains on contacts
Theme 5¶
removing settings which are now available in Alpine (links to new settings added to assist users)
Reports¶
Fix double counting linked member revenue in Membership Revenue report
6.8 - April 27th 2022¶
App¶
first attendee is now set to buyer by default
Core¶
new general settings for organisation details and branding
6.7 - April 21st 2022¶
App¶
attendee details on tickets
Core¶
partner connection controls followup from 6.6 with improved copy and cleaner UX
search by vehicle registration number
6.6 - April 14th 2022¶
Core¶
New partner connection controls: Xero, GoCardless, Mailchimp, Eventbrite, Dial9, Discourse, Sheep email dropbox, Stripe
New bulk actions set current payment plan on “last” membership
New bulk actions set next membership plan type on “last” membership
New bulk actions set next payment plan on “last” membership
Events¶
Attendee details can be set as mandatory on an event
6.5 - April 7th 2022¶
Core¶
🏃 faster Data Warehouse (Directory) builds, more regular schedule
🐛 fix rendering of key/value pairs on memberships extra meta
🐛 fix blank member since fields in membership leavers report
Events¶
New listing modes for group events: “blended” with or “segregated” from the main event listings
App¶
“Upcoming Events” panel on group home page
- Renewal process - simplify into two steps:
change plan (at next renewal)
renew
6.4 - March 31st 2022¶
Core¶
Filter by number of vehicles
Export vehicle ownership details
Create note with attachment in a single step
Events¶
Can access metadata for an event
Segmented users can change event details including images
Segmented users can attach files to notes
App¶
Events marked as “featured” are displayed first and more prominently
Hidden Tickets can be shown via an access code
News pages viewable against a group honouring publish/archive dates (requires custom template config)
6.3 - March 24th 2022¶
Core¶
🐛 Apply Gift Aid - fix to honour gift aid scope
GoCardless regular background checks on requested payments
Can use Loqate auto-complete addresses on new and edited addresses
Can search for emails with a “+” character in the email
The tax status of a hire can be configured through the hiring definition
Forms¶
Can change the author / contact of the form response
Fields can set the core_field_update_policy to decide how data should be applied
Fields from health can be selected as core fields
Can change the context of the form response
Events¶
Download document
View Documents
Events for Team / Group Leaders¶
Create, & delete events
Change event details
Cancel event
Add new ticket (class)
Delete ticket (if none bought/allocated)
Duplicate event
Edit existing ticket
List tickets for event
View event in sheepApp (if applicable)
News pages for teams/groups¶
Can add a new team specific news page
Can delete a team specific news page
Can duplicate a team specific news page
Can edit the content of a team specific news page
Can publish a team specific news page
Can unpublish a team specific news page
Can view all the current team news pages
6.2 - March 17th 2022¶
Core¶
Can view the extras data on a membership as key value pairs
Form responses with core fields and update_policy of overwrite will replace existing CRM data
Form responses with core fields and update_policy of underwrite will not replace existing CRM data
Form responses with core fields and update_policy of underwrite will update empty CRM data field
Can see VAT on a reservation receipt (when applicable)
Overflowing text in notifications fixed
Events¶
Cannot create an App ticketed event if “boxoffice” pack not enabled
Set ticket as member only
App¶
Can pay later for tickets (i.e. invoice)
View ticket types according to the sort order provided
Non members cannot purchase member-only ticket types
View memberships according to the sort order provided
6.1 - March 10th 2022¶
Core¶
Can view and edit lists of domains on a contact
Loqate support (add new person/organisation only at this stage)
Events¶
Remove booking definitions - use simple 3 event types
Can see a full order (tickets, payments and attendees) from the events panel on a contact
Change date for event
Can export XLS of orders for an event
List Attendees
Allocate another ticket
Delete a ticket from an order
List tickets on order dashboard
View all tasks
Change event status
Delete event
Delete ticket (if none bought/allocated)
View event in sheepApp (if applicable)
Teams¶
Can add an achievement to my group (and contacts)
Can view completed achievements for my group
Can view in progress achievements for my group
Can view un-started achievements for my group
Can view events for my group (and not events for other groups)
Can add a new note on a contact in my group
Can edit notes on a contact in my group
Can view notes on a contact in my group
App¶
Can see and update two emergency contacts for myself
Can see and update two emergency contacts for each of my linked memberships (e.g. my children)
Can add a vehicle with reduced fields (just reg, make, model)
Failed payments when ordering event tickets removes allocated tickets and stock