In this month’s Product Update, we detail our latest enhancement – improved functionality for removing members from a group. And, as always, we give you a sneak peek at some upcoming functionality in development.
To find out everything we’ve been up to through September, keep reading.
New Enhancement: Remove from Group
Previously, when in a member’s record and attempting to remove them from a group, it was necessary to make sure the relevant group form was displayed in the ‘Select which form you would like to view/edit’ first.
This meant that you were only able to remove a member from one group at a time.
The new enhancement enables you to remove a member from multiple groups in one easy step whilst in their record.
Step 1: To remove a member from a group, you first need to go into the member’s record.
Step 2: From here, hover over the ‘Member’ icon and select ‘Remove from group’.
Step 3: You will then see a pop-up box appear displaying the groups which you can remove the member from. Tick the groups you wish to remove the member from and click ‘Remove’.
Step 4: Another pop-up will then appear asking, ‘Remove contact from selected group(s)?’. Click ‘OK’ if you are happy to remove the member from the selected group(s).
Step 5: A final pop-up will then appear to confirm the contact has been removed from the group. Click ‘OK’.
Once you have followed these instructions you will have successfully removed the member from the group(s).
Why it’s Better…
Previously, if you needed to remove members from multiple groups – such as when a member had left – you would need to have loaded each individual form in turn from the members’ record or gone to each group the member was in and removed them from there.
It has also reduced the risk of accidentally removing a member from the wrong group and having to copy them back into it. This is particularly important if the group you are removing them from and copying them back into has an existing payment request associated with it. This is because the payment status view on the ‘members’ side will no longer be correct and it will also alter any instalment payments.
Tip: We recommend that you clear your browser ‘Cache’ to ensure that newly rolled out enhancements function correctly the first time.
September – FAQ’s
Each month, our support team review which questions have been asked the most by clients over the phone, on chat and in the Help Desk.
So, here are the most asked questions of September:
- Why can’t I pay by card without logging into or creating a PayPal account?
An example would be when a member contacts you when trying to make a payment by card for a recurring payment that requires future payments to be pre-authorised. To read more, Click here.
- How do I see how much money has been paid?
- How do I delete people from the database?
The system only allows you to delete records from specific areas in the system. So, for example, if you need to delete a record with non-member status but you can’t find them in the Master Membership list, you will need to go to ‘Members > System groups > ‘Non-members’ to do so. To read more, Click here.
- How do I give people access rights?
If you need your coaches to be able to use the mobile attendance register app, they will need to have a record in the system which has been given administrative access to record attendance.
If you need your administrators to email the groups they have access to, you will also need to give them permission to view members’ information. To read more, Click here.
- How do I view upcoming payments?
For example, if you have changed the prices for an auto-renewing category and you need to update the prices for those members who are already making payments accordingly. To do this, you would need to go to ‘Financials > Upcoming Payments’ and update the amount requested for the relevant payment requests.
Another example would be when you have scheduled the first payment for a pro-rata amount but need their upcoming payment to revert to the full cost.
Creating a Class
We will be building in additional settings for classes. One will enable class names to be more consistent, so the system will automatically include the name of the organisation when creating the class.
Another will be the ability to allocate dates, times and coaching resources to a class. These settings will integrate with the new Rota functionality we are introducing which can be found below…
This new enhancement will add brand new functionality under the ‘Settings’ tab called ‘Rota’. Newly created classes that have class times and dates, as well as coaching resources allocated, will show on a calendar view. From here, you will be able to see an overview of coach allocation to your classes, enter holiday, leave, absence information, change coach allocation and also generate coach payroll information.
We hope you find the new and improved functionality useful.
If you are an existing client and have any questions regarding the new functionality, please get in touch and we will be happy to answer any questions you may have.
If you aren’t currently using the PaySubsOnline software but think the above functionality and enhancements (as well as a wide array of other features) could benefit your organisation, book a free, no-obligation consultation by clicking here – we’d love to talk to you!