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What’s New in Ver 4

See what’s new in the Check-In System

  • New user interface with optional themes
  • Added new field coloring for Required, Suggested fields
  • Configurable Module names (Cells -> Small Groups, Orgs -> Teams, etc..)
  • New Email Builder / Templates
  • Online Credit card processing window
  • Check scanning
  • New tagging works for multiple users
  • Easily move tagged records to an Organization
  • Views are now grouped by category
  • Drag your favorite views to the menu bar
  • Sort by clicking column headers
  • Head of households appear in Bold
  • Thumbnail pictures in the main browse listings
  • View Actives/Inactives/Delete with toolbar buttons
  • New status field for organizations & classes, allows you to inactivate old organizations/classes
  • Create new tabs in the main edit screens
  • Now allowing editing of inactive/deleted records
  • Added support for UPSP IMB barcode printing
  • No longer requires administrator user account and user data now stored in C:\excellerate
  • Added new built-in help system
  • Added contribution batch merge feature

Minor Improvements:

-Increased Org names to 100 chars
-Added “Signed up date” to class records
-Flexfield picklists can use models: Types=M=Members, R=Orgs, C=Cell, S=Class
-Flexfields moved to the new “flex-fields” section on the edit screens
-Added EMAILSUBJECT:subjectline in emailable reports
-Wont allow overwriting an existing database
-Contribution statments and graph allow selecting multiple accounts
-Rename columns in main browse
-Browse grids now have real-time scroll bar support
-Browse grids support mouse scroll-wheels
-New QR functions:
MEMBERFROMID()
CELLFROMID()
CLASSFROMID()
ORGFROMID()
TRIM()
REPORTPARAM()
CURRENTMODULE()
SHIFTBAND
RDMEMPLEDGE, RDMEMST
PLEDGEACCOUNT
PLEDGEDATERANGE
CalcPledgeBalance

-uses the view “Members for the web”, “Premembers for the web”, “Cells for the web”
-Added built-in email preview
-Added right-click copy/paste in emails
-Use %UNSUBSCRIBE% in emails to add the unsubscribe notice
-added : PU to get the current userid (for tagged views)
-add tagging table [user,name,memid] allow users to save “tag sets” so they could have a tagset named “campaign invites”, etc..
-Premember tags
-Excluding ‘E’ mailcodes from mass emails.
-Marking class attendance, don’t show “this member will be removed from this session, and….”
-Calcfamily names of a child will show: Dear Ben, when choose “HeadFirstname and SpouseFirstname” if ben reports separately.
-always move contributions when moving a family member
-No more swapping default printers
-Fixed printing to XPS document writer and some PDF printers, and others…
-Added “Inuse:username” to batch browse
-Added Ctrl-F to find a word in the view tree
-Added Find button in the View Manager
-Added a view category for contributions in view tree
-Analyze now works for tagged records
-Fixed bug when changing a member’s class to a diff class, it could have used wrong session
-Sped up exports/mailmerges
-Mass-emails now asks if you want to skip Mailcodes with ‘E’
-Compact/Repair now makes a backup of the database
-Fixed bug with creating offline database, it would double db size when you exported twice
-Now showing copy progress when create offline database (trying to prevent premature usb removal)
-Added “Delete” button for member photos

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support: 901-754-0315 | support@excellerate.com
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