Blog

Updating email address from email preferences screen

I just wanted to note a small but important improvement to our email preferences feature which makes it easier for a user receiving a blast email to update their name and email in the database.  

In the past, this would require that the user login to the system to update their profile.  That still works well, but is a little cumbersome because it requires logging in.  

Now, a user who receives a blast email from our platform can update their name and email directly from the preferences screen without needing to login (as pictured in the graphic at right). When they do, this also generates an activity in their record so that an administrator can easily see or report on this activity.

 

Improvements to a hidden gem - File Upload channel

We're finishing off some enhancements to a little known hidden gem of a feature in our platform - the File Upload channel.  This channel allows a user with permissions to login to a web site and securely upload files that are associated with them and their organization / company (which is also tracked in the database).

This feature has helped clients that manage organizations and need employees of those organizations to submit documents (like quarterly reports).  This can be easily managed online with our platform.

The new enhancements help a client manage more documents, with an easier interface, and more searching, sorting, categorization, and downloading options.  In addition, an admin can limit the types of documents (e.g. .xslx, .pdf, .doc) that users can upload.

New register "on behalf of" feature in event registrations

Today we are announcing an exciting new feature in our event registration functionality.  This feature allows a user to easily register for an event on behalf of another person.  So, if an employee who is not going to an event needs to register a colleague, our platform makes it easy.  The registration is completed like usual but the system will keep track of and notify both the registrant and the person who registered them.

Note that this functionality is initially available with the PayPal Pro account (but not PayPal Standard).

Custom fields in event guest registration form

We've added a cool and useful new feature for event registration.  Now admin-created custom fields can be included within the guest registration form during event registrations.  This has long been a feature in our regular event registration form.  With no technical skills necessary, a CE admin could create custom fields within the event registration form to collect any information necessary during registrations.

However, in the past when a user added guests to an event registration, custom fields were not part of the guest form.  Now you can add these fields to a guest registration form.  So, for example, if you need to collect specific information (e.g. meal preference, allergy information, track preference, etc.) for each guest during a registration, it's easy.

Secure multiple domains with SSL within one software instance

We've launched an important new security feature that allows clients to secure ecommerce transactions across multiple different domains on one instance of Community Enterprise (CE).  Now, when using a payment gateway like PayPal Pro, you can have multiple websites with different domains (e.g. http://www.domain.com, http://www.example.com, and so forth) which all transact securely with PayPal and are manageable through one admin login.

In the past, CE could only support one SSL secured domain per instance.  

Cool new task management features

While task management functionality may not be everyone's idea of excitement, here at CitySoft HQ, we love it.  And, we've recently launched some spiffy new task management features.  

Automated email reminders

We've added the ability to send automated messages to users when an assigned task is overdue or almost due.  You just set it and forget it.  The software takes care of the rest.  Now, when a user has upcoming or overdue tasks, the system sends them and their supervisor a nicely formatted email.

Pop up reminder screen

Similar to the email reminders, there is a new feature that can display a pop-up window to users who have upcoming or overdue tasks.  Now, when a user logs in the first time, they can be immediately shown a window containing their tasks.

Together, these enhancements help make it easier for users and their managers to keep track of what needs to be done every day.

Lots of UI improvements

Over the years while building our large software platform, we often focused on function over form.  Too often the result was functionality that worked but did not look as nice as it should.

Fortunately, the user interface (UI) is catching up with the features.  We have spent more time in recent months improving the Community Enteprise UI and the work is paying off.  Many of these changes are on the administrative side of the system, where content and data is managed.  We have added many new icons, graphics and inline support documentation and tips to help users navigate the system's many features.

We have also streamlined many features.  For instance, a web page can now be created in one step instead of three.  And, a document can be added to the system from within the web editor link tool (to make it easier to upload and link to a document while creating a web page.

We have also added a lot of contemporary design and UI elements to our free web site themes.  These can be seen in our theme library.

The work continues but the good news is that the admin UI is now sleak and contemporary.

New 'Copy Page' feature in Pages module

With the ability to host and manage multiple sites from one instance of our platform, some clients end up having many sites and many pages.  One result is the need to copy page content frequently from one site to another within the system.

In the old days copying pages within CE required cut-and-paste work.  Now, the process has been automated.  For each page in the system, on any site, you simply click an icon, choose where to copy the page to, and you're done.

New And / Or Grouping For Custom Reports

We have added And / Or Grouping to our report filters.

A strength of the Community Enterprise platform has always been the ability to create highly customizable reports.  Customization has included the ability to select exactly which fields, the order of the fields and the filters to be applied to the data.  For instance, you could select all donations that came in between certain dates and for certain funds.

However, in the past report filters had to be all "And" filters or all "Or" filters.  The created some limitations when users attempted more complex reports.  Now, we have included a grouping feature for report filters.  This allows for both "And" filters and "Or" filters to be used within groups, such as "A AND (B or C)" where the letters are filters.

This is an exciting enhancement that will make life much easier for our clients and users.

Recent Items Admin Sidebar

We've added a very useful Recent Items admin feature that I just wanted to mention.  When using the admin side of Community Enterprise, it can take a while to browse to all the data you want to see and use.  To cut down on the time spent moving from one module (e.g. Contacts) to another (e.g. Organizations), we've created an admin sidebar that tracks all the recent items that you've viewed (e.g. a contact, application, organization, event, committee, etc.).  The feature then displays links of the 10 most recent items.  As a result, your most recent items are never more than a click away.

New Native, Built In Blog Functionality

Well this is exciting.  The Community Enterprise platform now has native, built in blog functionality.  In fact, this blog runs on it.

No longer is there a need for separate third party blogging tools.  Instead, for the same price and within the same platform you can have a blog within or next door to your web site.  

Our blogging tools include typical blogging features such as the option to:

  • Post in multiple categories
  • Include social media sharing links on screen
  • Choose the number of posts you want to appear per screen
  • Use the summary or full post as the blog entry
  • User our built in blog themes are easily implement your own

 

Community Enterprise Supports Responsive Design

Sometimes it's important to state the obvious.  Community Enterprise (our software platform) supports responsive design.

Responsive design is a term thrown around by tech consultants, but mainly it just means that a web site will scale down smoothly and display well in mobile browsers (e.g. in smart phones and tablets).  That's it.

Responsive design is easy to do and any good content management system will support it, including ours.  There is no magic to it.  In fact, there are many good design frameworks to make it easy.  We have many client sites that use the Bootstrap and Skeleton responsive design frameworks.

So, if you are using this platform and someone asks you if it can support responsive design themes, the answer is yes.

I hope that helps!

Cool additions to Advance Member Search

The CE platform includes configurable features for both a basic and advanced member search.  In the last couple of years, we've spent the most time on improvements to the advanced member search.  For instance, it includes a nice "proximity" search feature via an integration with Google Maps so that users can search by zip code and get a list of nearby results.

More recently, we've enhanced this feature by creating one search box which is smart enough to accept a zip code, city or state values and produce results.

Then, users can directly email members who are displayed in the search results.  If members don't want to be in search results or don't want to be emailed, they can easily opt out.

New Calendars Based On Categories

A great new feature of the Community Enterprise platform is the ability to create separate calendars for each different category setting.

For organizations with many different events and many different types of events, this feature can make it easier for administrators to display events and easier for users to access the event information.

As a simple example, this feature would allow a client to set up a "Community Events" calendar on one page and a separate "Training Events" calendar on another.  In these calendars the events could be entirely different or include some overlap depending on how the events were tagged.

There is no limit on the number of differnt calendars that can be displayed.

Certificate Functionality Added

CitySoft has added new Certificates functionality to the platform.  Initially, the feature works in conjunction with events and applications.  With this feature, administrators can set up pdf or word documents that are certificates to be awarded to users for participating in events (e.g. trainings) or for submitting applications.

Once set up, the certificate documents will include merge fields (e.g. "Dear {First Name},") and will be downloadable both on the web site and in the administration section.

Thus, when users attend training seminars, the process of creating and distributing the related certificates can be almost entirely automated.

Performance Improvements

In recent months we have added many performance improvements to the platform.  Many of these improvements come via caching techniques.  While the details are somewhat technical, CE now include multiple levels of caching from the server level to the application level.  The caching takes place both on the web site (ie "front end") and within the administration section (ie "back end") of the system.

While these improvements will continue, we have already seen a dramatic improvement in page load speed as a result.

Major Manage Your Profile Enhancement

In the latest build (7.2.0.25) we have finally released a major enhancement of our "Manage Your Profile" functionality. This is where a user on a web site that uses our system can login and see their basic information in the database, update their data (e.g. changing an email address) and so forth.

This enhancement introduces a stylish set of tabbed screens where a user can not only see and update their basic contact information but can also access information on their event registrations, form submissions, donations, membership information, email subscriptions, interests, committee memberships, and a lot more.  This gives users a much fuller view of their data in the database and their interactions with organizations using the software.  So, for instance, they can see all their past event registrations, their donation history, and so forth.

We'll be adding a lot more to this area in future releases, but this is a good start in terms of giving users much more visibility into their data in the system.

For those interested in the technical details, this feature uses jquery heavily.

Update on FOSS release

We're inching closer to our FOSS (free and open source) release of CE.  We're just in the process of tightening up some code.  That can take a while since we have a lot of client needs to focus on as well.  But, we will definitely get this out the door soon (in a couple of months I hope).