July 1st, 2025 (v.1.229)

Enhancements:

CSV Report Export Includes Your Sort and Filter Selections!

Fixes:

Giving Detail Report Total Accuracy

• We've resolved an issue where the total in the Giving Detail Report is incorrect in certain situations. (The CSV Export remained correct.) 

Preventing Duplicate Visitor Check-ins

• We've implemented a fix to avoid the same visitor from being added multiple times during check-in. Now, if you attempt to add a visitor who has already been checked in, you'll see a message saying "Record is already selected." 

Attendance CSV Export Date Range Accuracy

• We've fixed an issue where the Individual Attendance CSV Export wasn't reflecting the selected date range. On certain occasions, the CSV included a date a few days before the chosen start date.

Query Search: Some Saved Searches Would Not Load

• On certain occasions within Query Search, when you attempted to use saved searches, the Load button was grayed out, preventing you from using them. This has been corrected. 

Query Search: Fixed "Begins With" Filter for Zip Code Queries 

• We've resolved an issue where the "Begins With" filter wasn't working correctly for zip code queries. Now, when you use this filter, you'll get accurate results for zip codes that start with your specified digits. 

Fixed Profile Edit Banner Positioning

• Due to a prior update, the green notification banner that profile changes were saved scrolled with the page, concealing content and interfering with the UI. This issue has been corrected.

Fixed the Deceased Date Banner Positioning

• The banner that notified you that an individual was deceased appeared overtop Profile Screen fields. It now remains fixed at the top of the page. 

Check-In: Occasional Flickering of Suggested Groups Modal

• When you clicked the 'More Information' (i) icon next to Suggested Check-In groups, the black background modal that appeared would occasionally flicker, making it hard to read. This has been corrected.

June 25th, 2025 (v.1.228.1)

Fixes:

Giving Exports Displayed Fields to Non-Permissioned Users

• We've resolved a critical issue where users without the necessary permissions could access giving fields in various export functions. This fix ensures that sensitive giving information is protected correctly across all areas of the platform.

June 17th, 2025 (v. 1.228)

New CSV Export Option: Align with Exact Filters and Column Selections

When you add columns, sort, and filter across different reporting areas, you can now export the exact columns and sorting work you've done! (A huge time-saver!) Here's how it works!

• On reports or search results, filter for the columns you'd like to add and sort as desired.
• Under the Common Actions Tri-Dot Icon , select Export to CSV.
• Select the new option titled, Current View (Visible Columns Only).
• Click Export.
• Your CSV will include only the columns and sort order you've chosen!
   

Giving Summary Report: Filter by Number of Gifts Made

To provide more insightful giving data at a glance, we've added the ability to display a new column that displays the total number of gifts within the timeframe you've chosen. 

We've also added the ability to filter results by the total number of gifts!

On the Giving Summary Report, click More Filters and you'll see a new AND # of Gifts filter options.

Note: The Amount and Number of Gifts filters work together with "AND" logic. As an example, if you're looking for donors who gave at least $10,000 in 12 gifts or more, donors who gave more than $10,000 in less than 12 gifts will be excluded from results.

Check-In: We've Added the Ability to Disable the Add Visitor Option

Under Check-In Station Settings, when you allowed for new profiles to be created, you couldn't disable the ability to add visitors (name-only records used for attendance). 

If your minsitry doesn't use visitor records, you can now disable this option for each Check-In station, or for just the stations where you'd like Visitor Records to be created.

To do so, edit a Check-In station, scroll to the bottom of Check-In Look up Screen Section, and uncheck the Enable New Visitor To Be Created from Check-In checkbox.

Additional Enhancements

Advanced and Query Search: Add the ability to search for deleted custom text dropdown options still applied to individual profiles.

• Custom Text Select (dropdown) Lists allow you to delete dropdown options without deleting selections from individuals profiles. However, Advanced and Query search would not 'retain' the options you deleted, meaning you could not search for individuals that may have had that previous selection applied.
  
  Now, if any individuals retain data from select list options that have been deleted, you can still search for those deleted options using Advanced or Query search!

Giving Detail Report: We've Added User ID as a Column Option

• We've added a new User ID field to the column selection dropdown on the Reports > Giving > Detail Page. This allows you to view and report on the User ID for each profile, providing more detailed information in your reports.

Invidivuals > Account Tab: Save Button is now on the Right Side of the Screen

• We've updated the position of the Save button in the Account tab to match the platform's design, improving consistency across our user interface.

Fixes:

Giving Input Screen: Disorded Results when Searching for Funds 

• When filtering for funds on the Giving Input screen, the order of results was not appearing alphabetically nor based on the custom order set under Settings > Giving > Categories (funds). We've corrected this issue.

Group Detail CSV Export: Active Column Displayed Twice

• We've removed the duplicate Active Column. 

Attendance > By Aggregate Report

• On certain occasions, the By Aggregates report was returning the same groups/attendance counts regardless of selected filters. We've corrected this issue.

Attendance Input: The Default Session Date was One Day Off

• We resolved a bug where the Session Date on the Attendance screen was displaying one day earlier than the selected Event Date.

Background Check Report Export Column Headers Displayed on the Wrong Columns

• We addressed and ensured the correct alignment of data under multiple column headers. For example, The first and last name column headers were switched.

Discrepancy in Individual Counts When Exporting Giving Detail Reports Using "Include All Individuals with the Active Pledges" Option

• We resolved a mismatch in individual counts between Print Member and Email Member exports when including individuals with active pledges. The totals will now match across export types.

Pledge Report Exports were Missing Certain Data

• We fixed an issue where certain columns (including configurable fields) were blank when exporting pledge reports.

Incorrect Group Sort Order when displaying 1000 results

• We fixed a sorting issue for organizations with over 5000 groups. Groups are now displayed in the correct sorted order across all pagination pages.

Years Were not Constrained to 4 digits on the Invididual > Giving Input Screen

• Validation that years can only contain four digits was missing on this specific screen. Sorry Doc Brown, we had to remove the DeLorean. 

June 4th, 2025 (v. 1.227)

Auto-Add New Profiles to a Group!

Under Permissions > Global Permissions, you can now select a default group for newly created profiles. This new feature ensures that all new individuals are included in reports, workflows, and follow-up processes without manual intervention, whether they're created manually, through forms, or elsewhere. Learn more about default Group assignment!

Note: Any new profiles created via Check-In will be assigned to the Group specified in Check-In Station Settings rather than the Group specified here. Learn more about Check-In Station Settings.

We've Clarified Integration Wording

• Under Settings > Services Tab, we've updated the Integration Credentials subtext for additional clarity. It now reads, "The username and password below should be used for integration with Giving, Streaming, Financials, or Websites."
  
  

Fixes: 

Giving Statements weren't Displaying Names

• When you email giving statements, you're presented with an option to download statements for individuals without emails. In certain situations, names were missing from the PDF download. We've resolved this issue. 

Merging Profiles could remove individuals from existing Schedules, Group Leader Roles, or Workflows.

• We corrected an issue where Group Leader Roles, Schedules, and Workflow Actions weren't transferred during profile merges. In other words, during a merge, if the non-target person was assigned to a Schedule, as a Group Leader, or an action in a Workflow, that person would be removed from the respective Schedule, Group Leader position, or Workflow. 

Attendance Name Search

• When searching for names in Attendance, if an individual had a preferred name different than the first name, the profile would not appear in search if you searched by first name. The search now accurately includes both first and preferred names, so you can easily find the individual in question.

Check-In Suggestions:

• Under Check-In Station Settings, when "Ignore Attendance History for Suggested Groups" was unchecked, active groups were disappearing from the 'Suggested Groups' list after checking into other groups. Now, the two active groups will always be displayed at the top of the 'Suggested Groups' list, with the most recently checked-in group appearing in the third position.

May 20th, 2025 (v. 1.226)

The Group Settings Page has a New Look!

We've updated the user interface on the Group Settings screen to simplify Group management and setup.

Previously, this screen was long, cluttered, and, honestly, a little confusing.

Now, you'll notice that Group Settings has been divided into three well-organized, expandable sections (below). 
 

Since both Attendance and Check-In are heavily used, these options are now higher on the page to improve your setup workflow and eliminate the need to scroll. In addition, we've worked hard to make Group Properties much easier to view and manage. Learn about all that's changed!

NEW FEATURE! Check-In Visibility

You can now automatically show or hide groups within Check-In based on the day and time they occur. This allows you to display only the most relevant groups to attendees, streamlining check-in and reducing errors. Moreover, automation reduces administrative setup time and training for your staff and volunteers who typically run check-in. Learn more about Check-In Visibility!

Additional Enhancements

Mass Email now supports over 5000 individuals!

• Our mass email tool previously limited recipients to 5,000 for a single email. This limitation has been removed, and you can now mass email as many recipients as needed!

Advanced Search Results Column Selector

• We've renamed "ID" to "User ID" to standardize our naming conventions.
• We've added Custom Date Fields to the Column Selector. Now, both custom text and date fields can be displayed as columns within your search results.
  
  

Giving Report Results Column Selector

• We've decreased the vertical spacing so you can view/manage which columns display with less scrolling. (The new spacing matches the column selector shown above within Advanced Search).

Coming Soon! CSV exports will soon match the columns you've selected to display within your results! (Currently, you must re-select your columns within the CSV export tool as an additional step.)

Fixes:

The Group Finder Map is back!

• The helpful map that displayed group locations was temporarily unavailable within the Group Finder. We've fixed the root cause, and it's back!

Individuals can Add Pledges again

• A previous update prevented general users from adding their own pledges to existing campaigns. This has been corrected, and the +Pledge button will now appear for them again.

Query Search Custom Date Result Display

• When using Custom Date Fields within the Query Search, the date might display as 2025-04-21T00:00:00+05:30. The unnecessary time data has been removed, and results now display just the date as expected (E.g., 2025-04-21).

Merge Individuals Tool

• When merging individuals, if "Family Label," "Family Greeting Name," and "Family Profile Image" were selected from the source user, a merge error would occur, displaying the standard error screen. This has been corrected.

May 6th, 2025 (v. 1.225)

Enhancements

Mass Contact

• We’ve Improved the Unsubscribe Verbiage
  • We've updated the unsubscribe line in mass contact emails to be clearer and more concise. The new wording reads: "If you no longer wish to receive emails from [Organization Name], click here to unsubscribe."

Groups > List Screen: 

• Ability to Manage over 5,000 Groups
  • We’ve added the pagination options of 500 and 1000, allowing you to view and manage an unlimited number of groups. Previously, the pagination limits prevented viewing more than 5,000 groups.

Background Checks: 

• Allow Rescreening for a Single Page of Background Checks
  • We’ve implemented the ability for admin users with correct permissions to trigger re-screening of a member when there's only one page of background checks. This enhancement improves the workflow for managing background checks in smaller organizations.

Fixes

Attendance

• Restored 'Create New Individual' Button
  • The 'Create New Individual' button disappeared when starting a new Attendance session. It’s back 😊

April 22nd, 2025 (v. 1.224)

Enhancements

Settings > Profile Screen: We’ve Moved the Save and Cancel Buttons.

• We've repositioned the Save and Cancel buttons to the right side of the page, aligning with our design standards and creating a more intuitive UI.
   

April 9th, 2025 (v. 1.223)

Fixes

Attendance

• Attendance Date Picker now allows you to enter dates manually: We've finally fixed that pesky date picker when entering an Attendance Session! Now, you can effortlessly type in dates manually as intended.

Settings > Profile > Custom Text Fields

• Custom Text Fields now report "0" accurately: We've fixed the issue where selecting "0" as an option in custom text fields was interpreted as "nothing." Now, if a custom text field has a zero value, it will display correctly in reports or individual profiles.
• Computers will be Computers: You've probably heard that computers speak in ones and zeros. At the most basic level, that's true. Similar to a light switch, one represents "on" (or true) and zero represents "off" (or false).
  
  Regarding custom text fields, if the number zero was an option, our system understood that as "false" instead of the actual number zero or "none" (the way humans think). Thus, custom text fields with a zero value selected didn't appear in searches or on profiles.
  
  After hours of diplomacy with our software, it now understands zero the way humans do—and sends its sincere regrets for the misunderstanding. 😉

Individuals > Advanced Search

• Advanced Search "Select All" now actually Selects All: Previously, when using Advanced search, if you clicked Select All, only the first page of individuals would be selected. We’ve corrected this issue so that every individual is selected, regardless of how many pages of results appear. Now you can reliably take action on every individual, such as adding everyone from a search result into a Group.
   

March 25th, 2025 (v. 1.222)

Enhancements

Settings

• Settings > Profile > Reinstate Renaming, Deleting, and Re-Ordering of Custom Text Fields: We've brought back the ability to rename, delete, and re-order options in custom text select lists. You can now easily manage your custom fields in the Settings > Profile section. When renaming fields, the changes will automatically update for all individuals with the old values. Learn more about Configurable Fields.

February 11th, 2025 (v. 1.220)

Fixes

Attendance

• Input > Session Date: We've fixed a problem where the selected date for an attendance session would revert to the original date when using the provided drop-down calendar. The chosen date will now persist as expected when marking attendance.
   
• Attendance by Aggregate Report: We've addressed an issue in the Aggregate Report where the inactive count was displayed incorrectly on the bottom right side of the session view. This fix ensures that the inactive count accurately reflects the number of inactive individuals in your groups.

January 28th, 2025 (v. 1.219)

Fixes

API - Attendance

• Headcount Data Accuracy: We've corrected a problem with the GET /attendance/session/ endpoint, which was not returning headcount data correctly for groups set up to track headcount attendance. This fix ensures accurate reporting of attendance numbers for any customers using our API.

General

• Mass Edit Field Selector: When adding multiple fields to mass-update, the field selector allowed you to select the same field multiple times. We’ve corrected this so that when adding new fields to mass edit, previously selected fields cannot be added and appear grayed out.

Settings

• Check-In > Check-In Station Printer Dropdown: Brother discontinued printer model “QL-570” several years ago. Therefore, we’ve removed this printer option to reflect currently supported models.
   
• Check-In > Check-In Stations: The two toggles to search for inactive stations and reprinting labels were misaligned vertically. We’ve corrected this minor display issue.

January 14th, 2025 (v. 1.218)

Enhancements

We’ve standardized the Save and Delete Button Placement

On almost every screen, the Save and Delete buttons have been moved to the right side of the page. (See the examples from the Edit Individual and Permission screens below). We hope this more consistent user interface streamlines your experience!

Matching Logic Improvements to Reduce Duplicate Profiles and Sync Errors!

There is nothing more fulfilling than auditing and merging potential duplicate records.

To reduce the creation of duplicate profiles and sync errors, we’ve enhanced donor matching logic with our integrated Giving Software. When a new donor gives, improved matching logic more thoroughly reviews potential differences in first and last name as well as phone number.

For example, previously, if a donor’s email address was assigned to multiple profiles in ChMS, a sync error would be generated. You’d have to manually ‘match’ the profiles between ChMS & Giving.

More intelligent matching will now review the cell phone number and check if it’s assigned uniquely to just one profile. If so, a match will be made! In addition, our updated matching logic intelligently considers minor differences in name capitalization, preferred names, and other nuances.

Precise matching between ChMS and Giving is paramount, and we expect these enhancements to save you administrative time and improve your experience with our integrated tools.

Fixes

Groups

• Tri-Dot > Mass Edit: When mass editing groups and selecting dates using the calendar tool (e.g., Baptism Date), a date selected would not appear within the date field unless manually entered. We have corrected this.
   
• Groups > List > Filter By > Group Properties: We corrected a filtering logic issue for Group Properties. When filtering by properties, users now see only groups they have permission to access.
   
• Editing Group Descriptions: In most places of our ChMS, a keyboard shortcut of ‘s’ automatically places the cursor in the search bar to speed up search access. However, when editing Group Descriptions, typing ‘s’ inadvertently placed the cursor in the Search bar. We’ve corrected this frustrating issue. (Much to the delight of Sammy the Snake, Sesame Street’s first beloved “S” Letter of the Day Muppet).

Mass Contact

• Email/SMS: When using mass contact and selecting multiple groups, only individuals within the first group were displayed in the Select Individuals field (where you can manually remove specific individuals if needed). This has been corrected.
   
• Unsubscribe Email Links: The unsubscribe link within mass emails became non-functional. We have corrected this.
   
• Emojis in Email: Fixed encoding of emojis in Mass Contact emails. Emojis now display correctly in both email subject lines and body content. (Phew! 😅)
   
• Mass Contact using Firefox: A Firefox update prevented the Email, SMS, or Voice screens from appearing after selecting any of these Mass Contact options. This has been corrected, ensuring a consistent experience across all supported browsers.

Reports

• Background Check Report: The “Order” permission was incorrectly required to view background check results. We have corrected this issue so that only users with “View” permissions can see Background Check results.
   
• Giving: After filtering by date range, duplicate sort icons appeared within Giving Reports. Reports now display a single, functional sort icon, as intended.
   
• Attendance > Attendance Over Time: We’ve fixed the “Distinct People Present” count in Attendance Over Time reports. Reports now accurately reflect the number of unique attendees.
   
• Attendance > By Aggregate: The “Inactive individuals” checkbox is now selected by default in Aggregate Reports.

Search

• Advanced & Query Search: When searching Anniversary Date using the “On or After” filter, individuals without an anniversary appeared within the results. Reports now accurately filter individuals based on specified Anniversary Date criteria.
   
• Query Search: Resolved an issue where Join Date filters were not honored in the Query Searches. Join Date criteria now properly filter group members in query results.

December 17th, 2024 (v. 1.217.3)

Fixes

Interactions CSV Export

• Interactions > Outstanding or Completed > Export to CSV: We've addressed an issue with the Interactions Export feature. Previously, when exporting interactions to a CSV file, the columns would become misaligned after the "Last Update" column, resulting in inaccurate data representation.

  What's been fixed:

  - CSV exports now maintain column alignment throughout the entire file.

  - Data accuracy is ensured for all columns in the export.

Reports

• Reports > Attendance > By Aggregate: We've resolved an issue affecting the By Aggregate attendance breakdown report. Previously, only the first group's name and the Total Aggregate count were displayed when Inactive Individuals were excluded from the report.

  What's been fixed:

  - The breakdown now correctly shows attendance counts for each group within the aggregate when viewing Active Individuals only.

  - Group names are accurately displayed for all groups in the aggregate.

  - Drilling down into groups now shows the correct attendance for each group.

We apologize for any inconvenience these issues may have caused. As always, we're committed to improving your experience with our software. If you have any questions or feedback about these fixes, please don't hesitate to contact our support team. We're here to help!

December 10th, 2024 (v. 1.217.2)

Fixes

Groups Mass Edit

• Groups > Groups List > Tri-Dot Icon > Mass Edit: We've addressed an issue where the Mass Edit functionality was not working correctly in the Groups Tab. Previously, when users attempted to update values for multiple users within a group, the changes were not saved. We're pleased to announce that this bug has been fixed.

  Key improvements:

  - Mass Edit now successfully applies changes to all selected users within a Group.

  - Mass Edit works correctly whether selecting users from within a Group or from the Groups list page.

  - A new confirmation message is now displayed after successful mass edits.

November 25th, 2024 (v. 1.217.1)

Fixes

Individuals Import Tool

• Individuals > Import: Users can now successfully import CSV files that match by the User ID, with or without first and last names.
   
• Individuals > Import: When updating a CSV with only User IDs (UIDs), the UIDs were errantly displayed in the First and Last name fields. This has been corrected.

Groups

• Groups > List: In certain circumstances in list view, an error would appear when printing a PDF or Labels from multiple groups. This has been resolved.
   
• Groups > List: We resolved an issue that prevented adding or moving people from one group to another.

Mass Contact

• Mass Contact > Test Message (SMS) Replies: We corrected an issue that prevented SMS message replies from being delivered to the sender's email address.

November 19th, 2024 (v. 1.217)

Fixes

Groups

• Reports > Groups > List: In certain circumstances, if an individual has multiple roles with differing Group Property permissions, filtering by Group Property would display ALL groups from both sets of permissions. (In other words, filter logic was working like an “OR” statement rather than an “AND” statement). This has been corrected, and only the correct groups appear based on group property filtering.

Reports

• Reports > Attendance > By Aggregate: In the By Aggregate report, Headcount groups and visitors were only displayed as active when the "Include Inactive Individuals" filter was selected. This fix ensures that headcount groups are visible regardless of filter settings.

November 5th, 2024 (v. 1.216)

Fixes

Search

• Individuals Screen > Email Search: We fixed an issue that caused no results to return when searching for an email address with certain special characters such as underscore (_), exclamation point (!), tilde (~), etc.
   
• Individuals > Advanced Search: In rare circumstances, when searching by Custom Field data, search results would errantly display that all individuals had a specific custom field applied when they did not. We have corrected this issue. 

Reports

• Reports > Giving Reports: After setting a date range and giving category, if you click on an individual's name, an error will appear instead of taking you to the individual's Giving Details screen. This has been corrected. 
   
• Reports > Giving > Summary: In certain circumstances, the Giving Summary report displayed the blue ladder error screen instead of the expected report.
   
• Reports > Background Checks: If you select individuals on one background check report page and then navigate to another, the original selections are not retained, preventing you from running background checks on individuals displayed on more than one page at a time.

Groups

• Groups > [Group] >Edit > Attendance and Check-In: For those with eagle eyes, the text and radio buttons under the Attendance and Check-In heading were not fully horizontally aligned.

October 22nd, 2024 (v.1.215)

Fixes

Individuals

• Import Tool: A problem that caused an error when importing a CSV file twice has been fixed. Users can now successfully reimport updated CSV files after addressing errors in previous imports.

Interactions & Mass Contact

• Date Picker: When assigning interactions or scheduling mass communication, the date picker allows past dates to be selected. Users can no longer select dates that have already passed.

Reports:

• Attendance > Attendance Over Time: In some situations, there was a data discrepancy between the 'Download CSV' and 'Print' for the same date range. The data output now matches within both formats.
   
• Attendance > Individual Attendance: The icon to sort data errantly appeared twice. This has been corrected.
   
• Attendance > Individual Attendance: When filtering by People, we fixed a minor display issue that caused the “Done” button to appear outside the filter dropdown menu.

October 8th, 2024 (v.1.214)

Enhancements

Reports

• Reports > Attendance > By Aggregate Tab: We have adjusted the sort order so that the Aggregate Reports list displays the most recent report by date at the top.

Fixes

Mass Contact

• Mass Contact: When you select multiple groups, if any group has zero members, an error will appear, preventing you from sending mass communication. We’ve resolved this issue.

Reports

• Reports > Attendance > By Aggregate Tab: We resolved several related issues that caused inaccurate totals to appear on Aggregate reports on the landing screen and when you viewed a specific report.
   
• Reports > Attendance > By Aggregate Tab: We resolved an issue that caused a blank screen to appear when you chose to include inactive individuals.
   
• Reports > Attendance > By Aggregate Tab: In some situations, not all the Aggregate Reports would display when filtering Aggregate Reports by date range. For example, when filtering for the last four weeks, sometimes three weekly reports would display instead of the expected four. This issue was inadvertently introduced on August 27th and has now been resolved.

Individuals

• Individuals > Profile Screen: When you added a user to a recurring schedule but later deleted an instance of that schedule, it errantly caused an error message to appear when attempting to view the corresponding individual’s Profile page. This has been resolved.
   

October 1st, 2024 (v.1.213)

Fixes

Groups

• Groups > Tri-Dot > Export: In certain circumstances, exporting both active and inactive group members from within a group caused an error. This has been corrected.

Mass Contact

• Mass Contact > SMS Replies:  If a user replied to a SMS (text) message, the response was not being delivered to the sender's email address. This update ensures that all SMS replies are correctly routed to the sender's email.
   
• Mass Contact > Emails: Admins or other permissioned users could not resubscribe individuals to mass email after they had unsubscribed. This has been corrected.

September 10th, 2024 (v.1.212)

Enhancements

Individuals > Advanced Search: 

We’ve added the ability to use a wildcard (an asterisk *) to every topmost field under Advanced Search.

When you search with an asterisk, your search results will include every person’s record that contains data. (For example, add an asterisk within Formal Full Name to see every individual with a formal full name setup). We expect this update to broaden search flexibility and accuracy – especially when searching multiple fields!

Pro-Tip: Don’t forget searching <empty> will return all fields without data. For example, use this to find all members without an email address on file! Learn more...

Fixes

Individuals

• Individuals > All > Tri-Dot > Export Individuals to CSV > Advanced > [Active Groups]: Previously, when exporting lists to CSV and selecting “Active Groups” under the advanced fields, Archived Groups were erroneously included in the results. This update corrects the issue to ensure that only Active Groups are shown.

August 27th, 2024 (v.1.211)

Fixes

Attendance

• Attendance > Input: We have resolved an issue that prevented users from changing the session date when inputting attendance. This issue also affected the Print Attendance Roll functionality in the Groups – Tri-Dot feature, where the date picker became unresponsive. This fix restores the expected behavior, allowing users to change the date as needed.

Groups

• Groups > List > Search: On certain occasions, the “Include Archived Groups” option in the Groups List filter didn’t reset, even after it was unchecked. This caused the archived groups to erroneously remain in the Groups List. This has been corrected.

• Groups > Group Properties > Attendance and Check-In: We fixed a minor display issue where some Toggle buttons and corresponding text were vertically misaligned.

Reports

• Reports > Background Checks > Tri-Dot > Export this Report: We have resolved an issue affecting the export functionality in the Background Checks report. Previously, users attempting to export this report encountered an error screen instead of downloading the expected CSV file.
   
• Reports > Attendance > Attendance Over Time and By Aggregate: We have resolved a critical issue affecting the Attendance Over Time and By Aggregates tabs within the Attendance Reports. The tabs continuously loaded without displaying any data. This fix ensures that both tabs load correctly and display the necessary attendance data as intended.

August 13th, 2024 (v1.210.2)

Enhancements

Groups

• Groups > Filter by > Search: When users type text into the Group Filter Search box and select a group, the search text remains after clicking outside the box. This saves re-typing search text over and over. 

Fixes

Check-In

• In rare circumstances, the same Guardian Label security codes could be used more than once for children in different families. In response, we’ve updated our system, ensuring that no two children checked in within the same 24-hour period receive the same security code.

Individuals

• Individuals: In certain circumstances, a 'hard-stop' error occurs when merging two individuals. This has been corrected.

Reports

• Reports > Giving: If the Giving Reports were set to display an organization’s logo, the logo image was expanded to the entire page width. We have corrected this display issue, and logos have been resized to fit an area 100 pixels wide by 80 pixels high.

July 8th, 2024 (v1.209)

Enhancements

Workflows

• Group Add/Remove Trigger: We’ve added a new All Of option to allow you to better target adding or removing individuals from groups.
  
  With this new option, the trigger will fire whenever someone is added or removed from ALL the groups you specify.
  
  Here are just a few potential ministry use cases:
  • Volunteer Pipeline: Add a person to your “Ready to Serve” group only if they’re part of the “Background Check Complete,” “Our Ministry Methods Class,” and a “Status Members” group.
  • Baptism or Confirmation: Add a person to your “Confirmation Eligible” group if they’re a member of Class A, B, & C.
  • Growth Track: Remove individuals from your “Visitors” Group and add them to your “Next Steps” group if they are part of both the “Attended 4 Times” and “Learn About Our Church” groups.

Configurable Fields:

• Settings > Configurable Fields: We have identified an issue that can cause data loss when changes are made to Configurable Text Fields set to Custom Select Lists. Our team is working on a fix as a top priority.

  To prevent potential data loss in the interim, we have removed the options to Rename, Reorder, or Delete Custom Text Select Lists (below). Again, we apologize for any frustration this may cause and are working to restore this functionality as soon as possible.

Note: You can still Add New Options to your select lists as needed. Please be certain the spelling is correct; for now, once they are added, they cannot be removed.

Fixes

Attendance

• Attendance > iOS (iPad) Check-in: When using the iPad Check-In App, we fixed an issue where the "Badge Note" information was not being correctly updated on the person's Individual Profile.

General

• Individuals > Family Tab > Log Interactions: When viewing an individual under the Family tab, logging an interaction would either not save or display an error message. We have corrected this issue.

June 6, 2024 (v1.208)

Enhancements

Background Checks

• Background Checks: The following in-product naming conventions were updated to better align with Protect My Ministry, our integrated Background Check provider.
  • Changed “Candidate” to “Applicant”
  • Changed “Services” to “Package”
  • Changed “Recommendation” to “Assessment”

Attendance Reports

• Reports > Attendance > Aggregates: We have updated the User Interface of this page to our new standard design and functionality. In addition to the simplified workflow and multi-select options within the dropdown menus, you can now easily remove inactive individuals for more accurate reporting.

Fixes

Attendance

• Attendance > Check-in: At Check-In, in some circumstances, certain groups appeared under Suggested Groups when the user was not a member of those Groups. This has been corrected.

Reports

• Reports > Individuals: Fixed an issue that occurred when using the By Date option. The sort was sorting by Month and Day and not considering the Year.
  
  (For example, if you sorted by “January,” results from January of any year were listed at the top).

Settings

• Settings > Permissions > Global Permissions > View Fields for Directory Viewers > Profile Photo: When viewing the directory in a web browser, we fixed an issue where Directory members could still view profile photos when they were set not to display under Global Permission Directory Settings.

May 23, 2025 (v1.207)

Enhancements

Attendance Reports

• Reports > Attendance > By Session > [Group]: After you select a group, we’ve added an option to Include Inactive Members. By default, inactive members will not be included.

  This addition should save significant reporting time, as removing inactive members was previously a one-by-one process.

• Reports > Attendance > Attendance Over Time: We’ve updated this page's User Interface. Filters and actions now always appear in an uncomplicated header.
  
  In addition, the Groups drop-down now includes the ability to include Archived Groups and Inactive Members. (Previously, you had to access filters and actions under the Tri-Dot icon).

Fixes

Attendance

• Attendance > Check-in: We resolved a Permissions issue where users without permission to Edit Notes were errantly able to do so.
  
  

Background Checks

• Background Checks > Order: We resolved a rare issue where users ordering background checks using the new Protect My Ministry (PMM) integration did not see the pop-up displaying packages after initiating an order. (All other parts of the order workflow displayed correctly). Because no package was selected, the order never made it to PMM.

Reports

• Reports > Attendance > Absences: If a user opted to 'Display User IDs Beside Names, ' the User ID errantly displayed under the Phone Number column on the Absences screen. This has been corrected.

Workflows

• Workflows > Date Field Trigger: A previous ChMS update caused the Individual Date Field Trigger, when based on a Configurable Field Date, from identifying & firing when an action (date) had occurred for a specified number of Months in the Past. This has now been fixed.

April 25, 2024 (v1.205)

Enhancements

Individuals > Profile Screen

• Custom Text Fields and Notes Fields will now render any web address (URL) as a clickable link and open in a new browser tab. (Note: the URL must begin with https:// ).

March 14, 2024 (v1.203)

Enhancements

The Groups Page is Getting a New Look!

We’ve made changes to simplify usage, increase loading speed, and standardize the on-screen design and tools.

Summary:

• New: We've replaced the right-hand Filter bar with our standard Filter By dropdown.
• New: Groups are now a filter option, providing greater flexibility for some of our largest ministries.
• We've exponentially increased the loading speed of the Groups page.
• We've created Groups Settings and Actions columns to improve organization.
• We've added pagination to better manage and browse your list of Groups.

Learn more!

Configurable Date & Text Fields have increased to 50!

Track more of what matters to your ministry!

On the Settings > Profile screen we’ve updated increased the total number of Configurable Fields you can add. Use these to better record, segment, and report on a wider array of organizational needs!

In addition, we’ve updated the entire look to better organize and simplify managing these fields as well as Glance Icons.
 

February 29, 2024 (v1.202)

Fixes

iOS (iPad) Check-In App

• When a user added notes to a check-in name tag, those notes were not retained/displayed on the individual’s Profile Screen.
   
• In Check-In Station Settings, when "Enable New People to be Created at Check-in" was disabled, you could not add a visitor record, unlike other check-in methods.

Attendance

• Reports > Attendance > By Session: When attempting to export a report by Group and Date Range, an error would display, and the report would not generate. This has been corrected.

Settings

• Settings > Permissions > Roles: Resolved and issue when in certain multi-role scenarios, permissions overrode each other. Example: "Roll A” included View All Individuals for All Groups and "Roll B” included Mass Contact just selected Groups. Previously, permissions from “Roll A” overrode “Roll B” and allowed the individual to Mass Contact all groups. This has been corrected.

February 16, 2024 (v1.201)

Enhancements

General

• Reports > Attendance > Sessions:

We’ve simplified Attendance Session filter options!

(1) First, we’ve added our standard Date-Range filter to make it easy to select pre-defined date ranges or choose Custom to input your own.

(2) When viewing a Session itself, you’ll notice a new Inactive checkbox to include, wait for it...inactive individuals! (Bet you didn’t guess that one 😉 ).

Fixes

Attendance

• Attendance > Desktop Check-In: When adding a full family record in Desktop Check-In, the option to add & manage check-in barcodes did not appear. We have corrected this issue.
• Attendance > Check-in > Print Labels: Fixed an issue where HTML code was being included in the check-in note on children labels.
• Attendance > Check-in > Status: We renamed the “By” column title to “Searched By” to improve clarity. This column displays the person who was ‘searched for’ during the check-in process, not the person who checked in a given individual.

Calendar

• Calendar > Events: When a calendar was embedded in month view, event text would overlap when more than 5 events occurred on the same day. We have corrected this display issue.

General

• General > Font size Increase: We enlarged the font-size in the following areas for improved readability.
  • Groups > List > [select groups] > tri-dot > Print Attendance Roll
  • Attendance > Check-in > Status > Download to PDF
  • Giving > Input Giving > Choose a Batch > [select a batch] > View entries already in this batch > Tri-Dot > Print
  • Giving > Input Giving > Choose a Batch > [select a batch] > View entries already in this batch > Tri-Dot > Deposit Slip
  • Reports > Overview > [select a session] > Export to PDF Arrow

Individuals

• Individuals > Add: We corrected an issue where adding a person without an image sometimes failed to save.

Interactions

• Interactions > Outstanding > Tri-Dot > Filter: When searching for Interactions by “Text Includes,” not all results would appear in certain instances. This has been resolved. Setting
• Settings > Permissions > Roles: In certain multi-role scenarios, permissions overrode each other. Example: "Roll A” included View All Individuals for All Groups and "Roll B” included Mass Contact just selected Groups. Previously, permissions from “Roll A” overrode “Roll B” and allowed the individual to Mass Contact all groups. This has been corrected.
• Settings > Permissions > Roles: In certain situations, when new individuals were added, their phone numbers did not appear on their profile. This has been corrected.

February 1, 2024 (v1.200) 

Enhancements

Attendance

• Attendance > Check-in > Badge Notes: Child Check-in Note is referred to as the following depending on the method used. These are now named “Badge Notes”.
  • iOS Check-in - "Badge Note"
  • Desktop and Browser Check-in - "Note"
  • Database Profile - "Child Check-in"

Fixes

Attendance

• Attendance > Check-in > Add Family: Fixed an issue which happens during the Add Family in Kiosk Mode. Browser Check-in now adds Child Care Note to Child Check-in Notes with the correct dates.

_____________________________

November 29, 2023 (v1.9.0)

Fixes

Settings

• People > People List Not Refreshing When Deleting a Person: Bug Fix – Fixed an issue where after deleting a person from the Manage to People Screen, the People List should load the new changes without refreshing the page. 
• People > People List Not Refreshing When Adding a Person: Bug Fix – Fixed an issue where after adding a person from the Manage to People Screen, the People List should load the new changes without refreshing the page. 

October 25, 2023 (v1.199)

Enhancements

• Check-in > Settings > Check-in > Check-in Station: We’ve added the ability for churches to reprint labels, a high-demand feature request. This new setting applies to all check-in stations. By default, this feature will be released as “OFF” as some churches may view it as a security concern to their check-in process.

Note: The ability to reprint a label will only appear within the Status screen within a web browser.

Reports

• Reports > Giving Reports > Print Statements: Added a new option to “Include Alternating Row Colors”. This option provides zebra striping for the rows of detail on the statements.

Fixes

Groups

• Groups > Mass Edit > Mass Edit Individuals: Fixed an issue in which updating Individuals in a group updated all individuals rather than those selected.

Reports

• Reports > Giving Reports > Print Statements: Made design changes to the Giving Statements to correct font sizes and alignment. All giving statements being pulled throughout the database should look similar depending on options chosen.

Updated June 30, 2025 15:48