Gemini Updates
First things first...what is Gemini?
“Gemini” is our internal code name for our second generation Novi platform. While the first version validated our business case and elevated the bar for association management software, the new system is intended to prepare us for a future where scale, performance, resilience and maintainability is important.
What is the current state of Gemini?
We are ecstatic to announce that our first customers have been migrated to and are operating on the new Gemini platform! As we continue to make improvements to Gemini, we will also continue moving sites over to the new platform.
It is important to note that with a goal of moving all customers to the Gemini platform in the near future, any new feature work will be done solely in Gemini (excluding critical bugs and important updates). With that, you may notice below that a number of features apply ONLY to the Gemini instance. Once your site has been migrated to Gemini, you will have these features as well. We will reach out to you when it is time for your site to be migrated.
New Gemini Features
New Member Sign Up Is More Versatile For All Types of Memberships
Membership sign-up is now more versatile than ever - whether your dues paying members are companies, individuals, or both! We have made it simpler for your members to sign up for membership or create a user account and easier than ever for you as an association admin to manage.
The signup feature will guide them through the process, with stronger duplicate detection, and if they should be creating a user account instead of signing up for membership or vice versa, the system will send them in the right direction.
Member-to-Member Chat Communication
Members can now communicate through your website's member directory without revealing their email address, aiding in both member privacy and security without sacrificing the main purpose of the directory - connections!
Use Groups As Member Directory Filters
If your association has groups of members, such as Special Interest Groups or committees, and you'd like users to be able to find those groups within the member directory for communication and networking purposes, set a group as a member directory filter!
Create Groups Based Off Of Membership Status
No need to set a special condition - simply choose the membership status you are looking for and create your group!
Affiliate Section
You might be familiar with the "Affiliate Of" section in the bottom right section of your footer. This section has been removed from the backend of the websites and has been replaced with a completely editable CMS region. Now, if "Affiliate Of" isn't the best terminology for you, easily replace it!
Other Gemini Updates
Updated Routine Maintenance Page
We've given the routine maintenance page a fresh new look! This way, during any periods of downtime, members know we're working on it and won't think your site is just "broken" and feel the need to contact you.
Updates to Emails Appearing on Transactions
Invoices and sales receipts created in Novi will be created with an email attached to it that follows Novi's billing email logic. Ex: If the transaction is billed to a company with a billing contact, the billing contact's email will appear on the transaction.
Updates to the Member Compass
Users viewing the Accounting tab in the Member Compass, will now see a loading indicator in that section, letting them know that their transactions are on their way.
Events Ribbons Are Now Editable
On the main upcoming events page, your website has a section for "Signature Events" and "Other Events" by default. The text on these ribbon headers is now editable by you! Change them at your leisure to better represent your events.
Pre-Gemini Updates
Improved "Contact Us" Form Security
Your security is important to us. Spammers plague the entirety of the Internet and we want to make sure we've got you covered. We have reviewed and updated our ReCaptcha integration, a tool that keeps bot spammers from sending your association messages from your site to better ensure that it's difficult for them to reach you.
Edit Custom Field Appearance Order in the Member Directory
Making sure that your members can find who they're looking for quickly in your member directory is key. You will now have even more customizability options for your Member Directory custom field filters. With just a few clicks, drag and drop to reorder how custom fields appear in the directory filter.
"QuickBooks Online Disconnected" Daily Digest Email Message Gives More Details
You may have previously received a daily digest email letting you know that the link between your website and QuickBooks Online had been terminated. We have updated this messaging to let you know the reasoning behind this and steps you can take to fix the issue. If you're not familiar with this message, it boils down to a few main points:
We proactively check your connection to QuickBooks Online. If you receive this message, our most recent attempt at connecting has returned an error.
It's likely that this is a temporary error due to a momentary outage. However, it is also possible that your QuickBooks account has been temporarily suspended or that Novi AMS was deauthorized.
To find out if there is an issue, you'll want to run a manual sync and look out for any errors. If there are, you'll likely need to disconnect and reconnect QuickBooks Online to Novi.
Bugs We Squashed
Gemini:
Note: Various internal-facing and design bugs are not listed. Many of the bugs below were found in our Gemini QA and testing process prior to affecting any customer workflows.
AMS-6522, AMS-6560, AMS-6561, AMS-6620, & AMS-6684: Updates to groups: "days ago" & "shipping state is not null" group condition fixes, group beneficiary calculation fix, group results showing when complete, group calculation timeout for large group
AMS-6438: CSV download of a company's staff is not working
AMS-6436: Special offer showing in member directory filter when disabled
AMS-6405: Error when updating an image in Novi Files
AMS-6402: Event featured images are not showing in Top Featured background section
AMS-6393: Event registration emails not showing correct information
AMS-6368: Inactive event category landing pages and linked event detail pages are visible
AMS-6664: Member compass accounting tab returns no transactions
AMS-6649: Homepage changes not saving
AMS-6578: Member record > contact information > state value disappears when an attempted renewal is fired
AMS-6526: Error trying to merge "Customers Merged Away in QuickBooks Online"
AMS-6623: Changing a member's family tree doesn't remove them from groups they were in due to inheritance
AMS-6819: Member having issue paying invoice in member compass
AMS-6784: Daily digest emails bug fix
AMS-6773: Tickets remaining badge not showing on event
AMS-6766: Inheriting individual not receiving member benefits
AMS-6727: Manual full QuickBooks Online sync time out
AMS-6726: Background images and headshots pulling consistently
Pre-Gemini:
AMS-6440: Inheriting members showing in directory are mixed in with companies, rather than being at the back of the directory
AMS-6429: Can't change record from company to person
AMS-6422: Issues when pulling excel file from transactions list
AMS-6559: Member type compounding dues not calculating correctly for member with larger custom field value
AMS-6795: Custom fields with "&" in name break member directory filters
AMS-6790: Null values in custom fields used in dues rule conditions causes error
AMS-6668: Changing end dates of monthly billed annual subscriptions can cause duplicate billing
AMS-6034: When a Member Directory filter produces 2+ pages of results, clicking the second page or the Next button un-filters the directory