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What's New at Novi: Mid November 2024

Novi AMS regularly releases new enhancements - check out what's new!

Melisa Smith avatar
Written by Melisa Smith
Updated over a month ago

Quick Jumps:


🌴 Novi Summit Registration is Still Open!


🎓 Upcoming Group Trainings

Novi provides free online group training sessions every month, covering a range of Novi-specific topics. If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!


Financial Updates

💰 Revamped Transactions List Filters

We’ve made it easier than ever to find the transactions you need and gain better insights into revenue tracking on your Accounting > Transactions page and Member record > Accounting > Transactions sub-tab.

Here are the highlights:

  • Just like invoices, you can now track revenue types (categories) for sales receipts, refunds, and credit memos, giving you a more complete view of financial activity. For example, need to see all sales receipts specifically from events? Now you can!

  • Additionally, the transactions list filters have been revamped, with new “Quick Filters” for fast access to common views, like open, overdue, and recently paid invoices.

  • You'll also find several new and updated fields, including "Print/Sent Status," "Due Date From/To," and "Related Product/Event," expanding your transaction search options.

🧾 View, Send, and Print Refund Receipts Directly from Novi

Like other transactions, you can now view, send, and print Refund Receipt details directly in Novi! Previously this action was only available in QuickBooks Online.

Event Update

💻 Require Event Attendees to Use Unique Email Addresses

A new option is now available for attendee-based events to help you manage attendance and engagement more effectively: require unique email addresses for each attendee within the same ticket type!

This solves problems like preventing duplicate guest registrations (in case someone forgot they registered!), ensuring smoother access for third-parties that require unique emails (even when members register guests), and simplifying credit tracking for education events using private Zoom links.

Membership Updates

👤 New "Parent Name" Merge Field for Membership Emails

We’ve added a [[ParentName]] merge field to membership emails, allowing you to personalize renewal and new member messages further. If a member doesn’t have a parent, this field will simply remain blank in the message.

👯 Updates to Company Signup Duplicate Name Detection

We’ve simplified the new company member signup experience smoother for users joining an existing organization, helping to prevent duplicates and streamline the process.

Now, when a user enters a company name that’s already in the system, they’ll see a friendly message: “We found a match!” - This includes the company’s name and location (city, state, zip) to help confirm it's the right organization, especially useful for companies with multiple branches.

If it’s the correct match, users can simply choose “Continue with this organization.” This allows them to proceed without re-entering information, creating their account using the details already entered in Step 1—no extra steps, and no duplicate company added. Previously, they would have been directed to restart the account creation process.

🕒 Tracking "Historical Member Type"

We’ve enhanced how member type changes are tracked to provide a clearer view of historical membership data.

Now, when a member's Member Type changes, the activity notes will display the change as “From: [Old Member Type] - To: [New Member Type].”

Additionally, the Add and Drop reports now include a “Historical Member Type” column, showing the member type at the time of each activity, rather than the member's current type.

This update helps you accurately track member type changes over time, where previously only current member types were reflected.

>> Learn more about the Add Report, Drop Report, or Activity Timeline

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