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Details at a Glance:

Please join us for our upcoming Novi Roundtables to connect and learn with fellow Novi users on the following topics:

Richmond, VA area, please join us for our Novi Road Show on September 26 and Chicago area, join us October 9! These in-person trainings are designed for both new users and those needing a refresher.

Each half-day session covers the basics - membership, events, groups, directories, reporting, and more. While geared toward beginners, all are welcome! Just bring your laptop and questions - we’ll provide the rest.

We’re excited to offer dedicated weekly Office Hours, providing you with the opportunity to ask questions, get real-time support, and collaborate directly with the Novi team. Stop by anytime during the scheduled hour, and feel free to leave when you’re ready. Please note, pre-registration is required. We look forward to seeing you there!
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Novi provides free online group training sessions every month, covering a range of Novi-specific topics. We've recently added "Welcome to Novi" trainings for new team members, and special trainings for Constant Contact/MailChimp users on 9/17!

If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!
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Ready for a clearer estimate of dues income without juggling spreadsheets? The new Upcoming Renewals Report lets you easily see dues renewal amounts per member, set retention rate assumptions, view projections by member type, and export results for deeper analysis. Reports update automatically each night, giving you a built-in, dynamic way to forecast upcoming dues – all directly within Novi! 🎉

→ Learn More: Upcoming Renewals Report

Give your members more flexibility at checkout! With Partial Payments enabled, members can now pay invoices in smaller amounts directly through their Member Compass.

Instead of paying the full balance all at once, members can enter a custom payment amount and even use different payment methods across installments.

→ Learn More: Allow Members to Make Partial Payments

We’ve made two big upgrades to streamline your Census workflows:

No more starting from scratch each time. You can now duplicate an existing Census to reuse settings, fields, and formatting. This makes it easy to standardize across requests and launch new Censuses in just a few clicks.

→ Learn More: Copy an Existing Census

For company Censuses, two extra columns now display on the Members tab:

→ Learn More: Reviewing & Managing Census Responses

Together, these updates mean faster setup, less guesswork about who received the Census, and greater visibility into who actually completed it. 🙌

By default, manual navigation links open in a new tab. Now, you can toggle this off so links open in the same browser tab instead.

👉 This helps portals that want to mimic their public website navigation and avoid clutter from too many new tabs.

No need to back out to the event list view to copy an event! Events can now be copied directly from within the event on the backend. From the Event page, click the New button in the upper-right corner and select Copy Event from the dropdown menu.

You can now send Event Confirmation and Purchase Summary emails from the attendee list of an event. After selecting Send Event Confirmations from the batch actions button within an event, you’ll now see a modal with the additional option to send a Purchase Summary email to purchasers:

Tickets now start in Draft status by default. Draft tickets are hidden from members until you mark them as Active.

Previously, tickets were either Active or Inactive, and an event with inactive tickets couldn't be made open for registration on the frontend.

Now, an event itself can be Active while individual tickets remain in Draft mode. This gives you the flexibility to

We’ve sharpened up the language in Novi Pay! To reduce confusion, all references to “Transactions” in the Novi Pay section are now labeled as “Charges.” This makes it easier to differentiate Novi Pay charges from your main transactions list on the backend.

No more waiting on QuickBooks! You can now click View from the Novi Pay Deposits list to instantly see payout details right inside Novi. This gives you a transparent look at exactly what’s included in each deposit: faster, clearer, and all without leaving Novi. Find it under Novi Pay → Balances → Action column.

We’ve added a new Designated Member Type Rule Condition that lets you set dues rules based on a member’s member type history, not just their current member type. This lets you tailor dues based on whether a member is, has been, or never was a certain type.

→ Learn More: Designated Member Type Rule Condition

For associations with a global reach, accurate phone display matters. Directory profiles will now respect the international formatting stored on each record, so what’s in your database is exactly what members see.

Whether it’s a Japanese number, a UK mobile, or any other international format, the directory now showcases phone numbers just as intended. This ensures clarity for members around the world and keeps your directory professional and reliable.

Troubleshooting where a payment originated just got easier. You can now add Payment Processor as a column in the Incoming QuickBooks Sync list using the settings cog. This is helpful if you're using Novi Pay, and still have members using saved cards from your previous payment processor.