All Collections
New Features & Updates
New Features Added to Novi AMS & Other Recent Updates
Saved Credit Cards, Secure Trackable Files, and More!
Saved Credit Cards, Secure Trackable Files, and More!

In sprint 117, we released 12 updates. Here's what you need to know.

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

Abridged Version

  • Saved Credit Cards are here! Anyone with a user account can now save credit cards via the member compass, meaning faster checkouts & more transparent subscription renewals.

  • Secure Files: Lock down files to certain users, and pull a list of who has downloaded the file.

***

Saved Payment Methods (Credit Cards) via the Member Compass

Watch this short video to see an overview of our latest exciting update on saved credit cards.

Recap:

  • "Payment Methods" is now a section in the Member Compass that allows users to save & manage their credit cards

  • During checkout for events, products, membership, etc. users can select from their saved cards or add a new saved card

  • Subscription renewals are now based on the default card on the user's account

Resources:

>> Saved Payment Methods (Credit Cards) for Users
>> Subscription Renewals

***

Secure Files - Restrict Access & Track Downloads

Lock down visibility of files to specific users and keep track of which users are viewing each file.

Does your association have files that:

  • should only be accessible to logged-in users?

  • should only accessible to a specific Group(s)?

  • need to be restricted/private and each download needs to be tracked (who and when)?

  • is accessible to the general public AND you want to track downloads?**

If so, you should definitely check out the new Secure Files section in Novi!


​Please Note:

  • This new feature does not replace Novi Files, which will continue to be the file manager for your public files.

  • **If users choose not to login, they will show as anonymous but will count towards the number of times that file was downloaded.

>> Learn more about Secure Files

***

Love Novi? Give us a quick review!

Google Review (Be the first to write a review!)
​Review My AMS
​Capterra Review
​QuickBooks App Store

***

Upcoming Novi AMS Roundtables

Novi Roundtables are monthly opportunities for Novi customers to virtually gather and discuss a specific topic relating to association work.

This is a discussion amongst attendees, not a webinar! A Novi team member will be in attendance to moderate each discussion. To sign up, click the link below for a topic that you're interested in!

July 2020

  • 7/1/20: Awards Programs Management - Join us to share your practices and hear how other Novi clients plan and manage their awards programs.

Did this answer your question?