NEW Membership Change Report - a new report designed for you to easily see your membership trends, including adds, drops and retention over time, with the ability to print and export
Updates to Website Navigation & Uploading Your Organization's Logo - the navigation layout received a responsive design improvement and some additional access to edit your logo on your website
Blog Preview Text & Category Visibility - we've added the ability to display teaser text to locked-down articles, and made updates to improve the visibility of your articles under multiple blog categories
Single-Ticket Event Registration Update - for events with one ticket type, a click to register will automatically select the ticket and prompt attendee information
Hosting Virtual Events Part 2 | Wednesday, January 13th at 2:00pm EST.
There was so much to talk about during our November roundtable on Virtual Events, we simply couldn't fit in all of the information and get to all the questions from everyone, so we're hosting a Part 2! Register here
Missed a roundtable? Get caught up here!
Membership Change Summary Report
Just in time for the holidays, we have a present for you! 🤩 Before you head into your next board meeting, you'll definitely want to check out this new membership report!
The Membership Change Summary Report gives admins the ability to run a report showing how many members have been added, dropped, and retained within a defined time period. You can also compare two time periods to see how many members you have now versus last year, for example.
The results are displayed in two ways - a visual chart and a grid/list view of the data - and can be exported to Excel or as a PDF to share with stakeholders.
From here, are you thinking you'd like to dive even deeper to know which of your members were new additions or dropped and have that list at your fingertips? Coming soon! Upcoming shortly, you will also find detailed Add and Drop Reports in your Reporting section.
Ok! We know you're excited to get in there and start pulling data. Go to the Reporting section on the backend and click Membership Change. Dial-in your filters and get a new look at your data!
Website Navigation and Updating your Organization's Logo
Improved responsive design for website navigation
We recommend having six or fewer main navigation items on your website. But for some of you, this may not be feasible and you may have noticed a small change to your website's navigation.
This update provides a more user-friendly view for your members that will adjust to various screen sizes. Now, when you have more navigation menu items than the width will allow, the menu options will adjust to wrap on a second line to avoid any overlap of text (which could potentially make it difficult for site visitors to clearly view your menu). This ensures, regardless of what screen size your visitors are using, they can access and clearly navigate your menus.
Update your organization's logo on the backend
This update also allowed us to give you some additional control over editing your logo on your website.
Celebrating an anniversary or recently updated your logo? Replace the existing file from the backend, under Association Settings > Association.
Blog Updates: Teaser Text and Category Visibility Settings
If you want to give website visitors a "preview" of the content, but only make the full content available to a specific group, this new feature is for you! Locked down categories can now allow preview "teaser text" to be visible to the public.
Checking this box will allow the category to be seen by the public in a list view only - when they click to view the full article they'll see a restricted message.
Articles in Multiple Blog Categories - Visibility Bug Fix
We fixed bug that affected articles that were placed in multiple categories.
If an article is in ANY public category, it will be displayed to the public.
If you want to restrict an article to a certain group, be sure that any categories it may be assigned to are all only accessible to certain groups.
Please Note: Previously, if your article was in both a public category AND a locked down category, the article would be visible to only those people in the locked down category. With this fix, if the article is in ANY public category, it will be displayed to the public.
User-friendly single ticket option for Events
On Events with one ticket type, now when your attendees click Registration Options from the event details page and navigate to the purchase screen, the ticket is automatically selected for one registrant and Attendee Info fields appear for them to complete (if applicable for the ticket). The default is one ticket, but attendees can add more registrations as needed. For logged in members, the Attendee Info will pre-populate with their information.
Quickbooks Online PDF Attachments
We have learned that a recent Quickbooks Online update by Intuit may have turned off your preference to include an attached PDF invoice when emailing invoices. This preference can be turned on again in your QuickBooks Online account by going to Account and Settings > Sales tab > Online Delivery section > check the box for PDF Attached.
Our next Roundtable is on Wednesday, January 13th at 2:00pm EST. There was so much to talk about during our November roundtable on Virtual Events, we simply couldn't fit in all of the information and get to all the questions from everyone, so we're hosting a Part 2! Register here.
Since you probably weren't able to attend every roundtable this year, get caught up here! These conversations among Novi users are a great place to get inspired and learn some Novi tips, tricks, and best practices from your peers.
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