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New Features & Updates
New Features Added to Novi AMS & Other Recent Updates
Limit Parent Field By Member Type, Page Editor Toggle, and more!
Limit Parent Field By Member Type, Page Editor Toggle, and more!

September Release Notes

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

In this edition of Release Notes:


Novi Summit Registration is Open!

Join us March 6 - 8, 2023 in Tampa, FL for our annual user conference. Network, share ideas and best practices, and take home actionable ideas to run your organization better.


Page Editor Toggle for Admins

You may have noticed a new toggle button at the very top left of your screen when logged in and viewing the frontend of your Novi site!

Frontend editing privileges can now be toggled Active or Inactive. No more having to log out or "view in a private browser" to see what a regular user sees on a page! It can also help prevent admins from making accidental edits.

By default, this will be toggled to Inactive until the user toggles it on. Toggling it to Active provides editor access to the page. Happy editing!


Limit Parent Member Field by Member Type

Previously, the Parent Member label and description were fields the Novi team edited for you. To give you greater control over the setting, we've now moved this setting into your Fields > Member Fields section under the Action column.

Additionally, to accommodate even more nuances in parent-child relationships, the Parent Member field can be limited to specific Member Types!

This feature allows you to choose which People and Company Member Types can register for user accounts, memberships, and events under a Parent. Conversely, Member Types that don't need a Parent will no longer see the Parent Member Field, avoiding unnecessary confusion.


Share Your Event on LinkedIn

The Share Event section located on Novi event pages now allows users to directly share events to email, Facebook, and LinkedIn.

Facebook and LinkedIn Share Options Hidden on Events with Limited Visibility

For events that have limited visibility to specific members or groups, the Facebook and LinkedIn Share Event options will be automatically hidden; however, the email option will remain.

The Facebook and LinkedIn Share Event options are hidden when certain information is listed under the Event Display Options located in the Settings tab on the backend of an event. The Facebook and LinkedIn Share Event options are hidden if either the:

  • Hide on Frontend Calendar is checked

or

  • Only Visible to These Groups condition has listed a Novi Group

If these fields are left blank, the Facebook and LinkedIn Share Event options will be displayed on the event page.


Verbiage Change: Staff to People

The word "Staff" has now been updated to “People” or “Persons” in multiple places throughout the Novi system to be more inclusive to customers across all industries.

Where you will notice the change:

  • Company Settings

  • Member Compass

  • Event Settings

  • Error Messages


Updated Password Strength Policy

Member data security is always a top priority. We’re implementing stricter password security standards for all users who create a new account or reset their current password.

Moving forward, all new passwords must include:

  • At least 8 characters

  • 1 capital letter

  • 1 special character

  • 1 number

Additionally, users can’t choose a known compromised password. Don’t worry – "compromised" doesn’t mean the password has been leaked from your site! Instead, this term just refers to very common combinations that can be easily tested by hackers, like “password123.” We use technology that can identify what combinations are considered compromised.

For now, existing users will not be required to change anything. They will only need to follow these standards if they choose to reset their password.


New Group Condition for Auto-Pay

Do you have members who opted into Auto-Pay for their membership dues renewals? If so, congratulations on this recurring revenue!

We now have a new condition available in Groups so you can include or exclude these members depending on the purpose of the group.

For example, if your association sends an email to members from MailChimp or Constant Contact to give them a heads up that their dues renewal is coming up soon, you may want to exclude the auto-pay members from that message so they don’t get confused and think they need to take action.


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