In this edition of Release Notes:
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Customize 'From' Addresses by Department on Transactional Emails
Your Novi website has a designated 'From' address on all transactional emails sent to members, including those related to event registrations, new memberships, password resets, and more.
To help organize these emails, you can now override that Default Email by assigning specific 'From' and 'Reply-To' addresses for transactions across four categories:
Website User Management, including account creation and password resets.
Membership, including welcome and renewal notifications.
Events, including event registrations and capacity notifications.
Ecommerce, including new order confirmations and fulfillment notifications.
You can control these addresses under Association Settings in the Communication tab. Check ‘Designate Transactional Email Addresses by Department’ to edit who receives transactional emails for each category.
Changing the Default Email Address still requires Novi admin approval. If you don't enter a new email for any of these categories, related transactions will still go to the Default Email Address.
NOTE: As an admin user, with the exception of Novi Smart Invoices, you can control the “From” address for transactions within QuickBooks Online.
Automatically Respond to Sender's Address on 'Contact Us' Submissions
When replying to a message sent via the 'Contact Us' form, the 'Reply-To' line now automatically contains the sender's email, not the recipient's email.
NOTE: Clicking ‘Reply All’ will still include the recipient's email, but you will no longer need to manually change the 'Reply-To' address!
Mark Custom Fields Required (or Not) on Event Tickets
In the example below, a custom field called "Dietary Restrictions" has been created and set to Require On Frontend.
When adding the custom field "Dietary Restrictions" to an event ticket, the default setting in the Ticket Editor will match the custom field's setting. In other words, this information will be required for attendees registering on the frontend.
However, if admins want to turn OFF the requirement, they don't need to return to the custom field's settings. Instead, they can now simply uncheck the Required box on the custom field within the Ticket Editor.
If the Required box was unchecked, it can be turned back ON in the same manner.
Note: If a custom field is turned OFF in the Ticket Editor for a period but later turned ON, any registrations that were made while the requirement was off may not have information in this field, since it was not required at the time of an attendee's registration.
Display Member Record Data (Instead of Attendee Data) on Event Tickets
When admins create event tickets in the Ticket Editor, they determine which fields will be displayed on the Attendee Form that registrants fill out.
When added to the Attendee Form, a field will first pull from a member's record to auto-populate the information. If no information is found, the attendee can manually input data on the Attendee Form during registration.
NOTE: If there is no auto-populated information and the attendee manually inputs data, this does NOT update the member's record. The field information is only applied to the ticket(s) that the attendee purchased.
Whether a ticket field is added to the Attendee Form or not, admins can display certain member data populated from member records in the Attendee List View via the gear icon. In this example, although "Job Title" wasn't asked on the ticket above, admins can add this information to the Attendee List View:
NOTE: Attendees must have a member record with information in these fields for the system to auto-populate the information. Guest registrations will not auto-populate information into these fields since they are not connected to a member record. In the example above, if a member does not have their "Job Title" included in their record, this information will not display in the Attendee List View
Credentials/Designations has also been added to the Ticket Editor as a default field option.
For more details on exactly which fields can be pulled into the Attendee List View, visit the first help article below.
Stronger Search Functionality in Member List
The backend search functionality now returns results beyond exact matches, helping you find the right member record faster than ever. For example, when searching the name "Amelia Bedelia," search results include "Amelia J. Bedelia."
Additionally, searches now include matches under Member Name, Email, and the Billing Address's first line. In the screenshot below, a simple search of the letters "der" found matching results in a record's name, another record's Billing Address, and a record's email address:
Partial names and email addresses are also included in search results. For example, a search for "@test.com" will pull all records that have this domain listed in the email address.
Track Profile Updates in the Website User Logs
With Website User Logs, you can now filter by profile changes members have made on the frontend! First, navigate to the gear icon in the upper-right corner of your admin screen, then go to Tools > Website User Logs.
The Website User Logs include detailed information, such as what profile change was made, which member made it (including Novi admins), and what data was there before the change. When reviewing these logs, admins can filter and sort search results or even export the list of changes to Excel.
Allow Members to Assign Benefits from the Member Compass
If your association restricts Member Benefits Flow to a limited number of people, this feature is for you.
Expect fewer calls from users who need help assigning benefits! Dues-paying members can now self-manage their seats directly from the Member Compass.
Users with management access for company member types (including Primary and Billing Contacts) can directly assign people to open seats under the People tab of their Member Compass. Plus, they can see how many remaining seats are available!
That being said, if someone accidentally assigns a seat and wants to revoke benefits, they'll still need to contact your team for assistance. This prevents members from gaming the seat system.
Display Addresses on a Person's Member Directory Profile
We've made our Membership Directory settings more flexible by allowing admins to display an individual's shipping address.
If the following conditions are met, the Member Directory will now show a person's Shipping Address on their details pages:
The directory generating the person's profile page has Show Address for People set to ON.
The directory’s Visibility is not set to Public.
The member doesn’t have limited website visibility set up under their record's Settings. Checking Hide Contact Information on Website and/or Hide Address on Website will stop a person's address from displaying.
Users Can Access Smart Invoices via the Member Compass
Users can now view and pay Smart Invoices from the Account History tab of their Member Compass. This means members have more control over their payments, and you have more time to focus on other projects!
When a user clicks Pay, a Smart Invoice is generated, allowing them to view and pay the invoice. Alternatively, users can download a PDF of the invoice.
All invoices — including dues, event registrations, products (e-commerce), and QuickBooks invoices — are included in this feature. As a bonus, a user can share a Smart Invoice's URL, allowing someone else to pay on the user's behalf without accessing their account.
Greater Credit Memo Clarity
Dates on Credit Memos Will Match Invoices Dated in the Future
When an admin performs an action in Novi that creates a credit memo (such as using the Non-Renew & Credit process or canceling an event registration), that credit memo uses today's date.
That will still be the case unless the invoice is dated in the future. If the invoice has a transaction date greater than today, Novi will now use the Invoice Date for the credit memo instead to help keep financial data clean.
Rate and Quantity Automatically Updated on Credit Memos
Novi previously left quantity and rate values null when creating credit memos, using only the amount to reflect the total credited. Now credit memos will include rate and quantity values for even better reporting in QuickBooks Online!
Small but mighty changes you don’t want to miss!
Bundle Items from QuickBooks
Novi previously didn't support bundles in QuickBooks. However, if your organization uses bundles, we now handle it as a single line item. This way, your staff can have a wholistic picture of your members' accounting. Your members will also have the ability to access those transactions within their Member Compass.
Time Zones in Event List View
To prevent confusion for members across the country (or even across the globe), each event in the Event List View now has a time zone label. Note that this label will not appear on all-day or multi-day events.
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