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What's New at Novi: Early October 2024

Novi AMS regularly releases new enhancements - check out what's new!

Taryn Hill avatar
Written by Taryn Hill
Updated yesterday

We're excited to share the newest features released by Novi AMS!

Quick Jumps:


🌴 Novi Summit Registration is Open - Early Bird Pricing Ends 10/31!


🎓 Upcoming Group Trainings

Novi provides free online group training sessions every month, covering a range of Novi-specific topics. If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!


Financial Update

💳 Ask Users to Donate Credit Card Fees on Specific Transactions

Admins can determine which types of transactions users should be asked to donate credit card fees, allowing admins control over when users will see the option to donate.


Functionality Update

🛑 Bad Actors/Spammer Update


Membership Updates

🥰 Users Without Management Access Can Initiate Joins on Behalf of Their Company

Users under a company can initiate joins from the Member Compass without having management access over the company. Users who initiate the join are granted management access. Note: users cannot have their own membership type to initiate the join for the company.

🔔 Daily Digest Alerts for Upcoming Calendar-Based Auto-Renewals

Novi's Daily Digest offers important updates on your site’s activities, including reminders 14 days and 3 days before calendar-based auto-renewals run. This gives admins ample time to review dues rules, renewal emails, and invoice messaging. We recommend adding several staff members to the Daily Digest email list.

💡Learn More: Daily Digest Overview

📆 Anniversary-Based Memberships Expiration Date Options Expanded

When using anniversary-based dates, admins can determine if the expiration date should be a true anniversary date or if it should align with the first or last day of the month for easier-than-ever member management.


Integration Updates

  • Dues Payer (ID) and FamilyTreeUniqueID Available in API

  • Upload Files to Novi Files via API

  • Use API to Create Users, Send Temporary Password, and Use Secure Process for Users to Establish Password

  • Search Committee Names via API to Avoid Creating Duplicates

  • FamilyTreeUniqueID Available in Zapier Results

  • API Unique ID, Member Type, Membership Status, Default Dues Payer Fields Available to Sync to Mailchimp/Constant Contact

  • ParentName Parameter Checks for Partial Matches on Company Name and Does Not Enforce Exact Match


✨ Feature Flashback: Task Center

Novi's Task Center is an resourceful tool for admins to seamlessly track and manage actions on database records, both now and in the future! It also allows admins to view each other's tasks, making it easy to lend a hand when needed. Dive in and enhance your workflow!


Curious how Novi decides what features to make a reality?
Check out our article:
Making an Impact: Prioritizing Your Novi AMS Feature Requests

Have questions? Contact Novi AMS!

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