Change Log

Click on a version below to see full details of the changes.

SubscriberCRM 2.4.3.0 (released 09/12/2016)

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Duplicating Event

When duplicating an event, the Early Booking Date, Late Booking Date and Last Booking Date are now set proportionally based on the new start date rather than just being copied from the source event.

Sales

There is now a 'Clear' button on the search tab in the Sales screen.

Reports - All Addresses

There was an error when exporting either one of the standard exports, 'Address List By Purpose (Mailing, Billing, Delivery)' and 'Address List By Address Type' within the Reports > All Addresses screen. This has been resolved.

Change Contact Status Dialog

The drop downs have been made wider within the Change Contact Status dialog.

Projects

The project search was not working as expected. This has been resolved.

Projects

The projects can now be dragged and dropped.

Events

An error would occur when clicking into the filter row within the grid on Events > Search screen. This has been resolved.

Work Carried Out

There is a help icon to indicate the number of hours per day on the Work Carried Out dialog.

Volunteers

The email address now shows in the search grid within the Volunteers screen.

Emailing

The recipient's grid in the Email screen can now be exported.

Reports - Contacts - Record Communication

The 'Completed' field has been added to the record a communication section within the Reports > Contacts screen.

Sales - Products

In a certain circumstance the accounting codes were being entered multiple times when the accounting codes on a products were edited. This has been resolved.

Update Demand Total from Subscription

Within the Already Generated Demands screen it is now possible to update the total of the selected demands to match the total of their associated subscription. This is particularly useful if the demands have been generated before any subscription rates have been changed.

Lapse Contacts

The contacts join date is now visible in the 'Show Contacts to be lapsed' area within the Lapse Contacts screen.

Employment Details

It is now possible to view a contacts employments details if they are an employee, or view their employee's details if they are an employer.

Emailing

Microsoft Outlook is no longer used to save the sent email when the 'Save Merge Document' option is selected while emailing. A 'View Email' option will appear on the toolbar of the communication dialog allowing the sent email to be viewed. You can also resend the email by selecting the appropriate option.

Reports - Contacts - Export Membership Subscription Information

The Id of the country was included in the 'Membership Subscription Information' export rather than the name of the country. This has been resolved.

Dragging and Dropping Communications

It is now possible to drag and drop a file or email from Microsoft Outlook onto the Communications grid as well the area labelled 'Drop Communication Here'.

Dragging and Dropping Communications

If an email is dragged out of Microsoft Outlook, SubscriberCRM now determines if the email came from the 'Sent Items' folder and will set the communication type accordingly.

Reports - All Addresses - Lists and Labels

The Lists and Labels output type is now available from the Reports > All Addresses section.
SubscriberCRM 2.4.2.0 (released 18/10/2016)

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Mail Merging

The use of 'smart' quotes would cause an issue when mail merging. This has been resolved.

Contact Campaigns - User Lists

There was an issue when setting the Campaign Contact Status on multiple contacts at once within the My Lists tab in Contact Campaigns. This has been resolved.

Contacts Screen - Volunteer

It is possible to create a new volunteer or open the contacts volunteer information directly from the Contacts Screen by using the appropriate item in the 'Other Options' menu.

Volunteers and Projects

The Volunteers screen has been revamped and the projects, project activities and locations have been moved to the a new screen called 'Projects'. You will find this next to the 'Volunteers' screen. More information can be stored about a Project, including a reference, budget, a contact, communications and documents. A Project Activity has been extended to record additional information including end date, actual completion date and location. The Project Activity can be selected to show in the diary as well. Also the Work Carried Out has been enhanced and things like performance and feedback can now be recorded.

Demands Manager

Future subscriptions show in the 'Create a New Demand' section of the 'Demands Manager' dialog.

Contacts Search

Spaces are excluded when searching for telephone numbers on the Search tab of the Contacts screen. 'Telephone' will search Tel, Tel (Eve), Mobile and Fax.

Reports

Spaces are excluded when searching for telephone numbers from the Reports screen.

Contact Campaigns - Profile Field Selector

Header profile fields are excluded from the Profile Field Selector dialog.

Contact Campaign Appointment

The Summaries section on the Contact Campaign Appointment dialog doesn't show when an appointment is added to multiple contacts at the same time.

Document Manager

The 'Home' button within the Document Manager wasn't always working as expected. This is now resolved.

Contacts - Enquiries

The Enquiries tab on the Contacts screen now shows the 'Caller Type' of the enquiry.

SubscriberCRM Help

The 'SubscriberCRM Help' option in the Help menu, now navigates to our new Knowledge Base page on our website.

Drop Down Controls

An error may have appeared if text was entered into a drop down control if it wasnt actually in the list. This has been resolved.

Duplicate Event

The Website Settings can be selected to be copied to the new event when the event is duplicated. 'Show On Website' will be unticked however, to give time for the event to be checked before it appears on the website.

Reports - Delete Contacts

The 'Delete Contacts' option was appearing in multiple report areas, whereas it should have only showed in the Contacts reports area.

Reports - Contacts - Export Membership Subscription Information

All membership subscriptions were being included in the 'Membership Subscription Information' export from 'Reports > Contacts', when it should have just included the contacts main membership subscription. This has been resolved.

Enquiries

It is now possible to create your own custom fields on the Enquiries screen. To do this go to 'Edit > Profile Creator' and select 'Enquiries' from the Area dropdown.

Lookup File Maintenance

The filter row is now available on the grid in Lookup File Maintenance.

Contacts Addresses

It is now possible to see who and when a contacts address was last updated and added.

Age

It is now possible to report on and export a contacts Age from the reports screen.

Contacts Middle Name

Middle name can now be entered on the 'Contacts Screen', the 'New Contacts Wizard' and the 'Import Contacts Wizard'.

Crystal Reports

When a Crystal Report is loaded which has a parameter dialog, the actual crystal report window may sometimes load behind the main SubscriberCRM window. This has been resolved.
SubscriberCRM 2.4.1.0 (released 07/07/2016)

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Transfer to Accounts

There is now a second confirmation dialog that must be accepted in order to exclude an item from the Transfer to Accounts process.

Report Definition Dialog

The report definition dialog has been updated so that it can be expanded and resized.

Diary Details Dialog

The header label was spanning over the rest of the dialog when Windows was set to use high DPI settings. This has been resolved.

Volunteers

It is now possible to find volunteers who are associated with a project from the 'Quick Search' tab.

Add Payment Dialog

A payment could be added to a withdrawn demand when right clicking on a contact record. This has been resolved.

Expenditure Dialog

The Date Incurred and Date Cleared fields could not be cleared. This has been resolved.

Email and URL Validation

If an invalid email address or URL was entered, an icon would appear covering up the text that was being entered at the end of the textbox. This has been resolved.

Email Invoice As Attachment

When an invoice was emailed as an attachment, it would have a random file name. This has been changed so that its name will be the 'Document Type' and the invoice number if there is one, otherwise the sales reference.

Profile Lists

The list controls in the profiles have been changed so they are more like the other lists in SubscriberCRM. It is possible to type into them.

Subscriptions and Demands

A subscription cannot be deleted if it has an unpaid or partially paid demand. A demand cannot be unwithdrawn if its subscription has been deleted.

Fundraising

There is now an option on a fund called 'Allow Donations'. This is ticked by default but if this is unticked, the fund doesn't appear when a donation is added.

Infragistic Controls

Updated the Infragistic controls to version 2016.1

Emailing/SMS

If 'Record Communication' is selected but the communication hasn't been set, the user would be made to set the communication. The user does not have to do this now and the default information will be used instead.

'Record Communication' and 'Save Merged Document' are automatically ticked in the Emailing and SMS screens.

Merge Document Details

'Record Communication' and 'Save Merged Document' are automatically ticked when creating a new merge document.

Already Generated Demands

The grid summary has been added to the already generated demands screen.

Enquiries Screen

The Enquiries screen has been updated make it look more consistent with other screens in SubscriberCRM.

Contact Links Dialog

The 'Open Contact' button wasn't opening up the contact as expected. This has been resolved.

Crystal Reports Selection

There is now an 'Add Reports' button on the Crystal Reports Selection control that will allow you to select a Crystal Report file to add to that area. It is still possible to drag and drop a Crystal Report file too.

Contact Notes

The Notes field on a contact (found in the Profiles area), is now included in the mail merge data.

Volunteers Reports

There is a new Report Section called 'Volunteers - Projects' which will allow you to find volunteers associated with a project within the reports screen.

Volunteers - Project Activity Details

The total time worked on the project activity is now displayed.

Volunteers

The availability options of a volunteer have been extended to record evening availability. It is now also possible to specify that the availability of a volunteer in unknown.

Relative Paths

The stored paths in Communication Details and the Document Manager are now relative rather than being full paths.

Withdraw Demands

Multiple demands can be withdrawn and unwithdrawn from the Already Generated demands screen.

Contact Screen

If a date isn't entered into either Join Date, Left Date or Date of Birth fields in the profile area, it no longer says Unknown.

Web Sync

The Web Sync has been updated to fit into the newer visual styles and to make the screen more user friendly.

Audit Trail

The new 'Origin' field in the Audit Trail determines where the change was made from. This would show as 'User' if the user modified the contact record, or 'Web Sync' is the change was made by accepting it from the Web Sync screen.

Reports - Contacts

Last Modification Date has been added to Reports - Contacts.

BACS Batch

SO Reference is now displayed in the BACS batch.
SubscriberCRM 2.4.0.0 (released 12/04/2016)

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Groups

Further changes to the Reassign Group Members have been made to optimise the process even more.

Contacts Quick Search / Recycle Bin

The left date is now available in the contacts quick search screen and recycle bin.

Profile Creator

If there wasn't a profile field or profile section selected and the user clicks out of the Row or Column field, an error would occur. This has been resolved.

Advice and Representation

The following fields have been added to an A & R case; Settlement Amount, Outcome, Referred By and Documents Received On, Tribunal Date, Tribunal Deadline Date.

Standing Order Payments

The Transaction Date in the Standing Order tab can now be pre-filled with either today's date or the demand date. This option can be set by going to Action > Options.

Lookup File Maintenance

If the Groups screen was open, but a group wasn't selected and a list in the Lookup File Maintenance was modified, a message would popup. This has been resolved.

Web Sync - Modifications

New addresses which had been added by a user but then deleted, were still showing in the Web Sync - Modifications area as new addresses. This has been resolved.

Delete Contacts

It is now possible to delete multiple contacts at once through Reports > Contacts. The option 'Delete Contacts' has been added to the Output Type drop down. This is only available to administrators who have the permission to delete contacts.

Reports - Event Delegates

When adding the Event field to the selection criteria, deleted events are no longer showing up.

Temporary File

Any temporary files that SubscriberCRM creates are now automatically cleaned up.

Sales

A PDF of the invoice can now be emailed as an attachment. You can do this by selecting the 'Email Selected Invoices as Attachments' option.

Fundraising

The fundraising screen has been updated.

Groups

The contacts Position and Department is now also available in the Group Members screen.

Manage Permissions

There was an issue whereby if the permissions of a role were updated, but a user has different profile permissions, the users permissions would still be overwritten. This has been resolved.

Web Sync - Modifications

The tabs that don't have any changes are now much more greyed out to make it clearer that they don't need to be clicked on. Also the prefix 'Profile: ' has been removed from the text on the profile tabs.

Manage Duplicate Contacts

The information in multiple row profiles on the Contact to Retain was deleted and the information on the Contact To Remove was copied over. The original information is now retained instead.

Payments

Cannot change the transaction date if a payment is included in gift aid claim.

Payments

A batch cannot be deleted if it contains claimed gift aid payments.

Gift Aid

Information about the contact is now stored when a gift aid claim is submitted. This allows you to look back at the exact details that were used for the submission.

Web Sync - New Contacts

If you do not want the Payments tab visible in the New Contacts Wizard when it is loaded from the web sync screen, it can now be disabled in the New Contact Information tab in Settings.

Future Subscriptions

It is now possible to add a subscription that will become 'current' in the future. The status of the subscription must be set to 'Future' and the start date set to when the subscription should start. If the contact has a current membership subscription, it is recommended that the expiration date is entered on this.

Multiple Profile

The data in the multiple profile grids can now be grouped and the column chooser has been added to the grids.

Contact Links

The contact links has been updated to make it easier to manage.

Event Merging

Group Number, Table Number and Seat Number of the sub event bookings are now available as merge fields in the merge documents.

About SubscriberCRM

There is now an 'About' dialog which shows information about SubscriberCRM such as the version, server, database and license information.

SubscriberCRM Icon

The icon of SubscriberCRM has been updated.

Microsoft Azure SQL Database

SubscriberCRM is now compatible with Microsoft Azure SQL Database which will allow you to store the SubscriberCRM data in the cloud.
SubscriberCRM 2.3.20.0 (released 04/02/2016)

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Web Sync - Modifications

When trying to accept either personal detail changes or address changes, you may receive a message to say that profile changes need to be accepted first, even though there were no changes. This has been resolved.

Event Table Management

The process of managing the Group Number, Table Number and Seat Number of the sub event booking is now easier with the Table Management dialog. This can be found at Event Details > Other Event Options > Table Management. It shows all the sub event bookings which can be filtered by sub event.

Update Profiles

When the profiles are updated, they get refreshed but the security permissions weren't being taken into account. This has been resolved.

Home Screen

There was an issue that when the home screen was set to 'Events', an error would appear when Subscriber loads. This has been resolved.

Sales

There was an issue whereby the Net Adjustment field on the invoice line was editable when the invoice was for an event when it shouldn't have been. This has been resolved.

Web Sync

The Payment Method of the membership subscription and payment method of the payment are shown in the New Contacts section of the web sync.

Gift Aid

When a Gift Aid record is opened, the user will be prompted to review the Contact's payments and set the appropriate ones to be Gift Aided.

Reports - Payments

Batch Is SO Batch and Batch Is Web Batch, have been added as reports fields. The field Is System Batch has been renamed to Batch Is BACS Batch.

Groups

The groups screen has been updated to include the toolbar at the top, which now also includes buttons to navigate through each group in the search results.

Group Profiles

Profiles can now be defined on a group, which extends the information that can be stored against a group. These are defined within the Profile Creator. Set the Area to Groups, to add the profile section to the groups screen.

Export Report to PDF

If a report has parameters and the parameter dialog is closed instead of having the parameters entered, an error would occur. This has been resolved.

View Due Subscriptions

The View Due Subscriptions now shows the expected total of the demand that will be created, rather than just the subscription total, i.e. it takes into account a discount until date.

Events

A button has been added to the Search tab to clear the criteria.

Events

More information about the venue has been added to the venue drop downs.

Web Sync Profiles

There was an issue whereby profile data wasn't always being saved when a change was accepted. This has been resolved.

Fundraising

The contacts organisation has been added to the Donations Received, Pledges Made and Appeal To tabs on the fundraising screen.

Global Changes

The organisation in the address has been added to the global changes.

Import Contacts Wizard

If only emails are imported in the import contacts wizard, the contact could not be found within a search. This has been resolved.

Contact Reports > Record Communication

The diary details can now be entered through the 'Record a Communication' screen.

Web Sync - Subscription Modifications

Information about a subscription can now be updated within the web sync screen. This can be used for things such as adding or removing the political levy or change in subscription due dates. Also this information can now be set when a new subscription is added.

Address Lookup - Capscan

A particular postcode would return an error due to the amount of data it returned. This has been resolved.

Add Contact to Event

Multiple contacts can be added to a event at once through the Reports > Contacts screen. Enter the appropriate selection criteria and then select 'Add Contacts to Event' from the Output Type field.

Groups

Reassign Group Members has been changed to use an optimised query.

Contacts Quick Search

Occasionally a small flicker may be experienced when using the contact quick search and show results from a previous query. This has been resolved.

Creating Invoice from Demands

When an invoice is created from the Already Generated Demands screen, it is now possible for the Origin of the invoice to be set.

Standard Report Grids

If a Crystal Report is dragged onto the standard reports grid, but the Crystal Report had an extension in upper-case, it was not recognised. This has been resolved.

AFD Postcode

Ward Name has been increased from 30 characters to 50 characters.

Events

The document manager has been added to the events screen.

Recent Changes

The recent changes can now be viewed online rather than in a PDF document.
SubscriberCRM 2.3.19.0 (released 27/11/2015)

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Multiple Profiles

The profiles have been extended so that multiple items can be stored against a contact in a profile. To create a profile section like this, set the Format to ‘Multiple rows’. To create a profile section where there can only be one set of information for a contact (i.e. as the profiles are currently), the format should be ‘Single’.

Web Sync – Modifications - Profiles

Only the profile fields that exist in both the main and holding profile tables will be updated.

Payments – Batch Reports

The dates in the Batch Reports screen now work from the beginning of the start date to the end of the end date, to eliminate any time element.

Import Nominal Role

If an Awards sheet was not specified, an error would occur before the preview data was populated. This has been resolved.
The user should no longer need to change the formatting of certain fields in the Excel data file.

Events

The date(s) of the open event now show in the title bar.

If a payment was added before the booking was saved, a message would appear to say that it was fully paid. This has been resolved so that the booking is automatically saved when the payment is added.

The event start and end times are now available when mail merging, as well as the number of delegates per booking.

If the event is not fully booked, it will show as green within the Search tab. To set an event as being fully booked, check 'Is Fully Booked' on the Website Settings tab.

The process to transfer a booking to a different event has been extended to give the user more control. The user is able to select which delegates should be transferred and even which sub events the delegates should be booked onto. If there is a sub event with the same name, this will automatically be selected for the user. It is also possible to either copy or move the booking. The 'Copy' option will create a new booking on the selected event with the appropriate delegates. The 'Move' option will do this, but also remove the booking from the existing event. If a payment has been made, this will be moved across and assigned to the new booking also. These options can be accessed through the 'Transfer Booking' item on the toolbar.

Fundraising

The 'Amount Pledged' field is now automatically populated from the total amount pledged rather than it being free entry.
If a deleted contact has made a donation, they will now still appear in the list of donations.

Profiles

A single profile section can now be maximised to full screen by clicking the button in the top right hand corner of the profile section on the Contacts screen.

Refund Multiple Payments

The demand date is now displayed in the grid, comments for a new batch can be set and the user can select if the demand should be written off.

New Contacts Wizard

When merging with an existing contact and choosing to merge subscriptions, the Gift Aid on the subscriptions are re-evaluated.
SubscriberCRM 2.3.18.0 (released 22/10/2015)

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Contact Campaigns Schedule

The current user would not automatically be selected in the visitor and caller drop downs on the schedule. This has been resolved.

Multiple Payment Refund

It is now possible to create a refund for multiple payments at the same time. This can be done by right-clicking on the Contacts screen and selecting the ‘Add Multiple Refunds’ option.

New Contacts Wizard

Subscriptions could be deleted from the ‘Available Subscriptions’ area. This has been resolved. Also the ‘Unknown’ subscription will no longer appear in this list.

Import Contacts Wizard

If a default value was set and a definition saved, the default value would not always be loaded correctly. This has been resolved.

If a membership subscription was added during the import process and the contact had an open Gift Aid record, the subscription would not always be ticked as Gift-Aidable. This has been resolved.

Contacts Screen – Subscriptions

When manually adding a demand to a contact, the information in the Subscriptions area of the Contact Details tab would become mixed up. This has been resolved.

Communication Sub Types

If a Communication Sub Type had it's Type set to 'Unknown', it would cause the the Sub Type to permanently show in the list. This has been resolved.

Email Accounts

When email account settings are modified, the user no longer needs to close the Email screen in order to use the updated email account settings.

Events

The various grids within the Events screen can now be exported to Excel by right-clicking the grid.

When an Event is duplicated, it is now possible to select if the Resources, Facilitators and Diary details should also be duplicated.

Events – Sub Event Bookings

‘Group Number’ and ‘Seat Number’ fields have been added to Sub Event Bookings, so they can be used if required.

Enquiries

It is now possible to record the outcome of an Enquiry. Outcome Types can be defined via the Lookup File Maintenance screen.
SubscriberCRM 2.3.17.0 (released 11/09/2015)

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Welfare Grants – Applicant

'Date of Birth' has been added and the Relationship field has been changed to a drop down.

Welfare Grants – Application

Payments can now be recorded against an application.

Mail Merge – Gift Aid

The 'Title', 'First Name' and 'Surname' fields displayed in a contact's Gift Aid tab are now available when producing a mail merge.

Join Date

A contact's 'Join Date' was being set whenever a subscription of any type was added to that contact. This has been modified so that it is only set when a membership subscription is added.

Import Payments Wizard

There is now a Summary panel, which will give the user information such as the number of payments in the import file, the total amount of the payments, number of unmatched payments etc.

If a payment is unallocated, the row will be coloured orange for easy identification.

Contact Type, Contact Status, Membership Class and Membership Status have been included in the grid and the information from the import file can also be seen within the grid.

The payment file can now also be reloaded from the main Payments tab.

SagePay Integration

The integration with SagePay has been updated to use version 3.00.

File Selector

Files with uppercase extensions were not appearing in the File Selector dialog. This has been resolved.

Sales Documents and New Contacts

When importing new contacts, the Contact Id of any associated sales documents will be updated accordingly.

Events - Advanced Eventeers Selection

Rather than only being able to select all bookers or delegates, it is now possible to select bookers or delegates based on certain criteria. For example, if they have attended the event, cancelled their booking or have selected a particular sub event.

To access these options, right-click on the 'Eventeers' list and select 'Advanced Selection'.

Gift Aid - Claim Amounts

When creating a claim, the Total Adjustments Amount and Total Claim Amount may have been slightly different to what was expected. This was due how the claim amounts were combined and rounded. This has now been resolved.

Please note that these figures are used just for displaying to the user. The correct amounts are (and were) transferred to HMRC when making a claim - so this issue has no effect on any previous claims.

Web Sync – New Contacts

When importing new contacts through the Web Sync screen, the Transaction Date of any imported payments will now also be set.

Sales

A 'Net Adjustment' field has been added to the invoice lines which can be used in situations where the Quantity and VAT cause rounding issues.

Import Contacts Wizard

If a duplicate contact is found, you are now able to select one of the duplicate contacts to update.

Import Contacts History

There is now a history of when a contact was created or updated through the Import Contacts Wizard or the Import Nominal Roll Wizard.

Mail Merge – Document Type

A new field has been added to 'Letter' merge documents that allows you to set the type of Microsoft Word document that you would like to create - i.e. Letters, Labels, Envelopes.

Contact Campaigns – Schedule

A new option allows only those users associated with the currently selected campaign to be displayed in the Visitors and Callers drop downs. Previously, all users were displayed whether they were associated with the campaign or not.

Contact Campaigns – Contact Details

An image will appear next to the contact's address if that address has had mail returned.

Reports – Communications

The 'Phone Number', 'Message' and 'Allocation Reason' fields have been added to the available search criteria.

Reports

When adding a date field to the selection criteria, it is now possible to filter on the time element. This can be done by setting the 'Date Part' option to ‘Time’.

Events

If an event had no bookers or delegates, the totals on the event (Expected Income, Income Paid etc.) were not being updated. This has been resolved.

Sales

The Search tab now allows the user to set the Dispatched Date for multiple invoices at once. This option can be found by clicking the ‘Other Options’ button in the bottom-right of the Search tab.

Emailing

You can now embed images into your emails that are located on a different PC or server. Previously the message ‘URI formats are not supported’ would have appeared.

Events - Event Expenditure

An 'Expenditure Type' can now be set when adding an expenditure to an event.

Payments – Search

The three state check boxes have been replaced with drop downs.

Reports - Is Blank

The ‘Is Blank’ column in the various Reports screens has been renamed to ‘Empty’ and is now a drop down instead of a check box.

Employment Details

The buttons in the Employer and Workplace fields are enabled and disabled appropriately depending on whether or not a contact is selected.

Contacts Screen – Events Tab

If a booker and delegate share the same contact, but the delegate’s name is different to the booker’s name, the delegate’s name will show up next to the Sub Event within the Events tab.

Web Sync – Modifications

When the status of an existing non-membership subscription was modified, the user was still forced to set the status of the membership subscription on the dialog that appears. This has been resolved.

Profile Creator

When adding a new Profile Field and there were not enough rows in the Profile Section to accommodate it, the user was prompted to increase the available rows. This message has now been removed.

Contacts Screen - Notes

The Notes dialog has been updated to allow for easy navigation through multiple notes.

Email Accounts

When entering an email account, the screen now makes sure the user has entered an Email Address and SMTP Server.

Contacts Screen – A & R

It is now possible to create an A & R case directly from the Contacts screen and also view all the cases for that contact in the A & R screen.
SubscriberCRM 2.3.16.0 (released 06/04/2015)

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Customise and Merge

There were compatibility issues with the ‘Customise and Merge’ option and older versions Microsoft Word. It would only work as expected from Microsoft Office 2010 onwards. This has been resolved so that it now works for versions prior to Microsoft Office 2010.

Gift Aid Submission

Modifications have been made to how Gift Aid claims are submitted in accordance with the changes issued by HMRC. SubscriberCRM is now compatible with v2.0 of the Charities Online services; which comes into effect on 6th April 2015. For non-overseas addresses, the postcode must be entered and be in the correct format. There is now a setting which can be found in ‘Edit > Settings > Lookup File Maintenance > Countries’ which determines if a Country is overseas – ‘Is Overseas’ needs to be un-ticked for UK countries. It is advised that you check your ‘Countries’ list before submitting your next Gift Aid claim.

Payments

If a Direct Debit subscription payment is added to a standard batch, the payment method will automatically be set. Previously it was set to ‘Unknown’.

Update Process

When performing an update to SubscriberCRM an error may have occasionally occurred mentioning ‘subscriber_Security_UsersLoggedIn_Update’. Whilst this had no effect on the update procedure, it will now no longer appear.

Web Sync - New Contacts

When a new contact from the 'Web Sync' screen is displayed in the New Contacts Wizard, the address label was not automatically filled. This has been resolved.

If a new contact had multiple addresses, the same purpose may have been applied to multiple addresses. This has been resolved.

If the Initials have not been set, they will now automatically be defaulted.

Welfare Grants

'Position', 'Department' and 'Organisation' fields have been added to an applicant and to the ‘payee details’ on an application. 'Telephone' and 'Email' have also been added to the ‘Payee Details’ on an application. Also, the amount per frequency is now shown in the Amounts area.

Mail Merge - Sponsored Subscriptions

Sponsored subscriptions are no longer included with ‘All Other Current Subscriptions’ - but it is now possible to include sponsored subscriptions within the merge data as a separate entity. This can be done by selecting the ‘Current Sponsored Subscriptions’ option in the ‘Information to Include in Data Source’ area. Also, if merging from ‘Payments - Already Generated Demands’, ‘Payments - Standing Order Demands’, ‘Payments - Batch Payments’ or ‘Reports – Payments’, you are able to select to include details of the recipient contact in the merge data, if the payment or demand is for a sponsored subscription. To do this, click the ‘Recipient Contact’ option in the ‘Information to Include in Data Source’ area.

Contact Rules

Additional fields have been added to the Contact Rules.

Credit Notes

When an invoice is credited, the demand adjustment that is created will have it's date set to that of the credit note and not the current date.

Groups

The 'Description' field is now available in the Search results.

HTML Editor

A new button is available on the toolbar to remove all styling from the selected text. This is particularly useful when text is copied into the editor from another application, such as Microsoft Word or Outlook.
SubscriberCRM 2.3.15.0 (released 18/02/2015)

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Welfare Grants

Grant applicants, applications and payments can now be recorded. This is managed via the 'Welfare Grants' tab on the Contacts screen. User permissions will need to be modified in order to see this tab.

There is also a 'Welfare Grants' tab within the 'Payments > Financial Reporting' screen, which will allow you to generate grant payments for any applications that are due.

Also, all payments that have already been generated can be viewed - allowing letters, emails and SMS messages to be sent.

Import Contacts Wizard

It is now possible to interact with Subscriber while the 'Import Contacts Wizard' dialog is open.
Also, it was not possible to enter a default value for fields. This has been resolved.

Contacts Screen - Quicksearch

The 'External Reference' field was not being cleared when the 'Clear' button was clicked. This has been resolved.

Demands Manager - Splitting Demands

When splitting a demand, the newly-created demands were not being saved correctly. This has been resolved.

Import Payments Wizard

If the designated import file does not exist, the user is asked to locate the file. Previously, the loading screen would remain open instead of closing when complete. This has been resolved.

Deleting Demands

When demands are deleted from the Already Generated Demands screen, the user is now informed of the number of demands that are selected to be deleted.

Contacts - Initials

The 'Initials' field is now also used when generating the Address Label and Salutation.

Payments - Dates

When entering payments into a batch via the 'Edit/View' tab, the date of the last payment entered is remembered and is used when the next payment is added.

Contacts - Audit Trail

Changes made to the privacy options on a contact are now included in the audit trail.

Customise and Merge

It is now possible to customise a merge document as you are performing a mail merge, and for this modification to be saved if the ‘Save Merged Document’ option is selected. This is very useful when you would like to add a custom message to the mail merge but not actually change the template itself. This can be done by selecting the ‘Customise & Merge’ option from the ‘Merge’ drop down button.

Diary

If there were too many ‘All-Day’ appointments in the diary to fit in the section, some of the appointments would not show. There is now a scroll bar at the side which allows you to scroll the all-day appointment area and view them all.

Accept and Close

An ‘Accept & Close’ button has been added to many of the dialogs. This will accept any changes made and then close the dialog. Previously there may have just been an ‘Accept’ button which would accept any changes, but you would also have to separately click the ‘Close’ button to close the dialog.

Legacy Merging from Already Generated Demands

An error may have appeared when clicking in the ‘Document Picker’ dialog when mail merging from the Already Generated Demands screen. This has been resolved.

Events - Expenses

Negative expenses can now be entered.

Events

Opening the 'Website Settings' tab for a new, unsaved event would cause an error message to appear. This has been resolved.
Delegates' address labels were not being loaded correctly after they had been initially saved. This has been resolved.
It was not possible to add a delegate to a sub event if they were already on a sub event with the same 'Unique Group’. This has been resolved.
When creating a booker or a delegate from an existing contact, the 'Telephone' will be copied from the contact's 'Telephone'. If the contact does not have a telephone number, the evening telephone will be used instead.
The 'Event Code' has been added to the event search criteria and to the search results grid.

Emailing from Payment Batch

When emailing from the Payment Batch screen using the non-standard merging, an error may have occurred. This has been resolved.

Global Changes - Modified Dates

When performing a global change, the Last Modification Date of a contact was not being set. This has been resolved.

Merge Documents

When opening a merge document, ‘Save Merged Document’ would appear ticked if ‘Record Communication’ was ticked, even if it had previously been un-ticked. This has been resolved.

New Contact Wizard - Groups

When adding a group to a contact in the New Contacts Wizard using the ‘Add As Last New Contact’ option, the user was unable to edit the group member details. This has been resolved.

Contacts - Addresses

The icon will display on an address which has mail returned, even if the address is no longer active. Inactive address tabs are now also greyed out.

Lookup File Maintenance

An error would occur if the 'Save' button was clicked and the grid was empty. This has been resolved.

Group Search

Additional information has been added to the group search results, i.e. Potential membership, number of child groups and number of child members.

Contacts

If a contact's Gift Aid record had been opened or closed and a payment was added to the contact without being saved, the change in Gift Aid status was not being reflected on the payment. This has been resolved by saving the contact if it has been modified.
SubscriberCRM 2.3.14.0 (released 26/11/2014)

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SMS

It is now possible to send SMS messages directly from Subscriber. We have integrated with the SMS provider TextLocal. In order to use the SMS facility, you must first sign up with TextLocal and then enter the appropriate settings into Subscriber. SMS can be used on it's own or as part of the combined merge facility. Note that this is only available when using the ‘Standard Merging’.

Events

When creating a new sub event rate, it is now required that a rate (other than ‘Unknown’) is selected.

Enquiries Screen

Mobile number is now included on the Enquiries screen.

Emailing

You can now add a contact directly to the Recipients list when the email is performed from the Contacts screen or the Reports Contacts screen. Also, more information about each contact is now available in the Recipients tab.

Reporting

National Insurance Number has been moved to the ‘Personal Details’ report section.

Import Payment Wizard

There is now a wizard to allow you to import payments into Subscriber.

Contact Links Dialog

You can now click anywhere on the row to select the particular ‘contact link’, rather than just the row selector.

Groups Screen

There is now more information available about each Group in the search tab on the Groups screen, including the address.

Advice and Representation

The width of the drop down fields on the Advice and Representation screen have been increased.

Volunteers

In the grids that display a contact's skill information, more detail about each skill is displayed. For example, their training dates are now available.

Permanently Delete Contacts

When a contact is permanently deleted, their contact details are now anonymised.

Contact Rules

Yes/No profile fields are now included in the fields available for rules. If the rule specifies the field must be filled in, then the field must be ticked. If the rule specifies the field must be empty, then the field must be unticked.

Sponsored Subscriptions

When adding a sponsored subscription a contact, the Membership Number of the recipient was not being set (if applicable). It was also not possible to add a sponsored subscription to a contact if they already had that subscription; even when the subscription was not current. Both of these have been resolved.

Event Badge Label

A delegate's label name can now be used within their badge label.

Web Sync - Groups

Additional group member information can now be imported from the Web Sync screen - e.g. Date From, Date To etc.

Enquiries

It is now possible to search for an enquiry using the ‘Response Notes’ field on the Search tab.
SubscriberCRM 2.3.13.0 (released 02/10/2014)

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CSV Exporting

Double quotes in the data were causing problems in some areas when exporting to a CSV file. This has been resolved.

New Contacts Wizard

Duplicate contacts were not always automatically appearing as the New Contacts Wizard screen was loaded. This has been resolved.

Contacts Import Wizard

The process would fail when trying to import a file with a field that was longer than 255 characters. This has been resolved.

There was also an issue whereby donation payments would not be marked as 'Gift Aid-able', even if the import data suggested that they should be. This has been resolved.

Recycle Bin

The Recycle Bin may not have always displayed all the results as expected. This may only occur if a county or country name was blank, as this value was automatically being selected. This has been resolved.

Lapse Contacts

Deleted contacts were appearing in the 'Lapse Contacts > Show contacts to be lapsed' area. This has been resolved.

If a contact has an overpaid demand which is being paid by someone else - i.e. they are a recipient of a sponsor subscription - they were not appearing in the 'Lapse Contacts' screen, but the sponsor was. This has been resolved so that the recipient is now included instead.

Web Sync - Modifications

Changes to Contact Type, Contact Status, N.I. Number, Access Requirement and Dietary Needs can now be processed within the Modifications area.

A contact's Employment Details can now be processed in the Modifications area of the Web Sync screen, allowing them to be maintained online.

Event Synchronisation

Additional fields have been added to the Bookers grid - Pre-Booking Id, Paid Amount and Trans. Code. If a booking has not been fully paid, the field will be red and there will be a warning when the user tries to import the booking.

Sales Screen

It is now possible to right-click on the Products tab to export the information to Microsoft Excel.

Enquiries Screen

The search criteria has been extended to include 'Enquiry From' and 'Enquiry 'To' dates, 'Postcode' and 'Caller Type'.

AUDDIS

There is now an advanced AUDDIS process, which allows you to see and choose which bank details you would like to include in the AUDDIS file and to commit. You can find this option by going to 'Payments > Subscription Renewals' and clicking the drop down on the 'Export AUDDIS File' button.

Merge from Groups

When using the non-standard merging, contacts who had been filtered out of the grid were still being included in the merge. This has been resolved.

Sales Screen

When a new sales document is created, the document type defaults to 'Invoice'.

Web Sync

When accepting a Gift Aid change, the user will be asked if they would like to update the contact's subscriptions accordingly.

Contacts Screen

If a payment was added to a demand that had not been saved, the demand would disappear. This has been resolved.

If an invoice was created from a demand that had not been saved, an error would occur and the invoice would not be created. This has been resolved.

After performing certain actions such as posting a batch, you may have found the Contacts screen was being activated. This was unexpected behaviour and has been resolved.

Transfer to Accounts

Contacts' countries are now transferred to Sage during the transfer to accounts process. To do this, Subscriber matches the Country code in Sage with the ISO 3166-1 A2 Code in Subscriber.

Disbursements

If a batch has been modified but not saved, the user will be prompted that the batch has been modified before the screen is closed.

Employment Details

It is now possible to select a contact as a 'Workplace'. You can also still type free text into the Workplace field if preferred.

Sponsored Subscriptions

When a contact's Gift Aid record was opened or closed, the Gift Aid on any sponsored subscriptions was not being adjusted accordingly. This has been resolved.

When the 'Demand Generation Cycle' is run, the 'Last Due' and 'Next Due' dates on sponsored subscriptions were not being kept up to date. This has been resolved.
SubscriberCRM 2.3.12.0 (released 20/06/2014)

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Audit Trail

There was an issue with the Audit Trail whereby if the name of a column was contained in the name of another column, an error would display. This has been resolved.

Also, even if no change was made, a decimal field with a '0' value would appear as a change in the Audit Trail. This has been resolved.
SubscriberCRM 2.3.11.0 (released 20/06/2014)

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Crystal Reports

The Crystal Reports runtime has been updated to the latest version.

Infragistics Controls

The Infragistics controls have been updated to the latest version.

Event Statistics

The ‘Total Net (Before Discounts)’ amount was being calculated incorrectly. This has been resolved.

Create Invoices

If an invoice is created from one demand, the demand date is shown on the ‘Create Invoice Options’ dialog.

Events

There was a problem when adding a sub event that had not been saved to a delegate. This has been resolved.

Events – Sub Events

The tab order on the sub event dialog has been altered.

Standing Order Payment Import

If a standing order payment is imported and it is more than the total of the demands that have already been created, it is now possible to select to create additional demands, rather than just adding the overpayment as a donation.

The 'Memo’ field is no longer truncated if it is more than a certain number of characters.

Cannot Establish Connection Settings

If for some reason the SQL connection details have changed and Subscriber is unable to connect to the SQL Server, the user is prompted to re-enter the connection details. Once the correct details are entered, there was an issue whereby the user was not able to login immediately – the user would have to close Subscriber first and then try to login again. This has been resolved.

Gift Aid

‘Hand’ has been added to the ‘Declaration Received By’ options.

Document Manager

There was a UI issue when changing the name of a file or folder in the Document Manager. This has been resolved.

Contact Rules

The contacts rule that check a contact's main group membership now make sure the office ‘Denotes Group Membership’. The contact rules global check was also including contacts who had been deleted. This has been resolved.

Audit Trail

The Audit Trail has been added to the Groups screen so that changes made to the main group details are now recorded.

Changes that are made to profiles are now also included in the Audit Trail.

VAT Rates

The VAT code is now displayed as well as the VAT rate on the drop downs.

Reports – Gift Aid Information

It is now possible to filter contacts based on their ‘Include Payments’ Gift Aid option. This can be accessed in the ‘Gift Aid Information’ Report Section.

Manage Duplicate Contacts

Duplicates can now be found by ‘Organisation’.

AUDDIS File

The ‘Organisations BACS Id’ can now be included in the AUDDIS file.

Print Address Label

When an individual label is printed, the selected printer is now ‘remembered’ to make the whole printing process much quicker and simpler. The print settings can be modified by going to ‘Edit > Settings > Printing’.
SubscriberCRM 2.3.10.0 (released 16/05/2014)

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Contact Rules

The Contact Rules feature allows the user to define certain rules or select fields that must either be filled in or be blank for a set of contacts. It is possible to specify the contacts that the rules should relate to by Contact Type, Contact Status, Membership Class and Membership Status.

This replaces the ‘Mandatory Fields’ feature. The mandatory fields would make sure certain fields were filled in on a Contact, however this would be for all types of Contacts. You may actually have a certain type of contact that requires specific information to be filled in but another type of contact that needs other information to be filled in; the contact rules allows for this. There are however, still two mandatory fields that exist - the Contact Type and Contact Status.

If there were mandatory fields previously configured, the contact rule will automatically be set up to replace them. The contact rules can be maintained by going to ‘Edit > Settings > New Contact Information > Contact Rules’.

Staggered Email Sending

It is now possible to stagger the sending of emails. By going to ‘Edit > Settings > Emailing’ you can enter how many emails should be sent before there is a pause in the sending. The length of the pause can also be defined.

Sponsored Subscriptions Grid

There was an issue with the sponsored subscriptions grid whereby, if the Gift Aid or payment method options were changed, it would not check if the subscription could be set as Gift Aid. This has been resolved.

Creating Invoices from Demands

When creating invoices from demands the user is now able to specify how the invoice date is set. The user is able to either specify a date (which defaults to the current date) or use the payment demand issue date instead. Previously, it would always just use the current date.

Reports - Contacts - Record a Communication

The notes field within the ‘Record a Communication’ section of the Contact Reports will now only allow a maximum of 1000 characters.

New Contacts Wizard

If merging with an existing contact, the ‘Website User Id’ will no longer be overridden if the new contact does not have a ‘Website User Id’.

Emailing

When an email is sent and a communication does not have a subject entered, a warning message will be displayed to the user.

Payment Batch

A user can now open a contact directly from the Contact Details section in the Payment Batch screen.
SubscriberCRM 2.3.9.0 (released 16/04/2014)

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Combined Merges

A Combined Merge allows you to combine email and letter merge documents into one merge. From a selection of contacts, you can either email those who have an email address or send a letter to those who don’t, or vice versa.

With the introduction of Contact Merge Preferences, you are able to specify if a particular contact would prefer to receive an email, letter, or nothing at all. For example a contact may wish to receive membership-based correspondences by letter, but marketing correspondences by email. The types can be defined by yourselves. You can even select to send an email and a letter to a contact if the merge requires it.

The combined merges can be configured in the ‘Merge Settings’ dialog.

Merge Documents

It is now possible to select if a merge document should 'Enforce Privacy Settings'. If this is ticked, contacts will be removed from the merge if they have the 'Do Not Mail' or 'Do Not Email' privacy settings ticked (depending if a letter or email merge is being performed).

Also, it is now possible to specify the order in which the data is displayed when performing a merge.

Cancel Direct Debit

When cancelling a Direct Debit where the Process Code was set to 'Unknown', the Process Code was incorrectly being set to '0C'. This has been resolved.

Lapse Contacts

'Membership Number' and 'Organisation' are now included in the Lapsed Contacts grid.

Event Merging

When emailing from the Events screen and a merge document was not used, a contact may have appeared in the email list multiple times. This would occur if the contact had multiple addresses that were ticked as 'Use for Emailing'. This has been resolved.

Reports > All Addresses

When emailing from the 'Reports > All Addresses' screen and a merge document was not used, it would attempt to email to all contacts addresses that were ticked as 'Use for Emailing', not just the addresses that met the selection criteria. This has been resolved.

Events - Sub Events

It is now possible to store the minimum number of places on a sub event.

Contact Notes

There was a limit to the number of characters displayed in the 'Notes' field on the Contacts screen. This limit has been removed.

Web Sync

The last modification date of the contact is now updated whenever changes are accepted.

Posting Batches

Occasionally batches may have taken longer than expected to post. This has been resolved.

Event Invoices

Occasionally creating invoices from the Events screen may have taken longer than expected. This has been resolved.

Security

Each user’s Security Role is now displayed in the Users grid within the Settings.

Bank Details Validation

Once the bank details have been validated on the New Contact Wizard, the screen would often go into the background. This has been resolved.

Groups

The 'Description' field is now plain text rather than RTF (Rich Text Format).

Already Generated Demands

The contacts address is now shown in the Already Generated Demands grid.

Sales

There was an issue when modifying an invoice line and then saving the invoice immediately, whereby the invoice line would not be saved as expected. This has been resolved.

Check-Off Payments

The order in which payments are allocated to demands can be set to either membership subscriptions or other subscriptions - i.e. if demands are on the same day, the user can select to allocate the payment to membership subscriptions before other subscriptions or vice versa.

Group Member (As Last Added)

If you select the 'As Last Added' option to add a contact to a group, you are now able to specify a different group.

Manage Duplicate Contacts

The 'Manage Duplicate Contacts' screen has been extended, to allow for the Volunteers' main and supplementary information to be transferred independently of each other and of the other areas.

Pay Source Details

The Pay Source details can now be imported from the 'Web Sync > New Contacts' screen.

Crystal Report Selector

If a report is dragged onto the Crystal Report Selector and a report with the same name already exists, the user is asked if they would like to create a new report or overwrite the existing one.
SubscriberCRM 2.3.8.0 (released 13/03/2014)

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Contact Notes

When editing the notes on a contact record it would look as though the new lines/line breaks had been removed. This has been resolved.

Contact Campaigns

An error would occur when viewing the Contact details in the Contact Campaigns screen. This has been resolved.
SubscriberCRM 2.3.7.0 (released 04/03/2014)

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Events

If a new event was created, it was possible to view the 'Eventeers' tab without saving the event; causing a large number of incorrect bookers to appear. This has been resolved.

It was possible to remove a row from the 'Available Sub Events' grid on the ‘Chosen Sub Events’ tab. This had no actual effect outside of the grid, however it should not have been possible. This has been resolved.

When duplicating an event, the sub event dates are also modified in relation to the new start date.

The 'Mem. Status' field on the Delegates screen was showing Membership Classes, not Membership Statuses. This has been resolved.

It is also now easier to report on delegates who did or did not attend an event.

Contacts Screen - Gift Aid

The ‘Sent to Contact’ and ‘Signed by Contact’ fields could not be cleared on the ‘Gift Aid’ tab. This has been resolved.

Group Member Details

If a 'Date To' is entered and the status is active, the status will automatically be set to inactive. Similarly if the 'Date To' is removed and the status is inactive, the status will automatically be set to active.

Diary

If an enquiry is selected to show in the diary and a time is specified, it will appear at the time of the enquiry. If a time is not specified, it will appear as an ‘All Day’ appointment. Previously it would always show as an ‘All Day’ appointment.

Reports

The ‘Report Section’ now shows in the Selection Criteria area of the Reports screens.

New Contact Wizard

A new option has been added to the Subscriptions area - ‘As Last New Contact’. This allows Subscriptions to be added to the new contact in the same way as the last new contact that was entered.

The ‘add’ options have changed slightly on the Employment Details, Groups and Pay Source Details screen. By clicking ‘Add’, a completely new item will be added. The drop down on the ‘Add’ button will give you multiple options, these are;

'As Last Added’ – This will add a new item in the same way as the last new item that was added.
‘As Last New Contact’ – This will add all the items in the same way as the last new contact that was entered.

The user will be prompted before the New Contact Wizard closes. This is to help prevent mistakenly closing the dialog and losing any information that has already been entered.

When a fields label is clicked to either include or exclude that field from the duplicate search, a search is automatically performed, regardless of the number of characters entered.

There is now an ‘As Last New Contact’ button which shows when on the Personal Details area. This will add Subscriptions, Employment Details, Groups and Pay Source Details the same as the last new contact that was entered.

If an area is selected to merge with on the Merge Options menu, the menu now stays open.

Enquiries

An error would occur sending an email from the Enquiries screen when using the legacy merging methods. This has been resolved.

Drag & Drop Communications

If multiple emails from Microsoft Outlook or multiple files were dragged onto the Communications area in Subscriber, only one communication would appear in the grid. This has been resolved.

Export Reports to PDF

If a Crystal Report is exported to PDF and the parameter box appears, the loading bar remained open. This has been resolved.

Contacts Screen

An error would appear if a contact was saved immediately after changing information about their Subscription; e.g. the payment method. This would not actually cause a problem but it has been resolved.

If the contact's notes were modified and the contact was saved immediately, navigating to another contact would cause the modified warning would appear. This has been resolved.

Merging

'Subscription Frequency' and 'Demand Frequency' are now included in the fields that are available in the merge output.

Grid Exports

It is now possible to export grids to the new '.xlsx' format; which is used in Microsoft Office 2007 and above.

Contact Notes

The contact notes have been changed so they are no longer in RTF (Rich Text Format), but plain text. Although this did allow basic formatting of the text (e.g. emboldening, italicising etc.), the surrounding formatting text made it unreadable when reporting and exporting. With the notes now in plain text, working with them is much simpler.

Check-Off Payments

The loading of batches in the check-off screen has been optimised for improved performance.

Update

The 'Update Database Statistics' process has been taken out of the update procedure.

Document Manager

There was a problem while editing the name of a file or folder and pressing the delete key. It would attempt to delete the file instead of the appropriate text. This has been resolved.

Sales Documents and Products

Sales Documents and Products have been modified to allow for higher costs.

Group Members

When a group member is added on the contacts screen, it checks to see if the contact is also in any other groups of the same type and office. If so the user will be prompted to set the status of these to inactive.

Communications

When a file is selected from the Communication dialog, it will use the file path to predict which folder and file to show.

Copy Address to Clipboard

There is now an additional option for copying a contact's address to the clipboard - 'Copy Address to Clipboard (Without Salutation)'. This copies the address to the clipboard but without the salutation.
SubscriberCRM 2.3.6.0 (released 10/02/2014)

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Events

Substantial changes have been made to the Events screen. The layout has been altered so it is cleaner looking and gives more room for things such as the 'Description' field. There is a toolbar at the top of the screen where most of the actions (e.g. saving, adding bookers and delegates etc.) are now performed.

Notes can now be entered on an event as well as times for the Start and End Dates.

Events - Sub Events

To modify a sub event you must now double-click on the sub event in the list. A dialog will appear allowing you make changes to the sub event. There are a few new options available on a sub event:

Is Default – The sub event will automatically be added to a delegate when a new delegate is added.
Is Compulsory – The sub event will automatically be added to a delegate when a new delegate is added but you will be prompted if you try to delete it. This is more important for website use.
Order – The order the sub events should appear. This is more important for website use.
Unique Groups – You may have the requirement whereby a delegate can select only one sub event from a range of sub events. The unique group will allow for this.
VAT Rate – The VAT rate can now be specified per sub event.
Allow Defined Rates Only – Only the rates that have been applied to the sub event can be used - i.e. if a contact does not fit into a rate (e.g. they are not a member) then they will not be able to book onto the sub event.

The time can now be specified on a sub event.

Events - Rates

You may have different rates for members, students or non-members ans so forth. These can now be controlled and allocated using 'Rates'. You must first define a rate and specify which subscription classes belong to that rate, e.g. you may call a rate ‘Member’ and associated any subscription classes that indicates a member to that rate. The rate can then be added to a sub event and you can specify costs for that rate for the specific sub event.

In the sub events grid you will notice a small ‘plus’ icon, by clicking this you can quickly see the associated rates and their costs.

Events - VAT Rates

There have been changes to how the VAT is used within the Events screen. Rather than the VAT rate being set on a booking, it is now set per sub event booking, which allows for greater flexibility as the VAT rate can be different per sub event.

If the country of the booker does not attract VAT, then VAT rate will not be set.

Please note that this has affected the creation of invoices and the transfer to accounts process.

Events - Bookers and Delegates

There are new fields available on both Bookers and Delegates, including the following:

Bookers: Title, First Name, Surname, Mobile, and Notes.
Delegates: Label Name, Tel, Mobile, Email, Net Amount and VAT Amount.

Events - Website Settings

It is now possible to specify the Terms and Conditions for an event and also select whether or not the user must accept the Terms and Conditions to book.

Events - Active Dates

It is now possible to specify the time on the active dates, as well as the date itself.

Events - General

It is now possible to email directly from the events screen.

By default the Position, Department and Organisation fields on a booker and delegate will be taken from the contact's address. If you would like this information to be taken from the Organisation Details instead, go to ‘Edit > Settings > Events’ and tick ‘Use Contacts Organisation Details’.

Document Manager

There is now a navigation bar at the top of the Document Manager so that it is easier to see your current location. There is also a navigation pane on the left hand side allowing you to navigate through the folder structure.

Results Grids – Quick Summaries

Underneath some of the grids in Subscriber, you will see some brief information about the data in the grid, including the total number of rows, the number of rows that are filtered and the number of rows that are checked (where applicable).

Print Individual Contacts Address Label

An individual address label for a contact can now be printed directly from the Contacts screen. This can be done from the ‘Other Options’ toolbar item.

New Contact Wizard

The New Contact Wizard has been changed to make it even easier to add new contacts. You can see all the wizard areas on the left hand side which can be clicked to skip straight to that area without the need to navigate through each one. It is possible to create a new contact or merge with an existing contact from any area on the wizard, i.e. you don't have to navigate all the way to the end. Also 'Add as Previous' options have been added to the Groups and Pay Source Details areas.

Contacts Screen

The Contacts screen has been tidied slightly, including a better menu bar and navigation functions. 'Add as Previous' options have been added to the Groups and Pay Source Details area.

Sales Screen

The product buy price on an invoice line was read only. It is now possible to edit this again.

Volunteers Screen

The list of skills on the Skills tab is now in alphabetical order. The volunteer’s skills and associated projects are listed in alphabetical order. Also when a new volunteer is created, the ‘Own Transport’ field will now automatically be ticked.

Bank Details

If a Direct Debit was cancelled but it had already been cancelled i.e. the Process Code was XX, it would get changed to 'OC' again. This has been resolved.

Gift Aid Screen

The header image has been removed from Gift Aid screen. The totals displayed on the 'Select' tab may not have always reflected the amount that was actually claimed. This was due to a rounding issue and has now been resolved. Previous claims have been updated to show the correct amounts. Please note that this would not have affected any claims that you have submitted to HMRC and this was purely a display issue.

Reports

The list of volunteer skills now does not include those skills that have been deleted.

General

‘Event Synchronisation’ has been renamed to ‘Events Sync’ to bring it in-line with other module titles.

Reports > Events

This reports area has been extended to take account of the modifications to the Events screen.

Reports > Event Delegates

This reports area has been extended to take account of the modifications to the Events screen.

Enquiries

An error occurred when opening or saving an enquiry which was caused by the enquiry types being 3 levels deep. This has been resolved.

Demand Adjustments

Demand adjustments cannot now be created manually for invoice or event demands.

Transfer to Accounts

There was an issue with transferring demand adjustments to Sage if a subscription demand was invoiced and that invoice was credit noted. This has been resolved.
SubscriberCRM 2.3.5.0 (released 04/12/2013)

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Gift Aid

The postcode does not now have to be filled in when submitting a gift aid claim. This is useful when a contact is a UK tax payer, but may live abroad and do not have a postcode.

Contact Gift Aid Details

There is now a button to set the Contacts Gift Aid title, first name and surname to be the same as what’s on the main contact details tab.

Countries and Counties

Codes have been added to the countries and counties table which can be used for mapping and Sage Pay integration.

Add Payment Dialog

When using the ‘Add Payment Dialog’ to pay a demand, the amount is defaulted based on all payments not just posted payments.

Grids

In many of the grids, you are now able to summarise the currency fields.

Document Manager

You can now drag and drop, or copy and paste from Microsoft Outlook, directly to the Document Manager.

Transfer to Accounts

A withdrawn demand would still be available to be transferred, even if it had been excluded. This has been resolved.

Contact Campaigns

Contact Campaigns and any associated appointments were still being displayed on the Contacts screen even if the Contact Campaign had been deleted. This has been resolved.

Groups

Deleted contacts were still appearing in a group even if the contact had been deleted. This has been resolved.

Website Addresses

You can now click an action button next to a website address to view the website.

Profile Fields

When a profile field was deleted an error would occur. This has been resolved.

Inherited Addresses

If an address is inherited, it is now possible to change the label name.

Settings

The new contact wizard areas may not have saved if many areas were selected. This has been resolved.

Contacts - Notes

If more than 2000 characters where entered into the main text field of a note then the note wouldn't save correctly. This has been resolved.

Gift Aid - Claim Details

When filtering the un-claimed payments by applying the filter by date, it may not have always worked as expected if the custom filter was set on the grid. This has been resolved.

Sales Screen

The sales screen has been refreshed. It has been re-organised, and contains more information about the Contact, e.g. first name and surname and extra information on the invoice and delivery addresses. The delivery addresses can always be modified now even if the invoice has been finalised. Also payments that have been made towards the invoice are displayed on the sales screen.

Subscription Balances

By right clicking on the Contacts screen, you will now see a new option called 'View Subscription Balances'. This will display a dialog and show you how much a contact should pay, how much they have paid and the balance for their subscriptions.

Reports

There was an intermittent problem on some PCs whereby Subscriber would freeze when you go into the Reports screen. This has been resolved.
SubscriberCRM 2.3.4.0 (released 02/10/2013)

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Accent Insensitive Search

You can now select to use accent insensitive searching. When using the first name and surname to find a contact, you have the option of ignoring any accents. This can be enabled by going to Edit > Settings > Organisation Details and then ticking the Use Accent Insensitive Searching option. Please be aware that this can impact performance and may cause some searches to take longer.

Profile Creator

The column and row fields can only be set to a positive number.

Address Label Format

You are now able to specify the address label format that a country uses. This settings can be used in Crystal Reports to format the address label accordingly.

Diary

You are now able to specify the address label format that a country uses. This settings can be used in Crystal Reports to format the address label accordingly.

Import Check-Off EDI File

The process to import an EDI File has been extended. It is now possible to use the Employee Number to match a payment in the file with a Contact. Also you can use a date field to match a particular demand. You can use the Offset field for a date, in case the dates do not exactly match.

Update Procedure

The update procedure will automatically re-index the database and update the database statistics.

Update Database Statistics

There is now an option in Edit > Settings > General Operations where you can update the database statistics. This can help to improve performance.

Contacts Screen and New Contact Wizard

The tab index has been changed so that it is now Title, First Name, Initials and Surname.

Contacts Screen – Quick Search

The ‘Address’ field has been split into its component parts. Also ‘Country’ and ‘Constituency‘ fields are available.

Merging Contacts

When a contact is merged and there are payments for subscriptions that need to be imported, the payment may have been allocated to a demand that was already paid. This has been resolved so that the payment will only be allocated to an unpaid demand.

Lapse Contacts

The lapse contacts process was including contacts who had demands that were actually written off. This has been resolved.

Adding Payment to Event Booking

You may have received an error when saving a booking after adding a payment to that booking. This has been resolved.

Merge Document - Creating a New File

There was an intermittent problem if you created a new file within the 'File Selector' and then immediately tried to rename it, an error would occur. This has been resolved.

Website Address Validation

The algorithm to determine if a website address is valid has been improved.

Crystal Reports

The Crystal Reports interface within Subscriber has been updated. If you have an rpt file you are able to drag and drop it into the area where you would like it to be used and you can delete existing reports. You are able to modify the report name and description and you can now also secure the reports so that only certain Subscriber users are able to view them. All reports are always available to Administrators and only Administrators are able to maintain the reports, e.g. add, edit and delete.

Email Account Settings

You are now able to specify a 'Reply To' address in email account settings.

Recycle Bin

There is now a recycle bin so that you are able to restore deleted contacts. You can also permanently delete contacts from here as well, however if you do they will be irretrievable. The recycle bin is only available to Administrators.

Gift Aid in Reports

The new Title, First Name and Surname fields have been added to the Gift Aid Information report section.

Emailing from Payment Batches

It is now possible to email directly from both the Standard and BACS batch screens.

Merge Settings

Primary Employment Details and Primary Pay Source Details are now available to be included within any letter and email merges.

Global Changes

If you are globally changing a profile list item, you are now able to clear the value for the selected contacts.

Column Chooser

The column chooser dialog will now appear and you are still able to interact with the main grid. This allows you to show a column in the grid and then immediately move its position without the need to close the column chooser dialog first.

Call Buttons

If the call button is clicked on a phone number on the Contacts screen, it will check the contacts privacy settings. If they cannot call, it will warn the user. The call buttons on the Contact Campaign screens have been modified too so that a call can only be made if a contact can be called.

Demands Manager

You can now withdraw multiple demands at once.

Web Sync - Modifications

When populating the profile changes and the profile contains a field that is a header row and error would occur. This has been resolved.

Web Sync - New Contacts

It is possible to reject multiple new contacts at once and date added and date synced fields have been added.

Group Member Details

When the status is changed to the Inactive option, the ‘Date To’ will be filled in. When the status is changed to 'Active' the ‘Date To’ will automatically be removed.

Reports

A field called 'Is Inherited' has been added to the ‘Reports > Contacts’ and ‘Reports > All Addresses’ output results. The selection fields for these fields are called 'Is Inherited' and can be found in the Contacts Address Details and All Addresses reports section.

BACS and AUDDIS Files

The Standing Order reference is now available to be included in the BACS and AUDDIS file. It is also possible to specify the Text Qualifier.

Importing New Contacts

There was an error if you tried to import a New Contact through the Web Sync module if there were employment details. This has been resolved.

Also it will check to make sure the contact hasn't already been imported immediately before the New Contact Wizard appears.

Email Screen

It is now possible to save the HTML to a file from within the Email screen.

Clicking in the filter row in the Send column of the Recipients tab caused on error. This has been resolved.

If changing the 'From' email address, but the new email address doesn’t have a signature, the signature for the previous email account will be removed from the email body.

The screen to edit the email has been improved to make it more user friendly.

The process of sending embedded images, e.g. where a locally stored image is used in the email, has been improved.

A plain text version of the email is automatically sent as well as a HTML version. This is in case the recipient isn't able to receive HTML emails.

When you send the email it will try to warn you if you have forgotten to add an attachment.

Subscription End Dates

If the status of a subscription is changed and that status should end the subscription, the end date will only get set if it doesn’t already have a date entered.

Contact Links

The Contacts Organisation is shown within the Contacts Links area.

Database Connection Details

If the database connection details are modified in the settings, Subscriber will automatically restart.

Gift Aid Submission

The regulator information is not passed over if the HMRC reference starts with either CH or CF. Subscriber will now make sure something has been filled in in the First Name column before it actually tries to submit the claim. Also it will automatically remove any leading or trailing spaces from the Contacts information when submitting the claim.

Contacts Screen – Mail Merge

There was an issue when mail merging from the Contacts screen that occurred when you exported the results from the Reports > Contacts screen to the Quicksearch tab. This has been resolved.

Transfer to Accounts

The transfer to accounts process has been updated. It is now possible to transfer demand adjustments and to transfer demands that have been withdrawn. Both of these will create a ‘SC’ in Sage and be allocated to the original ‘SI’. You are also able to exclude items from being transferred if you do not want them to be transferred.

Demands
Only demands that are greater than £0 will be available to be transferred. If a demand is withdrawn and it hasn’t yet been transferred to Sage, then it will not be available. However, if the demand has been transferred and it is later withdrawn, the demand will again be available to be transferred, but this time it will create a ‘SC’ allocated to the ‘SI’.

Demand Adjustments
Only demand adjustments that are greater than £0 and where the associated demand has already been transferred will be available for transfer. These will create a ‘SC’ allocated to the ‘SI’.

Payments
Only payments that are greater than £0, not rejected and where the associated demand has already been transferred will be available for transfer. The batch must also be released to accounts and if it is a BACS batch the rejections must have been processed in order for the payments to be transferred.

Any refunds that are made will have to be manually entered into Sage. A lot of the time corrections will need to be made in Sage to handle any refunds and these corrections can only be made through Sage itself. Due to this, refunds are prevented from being available for the transfer process. We can provide a report to show you all the refunds in a date range, so these can be manually entered into Sage, or you can use the ‘Reports > Payments’ screen to find this information.
SubscriberCRM 2.3.3.0 (released 21/05/2013)

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Lookup File Maintenance Grid

It is now possible to export the Lookup File Maintenance grid to Microsoft Excel. This can be done by right clicking on the grid.

Contacts Screen - Available Subscriptions

It is now possible to export the Available Subscriptions grid on the Contacts screen to Microsoft Excel. This can be done by right clicking on the grid.

Available Subscriptions

The Political Levy field is now available to be displayed in the Available Subscriptions grid on the Contacts Screen and the New Contact Wizard.

Volunteers Screen

An error would occur in the Volunteers screen if the filter row was double-clicked on the Quick Search grid or the Work Carried Out grid. This has been resolved.

Gift Aid Refunds

Gift Aid refunds are now supported when submitting a Gift Aid claim. You will see a new field called ‘Adjustment’ which refers to the sum of all the negative (refund) payments.

Gift Aid Claims

There was sometimes a problem when submitting large Gift Aid claims. This has been resolved.

Transfer to Accounts

The ‘Is Rejected’ field is now visible in the payments section of the ‘Transfer to Accounts’ dialog.
SubscriberCRM 2.3.2.0 (released 13/05/2013)

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Volunteers - Work Carried Out

A field called 'Number In Party' has been added to the ‘Work Carried Out’ section of a Project Activity so that you are able to record the number of people who worked on the project, e.g. if it was a group activity and the names of the volunteers aren’t known.

Employment Details

The employment details dialog has been modified so that you are now able to see a bit more information about the employer. This can be done by clicking the down arrow in the employer field. Also the ability to navigate through a Contacts employment details has been added to this dialog.

Pay Source Details

The pay source details dialog has been modified so that you are now able to see a bit more information about the pay source. This can be done by clicking the down arrow in the pay source field.

Contact Campaign Contact Details

Within the Contact Campaign Contact Details dialog, the Outcome dropdown would not scroll if there were too many items. This has been resolved.

Email Screen

An error would be displayed if the Email screen was closed before the recipients list had been populated. This has been resolved.

Contact Reports

A Contacts primary pay source and primary employer details are now visible in the Reports > Contacts area. They can also be filtered on using the Contacts Primary Employer and Contacts Primary Pay Source report sections.

Contacts Quick Search

A Contacts primary pay source and primary employer details are now visible in the Contacts
quick search grid.

Gift Aid Sponsees

A Sponsee could only be deleted if Sponsors have been added to them. This has been resolved.

Branch Member Reports

There was a problem when trying to use the field Branch Members > Reason in the report selection criteria. This has been resolved.

Events Synchronisation

A payment will only be added if the holding booking is paid and the payment amount is more than £0.

Event Venues

Grid References and latitude and longitude have been added to an Event Venue.

Database Backups

The timeout of the database backups has been increased.

Gift Aid Claim Submission

The format of the Gift Aid Claim payload has been modified.

Enquiry

Scrollbars now appear on the Enquiry Notes and Response Notes fields in the Enquiry screen.

Emailing from Payments > Already Generated Demands

If an email was performed from the Payments > Already Generated Demands tab and ‘Use Standard Merging’ is not in use, an error would occur. This is resolved.
SubscriberCRM 2.3.1.0 (released 22/04/2013)

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Manage Duplicate Contacts

Historical Financial Transactions are now transferred when the details of one contact are copied to the other contact within the Manage Duplicate Contacts screen and the ‘Financials’ option is selected.

Sales Screen

The PO Number field has been increased to allow 200 characters.

Gift Aid Batches

An error may have intermittently appeared when opening large Gift Aid batches. This has been resolved.

ARUDD File

When importing an ARUDD file and the membership number is used as the BACS reference, the membership number wasn't being padded when matching the information in the file with the payments in the batch. This has been resolved.

HTML Control

If HTML is imported into the new email screen when setting up an email merge document and the user immediately clicks into and modifies a value in another field, the imported HTML will disappear. This has been resolved.

Emailing

If there was an error when sending an email and the email is left to automatically resend, it would attempt to resend to the whole list rather than just those who haven’t yet had the email sent to them. This has been resolved.
SubscriberCRM 2.3.0.0 (released 11/04/2013)

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Username Remembered

The username is remembered when the user logs in and it is automatically displayed on the login screen when the user next logs in.

Creating Invoices

When invoices are created from the Already Generated Demands screen, they are now generated in the order they are displayed in the grid.

Sales Document

Origin has been added to a sales document so that you are able to record where the sales has originated from.

Membership No

It is now possible to pad the membership number to a certain number of zeros if the 'Use Core Id' Membership Number Type is selected.

Payment Dialog

BACS batches were being displayed in the Payment dialog when they shouldn’t have been. This has been resolved.

Payment Batch

Gift Aid claim information is now displayed in the payment batch screen. A payment cannot be deleted from a batch if it has been included in a gift aid claim.

Gift Aid Information

Tax Payer Name on the Gift Aid tab in the Contacts screen, New Contact Wizard, Web Sync and Import Contacts Wizard has been replaced with Title, First Name and Surname.

Gift Aid

Changes have been made to the Gift Aid screen. It is now easier to find and distinguish between existing Gift Aid claims and un-claimed payments. Summary information about the Gift Aid claim or un-claimed payments is displayed.

Gift Aid claims can now be submitted electronically to Charities Online. You will need to sign up to Charities Online first in order to do this. Information such as the Sender Id and Password can be entered into Subscriber by going Edit -> Settings -> 3rd Party Integration -> Gift Aid.

Group by Columns

If a grid was grouped by a column, then sometimes the columns would be hidden when the grid is next loaded. This has been resolved.

Navigating Through Items

Navigating through the grids has now been changed so the last position is recorded and it also works when the grid is in a 'grouped by' state.

Payment Rejection Reasons

One of the 'Payment Rejection Reasons' has be changed from 'Amount Not Yet Due' to 'Amount Not Due'.

Diary Reminders

Occasionally when an item is selected to appear in the diary, the reminders wouldn’t always popup immediately as expected. This has been resolved.

Contact Campaign Appointments

Contact Campaign appointments can only be added through the Contact Details dialog if the user is specified as a user on the campaign and only if the campaign is open.

Sales Screen

The ‘Been Dispatched’ search criteria were not working. This has been resolved.

Contact Search Results

Title, Join Date, and Ethnicity are now available in the Contacts Search results grid.

Bank Details

If the Contacts process code is XX and then new details are entered, the Process Code will be set to 0N rather than 0M.

Payments Screen

User defined columns are now enabled on the Payments search screen.

Document Manager

If a folder is dragged and dropped into another folder within the Document Manager, it will now move the folder rather than copying it.

Check-Off

You can now group the columns in the Check-Off Payments grid.

Updated Installer

Subscriber now uses InstallShield as its installer.

Updated Controls

The Infragistic Controls have been updated to the latest version.

Adding Payments

When a payment is added on the Contacts screen, the search screen and the open batch are refreshed when the user returns to the Payment screen.

Reports Screen

When a filter in the reports screen is loaded and the user hasn’t already been onto the output tab, the ‘Sort By’ fields weren’t being loaded accordingly to the filter. This has been resolved.

Contact Reports

If you import a list of Contact Ids into the Contacts reports selection criteria and output a List or Label report an error would occur. This is resolved.

Contact Initials

If the initials of a contact are actually blank they would automatically get filled in when the contact is loaded. This has been resolved.

Manual Demand Creation

If a demand is created manually through the demands manager, the ‘Discount Until’ is now taken into account and Subscription Total modified if applicable.

Demand Generation

Any subscription discounts are expired at the beginning of the demand generation cycle rather than at the end.

Groups Security Screen

The transfer button is now disabled if the user is unable to Save or edit the group.

Membership Subscription Change

When a membership subscription is changed and ‘Change all outstanding demands to the new subscription’ is selected the allocation of the demand was not being changed. This has been resolved.

Contacts Screen - Gift Aid

On the Gift Aid tab in the Contacts screen, the Claim Date and Claim Id are now displayed.

Lapse Contacts

On the Lapse Contact tab in the Payments screen, the demand status was not appearing. That has been resolved.

Web Sync

An error may have occurred when accepting some modifications to an address in the web sync screen. This has been resolved.

Settings and Log File

The Subscriber settings file and the log file that Subscriber creates are now stored in the Users App Data directory, not the location from where Subscriber is run from.

eDirect.NET

eDirect is no longer used to send emails and the emailing is now done more directly from Subscriber.

Saving Sent Emails

If the emails are saved when a bulk email is performed and Microsoft Outlook is installed, the emails are saved as Microsoft Outlook files. If Microsoft Outlook is not installed, the files continue to be saved as HTML files as they are already. They are also saved in the document manager in a folder called 'Subscriber Emails'.

Initial Load

Subscriber now loads full screen.

Merge Documents

When a document path is selected and there isn’t a title, the title will be defaulted from the document path.

Merge documents can be categorised using the ‘Category’ field. Categories can be maintained within the Lookup File Maintenance area.

An ‘Email’ merge document can now be created and this can be used when an email is action from Subscriber.
SubscriberCRM 2.2.0.28 (released 21/11/2012)

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Check-Off

If a contact is in the same pay source multiple times in the same period, a single demand may appear multiple times in the Check-Off screen. This has been resolved.

Changing Contact Status

When the contact status is changed and the dialog appears, the contact status may get reset depending on previous settings. This has been resolved.

Adding Payments

If a demand was created on the contacts screen, and then a payment added immediately without the contact being saved, the payment was not being associated with the demand correctly. This has been resolved.

Event Statistics

There was an error when the ‘Event Statistics’ tab was clicked in the Events screen. This has been resolved.

Posting BACS Batch

When a BACS batch is posted, the contacts process code is now getting updated from ‘01’ to ’17’ where applicable.

Document Manager and Mail Merging

In very rare cases an error may occur when going into the document manager or when selecting a file when performing a mail merge. This has been resolved.
SubscriberCRM 2.2.0.27 (released 07/11/2012)

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Mail Merge Documents

The ‘Merge Document Selector’ and ‘Merge Settings’ dialogs now display the documents in order of the document title.

Payment Gateway Integration

The payment gateway has been extended so that payments can also be taken using Realex.

Check-Off Payments

When a payment is added to a batch through the Check-Off screen, the payment transaction date is set to the ‘Date Received’ which is specified on a batch. If the ‘Date Received’ has not been entered, it will be set to the current date.

Also only the demands where the issue date is between the ‘From’ and ‘To’ dates will be shown.

Event Synchronisation

There was an issue automatically adding a payment when importing a booking in the event synchronisation screen if the booking had been paid. This has been resolved.
SubscriberCRM 2.2.0.26 (released 31/10/2012)

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Contact Reports – Record a Communication

When you select to record a communication from Contact Reports, you are now also able to specify the User.

Popup Notes

The popup notes will only appear when you first open the contact and not when you save or reload the contact.

Security Permissions

There is now a new security permission to allow you to enabled or disable the 'Demands Manager' on the contacts screen.

Web Sync - New Contacts

The membership subscription is now displayed in the grid.

Groups Screen

Code, Sector and Group Association has been added to criteria on the Search tab.

Bank Details

Changes have been made to the bank details screen to allow for the AUDDIS rule change. To change or enter new bank details you must now click the 'Modify Account Details' button. If there are already bank account details, you will have the option to select how you were notified of the change. If you select ‘By the Contact’, the process code will be set to 0M whereas if you select by BACs, the process code will be set to 0N. Also in the 'Process ADDACS' process, if there is a reason code of 3, the process code will be set to 0N rather than 0M.

Contacts Screen – Payments and Demands

£0 event demands no longer appear as long as they don’t have any payments or demand adjustments associated with them.

Duplicate Event

When an event is duplicated, the end date is correctly set and the event code and event type is now copied onto the new event as well.

Check-Off

You are able to copy an 'Amount To Pay' and then paste the same value onto multiple cells. To do this you must first copy the value and then with the Shift key on the keyboard is held down, select the cells that you would like to modify. Then press control + V, and the value will be pasted to the selected cells.

As well as showing the number of payments associated with each demand, the sum of the payments is also shown.

When the ‘Refresh’ button is clicked in the Action menu, the ‘Payment Batch Information’ will be refreshed as well.

The performance of loading the demands in the Check-Off tab has also been improved.

Finalising Invoices

When an invoice is finalised, you are no longer able to modify either address. This is due to if a change is made to a country, it could affect the cost of the invoice. If a change to the address is required, you are able to re-open the invoice.

VAT on Events

A default VAT Rate can be specified on an event. When a booker is added they will automatically get this VAT rate applied (if VAT is applied for their specific country).

VAT Applicable Countries

You can specify whether VAT applies for particular countries. The VAT rate of a product, when added as an invoice line in the Sales screen will not be set if the VAT does not apply to the country of the invoice address. This also affects the bookers within the events screen, and when invoices are created from demand.

Postal Zones

Postal zones can now be entered and maintained within the ‘Lookup File Maintenance’ area, and a postal zone can be associated to a Country.

Gift Aid Claim

A gift aid claim can now be exported as a CSV file in accordance with the HMRC specifications. This can be done by selecting the specific gift aid claim and then clicking the 'Export Claim File' button.

Contacts Quick Search

If you click the clear button on the Quicksearch tab the 'Include Outstanding only' option is reset.

Gift Aid

The time in which gift aid can be claimed has been modified based on the latest rules from HMRC.

Demands, Batches and Payments

Changes have been made to all the payment areas including demands, batches and payments, to improve the performance, especially when loading and saving a batch.

When a payment is added to a batch, the payment date is default to the current date, rather than the batch start date. However, when payments are added using the Check-Off screen, the payment date will still get set the batch start date.

When you are viewing the payments within a batch, the name components, e.g. Title, First Name, and Surname, have been separated. Also if a payment has a related demand, the demand date and total amount is displayed.

When a ‘Donation’ or ‘Other Income’ payment is added to a batch, you will immediately be asked to select the other income or fund, rather than having to click the payment row to select it.

If changes are made to a batch and the user has the same batch open in the Check-Off tab, when the user returns to the Check-Off tab, the screen will automatically refresh. Likewise if payments are added to the Check-Off batch, and that same batch is open in the ‘Edit / View’ tab, the batch will be refreshed when the user returns to that tab.

You can now un-post standing order batches.

CPD Items

If there is not a ‘Date Added’ on an existing item, it will not now automatically set it to the current date.

Also a status field has been added and can be maintained within the ‘Lookup File Maintenance’.

Web Sync Modifications

In the web sync modifications screen, you may have found that although there aren't any changes pending after other changes have been accepted or rejected, they aren’t automatically removed from the screen. This has been resolved.

Payment Gateway Information

It is now possible to take debit/credit card payments directly from Subscriber using a payment gateway.
SubscriberCRM 2.2.0.25 (released 10/09/2012)

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Demand Adjustments

There was an issue when adding multiple demand adjustments and the demand status being incorrectly changed. This has been resolved.

Also a negative demand adjustment can now be entered.

Subscription Status Change Dialog

Modifications have been made to the Subscription Status Change dialog. You are able to specify the Subscription ‘End Date’ and also the Group ‘Date To’.

Batch Header Dialog

On the batch header dialog, it is now easier to select the ‘Pay Source’. In the pay source textbox, you are able to choose which field you would like to search, from either ‘Contact Id’, ‘Membership Number’ or the ‘Organisation Name’. Just type in the appropriate value and press the enter key and the Contact will be returned. If multiple contacts match the criteria entered, you will have option to select the desired contact.

You are still able to show the Contact Search dialog if this is preferred, by clicking the magnifying glass icon.
SubscriberCRM 2.2.0.24 (released 03/09/2012)

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Group Commission

The process to calculate group commission has slightly changed to only include those payments that have been released to accounts, not been rejected, and only payments for membership subscriptions.

Check-Off Payments

When displaying the contacts in the check-off screen, it will now show all contacts who were in the pay source at anytime in the period specified, rather than them just being in the pay source at the ‘From’ date.

Within the Subscriptions dropdown, only Subscriptions that ‘Still Exist’ are shown.

Also when a demand is written off, it will now only be automatically removed from the grid if applicable, e.g. if there is nothing left to pay.

Subscription Expiration Dates

When an Expiration Date is set on a subscription, the subscription will now remain active on that day but then be lapsed at the end of the day.

Mail Merge Data Source

The Membership Subscription is no longer included in the mail merge data source when the ‘All Other Current Subscriptions’ option is selected.

Event Credit Notes

When a credit note is created from the Events screen and a refund payment is added, the 'Sub Event Costs Include VAT' option and any delegate discounts are taken into account when calculating the refund amount.

Group Type

The Group Type is shown in the Groups tabs on the Contacts screen.

Delete Multiple Demands

It is now possible to delete multiple demands at the same time in the Demands Manager dialog.

Adding Contact to Group

Only open Groups are shown when a Contact is added to a Group.

Change Contacts Membership Subscription

You can now change a contacts membership subscription. This can be done by double-clicking on the new membership subscription and if the Contact already has a current membership subscription, a dialog will appear asking you various questions, e.g. what dates you would like the new subscription to have, and what you would like to do with the existing demands.

Changing Contact Status

When the Contacts status is changed from ‘Current’ and the dialog appears, the options are automatically loaded from the previously selected values.

Emailing – Mail Returned

The mail returned dialog is not now shown when email is produced.

Salutation Added to Mail Sort

The salutation has been added to the mail sort files that are produced.

Subscription Expiration Date

When a contacts membership status is changed to current, a dialog will appear and you are able to set the expiration date. If the ‘Expiration Date’ of the membership subscription is set but it isn’t selected to be changed, the user will be prompted to make sure this is ok.

Creating BACS Batches

When BACS batches are created, you can now choose to include only demands for Contacts who have a 'Current' membership status.
SubscriberCRM 2.2.0.23 (released 11/07/2012)

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Group Commission Screen

You are now able to export the grids on the Group Commission screen to Microsoft Excel.

Disbursements Screen

You are now able to export the grids on the Disbursements screen to Microsoft Excel.

Contact Reports

There was a problem when exporting from the Contact Reports screen when using the ‘IN’ or ‘NOT IN’ comparison. This has been resolved.

Payment Batches

The ‘Finalise for Posting’ option has been removed from the batch and a new option called ‘Release to Accounts’ has been added.

The ‘Release to Accounts’ option is useful for users who would like to post batches but do not want to transfer the batch to their accounting package straight away. Releasing a batch to accounts will make it available to be transferred to the accounting package.

A non-BACS batch can be released to accounts once it has been posted, but a BACS batch can only be released to accounts once it has been posted and had all the rejections processed.

If you would like a batch to be available to be transferred to accounts as soon as the batch is posted, then this option can be selected. If you go to Edit -> Settings -> Organisation Details, you will see an option called ‘Automatically Release Batches to Accounts’. By default this is checked. If this is checked, a non-BACS batch will automatically be released to accounts when it is posted. A BACS batch will automatically be released to accounts once all the rejections have been processed.

This is only applicable if you transfer information to your accounting package from Subscriber.

Contacts Screen Standard Reports

There was an issue where the standard reports list view on the Contacts screen would get cleared automatically at certain times. This has been resolved.

Batches Search Tab

The payment batch search tab has been slightly modified to make it more consistent with other search tabs in Subscriber and easier to use.

Lapsing Contacts

When a contact is lapsed and the demands are selected to be withdrawn, all unpaid subscription demands will be withdrawn even if the subscription is not current. Previously, only demands were being withdrawn for current subscriptions.

Adding Multiple Contacts to a Campaign

When multiple contacts are added to a contact campaign at the same time through the Contacts Reports screen, their status is now being set as ‘Active’ automatically.

Change Subscriptions from Check-Off

Contacts membership subscriptions can be changed from the Check-Off tab. Subscriber will suggest the new subscription based on the 'Amount to Pay' column. If the suggestion is not what you expected, you can manually override it.

You are able to select the status that you would like to set the existing membership subscription to. The ‘Start Date’ of the new Subscription can also be specified.

Any unpaid demands that were for the old subscription which are after the ‘Start Date’ will be changed to reflect the new subscription.

Document Manager Default Folders

Default folders can now be deleted from the Document Manager tab in the Settings.

Contact Campaign Appointments

There was an issue when a Contact Campaign Appointment was opened from the Contacts screen and a Loan was added or changed and nothing else on the appointment was modified, the loan would not get saved when the Contact was saved. This has been resolved.

Reset Grid to Default Layout

On the grids that you are able to customise, you are now able to reset them to their default layout. To do this, open the Column Chooser dialog and then click the 'Reset to Default' button.
SubscriberCRM 2.2.0.22 (released 04/07/2012)

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Payment Batch Search Dates

The default values in the ‘Opened’ between dates on the ‘Select and Create’ tab on the Payments Screen have now changed. The ‘From’ date will be 1 year previous and the ‘To’ date would be 1 month ahead.

Standard Reports

There is now a Standard Reports tab on the Contacts screen.

Globally Change Privacy Options

The privacy options, ‘Do Not Mail’, ‘Do Not Email’, ‘Do Not Call’, ‘Do Not Text’, ‘Do Not Share Data’ have been added to the Global Changes area within Contacts Reports.

Creating Invoices for Subscription Demands

You can now create an invoice for multiple demands. This can be done through the Already Generated Demands screen. You will now see two new options on the Action menu; ‘Create Invoices (Per Demand)’, and ‘Create Invoices (Per Contact)’. The option ‘Create Invoices (Per Demand)’ will create one invoice per demand. The ‘Create Invoices (Per Contact)’ option will group the demands by the contact, and creates one invoice that includes all the demands for that contact. Only subscription demands will be included on the invoice.

Please note that this change may cause a problem when printing the invoice. If this is the case it will be a quick and easy fix so please let us know and we will be happy to make the relevant changes to it to rectify the print out.

Modifying Contact Details

The Salutation, Initials, and Address Label are automatically modified if either the Title, First Name or Surname is changed.

Contacts Salutation

You are now able to specify the format of the Contacts salutation; you can set it to be either Formal or Informal. Formal is the default setting and will work as it does now e.g. Dear Mr Smith. If the Informal option is used the salutation will be derived from just the Contacts first name, e.g. Dear John. This can be set in Edit -> Settings -> Organisation Details.

Contacts Initials

The Contacts Initials will automatically be populated based on the Contacts First Name.

Adding Contacts to Contact Campaigns

There was an issue when adding multiple Contacts to a Contact Campaign in the Contact Reports screen when using the ‘IN’ or ‘NOT IN’ comparison. This has been resolved.

Payment Mail Merge Data

When mail merges are performed that contain Payment information, key information about the Demand which is associated to the payment is now also included within the data source.

Merge Settings

The ‘Reports – Payments’ merge area is now available in the Merge Settings dialog.
SubscriberCRM 2.2.0.21 (released 23/06/2012)

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Reports

There is now a Reports Section called 'Contacts Main Group'. There are some fields in here which will make it much quicker and easier for you to filter on the contacts main group.

Other Income

An ‘Other Income’ payment can now be added from the Contacts screen. This can be done by right clicking on the Contacts screen, and then selecting ‘Add Other Income’.

File Format Definitions

Reading in amounts from a file has slightly changed to handle amounts that aren’t to 2 decimal places.

Check-Off Payments

The contacts employee number has been added to the Check-Off payments screen.

Group Associations

When a group association is entered, it checks to see if that group association is entered on another group. If it is you will be asked if you would like it to be removed from the other groups. You are also able reassign group members based on the change of group association. This can be done by clicking the ‘Reassign Group Members’ button on the Associated Postcodes tab.

BACS Batch

The demand issue date is now visible when viewing a BACS batch.

Adding Group Members

When a new group member is added the status will now always be set to 'active' automatically. The ‘Office Held’ is now only remembered when new group members are added rather than when a group member is modified.

Transfer Group Members

It is now possible to transfer the members of one group to another group giving you the ability to select certain office members to transfer.

Payments in Batches

In some cases when a payment is modified in a batch and the batch gets posted without being saved first, the payment may not get updated correctly. This has been resolved.

Employment Details

When new employment details are entered, certain values are 'remembered'. You can then click the 'Add as Previous' button and the new employment details will be populated with the last entered information.

Already Generated Demands

The ‘Already Generated Demands’ grid is no longer automatically populated when you go onto the ‘Financial Reporting’ tab. This is to make the process of going to that tab, specifying the relevant dates that you would like to use and then selecting the demands a quicker process.

Also the Contacts joining date is now included within the grid.

Import Contacts Wizard

Bank details are now included within the Import Contacts Wizard.

Contact Campaigns

You are now able to move contacts from one campaign to another campaign. This can be done on the Contact Management -> Show All Contacts in Campaigns tab. Select the contacts that you would like to move, click the ‘Action’ button and then select ‘Move Selected Contacts to Different Campaign’.

Manage Duplicate Contacts

When the contact campaigns are processed, if a contact is already in a contact campaign they will now not get added again.

Contact Campaigns on Contacts Screen

You can double-click on a contact campaign on the contacts screen to open up the contact information.

Contact Campaigns

Adding multiple contacts to a campaign through the Contact Reports screen been improved.

Reports

When number fields are used in the selection criteria, there are now 2 new Comparison options; 'In' and 'Not In'. This allows you to enter a value like ‘1,2,3,4,5’. This is used when you import contact ids from a CSV file.

Contact Campaigns Security

There is now a security setting to determine if users are able to export information in the grids to Microsoft Excel from the contact campaigns screen.

Contact Campaigns Schedule

The visitors and callers can now be selected independently within the schedule.

Contact Campaigns

It is now possible to modify the contact status and outcome for multiple contacts as well as the flag and tag. This can be done by going to Action -> Set Contact Info.

Replicate Address

You can now replicate an address. This will copy the Phone, Evening Phone, Mobile, Fax, Email, WWW, and the address purposes from the selected address. An end date will also be entered onto the selected address. This can be done by clicking the ‘Replicate’ button which can be found just below the address on the contacts screen.

Contact Campaigns Appointment

When a contact campaign appointment is added, the Contacts details are refreshed, so the latest address information is used.

Manage Duplicate Contacts

This has been modified slightly so that any leading or trailing spaces and the case of the text is not taken into account when duplicate records are found.

Population of Address ‘Additional Info’

On the General Operations tab in the settings, the Address ‘Additional Info’ has been extended to include all the new additional info fields e.g. Constituency, Ward and Electoral Region etc. Please note that this is only available when using AFD.

TAPI Integration

When a call is made using the TAPI integration, any numbers that are after text are automatically removed, as well as any hyphens, e.g. if ‘01375-489820 Ext. 12’ is shown in the field, the number ‘01375489820’ would actually get called.

Contact Campaign Filtering

If you filter the ‘Flag’ column in the contact campaigns screen, it will now show those where the flag is not set (only when the appropriate filter is set).

Contact Campaign Settings

Some of the number fields in the settings area of the contact campaigns were cutting off the last couple of digits of the number. This has been resolved.

Document Manager

If a file is renamed in the document manager, but the name is actually set to the original name then it wouldn’t let you come out of the field. This has been resolved.

Branch Members Reports

Branch code and Parent Branch code have been added to both the output and to the selection fields within the Branch Members reports.
SubscriberCRM 2.2.0.20 (released 17/05/2012)

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Holding Tables

Fields have been added to the holding tables in accordance with some of the new fields that have been added to the main part of Subscriber.

Volume AUDDIS File

The creation of the Volume AUDDIS file has changed so that it now contains all active bank details, rather than just those for current Contacts.

AUDDIS File

You can specify which fields and the order of the fields that you would like to export in the AUDDIS file. Also the Membership Number can now be included in the AUDDIS file.

Automatic Group Allocation

A contact can be automatically allocated to a group based on either the postcode, constituency or ward of the contacts mailing address.

Deleting Enquiries

When an enquiry was deleted an error was displayed. This has now been resolved.
SubscriberCRM 2.2.0.19 (released 07/05/2012)

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Mail Merge and Email from Reports -> Payments

It is now possible to mail merge and email directly from the Reports -> Payments screen.

Default Document Manager Folders

You can now setup default folders that appear in the document manager. This can be done by going to Edit -> Settings -> Document Manager. Only those specified as an Administrator can maintain these folders.

Merge Document Communications

When setting up the default communication in the merge settings area, the date, user and date added are now disabled as these get set automatically when the communication is created. Also the Subject and Notes of the communication are derived from the merge document title and description respectively, although these can be overridden if required.

Ethnicity on Contact Campaign Details Dialog

There was an issue where the ethnicity was not being loaded correctly onto the Contact Campaign Details dialog. This has been resolved.
SubscriberCRM 2.2.0.18 (released 01/05/2012)

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Last Searched Contact

The contact that was last searched for and selected is now ‘remembered’ from both the quick search tab in the Contacts screen and the Contact Search dialog. This contact is then initially shown on the Contact Search dialog is displayed.

Disbursements

Disbursements can now be entered with negative amounts. An account code has been added to the disbursements, which can be maintained in the ‘Accounting Codes – Account Codes’ list within the lookup file maintenance section. The default account code can be set on the Disbursement Type.

Mail Returned Indicator

If an address has a mail returned date set, then a small image will appear on the address to indicate this. This will only show for active addresses, e.g. those without an end date.

Group Membership Additions

The user who added the group membership is now recorded, as well as the date and user when it was last updated. These fields are also available in the reports area.
SubscriberCRM 2.2.0.17 (released 26/04/2012)

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Disbursements

The disbursements that relate to the particular Contact now appear on the Contacts screen. The visibility of this tab can be controlled in the security.

You can also specify particular analysis codes on a disbursement item. The analysis codes can be set on a disbursement type, which the disbursement item will use as a default.

End all Active Group Members When Close Group

When a group is closed, e.g. the end date is entered; you will be asked if you would like to set all the ‘Active’ group members to ‘Inactive’. If you choose to do this, the status will be changed to ‘Inactive’ and the ‘Date To’ will be entered.

Merge Document User Access

You can specify which users or roles are able to use particular merge documents.

Extended User Details

Title, Position, Department and Signature File, have been added to the details of Subscriber user. This information is also exported in the merge output data and so can be used when performing mail merges, e.g. if you would like to specify your name in the document or even end the document with your signature. This is only available in the new mail merging facility.

AFD Postcode Plus Integration

There was an issue where the use of AFD Postcode Plus would cause Subscriber crash. This has been resolved. This does require an updated version of the ‘afddata.dll’ which we are able to supply.

Lapsing Contacts

When you lapsed a contact you can now specify the date you would like to end the employment details and pay source details. Also you can now set the contact status in certain situations.

Date Added on Branch Member

A date added field has been added to a branch member, which records the date that that branch member was actually entered into Subscriber. It has automatically been filled with the same information that is in the ‘Date From’ field. This field is also available in the reports screen.

Analysis Codes on Payments

You can now specify an analysis code on a payment, which helps you to further group your payments giving your more flexibility for analysis. This field is also available in the reports screen.

Default Communication When Merging

When a mail merge was performed and a communication was recorded based on a default communication, the date was being incorrectly set. This has been resolved.

Payment Batches

A payment batch can now be finalised for posting. This doesn’t have to be used, but can be useful, where different departments in your organisation are involved in the same batch. For example, the finance department may create the batch; the membership department add the appropriate payments; once the payments have been added, the batch is finalised for posting; the finance department can confirm the batch and post it.

Some slight changes have also been made to the batch screen to give you more information about the batch.

Bank Name

The bank name has been added to the bank detail information for a contact.
SubscriberCRM 2.2.0.16 (released 06/04/2012)

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Contact Types

Fixed issue where a contact type could not be added.

Group Members Dialog

When the group members dialog is opened from the contacts screen, the contact information is not displayed on the dialog.

Merge Contact

If you merge to an existing contact in the New Contacts Wizard, only current subscriptions will be lapsed. Previously, all subscriptions regardless of their status would get the status changed to ‘lapsed’.

Groups Screen

On the search tab, you can now right click on the grid to export the grid to excel.

Crystal Reports Results

Fixed issue where sometimes not all of the results were appearing in crystal reports when outputting selection criteria from the reports screen. This would only occur for certain contacts when certain selection criteria were used.

Manage Duplicate Contacts

You can now export the duplicate contacts grid to excel.

Lapsing Contacts

When a contact is lapsed and the groups are selected to be lapsed, the end date will now be entered.

Additional Address Fields

Ward and Electoral Region have been added to an address. These will automatically be populated when an address lookup is performed. These fields have also been included in the reports and mail merge output. Other address fields have also been added to the reports area.

Adding Groups to Contacts

In the New Contact Wizard, only open groups (e.g. those that do not have an end date) will be available to add to the contact. Similarly, only open groups will be available in the group suggestions dialog.

Started Date in CPD items.

Started Date has been added to the CPD items.

Posting Payment Batch

When posting a payment batch and the expected amount does not equal the total amount of the payments within the batch, then a dialog is shown allowing the user to enter an adjustment amount.

BACS Batch Rejections

On a BACS batch you can now record that the rejections have been processed.

Contact Campaigns

‘Show in Schedule’ has been added to the contact campaigns. This now determines whether or not the contact campaign should be displayed within the schedule tab rather than it only showing open campaigns.

Also the evening telephone number and mobile number have been added to the contact grids on the Contact Management and My Lists tabs.

Groups and Associated Postcodes

You can now associated postcodes to a group. When the postcode on an address is modified and associated postcodes have been entered, the user will be prompted to add the contact to the appropriate group.
SubscriberCRM 2.2.0.15 (released 16/03/2012)

There are no details for this release.

SubscriberCRM 2.2.0.14 (released 07/02/2012)

There are no details for this release.

SubscriberCRM 2.2.0.13 (released 23/01/2012)

There are no details for this release.