Release Notes

Chmeetings 2024.11 – June 27, 2024

 

     IMPROVEMENTS

 

Appointments

Admins and Members can now add a note when booking an appointment. 

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Events

When scheduling events, you can now do so based on 5-minute or 10-minute intervals. Previously, this worked based on 15-minute intervals.

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Event Payments (part of 2024.11, will release the latest on July 2nd)

Your event payments are now displayed as two separate lists: 

  • Events List, which displays overview payment information per event.
  • Payments List, which displays individual payments.

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Builder and Forms

Card edits are now automatically saved as long as all required fields are populated. If you have any required field left to fill out then other card edits will not be saved until you fill all required fields. This applies to both the Member Portal Builder and the Form editor.

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Import Giving

In the Import Giving tool, you can now choose whether you want to run the import based on a single name column or on multiple name columns. This means that you will no longer need to process names manually and can run the import based on what your source data file looks like (whether it contains people’s names in one or multiple columns).

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Chmeetings 2024.10 – June 12, 2024

 

     IMPROVEMENTS

 

Accounts & Security

  • Mandatory Two Factor Authentication (2FA) for all users except members: If you enable this option, anyone with access to the backend of ChMeetings (Owner, Admins, anyone with custom user roles) must enable 2FA. Those assigned to the Member user role are excepted from the mandate, so 2FA remains optional. This option is available under Settings > Account Settings > Security Settings.
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  • Enable or Disable Accounting: If you are not using the Accounting module, you can disable it from under Settings > Account Settings > Available Features.
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  • reCaptcha: The member registration page, the online giving page, and all forms are now protected using ReCaptcha 3. This adds a small icon at the bottom of the page, while using AI, to ensure that the user is not a bot. If there are doubts, reCaptcha will ask the user to confirm that they are a humen. For example, reCaptcha may ask to select images containing specific objects (cars, traffic lights, bridges, etc.).
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People

  • Search based on giving: We added a Giving section to the Advanced Search feature, which lets you search using filters for envelopes, giver type (giver or non-giver), and giving dates and amounts.
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Forms

  • Allow form access based on WiFi Network Name (SSID): In the settings of your forms, you can now enter the name of a preferred WiFi Network (Its SSID). When there is an SSID specified, people can only access the form if they are located in the range of the WiFi network and are connected to it. Please note that the field is case-sensitive.
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    This feature works exclusively on the ChMeetings mobile app (standard or branded) and users must install the latest app version (launched June 10, 2024 or later). The feature does not work on desktop devices.
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Integrations

  • Bulk SMS Nigeria: Nigerian churches can now connect to Bulk SMS Nigeria, to send SMS using their services. The new provider can be found listed under Settings > Integrations > Bulk Text Service.
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Follow-Ups

  • Annual Follow-Ups: When setting up recurring follow-ups, you can now also select Yearly, to configure annual follow-ups.
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Diocese

  • Church Timezone: Dioceses who have churches in different countries may need to send communications at the right time. This is why we have enabled a timezone selector for every church in the diocese. You can manage the field when adding or editing a church under Settings > Churches.
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Mobile App

  • Performance Improvements: We have improved the overall performance of the mobile app. Please install the latest version to get the updates.

 

 

Chmeetings 2024.9 – May 30, 2024

 

     IMPROVEMENTS

 

Accounting

We added a Payee filter in the Detailed Category Transaction and Detailed Fund Transaction Reports.

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Forms

There is a new option to Print the form submission from the submission details page.

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People & Contributions

You can see the Envelope Number in the profile details and edit it if you have permission to access Envelopes.

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API

We have added the Envelope Number to the API to use it when adding new contributions. We have also added a new API feature to get people without envelopes. It retrieves the member name if the envelope matches a member and the user can access Envelopes.

 

Chmeetings 2024.8 – May 23, 2024

 

     IMPROVEMENTS

 

Builder

  1. New Card: Google Map: This card lets you display any location on a Google Map – e.g. an event location or your church location.
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  2. New Card: Blog Card: This card lets display a list of blog posts, allowing you to choose whether to display posts from all categories or a specific one.
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  3. Add New Article From Card: When you add the Article Card to the Builder, you can now choose from existing blog articles or add a new one.
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  4. .YouTube Playlists: The Video Card lets you add YouTube Playlists and choose whether to display the videos horizontally, vertically, or in playlist format.
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  5. Search Forms By Ministry In the Form Card: Previously, this card showed unsorted forms at the account level. Now, the Form Card also displays Ministry-level forms, lists them by Ministry, and lets you search them.
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Accounting

  1. New Report: Detailed Payee Transaction. This report displays the list of transactions per Payee.
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  2. Payee Column in the Detailed Category Transaction and Detailed Fund Transaction Reports.
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  3. Clickable Report Sections
    1. In the Income Statement, clicking on a category will open the “Detailed Category Transaction” report with the respective category selected by default and the dates cleared.
    2. In the Balance Sheet, clicking on an account will open the transactions page corresponding to the respective account.
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  4. Report exports now use number formatting everywhere.

 

Events & Event Reports

  1. Select the email sender for Service Plan emails: You can now select whether to send Service Plans via email using the main church email or your personal account email address.
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  2. Filter the Attendance Report by Event: You can now choose a specific event for which to display the Attendance Report.
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Appointments

Members can now schedule appointments for themselves, but also for their family members. 

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Tools

Merge People Improvements: When looking for duplicates, you can now search by name, email, or mobile phone. You can also refresh the duplicates list by clicking a dedicated icon. 

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Chmeetings 2024.7 – April 30, 2024

 

     MAJOR FEATURE

 

Two-Factor Authentication

Two-Factor Authentication (also known as 2FA) is an additional layer of security, on top of your password. When logging into your ChMeetings account, you can add an extra step that requires you to enter a code you receive via email or using an authentication app, such as Google Authenticator. When 2FA is active, it greatly reduces the risk of unauthorized access, even if your password is compromised. 

You can find 2FA by going to your profile and clicking Tw-Factor Authentication.

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     IMPROVEMENTS

 

Accounting Improvements

  1. Transfer funds between accounts, by adding a Transfer type transaction.
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  2. Generate more accounting reports: We added category and fund overview and detail reports; as well as a Payee report.

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  3. Export Reports to Excel: All reports can now be exported to Excel files.

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  4. Additional Dashboard Charts for Income and Expense Breakdown: You can easily visualise your expenses, according to your set categories. Each chart lets you filter by This Month or This Year and export it as a .pdf file. These charts are available in your main Accounting dashboard, under Accounts and Funds.
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Connect With Giving Platforms Via Zapier

You can now connect ChMeetings with your preferred giving platforms (e.g. Zeffy), to automatically send giving transactions to ChMeetings. 

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Include Non-Tax-Deductible Funds in Contribution Statements

If you need to include these funds in your Contribution Statements, you can do so now, just by checking a checkbox.

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Easier Bulk Actions In The Mobile App

When working with People lists in the mobile app, you can now click a selection icon that lets you select all people or click individual profile pictures to select only certain people. 

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Tigrinya Language (Eritrea)

You can now use ChMeetings in the Tigrinya Language (Eritrea). Switch for everyone from Settings > Account Settings > Default Language, or switch languages for your account from Settings > Change Language.

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Chmeetings 2024.6 – April 3, 2024

For the past month, we have been working on some major features that you have been waiting for. Thank you all for your feedback and patience! We are still working on creating users guides for you, and we hope to complete them by the end of April 4th EST. We look forward to learning more from you, as you interact with these new features. Here is what’s going live today, April 3rd: 

 

     MAJOR FEATURE

 

Accounting

Get started tracking your finances with ChMeetings, where you can add your Accounts and Transactions, as well as Funds, Categories, and Payees. You can also create budgets and generate financial reports. 

You can find the feature documentation in our Accounting help section. You can already find the Accounting Setup and Account Management guides. The remaining guides are coming soon. 

We welcome your questions and feedback, which will help us improve both the feature itself and the help guides we create to make it easier for you to use. Contact us here.

Here is a short walkthrough of the Accounting module: 

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     MINOR FEATURES

 

New Automated Tasks

In this release, we are adding to the list of available automated tasks, and also making improvements to the interface. 

The new automation workflows allow you to create tasks that trigger when someone new joins your church or when someone attends an event for the first time (or after having been absent for 12 months or more.). You can send communications (email, texts, notifications), add people to a group or ministry, or create a follow-up. 

If you’re already familiar with Automated Tasks, we hope you will find the new ones very easy to set up. If you are new and need help, feel free to contact us here or check our Automated Tasks guide by the end of tomorrow, when we should have finished updating with the new workflows.

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     IMPROVEMENTS

 

Merge Fields in the Email Subject

You can now insert merge fields into the subject of an email message and the relevant information will be parsed.

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Search Events by Name

In the Events screen, there is now a Search by Name filter, which you can use to enter the name of an event and find it in a long list. 

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Browse Events By Visibility When Adding To A Builder Events Card

When you add an Event Card to your page, using the Builder, you can now browse events by visibility to Members, Public, or Users.

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New Member Permissions for the Calendar and Event Registration

There may be some churches in our community that do not require the Calendar and My Registrations sections in the Member Portal. We have added permissions under the Member Role, which can be used to disable these sections for members. 

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Improved Behavior For The Option To Apply The Same Address To All Family Members

When you connect people in ChMeetings as family members, some of them may share a common address, but others might not; even if you manage their records as part of the same family. So, starting with this release, if you uncheck “Apply The Same Address To All Family Members” on a specific person’s profile, then you can add a separate address for them. Everyone who has this field checked on their profile will share the same address. We’re working on improving this further, to facilitate managing such situations in a more user-friendly manner. 

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Chmeetings 2024.5 – February 29, 2024

     IMPROVEMENTS

 

Events

  1. We added the option to configure recurring monthly events to repeat on any date in the month. Previously, it was only possible to repeat the event every specific weekday.
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  2. You can now choose Transfer when you organize paid events and enable the Pay Later option, so people can register without paying online. This is to cover cases when people prefer to pay by bank transfer.
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  3. The Android/iOS mobile check-in page now lets you set up printing when name tag printing is enabled. You can select the printer, the label size, and the layout.
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Service Planning

  1. We added the option to edit Service Plan Template Names and to delete Templates.
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  2. You can now share Service Plans by Email, on Facebook or Twitter/X, or as a link.
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Builder (Branded app)

We added the possibility to show or hide the blog and the option to give for both members and guests. This feature is available exclusively for branded app users, in Member Portal > Builder > Menu Setup

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Chmeetings 2024.4 – February 12, 2024

     ANNOUNCEMENTS

 

  1. Moving forward, we will be structuring the Release Notes as follows:
    • Major feature: Designates all released major features within ChMeetings. Major features are either standalone platform modules or primary functions within a module. For example, both Events and Volunteer Scheduling, under Events, are major features.
    • Minor Feature: Designates all released features that fall under a major feature. These could be any specific new function that we add to an already existing major feature.
    • Improvement: Designates all other updates we make to ChMeetings, including design changes, information architecture updates, user experience enhancements, or potentially, very small features that may be less important than minor features. To distinguish a minor feature from an improvement we consider the place the update occupies within the product structure.
  2. In the future, we may release some features partially, only to some of our customers who are potentially interested in trying out the new feature and provide feedback. We will be marking these as a “Partial Rollout” in the release notes.
  3. Some new features are currently available to specific plans. While we still need to work on clarifying this aspect in our documentation, we will include a “Plan Availability” section in the release notes.
  4. The full rollout date for the Appointments feature has been pushed to February 19, 2024.

 

     IMPROVEMENTS

 

File Attachments

We have increased the maximum file size for attachments in People Profile Fields and Forms, from 5MB to 10MB.

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Forms

When building a form, you can choose the minimum and maximum number of selections in the checkbox field.

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Builder

  • Video Cards support Facebook Video.
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  • Audio Cards support files from audio.com.
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Reports

We added the families and households count to the Geographical Distribution Report.

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Chmeetings 2024.3 – February 1st, 2024

     MAJOR FEATURE

 

Service Planning (Partial Release. Full rollout expected on February 19, 2024)
Available with these plans: Small, Medium, Large, Unlimited, Diocese.

Start planning your events in detail with Service Plans. Add songs, scripture, notes, or other items and organize them into sections that help your events flow smoothly. General, song, and scripture items also let you attach files so you can retrieve everything fast and easily when you need it. Moreover, you can save and reuse templates for even faster planning.

You can find Service Plans under Events > Plan if you are subscribed to a Small or higher plan.

Please read our Service Planning help guide for more information.

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     IMPROVEMENTS

 

Builder (All Users)

The improvements below are available within the Builder for everyone:

  • We have added a new landing page that lets you see a preview of the current design and easily get the church link or download a QR code for this link. You can also easily access the portal customization area from here.
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  • While customizing your portal, the Builder now opens in full screen to leverage all available space and give you a better design experience.
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  • When editing cards, the editing options will slide from the right side of the screen, again to give you more space to work with.
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Builder (Branded App)

The improvements below are available within the Builder for Branded App users only:

  • Choose a menu icon for pages: You can choose from a variety of icons and apply to your builder pages. These icons will display along with the page title within the ChMeetings Main Menu in the Member View.
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  • Manage the Main Menu that members see when accessing ChMeetings. You can rename and reorder menu items, along with changing the item’s icon. Additionally, you can choose whether pages are visible to Members, Guests, or both. System menu items cannot be hidden. Visibility also depends on your Member Role configuration.
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New Forms Experience

The Form editor now uses your full screen. When editing a field, the editing options slide from the right side of the screen to give you more space. 

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Permission for Group Leaders to Delete Their Own Events

You can now allow Group Leaders to delete the events they created themselves. The permission is available under Users & Roles > Roles & Permissions > Group Leader > Events.

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 Redesigned Online Giving Page

We redesigned the online giving page so it’s easier for people to contribute to your church online. The page is much simpler to use because people can just type the amount, select a fund, choose if they want to contribute recurringly, and then proceed to enter their payment details. 

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Chmeetings 2024.2 – January 24, 2024

     IMPROVEMENTS

 

Geographical Distribution Report

You can now filter the Geographical Distribution Report by both City and Zip Code. 

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View Photos of Group Members in the Member View

If a group is accessible to members and you choose to make the list of group members visible, then their photos are now also available along with their names.

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Chmeetings 2024.1 – January 17, 2024

     MAJOR FEATURES

 

Appointments (Partial Release. Full Rollout Expected on February 19, 2024)
Available with these plans: Medium, Large, Unlimited, Diocese.

This feature lets people book appointments with church servants such as priests or anyone else who is available. You can configure appointment types and set up session timeslots that people can book. Admins can create bookings on behalf of members, while members can book from within their ChMeetings accounts. Guests can also book appointments using a public web link that your church can share anywhere online. 

Visit our Appointments help center to learn more and get started using this feature.. 

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     MINOR FEATURES

 

Recurring VolunteerSchedule
Available with these plans: Small, Medium, Large, Unlimited

From under the Volunteer schedule, you can now set the recurrence of someone’s participation. When assigning a volunteer, you can choose the exact dates when the same person participates and covers a specific role within the event. 

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     IMPROVEMENTS

 

Contributions
Available with all plans

When viewing all contributions as charts and using the Givers vs. Non-Givers chart, you can now filter it by individuals, by families, and by families excluding children.

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Explore Releases in Previous Years