Release Notes 2021

Chmeetings 2021.33 – December 20, 2021

IMPROVEMENTS

Export from the mobile app

You can now run exports in the mobile app, just as you would in the web app. The feature is available on both Android and iOS.

Guest/Member View Card Display Configuration

When adding cards to your Guest/Member View, it is now possible to select where they should be displayed: on your Guest View, Member View, or on both.

Family View in the Online Member Directory

When viewing the Online Member Directory, Members can now switch to a “Families” View, where people will be grouped by family.

Directory settings for members

There are more options for members to configure in regards to the Online Member Directory. Besides the existing toggle that lets them hide themselves from the Directory, it is now possible to choose to be shown, but to hide specific fields. These options are available under My Profile > Directory Settings.

Export options for all charts within the app

All charts within the app are now available to export. When a report includes charts, for example, you will be able to export each of them separately from the report itself.

Customization for shared calendars

When embedding your Main Calendar or when sharing your Upcoming Events Calendar, you can now select their main color. For the latter calendar, you can also choose whether or not to show the calendar title or to add your logo.

Chmeetings 2021.32 – December 2, 2021

IMPROVEMENTS

Guest / Member View

The Guest View is now also available for members. Therefore, when configuring the Guest / Member View, the Member Home Page Dashboard will be replaced with the cards you configure. While you set up your view, the builder will show you both the Guest and the Member view..

Guest Booking Cancellation

Guests who register for events can now cancel their booking via the confirmation email they receive at the time of registration.

Personalized push notifications

You can now send push notifications, using merge fields that include all the fields available in people’s profile – both default and custom. Their personal information will be automatically retrieved when you send out the notification.

Include Group Leaders in Group Communications

When communicating with Groups, there is now a quick option to include the Group Leader. This is very useful, especially when you don’t know who exactly the leader is, but you have information that needs to reach them.

Weekly options for Attendance and People Rate reports

The statistical reports on Attendance Rate and New People Rate now have a Weekly filter. You can now generate these reports on a weekly, monthly or yearly basis.

Chmeetings 2021.31 – November 17, 2021

NEW

Guest View

You can now customize your main church URL to add information about your events or forms, You can also add custom links, your donation link or your social media. This is great to provide your congregation with information before they even log in. You can also use this as a means to communicate to non-members.

The donation link will display your custom donation link, if you have set it in Member access, or the default online giving link, if you have configured it through ChMeetings.

This feature is only available for paid accounts.

Refer a friend

You can now refer a friend to ChMeetings and if they sign up for a paid plan, you will both get 15% off. You can refer to as many churches as you like and you can receive your plan for free, starting with the 7th referral. Find out more here.

IMPROVEMENTS

Additional permissions for Group Leaders

Group Leaders can now view forms and submissions. The submissions they will be able to see will either be those related to the members of their groups, not all submissions within the ministry or account.

Print Directory improvements

We have added the “Address Line 2” and “Apartment” fields to the Print Directory.

Chmeetings 2021.30 – November 10, 2021

NEW

Add to Calendar when registering for an event from the mobile app

When using the mobile app, ChMeetings now shows members an option button that they can use to add the event to their calendar.

IMPROVEMENTS

Archived people no longer count towards your account limit

Whether you are a free or paid user of ChMeetings, your account limit will no longer include archived people, only the active ones. Just keep in mind that when you reach your account limit of active people, you will not be able to restore anyone from the archive.

The Phone, Email and Photo can now be hidden in the Online Member Directory

People can now show up in the Online Member Directory and have their photo, phone or email hidden. Previously, these were visible by default and members could only choose whether to hide themselves altogether (which they can still do).

The Tools menu has been moved to Settings

To make it easier for you to navigate through your most used features, we have moved the Tools menu under the Settings section.

Chmeetings 2021.29 – November 3, 2021

IMPROVEMENTS

Filter contributions by multiple batches, payment methods and funds

When searching for contributions, you can now select more than one batch, payment method or fund. Previously, only one of these could be selected.

Form submission charts

When your forms contain questions with multiple options: e.g.: multiple choice, checkbox or dropdown, you can now see a submission and completion rate summary, as well as pie charts for each question that includes multiple options. Please note that this feature does not work with text or number based questions.

Search for members by QR code (mobile only)

On the mobile app, you can use a QR search to find a member. This is available in the member search field and can be used by simply scanning a QR code.

Chmeetings 2021.28 – October 26, 2021

IMPROVEMENTS

This release focuses on improved control over follow ups, by adding the following user role permissions:

– View Assigned To Me: Allows users to view follow ups assigned to them.

– View Assigned By Me: Allows users to view follow ups assigned by them to others.

– View Assigned To Others: Allows users to view all follow ups assigned to other people.

– Modify Follow Up Actions: Allows users to modify the actions assigned to the follow ups they have access to.

Chmeetings 2021.27 – October 19, 2021

IMPROVEMENTS

Mandatory event payment

Event payments are now mandatory to complete the registration, if you have configured a payment gateway. To allow participants to be able to register and pay later, simply enable the Pay Later option. When later payments are enabled, the participant can reopen their registration and pay anytime later, or pay in cash – in which case an admin updates the payment.

All people profile fields are now available for text messages

When sending a text message, you can now add any field from people’s profiles, whether default or custom. When adding a field to a message, the data corresponding to that field will be automatically filled according to the person you’re communicating with.

Chmeetings 2021.26 – October 13, 2021

NEW

Recurring giving
Your congregation members can now contribute recurrently, via PayPal or credit card. (As an admin, you can manage recurring payments via PayPal or Stripe.) This feature will be made available to members while making an online contribution. Church admins with access to online giving administration will be able to view all recurring contributions as well.

Communicate with parents or children without access to people data
It is now possible to allow church admins to communicate with parents or children without them having access to the people’s data at all. This can be achieved by giving them permission to communicate with parents/children (from Users & Roles > Roles & Permissions. When sending an email, SMS or push notifications, admins can choose to send to parents or children instead of all people.

Envelopes import tool
The Tools menu now includes an envelope importer. This will export the people list and will allow you to add envelope numbers to then import back into ChMeetings.

IMPROVEMENTS

Events improvements
For events that are already created, you can now update the start date to an earlier one, as well as the groups associated with the event.
There are new options to set the event as full day or multi day. For multi-day events, you can also add sessions for each day, so you can keep the event agenda.

Digitally signed forms (paid accounts)
You can now attach a digital signature field to your forms so that members can sign them before submitting. This is great if you’d like to use ChMeetings to create legally binding documents. This feature is only available for paid accounts.

Chmeetings 2021.25 – September 29, 2021

IMPROVEMENTS

Improved exports for event payments

When you export attendance data for a particular event, from People & Tickets > Payments, the export file now also includes the total Paid and Remaining amounts, as well as the payment date.

Bulk Actions in the Attendance Report

The Attendance Report has been improved with the addition of a Bulk Actions button, where you can access options related to communication, bulk updates, groups management, etc; just like in the People module.

New Calendars filter in People > Advanced Search

When using the Advanced Search feature within the People module, you can now filter your search by Calendars. This option is available under the “Events” section.

Include event descriptions when syncing to Google Calendar

When you sync your events with Google Calendar, their description will be included as well.

Configure MailChimp per church in the Diocese account

Diocese account users can now configure MailChimp separately, for each of their churches. This option can be found in Settings > Integrations, for every church account.

Smart follow-up for texts and whatsapp messages

When sending someone a message via text or WhatsApp, you can now add a follow-up right away. As soon as you send the message, an option will pop up for you to add a follow up for the member you just contacted.

Chmeetings 2021.24 – September 15, 2021

NEW

Developer API

You can now connect ChMeetings to your custom apps, or to any external app that supports an API integration. You can enable the feature from Settings > Integrations > API Integration. For now, the API can pull People data and connect ChMeetings to reporting and dashboard apps. We will be adding more features, on ongoing basis.

This feature is only available for paid accounts.

IMPROVEMENTS

Convert Guest to Person from the People & Tickets page of an event

Now that guests can be registered to events, it was time to make it easy to add them to your People list. This can be achieved from the People & Tickets page of the event that the guest has attended. Once a guest is converted to a Person, they will have a ChMeetings profile.

Accessibility improvements for images

You can now add Alt Text to banner images in Forms and Events. This can be used to provide details about the image and make them accessible to blind members.

Chmeetings 2021.23 – September 8, 2021

NEW

Online Member Directory
Your members can now be visible to each other, if you choose to enable the Online Member Directory. This is available within the Member Access module and allows you to set the following:

Whether people can see each other if they are in the same church account or in the same group.
What groups are visible to members.
What profile fields are visible between members.

One-click email, text or mobile notifications to all people.

We have added icons at the top of the People grid, which allow you to easily send emails, text messages or mobile notifications to all people in one go.

IMPROVEMENTS

Print Directory Improvements
We have added an option to hide the mobile phone, email and address. There is now a preview as well.

Chmeetings 2021.22 – September 1, 2021

NEW

New Language: Portuguese

ChMeetings can now be displayed in 10 languages, with the addition of Portuguese.

IMPROVEMENTS

Added Instagram to Important Links

We have added Instagram to the Important Links section in Member Access.

Additional contact options on the Groups page

We have added options to Text, Email, and Send Push Notifications directly from the Groups page. This allows you to easily get in touch with the people within the selected Group.

Chmeetings 2021.21 – August 17, 2021

NEW

Search for the children or parents of specific people
You can now search for the children or parents of specific people, using the Advanced Search feature, within the People module. This is a simple way to find and communicate to the parents of specific children, or vice versa, for example based on groups or other criteria, such as age.

IMPROVEMENTS

Export the Events Registration Log Report
There is now an Export option within the Events Registration Log Report, which lets you download an Excel file that contains all the information provided by the report.

Chmeetings 2021.20 – August 10, 2021

NEW

Guests can be registered for events

This release focuses on enabling guests to be registered for events. You can find the new feature in the event editor, under Registration > Enable Guests.

This feature is only available for paid accounts.

Guests need to be registered by a member, who can simply fill out their guests’ name, email and mobile number. Here is a quick demo of the registration process:

Guests will be listed in the events’ People & Tickets list, as well as in the Event Registration Log Report. You can tell who is a guest when their name is not linked to a ChMeetings profile.

This feature is available for both free and paid events, but only when event registration is enabled.

Chmeetings 2021.19 – August 5, 2021

NEW

New Mobile Menu

We have created a new mobile menu, for better and quicker navigation, for everyone using ChMeetings (Owners, Admins, Group Leaders, Members). The new menu is accessible from the bottom of the app screen.

For admins, the new menu includes the following tabs: Dashboard, People, Groups, Notifications and More (which opens up the main menu). For members, the menu includes. Home, My Profile, Notifications, and a More option, which takes them to the full app menu.

IMPROVEMENTS

Show Payments log in the event registration log report

The Event Registration Log Report now contains an Amount column, which shows how much has been paid for a specific registration. This is useful when you want to quickly retrieve a list of registrations and their payment status, or when you are working with cash and want to track paid and unpaid amounts.

The email and mobile phone are now considered when importing contributions

The Import Giving tool now considers the email address and mobile phone, in case there are multiple people with the same name. This helps associate contributions with the right person.

QR card preview and background color

When exporting people to create a QR Card, you can now see a preview of what it looks like, according to the options you enable. You can also now choose the background color of the card.

Additional Events settings

You can now configure how events appear to your members. You can enable or disable event visibility from pending members, and set the number of days for which the homepage should display upcoming events.

Confirmation email in form settings

When configuring a form, you can now enable a confirmation email that members will receive after submitting this form. The email message is fully customizable, using our editor. You can also automate some of the information within the email, using the following merge fields: First Name, Last Name, Email and Form Name.

Chmeetings 2021.18 – July 19, 2021

NEW

Paid events
You can now organize paid events via ChMeetings. When enabling registration, you can also enable ticket payments. The available methods are: Cash (manual collection), PayPal and Stripe, via our integrations.

You can find the feature when creating or editing an event, under the Registration section of the event editor.

You can add different ticket types and/or different price points, which members can choose from.

Event admins have a new section People & Tickets to show the tickets and the paid and remaining amounts. Admins can update the payment.

Registrations can be completed without submitting a payment – members can pay later (in cash or online).

Follow Up Statistics Report

This report shows the Follow Ups that are done or not done, per ministry and per group. It can be found in Reports > Statistical Reports.

Ask for password change at the first login

We have added an option to disable the “Ask for password change at the first log-in” in Settings > Account Settings.

Chmeetings 2021.17 – July 8, 2021

NEW

New Event Registration Log Report

This new report is available in the paid version only and allows you to see all registration and cancellation logs within a particular time range. The report can be filtered by Status (registered or cancelled), Time Range, User and Person. Clicking the number of people will reveal a list of the people who have generated that log entry.

IMPROVEMENTS

View forms faster

There is now a View Form option which allows you to quickly view a form without having to copy the link then open the form in a separate tab.

Search for people by the photo field

There is a new advanced search filter in the People module, called Photo”, which allows you to find people who either have a profile picture or they don’t.

More actions in the Family Report

There are new actions available within the Family Report (Add to Groups, Remove from Groups and Add to Ministry) These actions are available at the family level and apply to all family members.

Log reports section

We have improved the organization of our reports by creating a Log Reports section. The reports listed here are only available to paid subscribers.

FIXED

We have fixed an issue in the calendar that prevented the last occurrence from displaying in some timezones.
We have also fixed the Access Log Report export, which was not working correctly.

Chmeetings 2021.16 – June 23, 2021

New

Ability to add an image and a description to recurring event occurrences

You can now add an image and a description at the occurrence level, for recurring events. This allows you to have a general image and description for the entire event, but also edit them for specific occurrences where you may need them to be more targeted.

Event registration form

When people register for ticketed events, you can now ask them to fill out a form before completing their registration. This can be achieved by creating a form from the Forms module, then selecting it when creating the event. Every time when an Owner, Admin or Group Leader wants to register a member; or a member wants to register themselves for an event, they will be required to fill out the form you have selected.

In addition, you can see the form that everyone submitted, by going to the People list corresponding to your event. From the options button next to each registered person, you can access View Submissions, which takes you to their form submission area. From here, you can have access to the usual form options, such as updating the person’s profile, or unlinking them from the form. Read more about working with form submissions.

Smart follow up

When you call someone from the mobile app, then come back again to our app after ending the call, you will see a pop-up asking if you want to log a follow up for this member. The app will automatically set the member, follow up type, date/time and will let you add notes or click Save.

Add family members to follow ups

You now have the option to include family members when creating follow ups. Simply select a person when creating the follow up, and you will see the option to include their family members. The feature is available when creating a follow up from within a profile in the People section. It is not yet available from within the Follow Ups module.

Forms Submission Advanced Search

When viewing the submissions corresponding to a specific form, you can now run an advanced search to filter by specific answers to the questions included within your form.

Improvements

We have made improvements to the Russian and Chinese translations.

Fixed

We have fixed a performance issue occurring when saving a family with a couple of members, in accounts with many custom profile fields.
We have also fixed a bug related to exporting people as mobile contacts on iOS.

Chmeetings 2021.15 – June 8, 2021

New

First day of the week

You can now choose whether your week starts with Sunday or Monday. The feature is available by going to Settings >
Account Settings > Format Settings. This will reflect in the calendar and across all date selection fields. The default
is Monday.

Check-In forms

It is now possible to select a mandatory form to fill out when checking people in for an event. The form can be created
as usual, via the Forms module, and can be selected when editing the event you’d like to apply it to.

Enable/Disable the Gender profile field

You now have the ability to either enable or disable the Gender field from Settings > Profile Fields.

New language: Chinese (Beta)

ChMeetings now comes in Chinese, as well. This language is currently in a Beta version, and we welcome your feedback.
You can set it as the default church account language, from under Settings > Account Settings. Users and Members can
switch to Chinese from Settings > Change Language.

Improvements

Adding family members got better

When they first log into their account, new members now see a message that provides information on how to add family
members.

Check In list exports now contain groups

Exported spreadsheets now contain the Groups field when exporting lists of attendees or absentees from within the event
check in page.

Fixed

iOS: the Family area did not render correctly within the My Profile screen.
Android 7 and earlier: a white screen was being displayed within the Mobile App. Please reinstall the app to
receive the fix.
The shareable Online Giving link was incorrect on the Mobile App.
Incorrect order of people when searching within the People module.

Chmeetings 2021.14 – May 20, 2021

New

Contributions: Added an option to filter by specific people criteria, including people without an email.
Contributions: Added the ability to print mail labels.
Text Editor: Added the ability to resize images.

Chmeetings 2021.13 – May 11, 2021

New

Events: Add an option to filter by the calendar on the events
page.
Forms: Add the address field to the list of profile fields.
Forms: Add the file field to upload attachments (This is only
available to paid accounts).
Reports: Add a new access log report (This is only available to
paid accounts).

Fixed

Fix an issue printing the calendar.

Chmeetings 2021.12 – May 5, 2021

New

Events: Revamp the events management page to make it easier.
People – Profile Details: Add a new section to display the sent
text messages.
People – Bulk Actions: Increase the size of email attachments to
20 MB.
Users & Roles – Users: Add Last access time.
Users & Roles – Roles: Add role type when adding new role.
Add German Language (Beta).

Fixed

Fix an issue with adding new people on some small screens.
Fix an issue with displaying the member photo in the letter
export
Fix an issue with calculating the attended/absent people in
groups events.
Fix an issue with exporting people to mobile contacts.

Chmeetings 2021.11 – April 21, 2021

New

Contributions: Add new export options (Group by person and group
by family).

Chmeetings 2021.11 – April 14, 2021

New

Events: Add a self-check-in option to the events with
registration enabled.
People – Text People: Add an option to receive a notification on
the mobile app when someone replies to the message.
Add an option to get the link QR code from Events, forms,
calendar, and custom registration page.
Forms: Add an option to duplicate a field.
Add Spanish Language (Beta).
Add Russian Language (Beta).

Chmeetings 2021.10 – April 7, 2021

New

Member Access: Add an option to enable registrations using
profile fields as a registration form. This is only available to paid accounts.
Forms: Add an option to update profile fields from the form
submission.
Follow up: Add created on, created by, last modified on, and
last modified by to the follow-up details.
Reports – Recurring Event Report: Add Age distribution chart.

Fixed

Fix an issue with ordering the users doesn’t consider the
account name format settings.

Chmeetings 2021.9 – March 31, 2021

New

Forms: Add an option to insert links and photos to the
description field.
Events: Add an option to enable/disable registration
restrictions on specific days.
Events: Add end date and time option to be able to create a
multi-day event.
People – Person Details: Add an option to rotate the profile
photo after uploading it.
Settings – Account Settings: Add an option to enable/disable
display your church on the Find my church page.
Tools: General improvements to import giving.

Chmeetings 2021.8 – March 25, 2021

New

Forms: Add more settings like only members can fill it, limit
total submissions per member and restrict form only to members with specific criteria.
Events Send an email to members when the member or admin cancels
his event registration.
People: Add an option to export people to mobile contacts
(Available in the Mobile App).

Fixed

Fix an issue in exporting groups to an excel file that does
not include leaders.
Fix an issue with the mailing label that doesn’t fit
properly on Avery 8860 30 labels per page.

Chmeetings 2021.7 – March 18, 2021

New

Forms: Add member profile fields to the form fields to create
different custom registration forms.
Settings – Account Settings: Add force strong passwords option
on to just use strong passwords when members register or updating their passwords.

Fixed

Fix an issue with opening text replies in the diocese
account.

Chmeetings 2021.6 – March 10, 2021

New

Contributions: Improve the design and usability of add
contribution page.
Forms: Include the form title and banner when sharing it on any
social app.
Events: Add event/occurrences share link to the public events.
Follow up: Display the person photo and support some bulk
actions like text people, email people, send notifications and delete follow ups.
Tools – Merge People: Add matching filter (Name, Email and
Mobile).
Settings – Integrations: Add support to Twilio Alhpanumeric
sender id.

Fixed

Fix some UI issues on the mobile and tablet screens.

Chmeetings 2021.5 – March 3, 2021

New

Dashboard: Add manage widgets feature to easy add/remove widgets
from your dashboard.
People – Advanced Search: Add an option to find people who don’t
have profile photo from the missing data section.
Roles – Member Role: Add an option to set the mandatory for main
profile fields like Photo, email, phone number and address.
Forms: Add form status filter.
Settings – Churches: Add a new way to manage the diocese
churches and locations (Only available in the Diocese Account).
Calendar – Share: Add new option to share all calendars together
to Google calendar or any other ical compatible calendars.
Contributions: Add quick add person option when adding a new
contributor not exist in the account.

Fixed

Fix an issue with self check in.
Fix a performance issue with accounts with a large number of
events.

Chmeetings 2021.4 – February 16, 2021

New

Contributions: Add an option to customize the end of the year
statement.
People: Search by name, email and mobile in the church people to
add them to ministry
Profile Details: Add an option to quickly email people from
profile details.
Main Menu: Add the logged-in person name to quickly access his
profile.
Settings – Account Settings: Add an option to set the default
language in your account.
Reports – Family Report: Add an option to add follow-up,
archive, and delete the whole family.
Reports – Notification History Report: Show the notification
details along with the attachments.
Enforce password change after the first login using the
generated password.

Fixed

Fix an issue that lead to duplicate event occurrences in the
same day after updating the available seats.
Fix an issue with user last access not updated properly in
some cases.
Fix some issues with embedding the calendar in the church
website.
Fix an issue that prevent admin from deleting copied roles.

Chmeetings 2021.3 – February 4, 2021

New

Dashboard: Add households widget.
Users & Roles: Add an option to create multiple group leader
role by copying the default one.
Contributions: Add the contributions overview, methods, and
funds to the exported excel sheet.
Forms: Add a quick option to export submissions from the forms
page directly.
Tools – Import People: Display the number of families before
importing them.

Fixed

Fix an issue with displaying some links in the member
access.
Fix an issue with removing a member with access from a
ministry.

Chmeetings 2021.2 – January 27, 2021

New

Users & Roles: Add new permission to control the visibility
of people reports, advanced search, and event reports.
Add Romanian Language. Many thanks to Chise Bogdan for his
contribution to the Romanian Translation.

Fixed

Fix an issue with archived people not counted in the
attendance reports.
Fix an issue with the family name not displayed correctly in
the Giving tab of the personal details page.
Fix an issue with Mailchimp sync not working properly in
some cases.

Chmeetings 2021.1 – January 20, 2021

New

Contributions – All Contributions: Add the Contributions Summary
(Overview, Methods & Funds).
People – Profile Details: Add “Do Not Text” option to let
Admin/Member choose to not receive text messages from the church.
Follow Up: Receive push notification on the app when having
pending follow ups today.
Member Access: Members can unsubscribe from the emails easily.
Diocese Management: Many improvements to the churches admin
under the diocese account.
Add Danish Language. Many thanks to Pastor Svend Ryborg for
his contribution to the Danish Translation.

Fixed

Fix an issue with Sync calendar to Google calendar with iCal.
Fix an issue with updating a form submission.
Fix an hour delay in the scheduled text messages.
Fix an issue with opening push notifications details in some
special case.