Hey team! Ready to jazz up your emails? 🌟 Check out this quick video to see the new Custom Email Signatures in action:

Custom Email Signatures in Communicate! Here's the lowdown:

1. Tab on Over to Communicate: Spot that new Email Signatures tab? That’s your gateway to signature bliss.
2. Craft it: Hit up New > New Email Signature and the editor is all yours. Name and fame your signature for future use!
3. Type or Paste: Get creative in the Content box. Whether you're a typer or a paster, make that signature sing.
4. Save and Set Default: Got it just right? Save it! Running with multiple signatures? Anoint one as your go-to with a quick tap on the default radio button.

Your emails are about to get a whole lot snazzier. 👉 Need help? Support’s got your back. Hit us up, and we'll iron out those kinks so you can get back to emailing in style. Support article here. 

Thank you to Lyn and Carl and everyone who voted this idea up 🙌

We've ironed out the creases for solo members opting for family memberships. If you're savouring the serene solo life our latest update is music to your ears. Previously, you might have experienced a merry-go-round when trying to process your family membership without a plus one. A loop that seemed more like a dance, twirling you back to the start without ever reaching the payment page.

No more spinning in circles! Whether you're registering as a single or family, you'll glide smoothly from your application to the waiver, and then to payment — all without the hiccup of a missing second person.

We are committed to improving the platform alongside new features and want to keep you in the loop about some recent fixes we have made.

• Contacts Displayed Attributes: We noticed some additional fields were missing from the data shown in your contacts. This is no longer an issue, we've reinforced the details representation to ensure all necessary information is present and correct.

• Event Tickets PDF: An overhaul was in order with regards to buying multiple event tickets. Previously, information became crammed when multiple tickets were purchased, henceforth, it will no longer squeeze out essential details. Every piece of information you need will be crisp and clear, regardless of the number of tickets you're purchasing.

• Family Memberships: There once was an issue where family memberships could get caught in an endless loop if there were no designated child roles. We've resolved such inconveniences, providing a smoother experience when navigating membership details.

• Webpage Header Image: Ever noticed your header image getting an unintended trim when viewed on mobile devices? That shouldn't happen. We've fixed this, ensuring that your header images adjust beautifully to the screen, regardless of the device you're using.

• Billing Receipts: Sometimes, it's the smallest tweaks that can cause the biggest shifts. We've made some adjustments to our billing receipts to improve clarity and usability.

We hope these updates make your TidyHQ experience even better. As always, we're here to assist you with any questions or concerns you may have. Let's keep in touch!

Good news for event managers and guests! We've polished our ticketing process to take the awkward pauses out of your event's symphony. When you or your guests glide through the ticketing for events like the "9-Day Retreat," Tidy now graciously assumes that logged-in users are the lead attendees, whisking their details into the corresponding fields with the poise of a well-trained butler.

No more fumbling for names, phone numbers, or emails – for you or the rest of the troupe. We’ve streamlined the experience so that gathering attendee information is smoother than ever; making the path from "interested" to "confirmed" attendee as effortless as a tap dance on a cloud. Because when it comes to events, the focus should be on the show, not the paperwork.

We've shipped a small fix to how subject lines behave when sending emails in and out of Tidy.

Before, you may have noticed that as you communicate back and forth with a member, your subject line will become increasingly filled with prefixes, like "Re: Incoming reply: Re: Incoming reply:".

This should no longer occur, we will instead automatically collapse these occurrences in the subject line to just the most recent.

Please keep this in mind when looking out for new emails in existing conversations, as their subject lines may have become significantly smaller.

Our latest updates have sorted out a few bugs you might have encountered, resulting in a smoother, more efficient TidyHQ experience.

• Meeting Invite Time Errors: Gone are the days of mismatched times in meeting invites. We've aligned all our clocks.
• Agenda Formatting and Attachment Issues: We've ironed out the kinks causing the agenda items in the meeting invitation emails to be incorrectly formatted when downloaded as PDFs. Also, you can now add PDF attachments without any pesky red warnings preventing you from doing so.
• Memberships and Events Gender Default: We have set the default value for gender to blank in Memberships and Events—keeping things simple and straightforward.

• Duplicate Zoom Address in Invites: We've resolved the issue of repetitive Zoom addresses appearing in meeting invites. Each invite will now have a unique address.
• Involuntary Pay Now Button: If you don’t wish to receive payments through Stripe, the 'Pay Now' button will no longer pop up on invoices.
• Duplicate Membership Entries: We’ve rolled out an update that prevents contacts from accidentally entering duplicate memberships, with the system now flagging prior active memberships of the same level.
• "Required Field" Error with Optional Fields: Manually creating memberships without including child details should run without any "required field" errors. Freedom in choice is important!

• PDF Browser Support: Newsletters in PDF format are now capable of opening in all browsers, rather than forcing a download.
• Manual Family Registration Flexibility: Admin-level users should now have the same registration capabilities as regular users, able to omit optional child information in family memberships without hassle.
• Date Format in CSV Exports: We've restored the date format for "Date Registered" in CSV exports back to its familiar standard timestamp format.
• The prominence of "Event Details" Links: The event details link in event invitation emails has been converted into a more noticeable button, making navigation easier.
• Meeting Minutes Time Display: We’ve fine-tuned the formatting, so meeting minutes time on the PDF will no longer be cropped!

We hope these changes combined significantly improve your Tidy experience. As always, we're here to assist with any questions or concerns. Onwards and upwards!

we know that even small problems can affect your experience, and that's why we're always working diligently to keep things running smoothly. Let's fill you in on the latest fixes and upgrades we've worked on in September.

• Transaction Delivery to Clubs: We've sorted the "In Transit" transactions issue, ensuring smooth delivery to all clubs.
• Forgot Password Link: We've ensured that the forgot password link is operating correctly, and those reset emails are landing exactly where they need to be.
• Email Communication App: Issues with an email not appearing in the 'sent' category in the communicate app are rectified. No more time-traveling emails to 1899!
• Event Setup Required Fields: We've fixed a little hiccup that kept required fields from applying to all ticket types within event setups.
• Contact Attachments: Now, you can view the upload time for files in the contact attachments - an extra piece of information for you!
• Ticket Quantity Confirmation: We've adjusted our system to ensure the number of tickets downloaded matches the number purchased, eliminating confusion during quantity amendments.
• Smart Groups with Gameday Source: We've enhanced our system to enable grouping from the Gameday source.
• PDF Access and Sharing: We've restored access and sharing capabilities to all minutes stored as PDFs.
• CSV File Imports: A hold-up in the import process causing it to stall at 5% is now cleared - no more unnerving suspense!
• Shop Access: Remedied an error that was showing an 'Error 500' message when accessing the Shop tab on the admin dashboard.
• Contact Communications: Outgoing SMS are now rightly appearing as part of the outgoing communications.
• Event Restriction: Cleaned up the group selection, so only current groups appear - no need to sift through previously trashed ones.
• Membership Auto or Manual Renewal: Clarified membership renewal settings to avoid unexpected cancellation notifications.
• Event Registration: Enhanced the event registration display to show all registrants, not just the main contact.
• Archives Management: Fixed the issue that was stopping the movement of emails from archives to trash.
• Event Pagination: Each event will only appear once now, keeping things tidy and simple.
• Contact Management: Resolved the issue causing an error during the bulk trashing of contacts.

We hope these improvements enhance your TidyHQ experience even further. If you have any feedback or encounter any issues, let us know - we're always here to help!

To help our organisation administrators better understand what changes have been made in their account, we're introducing new filtering improvements to the Activity Feed.

Accessible through Settings, the Activity Feed gives you a list of all actions that have been taken by administrators in your organisation. This can help you audit the account, and understand what actions different people in your organisation are taking.

New Filters

Starting today, in addition to date, you will be able to filter this list by the contact who took the action, and the specific kinds of actions you're looking for.

Filter to User

In addition to the filters at the top, when you hover over a specific row you will get the option to filter the Log to just that specific user. This is a convenient way to access this functionality without needing to type in the user's name.

In today's update, we're making it easier than ever for your organization to handle the transition between committee and staff, using Roles in more places for notifications - instead of targeting a specific user - and other changes to Tidy email handling to help make your life easier.

Roles in Billing, Shop and Membership Level Notifications

Firstly, we've added the ability to use roles, not just members, for the following:

• Billing Contacts - Assign your Treasurer role to a billing contact, and whenever your committee changes, rest assured they'll always get your Tidy billing notices.
• Shop Notifications - Assign notifications to a role in the shop, allowing you to notify your team working on selling items for your organisation every time an order is made
• Membership Levels - Finally, use a role in memberships for notifications on sign up and you'll never have to go back and manually edit a bunch of levels when your memberships team changes.

These all aim to make it easier to handle the transition in a dynamic team and help you get set up for success with Tidy.

Forward Catch All Emails

Historically, Tidy has provided you with a shared inbox - any email not addressed to a specific role or tag, or in reply to an existing custom email, (e.g. a response to the membership emails sent to a member that Tidy sends out) - would end up in this inbox, requiring you log in and check occasionally to see if you have new emails.

Now, you can add "Mail Followers", under the communicate tab in settings - Any email not going back to a specific person will instead be forwarded (with some context) to everyone on this list.

This makes it easier than ever to keep track of mail coming into Tidy.

See where emails go

Finally, we've added a section to the same settings page as above, to allow you to see what configured well-known email addresses for Tidy are.

If you're trying to add a new group, role or similar and get errors that the email is already in use - you can now view exactly what is set up and where it's going.

Global Inbox Handling

We're starting to roll out improvements to your organizations handling of junk email. With the Global Inbox handling feature (which will be rolled out as opt-in, to avoid breaking backward compatibility), your organization will be able to opt-in making all inbox actions (e.g. read, archive, delete and most importantly - junk) global. This is the first step to improving how we handle spam email, and making sure your inbox is clean and manageable.

You can enable this option by going to Organisation Settings > Communicate, and opting in to "Enable Global Inbox Actions" like so:

This will enable the new inbox behaviour, and you can opt out at any time at the moment.

Thanks

Thank you to all of our customers who raised the need for improvements here, more are coming but we wanted to call out the following feature requests that led to this new functionality:

Hello Tidy community,

We have an important update to share with you. Our current Peerboard forum will be closing down. While we've enjoyed connecting with you all here, we're excited to announce a new and improved way for our community to stay engaged and informed.

Introducing the Tidy Facebook Group Forum! 🎉 This new platform will serve as a dedicated space for Tidy users to connect, share ideas, and stay updated on the latest product news and announcements.

👉 Join the Tidy Facebook Forum here: https://www.facebook.com/groups/tidyhq 👈

We encourage all members of our Peerboard forum to join the new Tidy Facebook Group Forum to continue connecting with fellow Tidy users and staying in the loop.

We'd like to thank you for your participation in the Peerboard forum and look forward to seeing you in the new Tidy Facebook Group Forum. Let's keep the conversation going and continue building a strong and supportive community!

Best regards,

The Tidy Team

#TidyHQ #PeerboardClosing #FacebookGroupForum #Community