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A fresh Contacts experience: What’s new in TidyHQ, mid-August 2026

Improvement
Contacts CRM

We’ve refreshed Contacts and tidied up a stack of rough edges across events, meetings, messaging and billing.

👥 A refreshed Contact Profile

Contact and member profiles have had a serious glow-up. We've aimed to keep the important details close at hand, without making a busy contact record feel overcrowded. Whether you are checking a membership, adding a note or updating contact information, it is now easier to see what needs doing and move on with your day.

new_contacts

For the first time ever, we've also introduced some keyboard shortcuts.

While on a Contact's profile, hold down the Shift key and then press...

  • ⬆️ or ⬇️ to move between sections
  • A to add an Attachment
  • C to link a related Contact
  • E to Edit details
  • G to edit Groups
  • M to add a new Membership
  • N to add a new Note

Speaking of Notes, they're now better than ever! On wider screens we've promoted them to a column of their own (along with the Activity Feed) and (like on Project Discussions) they're now rich-text with @ mentions for other admins.

🐛 Fixes

Events and tickets

  • Tickets can now be cancelled or restored even if the assigned attendee’s membership or tag eligibility has changed since the ticket was issued.
  • Event checkout now keeps guest attendee selections and contact details through to payment, including after a guest signs in or when a club uses a custom domain. (We've reached out directly to anyone impacted by this one.)
  • Event attendee searches, display names, scans, exports and PDFs now show the right person more consistently; linked attendee packs can open on the correct page.
  • Guest event checkout now handles an existing account with a blank first name without failing.
  • Rich-text editing is available again for event ticket descriptions.

Meetings and administration

  • Invited members can now open private meeting pages they have been invited to view.
  • Files freshly uploaded to a meeting now remain attached after a V2 Meeting sync, and meeting task due-date pickers display correctly again.
  • Smart groups now update promptly when a member changes, instead of potentially waiting up to 24 hours.

Messaging, billing and everyday admin

  • SMS settings now separate email and SMS information, and Australian organisations can upload their commercial-register document for SMS registration.
  • Your browser’s native spell checker is now available when writing emails in TidyHQ.
  • Subscription billing and payment-method changes now handle invalid or failed payment details more reliably.
  • The notes composer now shows a shortcut hint for saving a note with Ctrl/Cmd+Enter.

As always, your feedback helps us choose what to improve next. Thanks for sharing what is, and is not, making committee life easier.

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