2024 Release Notes

Registrants on the Family Search page labeled as Registered and Unregistered
Religious Education

With this release when a user is matching and approving registrations on the registration detail page, now each registration on the family search page is clearly labeled as either registered or unregistered.

Related Articles: Approve a Religious Education Registration

Send a Group Message from the Student Card
Religious Education

With this release a Religious Education administrator can send a group message, within a term, from the Student Card, to the primary contact of selected students. The administrator can select one, or multiple students at a time.  

Related Articles: Send a Group Message from the Student Card

 

Update Sacraments from the Student Card
Religious Education

With this release the user with both Religious Education and Directory Administrator permissions can update First Communion and Confirmation sacrament information directly from the Student Card. The updated sacrament information continues to be stored in Directory. The ability to make any edits will only be presented to the user if that sacrament has already been added, and the icon is visible on the Student Card. 

Related Articles: Update Sacraments on the Student Card

Link Spouse to Head of Household Marriage Sacrament
Church Manager

This release introduces a streamlined process to link the Spouse member to the Head of Household Marriage sacrament when you update the member type to Spouse. If the Head of Household has a Sacrament of Marriage not already shared with another member, you have the option to share the Marriage sacrament with the Spouse when you update an Adult member to the Spouse member type.

Related Articles: Change Member Type

Reactivate a Suspended Payment Method
Online Giving

With this release a donor can log into their account and reactivate a suspended payment method to restart all gifts and future payments once the issue has been resolved. This includes credit card and ACH payments.

Related Articles: How a Donor Reactivates a Suspended Payment Method

Export Admin Role
Online Giving and Church Manager

With this release, each time an Export Admin runs an export, the system saves the settings as the default for everyone in your organization. In addition, the system sets contribution records as exported based on the most recent export by the Export Admin. By default, all Giving Admins will now also have now have the Export Admin role. As always, user permissions can be updated as needed by your organization.

Related Articles: Giving Exports

Related Article: Edit User Permissions

Add a Pledge Collected Column to the Pledge Report
Online Giving

With this release the user is able to view the actual amount collected for a fund on the Pledge report. For example: If an additional contribution is given towards an active pledge, but the amount exceeds the pledge total amount, the collected amount that exceeds the pledge total amount will now be displayed on the Pledge report. This new column reflects the actual amount collected for each pledge on the report, in addition to being summarized at the fund level. This information provides a more granular explanation about what actually has been collected.

Related Articles: Run a Pledge Report from Reporting in Giving

Delete Camino Personal Access Token
Online Giving

With this release, you can now delete the Personal Access Token for the OSV Giving – Camino API, giving you greater flexibility and control over the integration. The OSV Giving - Camino API enables you to seamlessly integrate your Giving data with the Camino church management system. If you need to disconnect the two systems, you can delete the Personal Access Token in Giving settings. 

Related Articles: Delete Camino Personal Access Token

Enhanced Religious Education Student Search
Religious Education

With this release we have enhanced the Search Students feature so that the search results provide, not only the student's name and grade, but also their age, gender, primary contact (name, phone, email), and active term. 

Related Articles: Search for Registered Religious Education Students

Middle Name Included on Sacramental Certificates
Directory

With this release, prepopulated sacramental certificates now include the recipient’s middle name from Directory. You can download prepopulated sacramental certificates with the recipient’s full name and sacramental information for Baptism, First Holy Communion, Confirmation, and Matrimony.

Related Articles: Download Sacramental Certificates from Directory

OSV Giving - Camino API Integration
Online Giving

This API release seamlessly integrates OSV Giving data with the Camino church management system. This API retrieves transaction data from the OSV Hub Giving module and gives the data to the Camino application, without the need to manually export data from Giving.

Related Articles: Generate Camino Personal Access Token

Religious Education Student Notes in Data Explorer
Data Explorer

This release provides the addition of the Notes column to the Student dataset in Data Explorer, providing access to the notes on students’ most recent Religious Education Registration. In addition, you can use Notes criteria for filtering as you customize your Data Explorer results. 

Related Articles: View and Customize Data Explorer Results

Data Explorer: Religious Education Data Sources
Data Explorer

This release has added Religious Education data sources to Data Explorer. Users can now search and refine Religious Education data across terms, classes, sessions, and students with custom queries using the robust reporting capabilities of Data Explorer. Users can tailor the results to the precise information needed and export the data. 

Related Articles: Data Explorer Overview

Student Card
Religious Education

The release of the Religious Education student card provides features of convenience for the user. Student details such as the student's name, age, grade, gender, primary contact information, Sacraments for First Communion and Confirmation, allergies, absences, and notes for the student, are accessible to be viewed from the student card.

More student information located on the Member Detail screen in Directory can be accessed by the user with a shortcut located in the student card.

From the student card, the administrator can generate a download file of all First Communion and Confirmation  Sacrament certificates for selected students who have certificates. The user can select one, or multiple students at a time. 

Related Articles : View Student Detail, View Directory Member Detail, and Download Sacrament Certificates

Student Class List Report
Religious Education

With the release of the student class list report, the user is provided a list of students registered for the selected class. The report also includes the name of the teacher, the scheduled meeting day and time, frequency of the meetings, building and room number, the number of students and the ages and grades of the students. If provided, the report also contains the birthday, allergies, primary and secondary contacts, and address of the student. 

The administrator can send a list of students and their information to someone outside of the system.

Related Article: Religious Education Student Class List Report

Temporary Attendance Link
Religious Education

With this release, an administrator can email or text a temporary link for a specific Religious Education session to anyone, such as a substitute teacher, to be able to record attendance on a computer or mobile device from the external site.  

Providing a temporary link prevents having to login or provide access to the entire attendance page for all of the sessions.  An active link expires after one week from the time it is generated. 

Related Article: Create a Temporary Attendance Link for a Specific Religious Education Session

Front End Upgrades

This release brings a number of refinements, reflected on both the staff and public side, that are focused on improving the user experience as it relates to design, security, accessibility and aesthetics. Changes have been made to the user interface (UI) to provide a more modern look and feel, as well as interjecting more consistent imaging throughout the site to facilitate easier interaction. These changes are a part of the ongoing effort to ensure the application is intuitive, accessible, secure and efficient for all users, to provide a better experience.

Two key enhancements are the App Input Switch and Expanded Clickable Areas. The App Input Switch is a component designed to increase the clickable area, making interactions easier and reducing the need for precise clicks. Users will experience a smoother interaction, with a 400% increase in touch target areas, which is especially beneficial on mobile devices or for users with accessibility needs. The expanded clickable areas include a redesign of key interactive elements, such as the gift information page to expand clickable areas and streamline navigation. This change is aimed at reducing navigation errors and speeding up user transactions by adopting a more familiar interface inspired by best practices in e-commerce usability. 

Another part of this upgrade includes new UI components, the Lozenge Component, App Icon Component, and the Affirmation Component. The Lozenge Component is a new, versatile component for displaying status indicators like 'Live', 'Draft', or 'Open' in a visually intuitive manner. This can be implemented across various parts of the application to standardize status displays, using a simple one-line code for integration. Based on a predefined palette, it allows for flexibility and consistency in UI design. The App Icon Component standardizes icon usage across the application, supporting various icon libraries (Prime, Material, Custom). This ensures that icons render correctly with appropriate spacing and classes, and can be adapted to display different levels of severity (error, warning, info). The Affirmation Component simplifies the creation of alert messages, ensuring consistent spacing and color usage. It provides a consistent appearance for one-line alerts that differ from standard alert styles, enhancing the visual coherence of messages across the application.

We have incorporated more advanced UI components to improve layout and usability. This enhancement provides the elegance and functionality of the user interface by allowing for text integration within dividers and optimizing space utilization.

Ultimately, the numerous enhancements to style and the coding changes will improve user experience and make it easier to continue to build out new features in the future. 

Religious Education Custom Fields

Religious Education

With this release, the Religious Education Administrator can add a Custom Field to an open  term, view all current Custom Fields for an open term, as well as view all open terms within Custom Fields, and view the Custom Fields assigned to each term. Custom Fields can be edited and deleted. The release of a new Custom Fields feature for Religious Education registrations is designed to help manage data. 

Related Article: Religious Education Custom Fields Overview

Updated Online Registration for Directory

Directory

This release provides a side sheet that summarizes the changes the user has made to a registration as they work through the registration. This change aligns visually with other registration processes currently in the system making the registration process easier for the user to understand and use. 

Related articles: Learn more about the updated registration process › and Learn how to share your Directory registration link ›

Early Access and Data Explorer

Data Tools

With this release a user is provided the opportunity to have early access to the new feature, Data Explorer, as soon as possible, with the opportunity to provide feedback as the feature develops. Data Explorer is a robust reporting feature that allows the user to explore, analyze, and understand the data in their system. With Data Explorer, the user can select a data source to search, refine the data with custom queries, tailor the results to only the information needed, and export the data.

Related articles: Learn more about Early Access › and Learn more about Data Explorer ›

Create a QR Code for a Fund or Form

Giving

This release allows a user to create and download QR Codes for forms, and either the public Online Giving fund listing page, or a specific fund. The QR Codes can be used on the organization's website or other marketing related materials. 

Related articles: Create a QR Code for a Fund and Create a QR Code for Forms

Add Multiple Teachers to a Religious Education Class or Session

Religious Education

This release provides the opportunity to assign multiple teachers to a Religious Education class or session. Users can quickly view the names of all teachers who have been added to the class. Teachers can be added, edited and deleted at any time.

Related articles: Assign a Religious Education Teacher to a Class from Directory