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Member Wizard Updates
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Knowledgebase Member Wizard Updates

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September 6 - September 13, 2025 - Member Wizard Update

1. Member Wizard now collects details about the make and model of the device used by those logging in both to the Admin and the Member Portals. It also collects operating system and browser type and v...

15
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August 23 - September 5 2025 Member Wizard Update

1. In Register for Event, the default number of tickets field on a ticket is now 1 if there is only one ticket type. 2. Users with Member only access can now issue an invoice for a member. 3. The orde...

31
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August 16 - August 22 2025 Member Wizard Update

1. From the 17th of August 2025 Communications Sent message will have time as well as date and will be displayed in reverse date/time order. 2. The reference number for Direct Deposit payments will no...

54
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July 29 - August 15, 2025 - Member Wizard Update

1. Events now include the provision to close an event for registration on the RSVP date. You can elect or not whether to use this. There is a tick box next to the RSVP date. 2. You can now add resourc...

64
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July 19 - July 28 2025 - Member Wizard Update

1. Office staff with Member rights can now delete an Absence recorded against a member. in the Admin Portal.  2. Events listed in the web class list now have the start time displayed and event details...

74
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June 29 to July 18, 2025 - Member Wizard Update

1. The unsubscribe app now requires members to click a button before being unsubscribed. Hopefully this will prevent unintended unsubscriptions. 2. The Undeliverable emails page now has a button added...

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June 14 to 28, 2025 - Member Wizard Update

1. There is now a differential Unsubscription option. That means that members can choose to unsubscribe from newsletters and general communication but still receive invoices, receipts and emails relat...

103
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June 6 to June 13 2025 - Member Wizard Update

1. Organisation is now one of the fields which can be used in mail merges along with First and Last names. 2. When you copy a class now it creates a new copy also of the Resources attached to the clas...

84
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May 29 to June 5 - Member Wizard Update

1. The date and time a member unsubscribes from emails is now shown. 2. You can now add an Events panel to your website template which allows Events you have created in Member Wizard to be registered ...

79
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May 21 to May 28, 2025 - Member Wizard Update

1. Student enrolment emails can be suspended at a class level rather than at a Class List level (all classes). This functionality is now available in Classes/Class Status Change. You can select either...

98
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May 7 to May 20 2025 - Member Wizard Update

1. We have been producing statistic reports. Organisations will need to check firstly that they are using the Standard Fields for Gender and Year of Birth. The reports will not work if you are using C...

136
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March 22 - May 6 2025 Member Wizard Update

I have no excuse for my slackness in not keeping the Updates log updated othther than being busy and lazy probably in equal amounts. This should rectify the situation somewhat. 1. We corrected the Cla...

119
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March 10 to March 21, 2025 - Member Wizard Update

1. A message appears now when someone enters an invalid email address when registering for an event. 2. New Member function for Qualifications and Assessments has been added. Members can have entries ...

166
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Feb 23 to March 9, 2025 - Member Wizard Update

1. New standard field which will appear on the back of the member name tag Medical Conditions. It will only appear on the name tag when there is an entry in the Member's Record. 2. If you don't want y...

83
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Feb 3 to Feb 22, 2025 - Member Wizard Update

Apologies for falling behind with these. Its been hectic. 1. We've added a Print or Download button to the Class Resources in the Portal so members can now download or print their class material. 2. W...

169
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January 21 to Feb 2 2025 - Member Wizard Update

1. We've made it possible to delete a Membership type provided it is not being used for any member. 2. You can now sort Name tags by Name or by Member Number. 3. The Display Attendance now shows any a...

161
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January 13 to 20, 2025 - Member Wizard Update

This week was difficult with a lot of development going on which is not ready to go into production just yet so while it may look as if we haven't done much we've actually been flat out on getting U3A...

149
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December 21 2024 - January 12 2025 Member Wizard Update

1. Members that are locked because they were not exited correctly now automatically unlock after 60 minutes. 2. Upgraded system to Angular 19. 3. Fixed the date picker which wasn't working on some fie...

126
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December 10 to 20, 2024 - Member Wizard Update

1. Completed Manage Attachments. Attachments are now automatically made Inactive after sending but can be made permanently Active in Communications/Manage Attachments. 2. Users with class permission a...

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December 1 to 9, 2024 - Member Wizard Update

1. Corrected Stripe error in calculation when organisation pays fees. 2. We have changed our text editor. This is the screen used when sending emails, typing messages to accompany invoices and in many...

124
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November 18 - 30 2024 - Member Wizard Update

1. Made the colour of background of webtemplate buttons configurable and there is now an ability to delete a button (previously not possible unless you deleted the entire section). 2. Enabled change o...

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November 11 to 17, 2024 - Member Wizard Update

1. The Print Attendance sheet now shows attendances as marked in the Tutor Portal as well as advised absences 2. The inclusion of the organisation name on member tags is now optional (Settings/Members...

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November 4 to 10, 2024 Member Wizard Update

1. There are now additional membership periods - 1, 2, 3, 4, 6 and 12 months are now all available. 2. In order to add the Member Portal to a phone or any device, local storage needs to be allowed. If...

86
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October 28 to November 3, 2024 - Member Wizard Update

1. All login and change password forms now show a password strength metre 2. Administrator logins now need to be 100% strong before they can be saved once they are changed. 3. You can now edit the hei...

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October 21-26, 2014 - Member Wizard Update

1. It is now possible to print multiple name tags at once in either the Print lists menu or by the Tutor in their portal for their class. 2. The My Classes screen now displays correctly on phones 3. T...

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October 14 to October 19, 2024 Member Wizard Update

1. The Tutor Portal class list now shows Inactive as well as Active classes. In this way Tutors can provide feedback to the preparation of the following period's classes which are currently being prep...

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September 24 to October 11, 2024 Member Wizard Update

Apologies for missing last week's update but we were in Melbourne at the Victoria U3A Network conference where we have just been appointed their official "preferred" new membership system. (Woo hoo!)....

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September 16 to 21, 2024 Member Wizard Update

1. Most Recent Portal Action is now available as a field in Settings/Member Form Layout but it needs to be dragged and placed on your Member Record on either the Contact or Organisation page for easy ...

231
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September 9 to 14, 2024 Member Wizard Update

1. Enabled defining an Enrolment Period which limits both the number of classes in which a member can enroll in and the number of classes in a particular subject area they can choose. This function al...

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September 1 to 7, 2024 Member Wizard Update

1. Published in Money an Owing by Category report which shows the total value of outstanding invoices for each Account Category. 2. Fixed a bug in edit category 3. Enabled email to tutor using Member ...

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August 26 to 31, 2024 Member Wizard Update

1. Fixed Invoiced period display for single classes 2. Fixed button caption on Class Status Change page 3. You can now print newsletters from the Newsletter list. Sugg

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August 19-25, 2024 Member Wizard Update

1. Display Attendance enhancements and bug fix. Now displays members who are removed from the class if they have attended or advised absence.

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August 11 to August 18, 2024 Weekly Update

1. Display Attendance page added to Class menu 2. Edit receipt form now displays Deposit number (Yay!) 3. Created Retained Earning s journal entry based on profit and loss and fixed error in Trial Bal...

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August 4 to August 10, 2024 Member Wizard Update

1. Added more colours to colour picker for website template 2. Compressed website images to max size 200kb 3. Completed PNGID certificate for facilitator 4. Email now goes to event participants to con...

127
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July 22 to 29 2024 Member Wizard Update

1. Added Attendance Certificate for client 2. Email to Tutor now makes clear whether student is enrolled or on wait list. 3. Added Reset Pin/Password label on Portal button. 4. When two members are me...

139
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July 29 to August 3 2024 Member Wizard Update

Update log July 29 to August 3, 2024 1. Re arranged file structure to prevent Member Portal errors 2. Added new checkbox in Edit Class to suspend enrolment emails. This will prevent any new enrolment ...

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July 15 to 21 2024 Member Wizard Update

1. Made it possible to print name tags to slide into plastic pouches. Below is pic of a sample. Version 1070. This can be done in the back end of Member Wizard by logged in Users or by the Member them...

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July 2 to 13, 2024 Member Wizard Update

Member Wizard Updates 1. Changed default of Select All in SMS members list 2. Fixed reply to number for SMSing. 3. Completed and published the new revised Member Portal. Members can now register using...

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June 26 to July 1, 2024 Member Wizard Update

Below is what was happened in Member Wizard during this week: 1. We enabled Advise Absence in the Member List as well as the Portal so admin staff can now process members who email or call in to advis...

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June 16-23 2024 Member Wizard Update

Member Wizard Update Below is a list of the tasks completed or underway this week 1. Added Class period invoiced to the All Classes student list  2. Removed Send Email text box from Copy Class when Se...

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June 7 - 14, 2024 Member Wizard Update

        Update 1 - June 7 - 14, 2024 This is the first

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