Changelog
Follow up on the latest improvements andΒ updates.
RSS
new
Contacts CRM
Memberships
π¦ Emoji, Bug Fixes and Membership Improvements - Oh my!
In todays most recent update to Tidy, we're rolling out a few sets of improvements to the platform on top of the work already rolled out earlier this week:
- We've been on a fervent bug hunt π, and this involved a bunch of minor fixes to edge cases cropped up. As always, if you come across an issue you're not sure about, get in touch with support.
- As part of this, we extended emoji in the app to support it in more places, including notes and nick names, and a few other places like events. It's only a subset of emoji for now, but we'll be adding comprehensive support across the platform in the coming time.
And on the feature front...
Finally, we've rolled out a new feature to celebrate friday, a new permission option for memberships:
This allows you to have private-but-linkable memberships, perfect for situations where you want to offer a subset of people the ability to sign up for memberships without having to expose it to everyone. This can be used for everything from allowing self-service signup to restricted members, to allowing better integration into external tools.
new
Contacts CRM
Settings
Updates for March 15th, 2022
The last week and a bit has been busy, with a lot of behind the scenes performance and systems improvements for Tidy.
In terms of user facing changes, the following have been added:
- Significant improvements to the speed of generating contacts exports from the system.
- Tweaks to the organisation settings page.
- Improved clarity over the exact sizes needed for event images to show correctly.
- Improvements to the header membership link when logged in as a user without direct memberships, but capable of managing others.
- Fix choosing custom columns on the groups contact table page.
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Events
Memberships
Meetings
Integrations
Updates for 25th February
A number of smaller fixes along with some broader performance changes which we hope you are starting to feel. π΄ββοΈ
Event Attendee CSV Export now includes Ticket Numbers π«
We've just pushed out a small update, to ensure that when you export a CSV containing all Digital Membership Cards
Small fix for people with different characters in their names `Γ¦^ΜΦ©Zoom link requiring double-clicking
Fixed a problem where you had to click twice to generate the Zoom link in a meeting. Now we save you a click πͺImproved the Finances transactions export for organisations
with large numbers of transactions that would time out. We have now moved it into the same process as what we have with Contacts exports and will email you with the CSV πSmall improvement to the way files are uploaded to Dropbox π¦
new
improved
Contacts CRM
Communication
Platform Performance Updates π
We're currently working away at increasing the speed of Tidy across the board, and have started to release the first series of changes to this end β‘οΈ
In the last few days, we've pushed out changes which should:
- Make anything using the contacts page faster, especially in situations where you're an enterprise customer with contacts shared between organisations.
- Rolled out performance improvements to the autocomplete when sending emails / SMS and in other places.
This is just the first round of updates - more will be coming in the next few weeks, as we work on improving it across the board. πββοΈ
Whilst all has been quiet on the Tidy changelog front, a lot has been happening behind the scenes in the last two months in Tidy land, and we've heard from you all - we wanted to give an update as to where everything is at, and what we've been working on.
A large focus on the last few weeks has been improving the platform - there have been a swathe of work behind scenes intent on improving your experience with Tidy, even if not directly visible to most users.
To that end, we thought we'd call out some of the bugs we've recently shipped a fix:
- New integrations work and improvements- We've been hard at work pushing out improvements to how we make tidy work with other systems, including pilot projects with some big australian sports organisations, with the goal to make it easier long term for us to pull in data from any other tool you're using - and show it along side your details in Tidy.
- Xero is in testing- We've started rolling out test access to our new Xero integration to a limited number of clubs, and will be actively working on improving that in the coming weeks before rolling it our more widely. If you're interested in trying it out for your club, message us in your intercom chat window and we'll get you access! We'd love to hear from clubs, big and small, about how it fits into their workflow.
- Fixes to meetings- We've been working on a few long-outstanding fixes to our Meetings experience, namely around making formatting work across entries and more. We want to make Meetings as smooth as possible and as easy for you to track everything that's happening.
- API v2- For our tech heads out there, we've just started rolling out a testing version of our new V2 API to customers (again, hit us up via Intercom if you'd be interested in testing). This not only brings a lot of tidy up and improvements to our API, it adds new API endpoints to allow better management and control over how you use Tidy, and the ability to customise your own Tidy experience in ways not possible before.
- Ongoing reliability and performance work- The reliability and performance of Tidy is our utmost priority, and we've been chipping away bit by bit to make Tidy work better for everyone. We've started releasing the first sets of this work, and have some big improvements planned to come in the next year.
- Updates to the frontend experience, and bug fixes- We've been working on a whole bunch of little bug fixes around the place where there were inconsistencies and issues with the front end experience. We've just rolled out a fix for incorrect tax changes affecting invoice as well as a bug affecting drag and drop / reordering in multiple places.
We'll have more news on bug fixes and more feature work in the coming weeks, but suffice to say - lots of exciting stuff is happening behind the scenes at Tidy at the moment.
improved
fixed
New Community Pages
We provide community pages for our enterprise customers and we are rolling out a great improvement to make them better, faster, stronger and easier to update.
If you're an enterprise customer please get in touch to find out more.
improved
Memberships
Improved Renewals for Memberships in TidyHQ
We've been hard at work to improve the experience for your members when it comes to renewing their current memberships, making it more obvious when they need to renew versus registering a new membership.
From today, your members will find it easier than ever to:
- Find renewable memberships in their public profile - Memberships that are valid for renewal rise to the top so it's easier to find
- We now make it clearer when you're creating a new membership, to help cut down on the number of admin inquiries you receive with people registering a new membership instead of renewing.
- Allowed auto-renewing memberships to renew their membership earlier, giving them more control over when whilst still maintaining their original expiry date.
improved
fixed
Meetings
Better handling of in progress meetings
Tidy now handles in progress meetings better. Historically, once a meeting had started, even if it was underway, it'd move off the 'upcoming' page and into your 'past meetings' page.
Now, Tidy will show in progress meetings on both pages, and call them out at the very top - making it easier than ever for attendees to review meeting details as it's live.
We've made it easier and more reliable than ever to view (all) memberships associated with a given contact.
Previously, you'd only get a link to the report when there were no active memberships. Now, not only have we made this link always visible, we've also improved it to use the specific contact, rather than anyone with their name.
For our customers with hidden variations enabled, we've just launched the ability for you to hide past variations from new users.
Once variation has been used for existing memberships, we no longer allow you delete it (so you have the history of it) - but with his new feature, you can "hide" it, allowing only renewals and admins to access it.
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