2025

February 2025

Widgets

When adding widgets on the dashboard, you can now select multiple widgets to be added at once. You can also remove all the widgets from the screen.

If all the widgets have been removed then when loading the screen you have the option to always go to your profile page rather than the dashboard.

To change the launch page setting you can go to your Account page and change the 'First page after login' setting.

Groups members search

The search function when on the groups page showing members or attendance now operates in 2 modes.

1. If all the members in the group have been loaded to the screen then the search operates as a filter - typing in will immediately filter the list of members.
   
2. If there are a large number of members in the group and you click 'cancel' when asked to load another batch, then not all the contacts have been loaded to the screen and so the search needs to reload the whole screen to include only the people that match the search.
   

Linking to people

When a persons record is shown on the screen in various places e.g. Reports, Gift Aid claim, Statement clicking their name would loose the page. You can now hold the CTRL key (or CMD key on Mac) and click it, and it opens in a new window - this means you can leave the list in place and check out the details of the person without loosing your place.

e.g. CTRL+click the 'link' text on reports

CTRL+click the underlined name on statements

Reports

You could sort field ascending - we've added the mechanism to sort ascending or descending, just click the field you want to sort again.

Step 1

Click the 'lastname' sort icon to sort by lastname Ascending

Click it again to sort Descending

The advanced search now shows the total number of records found also

You are now able to more easily move through the pages, useful when there are alot of them.

Events - Advanced Search

We have extended the advanced search to provide for Date ranges

You can also now select the page number to go to rather then working through a large number of pages.

People - Show All

We've extended the People list view (other views are coming).
You can choose to see more columns, filter by one or more of these columns, and show the results in a graph view.

This example is filtering Archived people, who have an Active login, showing when they want to be receipted. As we make more fields available - more graphical snapshots can be quickly generated.

Letters - contact images merge tag

We have added the ability to use the individual or household/organisation images in letters using two new merge tags.

Note that this will output the image to 100 height - the width is scaled automatically. If you want it bigger then add the greater than sign, and the height you want e.g. {photo_individual>200} for instance. We would suggest that 300 is the biggest before the image gets too pixilated.

Notes and Events - colour coding

Many of you use the colour coding for notes and events, but need a little more flexibility. We've added another colour - number 10 ! and standardised the usage of number 1 !

Calendar - form, public visible

You can publish your calendar to the web, for instance in your website (see https://infoodle.com/training as an example). We have extended this so you can choose to show it as a list rather than the grid view.

Dashboard - queues

We have updated the queue widget to show more meaningful information. This shows the number emails the column applies to - and the number of recipients those emails went to. Text messaging remains as a list of recipients.

Mandatory Address fields options

Particularly useful for those who are only using infoodle to file their Gift Aid claims. The HMRC requires the House name or number, the street address is optional. If you wish to reduce the mandatory fields you can control this in the Administration - Custom Fields - Field Options screen. Note: The House name/num options are only applicable to UK sites.

Gift Aid in Fundraising summaries

The fundraising summary for individuals and organisations has been updated to include - lifetime gift aid claimed and the life time total which includes the balance and the gift aid claimed. This shows the total contribution the donor has made to your organisation.

Reconcile all transactions in a batch

We've updated the screen for reconciling to clarify the transactions that can, and cannot be reconciled using this method. More details available here.

Stripe

When a the payment form for Stripe is shown to the donor, messaging related to the storage of tokens is included as per Stripes requirements. For one-off payments that are taken when the form is completed, this message is no longer displayed as we no longer store the token.

One-off payments that are in the future, or recurring payments will still show the message because we need to store the token to capture those payments.

Workflows

We have added the ability for you to set the values of a multi-lookup field using a workflow. This means, when there is a multi-lookup look up field on a person or a household or organisation, an item within the lookup can be set.

Giving Number

When searching for contacts in various places in the system, you now have Giving Number available as a search option (based on your role). Previously it wasn't consistently showing. This has now been fixed so it is always available.

Gift Aid - Donor Statements (UK sites)

We have added some more personalisations to output more details regarding the gift aid on your Gift Aid statements.
{totals statement ga}
{totals lifetime ga}
{totals statement transactions}
{totals lifetime transactions}

these can be added together as needed
{totals statement ga transactions} to give the total for this statement of gift aid and transactions
{totals lifetime ga transactions} to give the total for lifetime of gift aid and transactions

We've also extended the {all items} merge tag which lists various fields of a transaction to include a combined Gift Aid and Transaction total e.g.
{all items date description amount gaclaimed amountandgaclaimed|Inc._GA}

Details are available here

Reports - More fields

For UK sites with Gift Aid, we have added two additional fields that can be output on the reports screen. These are in the Finance block and are totals for the contact listed.

For all sites, we have added the Bank Account Name for a transaction so you can see which bank account (if any) the transaction is connected to in infoodle.

Reports - Select fields

We've tweaked the layout of the reports Select fields tabs. Tthe label of the field can now be clicked to enable or disable the selection of the field, making it easier to select than clicking the tickbox specifically.

Published Calendar

If you have the Events module, the calendar can be published via the forms screen.

This screen has the option to select different timezones to display events and dates. This now defaults the page to the timezone of the user's browser. You can see this in action on our training page https://infoodle.com/training

Reports - Distance from selected location

For those sites for whom it is enabled, you have access to two new location criteria:

This allows you to pick a location, and then return a list of people whose address is within the specified distance. You can use Equals, Less than and Greater than in combination to get the range you are looking for. Note this is straight-line distances ("as the crow flies"), not driving distances.

Finance - Reconcile

infoodle tries to reconcile the transactions as they are presented to it, however there can often be the need to reconcile them manually. infoodle can identify most parameters and set defaults and looks to you to confirm them. You can now process these in bulk. When this option is available to you a button will appear, and once clicked will work through the remaining screen reconciling what it can including any new transactions auto loaded.

Note: this function is separate from Auto reconcile. If you want transactions for specific contacts to auto reconcile when future transactions are received, select the Auto reconcile option first, then select Reconcile All.

Stock

If you have the Events module but not the Finance module, we have now enabled the reporting of stock from the stock screen for you to analyse the stock sales.

Email - inbox

We now accept the m4a file type

January 2025

Calendar update

We have upgraded the Calendar features in infoodle to improve access to more features, and bring the design up to the modern look. Highlights include:

• Updated design of the calendar and list view screens
• Four new layouts of the data
  
• The Vertical Resource View is particularly helpful if you want to see the activity of locations you have booked separately.
• View in different time zones. This is on your events page, and also on the public calendar form.
  
• Day/Week/Month/Year view is honoured when using the < TODAY > navigation buttons
  

Workflows

When including a To Do as part of a workflow, the workflow would pause once it was running waiting for the To Do to be completed. We have added a new option which means the workflow will not pause. This now means you can create several To Dos for different people at the same time. For example, when approving a form you may want three different tasks to be done by different people, each of which are not dependent on each other.

Previous updates available here.