Updates from c:Spot InterWorks

For additional updates, help, and FAQ's, click here.

Date	Description
7/1/2010	UPDATES TO MEMBER PROFILE/ADD A MEMBER: We added some changes to the way that members are added and changed a few things in the member profile module: When entering search data, you can now successfully press enter/return key to get results. There was a glitch that redirected you to the Admin homepage instead of the search results. This glitch has been fixed on any page where the Member Profile module is used. Removed the "Patroness" checkbox. Patroness role and member type is now set via the Member Type selection. Glitch fixed when adding members via NCL National website. Glitch occurred when adding members via the NCL National website, the member's "patroness" or "ticktocker" role did not update and record properly on the Portal Chapter website. The member was added to both the national and portal site and could log in, but since the role based on the Member Type selection was not synchronizing properly the patroness or ticktocker could not see her respective Patroness or Ticktocker tab at the top of the Portal website horizontal menu. This has now been fixed and resolved. You are now able to add or change members on either the NCL National website or your Portal Chapter website and the member information will be properly synchronized. Member Type selection is now a mandatory field. All mandatory fields have been moved to the top of the screen for easy input For ticktockers, grad year is a mandatory field. When adding a member, Username and Password fields are hidden because they are automatically generated. Upon save of the new member, the first time a member logs in, username and password can be edited. When adding a member, a customized message will be sent to that member's email address notifying them that they have been recently added to the website and it will list their new username and password to login. The Administrator has no need to create a username or a password for each new user, since this information is automatically sent to the user immediately upon addition of the new member.
5/13/2010	Filter boxes on Reports, Member Roster, Add/Edit Search Members changed to checkboxes instead of multi-select boxes. This improves the user interface and makes it easier for people to select multiple items in each box by using the checkboxes instead of having to use the Shift+Click or the CTRL+ALT+Click method to select more than one option. **NEW** Hours Exception Excel report added to the Reports tab. Under Reports, Activity Reports, you can search for criteria to see member's activity who HAS NOT done certain activities. You can set the date range, choose Philanthropy or League, and select how many hours including "0" to find out how many people have not done a sufficient amount of hours. Or, a good report to determine who has "less than X" hours for league or philanthropy activities. Single out and target the underachievers. Remove a person from the Waitlist on the calendar. Also, some other Waitlist bugs and user-interface improvements were updated.
4/21/2010	Follow c.Spot InterWorks on Facebook!
4/21/2010	NEW FEATURE ADDED - "Canned" PDF Activity Reports Quickly generate a PDF report of : All Hours By HS Grad and Type All League Activities Totals Patronesss/Ticktocker ... More PDF reports to come. These are live now on your site. Find them under Reports tab.
4/19/2010	Added Help Guide PDF's to the Support Site - General Info from the founders of DotNetNuke: General info - overview and concepts Managing Roles Text editor, adding links, adding photos File Library Bulk Newsletter tool http://support.cspot-interworks.com/ncl/HelpGuides/tabid/72/Default.aspx
4/14/2010	NEW FEATURE ADDED - Calendar Recurring Events Now, you can set an event to reoccur weekly, monthly or yearly. You can also edit the set of events or just one instance of the recurring event series. Enrollments can be attached to recurring events. Enrollments are only logged for each individual instance of the recurring event, not for all events in the series.
4/14/2010	NEW FEATURE ADDED - League Meeting Credits League meeting credits are now trackable. When your members enter league hours, there is a checkbox in the hours recording log to indicate whether or not that instance is considered a "Meeting Credit" fullfillment. The totals are now displayed on the initial League Hours listing. When your members run a report (or, if you run a report of all your members) League Meeting Credits appears as a column and reports on total number of meetings satisfied. If your Chapter does not record League Meeting Credits, please ignore.
3/22/2010	Calendar Event Reminders Added: You can find it under the “Description” box in the Event Editor. This will allow you to automatically send a reminder to all members enrolled in an event. It will also allow you to set the reminder to automatically send the reminder anywhere from a few hours before the event, to a few days before the event.
1/1/2010	As of 1/1/2010, c.Spot InterWorks' rate for Design services will increase from $85/hour to $95/hour. This rate will be effective on any NEW contractual design work that starts in 2010. If you are within contract of an uncompleted design job that started in 2009, then the $85 rate still applies.
11/30/2009	New SmartCalendar v1.0 Module released. Please visit the Calendar Module section on our support site for more information on features, help guides and feedback.
11/5/2009	MAINTENANCE: The NCL National website as well as all Portal Chapter websites will be unavailable from 12:00PM-3:00PM PST on Sunday, November 8, 2009. We will be installing new power and network equipment. We apologize for any inconvenience this may cause.
10/28/2009	PATRONESS EMAIL MODULE UPDATE: We have made a quick update to the Patroness email module. It is not visible from the front end, but we have made some improvements to the way the mail gets sent. Several of you have mentioned that many members are not receiving the emails sent from the Patroness Send Mail module. We have updated the module to send mail in batches of 25 recipients. Since the batches of email are small, more people should be receiving the mail messages. The reason why sometimes people do not get the mail messages is because some email providers block messages that appear to be sent to a lot of recipients. They think it is Spam. We have alleviated this issue by making it appear that the messages are only being sent to 25 people at a time. This fools email providers into being able to receive the message.
10/5/2009	NCL WEBSITE DOWN: DATABASE RESTORE 10/5/09 12pm - 1pm (PST) The NCL website and all portal chapter websites will be down for 1 hour starting at noon today. Please discontinue from making any updates to the site until the site is back up. I apologize, but I have made an error that affected all users in the entire database. We will have to revert the database to 12:00 am last night (10/5/09). Any updates that you have done to the NCL database from 12:00 am 10/5/09 until now will be erased due to the restoration of the database. I deeply apologize for any inconvenience this may have caused. This method is the only way to restore the database without the error that I had incurred. Thank you for your understanding and patience on this matter. Please note this only affects NCL database information, meaning member profile information, philanthropy information, member hours, philanthropy funds. It does not affect Dot Net Nuke processes like calendar, website text, website articles, and anything that relates to posting items or content to the website itself. Please contact me if you have any questions. -Amy Jaramillo ajaramillo@icspot.com
9/23/2009	SEPTEMBER 23, 2009 @ 8pm - 9pm (Pacific Time) SERVER MAINTENANCE Between 8pm and 9pm PST the database server will be undergoing maintenance and may be unavailable.
9/21/2009	PDF directory with Photos: For Chapter Administrators ONLY, the member directory in the member roster now has the option to check a box to select the "New Member Directory With Photos". This file tends to be rather large, depending on how many images there are. Only patronesses images appear. Most chapters have photos that have both the patroness and ticktocker, so this format works for most. The directory with photos displays one row per family, 4 rows per page. Administrators are encouraged to generate this file, then post it on one of their member pages, or in the file library if they want members to access the file. Members can still generate PDF directories without images. The directory with photos is only available to Chapter Administrator roles.
9/21/2009	Updated Patroness Email Tool: The new version of the Patroness Email Tool allows you to see the names and email addresses of the people that you have chosen and allows you to use a checkbox method to remove names from the selected list, if necessary. The attachments now allow uploads of files with spaces in the file name. Most common allowed file types to upload and attach to the message are JPG, PDF, DOC, DOCX, XLS, XLSX. The module now has an error-checking script that allows the message to be sent even if there is a bad email address in the mix. Previously, your message may not have gotten to all of the recipients because once the program detected a bad address, the rest of the email addresses in line after the bad one never received the message. This has now been corrected. The tool now selects Email to Selected Users as the default. Previously, the default was set to Test To Myself.
9/21/2009	Elect to not allow users to upload photos: If your chapter does not want to allow members to be able to upload their own photos, please let c.Spot InterWorks know (info@icspot.com). We must receive notice from your chapter administrator regarding your chapter's wish to remove permissions from members to upload their own profile photos. It is not something that chapter administrators can do themselves. The task can only be performed by c.Spot InterWorks. Administrators will still be able to upload profile photos. Profile photos will still be viewable by all.
9/21/2009	EDIT USERNAME: You and your members are now free to edit their usernames! When you or your members go to their profile, next to username, there is a link to be able to change it. The username must be a minimum of 8 characters and may contain periods, spaces, hyphens, underscores, and apostrophes. If you are logged in and you are changing your own username, you will immediately be prompted to log out and log back in with your new username. A confirmation email will be sent to your email address on file reminding you of your new username and password so that you do not forget. If you do forget your password, you must contact your chapter administrator or NCL Inc. Headquarters. As administrator, if you change someone else's username, then you will not be prompted to log out. A confirmation email will be sent to that user with their new username and password upon an administrator changing someone else's username. If you are adding a new member, you can choose to create a username or leave it blank. If you leave the username blank, the username will automatically be generated in the format of "Firstname.Lastname@mychapter.org".
7/29/2009	Added Patroness Email Tool: Patronesses (and Administrators) can use this tool to send mail to each other.  Patronesses can filter the list of recipients.  Patronesses can compose and send the email directly from within the website page.  Patronesses can attach documents to the email.  When a patroness is logged in, she can go to Patroness > Send Email.  The Send Email page has filtering options.  Select the types of members you want to send a message to. Click Find Email Addresses button.  The page will refresh and you will see the email message editor.  The email addresses selected will already appear in the email address area. Click within the email address box to add any additional email addresses singly.  Enter a subject for the email.  Type your message into the text editor.  Upload any attachments.  Select “Email to Selected Users”.  Click the Send Email button.  The page will then refresh and confirm that the message has been sent.  This tool does not have an email archive or a section that stores sent emails.  I recommend that you include yourself on the email recipient listing so that you retain a copy of the message sent.  You can include an unlimited number of email addresses in the recipients box.  The tool is programmed to send the messages in batches of 200.  The recipients are always BCC’d (a.k.a. “Blind-Carbon-Copy”, which means that the message is NOT personalized with their name at the beginning of the message and they are not able to see any of the other email addresses that the message was sent to.) After you have clicked the “Send Email” button please be patient and wait until the page refreshes to show a message that has confirmed that your message has been sent.  Try not to click away from this page while this process occurs.  The Patroness logged in who composes the email becomes the sender.  Therefore, the message will appear in the recipient’s email inbox as if the message was sent from patroness@her-email-address.com .
7/29/2009	Released: Member Directory PDF (Version 1.0): Members are listed alphabetically by Patroness, her Ticktockers are listed underneath her within the same cell on the grid The directory lists all Active, Provisional, and Sustainer members.  Does not list Former Patronesses or Former Ticktockers Patroness data includes: Member Type, Member Sub-Class, husband name, email address, address, phone, neighborhood Ticktocker data includes: Grad Year, contact information (only if different from the Patroness), Member type, Member Sub-Class, school name Ability to select either 2 rows of listings per page or 3 rows of listings per page Go to My Membership > Member Roster. Under the search options filters and under Add New Member, you will see the link to download the member directory in a PDF. All logged in members have the ability to generate this PDF. You have the option of selecting 3 rows per page or 2 rows per page. As you collect more information per member, each listing can become rather long. For now, 3 rows per page is sufficient, but as your members enter more information, you may want to try 2 rows per page to easily view all the information per family listing.
6/30/2009	Member Search, Special Filter Options, Current Board of Directors: We have added a filter to the member search to easily find current board members. All members have the ability to use this filter. As chapter administrator, go to reports and use this filter to click Get Member List to list emails, or download an excel report.
6/30/2009	Member Search, Special Filter Options, Patronesses by Ticktocker Grad Year: We have added a filter to find "Patronesses by Ticktocker Grad Year". All members can use the Member Search Special Filter Options to select "Patronesses by Ticktocker Grad Year". As a chapter administrator, go to Reports, select "Patronesses by Ticktocker Grad Year" then click Get Member List, and you will be able to get a listing of emails to all of those names, or download a report.
6/30/2009	Hours Archive: We have created a radio button in Patroness and Ticktocker Philanthropy hours modules. When a patroness or ticktocker goes to report her hours, she can choose to select to view only the current year's hours entries, or all hours entries.
6/30/2009	Philanthropy URL: We have added a field to philanthropy information for philanthropy URL website address.
3/26/2009	Only Former Patronesses and Former Ticktockers are de-activated from the website. De-activation of account will not occur when any of the Member Status fields (transferred, resigned, inactive, deceased) are selected in conjunction with non-former member type.
3/26/2009	Profile can not be saved when Former Patroness/Former Ticktocker is selected WITH Inactive status. The error message states: “Inactive status cannot be used in conjunction with the member type Former Patroness or Former Ticktocker. Inactive status denotes a dues paying Provisional, Active or Sustainer member who is on a temporary leave of absence or a Sustainer Life or Honorary Life member who is no longer active in the Chapter.”
3/26/2009	Profile cannot have a member type Former Patroness WITH a sub class of either Life or Honorary Life. The error message states: “Life or Honorary Life sub class cannot be used in conjunction with the member type Former Patroness. A Life or Honorary Life member is a member of your Chapter for life; therefore, per the Bylaws, the member must be either an Active or Sustainer Patroness.”
3/26/2009	Profile cannot have the member type Active Ticktocker, Provisional Ticktocker or Sustainer Ticktocker WITH the sub class Honorary Life. The error message states: “Honorary Life sub class cannot be used in conjunction with the Provisional, Active or Sustainer Ticktocker member type. Honorary Life members are Past Presidents of your Chapter; therefore, Ticktockers cannot be Honorary Life members.”
3/26/2009	We changed all Member Type Former Patronesses with Honorary Life or Life Member Sub-Class to Member Type Sustainer Patroness.
3/26/2009	As per NCL Inc., we have removed the Graduate sub class. All member profiles with this sub class have been changed to the sub class “No Sub Class Selected”.
3/26/2009	On Administrator's philanthropy page, we have made Patroness Hours, Ticktocker Hours, MD hours, and Value of In-Kind Donations columns not editable (view only). This is because at the end of the year upon the request of NCL National Inc., we will run a script to total all of these fields based on the sum of your member's individual entries. You do not have to do the work of totaling and entering these fields on the Philanthropy screen.
3/26/2009	Please notify your members that on their philanthropy hours entry form, we have removed the "Funds Donated" field and replaced it with "Value of in-kind donations". Definition of Value of In-Kind Donations have been posted next to the field. FUNDS DONATED - money given from the chapter's fund to a specific philanthropy VALUE OF IN-KIND DONATIONS - estimated monetary value of donations given by an individual member to a philanthropy.
3/2/2009	We have combined the Filters with the Activity reports. This should make activity reporting much easier for you!! Go to Reports tab, under Activity Reports, select Filter Members. Select any combination of member type, member sub-class, member sub group or ticktocker grad year that you want. To select mutiple filter selections, CTRL + ALT + click (on a PC). Select your report type and select the date range as normal. Click Run Report. NOTE: If you encounter problems downloading the reports, please make sure that the URL for your reports page is "http://" NOT "https://".
2/26/2009	For members, on individual reports that members can generate, we have included a checkbox asking if they want their report to include entries with 0 hours.
2/26/09	Member search option has been modified. We have noticed that the standard search feature is used more than the search by filters, so we have made the standard search method the default. You can still access the filters to search for the members by clicking on the "Show Filter Options" link in the search member module. This will toggle the search method between standard search and filtered search.
2/26/09	As requested by National, we have removed the delete member feature. By now, your membership roster has been cleaned up and your members are organized. If a member becomes inactive, deceased, transferred, or resigned, set the member's type to "former" and set the status to one of these options instead of deleting the member. If there is a need for you to delete, please contact NCL National or c:Spot Interworks and we will be able to delete the member for you. The only reason you would need to delete a member is if there is a duplicate or if there is a mistake.
1/31/2009	We have added the option to download Microsoft Excel Reports (instead of downloading CSV reports) on the following pages: Board of Directors Philanthropy Activity Report League Activity Reports Membership Report Individual Member Reports
1/19/2009	We have updated our "How-to" guide for using Philanthropy reports. Use this guide as a tool for you to get the most out of your reports. It will show you how to sort and subtotal philanthropy hours data. This newer version of the form reflects the process while using Microsoft Office Excel 2007 with Vista. Newer screenshots reflect the new columns we have added to the reports. Click here to download the PDF.
1/19/2009	In Member Profile, we have added a listing of the member's current and previous board titles/positions. These board titles are derived from the Chapter Board page.
1/19/2009	Added the ability for members to upload a photo within their member profile. Other members can view the photo in the profile view
12/10/2008	Create a member report that lists patroness contact information with the names of their associated ticktockers. Go to Reports tab, under Filtered Membership Lists and Reports, see the first pull down menu that says "Report Type". Select Patroness/Ticktocker report. The ticktockers names and grad year appear indented underneath the Patroness's names.
12/10/2008	Calendar Philanthropy sign-ups - We have created a module that shows events with enrollments. It shows the max capacity of the event, how many people have signed up for the event, and any member can view who has signed up for that event. Also any member can use the drop-down menu within this module to see which events a specific person has enrolled for. A person can view their own enrolled events.
12/10/2008	Chapter Board Report- We have created a report (within the Chapter Board page) that allows members to select a year and download a list of the year's board positions, complete with names and contact information for each position.
11/21/2008	Error Fixed: "There was an error adding the member: Incorrect syntax near '@sorority'." You may now add members without experiencing this error.
11/16/2008	Addition of "sorority", "hobbies", "other affiliations", and "region" to the member profile. These items also appear as columns in the excel member reports so that you can sort by each category.
11/16/2008	Removed "Membership Reports" section from current "Reports" module (under "Activity Reports"). This was an old feature, was redundant, and exported old status information. It has been replaced by the Filtered Membership Lists and Reports" module that relates to the new "Member Types" status information.
11/16/2008	Philanthropy page - we have created another numerical column to the right of Funds Donated called "Value of In-Kind Donations". According to National, please enter the dollar value of donations donated by members in this column. This is different from "Funds Donated". "Funds Donated" specifically means the funds that have been given as donations from the Chapter's account, NOT from individual members.
11/16/2008	On reports/roster, on filters, when one clicks on HS grad year, then clicks "Filter" or "Get Member List", the last names are now in alpha order.
11/3/2008	Created a new field that only appears in the ticktocker profiles for Maiden name. It also appears as column on reports for sorting.
11/3/2008	When a user is set to "Former Patroness", "Former Ticktocker", "resigned", "deceased", "transferred", or "inactive", then auto-emails cease.
11/3/2008	We have automated the system so that members who are set as "Former Patroness", "Former Ticktocker", "resigned", "deceased", "transferred", or "inactive" are also set to "UnAuthorize" in the DNN profile so that they can not log onto the site anymore
10/6/2008	on philanthropy hours report and league hours report, added member type, member status, member sub class columns.
10/6/2008	member report, members with Membership Type "Former..." show up blank in the member type column, and Life shows as "graduate". FIXED.
10/4/2008	When a user is set to deleted, she does not show up on the "get member list" or downloaded spreadsheets.
10/4/2008	on member profile "view" from non-admin, member types fields have been added, removed board title and office, added "member added date" that shows "created_date" from the database records, added "school name".
10/4/2008	on reports, filters, if status=none (meaning = active), then deleted members should not show up on "get member list"