Groupable Release Notes

Release Notes

October 2026

Deployed Updates & Instructions:

Locals Can Manage Their Own Stated Communications

posted: 2026-10-04

Grand Bodies can now let their local secretaries keep their own stated communications schedule. Once your Grand Body opts in, a secretary sets the week, day, time and months the local meets on the Info/Officers page, and the meetings appear on the local's Connect calendar within the hour. A local that is dark in the summer can say so with one schedule, such as January through June and September through December. To opt in, ask support to turn this on for your local secretaries.

Step-by-step: How to update your Stated Communications schedule

Labels: Addresses As Of the Date Your Mail Arrives

posted: 2026-10-04

When you print labels or envelopes, check Use Address As Of Date and enter the date the mail will arrive. Members with a seasonal (snowbird) address get the address that applies on that date, so a mailing prepared before a season change goes to the right house. Leave it unchecked to use today's addresses. It works from the Mail Room's Labels and Envelopes and from the Labels, Envelopes, Mail Merge, and Export shortcut on a local's page.

Financials: Change a Deposit's Bank Account

posted: 2026-10-04

Every deposit and expense now belongs to a bank account, and online payments go to your local's default account automatically. If a deposit landed on the wrong account, open the deposit and click the edit pencil (Change Bank Account). There's no need to cancel and redo it. Payment History now shows each deposit's account name.

AMAR: End of Year Roster

posted: 2026-10-04

On a return period, the AMAR summary card has an End of Year Roster download: an Excel roster for that period with each member's local, district, member number, name, type, status, years in good standing, address, email and phones.

MIP: Full Member Details on Certificates of Good Standing · Beta

posted: 2026-10-04

A certificate of good standing you receive through MIP now shows everything the other organization sent, laid out like a member profile: name and contact details side by side, then affiliations and life-cycle events when they were included.

September 2026

Deployed Updates & Instructions:

Member Interchange Protocol (MIP): September Updates

posted: 2026-09-11

MIP had its biggest month yet. The dashboard is redesigned around what you need to do (Action Required, Waiting on Others, Done) instead of which direction the request came from. A unified MIP Nodes table replaces Connected Groups and shows every node your organization knows about in the network, including nodes discovered through trusted connections that you haven't connected to yet. Members can now see when their information was shared through MIP, which is the first member-facing surface. A data protection layer adds GDPR compliance contacts, processing chain declarations, and a provenance report.

MIP is in Beta: it is on and in testing for select Grand Lodges. Questions: support@groupable.com. Knowledge article: Member Interchange Protocol (MIP).

Financials 2.1: Fund Accounting, Multiple Bank Accounts, and More

posted: 2026-09-02

The biggest upgrade yet to your Financials tools. Fund accounting, multiple bank accounts per local, bank account transfers, disbursement attachments, emailed receipts, a Profit & Loss report, and starting balance protection. Nothing changes for your current workflow -- the new capabilities are there when you're ready. A follow-up deploy on September 9 added reports by fund, an Add Payment button, and clearer account names in payment history.

Full details and step-by-step guides: Financials 2.1: Fund Accounting, Multiple Bank Accounts, and More

Legacy Screens Retired: What This Means for You

posted: 2026-09-09

The screens marked Legacy in the menus have carried that label for about a year, and the time has come. With the September releases, the classic Labels / Emails screen is retired, and the reports that used to open the classic system inside Groupable are now Groupable reports. Nothing about your data changed; only the screen you use to reach it.

What this means for you:

• Parent group, district, and region users: email, labels, envelopes, and exports now live in the Mail Room, under Mailing. Build your audience on its tabs, then choose Email or Labels and Envelopes. Guide: Mail Room: Emails, Labels, and Exports for Group, District, and Region Users.
• Local secretaries: the fastest path is the Labels, Envelopes, Mail Merge, and Export shortcut on your local's Overview page, three clicks from who to print. Email Members sits beside it. Guide: Labels, Envelopes, Mail Merge, and Export Shortcut.
• Reports: the rebuilt reports are listed under Reports Rebuilt as Groupable Reports below. A legacy report you open from an old bookmark shows a retired notice and is kept for reference by support.
• Mailing lists: the legacy mailing list screen stays for now; the new Mailing Lists page under Mailing is the one to learn.

Every email, label, and mailing list guide is gathered on one page: Emails, Labels, and Mailing Lists: Start Here. If you would rather be shown than read, Office Hours and the September training sessions walk through it live.

Reports Rebuilt as Groupable Reports

posted: 2026-09-09

A number of reports that used to open the classic legacy system inside Groupable have been rebuilt as Groupable reports, and most of them are now available to every parent group. If your organization joined recently, some of these will be new to you. Find them under Reports.

• Member Gain/Loss. Region, district, and local users can now run it for their own area. It used to be available at the parent group level only.
• Member Events By Quarters, with counts by local and by district across trailing calendar quarters.
• One Day Class Outcomes, for jurisdictions that use the One Day Classes module. Per-class counts and the current status of everyone who attended as a candidate in a date range.
• Life Membership By Local, with an Excel export. Large runs are delivered through My Downloads. Shows for organizations with life membership tracking turned on.
• Building Associations, with addresses, EIN, and tenants, for organizations with building association tracking turned on.
• Event Gap Report, listing members who have one event but are missing the next, such as elected but not initiated or passed but not raised.
• Geography Statistics now includes breakdowns by state and by country.
• Consolidated 990 Financial Reports, turned on per parent group on request.

Parent Group Roster

posted: 2026-09-09

The printed roster book has been rebuilt. Parent group administrators manage it from a Roster page under Administration: upload your organization's seal, set the title, notice, and owner lines, rename the sections, choose whether to print preferred names, and drag sections into the order you want. Pick the trim size when you print: pocket (3.5 by 6 inches), small booklet (5.5 by 8.5 inches), or medium booklet (about 6 by 8.5 inches). The PDF is under Reports.

Dues Card Vendor Export

posted: 2026-09-09

Parent group users who can print dues cards can now export dues card data as a CSV file from the dues card print form, ready to send to your card vendor. Jurisdictions that already had a vendor layout in the classic system keep it; everyone else gets the standard layout.

Connect

posted: 2026-09-09

Legal Names Stay With the Secretary
Members can no longer change their own legal name from Connect. A name change goes through the local secretary, so the membership record and the name shown in Connect stay the same.

Connect on Phones
The Connect header now fits on a phone screen.

Connect: Embeddable Pages
Your organization can now whitelist external hosts that are allowed to embed your public Connect pages in an iframe. This supports jurisdictions that want to show their Connect content on their main organizational website. Ask support to configure the allowed hosts.

Mailing Lists and the Communications Tab

posted: 2026-09-03

Mailing Lists
Local secretaries can build mailing lists in Groupable. Create a list under the Mailing menu, add people by name, and reuse it whenever you email or print labels. Inactive and deceased members stay on a list but never receive mailings. When you send email or print labels from the local page, pick a mailing list instead of checking affiliation types.

Communications Tab
Every local page has a new Communications tab, right after Overview. It shows how many of your members have an email address, a cell phone, and a good mailing address, plus your recent emails, your mailing lists, recent Connect posts, and upcoming events, all in one place.

Mail Room for District and Region Officers
District and region officers can now use the Mail Room to build mailing audiences, as long as their role includes the audience builder permission. Everything they see and select is limited to their own district or region.

Guides:

Mail Room: Emails, Labels, and Exports for Group, District, and Region Users
Emails, Labels, and Mailing Lists: Start Here

Find Members and Groups Faster

posted: 2026-09-03

Search Suggestions in M2
Type three or more characters in the search box at the top of M2 and suggestions appear as you type: members first, then locals, districts, and regions matched on name, number, or abbreviation. Local suggestions now show the city, which helps when several locals share a name. Use the arrow keys or the mouse to pick one, or press Enter to run the full search. Use quotes to search for names that start with a short prefix and a space, like "de Sil" for de Silva or "Mc Don" for McDonald.

Find a Group in Connect
Type two or more characters in the Find a group box in Connect and matching groups appear, matched on name, group number, city, or district abbreviation. It works before you log in. Each result shows the group's kind, city, district, and region, and your own groups are marked Member or Following.

Member Search in Connect, and Address Privacy
Members can now look up other members of their own local from the Connect search box and open a member page that shows only what that member has chosen to share: name, photo, phone, email, and/or address. A member can hide any of this content from the directory. Searching matches names only. A member who hides their name in Connect doesn't appear in results. Open your own page to see exactly what others see.
Privacy settings gained a Show My Address option. It's off for all existing members until they turn it on. Your organization can ask support to turn member search off entirely, or to widen it to every member of the organization.

Guide:

06 - Understanding Connect Privacy Settings

Also in September

posted: 2026-09-03

Raiser: Membership Status on Donor Pages
Donor pages in Raiser now show the person's membership status for each of your groups, so you can tell at a glance whether a donor is active, suspended, or deceased without leaving Raiser. The "View in M2" link in the header works again.

My Downloads Refreshes Itself
While a report is generating, the My Downloads page updates on its own. No more reloading to see whether it's ready.

Bug Fixes
The Sort control on Labels / Envelopes now sorts across the entire audience instead of resetting every 50 members. Sorting also works across multiple searches and officer duplicate copies. The Excel mail merge export is fixed as well.
Fund ledgers list the starting balance first and keep transactions in order, so the running balance reads correctly.
Tables without paging no longer hide rows past the first ten.
Certificate of Election tables at the district and parent group level have a Print button, and officer names in the current officers column are links.
Disbursement vouchers put the payee and the address on separate lines.
The inactive locals table shows each local's status and links to the successor local after a merger or consolidation.
Printed member profiles group contacts by type (residential, correspondence, and so on), matching the screen.
The Stripe signup form labeled the State field "City". Fixed.
The Request Dues Card button appears only for users with secretary-level write permission, and only for members whose affiliation type is eligible for a card.

August 2026

Deployed Updates:

Military Service Report
A new Military Service Report lists members' recorded military service. Locals see their own members. Jurisdiction users can filter by region and district, and the report waits for your filters before it runs. Find it under Reports.

Raised / Affiliated Report Retired
The legacy Raised / Affiliated report has been retired. Its row on the reports page now opens the Member Events by Locals report, which covers the same information.

Bug Fixes
Connect districts named by number ("District 01") now get web addresses.
Opening a modal no longer jumps the page to the top.

Coming Soon:

Complete port of all classic MORI screens.

Guides:

01 - Introduction to Groupable|Connect
02 - How to Log In to Connect
03 - How to Set Up Your Connect Profile
04 - How to Navigate Connect
05 - Your Connect Home Feed
06 - Understanding Connect Privacy Settings
07 - Contact Preferences
08 - How to Edit Your Profile Information
Posts
Comments
20 - How to View Upcoming Events
22 - How to RSVP to an Event
How to Pay Dues Online
53 - How to View a Connect Group
54 - Connect Group Banners User Guide

July 2026

Deployed Updates & Instructions (with hyperlinks):

One Day Classes

posted: 2026-07-24

Jurisdictions that hold one-day degree classes now have a dedicated module for managing them. Set up a class by defining which degrees will be conferred, then check candidate eligibility, build the roster, and generate a PDF for the day of the event. After the class, reconcile who received their degrees, and the candidate events are created automatically.

The module is available on request. Contact support to have it enabled for your jurisdiction.

Step-by-step guide: One Day Classes User Guide

Connect Group Banners

posted: 2026-07-24

Connect groups can now display a custom banner image at the top of their page. Your webmaster has a banner gallery where they can upload their own images or pick from a set of premade options. Banners resize properly across devices.

Step-by-step guide: Connect Group Banners User Guide

Connect File Sharing

posted: 2026-07-24

Files attached to Connect content can now be shared via a link that checks the recipient’s access before serving the file. Shared links respect group permissions, so forwarding a URL doesn’t bypass access controls.

Store

posted: 2026-07-24

The new Store module manages merchandise, dues supplies, and other physical goods through Groupable. Build a product catalog organized by category, take orders on behalf of locals, members, or walk-in customers, track fulfillment, generate invoices, record payments, and run sales and receivables reports. Payments are automatically applied to the oldest open invoices. Illinois is the first jurisdiction using it, with broader availability coming as the rollout continues. If your jurisdiction sells supplies or merchandise and you’re interested, contact support.

Step-by-step guide: Groupable Store User Guide

Member Contact Preferences

posted: 2026-07-24

Admins can now view and edit a member’s Connect contact preferences directly from the member profile, without navigating into Connect separately.

Role Assignability

posted: 2026-07-24

The admin UI for user role definitions now shows which subordinate roles a given role is allowed to assign. This was previously only configurable in the backend.

Currency Fields

posted: 2026-07-24

Currency input fields now display values pre-formatted with commas and decimal places when a form loads, instead of showing the raw number.

Bug Fixes

posted: 2026-07-24

• Modals no longer lock the page scroll position on long pages.
• Form controls display correctly on small screens.
• File attachment tiles truncate long filenames instead of breaking the layout.

June 2026

Deployed Updates & Instructions (with hyperlinks):

Instructions:

Setting / Updating Your Group's Contact Information

May 2026

Deployed Updates & Instructions (with hyperlinks):

To Dos (1.0)

You can now create tasks, assign them to Locals, and track their status as new, in progress, or complete. Overdue tasks surface automatically. This is the 1.0 release with a limited feature set. Email reminders, individual assignments, and roll-up reporting are on the roadmap.

Find it in the main navigation under To Dos.

Inbox · Beta

The Inbox module is in active Beta with select customers. This month, the Beta cohort picked up:

• A parent-group dashboard showing ticket volume, status mix, and activity charts, with tables broken down by subordinate group.
• Per-officer email notifications when a new ticket comes in, scoped to the exact group the ticket belongs to.
• Automatic reply-by-email threading. Replies to ticket notification emails thread back into the right ticket, no login needed.
• Capture of replies to closed tickets. When someone replies to a resolved or closed ticket, the response is captured and reopens the ticket rather than getting lost.
• A "My Requests" view so submitters can see their own tickets in one place.
• An active-ticket badge on the shortcuts bar at every group level, so you can see at a glance when something is waiting.
• Visual polish across the ticket workspace: browser-style tabs, colored thread accent bars, active-first defaults, and tighter table spacing.

Want your organization in the Beta? Contact support.

Connect: Centered Reading Layout

Connect pages now use a centered, max-width reading layout with framed gutters. Long lines of text no longer stretch across the full browser window. Easier on the eyes for News Posts, calendar entries, and group pages.

Expanded User Menu

The user menu at the top right now includes cross-module links, so you can jump between modules without backing out to the home page. Some items open in a new tab where that makes more sense than navigating away.

Larger Base Font

Base text size across M2 increased from 14px to 16px. Lists, reports, and forms are easier to read and fill out.

Bug Fixes

• Fixed a bug that could create duplicate Annual Local Filings, which had inflated payment totals on a small number of records.
• Endowment records now reassign correctly to the surviving member when two duplicate members are merged.

April 2026:

Deployed Updates & Instructions (with hyperlinks):

Here's what shipped this month: two new modules and a handful of quality-of-life improvements and fixes.

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What's New or Coming Soon

Credentials Tracking Module (live now)

Organizations that manage attendance at official events — grand body sessions, credentialed meetings, and similar gatherings — now have a dedicated in-app Credentials module.

• Define which offices need to be represented for a given event
• Check members in on arrival and record the office they hold
• Log proxy assignments when a member cannot attend
• Monitor a live report showing check-in status, proxy coverage, and seat assignments by local, with drill-down to individual unit detail

Credentials is available on request. Contact support@groupable.com to have it enabled for your organization.

Inbox (coming soon)

Groupable Inbox is a single, shared space where your entire officer team can stay on top of lodge business together. No more important messages buried in a personal email account or missed when a key officer is unavailable. Every conversation, update, and communication lives in one place, visible to the right people and ready when you need it.

We'll be covering Inbox in an upcoming session — stay tuned for details, videos, and Knowledge Articles.

Friendly Web Addresses (live now)

Groups can now have a short, memorable web address (for example, /g/your-group-name). Subdomains are also supported. Webmasters can manage these "web slugs" through the Connect Admin panel.

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General Improvements

• Date picker — Selecting dates throughout the app now uses an improved, easier-to-use control
• Table search — Search boxes above data tables have cleaner styling and more consistent behavior
• Long search queries — Very long search phrases no longer trigger an error
• Dues cards — The member eligibility list for dues cards has been corrected

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Fixes

• Connect photo albums — Photos are preserved if the album form hits a validation error
• Connect contact preferences — The form now requires a properly formatted email address before saving
• Connect file sharing — An error occurring when a shared file had no access level has been resolved
• Administrator login — Admin accounts not linked to a member record have been updated

New/Updated Help Articles:

March 2026:

Deployed Updates & Instructions (with hyperlinks):

• Print Dues Cards (NEW): ensure all new and restored affiliations and memberships are included in the "add to queue by New Affiliations".
• Bug fixes: misc bug bash days 3/2/26-3/4/26; server maintenance 03/08/26
• Group Users: Emails / Labels (New): The new Group User mailroom is on the menu. This effectively replaces the classic java mailroom (use of the java mailroom).
• Background Download: When downloading large exports, the export will process in the background to ensure success.
• Member Interchange Protocol (MIP): The MIP system enables secure communication and data exchange between connected jurisdictions. Ready to get started today? Email us at support@groupable.com to set up your Grand Office.
• Sharing Your Member Status from Connect QR Code: Your members can log in to Connect and Share their Active Member Status via QR code. Coming next for Status Check/Meeting: meeting attendance.
• groupable|solo: modifications to the member timeline event copy.
• Weekly Member Updates email copy: modify Dues Owed copy to remove duplicate phrasing.
• Jpn: "stated communications" update to translation
• Emails: prevent duplicate emails from being delivered to the sender (cc'd) when they're also in the recipient audience.

New/Updated Help Articles:

• Group Users: Emails / Labels (New)
• My Downloads Screen
• Sharing Your Member Status from Connect QR Code
• Member Interchange Protocol (MIP)

February 2026:

Deployed Updates & Instructions (with hyperlinks):

• Labels / Emails: New: (Group Users): The new Group User mailroom is on the menu. This effectively replaces the classic java mailroom (use of the java mailroom).
• Member Interchange Protocol (MIP): The MIP system enables secure communication and data exchange between connected jurisdictions.
• Add Birthday Report and YGS / Anniversary Report with exports including Export Labels.
• Update the Weekly Member Update email to remove information about setting up Stripe Accounts - replace "Pay my Dues" with "View my Dues" when a local group doesn't have a Stripe Merchant account. Next to come: via the "View my Dues" link to Connect, display a PDF representation of the member dues notices for printing and mailing a check.
• Bug fix: editing Officers 2/4/26
• Add "Nickname" field to Member Record. Include add/edit of Nickname on Edit Member Info, Edit Bio Info, and Add a Contact screens.
• Misc. Bug Fixes.
• Enhance Contact Info Reports with GL#, contact details, and Add-to-Audience button (Members Missing Cell Phone, Officers with Bad Address, etc).
• Cleanup: Complete replacement of "Member Type" with "Dues Category" in all screens.
• Report Added: Bulk Email Address Lookup Report tool (group users only) [navigation: Reports > Bulk Email Address Lookup Tool].
• Configuration of Info/Officers - Edit Officers screen. When enabled, localSecretary can directly update the current officers for their local (elected and/or appointed officers). By default these are turned OFF. Must be enabled by Parent Group Admin on request.
• Beta: Import Tool for Single Local Groups.

New/Updated Help Articles:

• Stripe Accounts: Managing Your Stripe Email Notifications (updated Stripe links and Stripe Settings screenshots)
• Member Interchange Protocol (MIP)
• Manual: Masonic Anniversary (Raised Month) Report
• Manual: Birthday Reports by Month
• Managing Local "Financial Files" and Folders
• Manage Local "Private Files" and Folders
• Stripe Account Setup & Management FAQ
• Stripe Manual: Update existing bank account information
• Invalid Login / Password Recovery Errors

January 2026:

Groupable|Live! Training Schedule

Deployed Updates & Instructions (with hyperlinks):

• Only include active affiliations on the Local Roster Report and Local Contact List.
• Bug fix: prevent the deletion of attachments for selected emails.
• Bug fix: display the print dues notice "members who owe dues" print option.
• Enhanced Help Widget with suggestions.
• Prevent a new Income Account with the name of "Dues" (prevent Dues from being recorded on a new non-system DUES account).
• Ongoing replacement of the phrase "Member Type" with the new phrase "Dues Category" throughout the app. If you see Member Type, this = Dues Category.
• Add setting: turn on "create account" invitations for any office.
  • When enabled for an office in your jurisdiction, when a new officer is added (and their member record contains an email address and they don't already have a groupable user account), the individual will receive an automatic email invitation to create their groupable account.

New/Updated Help Articles:

• Waive/Remit a Member's Dues
• Configure Dues Notice
• FAQ: Why is a member/ address not printed on labels/envelopes?
• FAQ: How do I Make a New Contact a Full Member?
• AMAR: My starting number doesn't match last AMAR's ending number
• Manual: Birthday Reports by Month
• Manual: Masonic Anniversary (Raised Month) Report
• Manual: Status Checker
• Update the District for Any Local
• Groupable Help Widget
• Connect: Contact Us Form
• Manual: Edit Offices Held Dates for a Member
• Stripe Accounts: Managing Team Members, Transferring Account Ownership
• FAQ: Preparing for a New Secretary

December 2025:

Updated December/January Live Training Calendar

Deployed Updates & Instructions (with hyperlinks):

• Update "Member Dues Type" and "Member Type" language for consistency: "Dues Category"
• Dues Notice PDF Redesign: include Japanese character support in PDFs; more accurate preview and formatting enhancements to prevent address window encroachment. <<Bug fix completed for spacing of Solicitations>>
• Menu Terminology: Replace "Dprctd" with "Legacy" for Classic MORI Java screens. What Does "Legacy" mean?
• Advanced Audience: Bulk Email: Improve the language on the interstitial page when there are non-emailable people left over.
  • Choice 1: Produce Labels/Envelopes for non-emailable people.
  • Choice 2: Clear the Audience.
• Adding Officer at Group Level: Restore the ability to set the foreign related group for offices like Grand Representatives.
• Print Group Roster enhancements:
  • When Officer has Correspondence Address: Display Residential Email/Cell Phone when Correspondence Address has a blank email or phone number.
  • Grand Representatives: display Related Group name.
  • Control Group Officers with "show on roster" True/False.
• Certificate of Elections:
  • Change date tolerance gap between Election and Installation Dates: Had been 180 days; changed to 225 days allowed between Election and Installation Dates.
  • Allow Local Read-Write Users to edit a New Certificate of Election (only when status = NEW) to fix errors.
• Bug Fix / Enhancements to Advanced Audience Builder:
  • "Life Cycle Events" - make event search an OR (ie: having any event selected is a match. Prior version required a member to have ALL events on a member timeline in order to show up in a search result.)
  • Remove standard table export buttons to redirect users to Audience Export Buttons
  • Change Results Preview Label: "RESULTS" is now "PREVIEW" for clarity
• Email Attachments: set email attachments to NOT expire (updated 12/25/25 from temporary 6 days 23 hours expiration)

New Help Articles:

• Stripe Payouts: Update Payout Schedule (to solve the question "Why hasn't our local group received monies in the bank from our Stripe Payments yet?")
• Stripe Accounts: Bank Reconciliation with Your Treasurer
• FAQ: What Happens to Our Local Data in a Merger or Consolidation?
• AMAR: My starting number doesn't match last AMAR's ending number
• Connect: Creating a News Post
• Connect: How to RSVP for an Event
• Inviting a User to Groupable
• Creating Your Groupable Account
• Logging in to groupable for the first time
• Invalid Login / Password Recovery Errors
• Getting a Second Groupable Account for a Second Membership
• Groupable|Connect Websites
• Groupable|Connect Webmasters
• Printing a Single Label/Envelope

November 2025:

Deployed Updates & Instructions (hyperlinks):

• Manage Local "Financial Files" and Folders:
  • For your Bank Statements & Annual Financial Audits
• Manage Local "Private Files" and Folders:
  • For your IRS EIN Documentation, Annual 990 IRS Returns, Annual Insurance Policy Documents
• Updates / Enhancements to Quick Email and Labels
  • Local User:
    • Email: Quick Single Member / Members Email from Local Overview screen
    • Labels/Envelopes: Quick Single Member / Members Labels/Envelopes from Local Overview screen
• Display Local Group Emails to Local Users (Local Group Overview; Member Records)

New Help Articles:

• Member Types (update Dues Rate for a New Year)
• Email Members Shortcut (Manual and Instructions)
• Labels, Envelopes, Mail Merge, and Export Shortcut (Manual and Instructions)
• Advanced Audience Builder (Manual and Instructions)

October 2025:

Deployed Updates & Instructions (hyperlinks):

• Local User:
  • Email: Quick Single Member / Members Email from Local Overview screen
  • Labels/Envelopes: Quick Single Member / Members Labels/Envelopes from Local Overview screen
  • Updated Shortcuts in Overview screen;

• Addition of Shortcuts to Finances and Dues & Arrears.
  • Finances:

• Dues & Arrears:

• Member Record: "Add Alternative Contact" to member record Contact Information (In Case of Emergency, Next-of-Kin, family member or other person)
• Connect: Past Officers hidden from guest website visitors; Current Officers always prompts to log in to see all officers
• Connect: Add a Page "public" or "logged in" visibility options: Instructions
• Automatic "Resend Welcome Email" when a member hasn't activated their user account and requests Password Reset Email.

September 2025:

Deployed:

• New Report: Affiliations by Local by Level Report (Primary Affiliation Count by local)
• End of Year Processes: help users through local end of year process.
• AMARs: Always use background jobs to update AMARs in bulk.
• Member Life Cycle Events (Timeline): detailed show view.

August 2025:

Deployed:

• Connect: Add attendance count to calendar event preview
• Misc small enhancements and bug fixes
• Add "Set Primary" affiliation to timeline, calculate Primary affiliation overnight.
• Update Invalid Primary report
• AMAR Update: tweaks to review results and improve accuracy in edge cases
• Include/Exclude "key line" when printing addresses on labels/emails

Help Center:

• Connect: Add Payments & RSVP details for Calendar Events

July 2025:

Help Center:

• Create a Contact List, Birthday List, or YGS List Report using the Audience Builder
• Get the Groupable|Connect Web App on your phone
• Local Info/Officers screen (including how to update the Stated Meetings/Communications/calendar generation)

Deployed:

• AMARs: Account for losses and gains done in plural locals that effect local membership.
• Event Payments: Groupable|Connect Pay for Calendar Events
• Groupable|Connect Web App updates (Progressive Web App)
  • Menu Icons, login experience
• Audience Builder > SELECTION/ADD TO BUFFER
  • Local users: Select individual members/contacts
    • Active members alphabetically
    • Inactive but alive members (NPD, demitted, etc) alphabetically
    • Non-members (FC, EA, Candidates, Widows, Contacts) alphabetically
  • Add by Awards
  • Add by Subscription
  • Add by a specific Committee
  • Add Additional Users by Role (local, district, region, group)
  • Add by Office History for all consolidated locals, current local
  • Add by Certifications
  • Delete shared search limited to owner of shared search
  • Multi-select for custom properties (veterans, etc)
  • ADD TO AUDIENCE BUTTON:
    • from Local Officer History Report (@ Info/Officers screen)
    • from Event Reports
    • Nav: Add button to upper right of screen when the person has a special audience.
  • Searches:
    • Saves Searches: only deletable by a group read-write user or the owner.
    • Add job to remove unsaved searches more than 10 days old.
• Audience Builder Outputs & Exports
  • Settings:
  • Types of Audience Outputs
    • Email
    • Labels & Envelopes
      • Envelopes: add your Return Address lines
    • Create Report
      • Contact List: include email address, compress postal address into one column
      • Birthday List: list members by birthday and age
      • Years of Good Standing List: list members by full member date and years standing, and full member month
    • Mail Merge Report (xls file that excludes non-mailable records like missing or bad addresses)
    • Export (detailed xls that disregards mailability)
      • Include exportable custom property columns in the xls export file
• Misc bug fixes/refinements
• Search Bar improvements
• Admin User accounts merge feature - Groupable SuperUsers only (eliminating dual accounts when Admin and Member are the same person)

June 2025:

Help Center:

• How to Use the New Search / Audience Builder to send emails or create a Birthday Month Report

Deployed:

• Weekly Member Update Emails: transition to splitting weekly email load to deliver emails seven days a week to improve Gmail deliverability.
• AMAR (Annual Member Activity Report): Improvements and enhancements around recalculations and closing. Allow Admin users to recalculate a Closed AMAR (with confirmation).
• AMAR: Add a comparison of the year-over-year ending member list vs. the starting member list.
• YGS calculation and AMAR Recalculation: Recalculate the individual open AMAR when YGS recalculates.
• Audience Builder / Search / Send Bulk Email: Updates/refinements:
  • Create Report: sort by Last Name, Postal Code, Local, District & Local
    • Contact List
  • Export: Envelopes, Labels, Mail Merge (valid addresses only), Excel Report
  • Screen loads with the Cursor in the Last Name field
  • Group Status: null (all)
  • Local Status: null (all)
  • Email: Auto-CC yourself (When you send an email, it will also send an email to the default email address on your party/member record). (not available for Administrative-only accounts not tied to a membership or party record)
  • Mail Merge file: include Current Office and Office For (local name; district name)
  • Email/export Non-Members: this includes Widows, Donors, Contacts, and others.
• Administrative Accounts: move Admin user accounts to membership-based and party-based user accounts (eliminate two user accounts for one person) contact Sylva at support@groupable.com to consolidate your Administrative accounts.
• Correct Connect Files, Photos, Events, and Posts Visibility label for members only.
• Related Groups: enhance visibility; editability. Fix: Create a new related local screen and set the active status for newly created related locals.
• Assorted Bug fixes and speed optimization enhancements.
• Restore Labels/Emails: District Users
• Connect: light/dark icons for favicon

May 2025:

Deployed:

• Email Attachments: Added to the new Bulk Email from Build Audience. Attachments will be shown to the email recipient as a Download.
• Member Record Contact Addresses: Latitude and Longitude: nightly sync/corrections implemented (feeds the zip code filters in the Audience Builder/Classic Mailroom)
• AMARs: speed optimization; small background enhancements
• Audience Builder: Include Month of Birth (select under Birth Date / Age) and Month of Full Membership (Select under Life Cycle Events) at Group Level
• Bug Fix: fix calendar event exclusion bug, fix upload photo bug, etc
• Connect: Edit Photos - easily manage name, description, delete any photos in Connect - click the pencil on any photo to edit
• Local Info Management: Added secretary management of:
  • Weekly Mailers (Enable/Disable)
  • Dues Information Included in Weekly Mailer (Enable/Disable)
  • Latitude/Longitude edits
  • Contact information edits: phone, fax, website
• Assorted Bug fixes and feature enhancements
• Permissions Rewrite: Bug fixes addressing missing menus and screens. Promptly contact Groupable (support@groupable.com) if you are missing any menus or screens.
• Permissions Rewrite: Backend rewriting of the permissions and access to all screens and feature-gating, including a permissions management user interface available to create and customize new permissions levels (Admin only)
• Reports Menu: The reports menu has been replaced by the "All Reports" page available from the left hand menu as Reports. We have added a category that should match the sub-menu the report appeared under on the old Reports menu. Additionally, the "All Reports" page is searchable from the search box in the upper right corner of the panel.
• "Additional User" Roles: Removes the need for duplicate Administrative User Accounts for individuals with a member record. Ties all user access to existing member records, including Admin accounts, Group, Region, and District access. Manage the "Additional Users" tab from the Group, Region, District "Officers". Learn more about the different permissions tied to each Role.
  • Admin (Group Only)
  • Read Write (all levels)
  • Read Only (all levels)
  • Connect Webmaster (all levels)
  • Raiser Read; Raiser Write; Raiser Admin (when fundraising module is active)
• Admin Users: These should be reviewed by Group Admin User to remove inactive users and transfer all members over to Membership-based user accounts (see: Additional User Roles above). Contact support@groupable.com to schedule a time to review your organization's Admin User Table.
• Audience Builder: The new version, which replaces the Advanced Member Search and the Classic Mailroom, is currently under development. Please try it out for everyday bulk emails, search buffers, labels/envelopes, and mail merges. Attachments have been added.
  • Current limitations:
    • "Save Search" is limited to one search at a time (coming soon: combine multiple search sets into one Saved Search)
    • "Create Report" and "Export" buttons are now operational.

April 2025:

We are pleased to announce our event engine upgrade project is complete. All clients and jurisdictions are now running the updated event engine that processes member events, calculates member statuses, and drives the new and powerful Annual Member Activity Reports (“AMARs”) and Annual Local Filings (“ALFs”) - the combination of AMARs and ALFs was previously called the Annual Returns or Recapitulations.

This is a huge capstone to our long 4.5+ year project, and we can’t be more pleased to share the results with you!

Deployed:

• Shortcuts on the Group, Region, District, and Local Overview Screens
  • Permission-based shortcuts - at all levels of the organization, you can now view shortcuts to actions that your user account can take, based on your permissions.
• Misc bug fixes and behind-the-scenes work.
• Misc Endowments-related updates for some jurisdictions.
• Members Photos Report
  • This report produces a list that can be sorted by member name or lodge name, and it's exportable for any data slicing and dicing via Excel (to filter by local, or get local-by-local counts, etc)
  • The Photo Report is available for Group, District, and Local users.
• Locals > Locals Report: Include County Property
• Reports > Local Officers Report: Add three tabbed lists of active, inactive, and all officers. Include Active/Inactive Group Status (NPD, Deceased, Demitted, etc).
• Bug fix: upload bad photo file formats
• Member Print Profile: remove notes for confidentiality.

March 2025:

Deployed:

• Dual Member Requests (Foreign Pending): Parent Group Management enhancements
• Enhancement of Timeline Chart
• Addition of ALTERNATIVE CONTACT on Member Record:
  • Alternative / Emergency Contact Data - Name, Notes (Relationship) - Address, Cell, Email
  • Instructions to Add Alternate / Emergency Contact
• Sort Contact Information by type: Residential, Work, Shipping, Alternate Mailing Address, Alternative / Emergency Contact
• Speed Groups and Region Dashboard load time, statistics.
• Local Secretaries can *edit timeline notes* in all jurisdictions
• Grand Office can request that Local Secretaries be allowed to *edit timeline dates* (contact Groupable if you would like to discuss this)
• Misc Bug fixes, removal of dead code.
• Enhancements to password reset/recovery process.
• Member Timeline Chart - visual representation of a member timeline and their affiliations
  • The Member Timeline Chart is in testing - our team built the timeline chart to integrate the lodge affiliations table information and the event timeline in a clear visual representation. It is fantastic for troubleshooting complex merger and event timelines and multi-affiliation members.
  • Timeline chart has been updated to merge single-name consolidations into one vertical representative line (2025.03.12).
  • Timeline chart has been removed from view for single-affiliate members (2025.03.13).
  • Timeline chart has an updated clean presentation (2025.03.19)

February 2025:

Deployed:

• Move some hard-coded settings to configuration settings.
• Update Japanese translation
• Misc. Memory and Server optimization
• Update Local Contact List
• Updates to weekly emails

January 2025:

Help Center:

• Groupable|m2:
  • Adding Solicitation / Benevolence Fund Collection for Online Member Donations
  • How to Create an Audience and Send an Email Using Search BETA
  • What is the Groupable Passport App?
• Stripe:
  • YouTube: Stripe Setup Instructions
  • FAQ: Stripe Payment Accounts
  • Stripe Accounts: Bank Reconciliation with Your Treasurer
  • Stripe Accounts: Managing Team Members, Transferring Account Ownership
  • Stripe Accounts: Instructions to Create a Merchant Account to Process Payments
  • Example Letter Offering Online Payment Option
• Groupable|Live! Training Schedule (February 2025)
• Connect:
  • Pay my Dues or Make a Donation Online
  • How to RSVP to an event in Groupable|Connect
  • Create a Calendar Event in Groupable|Connect
  • Using the Member Portal and Public Groupable|Connect Pages: An Overview

Deployed:

• Weekly Member Update emails (weekly on Tuesdays) (FAQ)
• Auto-Generate 25 future calendar events in Groupable|Connect (set time zone in Info/Officers to begin generating events. Edit timezone as necessary)
• Annual Member Activity Report (AMAR) updates:
  • Add "Stats" (Events Missing Event Rules)
  • Add "Ending Affiliation Stats"
  • Add "Return Fees" and "Billing Info" for Default AMAR filings
  • AMAR Menu:
    • Add "Billing Export"
    • Add "Print All" (Print all Default AMAR filings)

December 2024:

Deployed:

• Updated Login Screen with Grand Body Avatar/Seal from Groupable|Connect avatar
• Annual Member Activity Report (AMAR) enhancements
• Member Search (BETA) enhancements
• Stripe Dashboard: Add Recent Receipts Table (90 days of Receipts)
• Search BETA > Create Audience >
  • Send Email
  • Envelopes (complete), Avery Labels (complete, missing label picker), Mail Merge (complete)
• Connect: group role users now have Webmaster permissions at all levels of Connect
• Report Update: Tax ID Report: Local Tax Exempt Status Tracking:
  • Tax ID
  • Legal Name
  • Tax Exempt
    • Yes
    • No
  • Tax Exempt Status
    • Active
    • Inactive
    • Revoked
    • Pending Restoration
  • Tax Exempt Notes
  • Date of Last Tax Filing
  • Tax Filing Year

November 2024:

Deployed:

• Update RSVP process
• Update invoice screen for Connect Pay Dues
• Miscellaneous Bug Fixes for Connect (emails, events, RSVPs, reminders)
• Restore Raiser breadcrumbs

Posted:

• Managing your Stripe Email Notifications
• FAQ: Online Payments Transition to Stripe
• Stripe Merchant Onboarding Instructions

October 2024:

Deployed:

• groupable|connect Stripe Payments (Click here to join zoom support, weekdays 9 a.m. ET - 4:30 p.m. ET)
• groupable|connect for all groups (groupable|connect FAQ)

Posted:

• Groupable|Live! Training Schedule (November & December calendars posted; Stripe Account Support zoom schedule and link)
• Introducing Stripe: Your Trusted Partner in Groupable Payments for Seamless Online Transactions!
• Stripe Merchant Onboarding Instructions
• FAQ: Online Payments Transition to Stripe
• Groupable Payments: Surcharges and Transactions Fees FAQ

September 2024:

Deployed:

• Preparation for Stripe integration
• Preparation for groupable|connect deployment
• BETA Search/Audience Builder: incredibly powerful report and audience-building tool. Find in your menu: Members > Search (BETA).

August 2024:

Posted:

• groupable|connect FAQ
• Introducing Stripe: Your Trusted Partner in Groupable Payments for Seamless Online Transactions!
• Discover the Exciting Advantages of the groupable|connect Member Portal
• Stripe Merchant Onboarding Instructions
• Groupable|Live! Training Schedule (September & October calendars posted)

July 17, 2024

Posted:

• WePay Merchant Account Notice of Termination (effective September 30, 2024 - extended timeline)
• SUMMER 2024: Big Changes Coming to Groupable Payments!

June 25, 2024

Posted:

• SUMMER 2024: Big Changes Coming to Groupable Payments!
• Don't miss these improvements to OLP!
• SUMMER 2024: Groupable|Live! Training Schedule

April - June 25, 2024

Deployed:

• Bug fixes and enhancements
• Improvement to Non-Member records (for recording non-member payments)
• Annual Member Activity Report improvements and archive tables

Week of April 15, 2024

Deployed:

• Bug fix for group level "Recent Events" page.
• Revamped group level "Event Statistics" panel on the main group dashboard. These statistics are now re-calculated once per day overnight. This has resulted in a large speed up when loading the main group page.

Week of April 8, 2024:

Posted:

• New video guide for affiliating a member with the various York Rite bodies in a multi-body system. View the video.
• New video on saving a PDF from the various print screens in Groupable. View the video.

Deployed:

• Added gross event count to Event Definition page under Admin -> Event Model. In the process we re-ordered the columns to group logical data closer together.
• Print Member Profile: Many minor tweaks and improvements.
• Print Monthly Report: Add borders to panels and improved overall design to make it more readable in printed form.
• New Print Certificate of Election: Ported printing of CofEs from the classic system to m2.

Week of April 1, 2024:

Deployed:

• Refinement: Only show event definitions that apply to the current role the user is in when displaying the event model.
• Bug fix: Closed loop hole in V3EE event entry that allowed a local user to create duplicate memberships and affiliations in the same group.
• Edit Member Life-Cycle Events: Tighten permissions so only those events for the same group type as the current group can be edited. (ie: When running in Royal Arch you can only edit Royal Arch events, not Cryptic Council, or Commandery events.)
• Edit Member Life-Cycle Events: Only show locals and event types that match the current group type.
• Member Print Profile: Split top into three columns and include all member contact information.
• Member Print Profile: Add events notes under event description when present.
• Bug fix: Fix issue when printing labels for an address that has a null address2 field.
• New features on District Dashboards
  • New tab listing Annual Member Activity Reports (AMARs).
  • New tab listing last five years of Local Certificates of Election.
  • New tab listing local officers.
• New "Local Officers Report" under Left Hand Menu -> Reports -> All Report -> search for "local officers". This report includes all current officers for currently active locals, the office held, member name, default address, default phone number, and default email address. Default sort order is by local number. When sorted by office name the sort order is by precedence of office order, not alphabetical order.
• Significant speed up for "Recent Events" on the group, region, and district level dashboard pages.
• Bug fix: Member Print Profile: properly handle member events and affiliations where there is no annual reporting period recorded on the record.

Week of March 25:

Deployed:

• Local status added to the list of Annual Member Activity Reports (AMARs) for a reporting period.
• Added "Work in Progress Report" under Left Hand Menu -> Members -> Work In Progress
• Ported member print profiles from "classic system" to groupable|m2. Button to either directly trigger printing of the profile or view the profile on screen are on the member profile screen in the upper left panel. The "classic system" print member profile has been deprecated and will see no further development, and will be removed in the future.

Through March 21, 2024:

Deployed:

• Bug fixes and enhancements
• Built out expanded timelines
• Update Annual Member Activity Reports (AMARs) and their related Custom Annual Local Filings workflow, Mark Paid buttons
• Updates to YGS calculations and updater
• Display notice regarding SMS and email delivery for user account management messages
• Account User management: load last role used
• Improve Expanded Affiliation screen
• Groupable Passport: Include "Life" display for local member type
• Add Oldest Members report
• Find Member (Legacy) screen updates: compatibility and improvements for v3ee users
• Allow for optional minimum age, postal address, email address, and phone number validations for event creation
• Dual Requests screen updates
• Hidden Lat/Long on Locals > Locals screen

November 21 - December 19, 2023:

Help Center:

• Annual Member Activity Report (AMAR) and End of Year Local Billing
• YouTube channel added videos:
  • Groupable Onboarding for New Organizations

Deployed:

• Fix donor birthday report
• Update expanded timeline, update YGS event handler, recalculate active members YGS
• Update event models and deployed v3EE for several jurisdictions, more on the way
• Member Awards: edit sort, bulk edits
• Updates to AMAR details, recalculations, variance handling
• Update Member and Local Tables to include new informational columns

September 15 - November 14, 2023:

Deployed: There's been a lot going on behind the scenes, and the following list scratches the surface. More to come.

• Many V3EE updates
• Updates to local and group dashboards
• Dual Member Requests updates (allow foreign affiliates to be entered via new methods)
• Event emails
• Embed youtube icon and links throughout the headers and menus for self-explanatory training materials
• Updates to Recent Mergers
• Local Consolidations updates

August 9 - September 15, 2023:

Deployed:

• V3EE updates
• Member Dashboard Updates: Expanded Affiliation Records

July 19, 2023:

Deployed:

• Highlight Contact Info Panel yellow when no postal address is on a member record.

July 17-18, 2023:

Deployed:

• Changes to Locals Merger Process. Contact Mark during office hours EST to perform your next local merger. *BIG CHANGE*
• Navigation Labels on Local Dashboard

July 3, 2023:

Deployed:

• Updates to AMAR Dashboards (Annual Member Activity Report)

June 29, 2023:

Deployed:

• Region and District Dashboard updates

June 15, 2023:

Deployed:

• Restore inactive committee

June 13-14, 2023:

Deployed:

• Misc Reports added to menu

May 22, 2023:

Deployed:

• Display event counts for full members

Help Center:

• Glossary of Groupable Terms

May 8-10, 16, 2023:

Deployed:

• backend updates and code cleanup

May 2, 2023:

Deployed:

• Updates to reports. Optimizations for speed.
• Bulk Edit Awards: split local name and number to facilitate sorting.

April 20-27, 2023:

Deployed:

• Edit event: allow all users who can edit an event to edit the date recorded
• Admin updates
• Bulk Edit Awards: allow sorting and searching
• Amity Integration: API updates
• Adding a member event: restrict local lookup to organization type (blue lodge, OES chapter, RA chapter, etc)

April 18, 2023:

Deployed:

• Updated group level dashboard

April 5, 2023:

Deployed:

• Updated Gain/Loss Report

March 31, 2023:

Deployed:

• Update query for queuing dues cards for merged locals
• Add Member Type column to Event Report
• Restrict Necrology Report to Full Members

March 30, 2023:

Deployed:

• Fix sort of Certificate of Election table at group level

March 29, 2023:

Deployed:

• Set the Annual Return Period on the CofE when the CofE is installed.
• Limit Contact Info recent changes report to 1000 results.
• Set local officer period when certificate of election is installed.
• Local Officer History Report: Add officers of predecessor locals to the report.

March 1, 7, 8, 16, 21, 22, 2023:

Deployed:

• Misc minor bug fixes
• Custom releases - endowments.

February 24, 2023:

Deployed:

• Added to UI: Add or edit Grand Lodge/Group field on Group Officers table.
• Bulk Edit Awards (New): looks for any final status of the award, regardless of date, rather than look up the most recent status based on date.
• Contact Information Report: look up recently updated contact information for members.

February 21, 2023:

Help Center:

• Stated Communications Schedule
• Local Info/Officers Updates
• Pay my Dues or Make a Donation Online

February 13-14, 2023:

Deployed:

• Updates to AMARs
• Fix bulk edit awards screens, improve member awards expanded view and last status.

February 8-9, 2023:

Deployed:

• Final Dues Owed report for merged locals; display last dues & arrears
• Update several custom reports
• Updates to AMARs

February 6, 2023:

Deployed:

• Terms of Service and account notifications added to the application (viewable by Account Owner)

February 2, 2023:

Deployed:

• Annual Member Activity Reports ("AMARs" for v3 event model users)
• Billing Reports for local users

January 27-30, 2023:

Deployed:

• Update menu with new reports
• reformat bulk edit awards modal (New)
• add affiliation level next to dues type on overview members list

January 26, 2023:

Deployed:

• Annual Member Activity Reports and Annual Local Billing forms are made available to local secretaries for select organizations using the new event model.
• Updated Contact Information Report: review member records with contact changes in a date range. (All Reports > Contact Information Report)

January 19, 2023:

Deployed:

• Fix "bulk add awards by YGS", replacement for classic screen.

January 17, 2023:

Deployed:

• Allow groupable to edit OLP usernames in the interface
• Allow a member with active AutoPay payments to make other one-time payments or donations without affecting their AutoPay payments.
• Assorted bug fixes
• OESKS annual local billing form

Help Center:

• FAQ: Member's Spouse Has Died
• I've just become a new officer, how do I get access to groupable?
• How to Favorite a Local or District in the Member Portal or OLP App
• Financial End of Year

January 11, 2023:

Deployed:

• Assorted speed improvements
• Foreign Group Name displays on Group Officers

January 3-5, 2023:

Deployed:

• update IL dues year
• KS PCI Import
• Foreign jurisdiction name added to Group Officers Description
• Raiser Lockbox upload "unknown" Local
• award, suspension, necrology, local fee reports

December 30, 2022:

Deployed:

• Group Officers redirect to m2 Officers screen
• Groupable Passport update
• Date validations

December 15-21, 2022:

Deployed:

• Misc AutoPay updates (recent payment attempts on dashboard, resolve pending scheduled payments)
• Member Timeline management enhancements
• OLP backend updates

December 10-13, 2022:

Deployed:

• Increase number of COEs on Group COE screen
• Groupable Passport updates
• AutoPay updates and enhancements
• Endowment edits NE
• Misc fixes adding member events

December 8, 2022:

Deployed:

• Record status of every AutoPay payment attempt individually, not just most recent.

December 7, 2022:

Deployed:

* Fix LocalMemberType validations
* Group AutoPay configurations
* Raiser: Improve Lockbox matching and error handling
* Digital Dues Card app released for Android

December 5-6, 2022:

Deployed:

• Digital Dues Card app released for iOS (Google Play store release pending)
• Digital Dues Card configuration screen
• UIUX fixes
• Fixes for member search and local search fields, sorting
• Misc system updates
• v3EE jurisdictions: Annual Member Activity Reports

November 30, 2022:

Deployed:

• Decend merged affiliations (group users)

November 10, 2022:

Deployed:

• BETA: Advanced Member Search (Group Users Only)
• BETA: Awards Management
• Ported: Admin/Group features: military conflicts management, subscription management, subscriptions report, course management, course report, title management.

November 1-3, 2022:

Deployed:

• Bug fixes on tables, date and address fixes, group status vs group type display rendering.
• Committee tables enhancement: added Active/Inactive Committee tabs, and Current and Past Committee Member Tabs
• Dues Notices 3x page formatting

October 21, 2022:

Deployed:

• International Address Formatting supported for approximately 70 countries.
• Awards Report Ported to m2 screen. This update provides group, region, district, and local users with a broad overview of member awards statuses from due to presented, received, or mailed. This report should be used to see all members who have already been selected as "due" an award and it is shown on their member record Awards Panel on the right side of the screen. Users can use the multi-select to choose among the awards and awards statuses (for example, selecting all YGS awards that are DUE). Once the report is generated, the user will see the Awards Summary and Awards Details.

October 13, 2022:

Deployed:

• Bug fixes, superuser features that allow administrative work to be done in the user interface, enhancements to user experience editing member records.
• Streamlining the sort and display for adding member events for administrative users.
• OLP webmaster enhancement.

Help Center:

• WePay Request [Your Tax Information Needs An Update] new for 2022 Tax Year

October 12, 2022:

Deployed:

• Style updates, bug fixes.

October 11, 2022:

Deployed:

• Related foreign affiliates fix.

September 27, 2022:

Deployed:

• Bug fixes related to 9/25/22 infrastructure updates. Please advise the team if any remain.

September 25, 2022:

Deployed:

• The second part of backend infrastructure updates. Please advise of any error screens.

September 22, 2022:

Deployed:

• Consolidations link for new consolidation types.

September 20, 2022:

Help Center:

• Local Consolidation Instructions (NEW)
• Local Merger/Consolidation Preparation and Instructions (LEGACY)
• Groupable|Live! Training Schedule (October Schedule Added)

September 16, 2022:

Deployed:

• Bug fixes related to 9/15/22 infrastructure updates. Please advise the team if any remain.

September 15, 2022:

Deployed:

• Significant backend infrastructure updates enhancing the members timeline, event model, and YGS calculations.

August 9, 2022:

Deployed:

• AutoPay backend bug fixes and enhancements, including the following:
  • addition of Terms of Service to AutoPay menu.
  • enable resetting of plan status, address delinquent plans, and skip reminder emails for locals with no upcoming payments.
• Assorted other fixes and enhancement requests including the following:
  • adding missing Country field for addresses,
  • adding local town/state for Member Timeline view,
  • country (in-state, out-of-state assignment)
  • Finances: adding drillable income by receipt type,
  • display all Remits in Receipts report (but does not affect Receipts total calculation. A Remit = $0.00 value)
  • add Checkbook to Financials Sub-Menu on Hamburger Menu
  • budgets screen Income/Expense split
  • add member payments link on Dues Owed by Year screen
  • "print budget" columns formatting bug fix
  • shorten status checker URLs, full address template in dues card template editor
  • OLP: disallow user names with spaces; etc
  • responsive resizing of tables in assorted tables
  • allow secretaries to manage Subscriptions for their members
  • add

July 25, 2022:

Deployed:

• Enhancement of District edit officers screen

July 22, 2022:

Deployed:

• Port of District and Area/Region to m2 screens
• Groupable login screen: show/hide password

July 20, 2022:

Deployed:

• Heart beat job;
• allow group read-write users to edit and delete Certificate of Election;
• enable OLP support for YRMA;
• improve presentation and sorting of email statistics;
• fix exceptions on background job screen;

July 1, 2022:

Deployed:

• AutoPay reconfigure payment plan details and configuration
• Local Tax filing update - saving
• historic funnel chart
• assorted bug fixes
• Committees management port into m2
• Add title and office suffix to committee officers table

June 17, 2022:

Deployed:

• Report of Installation/Certificate of Election: contact us to switch from a Certificate of Election (with future Installation dates), to Report of Installation (does not allow future installation dates).
• "Add Alias" (alternative names) to a member record
• Port "Add Widow Record" to groupable|m2 screens
• Display Current Officers on open COEs
• bug fixes to tables

June 6, 2022:

Deployed:

• Group AutoPay Dashboard: Group users can view all existing AutoPay local accounts and member payment plans.

May 25, 2022:

Deployed:

• 990s Report (Last Tax Filing)
• IL Raiser: donor birthdays custom report.
• Bug fixes for AutoPay emails and background jobs.
• DelayedJob dashboard for Admin.
• Update to Print Template.
• Group Dashboard pages.
• Added Title and Office Suffix to Necrology report (hidden column).
• Various feature requests, bug fixes, and backend enhancements paving the way for future releases including a reduction in power consumption.

May 13-23, 2022:

Deployed:

• Group > Festivals bug fix.
• Finances: Voided disb. removed from Transactions list.
• Continued porting of reports to All Reports screen:
  • Various Hidden fields added to tables in many reports:

• • Necrology Report ported to m2 and added to All Reports.
    • Awards Reports ported to m2 and added to All Reports. (removed from Group/Grand Lodge menu)
      • Available at all levels - local user, district, and group.
      • View a date range of selected Awards and their status.
    • Locals Tax ID report includes Date Last Filed. Edit the Date Last Filed in the Info/Officers screen.

• Dues Cards Printing for Group Users:

  1. Moved Location: Members menu (was on Reports menu)
  2. Two Dues Card printing options:
     • Dues Cards - LEGACY: no changes - same familiar screen and functions
     • Dues Cards - NEW:
       • view your print queue.
       • Print your dues card queue:
         • Select Template front
         • Duplex on/off
         • Select Template back
         • Select Dues Year
         • Page break by local
         • Void unused cards
         • Printer calibration x/y offset
       • Print dues cards from any Dues Card Templates, including different Front and Back duplex templates.
       • New configurable templates - print from any number of Dues Card Templates - template design required (see below).
  3. New Feature: Dues Card Print Template:
     • Location: Admin
     • New: configurable and updatable user interface for Dues Card layouts.
     • QR codes, bar codes, custom configurations, watermarks, text fields, member information. Add new fields to your Dues Card Template, or create different types of Dues Card Templates for different memberships.
     • Send an email to support@groupable.com and we will work with you to develop an updated Dues Card Template when desired.

May 13, 2022:

YouTube Channel:

• Finding Reports in Groupable

Deployed:

• Improvements to Classic mergers, and merge foreign/related locals: set local type id, only create officer records for offices that are set on the merger form, clean the caches views (so the new local will show on the group dashboard), and redirect to the new local in m2.

May 11, 2022:

Help Center:

• groupable|payments: Records for your Treasurer
• Untransferred Funds / Cash To Treasurer
• Untransferred Funds

April 9-22, 2022:

Deployed:

• Bug fixes, behind-the-scenes work to allow for uploading and attaching files in groupable|m2.
• Behind-the-scenes work for multi-group OLP support (first setup coming soon).
• Reports > All Reports: searchable page, listed alphabetically for all reports in one place (not all reports are configured for or available in all jurisdictions)

April 8, 2022:

YouTube Channel:

• Groupable Live! Running a Great Education Event

• Correcting a Dues Year

March 28, 2022:

Help Center:

• Adding A Widow
• Adding An Affiliate

March 21, 2022:

Deployed:

• Rails 7 updates; bug fixes, district permissions added (view events reports).
• v2 Certificate of Elections

March 18, 2022:

Help Center:

• Adding An Affiliate

March 16, 2022:

Deployed:

• Bug fixes; changes to Recent Events to display greater than 30 days.

March 8, 2022:

Help Center:

• Manage Certificates of Election (Admin)

March 7, 2022:

Deployed:

• Related Groups (other groups): add columns for Local Memberships, move Dual Members to bottom of screen, put the Locals List on the upper right.
• Extend Sent Email History for a user (View Your Sent Emails)

Help Center:

• District Officer Access
• Add Certificate of Election (new screen 2022)
• Officers History Report (list of all historical officers for a local)
• Manage Certificates of Election (Admin)
• View Certificates of Election

February 13, 2022:

Deployed:

• v2EE orgs: add honorary affiliations, add affiliations (local affiliates) (by secretaries), add widows.
• Update "foreign country" when USA is country.

February 11, 2022:

Deployed:

• Officer History Report on Info/Officers screen.
• Append .pdf to PDF COE download
• Add local affiliates by secretaries (v2EE orgs)

February 10, 2022:

Deployed:

• Change in Contact List. The contact list now contains all active parties affiliated with the local (members, widows, contacts, donors, etc.) This is different from the roster which includes members only.
• v2EE plural domestic affiliations
• member screen changes (new dashboard)

Help Center:

• View Sent Emails, Edit/Send Unsent Emails
• Contact List

February 9, 2022:

Deployed: Draft status of emails in "email sent history" (see View Sent Emails, Edit/Send Unsent Emails)

February 8, 2022:

Deployed: Member Events as Milestones; Deceased Date as Milestone on Member Record. Fix OFT print totals.

February 3, 2022:

Deployed fix for emails. Port officer history report.

February 1, 2022:

Deployed:

Bug fixes: Resolved inconsistent behavior when creating or editing a party record
Fixed an edge case where a member's award history could not be updated
Allow events to be updated even if the record is missing acting local
Unify the current degree calculation
Allow group secretary address to exclude zip and state for foreign countries
Resolved some issues around raiser lockbox import

New Features: Remit receipts are now handled separately from other types
New scrolling table when creating an officer funds transfer
Added "special" column to COE table
Use events for milestone dates
Automatically focus on the first field when opening a form
Display alerts and error feedback at page top instead of a modal
Added more links and data in raiser

January 27, 2022:

Deployed:

• Fixes to time stamps in Officer Funds Transfers (online payments cutoff deposit date); fixes to time stamps for Finances 2.0. Sync of WePay Admin data for groupable. Add table column controls.

January 24, 2022:

Deployed:

• Merge member function (merge duplicate records - instructions coming!) Creating and updating related locals, fixed links to the setup WePay account videos.

January 23, 2022:

Help Center:

• New Organizations: Secretary Onboarding Process

January 20, 2022:

Help Center:

• Delete Member/Person (Admin only)

January 18, 2022:

Help Center:

• Checklist: Record-Keeping When Adding a New Member

Deployed:

• Speedup for dues screen, bug fixes for Raiser, added tooltips for YGS (years in good standing), fixes

January 17, 2022:

Help Center:

• Add Contact
• Adding A New Member
• Add Member
• Add Payments / Non-Member Payments
• What are Guest and Contact Profiles?
• Checklist: Record-Keeping Responsibilities When a Member Dies
• Annual Return
• Annual Financial Reports
• Why do I have a Non-Member in my "Others"?

Deployed:

• Enter foreign affiliations (at 1) add contact, 2) add member events) for group read-write users on v2EE.

January 14, 2022:

Deployed:

• a number of bug fixes and corrections in m2 and Raiser.

January 11, 2022:

Training Schedule Updates:

Announcing February Groupable|Lives on the topic Let's Talk Taxes (filing your 990s, staying in compliance with your Parent Body and the IRS)

• Thursday, February 3, 11:00 am EST: Groupable|Live! (Daytime) Let's Talk Taxes (filing your 990s, staying in compliance with your Parent Body and the IRS)
• Wednesday, February 9, 7:00 pm EST: Groupable|Live! (Evening) Let's Talk Taxes (filing your 990s, staying in compliance with your Parent Body and the IRS)

January 7, 2022:

Deployed:

• groupable|raiser: a next-generation Fundraising module
  • App switcher icons
  • Add breadcrumbs to the donor profile screen,
• Bug fixes and updates including:
  • Revert widows/contacts as needed in NY
  • on member profile highlight affiliations with YGS errors,
  • Do not allow whitespace in usernames,
  • Several Finances 2.0 updates including
  • strip non-numeric characters from disbursement amount, adding check number to checkbook balance.

Help Center:

• Groupable Payments: WePay Surcharges FAQ
• Create Annual Return Periods
• Secretary's Receipts (Cash Book)
• Calculate Checkbook
• Update User Account Settings
• Add Group Users: Read-Write Database Admin and Read-Only Database Assistant

December 30, 2021:

Training Schedule:

• Jan-Feb 2022 Live Groupable Training Schedule

Help Center:

• YRMA: Add New Memberships and Affiliations
• Add a Local Affiliation to Existing Member (Affiliate)
• Adding An Affiliate
• Adding to your roster
• Introduction To Dues

Creation of Admin Knowledge Center:

• Creating New Year Financial Reports (consolidated 990s only) (Admin)
• Create Annual Return Periods (Admin)
• Adding a Foreign Event (v2EE) (Admin only)
• Adding a Foreign Event - Classic (Admin Only)
• Add Group Read-Write Database Admin and Read-Only Database Assistant users

December 17, 2021:

Help Center:

• New video instructions for setting up your WePay Merchant Account:

• Finding Your Nonprofit Legal Name

December 14, 2021:

Additional December Sessions Added:

Week between Christmas and New Years: SIGN UP FOR AUTOPAY SESSIONS (Here's our AutoPay Knowledge Base)

• Monday, December 27, 3 p.m. Eastern TIme: Groupable:Live! Signing up for AutoPay (and creating your WePay Merchant Accounts)
• Monday, December 27, 7 p.m. Eastern TIme: Groupable:Live! Signing up for AutoPay (and creating your WePay Merchant Accounts)

Help Center:

• Add Contact

December 9, 2021:

Upcoming End of Year Schedule:

• Wednesday, December 15, 1 p.m. Eastern Time: Groupable:Live! A Groupable 2021 Retrospective and what's coming in the next 6-12 months
• Monday, December 20, 7 p.m. Eastern TIme: Groupable:Live! A Groupable 2021 Retrospective and what's coming in the next 6-12 months
• Wednesday, December 22, 11 a.m. - 1 p.m. Eastern Time: OFFICE HOURS - Come ready to work and get your questions answered

Help Center:

• Printing Return Labels in Microsoft Word
• Finding Members
• Labels / Emails
• Correcting Dues Owed
• FAQ for Members (Installment Plans)

December 3, 2021:

Help Center:

• Reverse and Recreate Officer Funds Transfer to correct a payment history

December 1, 2021:

Help Center:

• groupable|payments Knowledge Center
• End of Year (Budget Periods)

November 24, 2021:

Help Center:

• Dec 2021 Live Groupable Training Schedule
• Introducing groupable|autopay
• How Does AutoPay Work for My Local Group?
• I'm Ready to Set Up AutoPay for My Local Group!
• How Can I Sign Up For Dues Installment Payments?
• How Do I Manage My AutoPay?
• Configure Dues Notice
• How to Start Using Dues Mid-Year
• Outstanding Dues Reports

November 23, 2021:

Help Center:

• How do I accept income from Non-Members?
• Recording Member & Non-Member Payments
• Print Dues Notices

November 22, 2021:

Help Center:

• Dec 2021 Live Groupable Training Schedule

November 19, 2021:

Help Center:

• How Can I Sign Up For Dues Installment Payments?

November 18, 2021:

Help Center:

• View Your Sent Emails

November 15, 2021:

Deployed: Officer Management ported into groupable|m2.

November 12, 2021:

Deployed: added setup dues video to Dues / Arrears screen, Ruby upgrades, Rails upgrades. More updates and bug fixes.

November 10, 2021:

Help Center:

• Pay my Dues or Make a Donation Online
• Introducing groupable|payments and groupable|autopay

November 2, 2021:

Deployed: groupable|raiser - ask us how to improve your Group's Fundraising impact!

Help Center: Nov-Dec 2021 Live Groupable Training Schedule

October 11, 2021:

Deployed: several enhancements and bug fixes to groupable|m2 and OLP; groupable|m2 User Roles;

October 5, 2021:

Help Center: Updated Navigation to Help Center

October 4, 2021:

Deployed: Checkbook Ledger for Finances 2.0.

Help Center: October-November Groupable Live Training Schedule

September 22, 2021:

YouTube Video: Cleaning up a Chart of Accounts

September 13, 2021:

Deployed: Disbursement Authorizations: Set print background to white and font to 14 pt; sort by number descending; Add address fields; Improve the responsiveness of disbursement authorization form. Add Widow: expose Classic add widow screen for deceased members.

Nighttime system update. Porting "create local."

September 11, 2021:

Help Center: Local Roster Report

September 8, 2021:

Help Center: Adding Finances 2.0 videos

• Income / Expenses
• Budget
• Disbursement Authorizations (aka Vouchers, Expense Authorization)
• Untransferred Funds
• Chart of Accounts
• Add Payments / Non-Member Payments
• Fresh Start (how to clear up historical financial records and chart of accounts)

September 3, 2021:

Deployment of Finances 2.0 for all systems and 11 refinement deployments. Watch the Finances 2.0 Playlist.

Help Center: Finances 2.0 Training Playlist (click link)

Highlights: new chart of accounts, flexible cash to treasurer transfer, flexible date-range reporting, improved budgets, and much more.

Deployed: budget period fixes. Life Membership fixes in MA.

September 1, 2021:

Deployment of Finances 2.0 is coming soon. Watch some videos by clicking the link to the playlist below.

Finances 2.0 Training Playlist (click link)

1. First Video in Finances 2.0 Playlist: From Finances 1.0 to Finances 2.0

Deployed: bug fixes and data cleanup.

August 25, 2021:

Deployed: monthly filings bug fixes and improvements. Add Manage Endowments to Local Affiliations / Memberships Menu. Add Mentor field to Edit Member Info.

August 24, 2021:

Deployed: m2 edit member record screens. m2 Parent Group Home screen.

New YouTube Member Screen video overview:

YouTube: Add office held history video:

YouTube: Add a Member Photo video:

July 6, 2021:

Help Center:

• What are Guest Profiles?

Deployed: minor bug fixes. Fix mobile rendering of the new Menu button.

July 2, 2021:

Help Center:

• July/August Training Schedule with registration links
• Groupable|m2 User Account Management
• Navigation Menus
• Non-Member Payments

We deployed: groupable App Switcher, groupable|m2 collapsing navigation menu.

The new drop-down navigation menu provides users a larger usable screen area, especially those on laptops and tablets.

The new groupable App Switcher provides users a seamless transition to other groupable services such as the OLP Websites and the Member Portal. Coming: returning to groupable|m2 from OLP Websites and the Member Portal.

July 1, 2021:

Help Center:

• Groupable Email Attachment Size Limits

We deployed: groupable|m2 Non-Member Payments screen.

June 26, 2021:

Help Center:

• OLP Member Portal

Deployed: groupable|m2 "become user" from Info/Officers screen for Admins.

June 19, 2021:

Help Center:

• Outstanding Dues Report

Deployed: minor updates.

June 10, 2021:

Help Center:

• How do I record .... "pass the hat," "Silver Drill," or other cash donations?

May 25, 2021:

Deployed in the past month: lots of fixes and minor updates. Behind the scenes, work on some more significant releases coming.

• June Training Schedule

April 27, 2021:

• May Training Schedule

April 19, 2021:

Help Center:

• Introducing Groupable AutoPay

April 11, 2021:

Deployed: m2 new feature: Consolidation of Local Groups Menu. Subitems from the Local Groups Topics are now found internally on their Primary Topic page with a "hamburger" menu in the upper right corner.

m2 new feature: Monthly Filings replaces Monthly Reports for jurisdictions with the Monthly Filings feature. Monthly Filings include the following information: Member Events, Candidates (as of last 13 months), Meetings (attendance), New/Updated Contact Info.

This new Monthly Filing includes Aging Report and Status Report screens for Parent Bodies.

Help Center:

• Monthly Filings

March 9 - April 10, 2021:

Release notes to be added here

Deployed: m2 new feature: Subordinate Roles management on Info/Officers > Additional Local Users table.

Help Center:

• Subordinate Roles in groupable:m2

March 8, 2021:

Deployed: m2 new feature: notes for contact info components and v2 event engine events.

March 5, 2021:

Deployed: OLP: check box to automatically net up debit card payments; tweaks to merchant account panel. m2: minor bug fixes. Added "Training Schedule" to groupable|m2 navigation menu.

March 3, 2021:

Deployed: update of login browser cookies, requiring all users to log in to their database monthly.

March 2, 2021:

Deployed: m2 bug fixes; internal improvements and changes to m2 & OLP; optimization of views for iPads, tablets, and narrow-width screens (especially member records and COEs).

February 26, 2021:

Deployed: m2 bug fixes, internal improvements, and changes, display active and inactive member counts for local member types, fix custom message position on printed dues notices, display labels of affiliation statuses, allow 2/29 spouse birthdate. Improve read-only access for links and popups—update YGS. Bugfix local calendar panel connecting m2 and OLP Calendars.

February 23, 2021:

Help Center:

• OLP Webmaster Management
• Introducing Groupable Online Payments

Deployed: general bug fixes, voucher signature lines changed to universal labels

February 20, 2021:

Updated 2021 Feb/March Training Schedule

February 17, 2021:

Help Center:

• How to Start Dues Mid-Year

February 16, 2021:

Help Center:

• What is a Financial Control System, and Why Does a Nonprofit Charitable Group Require a Financial Control System?
• Creating / Announcing / Editing / Copying / Cancelling / Deleting a Calendar Event

Development/Deployments:

• Updated Info/Officers screens for local elected and appointed offices: "Edit Local Officers" The red circle (minus) allows you to remove an officer. The change circle will enable you to replace an officer. This is now managed on this Info/Officers screen.
• NY: Push m2 Certificates of Election (COE).

February 14, 2021:

Help Center:

• Fresh Start (how to clear up historical financial records)

February 1, 2021:

Announcements:

• February Trainings announcement and registration links

January 16, 2021:

Help Center:

• groupable:m2 How To Playlist
• January Trainings announcement and registration links

This Past Week's Deployments: Push v2.0 event engine and add YGS Recalculation button. RAPA: push a new Certificate of Election (COE).

January 5, 2021:

Deployed: General bug fixes and speed improvements on data tables and Bulk Edit Dues screen. Expanded Dues Owed modal from Member Table (click to view Dues Owed by year and total without leaving the screen).

Recent deployments: the display of creation date for new user accounts (Admin > Manage Users)

December 21, 2020:

Introducing Groupable Online Payments

December 18, 2020:

Updates to Help Center:

• Invalid Login/Password Recovery Help
• Why am I not receiving emails?
• How to safelist an email address?

December 15, 2020:

Deployed: m2V2 - new local consolidation feature for groups on the V2 engine.

Deployed: m2: expanded affiliation editing options for Admin users only.

Deployed: OLP: changed Weekly Masonic Update emails to go out Tuesdays instead of Saturdays.

December 10, 2020:

Deployed: bug fixes to OLP:m2 connections. Display the "email dues notice" button only when a party has a valid email. Updates to OLP Merchant Status box in Dues/Arrears screen.

December 7, 2020:

Deployed: m2/OLP connections enhanced to display OLP Merchant Account status in m2, extend credit card expiration years in OLP checkout, added Member Number to the checkout screen.

November 27, 2020:

Deployed: bug fixes, added email and print dues notices buttons to the member payment screen, and added autologin to the local dashboard. Deployed fixes to member account editing to change their passwords—imported management of user roles to m2. Fix to update contact forms.

Deployed: Admin > Manage User port. Allows Parent Organization Admins to manage user accounts in m2, change of m2 usernames, etc.

Deployed: emailing and printing of dues notices from member payment screen allows you to print or email a dues notice owing zero as a receipt.

November 17, 2020:

• If you cannot join us for a Groupable:Live! Session, please check out our comprehensive Groupable:How To video playlist

November 16, 2020:

Updates to Help Center:

• How To: record a bounced check and bank service charges

November 13, 2020:

Deployed: Bug fixes for OLP - Create account.

Updates to Help Center:

• WePay Help Center

November 5, 2020:

Deployed: Single-click log in to OLP from groupable:m2.

November 3, 2020:

Deployed: bug fixes so that your login session will stay active.

November 2, 2020:

Deployed: MORI Classic login has been retired. Please log in through groupable:m2. Sort solicitations (on the customize dues notice) is now alpha-numeric. Added Members with Invalid Postal Addresses at Group level (parent organization). Import into m2: Mailing: Officers without Labels Reports, adding three reports (invalid cell, phone, email, postal address).

October 30, 2020:

Rewrite of YouTube Groupable How-To videos.

October 20-27, 2020:

Deployed: general bug fixes, bug fixes to print single member. Changes in Dues / Arrears display, refactor configure dues. Bug fix for Military History to accept years as well as full dates.

Updates to Help Center:

• OLP - My Events, Nearby Events, Other Events
• I've Set up my WePay Account - how can my members pay online?
• When Member Payments/Dues Owed shows a Credit (negative)
• Dues / Arrears

October 19, 2020:

Updates to Help Center:

• Announcing your OLP Events

October 12, 2020:

Deployed: contact mechanism clean up: includes normalizing phone numbers and consolidating phones, cells, and emails.

Deployed: select data cleanup; bug fixes; error resolutions.

October 11, 2020:

Deployed: Admin Email Statistics (display queued, sending, sent)

Updates to Help Center:

• Embed your OLP Calendar on another website: Instructions
• How do I forward a URL to our OLP Site?

October 8, 2020:

Deployed: Contact Info bug fixes for invalid addresses.

Updates to Help Center related to new releases:

• Email Dues Notices
• Groupable:m2 Symbols and Icons
• Aged Receivables (Dues & Arrears)
• Tables and Reports - Sorts, Exports, Reports
• How to Allow for Online Prepayment of Dues

October 7, 2020:

Updates to Help Center related to recent releases and more:

• How to Update your own Contact Information in OLP
• OLP Account Management
• Paying my Dues in OLP
• Printing Labels/Envelopes for Dues Notices
• Who Has Access to Groupable:m2?
• Creating Your groupable:m2 Account
• How Do I Recover My groupable:m2 or MORI Classic Access?

October 6, 2020:

Deployed: Bug fixes and refinements to tables. Dues section: Print Envelopes and Labels for Dues Notices. Select y/n ADDRESS SERVICE REQUESTED. Formatting of dues notices. Release Notes link added to Navigation Menu. Correct Members by Member Types to correctly categorize by Active/Inactive Members. Consolidate Online Dues management to groupable:m2 > Dues & Arrears > Configure Dues Notice/Email Dues Notices (deactivate Dues section in OLP).

September 29, 2020:

Bug fixes. Deployment of Print Dues Notices by Member Type. Member Payment deletion will always revert a Dues Owed.

September 25, 2020:

Deployed: Several updates to Member Payment Receipts, login screens, dues notices, tables and TL reload upon logout. Fix to the OLP web page link for the local.

September 24, 2020:

Deployed: Groups and Locals live on production, replacing Grand Lodge/Chapter/Commandery/Council and Lodges/Chapters/Commanderies/Councils in the code. Small changes to menu labels. Lodge/Local, Grand Lodge/Group.

Continued updates to Help Center language, organization related to recent releases.

September 23, 2020:

Updates to Help Center related to recent releases:

• Managing Member Contact Info
• Managing your existing roster
• Adding to your roster
• Finding Members
• Member Record Screen
• Overpayment or Advance Dues Payments
• Entering Member Payments
• Assigning / Changing Member Type
• Managing Member Types
• User Account: Swap Role, Change Default Role
• Dues Reports
• Dues / Arrears

September 18, 2020:

Deployed: Dues Notice Updates which includes: single click for sending one dues notice, options for the contact form, show emails sent confirmation, add member contact info to dues and arrears owed exports to PDF and excel.

Deployed: fix for OLP emailing of dues notices.

September 16, 2020:

Deployed TL, significant speed improvements loading tables.

Tables (Lodge, Chapters, Members, Financial Transactions, etc) will now recall your most recent Sort or Search when you return to the page.

September 15, 2020:

Deployed update to email dues notices.

Deployed Parent Organization Life Membership $$ icon on the Import Dues and Bulk Edit Dues screen.

September 14, 2020:

Deployed m2 edit contact information from the Member Profile screen.

August and early September 2020:

Deployed: speeds up the lodge screen by loading members tabs on demand rather than ahead of time

minor fixes and tweaks to editing dues for members.

Removed merged affiliations from the list of affiliations on the member screen.

Edit Affiliation now allows an affiliation to be pushed back to an ancestor lodge.

Implement data table export formatter.

Tweaks to links to edit dues screen. Instead of having an icon next to the dollar amount to link to the payment screen the number itself is now the link to the payment screen.

Port Edit Affiliation: Allow editing of affiliation dates, lodge, etc. This feature has been disabled in MORI Classic. Moves the delete affiliations feature from MORI Classic to m2 pencil on each Affiliation line.

Port Edit Member Life-Cycle Event: This allows an end user to edit things like the date on a member event. This has also been forward ported to the V2 Event Engine, and is tested in both V2 and Classic event engine configurations. This feature has now been disabled in MORI Classic.

Edit and Create Member Notes. This is accessible from the notes pencil on the member screen. This features has been disabled in MORI Classic.

Port Create and Edit Jurisdictions. This feature still needs to be turned off in MORI Classic.

Manage dues features: set up dues, add new dues year, import/bulk edit dues, add member payments, dues notice configuration, solicitation management, etc. These features have been disabled in MORI Classic.