Release Details WebinarChMS Product Roadmap Update

Thursday, November 14, 2019

Product Roadmap

Making the Ministry Brands Connection

ELEXIO Shelby FellowshipOne

SimpleChurch Church Office OnlineeasyTithe

e360

NowOnline Giving Integration:• Integration between Online Giving and your Membership ChMS has been

greatly improved including enhancements for Voids, Refunds and Returns. • Additionally there are improvements for how online batches can get

created.

Real Family Names:• Families have additional ways to identify themselves with a family profile

photo and two variations of a family name. • Family Label Name allows a family to have a custom formal name

for mailing labels. • Family Greeting allows a custom informal name in case it differs

from the natural combination of names in the system.

Desktop Check-in:This application for PC/Mac launches directly to Kiosk Check-in based on saved settings.

Giving Overview Report:Enhancements to the Giving Overview brings new styling and improved functions. Actions & Exports have been moved and enhanced.

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Other notable updates:

View Admin Messages : Added a permission to allow for “Viewing Admin Messages”, previously only available to users with the Admin role.

Print Directory: The Print Directory now defaults to listing Active group members, with an option to “Include Inactive Group Members”.

Advanced Search: • Corrected the use of search terms within the Advanced Search feature.• In a variety of user input fields an asterisk “*” can be searched to find any

record with data in that field; the word empty inside of two brackets “<empty>” can be used to find records with no data in that field.

Next

Currently in Beta: Schedules, Profile Visibility

Reporting (See filters, select fields, save & share)• Individual Giving (includes Compare)• Giving Detail• Individual Attendance• Saved Reports

Real Families – Relationships3 new relationship options: List with family on Profile/ Directory, List with family at Check-in, Send parent communications (with inclusions/exceptions).

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

GlanceConfigurable icons and simple graphs to show a person’s group memberships, text or date fields, attendance, or workflow progress.

Search Logic (And/Or)Advanced Search options to combine multiple AND/OR elements, includes new UI for building an Advanced Search

Check-in and Check-outQR Code handling for MinistryOne, Expand Check-out options (Barcode, Name, Last 4, Status Report)

Ongoing: Apply updated UI, Stability and SecurityPledge-related: (1) “One-time” option, (2) On contributions entry show for spouse and (3) auto-open More and show “Amount remaining” info.

Interested in Beta testing?Sign up at

getstarted.church/beta

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Individual Giving Report

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Later

Reporting, cont.• Giving Analytics, Attendance Reporting other tweaks

Contributions Entry and TrackingAllow split checks (one check or transaction split to multiple funds/purposes), track type (cash, online card, online check), projects, optimize workflow on input screen

Timeline (was Individual History) Filter Interactions by TextLog Group Membership historyLog of Attendance, Schedules, Interactions, Group Membership, Edits, and Account activity, with reporting and search options

Mail ManagerAddress Validation, NCOA, Zip +5 sorting, USPS barcode label printing, Mail merge (includes simple editor, image upload, placeholders), Output options (Page size, envelope, label options)

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Later

Room and Resource Management(1) On create event, show availability of rooms or resources and conflicts. (2) Planning and set-up report showing events for given time period (ex: next week) including rooms, resources, and setups.

Configurable Field Layout and AccessAble to customize layout of configurable fields for View/Edit, expanded set of fields, role-based permission to view/edit fields

Custom LabelsCreate customized templates based on label size, format (single label, Avery sheets), and (as needed) printer options. Able to place fields on label, including font, font size, font weight, max width

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

1.123 Release (target Tue., Dec 3 due to Thanksgiving freeze) • Reporting (including Add/Remove Columns): Individual Giving (with Compare), Giving Detail• Query (Beta) • Real Family Relationships• Glance• Schedules: My Schedule and General Availability

Even though releases are close, dates are subject to the unexpected!

Ex: Significant bugs, regression surprises, sickness, urgent issues, etc.

Upcoming Release

Product Roadmap

This roadmap is as of Thursday, November 14, 2019. Since we make daily adjustments to serve growing ministries, it is subject to change without notice.

As part of project Cheetah, we are considering further short-term expansion of our development Quality Assurance team. We'd be looking for someone who is:

1. Technically adept (Dev or QA background a plus)2. Has a good understanding of the product, and 3. Able to work significant part-time hours into their schedule.

If that fits you or someone you know, please post that in the Questions chat right now, or send me an email after the meeting.

Possible Job Opportunity