RI Integration - Compare & Synchronize! UPDATED

We've been a little quiet on the blog recently but that's only because we've been working on some great new features and functionalities to make your club administration tasks easier.

Our latest software release boasts even more improvement to the RI Integration functionality. In fact, we're very excited to release our new "Compare & Synchronize" feature.

Currently in beta, this new feature will allow you to compare your member data information as it appears on ClubRunner with what is available in Rotary Internationals' Member Access, giving you the option to push your member information directly from ClubRunner to Rotary International or pull your information from Member Access to populate your ClubRunner profile.

Therefore, if you notice a member's profile was inconsistent between ClubRunner and RI, you can simply push or pull the specific field data between ClubRunner and RI. This will allow you to clean up any data that was inconsistent before integration was enabled.

You can access it from the top menu bar under the RI Integration tab. Please note that you need to have an access level of 50 or better to access this report. Here, you will see a list of all your members. Simply click on the member's name to view a more detailed comparison of that member's contact details. You will then be directed to a chart that will display that member's information as it appears on both ClubRunner and RI. For any discrepancies, you'll have the ability to copy over either the ClubRunner value or the RI value by checking off the box for the corresponding field and then clicking on the arrow to reflect the direction of the copy. If the arrow is pointing to the right, that indicates you are pushing the data from ClubRunner to RI. Alternatively, if the arrow is pointing to the left, that indicates you are pulling the data from RI to the member's ClubRunner profile. Once you have selected all the values to sync, simply click on the Synchronize button. The system will then update the information in less than 24 hours.
The Compare & Synchronize report also displays a list of active members in ClubRunner who do not appear on the RI membership list. To add them to RI, simply click on the "Add member to RI" link.

Conversely, it also shows a list of active members that are listed on the RI database but do not appear on your ClubRunner list. To add them to ClubRunner, simply click on the "Add Member to ClubRunner" link.

We're proud to be the first to provide you with this feature and to be leading the way with the integration with Rotary International.

For more information on using this feature, kindly refer to our knowledgebase article, by clicking here.

We'd love to hear your feedback regarding this new feature. Let us know your thoughts by emailing us at feedback@clubrunner.ca

ClubRunner Mobile App - iOS6

Kindly note, the ClubRunner App is currently not fully compatible with iOS 6.0 and we hope to release an update soon.

We are aware that there is a compatibility issue which causes the app to malfunction. We will announce that a fix is available when we release an update.

We apologize for any inconvenience this may cause. Should you have any questions, please feel free to contact our support team.

Login Functionality (Update) - Resolved!

We are happy to report that the DNS related issue affecting certain geographical areas now has been resolved. We are however continuing to monitor and test this to ensure stability.

Our development team worked closely with our service provider to resolve this issue which was occuring intermittently for customers in certain geographical areas only, due to some difficulty with a DNS server.

Should you encounter any difficulties logging in or notice that this issue is still affecting you, please contact our support department so that we can look into it and assist you.

We sincerely apologize for the inconvenience this has caused and appreciated your patience and support as we worked to get this resolved.

Login Functionality - Update

Please note, that there is a known issue that has been affecting the login functionality in certain areas. It is an intermittent DNS issue that is affecting certain geographical areas and is limited to the Administrative section of ClubRunner.

While we are working on resolving this issue, you are able to work around the DNS name and login to your site with the following steps:

1. Go to your ClubRunner website and click on Login.
2. Replace www.crsadmin.com in the address bar with 38.117.75.71 and then press Enter
3. Type in your username and password and log in to the site.

Note that if you do send emails from the system, the links that are contained within the email may be broken or be blocked by certain email clients due to the usage of the IP address.

Our entire team is committed towards resolving this issue at the soonest possible time, and we will be posting updates to our Support Center at www.clubrunnersupport.com as well as Twitter @clubrunner.

We sincerely apologize for the inconvenience this has caused and appreciate your patience and continued support of ClubRunner.

Login Functionality

Currently, there is a known issue affecting the login functionality that is DNS related and is only affecting certain areas. It is intermittent and also ISP related. Our team is currently investigating this and we hope to get it resolved at the soonest possible time. 

We sincerely apologize for the inconvenience this has caused.

Happy Canadian Thanksgiving!

 

Please note that Monday, October 8th is Canadian Thanksgiving and our office will be closed. We will reopen on Tuesday, October 9th at 9:00am EST.

Here's wishing all our fellow Canadians a Happy Thanksgiving! Have a safe and great long weekend!

Tip of the Week!

Did you know that advanced HTML users now have the ability to override the automatic resize feature?

Our latest feature release now includes a new image class: No Resize.

When users upload images, ClubRunner automatically resizes the images based on where it is being uploaded. Now, users well versed with HTML have the ability to override the stylesheet to prevent the system from automatically resizing the image by adding a style tag within the image. (ex:<  img src=" link "style=" max-width:none;"  >

For more information regarding this new feature, please do not hesitate to contact our support team!

 

Feature Updates!

From adding more currenices within our Dues and Billing module to adding filters in reports, we've been working on releasing some great new features within ClubRunner to make it even easier for clubs and Districts to manage their daily activities. These are just some of the latest features we have released!

Filters Added to Missing Email Address Reports

On the District site, you now have the ability to select member type (i.e.: Active, Honorary, Ex-Member, Staff, etc.) prior to running the report to find members with missing email addresses in their profile making it easier for you to locate the information you need.

Member Terminations Confirmation
Now when you terminate a member, you will see a popup that will tell you the various groups that the member will be removed from such as Custom Distribution Lists, Committees, Executive listing for current year, etc.

Dues & Billing - New Currencies Added

In order to accommodate our International clients, we`ve added new currencies in the system such that invoices can be created with currencies pertinent to the country. Our latest feature release includes the addition of Cayman Island Dollars. A full listing of the curriencies available can be accessed from the `Configuration Settings`page found in the Dues and Billing module.

ClubRunner's Satisfaction Survey - Results!

Thank you again for participating in our survey a short while ago. We truly learned a lot from your responses and received some great feedback which we will be incrementally working into the ClubRunner service.

What We Learned

In fact, thanks to your feedback, we gained valuable insight both into improvements to make within our product as well as our help and support resources.

What You Loved

• Our Knowledgebase with help articles & on-demand tutorials that you can access on your own time
• Regular feature updates which we release every two weeks addressing customer feedback
• Our friendly and knowledgeable support staff
• Ability to manage your club events, communications, website, dues and more as a team from one place

What We Can Improve On & How We're Addressing Your Needs

• Ease of use when it comes to navigating the Admin page as well as overall speed 

This is something we are working to improve. In fact, ClubRunner is undergoing a complete redesign from the ground up with our upcoming Version 3.0. Your key to connect to the cloud, not only will Version 3.0 be more intuitive and flexible, it will also have a faster interface. Additionally, Version 3.0 will be hosted on a more scalable infrastructure and will have drastically improved response times. For more information on Version 3.0, please click here.

• More intuitive design features

Many of you gave us great insight into the areas that are cumbersome and where you would like to see improvements. As such we have been working hard to ensure that our upcoming Version 3.0 will meet your needs with more design templates to choose from, more customization options including drag and drop widgets and lots of new features to make your communication and administration tasks even easier.

• Access to more help articles and tips/tricks articles with screenshots from within your club site

Although there was a lot of positive feedback regarding our knowledgebase, we also learned that you would like to see more tips and tricks articles and more how-to videos addressing various items as well as more short-on demand tutorials. Within the next coming months, we will be revamping our knowledgebase and will be including more troubleshooting FAQ's and commonly asked questions as well as more videos and help articles. Additionally, we will also be adding more tips/tricks articles for more advanced users.

Addressing the concerns regarding making it easier to find our help resources, there are now many ways to directly access all of our support resources. To access our knowledgebase, you can:

• Click on the Help tab from within your Admin page
• You will notice specific help articles displayed on the right side of your Admin screen depending on the page you are on (i.e.: Dues & Billing, Site Pages)
• Visit www.clubrunner.ca and then on the Need Support button the left side of the page
• Visit community.clubrunner.ca and then click on the Knowledgebase button the left side of the page
• Bookmark www.clubrunnersupport.com to quickly access our main support center and gain all the information you need

Additionally, you can also join the conversation and discuss your best practices with other ClubRunner customers by participating in our Community Forum. You can login to the community forum using the same login credentials you use to access your website.

• Better follow up with bug reports/system issues

We did receive some great suggestions regarding reporting bugs or system issues. We understand you want to be kept in the loop and as such we are building an internal infrastructure to be able to follow up with customers and give status updates when bugs are reported. We will also be publicizing a page of 'known issues' along with their resolution dates so that you can keep track of the work being done. Additionally, when we have scheduled system updates, you can follow your announcements on our twitter page.

We also received numerous feature requests from you as part of your survey responses and are happy to announce that you will see many of the requests incorporated into the ClubRunner service offering in our upcoming release of ClubRunner Version 3.0.

We hope this gives you a better idea of our direction and thank you once again for all the feedback. We are committed to making ClubRunner easy to use and valuable to all Rotary clubs and we truly appreciate all of your support in helping us become more aware of areas of improvement. Should you have any questions or concerns, please do not hesitate to contact us!

Congratulations Rotary Club of Chaguanas!

Early on last month, we conducted a ClubRunner Satisfaction Survey so we could hear your thoughts about ClubRunner. We were honoured to have received such an overwhelming response from all the survey respondents and would like to sincerely thank everyone that participated for their feedback and suggestions!

While we could not respond to everyone individually, our support, development and management teams read every single comment and we took away some incredible suggestions, which we will slowly begin adding to the ClubRunner service. Apart from various feature requests, there were many things that we learned from all of your responses which we will be sharing with you in a later post, as we continue to analyze all the results!

As our way of thanking all of the respondents for participating in our survey, we entered all the clubs in a draw for a chance to win a free one year ClubRunner subscription. Congratulations to the Rotary Club of Chaguanas - Trinidad!

Please continue to send us your feature requests and suggestions or should you have any questions, please do not hestitate to contact us!