Tip of the Week!

Did you know that it is now easier to track when you last emailed a statement to a member?

That's right! Now, when you navigate to the Accounts Statesment page within the Dues and Billing module, you will see a new field in the header called "Last Emailed". This row will display the last date you emailed each member their statement making it easier for you to keep track of your statements, opposed to having to click on the name of each member to view the last date it was emailed.


Did you know that the Years of Service report now gives you the option to select from 2 additional filters before generating the report?

Our latest release includes the addition of two new options within the Years of Service report, which you can select to base your report on namely, 'Original Date Joined' and 'Date Rejoined'. When you select Original Date Joined as your option, this report will show you the years of service for each member from when they originally joined Rotary. Selecting 'Date Rejoined' will display the years of service for each member from if and when they rejoin the club/Rotary. These dates are pulled from the member profile.

These are just some of the service updates we've been working on based on your suggestions. There are still a lot of great updates on the way! Have a feature suggestion? We'd love to hear from you.