We are pleased to announce that we launched release 4.0 of eWebLife. This release includes a large number of enhancements across the eWebLife platform as well as introducing a new module, eForumLife. Below are the major release notes.
Notes and Match Notes
Notes enable you to add information about your “people” and organizations that you work with, to track sales opportunities, progress of projects, etc. Match Notes are designed for you to report on the progress of a match between two people, such as in the case of youth or employee mentoring.
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We added the ability for Administrators to add their own Notes and Match Notes to a person record from the Admin -> Person -> Notes page, in addition to adding notes and match notes on behalf of a person.
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The Supervisor(s) of a "Match Supervisor" will get automatically notified when a Match Note is posted by the Match Supervisor. (Match Supervisors automatically receive notifications of Match notes added by the match primary (e.g., Mentor) or secondary (e.g., Mentee) as well.)
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The Admin –> Person –> Notes page automatically defaults to Notes added by or including this member”. You can filter to see notes added by the mentor, match notes, etc.
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The Notes page now includes a preview of the content all notes, match notes, and organization notes consisting of the first 150 characters of the note, in addition to the note title.
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Organizations that are added as a member of a note will now appear in the Members column of all notes screens.
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Individuals who can view “your notes” can now view organization notes posted by you. In addition, you can also share organization notes with all Admins, or selected Admins that do not normally have access to view “your notes”.
Embed Codes
Embed codes allow you to embed a form (e.g., application, RSVP, Volunteering, Donation) onto your website, so that your “people” can sign up directly from your website. The embed code creator allows you to “colorize” the form to conform with your websites look and feel!
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Added the ability to copy embed codes to save you time. Once you get the “right look and feel” with a form, you can copy and then modify it to meet the needs of new forms.
eConnectLife
eConnect is our module that combines the power of an email marketing tool with "ListServ" capabilities.
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A date column has been added to the Bounce screen to indicate when an email bounce has occurred for respective emails. Additionally, the table that appears on this screen is now sorted by descending order of bounce dates by default.
RSVP
Our RSVP system enables you to allow people to sign up for free or paid events. You have the ability to invite your people to attend with personalized URLs for easy sign ups, send marketing email blasts, and a lot more.
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We have improved our “missing information notifications” to facilitate accurate completion RSVPs, including notifications about completing your purchase for paid events.
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A feature has been added to provide administrators with the ability to disable a ticket level. When a ticket level is disabled, it will become unavailable to the basic user, but still usable by the Admin(s). A disabled ticket level may be made available again by re-enabling it.
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Provided the ability to edit tickets after they are active.
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Ticket level computations have been modified. We have updated your RSVP's to accurately address the change.
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Enhanced the RSVP Attendee search capability.
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Added additional custom labeling for RSVP forms.
People
Knowing your “people” can provide you with the “business or ministry” intelligence to better serve your people, to increase sales, donations, volunteering, etc.
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Enhanced People search to provide more targeted results (must match all words in search).
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In Match History, the match member names are now links to the match member records.
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Corrected issues in modifying role of a user when there are contacts with the same email address.
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Corrected issues preventing users or Admins from enabling SMS / text options for notifications.
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Enable authorized Admins to change the login information (email and password) of their administrators.
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Fixed an issue where organizations would appear as blank.
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Fixed an issue to make sure all contacts that are converted to users receive an email notification about the account creation.
Organizations
Like people, knowing your clients, affiliates, member organizations, and other organizational connections is critical to growth and service.
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Added ability to share Organizational notes (see Notes section above).
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Added pagination to Merge Duplicates for Organizations.
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Addressed issues with creating blank organizations.
eGivingLife
Our eGivingLife module is more than a online donation tool. It is a complete giving module which includes recording online and offline donations, track campaign progress, connecting with donors, and creating statements.
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Added the ability to provide or restrict access to eGiving Reports in security roles.
Security
eWeblife has a robust security system to protect your people and assets.
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Custom profile views now include profile pictures.
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Options to share organizational notes have been added to People Relationship Manager (PRM) security roles.
Matching
People Matching is a great way to team up two people to assist in personal or professional growth, or to provide comfort to those in need.
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Matches that appear on the Matching screen may now be sorted by Primary, Secondary, and Date of Match.
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Modified security logic to allow Match Supervisors to view themselves as the Match Supervisor when they do not belong to a restricted group and person type set.
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Applied a fix for geo-location matching (within certain mile radius) in Smart Match.
Reports
Our flexible reporting tool helps you tailor reports about your people, organizations, and activities.
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Added the ability to copy reports to be able to easily use existing reports to modify and create new ones.
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Added encoding support for a larger range of HTML characters in report exports (to address special characters such as a tilde).
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RSVP reports have been enhanced to include Check Numbers (if paid) and Canceled status.
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Added additional criteria of searching fields if a field is “Empty" or "Non-empty".
Applications
Applications can help you track the status of a potential customer, mentor, donor, job applicant, etc.
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Modified the logic and process of handling references, so that you can return an application to an applicant to add or correct the email address of a reference, enabling you to use our automated reference system. In addition, an applicant can replace a reference, if needed.
Membership
Our membership system enables free and paid memberships, and providing member benefits like discounted pricing on events, member searchable database (which you can embed into your eWeblife or other website), and more.
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Enhanced Member Search tools.
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Added the ability for administrators to re-order Categories within a Member Level.
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Added "rolling year" memberships
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Enhanced renewal process.
Websites
Our eWebLife – point and click – content management system provides you with the ease adding new pages and adding and modifying your website content.
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Added the ability to redirect a menu link to another webpage in your website, or another website.
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Added the ability to add a different “HTML title tag” or have it default to the page name, for SEO.
eForumLife * NEW *
We have incorporated the power of the world's most popular Forum, PHPBB, into eWebLife to enable you to build connections between your "people" through the sharing of ideas and to help promote your business or ministry.
Global News
On a global note, we have made some significant changes to optimize our performance and speed. Optimization will continue to be a high priority in the coming months.
If you have any questions about the new features, improvements or would like to learn about adding new modules to your eWebLife platform or joining the eWebLife family of customers, please contact us at support@eWebLife.com.