New Release: Mass change any member attribute.

Posted by Boyd Pelley on 9/19/16 7:04 AM
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Tags: New Release

New Release: Check Scanning

Posted by Boyd Pelley on 6/20/16 3:05 PM

We just released a check scanning feature within the contribution batch data entry screen.  It is designed to work with a Magtek 22523009 scanner (pictured below).  This scanner has a USB keyboard interface so it plugs into a PC or Mac and acts just like a keyboard when you scan a check.  It requires no setup other than plugging in the scanner.  When you test it by scanning a check, you will see that it types for you.

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Tags: New Release

Release Notes: Check Scanning, Reports, Registrations, and more

Posted by Boyd Pelley on 6/20/16 8:04 AM
Here are a few new things we released the last couple of weeks.  We think you'll find these really helpful. Please share with admin assistant(s), financial admin, event registration, youth, children, and any others.
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Tags: New Release

New Release: Built-in Email Marketing.

Posted by Boyd Pelley on 6/6/16 10:44 AM

You'll love this!

Last week we released some significant email upgrades you are going to love.  Be sure to forward this email to everyone else on staff who uses email to get the word out.  You'll see quick access to these under the Communicate button.  This email gives you a short overview of these features followed by the details.

  1. Delivery stats.  Opens, bad email addresses, etc..
  2. Add attachments to CT email.
  3. Create and save email templates.
  4. Schedule when emails are sent.
  5. Send a preview/test email.
  6. Customize lists with granular unsubscribe.
  7. Editor upgrades.
  8. Images: auto upload pasted images, thumb nail preview of images, inline editing.
  9. Advance pasting from MS Word.

1. Delivery stats.  (Released in April)  Click Communicate then Email History. You will see your reputation, # of emails sent and overall deliverability rate.  Put an individual email address or a subject line in the search box and a date range to see delivered, failed, and opened emails.  Rejected emails include: bad addresses (hard-bounce), bad connection and system will re-try (soft-bounce), rejected as spam.  The system will discontinue sending emails to anyone who marks Churchteams as spam.  You will need to contact support to reverse this.
2. Attachments.  The new email editor has a blue "Attach File" button listed below the text box.  Use this to attach PDF, microsoft office documents (word, excel, powerpoint), CSV, RTF, and TXT.  Other types are not allowed for security reasons.  Automatic virus scans are done on the files before sending.
3. Email Templates.  Under the email subject line is a drop down list of saved templates.  Two template formats are provided for you to build on and save, others can be found using the link to free templates.  When you've created a template you like, click the "Save as Template" button for future use.  There is an "Email Templates" link under the communicate button for quick access to review, create and edit templates
4. Schedule sending emails Want your email to go out at a future date/time?  Schedule that by using the schedule feature found just above the "Attach File" button.
5. Send a preview/test email.  Use this blue button located just above the green "Send" button to send yourself a preview of the email to make sure it looks correct.  The "To" field defaults to the email address in the "From" field but can be edited on the popup that appears after you click to preview.
6. Email Lists / Unsubscribe options.  We created/added a new custom member attribute to manage newsletter and/or email lists. The default is just a single response: "Newsletter".  Edit and add responses to fit your church under settings / members / custom attributes.  You can use the "Email request for updated information" report to allow people to choose their response.  Previously, people who unsubscribed were removed from receiving any email sent through reports.  This option allows the person to unsubscribe just to specific lists.  
These lists conveniently show up as options any time you are sending an email using the reporting system:
If someone clicks the "Unsubscribe" link on your email (whether you filtered by the "Email lists" attribute or not), they will be taken to a page to choose which list(s) from which they wish to unsubscribe.  Choosing to "Unsubscribe from all lists" is the same response as the old universal unsubscribe.
7. Editor upgrades.  The new email editor has an updated user interface and easier options for inserting images directly (without using a link reference).  The new editor is available on the primary email page but also other areas of the system where HTML is composed such as the section for customizing and designing your Contribution email receipt and a number of other locations in the application.
8. Images.  You can now directly paste an image from the clipboard into the email and the system will auto upload it and enter the correct reference/url for the image.  Previously you had to upload the image then copy the reference/url and paste into the email.
Image upload with thumb nail preview of all images.  When you click the image icon on the email editor a box appears allowing you to enter a URL for an image or, click the "Source" icon to go to the image management box.  You can choose any image already uploaded from the thumbnail list or quickly upload a new one.  Sorting and searching are also a feature in this dialog box.
In editor image editing.  When you choose an image, you automatically have in-editor editing options to rotate, crop, re-size, change color/brightness, and more.  Both the newly edited image and the original one are automatically saved.  

9. Advanced pasting from a Microsoft Word.  If you create your email in MS Word, highlight the section you want to use, then use keyboard shortcuts to copy (control c) and then paste (control v) the image directly into the email editor. It will be converted with most formatting intact (although not exactly due to formatting limitations with email in general).  It will also include images in the word document if they are pasted in.
Final note / limitation:  
We did not include a mail merge/personalization feature in this release.  This would use variables such as in the email to add in names or other personal/custom information.  We plan on rolling that into a related feature that will allow you to create then automate sending of a series of emails based on whatever criteria you choose.  No date has been set for working on or releasing this yet.
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Tags: New Release

NEW! Searchable directory, VBS Registration Video and more.

Posted by Boyd Pelley on 4/26/16 8:03 AM

Do you need a directory look up with less information/access than a full member profile - maybe even for some staff?

Earlier this week we released a new searchable directory.  Here's what it looks like:

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Tags: New Release

A Glance at the Latest Features in Churchteams CMS

Posted by Alan Danielson on 2/9/16 6:04 AM

A tool nearly every church is finding indispensible is Church Management Software (ChMS or CMS for short).  As an exponentially growing number of churches begin using ChMS systems, the need evolving and improving products is quickly increasing.  It’s interesting that some of the best innovations in ChMS products come not from the developers but from the users.  In other words, churches are helping shape the evolution of ChMS products. Those who use the products every day know what they really need, so their feedback is vital to ChMS growth.

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Tags: New Release

Added Print to Volunteer Schedule

Posted by Boyd Pelley on 12/10/15 6:02 AM

Thanks to over 100 different churches who jumped on the volunteer webinars last week and this week.  Others have asked about it, so I added another one next week on Tuesday at 11:30 Central.  Double check for your time zone and then sign up here if you missed or want a redo.

We've already upgraded 2 parts of the feature based on the webinars:

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Tags: New Release

New Release - Volunteer Scheduling

Posted by Boyd Pelley on 11/20/15 7:06 AM
I'll send a video on it in the next couple of weeks, but wanted to give you a quick heads up on an exciting new feature we just released today - volunteer scheduling!
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Tags: New Release, Ministry & Technology

Release notes: Tweaks to contributions, reports, and more.

Posted by Boyd Pelley on 10/27/15 5:04 AM
As usual, we've been doing a ton of work behind the scenes to upgrade your experience and the possibilities with Churchteams.  These are not major upgrades, but a lot of tweaks in response to interactions with clients like you.  Hopefully, the images will help you find context and purpose of each of these.  I've organized them by major features.
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Tags: New Release

Nothing New Under The Sun? Church Management in 2015

Posted by Boyd Pelley on 9/8/15 6:04 AM

It’s not uncommon for church leaders to feel that their church management system (ChMS or CMS) is not meeting their specific needs.  That’s why Churchteams makes it a habit to make software upgrades based on the best ideas and feedback we receive from our clients.  By doing so our product is continually becoming more intuitive and more helpful to our end users.  Below is a sampling of some of our most recent upgrades:  

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Tags: New Release

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