Changes to MemberHub - for PTA Unit Leaders
PTA Members Listing
The PTA Members page got a well-deserved overhaul. The new PTA > Members listing is full-screen with several enhancements.
- The PTA > Members page provides access to the Add Member form for entering cash/check members.
- The Memberships Export has several improvements, including splitting the first name and last name into separate columns.
- You can now void cash/check memberships on this page.
- The Status dropdown field in the upper left allows you to see your voided memberships.
- We took a few fields from the former Transactions table and added them to this table.
- Any Extra Donation amounts entered on the Add Member form can be exported using the Export Donations link on this page.
To go along with these changes, we’ve removed the Money tab in the Admin Console and moved the Merchant Processing Agreement and WePay Login links to the Store Admin tab in the Admin Console. All your online financial transactions can be found in your Store Admin now!
On the Add Financial Review popup, we replaced the “School Year” dropdown with the date dropdown “Fiscal Year Ending” for continuity with the Form 990 confirmation. This is surely going to reduce the confusion for both our unit leaders and internal team. Eyes uncrossed again.
Store Administration Enhancements
NEW: Store admins can now rearrange the order of items and memberships in your storefront. Put more important items to the top so visitors see them first.
Orders index date now reflects the date of the purchase instead of the date the cart was created. This definitely makes more sense.
Order/Payment IDs are now underlined so you can tell that they actually are clickable and take you to Order details. #helpful
An issue with item order history export was fixed.
Stores that have been disabled because of WePay discrepancies now properly prevent checkout. And visitors will see a friendly warning.
We fixed a problem with additional field names getting mis-formatted when you an edit an item.
The Orders listing is now showing purchase cost instead of total cost in the order index and item order history index.
Changes to PTA Manager - for State Leaders
Reporting Improvements in PTA Manager
We are adding new reports in PTA Manager for all State Leaders, and we have also made a subset of these reports available at your PTA Region and PTA Council level!
Check out the Reports tab in PTA Manager if you’re a state leader or have admin access to a region-level or council-level site in MemberHub.
Other Changes in PTA Manager
We updated the "Import Members" membership importer tool in PTA Manager. This new version runs the import in a background task and emails the results to the person running the import. This avoids the dreaded timeouts state leaders were seeing.
A few updates to Unit Dues Payments table in PTA Manager: Fixed Paging, Removed Sorting, but added Search Parameters (WePay Checkout Id and Payment Id).
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