Version 0.6 - July 9th
[Bug Fix] Connect Module: When adding a visitor card to CCC, you now have an option to add a card to an existing profile. Individuals can be added through the Finances and Directory modules, so a visitor may already be in your profile directory at the time of their visitor card. In the Connect module, you can search before you add and can now add a visitor card to any individual found in the profile directory.
[Improvement Connect Module: Added a checkbox to allow you to determine whether a welcome email is sent to a new guest at the time of card assignment. Previously, an email was automatically sent with no ability to opt out of sending an email.
[Improvement] Connect Module: Added the ability to remove a Connect Team assignment from a visitor card. Visitor cards entered into CCC can be assigned to member of your Connect Team (team of individuals to help welcome visitors and guests to your church), using this new feature, you can remove any assignments made and reassign the card if needed.
[Bug Fix] Connect Module: You can now view cards by individual assignment. To view all assignments, click Assigned Card within the Connect module. You can see assigned card within the Search Results template, after performing a search within the Connect module.
[Improvement] Connect Module: Added the following actions to the Search Results template: Report Results, Generate Letter.
[Improvement] Connect Module: Added the ability to generate an individual letter for a visitor, if the database reports that the letter has already been sent, the template gives you a button to generate a copy of the letter. This letter uses the text from the Welcome Letter template to generate the letter.
[Improvement] Connect Module: Added the ability to generate an individual e-mail for a visitor, if the database reports that the e-mail has already been sent, the template gives you a button to generate a copy of the e-mail. This e-mail uses text from the Welcome E-mail template to generate the e-mail.
[Improvement] Connect Module: Removed Generate Letters and Generate Emails from Connect module navigation, replaced them with Manage Cards.
[Improvement] Connect Module: Added a template to view a summarized visitor card.
[Improvement] Database Improvement: Improved the ability to track whether a letter or an email has been sent to a visitor. This improvement was made to the database in addition to the base code. These modifications will help track and report actions taken during the welcome process and will attempt to reduce duplicate welcome actions/step during the welcome process.
[Improvement] Database Improvement: Added a data field to track an individual’s Occupation. Will make future modifications to the Directory module to allow you to add, edit, and view this data.