As part of our commitment to your success, we’re happy to announce several improvements to Atlas to help you manage your organization more efficiently and effectively. We will roll out these changes to all customers by Tuesday, February 18.
Payment Selector in Email Invoice Search
We've added a new search tool the Invoice Selector in the browser, so that you can search for invoices to email by their payments when sending out invoices! Create your list in the Invoice Selector, search by payment date or type, layer with any other search criteria like Dues revenue items, and send out a thank you to everyone who paid! You can also search by "periods" like the past day, or past month, to set this up as a recurring email. Click here for more information.
This release includes the following enhancements and fixes:
- Added PR to the list of states in credit card billing address forms
Are you ready for the NEW profiles module in the browser? Watch for updates this week as we get ready to launch the new and improved profile search, edit, and new member workflows in the browser! Click here for a sneak peek.