New Feature! Recurring Events in the Tendenci Events Calendar

Updates to the Tendenci Events Calendar Module!

You can now add Recurring Events in the Tendenci Events Calendar Module!

When you add an event in the events calendar, you will now see the checkbox option “Is Recurring?” beneath the Date and Time info. Checking this box will display recurrence options for the event (see screenshot below).

Recurring Events in Tendenci

Note that once created, each occurrence of the event will be a separate Event record in Tendenci that you can edit and users can register for.

View our new Tendenci help file for more details on using this feature: tendenci.com/help-files/recurring-events

 

Questions? Let us know in the comments or by emailing support@tendenci.com!

 

Tendenci Updates for November 22, 2013

This week, our team rolled out the following updates to the Tendenci software!

Theme Editor Saving Just Got Easier!

When updating in theme editor, you can save as you’re working and the editor stays on the current line. You know your work has been saved because a little message pops up next to the save button.

Tendenci Theme Editor Save Screenshot

WYSIWYG Update – Maintain Proportions on Images

We fixed some glitches in the WYSIWYG (What You See is What You Get) editor so you can now resize images in the editor easily. Just update the value you know (Width or Height) and leave the other blank – make sure the “Maintain Proportions” box is checked and then click “Update Image.”

Tendenci Resize Images Maintain Proportions

WYSIWYG Update – File Gallery Improvements When Importing Media

When uploading media to a page, the “File Gallery” tab shows you all the media uploaded to that page. If there are a lot of files uploaded to a page, this page can get long and take some time to load. Our team created a new File Gallery using AJAX that loads 10 files at a time (and loads 10 more as you scroll through) for much faster loading!

Tendenci File Gallery

Questions or feature requests? Let us know!

Demo: The New Tendenci Dashboard!

A few weeks ago, we announced that the new Tendenci Dashboard would be rolling out to Tendenci 5.1 sites!

Today we wanted to share a quick video from Eloy Zuniga Jr., one of our Tendenci Programmers, as he demos the features of the new Tendenci Dashboard. Check it out!

 

Tendenci Automatic Updates

Tendenci sites hosted with us get automatically updated as we roll out new features like the Tendenci Dashboard! Look for more coming soon as we continue to add features and expand Tendenci even more!

Questions?

If you have any questions, please contact our Support Team at support.schipul.com or (281) 497-6567 ext 411!

Introducing the New Tendenci Dashboard!

We Are So Excited to Introduce the New Tendenci Dashboard!

The Tendenci Dashboard is the very first page you see when you log in to your Tendenci website. In the past, the Tendenci Dashboard has contained a list of Tendenci modules and corresponding icons. With the NEW Tendenci Dashboard, you will now see a whole console of helpful metrics that visually show stats from your top Tendenci modules!

Our goal with Tendenci is to build software that gives you insight into your online and offline community. The new dashboard provides valuable information about what is happening across your website!

The new dashboard will begin rolling out Monday July 1 to Tendenci 5.1 sites.

Old Tendenci Dashboard:

Previous Dashboard View

New Tendenci Dashboard:

New Dashboard View

Available Tendenci Dashlets

The charts that make up your Tendenci Dashboard are called “dashlets.” The new Tendenci Dashboard is launching with the following dashlets:

Memberships

Members shows a graphical breakdown of Memberships by type.

Active Membership Graphs

 

Corporate Memberships

New, Renewed, Expired, and Upcoming Expired Corporate Memberships show activity in each of those categories for the last 30 days.

Top Corporate Memberships lists your top 5 Corporate Memberships by active users.

Top Corporate Members Dashlet

Events

Upcoming 5 Events shows the next 5 upcoming events on your calendar and registration stats.

Upcoming Events

Top 5 Events shows the most popular events sorted by event log views over the last 30 days.

Screen Shot 2013-06-26 at 1.06.14 PM

Forms

Top 5 Forms shows the most popular forms sorted by number of submissions over the last 30 days.

Top 5 Forms by Submissions

Pages

Top 5 Pages shows the most popular pages sorted by event log views over the last 30 days.

Top 5 Pages by Views

 

Customizing Your Dashlets

You can customize your Dashboard by setting these dashlets to show or hide, and reordering them.

To customize your dashboard, click the top link labeled “Customize Dashboard Statistics.”

customize your dashboard

From here, simply check the boxes to show and hide dashlets you want to see. Use the drag and drop arrows on the left to reorder the dashlets, and click Save to set your changes.

New Tendenci Dashboard Customization

Miss the Tendenci Icons?

As you get used to navigating your site with the new Dashboard, you can always display the Tendenci icons by scrolling down to the bottom of the page, and clicking “Show Tendenci Icons.”

Dashboard Icons

More to Come!

We are constantly working to improve Tendenci, and will continue to expand the functionality of your dashboard.

Have questions or specific suggestions you’d like to make? Let us know! Contact our Support team at (281) 497-6567 ext 411 or by contacting support@schipul.com!

Facebook Like Button Rolling Out to the Tendenci Photos Module!

We Love Facebook! And it just happens to be a fantastic place to share content from your Tendenci website – especially PHOTOS! Starting today, we are rolling out the Facebook Like Button to the Tendenci Photos Module for all Tendenci 5.1 sites. See it in action and Learn More!

Facebook Like ButtonWe Love Facebook!

We’re big fans of Facebook – and we’re not alone. Over ONE BILLION people are active on Facebook each month. Facebook is particularly powerful when it comes to photos, with over 350 million photos uploaded each and every day!

 

Integrating the Facebook Like Button with the Tendenci Photos Module

Starting today, we are rolling out more social sharing options within the Tendenci Photos Module. You will soon see the Facebook Like Button automatically displayed on each of your Tendenci Photo Albums and individual Photo Page to make sharing your Tendenci website content on Facebook easy and simple!

The update will roll out to all Tendenci 5.1 sites in the next few days.

 

Check Out the Facebook Like Button in Action!

Check out the Facebook Like Button in action on Tendenci.com/photos

Facebook Like Button on a Tendenci Photo Set

Facebook Like Integration with Tendenci Photos Module

Facebook Like Button on an Individual Photo

Facebook Like Integration with Tendenci Photo Albums

Have Questions? Concerns? Let us know! Email support at schipul.com or call (281) 497-6567 ext 411 to speak to our Support Team!

 

Keep Up to Date with the Latest Tendenci Updates!

Never miss a Tendenci feature announcement or training class! Sign up to receive our Tendenci Email Newsletter!

We’ll send you information on features updates, upcoming training, tips and tricks for managing your Tendenci site, and more!

 

New Invoicing Reports for Revenue Analysis and Payment Reconciliation

How much money goes through your website each year? A thousand dollars? A hundred thousand? And where is it coming from? Jobs? Events? Are you really getting the most out of the features your website has to offer? Lots of questions! And now, some answers…

Tendenci Invoice Reports

Introducing Invoice Reports!

We are excited to release Invoice Reports to our clients! This set of advanced Invoice Reporting is a new feature for Tendenci 5.1 websites that provides information about which fundraising programs are bringing in the most money for your group.

These reports, run for a specific date range, return both summary and detailed information on all revenue-generating (or fundraising) modules on your site: Events, Memberships, Job Boards, Directories and Donations.

Now you can see, in one consolidated report, where the revenue is coming from and just how much your site is facilitating your fundraising efforts!

Accessing the Reports

Tendenci Invoice ReportsTo access the reports on your site, go to the Admin Bar and choose Reports > Invoice Reports. (You must be on Tendenci 5.1 to use this feature. If you do not see the Invoice Reports option, please contact either Support (5.0 users) or Sales (4.0 users) to upgrade!)

You will first see a list of any reports that have already been generated on your site. This allows you to build a report based on specific criteria and then run that report over and over again for different date ranges. Choose to rerun one of your previous reports or build a new one!

Using Reports for Reconciliation

One of the options you have with the reports is to choose invoice payment status: All, Invoices with an Open Balance, or Invoices with No Open Balance. This is great for the person who reconciles the money for your organization! If you allow people to place openings on your job board or register for events online but permit them to pay offline via check or cash, you can use this data to reconcile your payments.

Tendenci Invoice Reports
Sample Invoice Report Detail

Click on one of the revenue categories to jump down to the detailed invoice list for that group. From here, you can see each invoice and quickly locate those with an open balance. Click on the ID to open a specific invoice to see the detail, review contact information and mark the invoice as paid once payment has been received.

Invoice Reports Tell the Story!

Tendenci was specifically designed to help organizations raise funds for the programs and services that they offer. These reports will help you evaluate your different programs, determine your biggest moneymakers, reconcile your offline payments and get all of your revenue figures in one place.

So at the next board meeting, when the questions arise, you can show, real-time, with the exact data, the financial strength of your various fundraising activities!

An Events Calendar Tool Powerful Enough to Handle 2013 – Twelfth Day of Christmas Gifts from Tendenci to You!

merry christmas frame spegcs calendarComing to Tendenci Websites in 2013: Event Management and Registration Features You’ll Love for Your Festivals, Galas, and Fundraising Events!

2013’s going to be a Big Year, and Tendenci’s working on new updates to your online calendar and event registration module because we want to make sure this is your biggest year yet!

On the 12th Day of Christmas, Tendenci’s Gift to You: Twelve New Updates to the Events Calendar Module!

Here’s 12 new features and updates we’re making this year to the Tendenci Events Calendar module to help you manage online registrations for your association programs and fundraising Gala’s.

** We’ve got even more event module updates planned for Tendenci’s 2013 Roadmap, and this list is just to give you a taste of the delicious treats we’ll be adding to Tendenci in 2013!

You’ll Love Creating New Events With These New Features

1) Import and Export Events

events import option coming soon
Soon You Can Import Multiple Events with a CSV Template!

We’re super excited about this feature because it will make it faster for you to create multiple events simply by importing all of the text and dates in a spreadsheet, instead of having to create and type in all of this information manually for each event.

2) Default Custom Event Registration Forms

Now you have the choice of using  the default event registration form, or our improved custom event registration forms. We listened to your feedback this year and the new custom registration forms now have predefined  fields that integrate with the website’s database and user records for reporting and simplify the time it takes you to create and customize a new registration form.

custom event registration form
We’ve simplified custom event registration forms for you!

If you want to use a custom registration form now, you already will find a default form with the standard contact information handy to add or remove to your form simply by checking a box. You can also customize which fields on the custom form also display on the event roster. Now you can ask what t-shirt size or special meal requests your guests have without the time involved with creating a brand new form.

3) Schedule Automatic Email Reminders to Attendees

email reminders automatically when you create event
Upload Images and Format Event Reminders to Match Your Association’s Brand

When you create new events, you’ll find a new option that enables you to send email reminders to your attendees that you create and schedule. Tendenci will automatically send the reminder for you, so you don’t have to remember to remind your registrants!

4, 5, & 6) Three New Ways to Promote, Search and Display Your Eventspriority groups and event type filtering new options

4) More Search Options

We’re adding more searchable field filters to the events module so your members can find the events most relevant to each of them. You’ll be able to search your events by date, event type, membership and user group permissions, and more!

5) New Priority Event Feature

You’ll soon find a new Priority checkbox on your new event forms. When you check this, Tendenci will keep your events on top of your events search list, and add a Star icon to your month view calendar. Now you can highlight your main events each month to help your members decide which events to attend.

priority events search and month views
Tendenci Makes Your Top Events Our Priority Too!

Here’s some fun ideas on how you can use the new Priority Event feature:

  • National Associations can feature a different Chapter’s programs and events each month to increase engagement from your different local chapter members!
  • Use the Priority events to promote membership engagement and offer prizes for those who attend every featured event this year!
  • Increase Corporate Sponsorship and Corporate Membership dollars by offering to add your supporting partners’ events to your calendar with the Priority feature setting for higher level packages.

6) Group-based Permission Settings for Displaying Events

This feature will enable you to designate certain events as “belonging” to certain user groups or membership types and allow you to do some really fun things with how events are displayed on your website. For example, one of your study groups could have their monthly study meetup on your event calendar and you’d assign the event to their study group.

Then, you could create a sidebar or box that would only display upcoming events from your event calendar that are assigned to that study group on the study group’s main information page. Members of the study group could visit the study group page and also see upcoming events specific to the group and you only have to add the event once to your calendar to share it in multiple places on your site!

Better Registration Experience for Your Users!

You want your website to be fun for your users and members in addition to your staff, and we’re making big changes across our website to provide better user experiences for your online community members. Here’s some of the ways we’re making registration for events simpler for attendees.

7) Fewer Steps to Register and Pay for an Event

We’re streamlining our registration form so that event registrants can go through as few clicks as possible when purchasing tickets and RSVP’ing for your association events. For most events, your users will be able to add multiple event attendees, select member versus non-member pricing, and view their total all from one registration page.

Adding new registrants is as easy as clicking a button – literally! Just click “Add Another Registrant” and a new section for the registration form will appear below the first registrant. Click to add as many registrants as you need and then submit just once to register and pay for everyone.

registration form for events default
We’re Streamlining Event Registration Process for Your Attendees!

8) Your Users Can Find and Manage Their Events for You!

With the new “My Upcoming Events” option, your members and regular event registrants can now search for events they’ve signed up for, update any of their registration information, cancel events, and add the event to their calendar using the Event ICS option from one place.

new my upcoming events feature
Your members can find and manage their event registration information!

Bonus for You and Your Staff:  this empowers your members to manage their own event registrations, view outstanding balances, and make payments on your website. This means your event manager doesn’t have to handle as many of these admin tasks and she can focus on all of the important tasks!

9) Updated Email Template for Event Registration Confirmations

We’ve made a few small updates to the default system email template that your website sends to registrants and confirms their registration along with their receipt for paid events.

The new email template includes an image and uses more of the formatting from your events’ description fields to give your event confirmation emails a look and feel that more closely matches your website’s Event Page. We’ve also made some updates to the helpful links section of the email to ensure your event registrants can find all the information about your event details as well as manage their outstanding balances and registration information.

images in email confirmation
We’re Updating the Look and Feel of Event Confirmation Email Templates!

10) Your Event Roster Now Tracks Attendance

Your event roster has a new “Attend” checkbox where you can mark who attended an event from the roster on your website. If you don’t have internet and a web browser at your event, then you can also print the roster with the Attend checkbox. After the event, take your printout and update the roster on your website with who attended so you can better track and measure attendance for your events.

event roster screenshot
Tendenci Event Roster to Manage Registrants

This is a huge benefit for large events where you have a team of volunteers handling check-ins. They can all be logged into your website and click to check off the people who they’ve confirmed at the event simultaneously!  The next day, you can log into your site and see at a glance who attended and didn’t. You can even view what time they were checked in.

11) Search and Manage Event Registrants Individually

The Event Roster is more intended for you to use to manage all of your event registrants in a batch, and when you need to find a specific registration to cancel or edit – you’ll be seeing some updates here also. We’re adding more information about the registrants to the view, and we’re integrating the event registrant’s contact information and site activity with their user profile on your website.

event registrant search
Manage Individual Event Registrations in Tendenci!

12) Improved Batch Management for Events

On the 10th Day of Christmas, we shared our updates coming to your site’s Admin Backend. You’ll love the updates we’re making that enable batch filtering, editing, and deleting event types, custom event registration forms, and discount codes from the Admin Backend.

Here’s a preview of a new feature that will let you reassign event types:

reassign and manage event types
Keep Your Events Calendar Up-to-Date with Your Association’s Many Changes!

You can quickly change all of the events of one type to another type. Most associations experience lots of changes as they grow and we see features like this helping you keep your website fresh and reflecting the latest changes without demanding lots of time from you and your staff.

Sign-Up for Tendenci 2013 Updates

Keep an eye out on the Tendenci Events Calendar because in 2013, we’re adding new training and workshops for our Advanced Tendenci users. We’ll also start posting scheduled maintenance and software updates, speaking events, and major announcements to help keep you in the loop with what we’re doing at Tendenci.

We are constantly exploring new ways to keep you in the loop with what we’re changing here at Tendenci. Let us know how you like to find out what’s going on here at Tendenci!

MERRY CHRISTMAS FROM TENDENCI!

We’re celebrating the Twelve Days of Christmas with daily previews of the all new Tendenci Features coming to your association website in 2013! Join us each day to “open new gifts” filled with feature updates for your website! Visit our Twelve Days of Christmas Main Page to find new gifts for each day from now until January 5th!

We love to hear your questions and comments about Tendenci, the open source CMS for Association’s – leave a reply below in our comments section or send us your thoughts via email to support@tendenci.com.

Advanced Tour of Your Admin Backend – Tenth Day of Christmas Gifts from Tendenci to You!

Coming in 2013: We’re updating several features in the administration dashboard to give you easier control over your site’s advanced management tools. 

When we rewrote Tendenci in Python and Django in order to release an open source version, we also updated the Administration Management Dashboard that we commonly will refer to as your “Admin Backend”.  The Admin Backend is intended for Tendenci Super-Users to manage the more advanced site and user functions, as well as give our open source users quick access to developer and theme documentation and tools.

ON THE TENTH DAY OF CHRISTMAS… TENDENCI’S GIFT TO YOU: Awesome Updates to Your Admin Backend!

access admin backend

Until now, most users have probably never seen this part of your site, and because we’re going to be adding tons of pretty awesome new features to your Admin Backend this year – I thought I’d offer y’all a tour.

If you have any questions or comments after the tour, please post in our comments section below or email me.

Your Administration Dashboard aka “The Admin Backend”

You can easily navigate to your site’s Admin backend two ways:

  • By adding /admin to the end of your site URL in the browser address bar
  • Navigating using your Blue Top Bar Admin Nav Menu through the dropdown menu under “Quick Links”

** You’ll need to have Super-User level access to the Tendenci website in order to access the Admin Backend regions.  

Sneek Preview of Upcoming Awesome Admin Backend Updates

Here’s a screenshot the site Administration Dashboard Homepage that you’ll see when you first log into the admin backed. You’ll see the full list of modules under Site Administration installed on your site.  If you install any plugins, such as the staff or videos plugins, you’ll find those listed here as well.

admin backend tendenci contributions
Your Admin Backend Dashboard Gives You Access to Advanced Site Features.

The Admin Backend dashboard also shows you your “Recent Actions” where  you can see recent items you’ve added (marked with a green plus icon), and edited, (marked with a pencil icon). The actions are linked to the content enabling you to quickly access the most recent content you’ve been working on.admin backend tendenci contributions

New Batch Management Tools

If you click through to one of the modules, for example the Files module, you’ll find the batch organization tools to make it faster for you to update, add, delete, and manage your site’s content and users. The batch organization tools give you the ability to effect multiple files at once.

Here’s a preview of some of the new batch management features we’re adding:

Click to filter and view Contributors and Owners of Files, Pages, Articles and Other Site Content

Filter content and files by the creator of the item on your site with a single click. The updated Filters let you see which users have added content as well as filter by active or inactive files.

files admin backend updates to sort by file owner
Filter and View Content based on the User who Added the Content

You might use this if you’re trying to find the original content for something that a former Staff member or Volunteer had created. You can even combine the filter by owner with the active filter option to see all content that’s currently active or inactive.

Inline Batch Editing for Titles, Tags, and other Fields

With the new inline editing option, you can quickly edit certain fields like we’re showing here for the stories module. Without having to click and wait for the full edit page to load – you can update tags, titles, categories and other fields just by clicking in the field, typing your changes and pressing enter or clicking out of the box.

stories in admin backend have more edit options
Inline Editing Options for Stories in the Admin Backend
drag and drop re ordering in admin backend
Just hover over the Reorder icon and then click and hold your left mouse button to change the ordering.

Use the drag and drop re-ordering feature to rearrange the order of content inside your admin backend. This is really great for content such as stories, photos, and video galleries where you may want the content to display to users in a different order than you originally uploaded the content in.

For example, when we initially uploaded a series of Membership videos to the website, the videos were displaying out of the series’ order on the video gallery page.  By going to the Admin Backend “Videos” dashboard, we were able to drag and drop the videos into the right order, and display the Membership Module 9 Video Series in order from start to finish:

video gallery re order display series
Simply Drap and Drop to Display Your Videos in Order!

Advanced Sorting Options

The new sorting options will enable you to quickly sort a module’s files using one or more of the header Fields. You can select which header fields to include in the sort and rank them in order for sorting.

For example, let’s say that you’re reviewing content on your website to make sure everything’s up-to-date for the new year. Using the advanced sorting options, you can search your Articles by the last date they were updated so that the most recently updated articles showed up first or last. You can also select to filter out inactive and pending articles by clicking the “active” filter. This way, you can easily start sorting content by starting with content that you know is publicly visible.

admin backend sort and filter field headers
Click to Sort and Filter Content in the Admin Backend

As you update content, the “Last Updated” date will change, automatically creating a way for you to keep track of your content that’s been recently edited and see at a glance what content is out of date.

Advanced Site Documentation from Docutils

We also integrated Tendenci with Docutils, an open source document management tool.  New Tendenci sites automatically will include advanced documentation and resources for those of you working on Tendenci as a developer or designer and you’ll access these tools from your Admin Backend dashboard.

template and site documentation
Find Advanced Documentation and Resources in Your Tendenci Admin Backend

Our developers have packaged up helpful code snippets, in-depth information about Models and Views, and more!

MERRY CHRISTMAS FROM TENDENCI!merry christmas 12 days tendenci frame

We’re celebrating the Twelve Days of Christmas with daily previews of the all new Tendenci Features coming to your association website in 2013! Join us each day to “open new gifts” filled with feature updates for your website! Visit our Twelve Days of Christmas Main Page to find new gifts for each day from now until January 5th!

We love to hear your questions and comments about Tendenci, the open source CMS for Association’s – leave a reply below in our comments section or send us your thoughts via email to support@tendenci.com.

 

Even More Digital Media Features – Ninth Day of Christmas Gifts from Tendenci to You!

Photos of "Natural Acts in Artificial Water"

“On the ninth day of Christmas, my true love gave to me… nine ladies dancing.”

On the Ninth Day of Christmas: More photo album features for your photos!

How much do Photos really matter Online? A lot!

Photos can be extremely powerful content on your website to engage your users, tell your association’s story, encourage donations, and serve as frequent content updates that keep visitors (and search engines if you add unique tags and descriptions) coming back to your site for more!

 

Want to know just how often your photos are being viewed?

Visit your Event Log Summary Report to see your Tendenci site’s photo activity.

Find your Event Logs Summary Report

The Event Log Summary Report is the first report listed under the Reports tab of the Tendenci Admin Bar – or navigate directly to YourURL.com/event-logs/reports/summary to see your report.

In the real client example below, Photo views (represented by the blue bars) have the most activity of any module on the site. Even more than regular CMS pages (green) and events (orange).

Sample Client Event Logs - Blue Bars represent photo views

New Tendenci Features for Rich Media!

In 2013 we will be rolling out some new features to the Tendenci Photo Albums & Video Gallery modules to give you even more control over your online photos and videos! Here are some features coming soon to Tendenci:

Updates to Tendenci Online Photo Albums:

  • Updated module settings, including options for who can add new photo albums

photo setting options updated tendenci

  • Drag and drop re-sort on photo albums
  • Ability to assign a photo album or individual photo to a specific user group

Example: Photos tagged with a specific group or committee automatically feed into the sidebar of that Group’s page

dynamic photos for groups

Updates to Tendenci Online Video Gallery:

  • Sorting options by title, category, and ordering
  • Drag and drop reordering in the admin backend

Tendenci Videos Module Drag and Drop Reordering

Merry Christmas from Tendenci!

We’re celebrating the Twelve Days of Christmas with daily previews of several new Tendenci Features coming to your association website in 2013! Join us each day to preview these feature updates for your website!

Visit our Twelve Days of Christmas Main Page to find new updates for each day from now until January 5th!

We love to hear your questions and comments about Tendenci, the open source CMS for Associations – leave a reply below in our comments section or send us your thoughts via email to support@tendenci.com.