Main development steps

Here's a summary of development milestones in FloMembers membership management.

2025

• Applicants can select a group role on application form.

• Added duplicate record comparison.

• Added support for language-specific registration form URL’s.

• Redesigned setting activity status.

• E-card preview made visible to admin.

• Added ability to reject multiple applications.

• Started using Lettermint.

• Added Holvi support.

• Added option to send SMS notification when sending invoice.

• Added data validity check to Activity Stream.

• Added option to require client terms on forms.

• Added invoice preference and paid invoices filters to Ledger.

• Added event owners feature.

• Added event registration transfer feature.

• Added support for keyboard shortcuts.

• E-membership card sending can be triggered when email is added.

• Added support for Apple Wallet.

• Enabled authentication app 2FA.

• Added ability to export expired donations.

• Made second automatic reminder optional.

2024

• Added filter option for Donations in Main View.

• Activated automatic crediting for Unlimited clients.

• Allowed multiple credit memos to be issued for a single invoice.

• Added searching by payment type in ledger.

• Made e-membership card validity rules editable.

• Added event fee categories.

• Added membership payment status column to Main View.

• Save person's municipality automatically.

• Added automatic credit memos for cancelled event registrations.

• Added meeting link to events.

• Implemented Liana Mailer integration.

• Added ability to change start / end date of connections.

• Added "Add to group" selector to Groups view.

• Introduced a widget for checking Maventa print service status.

• Enabled sending email to selected event registrants.

• Added calendar view for events.

• Added Briox integration.

• Added exporting bookkeeping to Netvisor.

• Added Fennoa integration.

• Added human readable Maventa error messages.

2023

• Pagination-persistent grid selection taken into use.

• Added feature to modify multifield labels.

• Replaced CKEditor with Redactor X.

• Automatic email added to warn about account deactivation.

• Added ability to limit export presets for group-level privilege owners.

• Average and median age of members was added to reports.

• Added support for multiple languages in some custom emails.

• Dropped Google Analytics in favour of Matomo.

• Enabled issuing credit memos for selected invoices.

• Added option to print and send reminders for selected invoices.

• Allowed all clients to schedule roles.

• Allowed changing order of roles on application form.

2022

• The ledger shows a send log for each invoice.

• An automatic extra fee can be set for paper invoice recipients.

• Event registrations can have a separate payer.

• System can automatically add or remove a person from a group when paying a membership fee.

• The administrator can activate the two-factor login in the system settings.

• Event participants can register their participation in an event by using the QR code on their electronic membership card.

• Data exports can be viewed under Settings > Logs > Export log.

• An email will be sent to the applicant if the applicant provides an email address that is already present in the register.

• When invoicing an event, you can select the desired registrants to whom the invoice will be sent.

• If a new beneficiary is attached to the payer after the main invoice has been sent, this will only be taken into account in the following year's invoice to reduce separate invoices.

• Credit memos take into account the VAT of the original invoice row.

• The system suggests changing the preferred invoicing method if an e-mail address is added for the person.

2021

• Invoices for donation campaigns can also be sent as e-invoices.

• If necessary, the application form can allow to select only one role.

• In the main view, admin can filter out those who have not paid their membership fee in the current year.

• Export presets are also available in the ledger.

• Additional features have been added to the transfer of documents to the printing house: attachments can be included more flexibly.

• The group admin can remove persons from the group.

• The system can send payment reminders automatically.

• An automatic birthday greeting can also be sent by SMS.

• After two years of inactivity, members' login permission is removed automatically.

2020

• Export settings allow admin to define and save several presets. They can be used when exporting data to Excel.

• In the event settings, admin can activate an automatic reminder message to be sent the day before the event starts and a message to be sent when the event is finished.

• It is possible to activate an automatic birthday message to be sent to members.

• Activity tab of the persons lists also events they have participated in.

• SMS sending can be scheduled.

• Application's accessibility has been improved.

• New graphs have been added to the reporting.

• E-invoicing was updated to use Finvoice 3.0 standard.

• Ledger can be filtered to membership payment invoices.

2019

• Transaction import from banks has been renewed.

• Integration settings have been moved to a separate view in Settings.

• Admin can give people who are connected with each other the right to edit each other's information.

• Reports section of the application has been redesigned.

• Event registration can be restricted to logged-in users only.

• Members who are able to log in can be given the right to see their own roles.

• In ledger, you can search for invoices by invoice row text or additional information, and filter to those invoices that are unpaid.

• If a reminder fee or interest is applied to invoices, these will also be taken into account in the ledger.

• Business ID format is checked automatically.

• Email log allows admin to copy the recipients, title and content of a previously sent message into a new message.

2018

• Quick search has been added to the top navigation bar. The search targets the same fields as the Text Search in Advanced Search.

• Extra email addresses can be added in Settings, to be used as sender's email address for outgoing messages.

• Multiple organizer email addresses can be entered for events.

• New integrations

  • Sending e-invoices to private customers (B2C) is now possible.

  • WebServices: automated transaction imports from all major Finnish banks.

• Attachments can be added to invoices or letters that are sent to printing house for printing and posting.

• Credit memos can also be sent as e-invoices.

• In addition to the default application form, parallel forms can be created, for example, for subscribing to a newsletter.

• Improved security

  • more extensive logs and audit trails

  • viewing persons' information can be logged

• Hint texts can be added to custom fields; you can also change the fields' settings and visibility.