CERVIS v3.2.0 - November 30, 2013
Please note, not all new features are available to Basic and Standard Edition customers.
Expanded Volunteer Profile Management Options
Control Profile Creation - CERVIS has traditionally employed an "open" registration methodology which allows any volunteer to quickly create a profile and register for events. For organizations needing additional control of the volunteers in their account and wanting to prevent volunteers from creating their own profiles in the system, CERVIS has now included the ability to implement a "closed" methodology. To prevent volunteers from creating profiles, just head to the system configuration and update the "Allow Profile Self-creation" field under the "Security Options" section.
Merge Duplicate Volunteer Profiles - From time to time, every organization comes across duplicate profiles in their account. Whether the result of a data import or the result of volunteers changing their email address without changing their existing profile, it can be very time consuming to reconcile. Now you can easily merge duplicate profiles within CERVIS with the new "Merge Profiles" functionality. Simply select the duplicate volunteers and click on the "Merge Profiles" button (Located under the "Display Additional Options" section of the Volunteer Dashboard) to get started.
New Custom Profile Question Options - We have added three new additional ways to use custom profile fields within CERVIS to give you greater control on how you collect and utilize volunteer information. These new options are:
Yes (Vol Read Only): Field is enabled and individuals with 'Administrator', 'Leadership Team', and 'Group Leader' access level can view and update the information. The information is visible to the volunteer, but they cannot update it.
Yes (Admin Only): Field is enabled and individuals with 'Administrator' access level can view and update the information. The volunteer can also view and update the information, however, the information is completely invisible to individuals with 'Leadership Team' and 'Group Leader' access level.
Yes - Private (Admin Only): Field is enabled and individuals with 'Administrator' access level can view and update the information. The volunteer can initially set this value when creating a profile, but are unable to view or update the information after initial creation. The information is completely invisible to individuals with 'Leadership Team' and 'Group Leader' access level and to the volunteer.
Track E-mail Subscription Status - A new "E-mail Subscription Status" field has been added to volunteer's profiles to track and manage email preferences. In the past, the "Volunteer Status" field has been used for this purpose but offered limited functionality due to the way many organizations utilize this field. Manually updating this field is limited to individuals with the 'Administrator' access level. Additionally, an unsubscribe request completed via the "Unsubscribe" link at the bottom of E-mail messages will also now automatically update the new "E-mail Subscription Status" field instead of the "Volunteer Status" field as it has done in the past.
Enhanced Time Slot Functionality
Time slot grid view - A new layout has been implemented when creating or updating a time slot event. This new layout, called Grid View, creates a "cleaner" view of the time slot data by taking up less vertical space on the page, and improving the overall visual layout of the page. If you prefer the old view, you can easily switch back and forth between grid view and standard view with a single click.
Duplicate time slots - Often times, organizations need to add a new time slot to an event. This process has been simplified by the addition of the "Duplicate Time Slot" feature. Simply click on the "Duplicate Time Slot" icon to the left of each time slot row and a new duplicated slot will be instantly added to the event.
Delete time slots - This new capability allows you to completely delete time slots from a time slot event instead of just hiding them. The ability to delete time slots is limited to individuals with the 'Administrator' access level.
Bulk Event Attribute Enhancement
New bulk update options - Implemented new feature that allows you to update the registration restrictions and event sign-in sheet options of multiple events at the same time. If you've ever realized at the last minute that you put the wrong registration restriction on all of your events or that you forgot to include a needed field on all of your event sign-in sheets, you'll really love this feature.
Improved CAPTCHA Functionality
Standardized Functionality - Replaced the custom-developed CAPTCHA (verification code image) required for volunteers when creating a new profile or submitting a project request, with an industry standard implementation of CAPTCHA. This new implementation enhances accessibility for users with impaired vision and increases the security and integrity of your account.
Remove CAPTCHA/Verification Code - You now have the option to completely remove the CAPTCHA (verification code image) required for volunteers when creating a new profile or submitting a project request. We do not recommend that you disable this feature for most situations, as it can decrease the security and integrity of your account, but we do realize that some organizations desire an easier workflow for volunteers and so we have provided this option.
In the near future, we will be implementing a restriction that will require "Normal" events to last a duration of less that 24 hours. Normal events are intended to be used for a single service opportunity at a specific date and time, but up until this point have allowed it to be longer than 24 hours because "Service Project" and "Time Slot" event functionality (which are designed for longer term service opportunities) did not exist in the system. With this update to CERVIS 3.2.0, when you create or update a "Normal" event within CERVIS, you will see a warning notice that says:
Effective January 31, 2014, "Normal" events will be required to be less than 24 hours in duration from the Event Start Date/Time to the Event End Date/Time. If you currently use "Normal" events that last longer than 24 hours in duration, please contact CERVIS Customer Support to explore additional methods to manage longer service opportunities.
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