Release Notes 2/6/19

 

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 I’m excited to share the latest updates to FellowshipOne – we hope they are pretty on the eyes and help you save some of your precious time! I’ll share one quick update for accessing reports, then we’ll move on to which pages have been given a fresh design and the time-savers we introduced for the new volunteer pipeline.

Accessing Reports Has Never Been Easier

For those with Reports-related security rights, the “Reports” navigation option now expands a drawer with the following options:

  • My Reports
  • Core Reports
  • All Reports

This is great news for new users and helps send you directly to the reports you need.

Latest Pages with a Fresh Look

We’ve released the latest batch of newly designed Portal pages, and boy are they pretty! Can we say that about our own product? I don’t see why not. This release includes the following pages (with special callouts for functionality changes):

  • People Search (officially renamed from “Find a Person”)
  • Individual page
    • Only see the groups to which you have access
    • Add requirements straight from the page
    • Select edit or delete by hovering over the given items
    • Fixed a defect that was causing an error when selecting the link to view someone’s attendance if they had double quotes in their name.
    • Moved the communications and address last updated date from this page to the Edit page
    • Moved the “Delete InFellowship login” link from this page to the Edit page’s Communications tab.
    • Updated the address verification icon to a shield icon

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  • Edit individual
    • Now combines Profile, Communications and Privacy Setting tabs in one page. Users will see the tabs for which they have security rights.
    • Moved the “Delete InFellowship login” link from this the Individual page to the Edit page’s Communications tab.
  • Household page
    • Split the “Contact items and Notes” card into two separate sections like what is seen on the Individual page
    • Add notes and contact items straight from this page, just like you can for individuals
    • Moved the communications last updated date from this page to the Edit page
  • Edit household
    • Profile and Communications tabs are on a single “Edit” page. Users will see the tabs for which they have security rights (Address edit will join in a future release).
    • Communications tab now includes supplemental communications (instead of them being on their own page)

Check out the new pages and let us know what you think!

 

4 Time-Saving Enhancements to the Volunteer Pipeline

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We’ve heard some great feedback on the new volunteer pipeline and have turned the following customer requests into a reality. We hope they’ll save you time as well!

Add/edit custom headers and descriptions for volunteer applications

Okay, okay, this may not directly save you time, but it does mean you can:

  • Use your own congregant-facing language if the word “volunteer” has been banished by your church staff
  • Make your application headers and descriptions as fancy as you’d like
  • Stave off phone calls and emails by better informing your volunteers (err… prospective serving team members 😉). Hey look, that does save you time!

Go to Volunteer > Volunteer Admin > Manage Applications, select an application, select “Edit” in the General Information section, and customize to your hearts content.

Get notifications for new applicants

All designated Portal users for a volunteer opportunity (aka the “Responsible Users”) will see a My Tasks item for any new applicants (“screening” status) or applicants in “requirements” status. This allows them to go directly from their Portal home page to view the list of applicants with a single click. If an application no longer has pending applicants, it’ll fall of the user’s My tasks list.

Clone an application

Don’t want to recreate an entire fleet of applications and opportunities for a new Ministry or Campus? Boom! By cloning an application you’ll be on your way to new ministry/campus happiness. Access this option by going to Volunteer > Volunteer Admin > Manage Applications and select “Clone Application” within an existing application’s action gear.

Streamlined application workflow

Why spend time clicking when F1 can click for you? When adding an applicant into the pipeline directly from Portal, if there is only one Opportunity, we’ll auto-advance you to the application questions. No screening questions, reference check questions, or background checks needed? Straight to the confirmation page you go! You can use this as a quick method to add people into a pipeline that need to be worked. 

That’s all for this go-round. We’ve enjoyed all the great feedback you’ve given over the last couple of months – keep sending it our way!

Best,

Andrew Moultrie

Product Owner – FellowshipOne

Announcing F1+Shelby’s Financial Integration!

 

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We are excited to announce our Shelby Financials Integration! With this new integration, your church can be equipped with the most comprehensive People Management software on the market along with an unparalleled name in church accounting software.

FellowshipOne is about helping your ministry care for people. Shelby Financials is dedicated to the stewardship of your ministry’s resources. With this integration, your church can be excellent stewards of your two most valuable resources: People and Finances.

With FellowshipOne + Shelby Financials, your church can:

  • Enjoy seamless reconciliation by keeping contributions and receipts perfectly in sync with bank accounts.
  • Maintain a high degree of data integrity by reducing the degree of errors caused by manual data input.
  • Eliminate time wasted on manual data entry with a new intuitive workflow, saving the church on labor costs.
  • Easily find and sync specific subsets of transactions based on the date range and contribution type or batch.
  • Create separate journal entries for each unique Company, Year and Period all in the same export.
  • Maintain separate journal entries for receipts and contributions, even when attributed to the same fund and accounts.
  • Keep contribution data private and financial data secure.

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Click here to visit our website and learn more about FellowshipOne + Shelby Financials. Join FellowshipOne and our partners at PSK CPA for a FREE webinar covering financials on June 28. You can register here.

Product Update: FellowshipOne GO

A new dashboard option has been added to the FellowshipOne GO navigation menu.  The Dashboard option is in a user-friendly location within your FellowshipOne GO system allowing you to view your important church metrics.  It is easily configurable with multiple variations to customize a dashboard of widgets.

Continue reading “Product Update: FellowshipOne GO”

FellowshipOne Insights Dashboards at a Glance

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FellowshipOne Insights Dashboards provide visibility into ministry effectiveness by giving you value-driven visualizations of your church’s data – all with an easy to use, modern design. You’ll find key value indicators and useful charts and graphs for your church’s contributions and attendance data, all with the ability to filter to the data that’s relevant to your needs. For example:

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Attendance by Month Trend

This report dashlet is located on the Activity Attendance Overview Dashboard. This shows the total number of people attending activities at the church by month (for the last 12 months), but also the average number of attendants per activity.  In this example, it’s key to ask the question, why did the attendance drop beginning May and begin to increase again in October?

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Transactions & Unique Contributors

These Key Performance Indicator (KPI) dashlets are located on the Contributions Overview Dashboard. This shows the number of transactions and unique contributions over the specified range. In this particular example, the downward arrow shows there are 29 less contributors than the previous year.

To learn more about FellowshipOne Insights, click here.

The FellowshipOne Coordinator Application is Better than Ever!

Recent updates to FellowshipOne Coordinator make managing classrooms easier and more intuitive than ever! This web-based application is designed to give those charged with managing a group of classrooms convenient visibility into the number of participants and volunteers currently checked in.

Users can:

  • Login with most web-enabled mobile devices
  • Monitor room capacity and increase or decrease room capacity based on need
  • Open or close rooms as needed
  • Monitor student to Teacher ratio
  • View a list of students and volunteers currently checked into each classroom
  • Move teachers and students from one classroom to another

New updates to FellowshipOne Coordinator include:

• Completely updated design

fellowshipone coordinator

  • Better performance
  • Ability to provide volunteers with a direct url to an Activity in Coordinator
  • Improved user experience

FellowshipOne Coordinator is part of the FellowshipOne Premier Check-in Suite. If you are not a Premier customer, but are interested in learning more, please email sales@fellowshipone.com.

Product Release Notes

The FellowshipOne Development team has been very busy! Here is a quick review of some of the key initiatives we have worked on:

FellowshipOne Insights

Many customers cited the need for more intuitive reporting as one of their biggest pain points when it comes to FellowshipOne. We listened and were super-excited to release the FellowshipOne Insights Contributions and Attendance Dashboards in April. With the addition of the newly released Attributes Dashboards, churches now have the power to visualize and track what matters most. Be sure to explore all of the features of Insights that include innovative reporting, easy filtering, numerous export options and the ability to schedule and send reports to other users.

Continue reading “Product Release Notes”

Insights Attributes Dashboards Are Now Available!

We are thrilled to announce the release of the Insights Attributes Dashboards, which use the flexibility of FellowshipOne attributes to help track what matters most to your church. Individual attributes in FellowshipOne can be configured to track virtually anything including Spiritual Growth milestones, Assimilation, Email preferences, and even how new visitors hear about your church.

Continue reading “Insights Attributes Dashboards Are Now Available!”

F1 Product Release Notes July 2017

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At FellowshipOne, we’re constantly striving to improve our customer’s experience with our product. Recently our focus has been on improving both the look and functionality of our church management solution. Below is a list of some of the most exciting new features that are now available:

·         Admins choose which Activities are available for Mobile Check-in

·         Congregants enjoy a simplified work flow for Mobile Check-in

·         Leaders enter notes about Group Meetings when Posting Group Attendance

·         Admins report on notes entered for Group Attendance

·         Congregants can edit InFellowship giving schedules from a mobile device

·         Portal enhancements streamline administrative processes, including the ability to delete InFellowship

          Accounts form the portal

·         A dozen separate iOS Check-in updates improve overall usability and printer connectivity

Look for more product release announcements to be shared soon!

FellowshipOne Launches Insights!

If you’re like most church leaders, you have neither the time nor desire to crunch numbers all day. You’ve got meetings to finalize the VBS schedule, schedule guest pastors for this summer, and even more meetings to finally nail down the sermon series for the fall. You have too much to do to comb through pages of data.

Instead of spending hours trying to make your data make sense, FellowshipOne Insights does it for you, so you can put your energy and time into your ministry instead. With a customizable and easy to use interface, you can find what your church thinks is important quickly and easily.

Modern churches crunch numbers to assess how they are operating and leading against their goals and mission to grow people spiritually, and to discover where improvements need to be made. They need to discover information and detect trends that aren’t immediately noticeable. They need reliable data on which to make predictive decisions for the health and true growth of not only the church, but more importantly its members and visitors. Insights can be the key to assuring that kind of growth in your ministry.

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FellowshipOne Insights offers unparalleled visibility into the effectiveness of your ministries. You would also be able to lead your church into greater accountability based on data-driven analysis of where you are using your resources.

Attend one of the FREE webinars to see all the benefits of FellowshipOne Insights.