TroopTrack Product Updates

Improvements to Adding New Members 2015-01-16

Adding new members is easier than ever thanks to our latest enhancement. Now you can choose between adding youth, adults, and leaders when you add a member (see screenshot below). We will add sensible privileges to leaders automatically and you will be able to choose specialized privileges (admin, treasurer, or advancement) which will expand their privileges further. 

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Accept Credit Card Payment of Event Fees 2015-01-09

This morning we added an important new feature: paying for event fees with credit cards. To turn it on, go to Manage -> Settings -> Online Payments. Then do this:
1) Click on the "Turn ON" button for allowing credit card payments.
2) Click the "Change" button next to the Credit Card Provider setting.
3) Choose "Stripe"
4) Set up your Stripe account

I recommend you also require payment to RSVP. You can override it for specific events, but it will make it easier to collect payment for events because members won't be able to RSVP without paying. When you create a more expensive event (like summer camp or high adventure) you can turn it off for just that event on the advanced tab of the event form.

If you have turned on the setting to allow paying for events from individual money accounts you will need to turn that off. We'll update this feature so you can use both simultaneously soon, but in the meantime you can only choose one.

A few important notes about this feature:

1) You will see two transactions for each payment in the account assigned to the event. The first will be a deposit for the total amount of the payment. The second will be a debit for the total amount of the credit card processing fees.

2) TroopTrack adds a 25 cent fee to each payment. This fee is non-refundable. 

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Better online payment settings & more! 2015-01-01

Happy New Year! Yesterday we released several nice improvements we hope you like.

1) Online payment settings. You can check them out by going to Manage -> Settings -> Online Payment. These new settings are not only less confusing than the giant troop settings form, they also give you some new capabilities:

2) Printed attendances sheets. Now you can customize printed attendance sheets to include just the information you want. 

3) The money and participation books now include a row totally the information shown.

4) Creating new web pages is less awkward to use now. Instead of sending you back to the Share overview when you save a new page it  takes you to the page you just created. Likewise, when you delete a page it now takes you to the deleted page's parent rather than the share overview.

5) We've updated the terms of service to clarify the confidentiality of data.

I've finished work on the ability to accept credit card payments for event fees. It will probably be released next Friday, pending internal review and testing. If you are interested in using this feature, you might want to set up your payment account with our payment processor, Stripe.com.

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Event Fee Improvements 2014-12-19

Part 1 of a multi-part re-design of event fees went live this morning. Here's what we did:

1) The "Use event accounting" setting will go away. All TroopTrack customers will have the opportunity to pay an event fee when they RSVP.

2) You will be able to designate any money account to receive event fees when you create an event.

3) Users will be able to pay an event fee when they RSVP and will be able to choose a money account they own to pay with.

4) You will be able to see all event fees for an event

5) We've added a new flag to money accounts to identify whether the account can be used to pay personal fees. 

If you are currently using Amazon payments to let members deposit money into their accounts this capability is still available.

Please try it out and let us know what you think.

What's next?

Accepting credit card payments for event fees, that's what!

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Important announcement about event fees. 2014-12-12

I am working on a feature that allows members to pay event fees when they RSVP for an event. Here are 9 important aspects of this new feature that I am interested in receiving feedback on:

1) The "Use event accounting" setting will go away. All TroopTrack customers will have the opportunity to pay an event fee when they RSVP.

2) You will be able to designate any money account to receive event fees when you create an event.

3) Users will be able to pay an event fee when they RSVP and will be able to choose from a variety of payment methods, including a money account they own, Amazon Payments (see 4), and Credit Card (see 5). We will probably add support for PayPal before too long. 

4) Troops that wish to use Amazon Payments will need to sign up for an Amazon Payment account. There is already a setup wizard in TroopTrack to guide you through this process.

5) Troops that wish to accept credit cards will need to sign up for a Stripe account. We will provide a setup wizard to guide you through the process.

6) A 25 cent processing fee will be added to event fees when paying with Amazon Payments or Credit Card. 

7) You will be able to see all event fees for an event

8) You will be able to record manual payments of cash or check

9) You will be able to add youth and adult guests when you RSVP for someone outside of your household.

I believe this will be a major improvement in the handling of event fees within TroopTrack. I hope you will agree with me.

I expect this new feature to go live before the end of the year.

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Interactive Money Book 2014-12-11

This morning we released a new interactive book for collecting information about your finances called the money book. You can filter based on accounts, categories, and a date range. Just go to Manage -> Money Book to try it out. If you don't have any accounts the option won't appear.

I'm considering adding a "Summary" feature as well and am open to adding more filters. Just give it a shot and let us know what you think.

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Training reports your way 2014-12-09

Check out the latest "book" feature - an interactive training book. Like the other "books" we've released lately, this is a simple tool for letting you choose what information about training you want to see. It's great for things like:
- getting a list of all the adults in your troop with YPT training
- getting a list of all the training a leader has had in the last year
- exporting all the training everyone in your troop has ever had so you can make a super fancy graph in Excel. 

Here's a screenshot. 

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Get participation info in just a few clicks with the new participation badge book 2014-12-01

Have you ever needed to get a list of all the campouts a youth has ever been on? Or the number of service hours performed by a patrol/den/level?

With the new participation books, getting customized information about participation couldn't be easier. Modeled after our badge books, the participation book is an interactive tool for searching through years of attendance records in just a few clicks. Here's a screenshot of the participation book in action.

To try out the new participation book, just go to Plan -> Participation Book.

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New this morning: "Open" mailing lists, deleting sign up items, editing sign up sheets, and deleting your own photos 2014-11-30

Open Mailing Lists

Several years ago we added the ability to restrict the use of mailing lists to a subset of recipients. The intent of this was to allow you to block out anyone who abused the lists without removing their ability to recieve emails sent to the list. This worked well, but it increased the burden of setting up the mailing lists, and in reality abuse of the lists was pretty rare.

To make setting up mailing lists easier, we have added a new setting on mailing lists called "open mailing list". If this is set, then everyone in your troop/pack/service unit can send to the list. If you want to restrict the list, then you set open mailing list to "no" and you can select who can send to the list.

This setting also can be used on magic mailing lists.

New mailing lists are open by default. 

Sign Up Sheet Improvements

If you have the manage sign up sheets privilege you are now able to delete sign up items and to edit and delete all sign up sheets, not just your own.

Photo Album Improvement

Previously only people with the manage documents privilege could delete photos. This mean a user with the upload photos privilege could upload a photo but could not delete it if they wanted to. As of this morning, members with the upload photos privilege are able to delete photos they uploaded. This only applies to photos uploaded after November 30, 2014. Photos uploaded by that will still need to be deleted by someone with the manage documents privilege.

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User Profile Tabs Work Better 2014-11-19

Have you ever uploaded a file to a user's profile and had it go back to the main user profile tab afterward? Or wanted to bookmark a particular tab on the profile? I have.

This morning I pushed an update to profiles that will make the tabs work better. You'll be able to refresh the page without it changing tabs on you, and I've updated the various actions you can take so that it brings you back to the right tab when you are don.

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Edit "Reported On" field for Ranks and Merit Badges 2014-11-19

New feature for BSA troops - the ability to change the "reported on" field for ranks and merit badges so that you can force an update to council when you use TurboNET to create an advancement report. I'll add this for Packs soon.

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New printable summary of money accounts 2014-11-14

A lot of you posted comments about wanting to see a summary view of your money accounts on our facebook page this week, so here it is... Just go to Manage -> Money Accounts and click "PDF" -> Summary PDF. 

 

Didn't know we had a Facebook page? Want to check it out? http://facebook.com/trooptrack

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Minor feature: Deleting sign up sheets 2014-11-13

New today - the ability to delete sign up sheets.

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Weekly Newsletters & Announcements! 2014-11-10

Have you ever wanted to send out a newsletter every week instead of once a month? Now you can! Just go to Communicate -> Newsletter to change your newsletter settings. You can also create announcements that will show up on each newsletter.

You can also preview what the email would look like if it went out today, and you can even send it out right away.

In order to create announcements you will need the manage announcements privilege.

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Perforated Award Card Paper 2014-11-10

Almost forgot to mention this... perforated award card paper is now available for purchase on TroopTrack... Just go to Achieve -> Print Award Cards to buy a pack of 800 cards.

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Only product updates after September 2014 appear here.