Enhancements for the Week of May 2nd

Support Articles Enhancements for the Week of May 2nd
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ServiceReef | Missions Made Simple

May 4, 2016

General Platform Enhancements - Week of May 2, 2016

Merge Users

Every once and a while you will have someone who creates multiple ServiceReef accounts. You now have a tool to merge users but note, you CANNOT undo this merge so make sure this is what you want. You can find this tool in your organization's management page of Members, look for the large Actions button in the top right and follow the steps.

Admin Search

Enhanced the search tool for admins for more dynamic searching and the ability to search by either name or email address.

Fundraising Record Updates

Automated record updates once an organization refunds an application fee.

Trip Name on Master Application

The Master Application used to have the organization name at the top of the page, this is now replaced with the trip name for better user orientation.

Sub Account Clarity

Greater flow and visual imagery for use of sub accounts.

White Label SEO

As a user may find a white labeled organization on the general label of ServiceReef, they will be automatically redirected to the white label for that organization. This white label will then guide the rest of the user's experience even if they view an event for another organization who has a white label (unless they go directly to that new white label).

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Passport as Application Field Type

Now a better way to manage passport! Managing passport information can be a challenge each participant may have a passport, may be applying for one, or even your favorites who don't even know. ServiceReef has built a simpler way to manage passport data in a way that matches how your participants live life and manage their own passports. Let's explore how this now works. How do I make passport data part of an application? A new field has been created in the application builder (both for the Master Application and the Event Application) to require passport field data. You can drag and drop this block of data at any point into either of these applications. We do recommend you not do both. For most organizations this is best to keep at the event level as you may have a number of domestic events where a passport is irrelevant. Once you have added this item you will also have the option to make these fields mandatory. What information is collected? The fields include: Passport Status Full Name on Passport Passport Number Passport Date Issued Passport Issed By Passport Expiration Date Passport Image Upload (encrypted) How do we access this information once it has been entered by the participant? If you add this as an application field, the data is accessible through the participants application and the export fields for your team. Can the user update their information? Yes, ServiceReef dynamically links these question fields with the user's profile so they can go into their profile at any time and update any passport information. You can instruct your participants to log into their accounts and find the Passport tab to the left of their account.

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Custom Confirmation Message

Customized Event Confirmation Messages We are pleased to an additional tool for customizing your confirmation message. Where can I find this message area? This is located in your Application tab for an event. Where is this message seen? The message you create here will be visible on the registration confirmation page (regardless if the event requires approval or not). How might we use this? This customized message block is a great place for you to load next steps, key links, and other pertinent data you need to share for instruction.