Kavi® Members 4.0 Release Notes

About Kavi Members

Kavi Members provides user and company management as a core component of both Kavi Workspace and Kavi Membership. Kavi Members manages your account holder database, automates and personalizes email communications, and dynamically generates up-to-date member directories and company rosters. It offers fine-grained access to tools and content within Kavi Workspace by tracking user roles and permissions.

In Kavi Membership, the Kavi Members application facilitates membership signup and renewal processes, tracks membership histories and reports on membership data. If Kavi Billing and Kavi Commerce are installed, Kavi Members can sends out invoices for renewing memberships.

New in Kavi Members 4.0

Standardized addresses and support for multiple Address Types are featured in the 4.0 rollout. The large text block for street address has been replaced by address line 1 and address line 2 fields, with an option to enable a third to accommodate long, complex addresses. Addresses contain addressee information independent of account name for greater flexibility and accuracy.

Organizations that collect address data can enable drop-down Country and State/Province (for the U.S. and Canada) lists, with text boxes to collect address information from users outside these areas. Different Address Types can be collected for users or companies with different purposes, so that the organization could require mailing addresses for members, but make this optional for nonmembers.

Multiple Addresses, Standardized Address Formats

Organizations that track company or personal addresses will welcome this expanded support for addresses. Super Admins can visit the new address configuration tools on the Super Admin menu, and administrators and users will see standardized address fields on all relevant user and company forms.

On upgrade, a 'Mailing' Company Address Type and 'Mailing' User Address Type will be added on any site that collects user or company addresses. Existing address data will be migrated into appropriate data fields and the upgrade script will convert common abbreviations of states, provinces and countries into standard ISO country codes and North American postal standards if it can do so safely. Custom address data fields will not be affected by any of these changes.

Multiple Addresses

• The Super Admin tool Configure Addresses is used to set global address options, then Manage Company Address Types and Manage User Address Types are used to add Address Types specifically for companies or users.
• Address Types may be required or optional, and can be restricted to specific purposes.
• Organizations can choose to gather multiple Address Types for companies or users. For example, an organization may require a mailing address and a shipping address for Member Companies, and have an optional mailing address for nonmember companies.
• A billing address is added automatically by Kavi Billing for organizations with Kavi Membership with billing. This is not an Address Type, but its configuration is dependent on the settings in the Configure Addresses tool.
• Using the Upload Data tool, multiple addresses can be imported into the Kavi Members database.
• Address Types can be controlled through privacy options and selected for display in Member Directories.

Standardized Address Formats

• Address formats now implement standard North American postal and shipping formats, with an options to switch to free-form addresses. The multi-line street address block has been replaced by Address Line 1 and Address Line 2 fields, and Address Line 3 can be enabled in the Configure Addresses tool. Address Line 3 can be useful in handling longer, more complex addresses. The upgrade process splits street addresses into separate lines when a newline is encountered.
• Country and State/Province/Region fields now have the option of being presented as select lists of standard place names, or free-text entry. These fields are set to text entry by default, but drop-down select lists can be enabled after upgrade for greater data normalization.
• The Integrity Checker provides information about non-standard address field data, and reports if it finds data in the Address Line 3 column in the database and Address Line 3 needs to be enabled.

Changes in Purposes

• A new Change a User's Purpose tool has been added in the Super Admin area. When changing user purposes, any user or contact types that are no longer valid with the new user purpose will be revoked. Default company contact types for the new purpose will be assigned. The Super Admin will be warned of any repercussions (e.g. changes in user access) before the change is made.
• The Change a Company's Purpose tool has been improved. It now revokes any company types that are not appropriate for the new company purpose, and adds any default company types for this purpose. If the company has users and the purpose assigned to these users is incompatible, these users will be assigned new purposes. Any user or contact types that are no longer valid with the new user purpose will be revoked, and default contact types for the new purpose are assigned.
• The Upload Data tool can be used to switch users and companies from one purpose to another, as long as the company and user purposes are compatible.

Email (Admins)

• On the Manage Email Schedule page, the template names are now links to manage the template.
• An 'Email Template About' column has been added to the Manage Email Templates tool (e.g. User, Company Membership, etc.) and you can search for templates based on the Email Template About value.
• Individual users can be selected when sending email via the Send Template Blast tool.
• An Email step has been added to the Add, Edit, Renew and Replace Company and Individual Membership pages to allow administrators to view and manage scheduled email triggered by the action.
• Added a quick link to 'Send Password Requested Email' on the Manage a User page.

Field Manager (Super Admins)

• Company, User and Membership custom fields can now be managed in the Super Admin area. New tools have been added in the Super Admin Area to Add, Edit and Delete custom fields.
• Fields can be created, edited, removed and tested, and Super Admins can preview how various forms will look with these fields.

User Features

• A Primary Contact (or other company administrator) now sees a link to Manage My Company on the User Tools page in the Members area. When visiting the company roster (kmembers/person/roster/) on a site where company administrators are allowed to manage their company's roster, a link to the Manage Roster tool (/company/roster) is displayed.
• An ultra-simple, intuitive Change My Password form takes a user quickly through the process of resetting a password, then prompts the user to login with their new username and/or password.
• On the Manage a Roster page, the Change Status link has been changed to Activate/Deactivate and the display has been improved for better readbility.

Kavi Membership (Admins)

• On the Edit a Membership form, the membership duration is now displayed.
• Address integration with Kavi Billing is supported. The address component of Billing Information is managed in Kavi Members, so that the contact name and address are viewed and updated along with other account holder contact information.

Other

• Members Mailing Lists have been moved from the Kavi Members Super Admin Menu to Kavi Mailing List Manager Admin Menu, where they appear under the name Dynamic Members Mailing Lists.
• The display of the Contacts section on Manage Membership Application pages has been improved to display contact information on separate lines for better readbility. Also, Primary Contacts are now always displayed first.
• Edit Admin Info link on Manage a User page provides shortcut to Admin Info fields.
• An Activity History API has been added.
• Fixed bug where site updates set the Last Modified date.
• Fixed bug where individuals weren't always properly inheriting their company's ANSI interest category.