TroopTrack Product Updates

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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Sign Up Sheets Now Available for Use! 2014-10-31

Happy Halloween! Have we got a treat for you...

Sign up sheets are now available for your use, but you'll need to edit your privileges first.

Sign up sheets look very similar to checklists, with one major difference:

A checklist is a list of people who all need to do the same thing, like turn in a permission slip. A sign up sheet is a list of a bunch of things that you need volunteers for. 

Step One: Create the sign up sheet and invite some volunteers

Go to Communicate -> Sign Up Sheets. If you don't see that option you will need your privileges updated to include sign up sheets.

Step 2: Add some items to the sign up sheet

Once you save your sign up sheet you'll be able to add items to it, like this:

Step 3: Sign Up!

Everyone you've invited to your sign up sheet will have an assignment listed on their "My Assignments" page until the due date is passed. Once they volunteer for an item, that will also show up on their assignments page. Assignments are also included in the newsletter.

Enjoy!

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Support Outage on Friday, October 31st at 8:00 AM ET 2014-10-30

TroopTrack will be down for a database upgrade Friday morning. This should be a brief outage and will start sometime between 8 and 9 am ET and should be over in less than an hour.

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Only product updates after September 2014 appear here.