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Fonteva User Update - April 2022

Fonteva User Update - April 2022

Created by Ann Turner
Last updated: Apr 01, 2022Version comment

Welcome to the April edition of the Fonteva User monthly update. This month, it’s all about the Chapter Portal.


What’s new and improved?


Chapter Portal

  1. The new Portal Commons section includes important information to keep you informed. Work in Progress and the Roadmap should not be missed!
  2. “My Chapters” is exactly what it sounds like...a navigational/content tweak we hope you find more intuitive as you navigate.
  3. Yellow is not our favorite color! These new banners, which complement the new Portal Commons section draw your attention to additional important information and reminders. If not already, yellow will be loved, eventually (we hope)!
  4. We want to hear from you! You may continue to email us at digitalsupport@aia.org. And/or, you may choose to provide feedback by way of survey (black lower screen widget) and/or tell us how we’re doing or how we can further assist by clicking on the red “feedback” icon (right hand margin widget). In advance, thank you for allowing us to support you, and for making us better.
  5. On the Membership tab (just below reports), demographic specific charts have been returned. Your Board may appreciate the visuals!
  6. Several reports within the Membership and Retention tab have been improved and are available for use. Please be advised (and noted in Portal Commons), the CES Audit and Lapsing report will yield results once those respective processes are run in April.


What’s up next?

As always, you may refer to Work in Progress and the Roadmap as these documents are updated regularly. In case you don’t have the time to review them now, be advised improvements to the Transfer and Upgrade report and ACH report (refunds) are in progress as we speak. We hope to have all three completed in April. In the interim, email digitalsupport@aia.org for immediate assistance.

Additionally, other features and functionality are in progress too. Those details are a surprise! Well, not really as they are named in the aforementioned documents. Take a look!


Support

What are the options? 

  1. Email us at digitalsupport@aia.org with Chapter Portal questions/requests or memberservies@aia.org for specific member questions/requests/record updates.
  2. Click on the new embedded survey or feedback icon within the Chapter Portal.
  3. Check out the Wiki for training, webinar, FAQs and so much more. Note: While this material may prove useful in the interim, stay tuned for revised resources to reflect recent improvements.


Thank you!

The migration from netFORUM to Fonteva was not an easy feat. But together, we did it. Thank you for your patience and support throughout. As we turn the corner, we commit to further elevating our support to you, and our members.


Customer Success (formerly Product Success)