Fonteva User Component Monthly Update - August 2022

Fonteva User Component Monthly Update - August 2022



Welcome to the August edition of the Fonteva User Component monthly update.    

 

What’s new? 

 

Active Member Snapshot: On the Membership tab, the four charts are now specific to active members only (formerly this view included lapsed members too). A new quick snapshot in case you don’t have time to run the active member roster report. 

 

Upgrade Reports: Two new reports are now available. (1) Upgrade to Emeritus and (2) Upgrade to Architect.  

 

Member totals: We’ve hidden a label (Members: XXXX) which used to appear in the right-hand margin of each tab. The total was contrary to actual/correct totals in other views. 

 

Retention tab labels: Before, renewed and non-renewed report labels were confusing. We’ve corrected and simplified. 

 

Tabs: We removed the “Reports” tab altogether (it has been disabled for a while). One should continue to access reports via the Membership, Retention and Finance tab. 

 

Help us to prioritize future work! A list of items identified by you and your peers. 

 

Please take a quick 2–3-minute survey. 

 

 

What’s up next? 

As always, you may refer to the Roadmap housed in Portal Commons as this document is updated regularly. Based on your help with prioritization, we will inevitably add new items and adjust the timeline. (Thanks for taking the survey.... above!) 

 

 

Support: 

What are the options? 

  1. Email us at digitalsupport@aia.org with Chapter Portal questions/requests or memberservices@aia.org for specific member questions/requests/record updates. 

  1. Click on the new embedded survey or feedback icon within the Chapter Portal. 

  1. 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 for the continued support and partnership. 

 

AIA Technology