On the Household, Member, and Community Member screens, users can now add a PIN to bookmark that Household, Member or Community Member.
This will allow users to PIN and notate tasks that need to be done for the marked record to come back to later.Pins
Pinning a record will allow the user to add an optional note as to why the record was pinned.Comments
Once pinned, you can read the note or unpin using the icons at the top of the screen.image.png74.87 KB
You can also see all of your pins in the Pins and History Section.
From the Pins and History, you can click on the name to jump to the record, click the trash can icon to unpin, or click the notes icon to review the pin notes. image.png138.85 KBImportant Note: The pins are stored per user. Users cannot see each other’s pins.
History Section
A new History section has been added that will record the last 50 Households, Members, or Community Members visited, per entity, by a user. The user can then click on the name to jump directly to that Household or Member. This will allow users to be able to come back directly to a location where they were working if, for any reason, they had to leave Camino during a workflow.
The audit data is stored long term so that in the future reports can be made to show all users who accessed a specific record.
This information is found under the "Pins and History" section. image.png179.93 KB
Send Emails using Distribution List
Parishes and Diocese configured to send email can now send email directly from their distribution list. If a distribution list is created the user can begin the emailing process by selecting "Send Email" under the Communication section.
Users will select the Distribution List they want to email. Camino will automatically refresh the list using the preset list parameters.
Users can then review the distribution list and may any required modifications through the "Distribution List" tab from this page.
Once satisfied that the Distribution list is correct the user can then select "Create Basic Email" or "Create Advanced Email"Send Email Screen
Details on the Basic and Advanced email updates can be found below.
Users can "Preview Email" instead of sending a test email. Users will be able to see what the email would look like for each recipient.
When satisfied the user can select "Send Email" to send out the email to the distribution list.
Sent Emails: Switching to Sent Emails will allow the user to see all the emails which they have sent.
Unchecking "My Emails" will allow the user to see emails sent by other users that they have access to
The three (3) icons after the sent email will allow the user to:
See the list the email was sent to, along with the email status.
See the email that was sent
Copy the sent email and use it as a draft for a new email.
Sent Emails Screen
Basic Email Updates
The basic email function allows users to create a simple text based email that will send to the distribution list. It has been modified to allow single click insertion of merge fields based on the distribution list selected. Create Basic Email Screen
Advanced Email Updates
The Advanced email screen incorporates the new email designer shown in the Fall Update. It now also allows the inclusion of merge tags in the email designer.Advanced Email Screen
PDFs can now also be uploaded into the Advanced Email screen.PDF Uploader
Important Note: Basic and Advanced emails in the Reports Module also include these features.
Miscellaneous Updates:
Talents are now saved automatically without the need to hit the Save button.
The Diocese Record is always on top of the Parish List in Camino.Diocese Top Level
Procedures Section was changed from being tab driven to menu drive with UI improvements on those screens.Procedures Menu
Reports Updates:
Household and Member reports now contain the following fields:
