Hi all and welcome to another stuffed full of goodness, TeamKinetic update.
We’ve got some big changes in the pipeline regarding customising workflows. These are going to take some time to realise properly, so we wanted to get some of the smaller things done and dusted so you don’t have to wait.
Catch the full summary of changes made in this TeamKinetic update via this video, or tuck into all the details in full below.
Data Retention Options and Rules
In this TeamKinetic update, there are two new options that work well with the auto-delete options to handle your data retention needs.
You can now select the level of data you wish to retain when any volunteer is removed, by an admin, by themselves or via the auto-deletion of inactive volunteers.
The first level only saves the volunteer’s hours, anonymously in the deleted hours total that you see in reports. This has been the only available level of data retention to this point.
The second level adds the volunteer’s essential profile information; name, email address etc. to the data that is retained.
Level three adds the volunteer’s opportunity and session history, so you can trace what sessions they were on and where.
Level four adds their email log.
All this information is searchable and viewable in your dashboard and you’ll have the option to expunge data or to extend the retention period, anytime you wish.
The second option sets a data retention period. Once any retained data is older than this it will be automatically expunged.
File Upload Custom Registration Question
A super useful new field type that you can add to the volunteer registration page. Great if there are documents you need from the volunteer as part of their registration.
The uploaded files are stored in the volunteer’s ID section of their document storage. The files are given the label short name you define when creating the custom question and locked to prevent deletion by the volunteer.
File upload questions only appear on the registration page and are not editable from the volunteer’s dashboard.
Text Only Custom Registration Question
If you want to provide more information about any step in the registration process you can now add a text-only section.
The text displayed will be the label you define when setting up the question.
Just like the registration questions these only appear on the actual registration page.
Character Limits on Single and Multiline Text Entry Custom Questions
Add a maximum number of characters that volunteers and providers can enter in these fields.
The limit will prevent users from entering any characters beyond the limit. On average an English word has 4.7 characters, so divide the character count by 5 to get a rough estimate of word count.
The limit defaults to 2500 or 500 words.
User Controllable Cookie Consent
Remember all those annoying cookie consent pop-ups; they’re back!
We were hopeful that these might disappear with our exit from the EU but they haven’t gone anywhere yet.
It is now a requirement to allow users to opt out of various sorts of cookies, like the Google Analytics cookies, as well as the required non-tracking ones for logins etc.
We’ll be adding our pop-up to all our customer sites throughout this release. Your users should only see this annoyance once and then their preferences are set on that machine.
It’s a necessary evil I’m afraid 😞
Easier to Complete Address Lookup
We’ve had persistent issues with users entering their UK postcode but not hitting the search button to select their full address. This stops them from being able to complete the registration but it was not clear to the user why.
Now the search box is triggered immediately that the postcode box is left, so even if they miss this entirely, when they come to hit the registration button it will be clear which fields need to be completed.
Weekly Email Changes
If you have opps that have longer than seven days between being added and being authorised, there is a chance that they will never appear in the weekly email as we used the creation date to choose which opps to show but they still had to be authorised.
If an opp was created on 01/01/2024 but was not authorised till 10/01/2024 it would not be valid for the weekly email till it was authorised on the 10th, but by then its created date was already more than seven days past so it wouldn’t appear.
We now ignore the creation date when selecting the opps for the weekly email which avoids this issue.
Thanks for reading, we hope you enjoy this latest TeamKinetic update.
As always, remember you can shape our future updates by submitting feature requests.
Just go to Help & Support → Support Tickets → Open New Ticket → Ticket Type: New Feature Request
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