Announcing…
Rapattoni Magic Version 8.17.03
Rapattoni Corporation is pleased to announce the newest release
of Rapattoni Magic. Many programs throughout the system have
been optimized for functionality and speed. Following are just a
few of the new features and changes. Please see the attached
Release Notes for a complete, detailed list.
Highlights
•
Payment Plan – Make Paying Bills Online Easier For Your Members!
You now have the option to allow members to make partial payments from your IMS Web
site. You can specify a minimum amount to pay instead of paying the full amount, making
the process less of a burden for your members. Of course, they still have the option to
pay the full amount if they choose to.
•
Split Dues Payments
Members’ dues payments can automatically be split into local, state, and national. If you
set up the invoice type for E-Commerce Split, the software will allocate the money
appropriately when a member pays an invoice. It’s even possible to deposit them into
different bank accounts, automatically. This new feature will allow state and national to
receive their money earlier, which will help you avoid paying additional fees.
•
New Report - Committee Member Conflicts Report
A new Committee Member Conflicts Report is available for your staff. This report will help
you keep your committee meetings and schedules better organized by displaying the
member, committee, time, day, and location in a simple report format.
•
Copying Classes Made Easy!
A new button in Rapattoni Magic lets you copy and create a new class using the
information from a current class. All information, including Course ID, Billing Group, Rate
Table, IMS Options, etc., is copied over. You simply need to modify the class day/time
and location. This will save you valuable time when creating new classes.
•
New Magic Resource Center
A new button, located under the About Support section in the Help menu, quickly links
you to our online Magic Resource Center. Here, you can find answers to frequently asked
questions, tips, technical articles, and more. You can also find this Web site by going
directly to www.Rapattoni.com and clicking on Magic Resource Center.
•
New Security Feature
We have added a new security feature that can hide the Social Security Number field
unless you have the proper access rights to view this field. This helps keep Social
Security numbers confidential and more secure for your members. Please note that
following the upgrade, the Social Security numbers will appear as asterisks for all users
until the new right has been assigned to them.
•
And More…
In addition to the items listed above, look for changes in the following areas:
Accounting
Internet Member Services
Education
Event
Committees
Our focus is on delivering the best association management software on the market.
We value our customers, and sincerely hope you and your staff enjoy all the new features
of Rapattoni Magic 8.17.03.
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
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From Version: 8.16.03
Thru Version: 8.17.03
Page 1
Description
Programs - IMS
Internet Member Services
IMS Agent Notices
When sending Agent Notices through the IMS Web site, it will now display the sender's first and last name,
instead of the nickname and IMS login.
IMS Broadcast Notice History
In the IMS Broadcast Notice History, it will now display the sender's first and last name, instead of the nickname
and IMS login.
IMS Committee Calendar
As a new feature, we have added the comment field to display on the IMS Committee Calendar. When you add a
comment to a specific committee in Rapattoni Magic, it will display to your members on the IMS Web site. This will
give you the flexibility to attach any important information to each of your committee meetings.
IMS Convention Detail
We have modified the convention detail screen in IMS to give your members a more "complete" look of the
convention information. Previously, if a member was registered for a package within a convention, they could
only see the package they were registered for. However, with the new modification, the member will now be
able to view all of the convention details.
For enhanced security purposes, we have added a new field for all credit card transactions. The new field will
represent the Credit Card Security ID located on all credit cards. This number is usually a three or four digit
number located above the credit card number. It is used by credit card companies to identify the person making
the transaction as the actual credit card holder. There will be a blue hyperlink next to the field to help explain the
purpose of this field to users who are not aware of its function.
IMS Credit Card Info
IMS Listing Agent Detail
For reference purposes, we have added Member MLS ID and Office MLS ID to the IMS Listing Agent Detail
screen.
IMS Member Personal Info
For reference purposes, we have added Member MLS ID and Office MLS ID to the IMS Member Personal
Information screen.
IMS Payment Info
You now have the ability to split member's online dues payments into Local, State, and National. The software
will split the payment if one of the invoices paid has "E-Commerce Split" selected in the invoice type. This will
make dues payments easier to organize for your staff and save you time during your billing period.
IMS Payment Info
Telecheck will reject any payment over $2,500.00. As a reminder, we have added a warning message
(displayed in red) that warns you if you try to enter an amount greater than $2,500.00.
IMS View Account
There is a new link that allows you to toggle between the following two options: "view all offices" or "view all
active offices." You can choose to either view active offices only or view all offices, regardless of their status.
We now have the ability for you to link to VoteNet, which will enable your members to vote online. To take
advantage of this feature, you will need to purchase the service from VoteNet. VoteNet will then provide you
with a URL that you can link directly to your IMS Web site. This URL will need to be configured in the Service
Setup Form and sorted properly as a menu item. The URL will show as a link to the members, and they can click
on it to log into eBallot and vote! The setup only takes a few minutes, and it will help make the voting process
easier and better organized. If you need additional assistance, you may contact Rapattoni Support for help with
this feature.
IMS VoteNet Page
Web Trans Log by Batch
You can now print a Web Transaction Log By Batch and specify a particular time period. This new option will
assist you in reconciling transactions with your credit card processor.
Programs - Membership
Accounting
Ask Batch
We have added a new error message to avoid confusion when selecting batches. The following message will
display if an incorrect batch type of "W" (IMS Web Batch) is selected and a different type is required: "The
batch selected is for IMS transactions only."
Bill Information Form
We have added a zoom option to the AR Position field on the Bill Information Form. This field is used for indicating
your association's position on a particular bill (Y/N).
Cash Receipts Posting Form
To avoid problems with processing credit cards, we have added a new warning message. If you select a credit
card as your payment type and attempt to type in the reference field, you will get the following message:
"Reference must be blank so that the card can be validated."
Cash Receipts Posting Form
You now have the ability to split member's dues payments into Local, State, and National. The software will split
the payment if one of the invoices paid has "E-Commerce Split" selected in the invoice type. This will make dues
payments easier to organize for your staff and save you time during your billing period.
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
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From Version: 8.16.03
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Page 2
Description
Programs - Membership
Accounting
Charge Code Report
The Charge Code Report has two new selection criteria fields. The Charge Code Set field will allow you to run a
report based on a specific set. Also, using the Charge Code Status field, you can run reports for a particular
status. Using these new fields will give you a more precise Charge Code Report.
Charge Code Report
We have added a new sort option to the Charge Code Report to give you added flexibility when running this
report. You can now sort by G/L Account Number in addition to the previous sort options.
Invoice Type Table
We have added new options to the Invoice Type Table for Internet Member Services that will provide more
control and flexibility for your staff. The following options have been added to IMS:
Update Status: Whether or not you want the system to update the member's status to Active if invoices are paid
(Y = Yes, update status, or N = No, do not update status)
E-Commerce Split: Whether or not you want to allocate Local, State, National monies when processing credit
cards using NRDS (Y = Yes, allocate, or N = No, do not allocate).
Payment Plan: Whether or not you will allow a payment plan in which members can pay in installments. This
new feature will allow members to make partial payments on IMS. If you choose to take advantage of this
feature, you will need to fill in a Minimum Payment %. When members go to the screen to pay their invoices, they
will have the option to participate in the Payment Plan and pay the minimum amount. If they elect to participate in
this, they will be prompted to pay the amount you specify as the Minimum Payment %. (Y = Yes, allow payment
plan, or N = No, do not allow payment plan).
Minimum Payment %: Allows you to set a minimum amount (%) for the Payment Plan.
Require Credit Card: Whether or not credit card payment will be required to be stored in the Member Credit
Cards Table when accepting payments through the Payment Plan (Y = Yes, credit card required, or N = No,
credit card not required).
Sort Sequence: If you select Payment Plan (Y) and Require Credit Card (Y), then you have the option to assign
the member credit card a sort order in the Member Credit Cards Table.
Pay One Invoice
To avoid problems with processing credit cards, we have added a new warning message. If you select a credit
card payment type and attempt to type in the reference field, you will get the following message: "Reference
must be blank so that the card can be validated."
Recurring Charges Report
Modified the criteria to allow all Item Codes if running the report for Charges, Detailed, By Member.
Sales Invoice Form
To avoid problems with processing credit cards, we have added a new warning message. If you select a credit
card payment type and attempt to type in the reference field, you will get the following message: "Reference
must be blank so that the card can be validated."
Sales Invoice Form
You now have the ability to split member's dues payments into Local, State, and National. The software will split
the payment if one of the invoices paid has "E-Commerce Split" selected in the invoice type. This will make dues
payments easier to organize for your staff and save you time during your billing period.
Sales Invoice Form
On the Sales Invoice Form, we have added a new button to speed up the process of posting invoices to a
member's account. When you are in the Sales Invoice Form to create a new charge and charge it to the
member's account, a box appears stating that the posting process is taking place. During this process, a new
button (blue link) will appear, called "Click here to close this form." This button will allow you to complete the
process manually without having to wait for the window to close. If you wait and do not click the button, it will
automatically close in a few seconds.
Write Off Invoice
We have added a new error message to help avoid confusion when writing off invoices. The following error
will appear if you select a batch with a billing group whose G/L company is different than the G/L company for
the invoice's billing group: "G/L company for the batch is not the same as G/L company for the invoice. Please
select another batch."
Committee
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
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Description
Programs - Membership
Committee
Committee Acknowledgment Merge
We have added a new field to the Committee Acknowledgment Merge, giving you added flexibility with your
committee merges. In previous versions of Rapattoni Magic, you were only able to merge active committee
members. However, with the new field, you can merge a specific status. We have defaulted the form to merge
active committee members, but it can easily be modified. You may also merge all statuses by leaving this field
blank.
Committee Member Conflicts
We have added a new committee report called Committee Member Conflicts Report to help you keep your
members and their meetings better organized. This report will show you all of the meeting times/days for all of
your committee members and will also help avoid any conflicts in their schedules. It will display the member,
committee, time, day, and location of the meeting.
Committee Merge Form
We have added three additional position codes on the Committee Merge Form. This code identifies a member’s
position on a committee (zoom to select up to six codes, or leave blank to include all).
Contributions
Contribution History Report
There is a new selection criteria field for the Contribution History Report. The "Specified Billing Year Only" field
allows you to run the report for one specific billing year, without having to view contributions from previous
years.
Contributions Merge Form
We have added a new merge output field in the Contribution Merge called Lifetime Amount. If you choose to use
this merge field in your merge, it will display the total lifetime amount of contributions made by that particular
member.
Credit Card Processing
Credit Card Transaction Report
You can now print a Credit Card Transaction Report and specify a particular time period. This new option will
assist you in reconciling transactions with your credit card processor.
Education
Class Information Form
We have added a new button to the Class Information Form that will save you time and make adding additional
classes easier. The new button, labeled Copy Class, allows you to copy and create a new class using the
information from a current class. All information, including Course ID, Billing Group, Charge Code, Rate Table,
Default Grade, IMS Options, Instructors, etc. will be copied to the new class. You will still need to go into the
newly created class to fill in class times/dates and location. You also have the option to modify any of the
information after it has been copied.
Class Registration Report
The Class Registration Report will now print all class information, even if no members are registered for the
class. This will enable you to access the desired class information in a report format without having to worry
about whether or not any members are enrolled.
Class Registration Report
In the Class Registration Report, the member's credit card number will now be masked with asterisks (*), except
for the last four digits. This new format is more secure and will still allow you to reference the credit card with
the last 4 digits.
Class Schedule Report
We have added a 4th Sort Option to the Class Schedule Report. This new option allows you to sort by Class
End Date, giving you more of a variety to choose from.
Course Query Form
To be more consistent, we have changed the phone display from Home Phone to Office Phone to match what is
currently displayed in the Class Registration Query Form.
Added Course Type as a selection criterion for the reports, to increase flexibility for pulling education data.
Education History Report
Event
Cancel Conv/Event/Class
Create Invoice - Conv/Ev/Ed
Government Affairs
We have added a new option to create credits on a member's account or refund the member's credit card when
canceling registration. This will make it easier and faster for you to process cancellations and to issue credits.
We have now added Split Contribution functionality for contribution charge codes. If you are using a Charge
Code that is set up as a Contribution, the invoice created will allocate the money based on the percentages
created in the Contributions Percentage Table. This feature will help you allocate the money automatically, rather
than having to do it manually.
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
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From Version: 8.16.03
Thru Version: 8.17.03
Page 4
Description
Programs - Membership
Government Affairs
Legislator Report
Now you can contact your legislators via E-mail. We added an E-mail address field to the Legislator Report to
provide you with additional tracking and contact information for all of your legislators.
Internet Member Services
IMS Financial Transac. Report
You can now print an IMS Financial Transactions Report and specify a particular time period. This new option
will assist you in reconciling transactions with your credit card processor.
IMS Setup Form
IMS now gives you the option of allowing members to charge to their account. In the Accounting Setup Form,
you can either select Y to allow members to charge to their account, or N to not allow this option. This feature is
only enabled for Event, Education, Convention, and Store services. This will give you more control on which
services members can charge to their account.
We have made a name change in the IMS Accounting Service Setup Form to better describe the function of the
text box. Invoice Message has been changed to Receipt Message.
IMS Setup Form
IMS Setup Form
We have added a new option on the IMS Membership Detail Form that will provide you more flexibility in the online
application process and eliminate any confusion for new applicants. You will have the option to separate the
applications between users who want to sign up for a membership account and users who want to sign up for
a public access account. The two applications are formatted differently, and users will have the ability to
choose which application they would like to fill out. Also, we added a new check box that will force the
software to auto-generate new member invoices based on the applicant's billing type. After paying off the
invoices, the applicant will be able to access the member IMS Main Menu. This feature can be turned off if you
do not wish to use it.
Merchant Number Form
Additional Distribution fields have been added to the form where merchant numbers are set up. The fields may
be used in conjunction with the E-commerce Split feature that enables you to separate members' dues payments
into local, state and national. The Additional Distribution fields accommodate depositing these amounts into
different bank accounts. (NOTE: Please contact Rapattoni support for assistance modifying your merchant
number setup.)
Inventory
Inventory Query Form
The Inventory Query Form will now display active charge codes only. Previously, if a charge code (in the
Charge Code Table) was set to inactive, it would still show in the Inventory Query Form. To help make your
inventory easier to manage, we have modified the program to only show active charge codes.
Inventory Report
We have added E-mail address and Web Page address to the Re-Order Report so you can view all Internet
information associated with your vendors on this report.
Vendor Information Form
We have added a new Internet button to the Vendor Information Form to allow you to track E-mail addresses and
Web Page addresses for your vendors.
Vendor Report
You can now display e-mail addresses and Web page information on the Vendor Report. This will help you keep
track of all Internet information for your vendors.
Membership
About Support
We have added a new button that will quickly link you to our Magic Resource Center, which contains valuable
information. Here, you can find answers to the most frequently asked questions, technical articles, tips, and
much more. This new button can be found under the "About Support" section in the Help menu of Rapattoni
Magic.
Internet Information Form
When adding a new E-mail address to a member's record, the software will ask you if you would like to update
the member's billing preference. Since you are adding a new E-mail address, you may want to change the billing
preference to E-mail for the member. You are not required to make a change once you are prompted. If you
leave the E-mail address field blank, the billing preference will default to Mail (M).
We have added the On Roster indicator to the Member Association Maintenance Form. This new field will help
you "pull" member records based on the On Roster preference located in the Member Association Detail Form
(Y=On Roster field is set to Y; N=On Roster field is set to N).
Member Association Maintenance
Member Information Form
For your convenience, we have now modified the default for Preferred Publication from Office Street to Office
Mail. This change can be seen in the member's preferences and can be modified if necessary.
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
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From Version: 8.16.03
Thru Version: 8.17.03
Page 5
Description
Programs - Membership
Membership
Member Information Form
To ensure that all member records have a password on file, the system will now require the Rapattoni Magic
user to enter a password if the password field is blank and the IMS Login field is populated. The system will
force you to enter a password for the member record before exiting the Member Information Form. However, if
the IMS Login field is blank, then the password field may also be left blank. You will only be forced to enter a
password if you have the access rights in Rapattoni Magic to view passwords.
Member Information Form
The system will now display the member's social security number only if the Rapattoni Magic user has the
appropriate rights to view social security numbers. This change is system wide and has been implemented to
ensure privacy of the member's record.
Member Information Form
When adding a new E-mail address to a member's record, the software will ask you if you would like to update
the member's billing preference. Since you are adding a new E-mail address, you may want to change the billing
preference to E-mail for the member. You are not required to make a change once you are prompted. If you
leave the E-mail address field blank, the billing preference will default to Mail (M).
Member Information Form
There is a new reference field called NRDS Insert on the Member Information Form. This date field will indicate
the date the member was added to NRDS. This value is auto-populated through the NRDS downloads, and it
can't be modified manually.
Member Information Form
We have replaced the word "Junk" in Junk E-mail, Junk Fax, and Junk Mail to Unsolicited E-mail, Unsolicited Fax,
and Unsolicited Mail. This change has been made system-wide to better define the purpose of these fields.
Member Merge Form
We added a new field to the Member Merge Form called Primary Indicator. This field indicates whether this is a
member's primary association, secondary, or other.
Member Merge Form
We have replaced the word "Junk" in Junk E-mail, Junk Fax, and Junk Mail to Unsolicited E-mail, Unsolicited Fax,
and Unsolicited Mail. This change has been made system-wide to better define the purpose of these fields.
We have added Billed Status to the selection criteria for the Member Report - Member Status. This will allow you
to select specific billed statuses in your report.
Member Report - Member Status
Merge Output
We have added E-mail and Web Page Address to the Vendor Merge fields to allow you run merges on these two
new fields. Now it will be easier to track web page information and correspond via E-mail with all of your
vendors.
Merge Output
We have added Voting Precinct and IMS Login as merge fields to the general merge. This will allow you to run all
types of merges using these new options.
Merge Output
The Committee Merge will now allow you to merge the Committee Position Description. This new field will enable
you to input this description field in your correspondence with your committee members.
Merge Output
We added three new fields to the General Merge called Unsolicited Mail, Unsolicited Fax, and Unsolicited E-mail.
These fields will indicate whether that specific preference is selected for a member in the Preferences Form.
We have added a new field called Precinct to the Zip Code Quick Select Options form. When you select the
Multiple Zip Code Selector, you have the option to click on the Quick Select Options button. That button takes you
to the Zip Code Quick Select Options form. From here, you can select zip codes based on Precincts.
Multiple Data Selector
Office Association Maintenance
We have added the On Roster indicator to the Office Association Maintenance Form. This new field will help
you "pull" office records based on the On Roster preference located in the Office Association Detail Form
(Y=On Roster field is set to Y; N=On Roster field is set to N).
Office Information Form
There is a new reference field called NRDS Insert on the Office Information Form. This date field will indicate the
date the office was added to NRDS. The value is auto-populated through the NRDS downloads, and it can't be
modified manually.
Office Merge Form
We have added selection criteria for Unsolicited Mail, Unsolicited Fax, and Unsolicited E-mail to the Office Merge
Form. This will allow you to run merges based on these office preferences.
We added a new field to the Office Merge Form called Primary Indicator. This field indicates whether this is an
office's primary association, secondary, or other.
Office Merge Form
Office Merge Form
We have replaced the word "Junk" in Junk E-mail, Junk Fax, and Junk Mail to Unsolicited E-mail, Unsolicited Fax,
and Unsolicited Mail. This change has been made system-wide to better define the purpose of these fields.
Office Ranking/Totals Report
We have added a new sort option for the Office Ranking/Totals Report to give you more flexibility. The new sort
option is called Office Totals Summary (option # 4), which gives you the office number, office name, office total,
and a report total at the end of the report.
Rapattoni Magic Release Notes
Report run on 09/24/03 at 16:21
Type
Name
From Version: 8.16.03
Thru Version: 8.17.03
Page 6
Description
Programs - Membership
Membership
Transfer Member History
We have added a new option to allow you to add a new member to your database directly from the Transfer
Member History utility. This field will give you the option to add a new member that is not currently in your
Rapattoni Magic database. You may assign the new member any member number you desire by populating the
"To" field with that number.