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Use Case: Previously, when a member status type was selected to be synced with Paycloud, and later the status type was removed or the Member was moved to a different status type (Active to Inactive), the members remained active in Paycloud.  Now, when member status type changes, Paycloud updates to reflect changes.  Therefore, members with a deactivated status type, no longer have access to Paycloud.  

 

CRM Sync

 

  • Updated the CRM Integration process to include Member Shared Key in the results for better data reconciliation in CRM reports. 

Use Case: Previously, the Member Shared Key was not included in the sync between Office and CRM.  With this addition, data integrity and reporting between the systems is enhanced.  Additionally, future release of the Member Retention Module will be positively impacted by this enhancement.

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