1. NEW! Events can be configured to allow participants to select an ADDITIONAL category during registration for the same person without having to complete the details for an additional participant record. This feature works well for events such as after-school programs where a student may want to select multiple classes in one registration. A participant record for each category will still be created. This feature can be found under Events - Settings - Participant Summary Page. 
2. NEW! In Events - Categories, a Category Bulk Edits tool has been added to make updates to all or a group of categories, including Registration Status, Registration Type, Max Participants, and When Max Reached.
3. NEW! Site records now have a Status field; options include Current, Prospect and Defunct. A status column has been added to the Sites grid. To start, all sites were assigned a status that can be updated by accounts. Sites that have no history were assigned Prospect, sites that have history from 2022 or later were assigned Current, and sites where the history is from 2021 or older were assigned Defunct. 
4. NEW! Additional columns were added to the Contacts tab on Site Records, including Employer, Title, Volunteer Roles, and Person Tags. 
5. Updated: In Events - Categories, the Registration Type options have been renamed:
   1. Online is now Available Online (shown on the event's Information Panel and can be selected for registration)
   2. Paper Show Online is now Show Online but Not Available (shown on the Info Panel but cannot be selected for registration)
   3. Paper Hide Online is now Not Available Online (will not appear on the Info Panel or to select for registration)

Updated! The Participant Summary page in Events has been refreshed! 

1. The Add Another Participant tool in the registration form is now a blue button, and the text on the button can be customized (see below).
2. The Edit and Remove functions for participants on the summary page have been converted to a Pencil icon for editing and a Trash Can icon for removing.
3. The default Participant Summary Message no longer appears on the Participant Summary page in registration; the newly updated buttons are now self-explanatory and the system wording is no longer needed. However, if users have customized the wording for the Participant Summary Page Message, that will still appear.
4. In Event - Settings, the Participant Details tab has been renamed to Participant Summary Page tab, and the Add Another Participant Button Label has been added to customize the wording on the button on the Participant Summary page.
5. The event's Standard Questions (those that appear on the first page of event registration) have been removed from the Participant Details tab in Settings, and are now on a new tab called Standard Questions.

New Feature! People Records have a new tab called Text Messaging. This tab shows all texts sent by the account through the Text Messaging tool to any of the phone numbers on the person's record.

Updated! In Volunteer Recruitment Campaigns, the following changes have been made:

1. Under Setup, in Standard Questions, in the Medical Information Group, new Section Titles have been added, along with toggles for publishing the sections.
2. In Standard Questions, in the Preferences and Availablility Group (this could have a different name in campaigns where it has been edited), there are also new Sections Titles and publishing toggles.
3. In Preferences and Availability, in the Preferences section, new fields have been added called Filter Sites by County, and Filter Sites by City (by default, these are not published). If turned on, these fields will present a list of all the counties and/or cities for the sites offered in the application (as established in Settings). Once one or more counties/cities are selected, the Primary and Secondary site preferred fields will shrink to only show sites that meet any of the criteria selected. 

New Feature! Jobs can now be added to the Person Record's Employee tab. The following changes have been made:

1. The Employee Info tab on the Person Record has been updated to track Jobs and use the Employee Role values established in Settings.
2. Multiple jobs can be now be added to a person's record to track employment changes over time.
3. A new value of Weeks per Year has been added to track in each job.
4. Employee jobs have a Status field based on the start and end dates of the job: 
   1. Current = Jobs with a start date in the past but no end date
   2. Former = Jobs with a start date and end date in the past
   3. Future = Jobs with a start date in the future
5. The Account Record's Employees tab now displays Current employees (those that have jobs a with a start date in the past and no end date), as well as Future employees (those with a start date in the future). 
6. In the People List, when filtering by Employee Role, an additional field will appear to filter by Employee Status.
7. In the Donor List, when filtering by Person Role, then selecting Employee Role, an additional field will appear to filter by Employee Status.

Updated - The Donor Import tool has new import templates that include additional fields. Please discard any previous donor import templates and use the ones provided in the Donor Import tool.

Click here to subscribe to the Pinwheel Attendance appfor Spring 2024.

The subscription will be activated by the end of the next business day, and you will be notified when it is active.

Thank you for using the Pinwheel Attendance App!

1. New Feature! Person Tags are now available! Tags are identifiers used to sort people into groups based on certain attributes. For example, an account can create a tag called, “VIP” and apply that to people who fit the characteristics of a VIP for the organization. Tags can be defined in Account Settings and then applied to individual person records. The People Grid and the Donor List can then be filtered by any combination of tags, which can then be exported to Email Marketing for targeted communications. Tags may be controlled by parent organizations and not made available for adding/editing by child organizations.
2. New Feature! Short URLs are now available on event, campaign, and fundraiser dashboards. We recommend using these INSTEAD of tools such as TinyURL or Bitly when sending links in Text Messaging. US telecom carriers do not recommend public URL shorteners because of the amount of spam generated through these. Using these tools can significantly impair the deliverability of a message. They instead recommend that the URL be proprietary (dedicated to a business, not a free shared public link) and properly branded (aligned with the message sender). The Pinwheel.us part of the new shortened URL meets these standards when including Pinwheel links in a message. Hovering over the URL on the dashboard will show the number of times the URL has been clicked, as well as the last date and time it was used.

1. New Feature! In Events, a new field has been added called Organizations under Settings - Participant Details. Accounts can turn this field on in a registration event if businesses or community groups will be registering, and the organization name needs to be collected. Functionality has also been added to the Participant Conversion tool so any organization participants can be converted to Organization records. This will better support sponsorship, vendor fair, and expo registrations.
2. New Feature! If the account is subscribed to the Pinwheel Email Marketing module, a list of all email campaigns sent to a person will now appear on a new Email Marketing tab inside the Person Record. A summary box will appear at the top of the screen listing each email address on the person record, how many Email Groups and Campaigns the email is associated with, and whether the email address is subscribed to receive campaigns.
3. New Feature! In Donors and Donor List, in Donor Segmentation if Person Role is selected and then Board Member is chosen, a new field called Board Status appears to select all, current, former, or potential board members.
   
4. Updated Report! In Events, a new column called "Financial Assistance" has been added to the Category List Report, summarizing the number of participants for each category who received financial assistance, either through the financial assistance page in registration or through using a discount code that was categorized as Financial Assistance.
5. In Email Marketing, inside Groups, under the Contact Import tab, a new tool called Import Source has been added to download to Excel the original source of imported email addresses.
6. In Events - Settings - Messages, the Information Page tab has been moved to the end of row of tabs.

1. New Feature! Choose your preferred view when first logging in to Pinwheel! Under your initials in the upper right corner, there is a new option called Pinwheel Starting View. Options include the Account Dashboard, Event List, Fundraiser List, Recruitment Campaign List, or Donor Dashboards.     
2. Event Settings has a new option under Participant Details. The category status can now be displayed or hidden in the Participant Summary box on the “Add a Participant?” page.
3. In Events, the Lottery tool received some visual improvements.  
4. In Donors, the Donor List has also received some improvements, including freezing the donor name columns in place.   
5. Site Applications have a new Standard Question under the Schedule Question Group called “Additional comments about schedule”. This can be turned on so applicants can provide more insight to the schedule provided in the application.
6. In Fundraisers, the Contributors List Report now shows Total Donation and Net Donation, in addition to the original Fundraiser Donation and processing fee columns.

Thank you for using the Pinwheel Attendance App!

CLICK HERE to register.

You will be notified when your app subscription has been activated.

To add languages to a campaign, click on Settings, and add Spanish and/or French in the Languages field on the General tab.

While standard Pinwheel field names and messages will be automatically translated, all other values in the Setup Menu that are specific to the campaign must be translated by the account. Click on each menu option, choose Spanish or French from the Language field at the top, and add translated values to all fields highlighted in magenta.

Click here for more detailed instructions in the Pinwheel Help Center.

Pinwheel has a new Account Settings tool! A gear icon now appears in between the Announcements and Help Center tools in the upper right corner of Pinwheel. The Global Settings tab in the account record has been removed, and all system settings (as well as some new ones!), have been placed in the Account Settings tool:

1. Fiscal Years and Fundraising Goals - These are used for display purposes in Donor Dashboards.
2. Event Category Cancellation Reasons – New and improved name.
3. Event Participant Withdrawn Reasons – New and improved name.
4. Employee Roles - New! Additional functionality will be added to the Person Record’s Employee tab to incorporate these roles in a future release.
5. Volunteer Roles – New! Accounts can now create new volunteer roles and will only see roles previously used by the account’s volunteers (or those established by a Parent Account).
6. Board Member Roles – Accounts can create roles for use in the Board Member tab in the Person Record.
7. Gender Options - New! Accounts can control the gender options available in events and recruitment campaigns.
8. Receipt Sender Options - Improved! If the account has a Pinwheel Email Marketing subscription, instead of sending receipts from notify@pinwheelmail.com, receipts can come from an account email address using this tool. This feature now works for events and recruitment campaigns, in addition to fundraisers.

NOTE for Parent/Child Accounts: Parent accounts can control whether child accounts can add, edit, or delete system settings.