Further improvements to new visits section

Posted 1 day ago

Further improvements to new visits section screenshot

Following the launch of our new dedicated "Visits" section a couple of weeks ago, we've made a number of smaller refinements to further improve the visit tracking features.

Added the ability to print visit reports

You can now generate and print visit report PDFs from the visit "Search", "Families", and "People" pages. This complements the existing Excel and CSV export options.

Simplified "Who is being visited?" input

The "Who is being visited?" dropdown on the create and edit visit pages now only includes families with more than one user. For single-member families, you can simply select the individual directly. This change removes unnecessary duplication from the list of options in this input.

Allowing past office-bearers as visit viewers

You can now assign past office-bearers as additional viewers on visits. While these individuals won't currently see the visit — since only active office-bearers have access to the "Visits" section — this can be helpful should they return to office in the future. To avoid confusion, we've added a note explaining this behaviour when selecting past office-bearers in the "Additional viewers" field.

Visit viewers now listed on visit page

When additional viewers are assigned to a visit, they'll now be listed on the visit page under a new "Visible to" heading. This provides greater transparency, especially for visits with the "Restricted" or "Private" privacy option set.

"Recent visits" renamed to "Other visits"

The "Recent visits" section on the visit page has been renamed to "Other visits" to better reflect its contents. Since this section can include visits from many years ago, the previous label was a bit misleading.