Capitan Release Notes - May 26, 2023

Recurring membership can now be scheduled to freeze/unfreeze on any date from the Staff Site

Knowledge Base Article - Freezing and Unfreezing a Recurring Membership

To give staff more flexibility in how memberships are frozen/unfrozen, recurring memberships can now be set to freeze on any date (not just the bill date). Freeze dates can be backdated or set in the future for additional flexibility. In addition, unfreeze date can be set in advance.

Activity Log report

Knowledge Base Article - Activity Log Report

The Activity Log report is a listing of all Customer and Association activities in your organization. This gives you a global view of what has been modified on Customer and Association accounts.

Configure the "Cancel failed payment memberships after X days" setting

Knowledge Base Article - Configuring "Cancel failed payment memberships after X days"

When a recurring membership payment fails, it is automatically put into a "failed payment" status at which point the customer may not enter using the membership. By default the customer has 28 days to fix the failed payment (retrying the payment method or adding a new payment method) until it is canceled. You can now configure the length of time until a membership is canceled after a failed payment if your membership agreements stipulate minimum contract lengths.