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Release 2026.07

2026-06-24T18:03:54Z

CRM: filter by age

When managing your member database, you often want to select members based on age. Think of a youth division for members under eighteen, or a campaign specifically for seniors. Without a direct age filter, this required a workaround.

You can now search date fields in the CRM using two new options:

'last X years (age; younger than)': this returns all relations whose date is less than X years ago. For the 'date of birth' field, that means all relations younger than X years.
'at least X years ago (age; at least this old)': this returns all relations whose date is at least X years ago. For the 'date of birth' field, that means all relations who are at least X years old.

By combining the two options, you can easily define an age category. If you set one option to eighteen years and the other to twelve years on the 'date of birth' field, you'll find all relations who are at least twelve and not yet eighteen years old.

The new options work for all date fields in the CRM. You can use them beyond age-based searches too, for example to filter on the start date of an event.

Donations/CMS: route donations to the right fund via URL

When managing donations for multiple chapters or projects, your organization may run into a practical challenge. You want donations to automatically go to the right chapter's fund, but creating a separate donation form for each fund takes a lot of time and effort.

You can now include a fund ID in the URL when linking to a donation form, using the '?fund=' parameter followed by the fund's ID. For example: 'https://example.com/donate?fund=1'. This automatically routes the donation to the correct fund, without your donors having to make a choice. You can create a unique URL for each chapter that points to the same form, while still automatically directing the donation to the right fund.

If you don't include a fund ID in the URL, the form works exactly as before. If the form includes a fund dropdown, your donors will still see it. If there's no dropdown, the top fund in the form's configuration is selected automatically.

Please note: the fund you include in the URL must be available in the form's configuration. It's not possible to route a donation to a fund that is not part of that configuration via the URL.

Finance: add a customer reference to invoices

When managing your organization's invoicing, you may run into situations where business relations require a customer reference on their invoices. Without it, they cannot link the invoice internally to the right project or employee, making the payment process unnecessarily complicated.

Order-specific references were already available per transaction. You can now also set a customer reference at the relation level. Add the 'Customer reference' field to your registration or profile form so your members or contacts fill it in once. The reference is stored at the debtor in billing. This means all transactions linked to that relation, whether a membership, order, or event, automatically reference the same customer reference.

In the invoice template, you can choose whether to display the customer reference. Want to use different wording? Customize the label under 'Own terms for invoices' to match your organization's terminology.

Using Peppol? The customer reference is included automatically with every invoice.

Memberships: see which payment invitation will be sent

When setting up your payment invitations, you may run into a situation where multiple configurations apply to the same membership. For example, you have a separate configuration for the 'Family membership' type and a general configuration for all members. Which payment invitation does the platform send in that case? And how do you find out if something isn't right?

From now on, you can see step by step how the platform selects a payment invitation for each membership. There are two ways to access this:

Go to the administration settings under 'Payment invitations' in Memberships and click the 'Explanation' button. Select a membership and you'll immediately see which invitation will be sent and which steps were followed to reach that selection.
Open the list of renewable memberships under 'Payment invitations' and click the 'i' icon next to a membership. You'll see the same information for that specific membership.

If no matching payment invitation is found, you'll receive a notification, so you know right away that a configuration is missing and can add one.

Other changes in this release

Updated text editor: When managing content in the platform — whether it's a mailing, a blog post, or a registration form — you use the same text editor throughout. This editor has been updated to a newer version and looks slightly different from what you're used to. All features work the same way: formatting text, inserting images, and adding links all work just as before.
Filter by invalid value: When filtering in the CRM, you can now also select 'contains an invalid value' for multi-select fields. An invalid value can occur, for example, when an option is removed from a multi-select field but was still assigned to a contact. Filtering on this lets you identify which contacts may have incomplete or outdated data.
Sapphire – Year in event list: If an event falls in the next calendar year, the year will now be shown in the event list. Also check out the other changes in the Sapphire changelog.

Release 2026.06

2026-05-27T13:19:12Z

Memberships: automatically save IBAN during subscription
registration

When managing your member database, you want data to be stored consistently and in the right place. For donations made through a donation form, your relation's IBAN was already saved on both the direct debit agreement and the relation card. For subscriptions via a registration form, this was not yet the case. The IBAN was only stored on the direct debit agreement, not on the relation card itself.

From now on, the IBAN can also be saved on the relation card when someone signs up for a subscription through a registration form and chooses to pay by direct debit. Set this up once via 'Finance' > 'Settings' > 'General direct debit settings' under 'Default IBAN'. There
you choose which CRM field is used as the default IBAN field. This keeps all information in one place, so you no longer need to search through direct debit agreements when you need a relation's bank account number.

As an added benefit: if a logged-in relation fills out a form that includes an IBAN field, and their IBAN is already on file on their relation card, the field is automatically pre-filled. This saves a step and reduces the chance of errors.

Release 2026.05

2026-05-01T12:55:47Z

Communities: keep important messages at the top

When managing a community channel, important messages can quickly get buried as new content pushes them down the timeline. You know certain posts deserve ongoing attention, whether that's an announcement, frequently needed information, or a temporary notice.

The option to highlight a post already existed, but highlighted posts still scroll down with the timeline. From now on, you can also pin a post to the top of a channel. A pinned post stays at the top of the channel at all times, regardless of how old it is or which page a visitor is on.

The pinned post also stays in its original place in the timeline. This means the pinned post and the first post in the timeline may sometimes be the same one. Keep that in mind when deciding which post to pin.

Both Community Managers and Moderators can pin posts using the dropdown menu at the top right of a post. To unpin a post, use the same dropdown menu.

A few things to know: the pinned post is only visible at the top of the channel itself, not on the community's home page. To draw extra attention to a post on the home page, use 'Highlight this post' instead.

Finance: payment references per administration

When managing payments, you use payment references to link transactions to invoices or subscriptions. If your organization works with multiple administrations, anyone with access to the Payment References module used to see all references from all administrations at once. To prevent staff from seeing data that wasn't intended for them, the entire module was sometimes restricted altogether. That was an unwieldy workaround.

From now on, the overview includes an 'Administration' column, making it immediately clear which administration each reference belongs to. In addition, a user only sees the payment references from the administrations they have access to, the same ones as in Invoicing. This means you can simply grant staff access to the module without them seeing references from other administrations.

Existing payment references have been automatically linked to the correct administration, based on the invoice, subscription or fund they were connected to.

Finance: QR code payment link on the invoice

When managing your invoicing, you want your relations to be able to pay as easily as possible. If you send invoices by email, you can already include a payment link in the email that takes your relation straight to the payment page. But for relations who receive their invoice by mail, there was no similar solution. They still had to enter the payment details manually.

From now on, you can add a QR code with the payment link directly to the invoice. Your relation scans the code with their smartphone and lands straight on the online payment page. This makes fast and easy payment available for those who receive their invoice on paper as well.

You set this up in the PDF template of the invoice. Check 'QR-code' in the section Payment details on invoice to add the QR code. The QR code automatically appears on invoices where your relation needs to pay manually. It does not appear on invoices that are collected via direct debit.

Please note: this feature is only available if the online invoice payment module is activated and 'Enable payments' is checked in the administration settings. Want to set up online payments for your invoices first? Read how to set up an online payment page for invoices in the Help Center.

Release 2026.04

2026-04-08T15:26:35Z

CMS: clearer page and category editing

When managing your website in the CMS, you regularly work with both pages and categories. Each has its own settings, such as titles, access rights, and SEO information. The button to open those settings used to be labeled 'Edit', which didn't always make it immediately clear what you were about to change.

From now on, that button is labeled 'Page' or 'Category', depending on the context. This makes it clear at a glance what you're editing, and the button better aligns with the other buttons in the toolbar. The functionality itself remains the same.

Finance: export direct debit agreements

When a subscription is set up through a registration form with a direct debit agreement, your member enters their IBAN on that form. That information is stored with the direct debit agreement itself, not with the relation. As a result, the IBAN is not available at the relation level for exports or other uses.

You can now export direct debit agreements. The export gives you an overview of all direct debit agreements, including the associated IBAN details. If you want to make the IBAN available on the relation's record as well, you can use the export data to import the IBAN field to the relevant relations via a relation import.

Keep in mind that a relation can have multiple direct debit agreements. Which IBAN you import to a relation is your choice. If an IBAN changes later in a direct debit agreement, a new export and import will be needed to keep the data up to date.

Meetings & Events: clearer names for registration statuses

A relation has registered for your event, but emails you two days beforehand to let you know they can't make it. You update the status manually in Meetings & Events. But which status do you choose: A relation has registered for your event, but emails you two days beforehand to let you know they can't make it. You update the status manually in Meetings & Events. But which status do you choose: 'Opted out' or 'Cancelled'? And what does it mean when the event itself is also canceled?

To clear up this confusion, the status names have been updated. From now on, you'll use:

'Unknown': for a relation whose attendance is not yet confirmed. Previously, this status was called 'No response'.
'Will not attend': for a relation who has indicated they won't be coming, but who never registered. Think of an RSVP where someone confirms their absence.
'Registration canceled': for a relation whose existing registration has been canceled. Because the word 'registration' is explicitly included, there's no longer any confusion with a canceled event.

The field titles 'Is registered?' and 'Was present?' have also been renamed to 'Registration status' and 'Attendance status'. In addition, the names of email events have been clarified.

Meetings & Events: fast check-in with the QR code scanner

Your general assembly starts in five minutes and there's a line of a hundred people at the door. Manually checking off names on a list takes time and creates a bottleneck at the entrance.

With the new check-in feature, you scan participants in as they arrive using the QR code on their ticket, straight from the browser on your phone. No app, no printed lists. Each participant is automatically marked as present in Procurios. Afterward, send a thank-you email only to those who actually attended, or a 'We missed you' message to everyone who didn't show up.

Enable 'Check-in' for your event under the tab of the same name in the event settings. There you specify which relations from your CRM are allowed to operate the scanner. They open it using a personal QR code and a access code, without needing an account.
Every participant automatically receives a QR code in their confirmation email. Want to include it in another email too? Use the token ##checkInQrCode##. You can also test without sending an email: the QR code is available in the participant overview under the registration details. Please note that the scanner requires an internet connection.

Learn more in the Help Center: how to manage attendance status, setting up check-in for a meeting, and organizing check-in on the day of your meeting.

Meetings & Events: attendance status 'Unknown' for better follow-up after your event

Your event has wrapped up. Attendees were checked in via a QR code, but some registered relations are marked neither 'Present' nor 'Absent'. Who actually showed up?

That's why 'Unknown' has been added as a new attendance status option. Relations who registered but weren't checked in automatically receive this status. After your event, you can easily filter for everyone not yet marked as present and update them as absent in one go.

Meetings & Events: registration status 'Will not attend' and 'Reserve list' only available when the feature is enabled

In Meetings & Events, you can configure per event whether you're working with a reserve list or with the option for relations to indicate they won't be attending. Previously, the corresponding statuses 'Reserve list' and 'Will not attend' (with their previous names) were always visible, even if you hadn't enabled these options for that event. A colleague could accidentally select a status that wasn't applicable at all.

From now on, these statuses are only available when the corresponding feature is enabled for that event. This ensures that what you see always matches what you've configured, preventing unintended choices in your participant management.

You can still set up emails for these events before enabling the feature. That way, you can get your email communication ready first, and then turn on the reserve list or RSVP option when you're good to go.

Read more about enabling a reserve list or RSVP-options in the helpcenter.

Platform: link directly to dialog windows

When managing your platform day-to-day, you regularly navigate to detail pages that open in a dialog window. For example, the settings of a specific subscription or a relation's profile. If you wanted to share that exact page with a colleague or the support team, you had to explain step by step where to click. That takes time and leaves room for confusion.

From now on, the URL in your browser updates automatically when you open a dialog window. That means you can copy and share the URL directly. Your colleague or support agent clicks the link and lands in exactly the right place.

This works in a number of places across the platform, including pages where you manage subscriptions and relations. For website pages, online store products, and product catalog items, this is not yet available.