Release notes

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.

Tags: release, CMS, Finance, Meetings & Events, Platform

Release 2026.03

2026-03-05T17:06:21Z

CMS/Meetings & Events: show attendance status for past events

When managing your events, you record the attendance of your members or participants. On the member portal, the 'My events' article shows an overview of upcoming and past events that someone registered for. Until now, registration and attendance were indistinguishable: the list showed everyone who had signed up, regardless of whether they actually attended.

From now on, you can choose in the article settings to display attendance status as a column. This way, your members can immediately see whether their attendance at a past event has been recorded as present. The heading above the list of past events has also been updated, so it no longer suggests that attendance is always verified.

Finance: automatically sending paid invoices via Peppol

When a relation registers for a membership or signs up for an event, an invoice can be generated. If your organization uses Peppol, these invoices previously had to be sent through the Peppol network manually — which takes time, especially when processing a high volume of transactions.

From now on, invoices generated through these processes are sent via Peppol automatically, even when payment was made before the invoice was created. This applies to all processes where invoicing has been configured, such as membership registrations or event sign-ups. The invoice is also sent when it has not yet been fully paid.

No additional setup is required. As long as Peppol is already configured for your organization, invoices will be sent automatically going forward.

Finance: include payment link in Peppol messages

You send invoices via Peppol and want to make it as easy as possible for your relations to pay. Until now, the Peppol message only contained invoice details — but no direct way to pay.

If you use the 'Invoice payment' module, you can now include the payment link in the Peppol message. To do this, enable the 'Add payment link' option in your settings. The payment link is added as a text note to the XML message, allowing the recipient to navigate directly to the payment page.

Finance: invoice PDF automatically included in Peppol messages

A Peppol message is itself a complete invoice. In practice, however, recipients of Peppol invoices regularly ask for an attached PDF. Not everyone is fully set up yet to automatically process Peppol messages, and a PDF gives them direct insight into the invoice details.

From now on, the PDF of the invoice is automatically included as an attachment in the Peppol message. No additional setup is required — this works immediately for all Peppol invoices you send.

Finance: VAT exemption passed on correctly via Peppol

When managing your administration, you may run into the fact that your organization is not subject to VAT. Invoices sent via Peppol must reflect this correctly. Until now, there was no way to include this information automatically in the Peppol message.

From now on, you can indicate in your administration settings whether your organization is subject to VAT. If you select 'No', you enter a tax exemption code — a so-called VATEX code that specifies on what grounds your organization is exempt from VAT. This code is automatically included in the XML message sent to Peppol.

Mailings: more formatting options in the Template Generator

When creating mailings, you want the design to match your organization's house style. The Template Generator helps you quickly build an email template without any technical knowledge. Three additional options are now available, giving you even more control over the look and feel of your mailings.

Font

You can now choose between a sans-serif font (default) or a serif font. Think of Arial for a modern, clean look, or Times New Roman and Noto Serif for a more classic feel. You set the font separately for headings and for body text.

Rounded corners

You can choose between straight corners, slightly rounded corners, or a wider rounding. This is set separately for buttons and images. Please note: rounded corners are not supported in Outlook. Relations who open your mailing in Outlook will simply see straight corners instead.

Link on images

This setting makes all images in your mailing's content blocks clickable. It applies to the entire template and cannot be turned on or off per image or content block within the generator. Want to adjust this for a specific image later? A template administrator can do so after the template has been created.

Meetings & Events: targeted evaluation questions per attendee

When organizing larger events with multiple activities or sessions, you want to know what attendees thought of them afterward. You send out an evaluation, but not every attendee participated in every activity. Until now, all attendees received questions about all activities, resulting in long lists filled with "not applicable" responses.

From now on, attendees will only see evaluation questions about the activities they registered for, plus any activities that didn't require registration. This keeps the evaluation concise and relevant, and ensures that the results you receive are actually useful.

Memberships: find payments faster using the payment reference

When processing bank transactions manually, you want to quickly link the right subscription or payment invitation to a payment. This isn't always straightforward: sometimes a relation enters the payment reference in the wrong field of their bank transfer, or the transaction isn't imported automatically. Until now, searching by payment reference wasn't possible for subscriptions or payment invitations, which could make finding the right match time-consuming.

From now on, you can search by (part of) the payment reference in both the subscription overview and in payment invitations. This makes it easy to find the right payment, even when the description isn't an exact match. For payment invitations, the payment reference is now also always visible as a column, directly next to the 'Amount' column.

Tags: release, CMS, Finance, Mailings, Meetings & Events, Memberships

Release 2026.02

2026-02-05T10:04:29Z

Platform: ISO 27001 certification achieved

Your organization trusts Procurios with sensitive data from your members, donors, and other stakeholders. That's why it's important that information security isn't just well-organized, but also continuously improved and tested against international standards.
Procurios has achieved ISO 27001 certification. This certification demonstrates that information security at Procurios is structurally embedded – not as a one-time project, but as an ongoing process. From how your data is handled to how systems are secured: everything has been tested against the international standard.

For your organization, this means that the data of your members, donors, and stakeholders is managed according to a controlled and certified security system. The certificate can be downloaded via My Procurios.

The certification isn't an endpoint: through annual audits, the information security management system continues to develop and meet the highest standards.

Do you have questions about what this certification means for your organization? Feel free to contact your account manager.

API: control whether an application requires permission

Your organization may use other applications alongside the Procurios Platform that members or staff need to log in to. Think of an e-learning environment or a external community. Through an OAuth2 integration, you can arrange for users to access all these applications with a single account. When such an application belongs to an independent external party, you want users to explicitly grant permission to share their account data. But if the third party is your supplier acting on your instruction, that permission prompt is unnecessary and only creates friction.

From now on, you can configure per integration whether the permission prompt is shown. In the settings of the relevant OAuth2 application, you'll find a new option for this. Disable the permission prompt for applications you manage yourself, so that users get direct access without an unnecessary step.

The Outlook Add-in also no longer asks for permission.

Finance: payment reference included in Peppol invoices

When importing bank transactions, payments with a correct invoice number and the right amount are automatically matched to the corresponding invoice. In Belgium, it is also common to use a payment reference, known as a structured communication. This is a unique reference that also enables automatic matching. You can enable the payment reference in your administration settings and display it via the PDF template and email template of your invoices.

However, when sending invoices via Peppol, the payment reference was not yet included. The recipient therefore did not have the correct reference to include with their payment.

From now on, the payment reference is automatically included in the Peppol invoice. Your debtor receives the correct reference right away, so the incoming transaction is matched automatically.

Tags: release, API, Finance, Platform

Release 2026.01

2026-03-27T17:14:33Z

CMS: display label categories for blogs and events

Your website contains various blogs and events, each with their own labels. But sometimes you want to show not only the labels of a specific post or event, but also the labels that belong to the category it's part of. Think of a blog about a particular theme or a series of events within a program line.

In the settings of articles of the type 'Weblog post overview', 'Weblog post detail page', 'Events overview', and 'Event detail page', you can now check 'Show label categories'. This displays the labels of the associated categories alongside the labels of the post or event itself. You'll only see categories that belong to the weblogs or events you've selected at the top.

This functionality is available for websites using the Sapphire template. Want this in a custom template as well? Contact your account manager to discuss the options.

Communities: email notifications now fully user-controlled

Your organization has a community where members connect through various channels. Users could already turn their email notifications on or off per channel by following or unfollowing a channel. However, there was also a setting in the admin environment to disable notifications entirely. This caused confusion: users thought they were adjusting their preferences, but noticed no difference when the backend setting was turned off.

From now on, control over email notifications lies entirely with the users themselves. The admin option to disable notifications has been removed. Users decide for themselves whether they want to receive notifications by following or unfollowing a channel. This makes the behavior predictable and transparent.

CRM: process new registrations in bulk

When someone registers through your platform, they receive an activation email to confirm their registration. Usually this runs automatically and you don't need to do anything. Registrations that aren't activated disappear automatically after a set period.

Sometimes you want to intervene manually. For example, when someone registered with a typo in their email address. Instead of having the user fill in everything again, you can correct the email address and activate the registration yourself. Or you want to process multiple registrations at once during a campaign.

From now on, you can select multiple registrations in 'Profile & registration' and activate or delete them all at once. Filter the list to find specific registrations and process them with a single action.

Additionally, the screen has become more organized with two separate tabs: 'To review' for registrations and profile changes that need approval, and 'Waiting for activation' for registrations where the user still needs to confirm. Behind each tab, you can immediately see how many items are waiting.

CRM: split selections for targeted campaigns

Your organization wants to send a newsletter to a large group of relations, but you're curious which version performs better. Should you use the catchy subject line or the informative one? And which call-to-action works best? To test this without emailing your entire database at once, you can now split selections.

With this new feature, you divide an existing selection into two to five smaller groups. You determine the percentage per group yourself - the final selection automatically contains the remainder. Relations are distributed randomly, giving you a representative sample from your original selection.

In practice, this works as follows: you have a selection of 10,000 newsletter recipients. You split it into three groups: 10% receives variant A, 10% receives variant B, and 80% waits. After a few days, you analyze which variant yields the best results. You then send that version to the remaining 80%.

The split selections remain linked to the original selection. After completing your test, you can clean up the temporary selections. Start with the remainder, as it's based on the other selections.

Meetings & Events: participant numbers at a glance with refreshed program overview

You're organizing an event and want to quickly know how things are going: how many registrations are there, which activities are filling up, and where is there still room? Until now, you had to look in different places to get this complete picture.

From now on, you'll see the key numbers right where you need them. The header of your event now shows the number of participants alongside the date (and the maximum, if set). For tickets, you can see how many have been sold. And in the program overview, you'll see the number of registered participants and the maximum per activity.

The program overview has also received a fresh update. You can immediately see which speaker is linked to an activity. The numbers get a color when an activity is almost (90%) or completely full. Less relevant actions are now tucked under the three dots, giving the important information more space. And do you have an extensive program with many parallel activities? The page now scrolls horizontally, so everything remains readable.

Note: For some older events, the new number in the header may differ from the count in the participants overview. This is because relations may have been deleted or archived in the past. The number in the header is the actual count used to check whether an event is full.

Meetings & Events: more personalization options in emails

When sending emails about meetings and events, you want to address participants as personally as possible. Using only a first name isn't always appropriate, for example in formal communication. And sometimes it's relevant to mention which organization a participant belongs to.

That's why two new field codes have been added for emails within Meetings & Events. The full name field code allows you to address participants more formally when appropriate. The participant's organization field code makes it possible to reference the company or institution where someone works in your email.

Meetings & Events: personalized URLs for materials and participant list

You're organizing an event where participants need access to materials or the participant list. These sections are only visible to logged-in users.

From now on, you can include personalized URLs to the 'Materials' and 'Participants' sections in your emails. These links contain a unique token that gives the recipient direct access, without an account or logging in. This works just like links for modifying or canceling a registration. Using the same link, the participant can also navigate to their own registration.

Meetings & Events: prevent accidental emails when duplicating events

Your organization regularly hosts similar events. To save time, you copy a previous event or use a template. This is convenient because it includes all associated emails. But what if the scheduled send time for those emails suddenly falls in the past after copying? They would be sent immediately, even though you might still want to adjust the content.

From now on, emails are automatically deactivated when the calculated send time falls before tomorrow. You'll receive a notification and be directed to the emails page, so you can review the settings before anything is sent. This prevents relations from accidentally receiving emails with incorrect information or dates.

This applies when copying an event or creating a new event based on a template. When creating or copying templates themselves, this doesn't apply since no specific dates are involved.

Tags: release, CRM, CMS, Communities, Meetings & Events

Release 2025.13

2026-02-25T00:46:14Z

Communities: filter on community activity

Your organization has set up a community to connect members or donors with each other. But how do you keep track of who's active, who hasn't visited in months, and who might need a little nudge? Until now, it was difficult to get these insights from the CRM.

Starting with this release, you can use expanded filter options for communities in the CRM. These let you search for relations based on their community activity:

Access: find out who has access to a community or specific channel. Useful for reports and setting journey criteria, without having to manually check the underlying relation lists.
Posts and reactions: find relations who have posted a message or reaction, optionally filtered by community, channel, or time period.
Moderator: search for who is a moderator in a community or channel.
Followers: discover who follows a channel or person, and whether they receive notifications.

A powerful application is the combination with Marketing Automation. Set up a journey that automatically reminds community users after a period of inactivity about the value of their contribution. This way, you keep your community lively without having to manually monitor everyone.

CRM: more reliable invitation for new users

You want to give a new employee, volunteer, or board member access to the platform. Through 'Create user' you send an invitation email with a personal link that allows the recipient to log in directly. Unfortunately, this link didn't always work as expected: sometimes the recipient ended up on a login screen without further instructions, or the link only worked once.

The invitation link has now been made more reliable. The link remains valid for two weeks and can be used multiple times. Additionally, when creating a user, you now receive an immediate notification if the selected website has a login restriction. This prevents someone from receiving an invitation for a website they don't have access rights to.

CRM: prevent unintended newsletter unsubscriptions during automatic deduplication

Sometimes a relation registers again with your organization - for example for an event or a new campaign - while a relation card for this person already exists. Thanks to automatic deduplication, this is neatly merged into one relation card. However, this process can lead to an unwanted problem with newsletter preferences.

Imagine: someone is already receiving your newsletter. When filling in a new form, they see the question 'Do you want to receive our newsletter?' and think: 'I already receive that, so I can skip this checkbox.' They leave the checkbox empty. During deduplication, a conflict now arises: the existing relation card has the checkbox ticked, the new one has it unticked. Which value should be retained? Until now, this could lead to unintended unsubscriptions from the newsletter.

From now on, you have full control over this. When setting up automatic deduplication, you can now choose from three options for checkbox fields (such as newsletter preferences):

Use the newest or oldest relation (as before)
'Keep checked' - in case of a conflict, the checkbox will always be ticked
'Keep unchecked' - in case of a conflict, the checkbox will always be unticked

By choosing 'Keep checked' for your newsletter preference, you prevent relations from being unintentionally unsubscribed when they fill in a new form and skip the checkbox. This way you retain your newsletter subscribers and prevent missed communication.

CRM: quickly search on properties like 'member' or 'donor'

Whether someone is a member of your association often depends on multiple criteria. Perhaps they need one of four specific subscription types, OR the 'honorary member' checkbox needs to be ticked, OR they're connected through a role to an employer that pays membership for all employees. Each organisation has its own rules for this.

Until now, you had to rebuild all these criteria in every search query. And on the relation card, you had to check multiple fields each time to see if someone met the definition. Time-consuming and error-prone, especially with complex definitions. From now on, you can use generated properties. You configure once what 'being a member' means for your organisation, and the platform automatically checks for each relation whether they meet these criteria.

Visible on relation cards

Add the property as a field on the relation card. Instead of checking three different places, you immediately see one clear checkbox: is this person a member, yes or no.

Add it to relation lists

You can also add the property as a column in relation lists. This lets you see at a glance whether all relations are active donors, members, or meet any other property. No need to open individual relation cards to check.

Filter directly

What's new is that you can also filter on generated properties. No more complicated filters with ten criteria - just filter on 'is member'. You activate this per relation view under 'Fields from other modules'.

This saves time when building relation lists and ensures everyone in your organisation uses the same definition. No more discussions about who counts as a member.

CMS: randomly sort relation lists on your website

Your website displays an overview of affiliated companies, board members, or ambassadors. By default, these lists are sorted alphabetically. This means organizations with names starting with A always appear at the top, while names beginning with R don't show up until page two. Not exactly fair when you consider that the top positions receive much more attention.

From now on, you can also have relation lists sorted randomly. You choose whether the order changes with each page view, or whether the random order is fixed per day. This way, everyone in your network gets a fair chance at visibility.

This option was already available in the older 'Relation overview (HTML)' article type. Now you can also use random sorting in the newer options: 'Relation overview (website template)' and 'Relation overview (content templates)'.

Finance: choice between letterhead or blank paper for invoice reminders

Your organization sends invoice reminders by post and prints them yourself. For invoices, you could already choose whether to print on letterhead or blank paper. This option was missing for reminders, giving you less flexibility in your printing process.

From now on, you can choose which type of paper to print on when downloading reminders. The choice depends on the settings of the linked invoice template. When downloading multiple reminders at once that use different templates, you can specify per template whether to print on letterhead or blank paper. You can also choose to print everything on blank paper.

Finance: clearer invoice template editing

When managing your invoicing, you want invoice templates to look exactly the way your organization envisions them. With the recently added formatting options for invoice templates, however, the editing form grew considerably. This meant you had to scroll a lot to see the effect of your changes.

From now on, the editing form for invoice templates has been reorganized. Content and layout are better separated, and the preview remains visible while you edit. This way you can immediately see the result of your changes, without scrolling back and forth.

Finance: processing uncollectible invoices

Sometimes your organization faces invoices that will never be paid. Think of a company going bankrupt or an invoice that is more than a year past its due date. The invoice has already been sent, obligations have been made, and VAT has been remitted. Properly processing this situation in your accounting used to be a manual and error-prone process.

From now on, you can mark an invoice as 'uncollectible'. This is only allowed when:

the invoice is at least one year past its due date, or
the recipient has gone bankrupt

Once you mark an invoice as uncollectible, the invoice disappears from open invoices. The invoice can now be found in the new 'Uncollectible invoices' tab. The outstanding amount is set to zero. A negative amount appears in the journal report. Note: this action cannot be undone. The processing takes into account the laws and regulations of the country set in your administration. For Belgian administrations, you need to set up a general ledger account for uncollectible invoices (doubtful debtors).

This feature must be activated per administration in the settings. Also verify that the correct country is set in your administration. Consult your accountant about using this functionality.

Important: declaring an invoice uncollectible is subject to laws and regulations. Do not use this feature to remove invoices you suspect won't be paid, or for incorrectly created invoices. Use a credit invoice for those situations.

Finance: use your own references in Peppol invoices

Update January 20, 2026: This change has been reverted. The previous behavior has been restored.

Meetings & Events: emails and schedule easier to find

When organizing events, it's important that participants receive the correct information. Yet it can happen that an email is accidentally sent with outdated details, for example because the email still contained information from a previous event. This causes confusion among your participants.

To prevent this, important settings for your event are now easier to find. The 'Schedule' and 'E-mails' tabs were previously somewhat hidden under 'Settings', but now have their own place in the menu. This gives you quicker access to these fundamental parts of your event.

Are you copying an existing event as a basis for a new one? A notification now appears when you copy the emails as well. This reminder prompts you to review and update the email texts for the new event.

Meetings & Events/CMS: display multiple departments in event overviews

Your organization works with local departments that each organize their own events. On a regional or provincial website, you want to display all events from the underlying departments in one overview. Until now, you could only show activities from one specific department in the event overview.

From now on, you can select multiple departments in the event overview. This way, you can show all events from the departments within a province on your provincial website, for example.

Additionally, you can now choose to display the organizing department to visitors. This works both in the overview and on the event detail page. This option is immediately available in Sapphire templates. Using a different template? Your web administrator can implement this.

Meetings & Events: personal activity list in emails and proof of presence

At your events, participants can register for specific activities within the programme. Think of choosing a workshop during a workshop round or selecting a session when multiple options take place simultaneously. You want to send them a confirmation email clearly stating which activities they have chosen. When issuing certificates of attendance afterwards, it's also useful to mention which components someone participated in.

From now on, you can use a field code that automatically generates a personal list of all activities a participant is attending – including activities that required registration. This way, each participant immediately receives a clear and personal programme overview in confirmation emails, reminder emails and certificates of attendance.

Meetings & Events: set ticket availability down to the minute

Sometimes you want an early bird discount to end at exactly 12:00 PM, or tickets for an exclusive presale to become available at 10:00 AM. For 'Available from' and 'Available until', you can now set a specific time in addition to the date.

Meetings & Events: work faster with tickets thanks to copying and searching

When organizing events with multiple ticket types, managing them can be time-consuming. Especially when you have tickets with similar settings, or when you need to search through a long list of ticket types.

You can now copy tickets, making it faster to create new ticket types with similar settings. A search field has also been added so you can quickly find the right ticket. The ticket overview now displays extra information per ticket type as well: availability, whether there's a target audience restriction, and the number of tickets configured.

If you've only set up tickets with a restriction (for example, only available with a ticket code or for a specific target audience), a notification will appear. By always adding at least one ticket that's visible to everyone, you prevent non-logged-in visitors from getting the impression that no tickets are available.

Platform: additional options easier to find

Your organization works in the platform every day. In many places, additional actions are available, but these were only visible by right-clicking. Think of setting a focus point for an image in Library, editing a field in a CRM form, or adjusting a page in the CMS. Useful for those who know, but difficult to discover for new colleagues.

From now on, a button with three dots ('...') appears in all these places when you hover over an item. Click on it and you see all available actions for that item. Right-clicking still works as you are used to, but the dots make it clear to everyone that more options are available.

This makes it much easier to help new staff members find their way around the platform.

Platform: quickly navigate to linked items

When managing meetings, forms, or documents in the platform, you often encounter linked items. A form configured for a meeting, an image from the Library, or a relation list selected somewhere. But where can you find that item when you want to view or edit it?

From now on, a convenient navigation icon appears in more and more selection fields. When you hover over a selected item, you'll see a button that takes you directly to that item. For dropdown lists, the icon appears next to the field and opens the current selection. For 'Select/change…' buttons with multiple items, you can click through to each item individually.

This feature is now available for meetings, the collection picker, and the document picker, among others. In the coming weeks, this will be extended to many more places throughout the platform.

Tags: release, CRM, CMS, Communities, Finance, Meetings & Events, Platform, Marketing Automation, Sapphire

Release 2025.12

2025-12-01T13:26:17Z

CMS/Communities: linking to community profiles from relation lists

You have an overview on your website of, for example, staff members, board members or working group members. You want (logged-in) visitors to be able to contact these people, for example to ask a question or request more information. For this, you can share contact details such as an email address or phone number. However, if you also have an online community from Procurios, it would be even better if contact takes place via the one-on-one conversations available there. This way, communication runs through your channels and you increase engagement in the online community.

From now on, you can directly link to community profile pages in relation lists on your website (based on content templates). This allows visitors to click through to the profile of the relevant person, where they can find the appropriate contact options through the community. This gives you more control over how contact details are shared and makes it easier for visitors to reach the right person.

This functionality is particularly useful for websites using our website template Sapphire. Interested in getting started? Contact our consultants - they can install the required module for you.

CRM: deduplicate based on IBAN

Your organisation regularly receives one-off donations via your website or imports relation data from other systems. This can result in the same person appearing multiple times in your CRM – for example, because someone fills in slightly different details with each donation, or because names are written differently in import files. This leads to duplicate relations in your CRM, cluttering your overviews and meaning that contact moments and donations are scattered across multiple cards.

From now on, you can also deduplicate based on IBAN numbers. When you run the deduplication process, the system not only compares names and email addresses, but also bank account numbers. Relations that use the same IBAN can now be directly merged. This saves manual searching and ensures a more reliable member database.

Please note: if a relation has multiple IBANs registered (for example, one for donations and one for payments of products/subscriptions), these are not compared with each other.

CRM: overview of deprecated filters

In the past, you may have created lists, views or selections using search filters that have since been replaced by better alternatives. Think, for example, of the old way of searching for cumulative donations. These old filters will continue to work for now, but will eventually be phased out. The problem: you often no longer know exactly where you've used these deprecated filters.

From now on, you'll get a clear overview of this. When you use deprecated filters in your views, lists or selections, you'll receive a notification in the issue center. A handy button takes you directly to an overview of all elements where these filters are active. This makes it easy to replace them with the new filters before the old ones disappear permanently.

Additionally, when creating new searches, you'll see which filters are marked as 'deprecated' - you can no longer select these. Deprecated filters are also automatically removed from your quick searches.

The old filters will continue to work until they are completely phased out, so your platform won't suddenly stop working. However, it's wise to replace them in time to avoid surprises later. Need help? Our consultants are happy to assist you.

CRM: reliable phone numbers through validation

You call a member to share important information, but the number doesn't work. Or you want to send SMS notifications, but you're unsure whether the numbers in your system are correct. Incorrect phone numbers in your member database can lead to frustrating situations and unnecessary administrative work.

From now on, phone numbers are better validated when entering them. You'll see a field with a country selector and a separate field for the phone number in many places throughout the platform. The system automatically checks whether the number is correct for the selected country. This prevents incorrect numbers from entering your system.

No worries about existing data

Your current member database may contain phone numbers that are no longer correct. To prevent you from being unable to save relations due to old, incorrect numbers, a fallback option is in place. For relations with an incorrect phone number, the old field remains visible, allowing you to save and edit the relation normally. Adjust the phone number to a correct one or clear the field, and it will automatically be replaced by the new field with validation.

Uniform display

Phone numbers are now displayed in a standard international format, such as '+31 6 12345678'. Existing numbers that match this format will also automatically be displayed this way.

Customized country selection

The list of countries you can choose from when entering a phone number is based on the active countries in your organization's Procurios Platform. You can configure this via Platform > Languages & Countries.

CRM: reminder for incomplete registrations

At your organisation, new relations can register via a registration form on the website. After completing their details, they receive an email with an activation link to confirm their email address. However, not everyone clicks that link immediately – some simply forget or can't find the email straight away. The result? An incomplete registration and potentially a missed relation for your organisation.

Thanks to a request from the Procurios User Group, you can now set up an automatic reminder email for this situation. When someone starts their registration but doesn't click the activation link, they'll receive a friendly reminder after a period you specify. This increases the chance that registrations will be completed successfully after all.

You decide the content of the email yourself and after how many hours the reminder is sent. You'll find these settings among the other message settings of the registration form.

Finance: clearer process for crediting invoices

A member cancels their registration for an activity for which an invoice has already been sent. Or you notice an error in a sent invoice - an incorrect amount or a product that should not have been invoiced. In such situations, you want to quickly and accurately create a credit note that is directly offset against the original invoice.

Until now, when creating a credit note, you were always first directed to an overview where you could make changes to the order lines. This sometimes caused visual confusion due to rounding differences, and in some cases actual errors with differences in amounts occurred.

The process is now divided into clear steps. You first choose what you want to do. When you view an invoice and then click 'Credit', a dialogue window appears in which you first explicitly choose what you want to do:

'Create credit note' (when the invoice has already been paid) or 'Pay invoice with credit note' (for an unpaid invoice) - when you want to credit the complete invoice and offset it directly
'Create credit note order' - when you only want to credit part of the invoice or combine multiple orders

Only after making this choice do you fill in the required information. When creating a credit note, it is created directly based on the original invoice. Only when you choose to create a credit note order can you still make adjustments to the order lines.

Credit webshop orders too

This change also solves a problem when crediting invoices resulting from webshop orders (E-Commerce). Normally, you cannot select webshop products as a product for an invoice line. When creating a credit note order for a webshop order, the webshop products from the original order are now available in the product list.

Finance: exporting invoice lines

You want insight into which products or services are purchased most frequently, or you need to maintain detailed administration where you want to report per invoice line. Until now, you could only export complete invoices, but not the underlying lines with their specific details.

From now on, it's possible to create an export of invoice lines. Instead of one line per invoice, you now receive an export file with all relevant data per invoice line. This allows you to easily analyse which products are sold most often, for example, or create reports for your accounting at the level of individual invoice lines.

Per invoice line, you'll find the following information in the export: Quantity, Product name, Price excl. VAT, VAT amount, VAT percentage, Price incl. VAT, Ledger account, VAT ledger account, VAT accounting code.

Additionally, each line naturally also contains the general invoice data, so you know exactly which invoice (and therefore which relation) the invoice line belongs to.

Finance: more flexible invoice layout

Your organisation sends invoices to companies, sponsors or event participants. The standard layout of these invoices doesn't always match your corporate identity or your clients' expectations. Some organisations prefer to show the invoice lines first before the general explanation, or to position the logo on the right instead of the left.

From now on, you can customise the layout of invoice PDF templates with two new settings:

Repositioning invoice text

The general invoice text appears above the invoice lines by default. You can now choose to place this text below the invoice lines. Any additional remarks for specific invoices will always remain directly below the invoice lines.

Logo positioning

The logo appears on the left side of the invoice PDF by default. You can now also place the logo on the right side. Please note: if you've already filled in 'dimensions' and 'padding' in the template, check that the result still meets your requirements after changing the position.

This allows you to better align invoices with your corporate identity and the expectations of those you invoice.

Meetings & Events: set columns in meeting templates

Your organisation works with templates to set up meetings efficiently. For each type of event you want to see different participant information: at business network events the organisation of participants is important to display, whilst for courses on a personal basis dietary requirements and background information are more relevant. Until now, you could only set columns in the participants overview after there were participants - which made preparing templates for colleagues difficult.

Prepare columns in advance in templates

From now on you can also determine which columns are relevant in templates without participants. A new button has been added for this in the participants overview of templates. This way you can fully prepare templates, so that colleagues can immediately get started with the right information when they create a new meeting based on your template.

Clarification: personal column preferences

This update also makes it clearer that column preferences are always personal. The setting is now called 'My columns' instead of just 'Columns'. This immediately clarifies that you're only adjusting this view for yourself. Each staff member can therefore compile their own overview based on what they're working with.

In addition, the instruction texts on this page have been made shorter and more comprehensible, and several styling issues in the menu have been resolved.

Platform: recognizable relation type in dropdown

You want to create an invoice for an organization, but there are multiple relations with the same name in your platform. One is a 'Company', the other a 'Training Provider'. Until now, you sometimes had to come up with creative solutions to identify the correct relation, or you selected the wrong one and had to correct it afterwards. This cost unnecessary time and frustration.

From now on, you'll immediately see which relation type you're dealing with when selecting a relation. A clear icon next to the name shows whether you're looking at a person, organization, or another type of relation. This works everywhere you select relations: when creating invoices, linking bank transactions, and in the filters of Memberships and Donations.

This way, you choose the right relation immediately without detours or corrections afterwards.

Platform: archiving products instead of deleting them

When invoicing subscriptions, courses or events, you use products. These products determine, among other things, which general ledger account is used for the booking. Over time, you stop using certain products - for example, a past course type or an old membership model. Until now, you could only delete these products, which meant they disappeared from all existing invoice lines. This made your administration unclear and could cause problems when consulting old financial data.

From now on, you can archive products instead of deleting them. Archived products remain in all previous invoice lines, but can no longer be selected when creating new invoices or when setting up tickets for events. This keeps your product overview clear, while preserving the history of your administration.

An important benefit: the general ledger account settings of archived products are retained. These are essential for your memorial entries and ensure that your old financial data remains correct. If you later decide to use a product again, you can simply de-archive it.

You manage products under 'Products' in the platform. There you will now find the option to archive products and possibly de-archive them again.

Tags: release, CRM, CMS, Communities, Finance, Meetings & Events, Platform

Release 2025.11

2025-10-16T08:44:53Z

CRM: clear filters instantly with new design

You regularly use filters in the CRM to find the right relations. Sometimes you want to quickly remove a filter to see the original relation list again. In those cases, you first had to expand the filter, scroll down, click 'Clear search filter' at the bottom, and then rerun the search to get an unfiltered list. "It could be easier," our users told us on the Procurios Club.

From now on, you can remove filters directly without expanding them first. The 'Remove filter' button is now always visible when a filter is active. This allows you to continue with a single click. The button to save the (un)filtered list as a new relation list is also now directly visible.

In addition, we've visually separated the search and filter functions to make the difference between the two clearer. Though the functionality itself hasn't changed a lot, it will take some getting used to for many users.

You can now also find the title of the relation list above the search bar, and the names of the various action buttons have been clarified. These are small improvements that make working with relation lists a little more pleasant.

CRM: find relations based on the year of a date

In your organization, you sometimes have to deal with specific dates that are important. Think of the year someone became a member, the year of birth for anniversary campaigns, or the year of a first donation. You could already filter by dates by searching for things like 'after January 1, 2020' and 'before December 31, 2020'. That works, but it's cumbersome and requires two separate filters.

Now you can easily filter by specific years in date fields. Simply select the year and you'll immediately find all contacts who joined, were born, or have another important date in that year.

This makes it much easier to set up targeted campaigns for anniversaries, reminders, or other year-specific campaigns. This feature was suggested by the user group and makes working with dates in the CRM much more practical.

CRM/Platform: search through long option lists when creating filters

When creating filters in the CRM, you can choose from various filtering topics: actions/campaigns, subscription types, functions, and more. Depending on how many options your organization has, it can sometimes be difficult to find the right option, especially when scrolling through long lists.

We've improved searching through these option lists. Where you could previously only scroll through expanded filter options, you can now search almost all of these lists by typing what you're looking for. Imagine you have 25 function types to choose from; you only need to type the first few letters of the function "chairman" to quickly find and select it.

When searching for relations or actions—which can include thousands of options—you'll now see up to one hundred results instead of ten. This gives you a better overview of your options. If no result is found, you'll be notified. Your search term is also highlighted in the results, so you can immediately see why an option is listed.

Meetings & Events: custom terminology for registration

When organizing events, every organization uses a slightly different communication method. One might use the term "register" for a meeting, another "make a reservation" for an event, or "join" for an activity. Until now, the text on Meetings & Events registration pages was pre-defined in the system. This meant that visitors to your website might encounter different terms than those they're used to within your organization.

Now you can customize the key texts on the registration pages to the terminology that best suits your organization. This includes texts like "Register," "Add Participants," "Confirm," and other common elements in the registration process. The customizable texts are grouped by step in the registration process, making it easy to find what you want to change. The original system text is also included for each text, providing context.

Work efficiently with templates

It's helpful to configure these texts correctly in your meeting templates right away. This will automatically update the texts for all new meetings you create based on that template. You can also edit the texts for existing meetings.

Note: If your organization uses a custom website template with these texts already edited, the new settings will not take effect. In that case, please contact our consultants to have your template updated.

Platform: action buttons directly visible in lists and tables

You're looking for a specific contact, invoice, or subscription in one of the platform's many lists. You find the right line, but to reach the action buttons, you first have to scroll all the way to the right. Especially with lists with many columns, this can be an annoying extra step that slows down your workflow.

From now on, action buttons will appear automatically when you hover your mouse over a row in lists and tables. This gives you direct access to the actions you want to perform, without having to scroll to the right first. This makes working in the platform more efficient and enjoyable, especially when working through large amounts of data.

Tags: release, CRM, Meetings & Events, Platform

Release 2025.10

2025-09-18T10:27:16Z

CMS: Enhanced Flexibility for Email Notifications in Forms & Surveys

Your organization uses surveys to collect information from visitors, such as contact forms or feedback submissions. Sometimes this data needs to be forwarded to external parties—like a catering company that needs to process an order, or a volunteer who doesn't have access to your platform. In such situations, simply sending a link to the platform isn't practical.

Following user feedback, we've restored this flexibility. For each survey, you can now choose whether to include the submitted data directly in the email notification, or redirect recipients to view the results through a secure link.

It's important to carefully consider whether personal data from forms should be sent via email, especially when dealing with sensitive information. If you choose to send emails with data included, consider establishing separate agreements with recipients to ensure compliance with privacy regulations.

CMS: New Interface for Web Blogs

Your organization publishes blog posts across various blogs to inform and inspire members and donors. With multiple blogs, it can become challenging to quickly select the right blog or adjust its settings.

Blogs are now displayed as cards instead of a list. This provides a much clearer overview and makes it easier to quickly find the right blog. The design now aligns with what you may already know from Communities or from the multi-administration overview in Finance and Memberships.

Adjusting blog settings is now easier as well. Within each blog, you'll find a gear icon where you can access the settings. In release 2025.11, additional enhancements will be added to make the functionality even more consistent with the aforementioned products.

CMS: Article Visibility at a Glance

Your organization publishes different types of content: public information for everyone, as well as articles intended only for specific groups such as members, donors, or board members. When managing this content, you want to quickly identify which articles have restricted access, so you can immediately understand why certain content is or isn't visible to visitors.

Until now, pages and categories in the menu structure already displayed their restricted accessibility through a 'user account icon.' However, this overview was missing for articles.

Now you can also see at a glance whether articles are only visible to specific relationship groups. The familiar 'user account icon' now appears next to articles with restricted visibility as well. This gives you much faster insight into your content's accessibility and allows you to see at a glance why an article is or isn't shown to certain visitors.

CRM/Meetings & Events: Filter by End Date for Follow-up Actions

Your organization regularly organizes courses, training sessions, or other meetings. After completion, you often want to take targeted follow-up actions: invite non-members to become members, inform course participants about other available courses, or prevent participants in multi-day training from being contacted with other communications during the program.

The CRM already offers extensive filtering options for meetings. Now you can also filter by meeting end dates. This allows you to create relation lists with, for example, all participants whose training ends today, or students who completed a course last year. This enables you to automatically reach out to non-members for membership through Marketing Automation journeys after they've attended a meeting, or invite course participants to follow-up courses.

Finance/CRM: Search and Filter by E-invoicing Preference (Peppol)

Starting January 1, 2026, Belgium will require all business-to-business invoices to be sent via Peppol. This requires obtaining a Peppol ID from each customer. To prepare for this change, you need to identify which customers cannot yet receive invoices via Peppol due to missing Peppol IDs. This allows you to proactively inform and guide the right business partners through the transition process (see related release note).

You can now easily discover which debtors still receive invoices by email instead of via Peppol. This can be done in two ways: by searching in the CRM or by filtering in the debtor overview.

In the CRM, use the search option 'Invoices (per administration)' with the new filter option 'Send e-invoice via'. Here you can choose between 'email' and 'Peppol'. To find all relationships that are not yet using Peppol, filter for debtors who still receive invoices by email.

Additionally, the same filter option has been added to the debtor overview in Invoicing, allowing you to quickly see from this overview which debtors still need to switch to Peppol invoicing.

Finance/CRM: Enter Peppol ID via Profile and Registration Forms

Now that sending business invoices via Peppol will be mandatory in Belgium, you want to ensure you have the correct information from your business relations. If this information is still missing, you want to make it as easy as possible for them to provide it. Business debtors can now submit their Peppol ID through registration and profile forms. The system supports two scenarios: when your members are themselves the company receiving invoices, and when your members are contact persons acting on behalf of their company.

When members are the company themselves

You add the 'Peppol ID' field to your form, just like other form fields. The field is automatically split into two parts: a scheme field and a number field. In the scheme field, the user selects what the number represents—for example, Chamber of Commerce number, business registration number, or VAT number. The available options vary by country.

When members are contact persons

Do you use Organizations & Persons to manage business relations? Then you use the 'Organization Peppol ID' field. This assigns the Peppol ID to the company (the actual debtor), not to the person filling out the form.

Automatic validity verification

To prevent invoicing issues, the system automatically verifies whether the entered Peppol ID is valid. This verification is performed through Dokapi, the service provider for Peppol invoicing. If the Peppol ID is not found, the user receives an error message. Only Peppol IDs registered with certified Peppol service providers are accepted.

Marketing Automation: Compare Different Strategies with 'Split by Percentage'

When improving your journeys, you often face choices: does a personal approach work better than a business one? Do donation emails generate more results in the morning than in the evening? Or do you get more responses with subject line A or B? Until now, testing different approaches was challenging because you had to manually create groups and compare results.

Marketing Automation has therefore added a new step: 'Split by Percentage'. This step automatically divides your relationships across two routes. You set the percentage yourself, for example 50%-50%. Route A then receives one half of your relationships, Route B the other half. In each route, you can try a different approach. By comparing the results, you can see which works best for your organization.

The distribution doesn't happen randomly, but in a smart way that ensures the percentages are exactly correct.

Learn more about setting up and measuring results in the help center

Tags: release, CRM, CMS, Finance, Meetings & Events, Marketing Automation

Release 2025.09

2025-08-25T16:49:06Z

CMS: set retention period for stored cookies

When a visitor to your website consents to the placement of cookies, this consent is stored so that it can be traced back to the purpose for which consent was given at any time.

From now on, this consent is automatically retained for five years, after which it is automatically deleted. You can extend this period to seven years if desired.

Finance: improved search function bank transaction

Your organisation regularly processes bank transactions for donations, membership fees and other income. A fast and reliable search function is essential for finding specific transactions. Filter functions must also work properly and importing files with multiple bank accounts should run smoothly.

Following the recent renewal of the bank transaction module, we have implemented various improvements. The main addition is the return of the search function for transactions. This now works in the same way as searching for relations in the CRM and is significantly faster than before.

Marketing Automation: prevent unwanted journeys with duplicate relations

A relation has been involved with your organization for years as a donor or has been a member for several years. By making a new donation based on a campaign, they re-enter your CRM. In this case, you want to thank them, but not welcome them as a "new donor." Merge rules can prevent the initial potential duplicates, but what if the old relation doesn't have an email address and the new one does? Or what if other reasons prevent automatic deduplication? Then you still want to prevent inappropriate communication and potentially wait for manual deduplication.

With the new step type "Wait for Deduplication" in Marketing Automation, you can now prevent this. This special step can only be placed as the first step in the journey (immediately after the trigger) and ensures that the system immediately checks for potential duplicates—instead of waiting for the usual nightly calculation.

Relations remain in this step until the system has determined that they are not duplicates. This check is performed based on the list of contacts to be deduplicated. When adding this step, you also set a maximum wait time. If the contact is deduplicated within that time, it will continue in the journey. However, if no deduplication decision has been made after the set time, the journey will automatically stop for that contact.

This wait step provides extra control in addition to the automatic merge rules you may have already set up. While these rules are primarily useful for registration forms, this journey step also offers a solution for contacts received via imports. This allows you to maintain control over your processes and prevent existing supporters from being incorrectly treated as new contacts.

Mailings/Marketing Automation: clicks on unsubscribe links no longer count as CTR/CTOR

Seeing how often links or buttons in your newsletter have been clicked is important feedback for understanding your target audience's interests and determining whether your email was successful.

It's important to distinguish between positive interactions (such as clicks to your website or a registration form) and negative interactions (such as unsubscribes). Until now, however, unsubscribe clicks were still included in the click-through rate (CTR) and click-through open rate (CTOR), resulting in less accurate statistics.

From now on, clicks on unsubscribe links will no longer be included in the CTR and CTOR calculations. This means your organization will get a more realistic picture of actual engagement with the content of your mailings. Clicks on unsubscribe links will still be recorded separately and remain visible in the click overview, but will no longer count as a "relevant" click.

Meetings & Events: adding the number of anonymous participants to a meeting

A visitor arrives at the registration desk at your event. They still want to participate, even though they weren't registered in advance. You still have room, so welcome! However, you until now you couldn't record these anonymous participants, which could have resulted in incomplete reports.

From now on, you can specify the number of anonymous participants present after the event. These values will then be included in the list and in the export of meetings, so you can still get a complete picture of the success of your meetings with a single click.

Meetings & Events: program dates available as tokens in emails

If you organize multi-day training courses, workshops, or events, you'll likely want to inform your participants via email about the exact program dates when confirming their registration. Until now, you had to manually add this information to the email body. This was cumbersome and prone to errors.

Starting with this release, you can easily add program dates and times to your email communications using tokens. This means you can automatically display all relevant days and times of the program in a registration confirmation or reminder email.

Meetings & Events: switching participants within group registrations

You're organizing a meeting where groups register. Someone has registered the entire team, but later it turns out a colleague can't make it and needs to be replaced by someone else. Until now, the registrant had to cancel the original registration and create a new one, or you had to do it manually for them. This takes time and creates administrative hassle.

From now on, registrants can easily replace a participant themselves during group registrations. When changing the registration, they can choose from existing contacts or enter a new contact. The system uses the same settings as the original registration process you set up.

If you want registrants to be able to choose from existing contacts, the "Organizations & People" functionality must be enabled for your meeting. For new contacts, the registration form for additional participants is used. The new participant automatically receives the confirmation email so everyone is informed.

Meetings & Events: meeting language settings moved and improved

For a multilingual meeting, you can add multiple languages, each with its own text, during setup. However, when deselecting an additional language, it wasn't clearly communicated that this might cause texts or titles to be lost. Because deleting a language cannot be undone, this could lead to undesirable situations.

To reduce the chance of accidentally deleting a language, you can now only change/delete a meeting's language using a separate button. Before the language is permanently deleted, an appropriate warning is now displayed.

Tags: release, CMS, Mailings, Meetings & Events, Marketing Automation

Release 2025.08

2025-07-30T13:26:01Z

CMS: 'meta keywords' option removed

Remember the "Wild West" days of the internet, when people created entire pages with invisible keywords to rank high in search engines? These search terms were called "meta keywords." Unfortunately, they were often misused to rank high in search results at all costs. That's why search engines now ignore these keywords and focus primarily on the content of your text, rather than lists of keywords. Therefore, we've now removed this option from the platform. Entering a meta description is still useful; it will be displayed in the search results overview.

CMS: (automatically) unpublish blogs

Do you have a blog post that becomes irrelevant after a while? You can now set the period for which the blog post should remain published. When the post is unpublished, visitors will see a 404 page.

Finance: automatically import bank transactions

It's the same old routine: download bank statements, import them, and process them. Meanwhile, colleagues are already asking, "Can you do a new import? We want to see if our campaign is effective." This manual process is time-consuming and means you don't always have an up-to-date overview of incoming payments.

From now on, bank transactions can be automatically imported via an API link with Ponto. Your transactions are synchronized fully automatically, giving you an up-to-date overview of all incoming donations and payments without manual imports.

Ponto retrieves transactions from banks four times a day, and the Procurios Platform checks hourly for updates. Instead of waiting until the end of the week, you now see new transactions within a few hours. If you send a direct mail message, you can quickly see how well it's performing—perfect for monitoring campaigns. For organizations, this means membership fee collections are immediately visible without waiting for manual imports.

Requirements:

You have set up journal entries.
You have an account with Ponto (costs: €4 per month per bank account).

We recommend engaging a consultant to set up this functionality.

Finance: updated bank transaction view

Your organization receives payments daily from members, donors, or meeting participants. Sometimes even through multiple bank accounts. You download transaction files from the bank and process the transactions in Finance.

We've been working hard recently to improve transaction processing, because what you do here ultimately tells you whether your income is accurate! That's why we've standardized the interface, which no longer focuses on transaction files but on the transactions themselves. For each bank account, you now see an immediate list of all unprocessed transactions, regardless of the file they originate from. This gives you a quick overview of your work list of transactions to review. And you can immediately see whether you're ready to download your journal entry.

A major advantage is that you can now filter by date, amount, description, and account holder. When someone calls to ask if their payment has arrived, you can search directly without having to scroll through multiple bank statements. You can also add a title to bank accounts, so you always know which account you're working with.

Importing and downloading bank files still works the same way, but this new method also takes into account that there will no longer be separate bank files when there is an automatic link between your bank and Procurios.

Mailings/Marketing Automation: preview of email content with visibility rules

When composing emails for different target groups, you can use visibility rules. For example, you can send a single email that provides paid members with additional content or local chapters with their own content. When editing such an email, it can be difficult to keep track of which email content has and doesn't have visibility rules.

From now on, you can easily hover your cursor over email content in the mailings editor to immediately see which elements have visibility rules. This makes editing complex mailings more organized and prevents you from accidentally missing rules.

Read more about visibility rules for email content in the help center: https://procurios.screenstepslive.com/a/1491319-zichtbaarheidsregels-voor-e-mailinhoud

Mailings/Marketing Automation: add new content faster

When adding a new content block to an email in Marketing Automation or Mailings, you often want to write your own text. That's why we've brought that option to the forefront and set it as the first tab. That saves you clicks! We've also clarified the titles of the various options. For example, "Insert free text" is now called "Add content myself" to emphasize that this is your own content, unlike the alternatives: previously created content retrieved from elsewhere in the platform.

Mailings/Marketing Automation: easier way to insert tokens into your text

Do you enjoy using tokens to personalize your emails or retrieve information from your contacts? Until now, you had to manually select and copy a token in the Mailings/Marketing Automation editor. Now, just like with various other emails in the system, there's a drop-down menu for standard tokens. For other tokens, you still have to go to the list, but now you can simply click on the token, and it will be copied to your clipboard, allowing you to easily paste it back into your email.

Marketing Automation: copy a previous email

Have you already created a great email for somewhere in your journey, and now want to create a different version? You can now simply copy that previous email. When creating a new email, you'll now see previous emails from the same journey that you can copy.

Marketing Automation: copying journeys

Want to create a new journey that's very similar to one you already have? You can now simply copy it. Saves a lot of work!

Marketing Automation: pausing journeys

Want to make a quick change to a journey, but don't want anything to happen in the meantime? You can now pause your journey. The triggers will remain active, and relations will wait in the trigger until the journey becomes active again. This way, you can work on your journey without losing people along the way.

Marketing Automation: more information in the overview

Are you busy creating journeys? Then you naturally want to see all your journeys and their performance at a glance. That's why the overview now includes the title, description, and four columns with statistics. A search field has also been added where you can search by title, and the number of results per page has been increased to 50, so your journeys are less likely to be spread across multiple pages.

Platform: minor additional changes

CRM: You must include an activation link in the activation email for a registration form. If the user doesn't have an activation link, it's very difficult to confirm their email address. Therefore, from now on, we'll check whether this mandatory field code is included in the email.
Donations: The overview of email templates for pre-notifications has been expanded with two additional columns: 'Use for' and 'Action'. This makes it easier to see whether the template is used in combination with a Fund or a specific Action.
Donations: The overview of Funds has been expanded with an additional column: 'Administration'. When you use multiple Administrations in the platform, you can now more easily see which Administration a specific fund is linked to. You can now also filter the fund overview by this.

Tags: release, CMS, Finance, Mailings, Platform, Marketing Automation

Release 2025.07

2025-06-30T08:44:57Z

API: extra data for Uit in Vlaanderen

For visitors of outings it is of course useful to see how good your Dutch needs to be to enjoy the outing. That is why we can now send language-language icons with meetings for Uit in Vlaanderen.
In addition, it is now possible to choose specific labels to send with Uit in Vlaanderen.

CMS: automatically scale images in RSS feeds to a maximum size

Does your RSS feed contain an image from the Library that is actually too large? You can now easily set the maximum size. This prevents images from being displayed too large in external applications.

In the feed settings, specify a maximum width and/or height (for example 1920x1080 pixels). Images that are larger are automatically scaled back. Smaller images simply remain as they are. If you leave the fields empty, all images are still displayed in their original size.

Finance: invoice address immediately visible when selecting a debtor

When creating an invoice, you can now immediately see the invoice address of the debtor to be selected. This way, you know immediately whether the correct data is used - without additional clicking or checking.

Meetings & Events: adjusted meeting details page

If you have registered for a meeting, you will of course want to see relevant information about your registration. In the sidebar of the meeting details page, registered participants saw a button 'Cancel registration'. Now that there are more options for changes, this button has been replaced by 'View registration'. In addition, we have improved a number of texts. For example, the button 'Yes, I want to register myself' has now been changed to 'Register'.

Meetings & Events: debtor now visible in the list of registrations

Do you want to see directly which registrations are paid by yourself and which by someone else? In the list of registrations for a meeting, you can now also see a column with the debtor. This way, you have more information about the registrations and a heads-up about who you are going to invoice.

Meetings & Events: changes and cancellations for group registrations

For your events, groups sometimes register together. For each participant of the meeting, the registrant indicates which program components the participant wants to follow and/or whether there are any dietary requirements, for example. It often happens that one of the participants wants to change a program activity later or that dietary preferences are only passed on later. Until now, you had to solve this manually for group registrations.

From now on, registrants can manage their group registrations themselves, just like with individual registrations. As a registrant, they can make adjustments to the selected activities and additional data per participant. They can also cancel individual participants or withdraw the entire group registration at once.

These options also work when the group is on the reserve list. All functionalities for registering groups are now fully aligned with individual registrations. Only the original registrant can make these changes.

Platform: easier sharing of blogs and meetings

You've just written an inspiring blog post about your latest action or organized an interesting meeting. Now you want as many people as possible to hear about it via social media. With the share buttons under blogs and meetings, you can share pages directly on different platforms.

BlueSky has now been added to the available social media platforms, so that you can also reach this growing network. In addition, a new option 'Copy link' has been added. This function automatically copies a neat, clean URL to your clipboard without extra parameters such as utm codes. This way, your visitors can easily paste the link into messages, emails or conversations without having to manually go to the address bar of their browser.

Finally, the 'New configuration' button has been renamed to 'Create new set' for more clarity.

Platform: faster and easier label selection

Selecting labels is now much smoother. The label selector has been visually improved and is more in line with the rest of the form. Keyboard navigation also works as expected – handy for those who like to work quickly with Tab and arrow keys or even depend on them.

Platform: improved accessibility by removing accesskeys

When managing your platform, various employees work with their own tools. Some use screen readers or other accessibility tools. Until now, the Procurios Platform also had special shortcuts (such as 'Control' + 'Option' + 'O' for saving). However, these keys could cause problems with your employees' tools.

To ensure that the platform works well for everyone, these shortcuts have been removed. This allows all employees to use the platform without any problems, regardless of the tools they need.

Tags: release, API, CMS, Finance, Meetings & Events, Platform

Release 2025.06

2025-05-29T22:15:59Z

API: end date and pagination for donations and pledges

Too many results per page or too few? From now on you can set how many results you want per page when collecting donations and pledges via API. In addition, you can now request the end date of pledges, so you can create an even better overview.

API: generated properties

If you use our API, you could already determine which relation fields from the CRM you wanted to use. From now on, you can also use generated properties. This way, you can request an even better picture of your relations via API.

CMS: notifications for new blog post

Do you want to notify your readers of a new blog post, instead of having to wait until they happen to visit your blog? This is now possible. In the settings of your blog, you can indicate that a message should be sent when a new blog post is published. At the moment, this is only possible for users who can log in. It does require some setup, so discuss this with your consultant if you want to use this feature.

CMS: renewed layout of page edits

Did you find it difficult to figure out whether to change a page setting under 'extended' or 'advanced'? Us too. That's why we've now adjusted these tabs to be more logical and clear. It might take some getting used to for experienced users, but we hope that you can find what you're looking for faster and easier.

CMS: references to Universal Analytics removed

Google has switched from Universal Analytics (UA) to Google Analytics 4 a few years ago. UA was already broken, but there were still places where you could set something for UA. These have now been removed as well, and with that we have finally said goodbye to UA.

E-Commerce: more tokens in confirmation emails

Do you want to mention only the country or only the city in a confirmation email to the customer or supplier? This is now possible. The confirmation emails previously contained tokens for entire addresses, but these have now also been split up, so that you can make the emails even more personal.

Library: alt texts can now be used consistently

Wouldn't you also like things in the real world to show such an explanation text when you look at them? Unfortunately, that is not yet possible, but you can now consistently provide your images with such an alt text. This is not only nice for your visitors, but it is also mandatory, to ensure that people with a disability can also use your website properly. In the Library, the alt text is now simply called 'Description / Alt text'. We are still working on implementing these changes in all places on the platform, but you can now add all your alt texts in the places where you want them.

Tags: release, API, CMS, E-Commerce, Library

Release 2025.05

2025-04-30T16:55:17Z

CMS: easier external website integration via iframes

Your website may consist of different components, some of which are built in an external system. Yet you might want to display specific forms from the Procurios Platform - such as for donations or newsletter subscriptions - on that external website. For this purpose, you use an iframe.

A common problem with iframes is that the height doesn't automatically adjust to the content. This can result in unwanted scrollbars or cut-off content. This release introduces a solution for this issue.

The CMS now includes an 'Embed' button that generates the exact code you can place on your external website. This code ensures that the iframe automatically resizes with the content. Simply copy, paste, and you're done!

This functionality works under the following conditions:

'Show this site in frames' is enabled in the website settings
The website has a primary domain
The 'Embed' button is available on pages (not on categories or link pages)

In addition to the standard code, other options are available for specific requirements, such as adjusting the width or adding other attributes. These options are documented alongside the code that appears after clicking the 'Embed' button.

CRM: smoother guidance when importing relations

When building your relation database, you sometimes need to add a large number of contacts at once. For example, new registrations after an event or a membership list you received from an external source. The process of importing these relations should be as straightforward as possible.

The import process has now been improved with a clearer user interface that guides you step by step. The difference between a test import (to check if everything is going well) and the actual import is now more visible. The field mapping, where you indicate which column from your file corresponds to which field in the CRM, has also become more organized. This allows you to import large quantities of relationships with more confidence and saves time when building and maintaining your database.

CRM: smarter forms with visibility rules

When registering for your organization or updating profile information, some questions may only be relevant under certain conditions. For example, when someone indicates they are a 'student', you want to ask about their educational institution. Or if someone checks 'volunteer', you want to inquire about their availability.

Our new visibility rules feature for registration and profile forms allows you to show questions only when they're relevant to the user. This approach helps reduce form abandonment by showing only relevant questions, improving user experience and completion rates.

You can create these rules using the rule builder or copy rules between fields. Setup instructions are available in our help center.

E-commerce: multilingual selection options

Your webshop has an international reach and customers from different countries need to be able to place orders in their own language. When finalizing an order in the shopping cart, order fields are displayed, including selection fields with radio buttons. Until now, the title and subtitle of these fields were already multilingual, but the selection options themselves were not.

From now on, the options for the field type 'One out of more radio button' can also be made multilingual. This allows international customers to complete the entire ordering process in their own language, providing a better user experience and reducing the chance of confusion.

Finance: improved subscription search for transaction processing

When you want to renew a subscription by processing a bank transaction, it's convenient to find the correct subscription quickly. That's why it's now possible to search not only by contract holder, but also by payment reference number. Additionally, the list of subscriptions in the search window has been made much more organized and easier to navigate.

Finance: processing type visible in bank statement

As an accountant or treasurer, you want to know exactly what happens with the transactions you process from your bank statement. Which transactions are used for donations, invoice payments, or subscription renewals? And which ones are ignored because they aren't relevant to the system?

To make this transparent, we've added a new column called 'Processed by'. This shows not only which transactions were ignored, but also what happened with all other transactions. The column displays both manually and automatically processed transactions. You can sort the list based on this column, making it easy to view all ignored transactions in a single overview, for example.

'Processed by' only works for transactions processed from now on. For older transactions, the column remains empty, as this information is not available retroactively.

Memberships: pay subscription in advance (BE)

During an event, someone decides to become a member of your organization. Your new member pays immediately. Another member transfers their membership fee on their own initiative at a fixed moment in the year. In these cases, you don't want to create and send a payment request.

When processing bank transactions, you can now choose to pay for a renewable subscription, even if no payment request has been created yet. Also, subscriptions that can be matched to a transaction will now be suggested even if there is no payment request yet.

Have you received a cash payment? This can now also pay for a renewable subscription before a payment request has been created.

Memberships: renewing individual subscriptions

At an active association, you regularly process subscription renewals. Until now, you could only renew all subscriptions at once. This was convenient for bulk processing, but sometimes you want to renew just one specific subscription, for example when someone decides to continue their membership after others have already been processed.

That's why there's now a new button that allows you to renew subscriptions individually. When using this function, you immediately see what the new end date will be and whether the subscription might change to a different type. This makes managing exceptions in your membership database much more efficient.

For functional administrators, this new feature also offers advantages when testing changes to subscription settings. You can now easily check the functionality of one specific subscription without going through the entire renewal process for all subscriptions. This way, you can immediately see the effect of your settings, which simplifies quality control before implementing changes on a larger scale.

Memberships: cash payment processing relocated (BE)

In release 2025.04, we announced that it is now possible to process cash payments for subscriptions based on payment invitations. We have moved the button to process these payments to the subscription dialog box. This has several advantages:

Add payments directly from relation cards by clicking through to the subscription
Process payments even without access to payment invitations
Find contractors and subscriptions more efficiently in both the CRM and subscription lists

Platform: automatic cleanup of import files

Your import has succeeded and your contacts are now securely stored in the CRM. But what happens to the original import file? To help you comply with data protection regulations and deletion requests from your contacts, import files will now be automatically deleted after 60 days. Need to remove the data sooner? You can also manually delete import files at any time.

Tags: release, CRM, CMS, E-Commerce, Finance, Memberships, Platform