June 1, 2022
View enhancements and corrections released on June 1, 2022.
Prevent duplicate vendors. If you add a new vendor or enter the payee's name when creating a transaction, Realm Accounting alerts you if there's a match already in the system. To make sure the record is the same, hover over the info icon to view more information, such as email; phone; and address, before you select it.
Improved navigation. Many of you told us that functions under the "Admin" section are completed by non-admins. So, we're arranging the navigation menu in a more logical way. Don't worry, all of your data will still be safely housed in Realm – it'll just be easier to find!
Your Ministry Hub. We're making it easier to locate products and services connected to Realm as well. If you use applications like MinistrySmart, the Realm Connect app, or Accounting, you can quickly switch between them in the new drop-down list. If you don't have these products, you can learn more about them in your new ministry hub.
Settings in context. The "General Settings" section you have today holds a lot of different options for different areas of Realm. We're moving those options under the relevant area so you have better control over them.
More info to come! This is just a taste of what's coming. Keep an eye out for more information we'll be sending your way. We'll even have a webinar where you can ask questions! Register for the free webinar. (This will be recorded and shared later if you can't make it on June 23 at 2:00 PM EDT.)
Let us know what you think! Check out upcoming improvements in the video. We'd love to hear your feedback on these changes, so feel free to fill out the form at the end of the video.