Icon Rubix Announcements

Statement Labels

Module: Donations
You can now print labels for the contribution statements.

Email Attachments

Module: Communications
You can now send email attachments. Email screen will allow you to attach up to two files. The maximum file size that can be uploaded is 5 megabytes per file attachment.

Contribution Statements

Module: Donations
We have added the option to print statements for the people who have not given. To print this statement, select "Not Given" from the "People Who Have" drop-down.

Life Events - Birth Date

Module: Church Membership
Birth has moved and is now located under "Show Life Events" on the Individuals screen. The old birthday report has been removed. To print a birthday report go to reports - Life Events and choose Birth.

Membership Reports

Module: Reports

Bug fixes and enhancements

  • Birthday Report:
    • Added the option to include individual age on the report.
    • Added sort by option. Now you can sort the birthday report by 'Name', 'Date - Month' or 'Date - Year'
  • Life Events Report:
    • Removed archived individuals from the Life event report.
    • Fixed the issue where member names were blank.

Donations Report

Module: Reports
Fund Summary report has been renamed to Donations by Fund. Also, we have added the option to print fund summary only.

Life Events Report

Module: Reports
We have added a report will print life events e.g. baptism, confirmation, marriage, by month or for a specified date range.

Fund Distribution

Module: Donations
We have added a 'Distribute' button on the donations entry window. This option will allow you to apply a single donation across multiple funds.

Donations Entry Enhancement

Module: Donations
We have removed the auto-save feature from the donations entry window to improve user experience and prevent incomplete records from being saved. Now you will have to press the save button to save the donation record. All the required fields are marked with a ⚑ and must be filled before you can save the donation record.

Quick add individuals to the event

Module: Check-In
We have added the option to quickly individuals to the selected event. This option is especially useful when checking in one-time visitors.

Group Labels - One label per household

Module: Reports
We have added the option to print one label per household to the member group report.

Quick access to attendance and donations

Module: Donations
Now you can quickly access attendance history and donation records right from the Individual window.

More new statement options

Module: Donations
You can now add a statement letter when printing statements. Additionally, all statement options will be saved, so you don't have to reconfigure statements on each printing.

Improved birthday report

Module: Church Reporting
We added a few extra options to the birthday report. It now prints addresses for each individual. Additionally, you can now select a status code to filter individuals.

New statement options

Module: Donations
You can now print statements for single (or multiple) individuals at a time, in addition to printing statements for all who have given. Additionally, you can now select individuals who should not be combined with their households, such as for donors who are filing taxes separately.

Improvements on family name display

Module: Church Reporting
We've improved the way that we generate family names for directories and statements.

Combining households on contribution statements

Module: Donations
All individuals are now combined into households for printing contribution statements by default. You can un-check the "Combine Households?" option if you prefer separate statements for each individual.

Improvements to address formatting

Module: Church Reporting
We've made our address formatting consistent on reports, labels, and statements and improved many cases where addresses got formatted incorrectly.

Added home phone number

Module: Membership
Home Phone number field has been added to the Household window.

Kiosk mode confirmation

Module: Child Check In
The kiosk mode now checks to make sure the selected date is today's date before entering kiosk mode. If they don't match, we'll ask you before entering kiosk mode to make sure that's what you want to do.

Exports and other reporting enhancements

Module: Church Reporting

Most reports have had HTML, CSV, and Excel exports added. Additionally, we've made several improvements to formatting of the directory report and zip codes on the individual and household reports.

If you weren't aware, you can also print reports from most of the list screens, selecting which columns you want to appear on the report. The same PDF, HTML, CSV, and Excel formats are available from the list screens, as well.

Update check-in labels

Module: Child Check In
We've adjusted check-in labels slightly to try fit longer names more successfully. Please let us know if it works for you!

Update status tally report

Module: Church Membership
The status tally report now shows status alphabetically and shows a total at the bottom of the report.

Show entire family in kiosk mode

Module: Child Check In
We now show an entire family in kiosk mode, even if some family members have been checked in.

Added "Checked In By" information to labels.

Module: Child Check In
Labels printed from kiosk mode and non-kiosk mode will now include the name of the person the child was checked-in by. This is particularly useful if no guardians have been assigned to the child.

Transfer Individual

Module: Church Membership
We have added the option to transfer the individual from one household to another.

Guardian Label

Module: Child Check In
We have added the feature to print parent/guardian check-in receipts. Labels printed from the Central Check-In Station will now include a receipt label for the parents. A unique number is also placed on both child and parent/guardian labels which can be used to during checkout.

Central Check-In (Kiosk)

Module: Child Check In
We are super excited to announce the release of our new child check-in feature - Central Check-in (kiosk). Central check-in station will allow church attendees check in all their children at once to any scheduled events from a single location.

Rubix Mobile App - Picture Upload - Android specific

Module: Church Mobile
The Rubix mobile app now allows picture uploads on Android. The Rubix solution works seamlessly on mobile or desktop, however when the mobile app was created to extend label printer functionality, picture uploads initially didn't work for the Android platform.

Label Printer Enhancement

Module: Church Mobile
Using the Icon Rubix mobile app, a church can set up one click label printing. This enables churches to move parents through the check in process faster. The supported printers are Brother-710 and Brother-820.

Rubix Mobile App - Android and iOS

Module: Church Mobile
We released a mobile app to give Rubix more flexibility like child check during the label printing process. The mobile app will allow you to see the entire system and run reports. The additional feature is the ability to set up a default label printer to use for child check in.

Transfer Donations

Module: Donations
Now you can easily fix donations applied to the wrong individual. Transfer Donations window will allow you to transfer donations from one individual to another based on the selected date range.

Donations Batch Report

Module: Donations
We have added the option to print the donations batch report right from the 'Enter Donations' window. This report will include all the transactions posted to the selected batch along with the fund and batch totals.

Membership Archives

Module: Church Membership
You can now see individuals that you have deleted in the Archives, as well as undelete them. Undeleting an individual will return them to the household they were in previously, undeleting that household as necessary.

Customize Life Event fields

Module: Church Membership
In addition to the default Baptism, Confirmation, Marriage, and Deceased life events, you can define additional life events and capture dates along with unlimited user-defined fields.

Added Multiple Status Codes to Reports

Module: Church Reporting
All the member-type reports that had status codes were changed to allow multiple status codes. The user interface and each report was changed to allow 'All Statuses' or one or more status codes like 'Active' and 'Prospect'.

Expanded IconCMO import into Rubix

Module: System
The IconCMO import now includes donations, funds, donor numbers (envelopes), and member groups.

Rubix donations link seamlessly to Icon Accounting full church accounting system

Module: Donations
You can now import donations from the Rubix system to our double entry fund accounting system. The contributions / accounting link in IconCMO has been a huge benefit to our IconCMO clients, and now it's available for our Rubix clients as well.

Added more fields to Donation Entry Screen

Module: Donations
Batch Date and Donation Method fields have been added to the donation entry window.

Donations from Deleted Individuals

Module: Donations
We've clarified the donation entry screen when a donation is from an individual has been deleted.

Improved Donation Batch View

Module: Donations
The donation batch view has been improved, allowing much faster access to large donation batches, easier discovery of invalid donation batches, and a total of donations in the batch.

Added Notes to Donation Entry

Module: Donations
A 'Notes' field was added to the donation entry window, primarily for gifts in kind, but can be used for anything the user wants to note on someone's donation.

Updated the Main Development Engine

Module: System
We updated the main software architecture, that encompassed several changes to the older code for the change over.

Consistent Name Formatting for Individuals and Households

Module: Church Reporting
We made all the reports use the same consistent naming convention for people's names. This also affected a few screens like the donation window to make the screen's verbiage read better.

System Wide Error Reporting

Module: System
We have implemented an automated system wide error reporting management system for users. When an error occurs on the system, the development team is notified of the error. This enables us to start working on an error fix and ensure the highest quality software possible.

Reports work more Reliably across browsers

Module: Church Reporting
We've changed the way the reports are requested from the server to ensure more browser support and the reports work better. This was completed in the 'list' screens, report's main screen, and on the child check in window for the report and labels. Additionally we found a few reports not sorting correctly and fixed them.

Relabelled some menu items

Module: System
We have relabelled 'Communications' to Emails and 'Events' to Check-Ins.

Fix for reports not printing in Safari

Module: System
The latest Safari, 10.1, introduced a change that prevented our reports and labels from printing. We've implemented a work-around so you can continue to use the latest and greatest browsers with Icon Rubix!

Enhancement - Child Check-in Notes

Module: Child Check In
Prior to the change, notes could only be added if the child was checked in. The behavior has changed so that the child does not have to be checked in before typing a note for them on the event window. Just simply click into the text field and start typing, found under the more information link for each child.

Child Check-in Report Modification

Module: Child Check In
The child check-in attendance and absentee report was modified to include guardian contact information. This helps churches to follow up with their children that were absent.

Repeating Events Added for Child Check-in

Module: Child Check In
Repeating events was added to the system to allow users to set up multiple events for any group, and add the event(s) quickly instead of one at a time.

Contribution Statements - Pledges Added

Module: Donations
Pledges have been added to the bottom of the contribution statements so donors know how well they are doing towards their commitments.

Pledges Analysis Report Released

Module: Donations
We have released a new report to analyze pledges called the ‘Pledge Analysis Report’. It will list donor, fund, pledge total, pledge installment, date range of pledge, pledge frequency (Weekly, Monthly, As Able), donation total, pledge to date, and status. The status column will color code the percentage values for pledges that are valid. Other status codes are ‘Not Applicable’ for invalid pledge records, ‘Zero Given’ when there are no donations towards the pledge, or ‘Zero Pledged’ when there is no pledge for the donor.

Donation Screen Incorporates Pledges Applied

Module: Donations
We have added the ability for the donation screen to apply the donation to a pledge. This ensures donations are accurately accounted for against the pledge for reporting and contribution statements

Pledge Screen Added

Module: Donations
We have added the pledge module to the system. Pledges can be batched and are recommended to use.

Volunteer Label

Module: Child Check In
We have added an option to print Volunteer labels from the Check-in window.

More Check-in Label update...

Module: Child Check In
At your request we have added guardian phone numbers to the check-in label and adjusted font-size.

Update Check-in Label

Module: Child Check In
We've increased the check-in label size from 2.4x1.8" to 2.4x4" to better support both mobile and desktop printing. Group and check-in time have also been added to the label.

Documentation Updates

Module: Child Check In
We've done some work to add detail to the documentation for the Child Check In module. Please let us know how else we can improve our documentation!

Reload User Access in Real-time

Module: System

Users will no longer have to logout and login after their security access is updated. Changes are applied immediately in real-time!

Donor Numbers

Module: Donations

We now have donor numbers to help you track your donors, especially if your donors use an envelope number system. You can create as many lists of donor numbers as you need. Each list has an effective (starting) date.

In the donation entry screen, you can then pick your donors based on either the donor's name or donor number.

Donor numbers are included on contributions statements, and there is a new report — Donor Number List — that shows you a list of all donors tho whom you've assigned a number.

Account Status

Module: System
You can now find out your account’s expiry date (and other information about your subscription) from the Organization->Information screen. You'll also get a warning on log in when your account is about to expire.

Rubix Online Order

Module: System
We have added the option to order Icon Rubix online. To place your order, simply select Order from the menu, then fill in your subscription and billing information.

Directory Report Moved

Module: Church Reporting
We moved the directory report outside of the 'Households' section in reports. A small change, yes, but it prepares us for some bigger reporting changes around the corner.

IconCMO Import Enhancements

Module: Church Membership
We've expanded the IconCMO import to include the gender, status and relationship fields of member records.

Report Tweaks

Module: Church Reporting
The Status Tally report and the household reports weren't generating under certain circumstances. We've added some code to handle these circumstances.

Capitalize the State for Household Addresses

Module: Church Membership
The state field in the address for church members, didn’t capitalize the data on input, thus there was mixture of lower and upper case letters in the field. Implemented a new component to handle the state field differently for the members’ addresses. This also required a data conversion for all church databases.

Improved Interface with Certain Security Settings

Module: System
Certain security settings sometimes yielded perpetual 'Loading…' messages when a user was accessing a module that depended on another module which they didn’t have access to. For example they may have access to Child Check In, however not the Groups module. The Child Check In module depends on the Groups module for its functionality. We’ve implemented a fix to the system to limit this problem. In a few situations, you may need to log out and log back in to see the fix take effect—but only if you are experiencing this particular problem.

Leave your Popup Blocker on!

Module: Church Reporting
We've fixed all the reports in Rubix church management software so they no longer get blocked by the popup blocker on the browsers.

Address Zip Code Validation Added

Module: Church Membership
The system would only allow numbers into the zip code for family addresses. We expanded this to validate both US and Canadian zip codes. The validation rules will remove any letters for US zip codes. For Canadian zip codes it will remove invalid letters like 'D' and others, and also ensure that it follows the letter-number format for all 6 characters of the family's address.

Improved Mobile Scrolling

Module: Church Mobile
Scrolling on the list views like church membership, church communications, church groups, and so on when using your mobile devices, should work better for you.

Added More School Grades and College to the Drop-down

Module: Church Membership
Initially the system was created with eight grades of school for children records. We have expanded this drop down for children records in the church databases to have K-12, College, and Pre-School. Because there was existing data and new configuration files added, a data conversion was completed for all church databases.

Improved Font Rendering

Module: System
We made a small improvement to the font rendering for Windows users—hopefully everything is easier to read now!

Improved Member Picture Upload

Module: Church Membership
Some users were reporting a problem where pictures of church members would intermittently not upload. We were able to recreate this intermittent problem and applied the appropriate software fix.

Introducing Icon Rubix - The Next Generation in Church Management Software!

Modules: Church Reporting
Church Communication
Church Mobile

Lots of software updates today!

First, in recognition that we've expanded our feature set to more than just child check-in, we've renamed our product Icon Rubix, a next generation church management software tool that allows real-time collaborative editing (ie: like Google Docs), complete mobile platform for every module, and advance user interface (ie: no more annoying save buttons).

Second, we've added new reporting, communications, and donations modules in addition to the existing membership, groups, and events (Child Check In) modules. Some details:

  • Church Reports: We've added a new Report module with several reporting options in church membership and donations. (See the documentation and the screen itself for more information.) The ‘List Screens’ will continue to have the reporting ('Print') options. Additionally the attendance report for events (child check in) will remain where they are.
  • Church Communications: Send email to individuals or groups (or any combination!) on the communication screen. See the documentation for more information.
  • Church Donations: Record donors’ giving to your organization quickly and easily, print donation statements, and more! See the documentation for more information.

Finally, we have lots of plans and ideas to continue to improving Icon Rubix for churches. Please email us and let us know what you think!

Added Phone Calling Capability for Phone Fields on Mobile Devices

Module: Church Mobile
Church communication is a necessity in mobile applications. The easier you can communicate with your congregation, the more ‘in touch’ you are with them. To help facilitate communications, we've added the capability to call directly from the application in the Individual and Event (Child Check In) screens. For child check in, church staff and volunteers can contact parents when needed. Another scenario is for pastors and leaders to communicate using the Individual screen when they are visiting their congregation or to do a quick follow up to a church member or visitor.

Improved System Navigation

Module: Church Mobile
We've improved our navigation menu to be the same on the desktop and mobile devices: always a left-hand-side menu. Before this change the mobile menu was in the top right of the screen and on desktops it was on the left. Additionally, on a small screen, the main menu will automatically hide and can be accessed by the “hamburger menu” in the upper-left. This enhancement provides consistency across the mobile platform with other software applications and between users’ devices as the main menu is always in the same location.

More Speed! More Data! - Making Church Software Faster!

Module: System
We've finished a lot of work to make the church management solution faster and handle larger amounts of data. Most of the work was in the back-end of the system, so the user won’t necessarily see any user interface changes. A possible exception is screen load times when churches request large amounts of data. While we will continue this work as the church solution matures, the groundwork is laid for further software improvements.

Added a Progress Bar to the Report Screen

Module: Church Reporting
Initially the church reports with a longer processing time, had no indication they were running in the background. We created a progress bar to let you know the church report is running. This is mostly helpful for the reports that take a little longer than a couple seconds to complete.

Overhauled Styling on the Church Solution System Wide

Module: System
We reviewed the colors on the church software solution and decided to take them back to a more gray-scaled approach to minimize colors from clashing. The high contrast between blacks and whites, make it easier to read than colors that have little contrast – ie white lettering on a light blue background. This mostly affected the top bar, the icon in the upper left corner, and some of the navigation menu on the left.

Added a Search Option on the Child Check In Window

Module: Child Check In
The ability to search for church members in the child check in window was added. Many times the church groups are quite large for any given Sunday School, Adult Study, and so on. Implementing a searchable member drop-down for the church users or staff was needed. Reminder: The child check in window can be used for adult study groups, council meetings, or whatever you may need to keep attendance on for a church group.

Fixed the Field Focus on the Individual's Record

Module: Church Membership
When adding members into the church’s database, the field focus wasn’t working correctly. We fixed the field focus when adding in individuals. It now focuses on the first field which ask you if they are an adult or not, then proceeds with entering their name, and so on.

Removed Comma from the Church Member's Individual Screen

Module: Church Membership
On the church member’s individual record there was a comma when there was no last name but a first name was present. We added logic to intelligently remove or insert the comma depending on the scenario. It will be removed when there is no last name. It will be inserted if there is a last name and first name.

Update the Small Group Screen to Use a Drop-down

Module: Church Membership
The initial small group screen layout didn't help larger churches because each member had a check-box to determine if they were in the group or not. Additionally, check-boxes aren’t searchable. We replaced the check-boxes with a drop-down list that is searchable, which list the church member’s name. Once selected the person is added to the group and their name appears below the input fields, with a remove link so you can remove the church member(s) from the group.

Added a Child Check In Attendance Report

Module: Child Check In
Child Check In attendance couldn’t be easier to know who came and who didn’t. Once you create an event and assign the child(ren) or other individuals to the group, you can print an attendance report. The report will show a list of all those from the assigned group(s) who have been checked in and out, and a separate list of all those who have not. From the event screen, just click 'Print Event Attendance' in the lower right corner.

Changed Individual Screen for a better User Experience

Module: Church Membership
We changed the way individuals are sorted on the screen when a church user or staff goes into the household. When adding in a new individual record or changing the existing data, the screen would auto sort the individuals as you typed, making the screen move on the user during input. We modified the church software behavior so that all new records are always added in the top spot, and sorting only happens on the last, first Name basis; when coming into the screen initially. After the initial load, the sorting is disabled and should not move.

Changed Buttons on Title Bar for better Mobile Experience

Module: Church Mobile
We changed the way the title bar on the top of each screen functions so it would work better for mobile device users in the church. Instead of having several buttons, we made a drop down menu for the adding and deleting action of each card type (ie. individuals, household, events, groups, and so on). This condensed several similar functions into one area for the church user or staff.

Status Codes Added for Individuals

Module: Church Membership
We added a status drop down list for individuals (ie Active, Prospect, and so on). This allows the church to group their church members by any status code they wish for better reporting, demographic understanding, and prospecting. The church can also add their own status codes for customizing the church software solution. This change included a data conversion to convert existing databases.

Picture Fix

Module: Church Membership
When uploading pictures into the church membership module, they would sometimes end up sideways or upside down. This was fixed because the system heavily relies on pictures for the church child check in module.

Drop-down Mobile Fix for App

Module: Church Mobile
The mobile app for Rubix church software wasn’t working well with the drop-down menus during the tap-and-hold process. This has since been fixed and now drop-downs should work as expected on the mobile interface for the church management software app.

Church Software Navigation Enhancement

Module: System
Rubix navigation enhanced with the ability to add a household or individual records in, without having to go back to the main list screen. You can either add a new household from the existing household you are viewing. Or you can add more individuals in from the current household that you are viewing. In the other screens you have the ability to add church events, church groups and so on when you are in the respective screen instead of going all the way back to the main ‘list’ screen and clicking the ‘Menu’ button in the top right of the screen.

Church Management Reports

Module: Church Reporting
Rubix’s now has reports! Within each list screen (e.g. Individuals, Groups, Donations, and Events) you can run reports using the 'Print' option available. Before running the report you can choose the columns you want on the report, by clicking the ‘Select Columns’ link and check the columns that you would like to see on the report, keeping in mind paper width. The sort for the report can be changed by clicking on the column name before clicking ‘Print’. The created report will reflect the columns and sorting options you have selected in the list screen before you printed.

Updated Currency Format for Donation Giving

Module: Donations
When entering donations a currency field was needed, which treated the numbers differently than just a string of numbers – ie two decimals verses no decimals. Our solution was to create the currency component to handle money in the donation (money) fields within the system. This starts the groundwork for other modules to be added like the donation module, that use currency for their input.

Updated the Date Format to Record in Zulu (UTC Server Time) in Child Check In

Module: Child Check In
Originally the child check in time stamp was recording the date and time based on the user's local computer settings instead of the server. This poses a lot of challenges: 1.) churches could be in different time zones, 2.) the user’s computer is wrong, 3.) churches that cross time zones – which format to show? A better solution was implemented in which we always use the server time (at it’s own location) and adjust the time based on the user’s location when data is retrieved. The new time stamp is saved in Zulu time. Additionally, a data conversion was ran on all databases, to convert the existing data to the new Zulu format, taking into consideration the time zone the church at the time.

Fixed the Auto-Scroll on the Child Check-in screen

Module: Child Check In
When clicking the 'more information' link on the child check-in window, it would scroll to the top instead of staying where you are at on the page. We fixed this annoying behavior, so the person can view the child’s information that they just clicked on.

Life Events Added for Individuals

Module: Church Membership
The user can record 'life events' on the individual church membership records like birthdays, marriages, confirmations, baptisms, and so on. Marriages only appear if a person is marked as an ‘Adult’ at the top of the individual's record. As children become of age to marry, their records should be changed to an ‘Adult’ type record, allowing the Marriage Life Event entry. All of these events are found under the link named ‘Life Events’. With this change there was a database conversion for each church's database.

Fixed Pictures So They Aren't Squished

Module: Child Check In
Pictures on the child check in screen appeared to be squished. This change did not change the user's interface for uploading the pictures, but more the display properties so the individual family member's pictures are better handled visually on the computer screen.