The following user impacting or user visible items were released in July 2026.
Chapter Operations
TransfORM Auto-Enrollment for Officer Roles — Operational Requirement / New Functionality Configured auto-enrollment so that all new Risk Managers, Assistant Risk Managers, Magisters, and Assistant Magisters are automatically enrolled into their respective TransfORM courses going forward. Also completed bulk enrollment of all current Risk Managers, Assistant Risk Managers, Magisters, and Assistant Magisters into their TransfORM courses, and enrolled all Chapter Advisors, Assistant Chapter Advisors, Grand Praetors, and Assistant Grand Praetors into both the Risk TransfORM and Magister TransfORM modules.
Automated email to RCS, CA, and GP when TransfORM officers are updated in the Portal — New Functionality Automated notifications now fire to Regional Chapter Support, Chapter Advisors, and Grand Praetors when TransfORM officers are updated in the portal.
Enroll all current GP/AGP/CA/ACA into the 26-27 R4L Course — New Functionality Bulk-enrolled all Grand Praetors, Assistant Grand Praetors, Chapter Advisors, and Assistant Chapter Advisors into the 2026-27 R4L course.
Configure Portal Reporting to Magister TransfORM and Risk Manager TransfORM — New Functionality Wired portal reporting through to both the Magister TransfORM and Risk Manager TransfORM courses.
Ability for UG to be added as Ritual Peer to a chapter he is not a member of — New Functionality Ritual Peer assignment now extends beyond home chapter membership.
Transformational Leader
Ritual Peer 26/27 QA and Go Live — Enhancement Completed QA and went live for the 2026-27 Ritual Peer program.
R4L 2 Course QA and Launch — New Functionality Completed QA and launched the R4L 2.0 course.
Setup Single Sign-On into Accredible — New Functionality Enabled SSO into Accredible for members.
KTLW 2026 Participant Enrollment — New Functionality Completed participant enrollment for KTLW 2026.
P4B 2 Course QA and Launch — New Functionality Completed QA and launched the P4B 2.0 course.
CRM Updates
ACH Partial Payments — Break Fix Implemented a permanent fix for ACH partial payments.
Processing Fees Not Added to Sales Order Lines — Break Fix Resolved issue where processing fees were being charged to the payer but were not being added to sales order lines.
Charge Records Missing Sales Orders in Fonteva Payments — Break Fix Resolved issue with charge records missing their associated sales orders in Fonteva Payments.
Staff Ability to Enable User Accounts — New Functionality HQ staff can now enable user accounts directly.
Revenue Generation
Credits Applied to Sales Orders — Break Fix Corrected the amounts of credits being applied to sales orders.
Credit Card Payments for Chapters — Break Fix Resolved the issue preventing chapters from making payments with a credit card.
Infrastructure
Decommission Old iMIS SQL Server — Operational Requirement Retired the legacy iMIS SQL Server.
Engagement
Assign Chapter Advisory Board Members to a Community Group — New Functionality Chapter Advisory Board members are now auto-assigned to the appropriate community group.
Operational Requirement
Associate Member Count on Chapter Page — New Functionality Associate member counts now display on the chapter page.
Visit Request Form Notifications — New Functionality Visit Request form submissions now email both the submitter and the staff distribution list.
PLANNED RELEASES FOR August 2026
User Experience
Email Completed Pledge Agreement to Pledges and Members — New Functionality Automatically email the completed pledge agreement to pledges when signed, and annually to all active members.
Infrastructure
Shutdown Pronto Co-Lo Server — Operational Requirement Retire the on-premises Pronto co-lo server.
Operational Requirement
SIS Data Migration — Operational Requirement Migration of legacy SIS data into the current platform.

