v1.28.03
Enhancements to different functionalities such as adding inline email activities, providing options for conditional information in donation processing, and customization of payment receipt recipients. New features like installment invoices and cancelling job postings have been introduced, alongside bug fixes like proper filtering in multi-select tag fields and resolving errors related to event lists and discount displays. Additionally, improvements include options for refreshing notebooks and sending QuickLetters for registrations, while bug fixes address issues like missing data display in registration notebooks.
Updates
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Action Item Notebook
- Added "Send Email" inline activity button to launch default
email editor with option to CC alt email and auto copy email.
- Added "Send Email" inline activity button to launch default
email editor with option to CC alt email and auto copy email.
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Checkout Interface
- When billing to an organization or working with an organization
directly, the organization's alternate address is now available
as a shipping/billing address option when one is present.
- When billing to an organization or working with an organization
directly, the organization's alternate address is now available
as a shipping/billing address option when one is present.
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Donation List and Notebook
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When adding a donation to the cart, fields may now attach conditional information based on donation category including associating a honoree or indicating the matching entity for donations that qualify for a matching gift
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When viewing the donation notebook, users may now view additional information related to the specific donation category or matching gift
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Updated "Enter Pledge" activity interface to allow creating installment invoices
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Email Payment Receipt Interface
- Added ability to customize recipients when emailing a payment
receipt. To modify recipient list, click default recipient
button in form and then use "Add Recipients" inline activity
button to add, or click "x" on a recipient list item to
remove.
- Added ability to customize recipients when emailing a payment
receipt. To modify recipient list, click default recipient
button in form and then use "Add Recipients" inline activity
button to add, or click "x" on a recipient list item to
remove.
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Individual List
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Added support for FULLNAMEFIELDS CV system setting to determine format of personal information displayed in the "Name" grid column. CVO will use the format specified or a default format if this is not available.
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Note: Regardless of the display format, the sort for this field is based on NAMEFIND ordering.
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Added LIST_IND_POPPREVIEW CVO system setting (default Y) to control whether the pop-up preview window icon appears in the grid column.
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Invoice Notebook
- Added ability to add a payment to an invoice with zero balance
or a balance already due. To enable this feature, add the
CHECKOUT_ALLOW_OVERPAY CVO setting, and set the value to Y.
With this present, the "Add Invoice to Cart" activity button
will appear on the invoice notebook regardless of current
balance, and the cart will allow payments to be made by
providing a partial payment amount and choosing the desired
payment type as normal.
- Added ability to add a payment to an invoice with zero balance
or a balance already due. To enable this feature, add the
CHECKOUT_ALLOW_OVERPAY CVO setting, and set the value to Y.
With this present, the "Add Invoice to Cart" activity button
will appear on the invoice notebook regardless of current
balance, and the cart will allow payments to be made by
providing a partial payment amount and choosing the desired
payment type as normal.
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Job Board Posting Notebook
- Added "Cancel Posting" activity button. Allows user to cancel
posting, refunding fee with an offset line item and optionally
assessing a cancellation fee.
- Added "Cancel Posting" activity button. Allows user to cancel
posting, refunding fee with an offset line item and optionally
assessing a cancellation fee.
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Notebook Editor
- Added "Multi-line Text Field" option when reassigning field type
for a basic text field.
- Added "Multi-line Text Field" option when reassigning field type
for a basic text field.
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Opportunity Notebook
- Added "Delete Opportunity" activity button to allow record
deletion.
- Added "Delete Opportunity" activity button to allow record
deletion.
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Registration Notebook
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Added "Refresh" activity button to refresh notebook.
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Added "Send QuickLetter" activity button to send a QuickLetter for a single registration.
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Survey Notebook
- Added "Delete Survey" activity button to allow record deletion.
Bug Fixes
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Fixed bug where typing in a multi-select tag field did not properly filter list options as intended.
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Fixed bug where users could receive "Predefined List does not exist" error when viewing event list while unsubscribed to the default shared event list. Users will now properly see baseline event search in this scenario with no error message.
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When advanced discounts are active (NOTEBOOK_CAM_SHOW_DISCOUNTS = Y):
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Discounts no longer appear in basic appeal list under some circumstances and vice versa
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The "Offer Items" list no longer appears on the appeal notebook
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Fixed bug where "Confirmation Sent?" and "Conf. Date" fields on registration notebook did not display data.