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v1.28.04

Automating acknowledgment dates for donations, streamlining donation entry with optional buttons in the individual list, and adding fields like "Campaign CD" and "Appeal CD" to various forms for better data tracking. Additionally, improvements have been made to processes like membership deactivation and termination, with output messages for clarity. Bug fixes address issues such as non-editable booth notebooks for event administrators and functionality problems with fields like UDEF1TXT during organization duplicate merges.

Updates

  • Donation List

    • Add Donation Updates

      • Checking "Acknowledged" automatically populates the acknowledge date with the date for the current running payment batch (if available) or the current date.

      • When new CHECKOUT_DON_NO_TAB CVO setting = Y (default N), processing a donation-only cart transaction will not open a confirmation in a separate tab panel to allow for quicker donation data entry.

      • Added "Campaign CD" and "Appeal CD" to donation entry form.

  • Dues/Sub/Don List

    • Added "Due Date" to the dues list search criteria and made field available for layout in the dues notebook

    • Added "Campaign CD" and "Appeal CD" fields to quick search criteria

  • Email Blast Interface

    • When creating an email for an individual list or record, all fields from the CUSTOMER table are available in the merge dropdown and labelled appropriately based on the client's custom field labels and any overrides in the individual notebook.

  • Individual List

    • Added optional activity buttons to allow for streamlined donation data entry from the individual list: "Make Cash Donation", "Make In-Kind Donation", "Add Cash Donor", "Add In-Kind Donor"

      • Available as custom list configuration by request

  • Individual Notebook

    • Committees Tab

      • When a committee is added using the Add To Committee option, the list of committees will be refreshed so that it will show the newly added committee.

  • Main Menu

    • Updated icon set, optionally use MENU_OLD_ICONS CVO setting to revert to legacy icons.

  • Organization Notebook

    • Added "Awards" history tab with option to display awards for individuals and subsidiary individuals.

  • Processes

    • Deactivate Memberships

      • When CV system setting USE_CUSTOM_CVO_DEACT = Y, this process will now use sp_CVOnline_DeactivateMemberships_Custom instead of baseline stored procedure.

      • Added output message indicating the number of records updated.

    • Terminate Memberships

      • When CV system setting USE_CUSTOM_CVO_TERM = Y, this process will now use sp_CVOnline_TerminateMemberships_Custom instead of baseline stored procedure.

      • Added output message indicating the number of records updated.

  • Reference Tables

    • When adding new entries into the LOOKUPS reference table, the CATEGORY field value will be automatically populated to the current filter value (i.e. if the user is filtering LOOKUPS to show only the ADVCOLOR category, new records will populate ADVCOLOR as the category by default)

Bug Fixes

  • Fixed bug where booth notebook was not editable by event administrators.

  • Fixed bug where UDEF1TXT field did not function properly when performing an organization duplicate merge.

  • Fixed bug where checkout could result in 404 error when processing a transaction for a shopping cart containing a large number of subscriptions with custom start/end dates.