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v1.28.05

Per-column list filtering for primary lists, adding new fields and activity buttons to various notebooks, and supporting in-person credit card transactions with the MagneTek iDynamo 5 card reader in the Checkout Interface. Additionally, new tabs for saved payment accounts have been introduced in both the Individual and Organization Notebooks, and optional "EZPay renewals" have been added to the Membership Renewals Interface. Bug fixes address issues such as proper population of checkboxes and fields in various notebooks, addressing conflicts with search toggles, and correcting filtering inconsistencies in dropdown menus.

New Features

  • Added per-column list filtering to all primary lists

    • Lists with filtering will display the "clear filters" button in the list header (to the left of the gear icon)

    • When filters are active, active filter criteria will display in the list header

    • List filters will not function when viewing a previously-saved list (users will receive a notification reminder when viewing a saved list)

    • Applying a filter to a column already included in the search will override the search filter rather than refine it (i.e. searching for individuals with email like '~mycompany~' returns a list. Filtering the email column on this list by '~johndoe~' returns all records with email like "johndoe", and no longer applies original "email" filter.

    • List filters persist between queries, for example, searching for individuals like 'doe' and then filtering by state = MD, then changing the type-ahead search to 'smith' will result in individuals like 'smith' in MD. State column header will still be italicized to indicate filter presence. Use 'clear filters' button to clear all filters.

Updates

  • Chapter Notebook

    • Added all remaining database fields to available fields bank for layout in notebook editor.

    • Added "Search Org/View Org" button to available fields bank to allow linking org record to chapter.

    • Added "Type" and "Status" to available fields bank, new fields for database version 9.2.15.14 (required).

    • Added new activity buttons: "Edit Web Profile" and "Edit Web Profile 2"

  • Chapter Member Notebook

    • Added new fields to baseline layout for database version 9.2.15.14 (required):

      • Eligibility Year, GPA, Points, Comments, Application Date, Induction Date

  • Checkout Interface

    • Added support for the MagneTek iDynamo 5 card reader to allow euclidPay clients to process in-person credit card transactions by swiping a card.

      • New CVO setting: CHECKOUT_PMT_SWIPE_SHOW

      • Requires iPad for connectivity with card reader device

  • Committee Notebook

    • Added "Add Bucket" activity button to allow users to add individuals from the bucket as members of a committee

    • Members Tab

      • When using "Add Record", the Position will default to Member and the Status will default to Active.

  • Donations List

    • When adding a new Donation, the Category field will be defaulted to Donation

  • Donation Notebook

    • When using "Add Record", the Category field will be defaulted to the category of the record that was open

  • Dues/Sub/Don List

    • Added Email, Contact Pref, No Mail, and No Email fields to the quick find

  • Dues/Sub/Don Notebook

    • Added UDEF4TXT, UDEF2QTY, UDEF4QTY, UDEF1AMT, UDEF3AMT, UDEF4AMT, and UDEF5AMT as available fields in the notebook editor

  • Email Blast Interface

    • The "From address" and "Reply address" fields now include validation to enforce a valid email address

  • Individual Notebook

    • Added new "Saved Payment Accounts" tab to allow users to add, edit, and delete saved payment methods.

    • When using "Add to Committee", users can now select the member status (it will default to Active). Also, the Position will now default to Member.

    • Relationships Tab: Added "Delete Record" activity button.

  • Marketing and Discounts List

    • Added Active/Inactive toggle to search fields.

    • Added "Inactive?" field to data grid.

  • Master Certification Notebook

    • Added "Note 1" and "Note 2" tabs to allow users to view and update two HTML notes

      • New CVO settings: NOTEBOOK_MCERT_NOTE1_LBL and NOTEBOOK_MCERT_NOTE2_LBL allow users to configure the display labels for these HTML notes

  • Memberships List

    • When adding a new Membership, the Category field will be defaulted to Membership

  • Membership Notebook

    • When using "Add Record", the Category field will be defaulted to the category of the record that was open

  • Membership Renewals Interface

    • Added optional "EZPay renewals" billing option, requires RENEWAL_EZPAYOPTION CVO setting = Y.

  • Organization Notebook

    • Added new "Saved Payment Accounts" tab to allow users to add, edit, and delete saved payment methods.

    • Relationships Tab: Added "Delete Record" activity button.

  • Subscriptions List

    • When adding a new Subscription, the Category field will be defaulted to Subscription

  • Subscription Notebook

    • When using "Add Record", the Category field will be defaulted to the category of the record that was open

  • User Notebook

    • Added "MerchantTrack Claims" field to manage per-user security permissions for MerchantTrack SSO

    • Requires CV database version 9.2.15.12 for database field and reference data options

Bug Fixes

  • Fixed bug where the Private checkbox in the Action Item notebook would not populate properly for private AIs

  • Fixed bug where the Updated By, Updated Date, and Private fields were not being populated in the AI list

  • Fixed bug where the address drop downs on the checkout screen would show alternate address as an option when checking out for an organization even if the organization doesn't have an alternate address

  • Fixed bug where the loading bar would show indefinitely when using "Get Dues Automatically" within "Add More Items" in the Dues/Sub/Don notebook for a membership that does not have auto dues set up

  • Fixed bug where search toggles would conflict with each other when multiple lists with search toggles were open at the same time

  • Fixed bug where the Yes/No toggles were getting cut off in the Event Program notebook

  • Fixed bug where the Relationship field was getting cleared out when saving changes in the Relationship notebook

  • Fixed bug where the Item Code drop down was not always being filtered correctly based on the Item Type toggle in the Offer Item notebook