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v1.28.06

The Email Batch Manager tool under Processes, enabling users to manage past and upcoming email batches, preview batch emails, view recipient lists, and cancel scheduled batches. Updates encompass various enhancements such as the addition of new columns and fields in notebooks like Abstract Document List, Abstract Topics Notebook, and Employee Notebook. Additionally, improvements have been made to interfaces like the Event Calendar, Event List, and Email Blast Interface, with added functionality and updated displays. Bug fixes address issues such as inability to edit or delete payment methods in certain notebooks and screens.

New Features

  • Added the Email Batch Manager tool under Processes. This tool will allow users to see a list of past and upcoming email batches. It will also allow users to preview batch emails, view the recipient list for email batches, and cancel scheduled email batches.

Updates

  • Abstract Document List

    • Added "Submitted?" and "Rating" columns. For the "Submitted?" column, new field for database version 9.2.15.14 (required).

    • Added "Mark All As…" option to allow users to bulk update the status of all abstracts on the list.

  • Abstract Document Notebook

    • Changed the ABSTRACTSTATUS field to a drop down that pulls from the ABSTRACTSTATUS category in the LOOKUPS reference table. The default values are Selected, Not Selected, and Alternate.

  • Abstract Topics Notebook

    • Added "Fee Product" and "Data Collection Survey", new fields for database version 9.2.15.14 (required)

  • Admin List

    • Added "Find Duplicate Individuals" and "Find Duplicate Organizations" to allow users to identify duplicate records and perform database maintenance as necessary by deleting and merging.

  • Booth Notebook

    • Added "Unassign" option. This will update the fields in the notebook based on the BOOTH_UNASSIGN_FIELDS CVO setting.

  • Email Blast Interface

    • The "Insert Function" dropdown now dynamically pulls a list of all available emailblastdbfunction options by calling sp_GetDBFunctions.

  • Employee Notebook

    • Added the following fields to the available fields bank: "COMPANYCD", "CUSTOMERLINKCD", "LONGSALUTATION", "PREFIX", "UDEF1AMT", "UDEF1QTY", "UDEF1TXT", "UDEF2AMT", "UDEF2QTY", "UDEF3AMT", "UDEF3QTY", "UDEF3TXT", "UDEF4AMT", "UDEF4QTY", "UDEF4TXT", "UDEF5AMT", "UDEF5QTY"

  • Event Calendar

    • Updated the Event Calendar to CVWEB5. Also, added additional functionality including a refresh button, color coded events by status, registration totals visible directly on calendar, and more detailed event info in tooltips.

  • Event List

    • Added "Sponsor Type", "Sponsor ID", and "Sponsor Name" to the quick find

    • Added "Export" activity button

  • Event Notebook

    • Profile Tab

      • Updated REMINDERSTATUS field in available fields bank to "Reminder Letter" combo pulling reference data from available registration QuickLetters.

    • Sponsorship Packages Tab

      • When adding a new sponsorship package via "Add Package", the resulting package is now automatically linked to the active event and will immediately appear in the list when filtered to show packages for the active event.

    • Registrations Tab

      • Added "First Timer?" column to grid.

      • Updated Edit Functions and Edit Badge to CVWEB5 based on the USE_CVWEB5_TEMPLATES CVO setting

      • Changed Edit Badge so that it is not available for online events

  • Individual List

    • Updated typeahead search to automatically search for EMAIL field matches when a search input value containing the @ character is detected (if no "Search by" criteria has been manually selected).

  • Individual Notebook

    • Added "Preferred Pronouns" to Demographic section, new field for database version 9.2.15.14 (required)

  • Invoice Notebook

    • Updated the Invoice Display Page to CVWEB5 based on the USE_CVWEB5_TEMPLATES CVO setting

  • Product List

    • Added "Include in Mem App?" column, new field for database version 9.2.15.14 (required)

  • Product Notebook

    • Added "Include in Mem App?" to available fields bank, new field for database version 9.2.15.14 (required)

  • Registration Notebook

    • Functions Tab

      • Updated Add/Remove Functions to CVWEB5 based on the USE_CVWEB5_TEMPLATES CVO setting

  • Shopping Cart

    • Updated the Order Confirmation Page to CVWEB5 based on the USE_CVWEB5_TEMPLATES CVO setting

    • Added support for INTERCOMPANYCHECK CV system setting. When this setting and ISMULTICOMPANY are Y, CVO will perform the following checks:

      • When adding items to the shopping cart, prevent adding items that do not match the company code of any items already in the shopping cart

      • When using "Add Cart Items" on the invoice notebook, prevent adding cart items to the invoice if the company code for those items does not match the invoice company

      • When starting a payment batch, or adding items to the shopping cart while a payment batch is running, prevent the action if there is a mismatch between the payment batch company and the item company

Bug Fixes

  • Fixed bug where payment methods could not be edited in the Saved Payment Accounts list in the Org notebook or by clicking "Edit Payment Method" in the Dues/Sub/Don notebook or on the Checkout screen when the payee was an organization.

  • Fixed bug where payment methods could not be deleted in the Saved Payment Accounts list in the Ind and Org notebooks.>