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v1.28.07

Users can now manage Interest on Lawyer Trust Accounts (IOLTA) through an intuitive interface in the Membership menu, alongside a new activity timeline in the Administration menu for tracking transactions. Improvements include entire-cart discounts and EZPay options in the Checkout Interface, a revamped tabbed layout for the Invoice Notebook with additional editing options, and a "Process Payments" feature in Membership Renewals to streamline payment processing. New reference tables for Bank ABA Codes and Payment Terms have been introduced, while the Survey Notebook now includes a setting to restrict access to viewing survey responses. Bug fixes address issues like missing functions in registration editing and duplicate entries in the "People Updated" grid post-membership renewal, ensuring smoother functionality and improved user experience.

New Features

  • Added interface for managing Interest on Lawyer Trust Accounts (IOLTA) ​to the Membership menu.

    • The IOLTA Accounts list shows all the records in the IOLTA_ACCT_MASTER table. The list has an Add Account option for adding new accounts and a Close Account option for closing existing accounts (users will be prompted to enter the close date for the account). There is also an Import History option that allows users to import records into the IOLTA_ACCT_HISTORY table via a CSV file (records can be added manually as well). The import grid has validation options to prevent bad data from being imported. There is an Export option as well to allow users to export the list as a CSV file.

    • The IOLTA Account notebook can be opened by clicking on the Account Keynum for a record in the accounts list. The baseline configuration for the notebook has the following tabs:

      • Profile - This shows the general account info. It has all the fields in the IOLTA_ACCT_MASTER table and can be configured using the notebook editor.

      • Members - This shows the members attached to the account (from the IOLTA_ACCT_MBR table). It has options to add new members and edit existing members.

      • History - This is a ledger of the interest earned on the account (from the IOLTA_ACCT_HISTORY table). It has options to add new history records and edit existing records.

    • An IOLTA Accounts tab has been added to both the Individual and Organization notebooks. It shows all the accounts that the individual/organization is either the owner of or a member of. It has options to add new accounts or edit existing ones. When adding a new account from this list, the individual/organization will be populated by default as the account owner.

  • Added activity timeline to the Administration menu.

    • Activity timeline allows users to see a chronological overview of transactions and actions during a specified date range.

    • Users can search and filter as well as save lists for repeat use.

Updates

  • Award Notebook

    • Added "Bucket" activity button to Nominees/Recipients history tab to allow adding individual records from current result list to the bucket.

  • Checkout Interface

    • Added support for entire-cart discounts when advanced discounts are enabled. To apply an entire-cart discount, use "Apply Entire Cart Discount" activity button on the lower-left of the checkout UI. If successful, the discount will appear in the cart items list.

  • Donation List and Notebook

    • When adding a donation to the cart, EZPay options now appear for eligible donation types.

  • Email Invoice Interface

    • Added "Insert Function" dropdown to allow inserting custom functions into message body.

  • Event Notebook

    • When users are not manually providing an Event CD value on event creation (CVO setting EVT_ENTER_SESSIONALTCD = N), CVO will now call sp_CVOnline_GetSessionaltcd to calculate the SESSIONALTCD value based on the entered data. This baseline logic may be adjusted to accommodate client requirements.

  • Invoice Notebook

    • The Invoice Notebook has been refactored to use the standard tabbed notebook layout and can now be configured using the notebook editor by clicking "Edit Layout". The baseline configuration for the updated notebook has the following tabs:

      • Overview - By default this tab shows the CV Web invoice template, however if the INV_REPORT_OVERVIEW CVO setting is set to Y, the invoice report from the INVOICEOVERRIDERPT CV system setting will be shown instead.

      • Profile - This shows the invoice fields that were previously accessed by clicking "Edit Invoice" in the old notebook layout. It has been expended to include the majority of the fields in the INVOICE table and to work with the notebook editor.

      • Items - This shows the items on the invoice that were previously accessed by clicking "Edit Items" in the old notebook layout. The items list has been expanded to include the following fields: ITEMCD, ITEMSUBCD, BILLPERIOD, PERIODQTY, POSTSTT, POSTPERIOD, RUNNUM, AUTOSUPPLEMENT, AUTOSUPPQTY, and CALCSHIPPINGFLG. Items can no longer be edited directly in the grid. Instead, an "Edit Record" button has been added that can be used to open a modal notebook for a selected invoice item. The notebook includes all the fields from the INVOICEITEM and INVOICEITEMDETAIL tables and can be configured using the notebook editor by clicking the gear icon in the upper right corner of the modal.

    • A new "Edit Note" option has been added to allow users to edit the note in the NOTETRANS table that is linked to the invoice.

    • The Invoice Status (INVOICESTT) and Item Type (ITEMSOURCE) drop downs have been expanded to include all possible values that are available for those fields in CV9.

    • The Return Checked Products option has been refactored. Originally, users were required to enter the quantity to return for each item in the grid individually. Now users can check off all the products they want to return and then after clicking "Return Checked Products" a window will be shown where the quantity to return for all checked items can be entered at once. Also, users will no longer get an error for trying to return items that are not eligible to be returned. Instead, items that are not eligible to be returned will not have a checkbox next to them so that they cannot be checked for return. Hovering over the column where the checkbox would be will show a tooltip indicating why the item is ineligible for return.

  • Membership Renewals

    • Added "Process Payments" button with red color at the conclusion of the batch to remind users to review and process generated payments. Additionally, membership renewals tab will warn users if they attempt to close the tab before opening the payments list for review.

  • Reference Tables

    • Ledger Reference Codes

      • Reordered fields on grid and entry form to prioritize most commonly used values.

    • Added the Bank ABA Codes (BANKABACODEREF) reference table

    • Added the Payment Terms (PAYMENTTERMSREF) reference table

  • Survey Notebook

    • Added SURVEY_RESTRICT_RESPONSES CVO setting. The value of this setting is a JSON object describing a list of surveys that should restrict access to viewing the survey responses. Response access can be granted to certain users or certain user roles, and a staff user will have access if either applies.

Example:

[{

"survey": "TEST_SURVEY",

"allowRoles": ["ADMIN","POWERUSER"],

"allowUsers": ["JANE","JOHN"]

}]

Bug Fixes

  • Fixed an issue where functions that were not marked as "On Web" were not showing up under Enrolled Functions when editing a registration

  • Fixed an issue where power query searches with a certain number of criteria would allow calculation of matching records but not return records on a search.

  • Fixed an issue where individuals could appear multiple times in the "People Updated" results grid following membership renewal.