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v1.28.08

An "Add a Shipping Fee" option in the Checkout Interface, a new "Delete Nominee" button in the Award Notebook, and enhanced functionality for managing campaigns and discounts. The Customer Notebook now offers customizable status color-coding options, and the Donation List has been renamed to "Donation Funds" for clarity. The Email Batch Manager receives several updates, such as improved permissions, the ability to save email templates, and enhanced recipient list functionality. Additionally, numerous bug fixes address issues like preview image population, QuickLetter sending from lists, and field selection in modal windows. These updates collectively aim to streamline workflows, enhance user experience, and improve overall system performance.

Updates

  • Abstract Topic Notebook

    • Abstracts List

      • Added "Send QuickLetter to Current List" activity button. Users may filter the list and then send to the filtered list recipients. Users may additionally elect to update the Abstract Status for filtered list recipients after the email is sent.

        • Note: Disabled by default, can be enabled with NOTEBOOK_ABSTOP_SENDQL = Y CVO setting. This feature requires CVTM service v1.9.8.4 as well as the sp_GetAbstractParticipantsWithDocumentNum script update included with that version. Please confirm the configuration in your environment before enabling this feature. 

  • Award Notebook

    • Added "Delete Nominee" activity button to Nominees/Recipients tab

  • Campaign List (Marketing and Discounts)

    • Added "Delete Campaign" activity button

  • Campaign Notebook

    • Added "Delete Campaign" activity button

    • Added "Delete Discount" activity button to Discounts tab, allows for deletion of unused discount codes

  • Checkout Interface

    • Added "Add a Shipping Fee" activity button below shipping address selection. This option will appear when the cart contains a fulfillable item or invoice and no shipping fee line item already exists in the shopping cart. Allows users to select a shipping option from the Shipping Types reference table and add it to the cart with the desired pricing.

    • Added "Email Confirmation" section below the address information section. This allows users to determine on a per-transaction basis whether to send an email confirmation to the cart owner and any individuals involved in the transaction. A custom subject line for the confirmation can be configured.

      • By default, CV Online will not have the "Send email" checkboxes selected. The default values for these can be updated by configuring the CHECKOUT_PARAMS CVO setting which previously existed to allow clients to configure checkout email confirmation settings that would be used universally for all transactions. If that setting exists, CV Online will treat the SENDEMAIL and SENDINDEMAIL flags as the default state for the "Send email confirmation to cart owner" and "Send email confirmation to individuals" checkboxes respectively. Additionally the EMAILSUBJECT and EMAILREPLYFORM will determine the default values for the subject line and email template.

      • Added new CVO setting: CHECKOUT_EMAIL_OPTS. This defines an array of available email templates that can be selected for use when processing a transaction. For example, clients might wish to have specialized templates for product orders, event orders, downloadable content orders, etc. If more than one email template is defined, users can make a selection of which to use during checkout.

    • Updated default email confirmation template to latest version from CV Web 5

      • Clients with custom email confirmation templates based on the previous format may continue to use them, the appropriate template overrides will be configured in their portal.

    • Added support for MagneFlex tDynamo card reader in Android and iOS. Use CVO setting CHECKOUT_PMT_SWIPE_READER = DYNAMO6 to enable tDynamo card scanning (default value is iDYNAMO for backwards compatibility with legacy iDynamo reader in iOS).

      • iPad Air (fourth generation or later) or iPad Pro (fourth generation or later) or later are strongly recommended for best performance.

      • tDynamo reader does not allow magnetic stripe swiping and requires cards to be inserted into the chip reader to process transactions.

      • Note: Requires CVCD version 3.2.2.19 or later, please confirm the configuration in your environment before enabling this feature.

  • Customer List

    • Improved performance when searching on the customer list.

    • Changed the quick find to use the notebook field labels/label overrides and account for any custom labels defined in the CUSTOMFIELDLABELS table

  • Customer Notebook

    • Added CVO settings to allow for simple configuration of the status color code profile field. Each setting should contain a comma-separated list of status values that should be associated with the listed color.

      • NB_IND_STT_FOR_GREEN - Defaults: Active, Eligible, Current, Approved

      • NB_IND_STT_FOR_YELLOW - Defaults: Terminated, Expired, Dropped, Former

      • NB_IND_STT_FOR_RED - Defaults: Inactive, Suspended

      • NB_IND_STT_FOR_BLUE - Default: Pending

      • NB_IND_STT_FOR_PURPLE - No default, available for custom configuration

    • Master Certifications Tab

      • Changed the column headers to use the notebook field labels/label overrides and account for any custom labels defined in the CUSTOMFIELDLABELS table

      • When adding a master certification, default values will be applied for the following fields: TOTALREQUIREDCEUQTY, DELIQCEUQTY, TOTALCEUQTY, CEU1QTY, CEU2QTY, CEU3QTY, CEU4QTY, CEU5QTY, CEU6QTY, CARRYCEUQTY, CARRYFLG, ISEXEMPTFLG, STATUSSTT, CERTIFIELDFLG, TRACKINGYEAR, STARTDATE, ENDDATE, CERTAWARDDATE, CERTEXPIRESDATE, CERTRENEWEDDATE, and CERTORIGINALDATE. The defaulting will occurs as follows:

        • When adding a master certification with a linked product for a non-member with a standard price that's greater than $0 or for a member with a member price that's greater than $0, the default values will automatically be applied during checkout.

        • When adding a master certification with a linked product for a non-member with a standard price that's equal to $0 or for a member with a member price that's equal to $0, the default values will automatically be applied upon clicking yes to the "Add this certification?" prompt.

        • When adding a master certification without a linked product code when the MASTERCERT_PRODUCT_REQ CVO setting is turned off, the default values will be applied when the add certification modal is shown. The modal has been expanded to include more fields so that users can override some of the default values in this case.

    • Profile Tab

      • Added "Toggle All" activity button to the usage permissions modal to allow toggling all contact and usage permissions on/off with a single click.

    • Summary Panel

      • Added "Primary Contact" and "Alt Contact" badges that appear beneath the organization name when the individual is linked to the organization as their primary or alt contact.

        • If the organization notebook has a field label override for the CUSTOMERCDLINK or ALTCUSTOMERCDLINK fields, that custom label will be used in place of the default label on the badge.

    • Surveys Tab

      • Added "Delete Response" activity button

  • Donation List

    • Renamed donation list to "Donation Funds" to clarify the difference between the fund and individual donations.

  • Echion Email Editor

    • The Echion Email Editor has been moved under Processes and renamed to Email Templates

  • Email Batch Manager

    • Updated baseline permissions to allow Letter Administrators to access this feature in addition to System Administrators.

    • Added the EMAILCOUNT field to the list and quick find as "Emails Sent"

    • Added a Save Template option to the email preview screen to allow users to save the email from a batch as a template for future use

    • Changed the recipient list so that it is only available for upcoming email batches

    • Added a link to the Customer List in the recipient list

  • Employee List

    • Added "Delete Employee" activity button

  • Event List

    • Changed the quick find to use the notebook field labels/label overrides and account for any custom labels defined in the CUSTOMFIELDLABELS table

  • Event Notebook

    • Added "Delete Package" activity button to Sponsorship Packages tab

  • Event Packages List

    • Added "Delete Package" activity button

  • Find Duplicate Individuals

    • Updated the Merge Duplicates tool to allow for users to select 2 records from the list (by holding down Ctrl/Cmd while selecting) to merge. A prompt will then show asking which record should be the target (the other will be the source).

    • Updated the Merge Duplicates tool so that the list will refresh after merging.

  • Find Duplicate Organizations

    • Updated the Merge Duplicates tool to allow for users to select 2 records from the list (by holding down Ctrl/Cmd while selecting) to merge. A prompt will then show asking which record should be the target (the other will be the source).

    • Updated the Merge Duplicates tool so that the list will refresh after merging.

  • Invoice List

    • Changed the column headers and quick find to use the notebook field labels/label overrides

  • IOLTA Account List

    • Added "Delete Account" activity button

  • IOLTA Account Notebook

    • Added "Delete Account" activity button

    • Added "Delete Record" activity button to Members tab

    • Added "Delete Record" activity button to History tab

  • Job Posting Notebook

    • Added "Delete Application" activity button to Applications tab

  • Master Certification List

    • Changed the column headers and quick find to use the notebook field labels/label overrides and account for any custom labels defined in the CUSTOMFIELDLABELS table  

  • Master Certification Notebook

    • Changed the notebook to account for any custom labels defined in the CUSTOMFIELDLABELS table

    • Added the CARRYFLG, CERTRENEWEDDATE, and DELIQCEUQTY fields to the available field bank

  • Organization List

    • Changed the quick find to use the notebook field labels/label overrides and account for any custom labels defined in the CUSTOMFIELDLABELS table

  • User List

    • Added "Delete User" activity button

Bug Fixes

  • Fixed bug where preview image may not populate when sending QuickLetters from a list.

  • Fixed bug where "Show All QuickLetters to Print / Download" would not reflect current list filters when sending QuickLetters from a list.

  • Fixed bug where values could not be selected and copied from disabled fields in a modal window.

  • Fixed bug where function description could be truncated for very long descriptions.