v1.28.09

The Email Editor, now under Processes and renamed to Email Templates, where users can efficiently manage templates with activities like Add, Edit, View, Duplicate, and Delete Template. A new spellchecker improves editing by highlighting errors and providing suggestions. Additional improvements include better functionality in the Award Nominee/Recipient Notebook, such as added fields and improved tab queries, and enhancements to Dashboards, enabling features like exporting data as CSV and displaying colored indicators. Bug fixes address issues like merging duplicate records and saving certain item sources correctly, collectively improving user experience and system functionality.

New Features

Email Editor Improvements
- The Echion Email Editor has been moved under Processes and renamed to Email Templates
- The template list has been modified to match other entity lists. It now includes a quick find and toggles for easy filtering as well as additional fields from the LETTER table. The following activities are available:
  - Add Template - This is used to create a new template. Users will be able to choose from the base templates defined in the EMAIL_EDITOR_TEMPLATES_BASE and EMAIL_EDITOR_TEMPLATES_CLIENT CVO settings.
  - Edit Template - This is used to edit the design of an existing template.
  - Edit Template Info - This is used to edit the LETTER record metadata for an existing template.
  - View Template - This is used to see a preview of an existing template.
  - Duplicate Template - This is used to create a copy of an existing template so that users can create a new template based on existing template.
  - Delete Template - This is used to delete an existing template.
- The save modal for templates has been updated to clarify what all the settings are and to give users the ability to add a category when saving.
- Templates can now be saved for additional entity types. The Recipient Type drop down in the save modal has 4 options: General (which maps to LETTERTYPE=HTMLEmail), Individual, Organization, and Invoice. Templates with a Recipient Type of General will show in the Email Blast UI for individuals, committees, orgs, and invoices. Templates with a Recipient Type of Individual will show in the Email Blast UI for individuals and committees only. Templates with a Recipient Type of Organization or Invoice will show in the Email Blast UI for orgs only and invoices only respectively.
- The option to send a Test email has been changed to use the CVTransactionManager. This will fix an issue where test emails would vary slightly from production emails in some cases.
- New templates:
  - 2 new templates have been added to the base list of templates. One is a wider version of the standard template and the other is a custom example template with unique blocks and theme.
- New blocks:
  - A new block has been added that supports text wrapping around an image.
    - Note: Due to rendering limitations, certain email clients including Outlook will not display the text wrap block with the wrapping text, and will instead show the text right justified beside the image. However, many email clients such as Gmail will display the block as intended.
  - A new social share block has been added.
New Spellchecker
- The spellcheck feature in the HTML editor has been updated with a more robust tool. When editing notes and emails, words with spelling and grammar errors will be underlined automatically and suggested corrections can be accessed by hovering over the word. In addition, an orange circle on the lower right will indicate the number of errors in the current document and clicking this dot will allow you to configure the spellcheck settings.

Updates

Award Nominee/Recipient Notebook
- Added "Document ##" to the available fields bank (DOCUMENTNUM).
- Documents Tab
  - Updated tab query to list documents where the document ID matches the "Document ##" associated with the nominee record, in addition to documents where OWNERTYPECD = W and OWNERCD matches the nominee unique ID.
- Surveys Tab
  - Updated tab query to list survey responses by reviewers who vote on the award (LINKTYPE=A in addition to existing responses with LINKTYPE=W).
  - Added "Survey ID" to the result grid.
Dashboards
- Updated automatic notebook link generation for table views to add more options:
  - To generate a chapter record notebook link, use any of the following: "Chapter CD", "ChapterCD", "CHAPTERCD", "CHAPTER CD", "chaptercd", "chapter cd", "Chaptercd", "Chapter cd"
  - To generate an individual chapter history notebook link, use any of the following: "Chaptermember", "Chapter member", "chaptermember", "chapter member", "CHAPTERMEMBER", "CHAPTER MEMBER", "ChapterMember", "Chapter Member"
  - To generate a certification record notebook link, use any of the following: "TRANSNUM", "Transnum", "transnum", "CERTNUM", "Certnum", "certnum", "TRANSACTIONNUM", "Transactionnum", "transactionnum"
- Added additional features to table views:
  - Table view data can now be exported as a CSV by clicking on the printer icon on the table view.
  - The following tags can be used in table view data to display a colored "stoplight" indicator: <red>, <yellow>, <green>, <blue>, <purple>, <orange>, and <gray>. The tag can optionally be followed by a string that will be shown after the indicator (i.e. "<red>-$100"). The tag must be at the start of the data string in order for the indicator to work.
  - The new <progbar> tag can be used to display a progress bar in a table view. The syntax for the tag is <progbar_number_color>. The number should be the total percent out of 100 (i.e. 25 for 25%). The color is optional and will control the fill color of the progress bar (the default is blue). It can be any HTML color name (i.e. red, goldenrod, darkcyan), hexadecimal color code (i.e. ##2F4F4F, ##9400D3, ##696969), or RGB color value (i.e. rgb(240, 128, 128), rgb(189, 183, 107), rgb(0, 255, 0)). Some sample valid <progbar> tags are <progbar_25_red>, <progbar_50_##FFFF00>, and <progbar_75_rgb(0, 128, 0)>. The <progbar> tag must be at the start of the data string in order for the progress bar to work.
- The value in SHAREDLISTS.DESCRIPTION will be shown as a tooltip when hovering over the title of a snapshot or table view.
Individual Notebook
- Master Certification Tab
  - When adding a new master certification, there is a new filter for Recommended or All. Baseline logic exists to recommend certain certifications based on the individual's history or designation, and clients may add custom logic into the sp_GetCertList_Custom procedure.
Invoice Notebook
- Overview Tab
  - The invoice note will now be shown at the top of the invoice template.
    - This applies to the short "Note" field on the invoice "Profile" tab, not the extended note available via the "Edit Note" activity button.
    - This will only happen when the INV_REPORT_OVERVIEW CVO setting is set to N, otherwise if using a report for the invoice overview the note must be added into the report config if desired.
- Items Tab
  - Return Checked Items has been updated to allow users to return posted items.
Organization Notebook
- Chapters Tab
  - Added "Type" and "Status" columns
Survey Notebook
- Export Results
  - Added new fields from TEST_CUSTOMER_RESPONSE to export field options:
    - Response Link Type (LINKTYPE)
    - Response Link CD (LINKCD)
    - Response Link Desc (LINKDES)

Bug Fixes

Fixed bug where merge duplicate records could fail when selecting a "Full Name" field value from the source record
Fixed bug where adding a master certification record could fail when default values are supplied by stored procedure
Fixed bug where appeal offer item source would not be saved properly when adding offer items.
Fixed bug where survey responses would not be present in data export in some cases for long text values.