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v1.29.05

The Lockbox Check Import feature, enabling Financial Administrators to create payment records for checks received and processed by banks or third parties directly within ClearVantage. Records can be imported via CSV files or added manually, with validation and processing options to ensure accuracy. Other updates include the addition of the "Attached Documents" tab in the Abstract Document and Certification Notebooks for managing document records, warning messages for purchasing products outside the event notebook, spellcheck functionality in the Email Editor, and new available fields in various notebooks such as Age in the Individual Notebook and Accounting CD in the Invoice Adjustment Notebook. Bug fixes address issues related to event calendar filtering, saving list criteria, sorting action items, and handling product purchases without linked events.

New Features

  • Lockbox Check Import

    • Lockbox Check Import has been added under the Financials menu. This feature will allow staff to create payment records for checks received and processed by their bank or other third-party to record those payments in ClearVantage.

      • Note: Users must be a Financial Administrator to have access to this feature. If you have previously configured a custom menu layout using the menu editor, you will need to manually add this item to your menu layout by moving it to the desired position from the "Unused Menu Items" section where it will now appear.

    • Records can be imported into the lockbox grid using a CSV file. A sample CSV file can be downloaded via the "Example CSV File" button. Records can also be added manually with the "Add Record" button.

      • Note that Num and Invoice Num are required fields. The Num must be unique for every record in the current import session.

    • Once all records have been imported, they must be validated first using the "Validate Records" button to ensure that there are no issues that would interfere with creating the necessary payment records.

    • After all validation errors have been addressed, clicking the "Process Records" button will trigger the payment records to be created.

Updates

  • Abstract Document Notebook

    • Added ABSTRACTSUBMITTEDFLG to the available fields bank

  • Certification Notebook

    • Added "Attached Documents" tab for viewing and managing attached document records

  • Checkout

    • If the EVT_NB_INVOICE_BTN CVO setting is turned on and a user tries to purchase a product with PRODUCTTYPE = 'COURSEFEE' outside the event notebook, a warning will be displayed to let the user know that the resulting invoice will not be linked to an event

  • Dues/Sub/Don Notebook

    • Added PRICECOMMENT to the available fields bank

  • Email Editor

    • Enabled spellcheck when creating templates. Spelling will be checked as the user types, and existing text blocks can be checked by clicking into the text block so that it becomes editable.

  • Event Notebook

    • Added ONCALENDARFLG, TRAINERCD, and PRIMARYCONTACTCD to the available fields bank

    • Registrations List

      • Added CERTIFICATIONFLG, ENTERUSERCD, UPDATEUSERCD, and UPDATETMS as available fields in the list editor

  • Individual List

    • Added SCHOOLATTENDED to the list of exportable fields

    • Added CONTACTTYPE as an available field in the list editor

  • Individual Notebook

    • Added Age to the Demographic group in the baseline layout. This is an auto-calculated field based on the individual's birth date (CUSTOMER.BIRTHDATE)

    • Events List

      • Added ATTENDEDFLG, CERTIFICATIONFLG, ENTERUSERCD, ENTERTMS, UPDATEUSERCD, and UPDATETMS as available fields in the list editor

  • Invoice Adjustment Notebook

    • Users can now set the Accounting CD when adding an invoice adjustment

  • Master Certification Notebook

    • Added "Attached Documents" tab for viewing and managing attached document records

  • Registration Form

    • Added the ability to view functions in the registration form that are not visible on the public website using the "Show all prices and functions" toggle

  • Survey Notebook

    • COMPANYCD will now be required if it exists in the notebook layout and the ISMULTICOMPANY CV system setting is set to "Y"

Bug Fixes

  • Fixed bug where the EVT_CALENDAR_FILTER CVO setting was not properly applied on the event calendar

  • Fixed bug where "Save List" on the Products list was not properly saving list with current filter criteria applied

  • Fixed bug where an error would occur when sorting the AI list by UPDATETMS

  • Fixed bug where adding a product with PRODUCTTYPE = 'COURSEFEE' without a linked event would result in a SESSION_INVOICE record with a blank SESSIONALTCD