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v1.29.06

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

  • List Export Utility Enhancements

    • The export utility has been updated to pull the list of exportable fields directly from the notebook layout (or the list layout for entities that don't have notebooks) to allow for more complete exports.

      • Note: The exportable field list includes as many fields from the notebook layout as possible but some fields (i.e. ITEMTAXCD, ACCOUNTINGCD, Taxonomy Tags, WEBPROFILE) that are stored in different tables from the main data source will not be available for export.

    • The list of exportable fields has been broken up into two categories: Notebook Fields and Additional Fields. The former will show all the fields from the saved notebook layout and the latter will show all the fields from the available fields bank. The Additional Fields category will be hidden by default but can be toggled on using the "Show All Available Fields" checkbox.

    • The default sort order for the exportable fields will now be based on the order of the fields in the notebook layout.

    • The export utility has been expanded to more locations. The full list of locations where it is available is as follows: Individual List, Organization List, Product List, Dues/Sub/Don List, Event List, Invoice List, Payments List, Employee List, Master Certification List, Advertising Orders List, Activity Timeline, IOLTA Accounts List, and Past Billings List in the Membership Renewals UI (the bolded ones are new as of this version).

  • Informz List Mappings

    • Brought over the Informz integration functionality from CV Desktop to allow clients to manage lists that are synced with Informz.

      • This functionality can be turned on by setting the ALLOW_INFORMZ CVO setting to Y and requires additional back-end configuration. See the Informz Configuration guide for more information.

Updates

  • Appeal Notebook

    • Participants Tab

      • Added APPEALMEMNUM, DISBURSEAMT, and LASTDISBURSEDTE as available fields

      • Added filtering to all columns

      • Added a new notebook for editing records in the APPEALMEMBERS table

  • Certification Types List

    • Added CEU5QTY and CEU6QTY as available fields

  • Certification Types Notebook

    • Added CEU5QTY and CEU6QTY to the available fields bank

  • Dashboards

    • Added table view hyperlinks for external URLs:

      • To generate a direct link to an external website, use any of the following column titles and include the URL as the column data:

        • "Weblink", "WebLink", "Web Link", "Website", "Web Site", "Webpage", "Web Page", "URL"

    • Added table view hyperlinks for reports:

      • To generate a report link, use any of the following column titles:

        • "Reportlink", "ReportLink", "Report Link", "View Report"

      • The data value in the column should indicate the report ID code and any desired parameters to pass to the report separated with a pipe delimiter, for example: "123|CUSTOMERCD=11&CUSTOMERTYPE=ACTIVE"

  • Dues/Sub/Don Notebook

    • Added ADDRESSTYPE, SUB_WORKPHONE, SUB_FAXPHONE, SUB_EMAIL, and SUB_WWWADDRESS to the available fields bank

    • Added BILLPERIOD, CANCELUSERCD, ENTERTMS, ENTERUSERCD, UPDATETMS, UPDATEUSERCD, OPPNUM, PERIODQTY, SOURCECD, SOURCETYPECD, and CINFO to the available fields bank as a read only fields

  • Edit Accounting CD UI

    • Added a LEDGERCD_COMBO_FILTER CVO setting to allow for filtering the Accounting Code dropdown based on GLACCOUNTREF.ACCOUNTCLASS. The setting accepts a comma separated list ACCOUNTCLASS values with no spaces.

  • Event Notebook

    • Added ATTENDEEREGQTY and ATTENDEECANCELQTY to the available fields bank as a read only fields

  • Individual Notebook

    • Added MMCSUMMARY to the available fields bank as a read only field

    • Added a new "Add to Campaign" activity

    • Campaigns Tab

      • Added APPEALMEMNUM, DISBURSEAMT, and LASTDISBURSEDTE as available fields

  • Invoice Notebook

    • Added SUBMITTEDFORTAXFLG to the available fields bank as a read only field

  • Lockbox Check Import

    • Users can now only import one CSV file per import session

    • Added an optional Batch Date field to the UI. This date will be used to set the batch date on the payment batch created from the import. If it is left blank, the import process will create batch(es) based on the payment dates in the import file.

  • Notebook History Tabs

    • Added the list editor to all notebook history tabs

  • Organization Notebook

    • Added a new "Add to Campaign" activity

    • Added a Campaigns tab

  • Payment Notebook

    • Added BILLPERIOD, LOCKBOXFILENAME, LOCKBOXUSERCD, and LOCKBOXIMPORTTMS to the available fields bank as read only fields

  • Payments List

    • Added LOCKBOXFILENAME, LOCKBOXUSERCD, and LOCKBOXIMPORTTMS as available fields

  • Payment Batch List

    • Added LOCKBOXFILENAME, LOCKBOXUSERCD, and LOCKBOXIMPORTTMS as available fields

  • Posting Wizard

    • When the POSTPERIODNODEFAULT CV system setting is present and set to Y, CVO will not automatically set the "Posting Period" value when the user makes a posting type selection and the user must instead manually select a posting period value before proceeding.

Bug Fixes

  • Fixed bug where it was possible to accidentally create a duplicate rate card for a given publication. When creating new rate cards, existing color/quality choices are now omitted from the available options.

  • Fixed bug where updating action item routing plan could cause CVO to become unresponsive if the "Routing Status" field is not present in the notebook layout.

  • The export utility will now show an alert when trying to export a list in card view since card view is not compatible with the export utility (previously this would result in a console error).