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v1.30.00

Improvements to the Abstract Document Notebook, Action Item Notebook, and Individual List, with added features like creating invoices directly from action items and streamlined document management. New functionalities such as taxonomy tagging for action items and support for abstract links in table views have been introduced. Bug fixes address issues related to transaction processing and payment void behavior to ensure smoother operations within the system.

Updates

  • Abstract Document Notebook

    • Summary

      • The "Owner ID" and "Owner Name" fields are now disabled and can only be populated using the "Search Individuals/Organizations" button

      • The document type will be hardcoded as "Abstract"

      • When adding a new abstract, the abstract owner will automatically be added to the list of authors. Note that this will only apply when adding a new abstract. If the owner of an abstract is changed after the fact, it is up to the user to update the authors list as needed.

    • Related Submissions List

      • The "Owner Name" column now has a link to the individual or organization notebook depending on the owner type

      • When adding or editing a related submission, the document type will be hardcoded as "Abstract"

    • Authors List and Notebook

      • Added "Author Type" as a field to support adding both individuals and organizations as authors

  • Action Item Notebook

    • Added a "Create Invoice" button. This will show a list of products that have the product type defined in the ACTION_INVOICE_PRODTYP CVO setting. Users will be able to select products from the list and the resulting invoice will be linked to the action item. The "Create Invoice" button will only be shown when the ACTION_INVOICE_PRODTYP CVO setting is set.

    • Added an "Invoices" tab to show the linked invoices for the action item. The tab will only be visible when the ACTION_INVOICE_PRODTYP CVO setting is set.

    • Added a new "Transaction Type" for linking abstracts to action items

    • Added "Taxonomy Tags" and "Edit Taxonomy Tags" to the available fields bank. These items may be added to the active layout using the Notebook Editor to allow users to associate taxonomy with action items.

  • Individual List

    • Added "Create Ind + AI" as an available activity button. This can be used to create an individual and then immediately add an AI for that individual.

  • Event Trainer Notebook

    • Documents List

      • The list has been updated to include documents that are related submissions on any abstract on which the event trainer is an author and to exclude abstracts

    • Added an abstracts list which includes all abstracts on which the event trainer is an author

  • Invoice List

    • Added a new INV_LIST_FASTCHECKOUT CVO setting to control the behavior of the "Add Invoice to Cart" button. When set to Y, the checkout will open after adding the invoice to the cart. When it's set to N (default), the invoice will be added to the cart without opening the checkout.

  • Individual Notebook

    • Documents List

      • The list has been updated to include documents that are related submissions on any abstract on which the individual is an author and to exclude abstracts

    • Abstracts List

      • The list has been updated to include all abstracts on which the individual is an author (previously it was only based on the document owner)

  • Organization Notebook

    • Documents List

      • The list has been updated to include documents that are related submissions on any abstract on which the organization is an author and to exclude abstracts

    • Added an abstracts list which includes all abstracts on which the organization is an author

  • Invoice Notebook

    • Added a new Link Source value for Action Items

    • Added a "View Linked Record" button to allow users to access the notebook for the linked record

  • Invoice Item Notebook

    • Added a new Item Type values for "Y - Product Discount (Appeals)" and "R - Cash Mapping"

  • Search Action Items

    • Added "Taxonomy Term" to the Quick Find interface to allow the selection of a taxonomy term along with other search criteria.

  • Merge Duplicate Records

    • Added CVO settings to allow for adding instructions at the top of the screen. The new settings are MERGE_INSTRUCTIONS_IND and MERGE_INSTRUCTIONS_ORG

    • Updated the screen to show the notebook field labels rather than the database field names

  • Survey Notebook

    • Added a new Link Source value for Action Items

    • Added a "View Linked Record" button to allow users to access the notebook for the linked record

  • Table Views

    • Added support for abstract links in table views. The format for the data is DOCUMENTNUM|Description (the description is optional) and the result will be a link to the abstract notebook. The following field names can be used: "ABSNUM", "AbsNum", "Absnum", "absnum", "Abs Num", "ABSTRACT", and "Abstract".

Bug Fixes

  • Fixed bug where transactions with a value less than one dollar could not be processed through the shopping cart.

  • Added logic to prevent case where a payment could be erroneously entered into an approved or posted batch.

    • This case could arise if the batch status is updated by another user after the payment batch is started by the active user. Shopping cart transactions with an active payment batch will now check the batch status immediately before processing and return an error as needed.

  • Updated payment void behavior to match CV Desktop implementation. When voiding a payment users will now be presented with a list of of invoices for that payment and one or more may be selected to be applied to the void transaction. An offset payment with the VOID payment type will be added to each selected invoice.