Skip to content

v1.30.01

The latest ClearVantage update introduces several enhancements and bug fixes across various modules. The Abstract Notebook now includes Abstract Review surveys in the Surveys tab, with updates to historical records. Other notebook enhancements include the addition of the notebook editor for Abstract Group and Abstract Topic notebooks. The Advertising Orders List now features "Issues" as a list column and an export field, with "Included in Issue" added to the Quick Find. New features like the ability to link and unlink invoices have been added to the Master Certification Notebook. Bug fixes address issues such as cart display not updating in the checkout interface and invalid values being accepted in CHAPTERCD/COMITTEECD fields. Additionally, fixes have been made to issues with invoice generation and order fulfillment.

Updates

  • Abstract Notebook

    • Updated the Surveys tab to include Abstract Review surveys. To facilitate this, a new LINKTYPE of R will be used in the TEST_CUSTOMER_RESPONSE table for Abstract Review surveys going forward and historical records have been updated accordingly as well.

  • Abstract Group Notebook

    • Added the notebook editor.

    • All Abstracts List

      • Added ABSTRACTAWARDNUM, ABSTRACTCOMMENT, ABSTRACTSESSIONALTCD, ABSTRACTFUNCTIONCD, ABSTRACTSTARTDATE, and ABSTRACTSTARTTIME as available columns in the list editor

  • Abstract Topic Notebook

    • Added the notebook editor.

    • Abstracts List

      • Added ABSTRACTAWARDNUM, ABSTRACTCOMMENT, ABSTRACTSESSIONALTCD, ABSTRACTFUNCTIONCD, ABSTRACTSTARTDATE, and ABSTRACTSTARTTIME as available columns in the list editor

  • Advertising Orders List

    • Added "Issues" as a list column and an export field.

    • Added "Included in Issue" to the Quick Find.

  • Committee Member Notebook

    • Added "Delete Record" as an available activity button.

  • Event Program Price Notebook

    • Added CUSTOMERTYPE to the baseline notebook layout.

  • Event Trainer Notebook

    • Abstracts List

      • Added "Rating" column to the grid

  • Individual Notebook

    • Add Master Certification

      • When adding a master certification with a linked product (PRODUCT.PRODUCTCD = CERTIFICATION_MASTER.CERTIFICATIONCD), users will now be prompted for whether they want to invoice the master cert now or later.

    • Change Log

      • The Change Log will now include records for when relationships are added and updated for an individual.

    • Abstracts List

      • Added "Rating" column to the grid

  • Invoice Notebook

    • Added "View Master Certs" as an available activity button to allow users to see which master certs are linked to an invoice. When added to the notebook layout, this button will only show if the invoice has linked master certs.

  • Lockbox Check Import

    • The UI was updated to be simpler and better reflect client workflow for this process

  • Master Certification Notebook

    • A new button has been added for linking and unlinking invoices. For master certs that have not already been invoiced (CERTIFICATION_MASTER.INVOICEDFLG <> Y), the button will be labeled “Create/Link Invoice” and clicking it will prompt users to choose whether they want to link an existing invoice to the master cert or create a new invoice for the master cert.

    • For master certs that have already been invoiced, the button will be labeled “Unlink Invoice” and clicking it will remove the linked invoice from the master cert record (note this just impacts the master cert record and does not change the invoice in any way). This process will only be available for master certs that meet the following conditions:

      • The master cert is an existing record and not a new record

      • The master cert has a linked product (PRODUCT.PRODUCTCD = CERTIFICATION_MASTER.CERTIFICATIONCD)

  • Organization Notebook

    • Abstracts List

      • Added "Rating" column to the grid

  • Related Product Notebook

    • Added "Size" as a possible value in the Relation Type dropdown.

  • Users List

    • Added "Is Group?" to the Quick Find.

    • Updated the radio filter to include the following options: "Active Users & Groups", "Active Users", "Active Groups", and "All".

Bug Fixes

  • Fixed bug in checkout interface where cart display would not update when toggling "Bill to Organization". Cart display now refreshes to display any changes to tax or other amounts.

  • Fixed bug where invalid CHAPTERCD/COMITTEECD values were accepted when adding/updating a chapter or committee. Going forward, only the following characters will be accepted in CHAPTERCD/COMITTEECD values: alphanumeric characters, dashes, and underscores.

  • Fixed bug where empty rows could appear between each routing step when adding a routing plan on the "View/Edit Routing Plan" interface

  • Fixed bug where SHIPDATE was not populated when marking orders as shipped on the Order Fulfillment screen.

  • Fixed an issue with the invoice generation process where item descriptions containing an apostrophe would not display properly.