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v1.30.02

A new Material Design-based theme for CV Online, a revamped context menu for efficient tab management, and the ability to bulk bill subscriptions for individuals. Updates to the Action Item Notebook provide better clarity and management of request and response texts, while the Email Blast interface now requires valid domains for email delivery. Improved invoice management, including the addition of a "Send Report Email" button and reordering of price fields, enhances billing processes. Security measures include a new setting to disable spellcheck for sensitive notes, addressing potential security risks. These updates collectively aim to streamline workflows, enhance data visibility, and bolster platform security for ClearVantage users.

New Features

  • New Theme

    • CV Online has been updated with a new theme based on the Material Design guidelines for improved readability and usability. This incorporates many changes including the following:

      • The top bar has been removed to allow for more usable screen space

      • Features from the top bar along with the tools menu have been relocated to the new "CV" menu at the top or left of the main menu

      • The active "Working With" user or organization is now reflected in a standalone "Working With" menu item on the main menu

      • The primary activity button on each interface has been highlighted to streamline user interaction

      • Notebook field labels have been repositioned to make profiles more readable and position the field label and tooltip directly above each field when using compound fields

      • The dark theme has been fully redesigned with a new dark gray palette

  • New Context Menu

    • Right clicking in the tab bar will bring up a new context menu with additional options:

      • Close* - Close the tab that was right clicked on

      • Close Other Tabs* - Close all tabs except the one that was right clicked on

      • Close Tabs to the Right* - Close any tabs to the right of the one that was right clicked on

      • Close All Tabs - Close all open tabs

      • Go to Tab - Choose one of the open tabs and make it the active tab

      • Help Resources - Shows the top-level CVO help resources

* These options are only available when right clicking directly on a tab

  • Right clicking in the main body of CVO will no longer bring up the context menu.

  • Bulk Bill Subscriptions

    • Added "Bulk Bill Subs" activity button to the Individual List which gives users the ability to create dues and subscriptions in bulk for each individual on the list.

    • After generating the desired list of individuals, users can click “Bulk Bill Subs” to open a modal and make subscription selections and then process this batch operation in the background.

Updates

  • All Lists

    • When applying a list filter, updated the behavior so that the list will always load the results starting at page one rather than the page the list was on prior to filtering.

  • Action Item Notebook

    • Updated the "Request Text" and "Response Text" fields to clarify their usage and behavior

      • When creating a new action item, "Request Text" and "Response Text" will appear and can accept values of any length for the initial request and response.

      • After action item creation, the initial characters of each field will appear as the "Request Summary" and "Response Summary" respectively, with the full text of each available in the "Full Request" and "Full Response" note fields.

  • Users may modify the summary data independently of the full text to provide a brief overview of the action item contents.

  • To manage the full request or response use the "Edit Full Request" and "Edit Full Response" activity buttons to access the note editor where the full text may be reviewed and additional comments added, etc.

  • A preview of the full request and response notes is displayed on the baseline notebook layout below the summary fields to give users an indication of whether extended notes are available.

    • Note: Clients using a custom action item layout via the notebook editor may need to update their layout to bring in the "Full Request" and "Full Response" preview fields.

  • Email Blast Interface

    • When sending email blasts, CVO will now require that the "From" and "Reply" addresses contain domains that will be accepted for email delivery through the SMTP vendor.

    • By default, any email address with a domain matching the hostname for the CVO site will be accepted.

    • The EMAIL_INFO_ALLOWED_DOMAINS CVO setting may optionally store an array of strings to indicate all valid email domains (e.g. ["euclidtechnology.com","example.com"]) .

    • To disable this feature, an empty array may be provided.

  • Individual and Organization Notebook Summary Panels

    • Added SUMMARY_PANEL_IMGPARAMS CVO setting. This setting specifies querystring parameters to append to the cvImage DLL /view call that displays the entity photo on the individual and organization summary panels. For clients using cloud image storage, a parameter of "&IMAGENAME=Profile%20Photo" may be required.

  • Invoice List

    • Added "Send Report Email" activity button. When using the reporting service, users may select an invoice notebook report to email as an attachment to the payees on the current invoice list.

  • Invoice Notebook

    • Invoice Item List

      • In the baseline list layout, the price fields have been reordered to more accurately reflect the way they are used when calculating item totals with new fields added for clarity. The new fields that were added are DISCOUNTAMT, TOTALAMT, and GLLINKCD.

  • Invoice Item Notebook

    • In the baseline notebook layout, the Quantity field has been moved into the Price Details section as a compound field with Price and the Tax field is no longer a compound field.

  • List Export

    • Added a toggle in the list export UI to allow users to choose whether the column headers in the CSV file should be the field labels or field names.

  • Private AI Changes

    • Documents attached to an action item marked as private will no longer appear on document lists in other notebooks, or on notebook summary panels.

    • Documents associated with private action items may still appear in table views or other places where a customizable query exists, so care should be taken to exclude them from any such data sources.

  • When opening a document notebook, a check has been added to determine if the document is associated with a private action item and deny access to any user without permission to view the parent action item.

  • Reports Menu

    • Added the ability to hide the "How do I add reports?" help item that appears in the reports menu. To do this, go to CV -> Settings -> Customize Main Menu, and click the gear icon next to the "Reports" folder.

  • Spellcheck Security Update

    • The February 10, 2023 "Euclid Security Newsletter" identified a potential security risk called "spelljacking" in which websites sending unencrypted sensitive data to online spellcheck services can have that data intercepted by a malicious third party. This type of attack is currently theoretical and communications with the spellcheck API in CVO are securely encrypted over HTTPS. However, out of an abundance of caution, a new CVO setting SPELLCHECK_DISABLE_FOR_NOTES has been added to allow clients to disable spellcheck for notes since notes can contain sensitive information. This setting impacts notes in the following locations:

      • Individual Notebook

      • Organization Notebook

      • Advertising Order Notebook

      • Opportunity Notebook

      • Invoice Notebook

      • Purchased Sponsorship Package Notebook

  • Survey Notebook

    • Added "Display Number" field to the survey question grid and notebook to allow users to assign custom numbers to survey questions. When provided, custom numbers will be visible to survey respondents in place of the automatically assigned numbers based on question order.

  • UDEF More Changes

    • UDEF More fields added to the individual, organization, or event notebook via UDFMore Settings in CV Pro will now automatically flow through to CV Online and appear in the notebook layout or available fields bank.

    • Note: Fields that require a non-standard data source require that the data be added to the CV Online custom reference data view before the field can be used in a notebook layout. The user will be prompted when a field without a valid data source exists in the notebook layout.

  • User List and Notebook

    • Added the "Log Out User" activity button to the User List and Notebook to allow system administrators to log out other CV users.

Bug Fixes

  • Fixed issue where taxonomy terms could appear with incorrect sort in some scenarios

  • Fixed issue where double quote characters in field data were not properly escaped when exporting to a CSV file

  • Fixed a bug where clearing out the "Full Request" or "Full Response" notes on the action item notebook would not remove the data from the record.