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v1.30.03

The recent ClearVantage update introduces several enhancements and new features aimed at improving usability, data management, and functionality. Notably, all notebook history tabs now display a count of active records, replacing the previous checkmark indicator. An optional data integrity check before saving has been implemented to prevent data loss due to simultaneous updates. The Committee Notebook now includes the "Representing" field in various tabs for improved organization representation. Additionally, the Data Export Interface now supports exporting "More UDF" profile fields. Various improvements have been made to specific notebooks, including the Event Notebook, Individual Notebook, and Survey Notebook, with added functionality and options for customization. Bug fixes address issues such as data modification in the Event Notebook and unexpected behavior in form fields, ensuring a smoother user experience overall.

Updates

  • All Notebooks

    • Added tab count display to all notebook history tabs. When a notebook is opened, each tab will display the active record count in parentheses beside the tab title.

      • Note that for tabs which have radio button filtering the value displayed corresponds with the record count for the default filter.

      • This replaces the checkmark which previously appeared to indicate the presence of records on the individual and organization notebook history tabs only.

    • Added optional data integrity check before save.

      • When the UPDATETMS_CHECK_ON_SAVE CVO setting is present and active (default N), CV Online will now perform a check prior to saving any notebook to confirm that the update timestamp on the record has not changed since the notebook was opened. If the system detects that the data has been modified by an outside process, the user will be prompted to notify them of the changes.

        • Before enabling this feature, Euclid should review all custom database logic to ensure that database-level changes properly modify the update timestamp in order for those changes to be properly detected by this feature.

  • Committee Notebook

    • Active Members/Inactive Members/Members Tabs

      • Added "Representing" as an available field in the list editor.

      • This field is additionally now available on the Committees tab in the individual and organization notebooks.

  • Data Export Interface

    • Added the ability to include "More UDF" profile fields in the export data when exporting from the individual, organization, or event list.

    • To view available fields and add them to your export, click "Show More UDF Fields" on the lower left of the export interface.

  • Email Batch Manager

    • Updated the Appeal CD column so that it contains a link to the Appeal Notebook.

  • Email Blast Interface

    • Added icon to Appeal CD dropdown to quickly open the selected Appeal Notebook.

  • Event Notebook

    • Registrations Tab, Export Reg List Activity Button

      • Added "Dietary Needs" and "ADA Access" as fields in the baseline list layout and export.

      • These fields are additionally now available on the Events tab in the individual and organization notebooks, as well as on the Attendees tab in the function notebook.

  • Event Function Notebook

    • Added "Edit More UDF" option to the settings menu.

    • Relabeled primary save button to "Save Profile" and changed behavior to disable button when the profile tab is not the active tab.

    • Relabeled save buttons on the "Sponsor Details" and "More UDF" tabs to "Save Sponsor Details" and "Save More UDF" respectively.

  • Individual Notebook

    • Certifications/Additional Certifications Tab

      • Added all user-defined TXT, QTY, and AMT fields as available fields in the list editor.

    • Web Login History Tab

      • Added new "Web Login History" tab to the available tabs in the notebook editor.

        • The tab is hidden by default and will only be appear for members who have a Web ID (CUSTOMER.WEBUSERID).

      • When the KEEPLOGINHISTORY=Y web configuration is present on the public website, this tab will display a record of all login attempts by the member and their success or failure.

      • The "Unlock Web Account" button can be used to unlock the web account for members who were locked out based on the optional LOCKINVALIDLOGIN, LOGINATTEMPTSINTERVALMINUTES, LOGINATTEMPTSQTY, and LOGINLOCKINMINUTES web configurations on the public website. Note: the button always be present even if account locking is not configured.

      • Note that staff use of the "Login as User" feature will not be reflected on the Web Login History, and a locked account will not prevent staff from accessing the public website as the member using this feature in ClearVantage.

  • Reference Tables

    • Added "Dues Calculation Rules" reference table (DUESCALCULATERULES).

  • Survey List

    • Added ARCHIVEFLG as an available field in the list editor.

  • Survey Notebook

    • Added Refresh and Edit Layout activity buttons to enable custom notebook layouts.

    • Added the following fields as available fields in the notebook editor: RESTRICTEDFLG, ARCHIVEFLG, PANEL, UDEF1TXT, UDEF2TXT, UDEF3TXT, UDEF4TXT, and UDEF5TXT.

  • User List

    • Added an "In CVO/Pro?" column to the baseline list layout to indicate which users have an active ClearVantage session.

Bug Fixes

  • Fixed bug where data could not be modified in the Event Notebook "Reg UDEF" tab.

  • Fixed bug where CVO could crash when attempting to open an import grid utility in some scenarios where the OS and browser zoom were set to a value other than 100%.

  • Fixed bug where data could remain in web profiles even after the field contents were manually cleared out and "Save Web Profile" was clicked.

  • Fixed bug where functions with the same start time but a different end time would still be grouped together on the registration form for events that are set to group functions by function end time.

  • Fixed bug where users could select a "[none]" value in required dropdowns in some scenarios.

  • Fixed bug where saving multiple times on a form with a combo would cause duplicate values to appear in the combo.