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v1.30.04

The addition of activity buttons like "Delete Award" in the Award Notebook, "Refresh" and "Edit Note" in the Committee Notebook, and "Add to Cart" in the Individual and Organization Notebooks' Invoices Tab for selecting and adding multiple invoices to the cart at once. Additionally, the Invoice List now includes an "Invoice Age" Quick Find search option and an "Age (In Days)" column to display invoice age, providing more comprehensive filtering and sorting capabilities. Bug fixes address issues such as notebook editor functionality and erroneous details in refund payments, ensuring a smoother user experience overall.

Updates

  • Award List and Notebook

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

  • Committee Notebook

    • Added "Refresh", "Edit Note", and "Change Log" as available activity buttons.

      • Committee notes in CV Online are stored in HTML format and are incompatible with the RTF notes format used in CV9. For clients with existing committee notes from CV9 the NOTEBOOK_COM_ALLOWNOTES CVO setting can be used to disable notes in CVO.

      • The NOTEBOOK_COM_DETAILED_CHANGELOG CVO setting can be used to determine whether to include committee member positions and history in the change log. It defaults to N.

  • Committee Member Notebook

    • Added "Refresh" and "Change Log" as available activity buttons.

  • Dashboard Gadgets

    • Added the "CSV Export" tool to snapshot charts and graphs to allow users to export the underlying data (similar to tool previously available only for table views)

  • Donation Notebook

    • Added "Refresh" and "Change Log" as available activity buttons.

      • Change logging for subscriptions may require additional database and web configuration - please check with your support analyst if you have any questions.

  • Dues/Sub/Don Notebook

    • Added "Subscription Options" as an available field.

  • Function Notebook

    • Added CEU1QTY and CEU2QTY as available fields.

  • Individual Notebook

    • Invoices Tab

      • Added checkbox selection column and "Add to Cart" activity button to allow selecting and adding multiple invoices to the cart at once.

  • Invoice List

    • Added "Invoice Age" Quick Find search option (replacing the "Past Due By" search option) that can be used to filter the Invoice List using predefined age ranges.

      • Added INV_LIST_AGERANGEFIELD CVO setting to control which field the filter is applied to: DUEDATE (default) or INVOICEDATE.

      • Added "Invoice Age Ranges" reference table. Reference data in this table can be used to define which age ranges are available in the quick find option. The following ranges are included by default: "Current", "1-30 Days", "31-60 Days", "61-90 Days", and "90+ Days".

    • Added an "Age (In Days)" column to display invoice age. The age calculation will be based on the field specified in the INV_LIST_AGERANGEFIELD CVO setting.

  • Membership Notebook

    • Added "Refresh" and "Change Log" as available activity buttons.

      • Change logging for subscriptions may require additional database and web configuration - please check with your support analyst if you have any questions.

  • Organization Notebook

    • Invoices Tab

      • Added checkbox selection column and "Add to Cart" activity button to allow selecting and adding multiple invoices to the cart at once.

  • Payment Notebook

    • Added "Transfer to Batch" activity button to allow unposted payments from an unapproved batches to be transferred to an eligible unposted batch (only available to financial and system administrators).

  • Recent Menu

    • Added the ability to delete items from the recent menu or to clear out the recent menu entirely.

  • Registration Notebook

    • Functions Tab

      • Added "Attended?" and "Actions" columns to the baseline layout.

  • Subscription Notebook

    • Added "Refresh" and "Change Log" as available activity buttons.

      • Change logging for subscriptions may require additional database and web configuration - please check with your support analyst if you have any questions.

Bug Fixes

  • Fixed bug that prevented the notebook editor from opening in the user notebook.

  • Fixed bug where the available field bank in the notebook editor was not generated correctly in certain cases.

  • Fixed bug where refund payments generated by the "Process Other Refund" option in the invoice notebook would erroneously contain some details from the original payment when the original payment was produced by a credit card transaction.

  • Fixed bug where the "List Settings" button was present on the Find Duplicate Individuals and Find Duplicate Organizations lists even though the list editor is not available for these interfaces.