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v1.31.01

The enhanced function comments feature allows users to collect information through text input, dropdowns, or checkboxes, with customization options for each event function. Integration with corresponding CV Web releases is required, potentially involving billable configuration work. Users can now manage function comment selections during event registration and view/edit them for existing registrations. Other updates encompass additional columns in various interfaces like Committee Lists and Notebooks, enhancements to the Email Blast and Committee interfaces, new fields in the Event Notebook, usability improvements in the Power Query Interface, updates to reference tables, and bug fixes addressing issues such as validation errors and display problems in multi-select fields.

New Features

  • Enhanced Function Comments
    • The function comments feature has been updated to allow users to collect information from registrants using a text input, dropdown, or checkboxes for multiple selection. Additionally, the function comment can be customized for each event function individually.
      • Requires EVT_REG_NEW_FCOMMENTS CVO setting to be configured and set to Y (default N). When this setting is not present, the system will continue to use legacy function comments.
      • Additionally requires integration with changes being rolled out in the corresponding CV Web release (v5.2.1). Billable configuration work may be required to enable enhanced function comments on your member website if you have custom forms that do not automatically receive baseline updates, or are not using CV Web version 5. Please open an action item to have your web analyst review and provide a quote if you are interested in using this feature.
    • Event Function Notebook
      • Added "Function Comment" fieldset to the baseline layout. Staff can utilize the new fields to configure optional comment collection individually for each event function.
        • Comments can be collected using text, dropdown, or checkbox inputs to allow free input or selection from a list of available options via the "Comment Type" field.
        • For dropdown or checkbox selection, options can be configured in the "Comment Options" field using syntax as in the following example:
          • CODE1=Option 1|CODE2=Option 2|CODE3=Option 3
        • Each function comment may be configured with a unique prompt or instruction text using "Comment Label", and may be configured to make selection required or optional via the "Comment Parameters" field.
    • Event Registration Process
      • When creating event registrations, users will see any configured function comment inputs and have the opportunity to provide the registrant's selections.
    • Event Registration Notebook
      • When viewing the Functions list on an existing registration, users will be able to use the "Manage Functions" activity button to view and modify the registrant's function comment selections, as well as make function comment selections for any new functions that are added to the registration from this interface.
      • Function comment selections appear in the grid in the "Comment Value" field and can be directly managed via the "Edit Comment Value" activity button.

Updates

  • Committee List

    • Added the following as available columns in the list editor: "UDEF1AMT", "UDEF2AMT", "UDEF3AMT", "UDEF4AMT", "UDEF5AMT", "UDEF1QTY", "UDEF2QTY", "UDEF3QTY", "UDEF4QTY", "UDEF5QTY", "UDEF1TXT", "UDEF2TXT", "UDEF3TXT", "UDEF4TXT", and "UDEF5TXT"

  • Committee Notebook

    • Members, Active Members, and Inactive Members Tabs
      • Added the following as available columns in the list editor: "UDEF1AMT", "UDEF2AMT", "UDEF3AMT", "UDEF4AMT", "UDEF5AMT", "UDEF1QTY", "UDEF2QTY", "UDEF3QTY", "UDEF4QTY", "UDEF5QTY", "UDEF1TXT", "UDEF2TXT", "UDEF3TXT", "UDEF4TXT", and "UDEF5TXT"

  • Dues/Sub/Don List

    • The following fields have been added to the quick find: "Custom Class" and "Custom Category".
    • The following fields have been added as columns in the baseline list layout: "Custom Class" and "Custom Category".

  • Email Blast Interface

    • Added new EMAIL_INSERTLINK_CUSTCD_PREFIX CVO setting to allow for a custom prefix when using "Insert Link" on the email blast interface and selecting the "Include customer link" option. By default, CV will append the customer code to the generated URL as a query string parameter with a syntax like "&cd=CODE" or "?cd=CODE". Providing a value like "/cd/" in this setting will enable generation of CMS-compatible links by appending "/cd/CODE" instead.

  • Email Committee Interface

    • Added "Appeal" dropdown to allow users to optionally associate an appeal code with a committee member email to allow for open and click tracking.

  • Event Notebook

    • Profile
      • Two new fields have been added to the available fields bank: "Cancellation Fee Accounting CD" and "Edit Accounting CDs". The latter is a button that lets users update both the Accounting CD and Cancellation Fee Accounting CD for the event and should be used in place of the "Edit Accounting CD" button when utilizing both accounting codes.
    • Registrations Tab
      • "Send Email Blast to Current List" has been added to the "List Actions" action button.

  • Export Interface

    • When exporting list data a progress bar interface will now appear, letting users continue to use CV while monitoring export progress.
    • Clicking the close button on the progress bar interface will give users the option to cancel the in-progress export.

  • Individual Notebook

    • Addresses Tab
      • Added "Copy Address to Clipboard" activity button

  • Payment Notebook

    • Added PMT_PREVENT_DELETE CV Online setting. When setting is present and set to Y, the "Delete Payment" button is removed from the payment notebook.
    • Note: With setting enabled, payment deletion is still possible in CV Desktop and in CV Pro for Finance admins using Admin Invoice.

  • Power Query Interface

    • Several usability enhancements have been made to the power query UI including:
      • Active search fields will be highlighted in the search form to make them easier to find at a glance.
      • An alert will be shown if any search fields don't have a match type selected (previously this would trigger a service error).
      • The match type dropdowns have been filtered so that only the supported match types will be available for each field type.
    • Variable dates have been added to the power query UI
      • Date fields in the power query now have a toggle icon that can be used to create queries based on variable dates (i.e. Today, Start of Current Year, Start of Next Year, etc.). These variable dates will automatically be converted to the appropriate date when the query is run.
      • When using a variable date, users can also enter an offset number of days (i.e. Today - 5)
      • The variable dates are stored in lookups under the PQ_VARIABLE_DATES category. Several baseline options will be pushed out with the release.
        • Custom variable dates can be added to lookups using the following field spec:
          • category = PQ_VARIABLE_DATES
          • code: Date and month to use when calculating the date (i.e., 12/25)
          • description: User-friendly description to show in the dropdown
          • numval: Year offset (i.e., if code = 12/25 and numval = -2, the calculated date would be 12/25/2022; if code = 12/25 and numval = 3, the calculated date would be 12/25/2027; if numval is left blank, the current year will be used when generating the calculated date)
          • sortorder: Number that's used to determine the sort order of the values in the dropdown

  • Reference Tables

    • The following fields have been added to the Customer Types (CUSTOMERTYPEREF) reference table:
      • MEMCLASSSTT: A dropdown based on the values in the Customer Classes (INDMEMCLASSREF) reference table.
      • CUSTOMCATEGORY: A dropdown based on the CUST_CUSTOMCATEGORY lookups category.
    • The following fields have been added to the Org Types (ORGTYPEREF) reference table:
      • MEMCLASSSTT: A dropdown based on the values in the Org Classes (ORGMEMCLASSREF) reference table.
      • CUSTOMCATEGORY: A dropdown based on the ORG_CUSTOMCATEGORY lookups category.

  • Relationship Notebook

    • Added the following fields to the available fields bank: "Position", "Alt. Department", "Specialization", "Occupation", "Chapter Credit", "Updated On", and "Updated By"

  • Send QuickLetter Interface

    • Added "Email CC Address" input field. If a CC address is selected, all messages generated will CC this address in addition to any addresses indicated in the individual's "auto copy email to" field (if auto copy system setting is enabled).

Bug Fixes

  • Fixed issue where setting state field value to [none] would trigger a validation error when country was also [none].
  • Fixed issue where preferred name and certain other columns would not populate with data values for power query searches on the individual list.
  • Fixed issue where power query was showing unsupported match types for NOT criteria.
  • Fixed issue where activity buttons couldn't be hidden using the notebook editor in the chapter notebook.
  • Fixed issue where multi-select fields did not properly display values in read-only mode.