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v1.31.03

The "Pay Now" links feature allows users to send secure payment links via email for easier invoice processing. We've also made significant usability enhancements to the email blast interface, including a read-only template preview. Additionally, we've updated the HTML editor to enhance functionality and security.

New Features

  • Pay Now Links
    • Added "Email Pay Now Link" to the Invoice Notebook activity panel. This allows users to send an email which includes a secure Pay Now link that can be used by the recipient to access and pay the invoice on the public website without logging in.
      • Note: This feature requires billable configuration work (noted below) and is disabled by default. It can be enabled via the INV_PAYNOW_ENABLED CVO setting. Configuration includes:
        • Updates to the public website to enable the secure Pay Now form and processing logic
        • Database updates to provide the following email blast database functions:
          • @emailblastdbfunction("V","[[INVOICENUM]]","GetInvoiceDetails")
          • @emailblastdbfunction("V","[[INVOICENUM]]","GetPayNowLink")
      • The following CVO settings may be configured to streamline the Pay Now email generation workflow:
        • INV_PAYNOW_SUBJECT allows configuration of a default subject line for Pay Now emails. Using [INVOICENUM] in the setting value will replace that value with the invoice number for the active pay now invoice. For example a setting value of "Pay Invoice #[INVOICENUM] Now" would result in the subject line "Pay Invoice #1234 Now".
        • INV_PAYNOW_TEMPLATE allows configuration of a default email template for Pay Now emails
        • INV_PAYNOW_EXPDAYS allows configuration of the number of days that the Pay Now link will remain valid after delivery (default 3).
      • "Email Pay Now Link" button will additionally appear on the checkout confirmation page when processing any transaction resulting in a balance due.

Updates

  • Company CD Changes

    • Updated the company dropdown in the euclidPay dashboard and the euclidPay company picker so that the list of companies is sorted by Company CD.
    • In any notebooks with a Company CD field, the value in of the field will be automatically defaulted when adding a new record based on the following conditions:
      • If only one company is configured in CV, that company will be used as the default.
      • If there are multiple companies configured, but the ISMULTICOMPANY system setting is turned off and there is a company with a Company CD of 001, that company will be used as the default.

  • Dues Transaction Notebook

    • Added "Organization Name" field to the available fields bank.
    • This field was also made available in the list editor for the "Dues/Subs/Dons" transaction lists on the individual and organization notebooks.

  • Email Blast Interface

    • The email blast interface layout has been updated with usability enhancements including new tooltips.
    • By default, selecting a template from the "Load Template" dropdown will now load the template into a read-only preview window. This helps to ensure that recipients will recieve your messages with the intended design and layout.
      • If changes are required, we recommend using the Email Template tool available in the Processes menu and then re-loading onto the email blast interface via the "Load Template" dropdown.
      • Simple emails can still be constructed using the HTML editor on the email blast interface as before.

  • Email Template Editor

    • Website links and dynamic content links can now be inserted into body text directly in the email template editor.

  • Event Floorplan Editor

    • Booths can now be rotated to match the floorplan image. Multiple booths can be rotated at once and the degree of rotation can be updated using the R field in the editor tools.

  • Event Notebook

    • The value of the "Days" field is now automatically calculated based on the event dates as long as the "Days", "Begin Date", and "End Date" fields are all present in the notebook layout.
    • Prices Tab
      • Added "Duplicate Price" activity button.
    • Functions Tab
      • Added "Duplicate" activity button to allow for duplicating functions.
      • Removed the word "Function" from all activity button labels to save space and prevent the buttons from getting cut off on smaller screens.
    • Registrations Tab
      • Changed the status filter to a dropdown to save space and prevent the activity buttons from getting cut off on smaller screens.

  • HTML Editor

    • The HTML editor used in web profiles and the email blast interface has been updated.

  • Individual Notebook

    • Relationships Tab
      • Added radio button filters to allow for quick access to the following list options:
        • All
        • Active (relationships with start date before the current date and end date after the current date)
        • Inactive (relationships with end date before the current date)
        • No end date (relationships with start date before the current date and no end date provided)
      • The default filter value is "All". To set the default filter to "Active", the new CVO setting REL_DEFAULT_ACTIVE = Y can be configured. In addition to changing the default when viewing the Relationships Tab, this will adjust the tab count displayed on the notebook tab bar to show the count of active records only.
      • This change also applies to the relationships tab on the Organization Notebook.

  • Organization Notebook

    • When searching for a parent organization via the inline "Search Organizations" button, the current organization will be excluded from the list of possible parent organizations except when searching directly via Org ID. This functionality can be turned off via the MODAL_ORG_SEARCH_EXCLUDE_SELF CVO setting.

  • Payment Notebook

    • The following fields are now required: "Ind/Org", "Name", and "Ind/Org ID".

  • Related Product Notebook

    • The following fields are now disabled: "Related Product" and "Product Name". They can be populated using the "Search Products" button.

  • Search Modal

    • Added a clear button allowing for the fields tied to the search modal to be cleared, particularly for read-only fields that could not be cleared out manually.
    • This is available in numerous locations where the Search Modal can be accessed to search for a record to link to the active notebook.

Bug Fixes

  • Fixed cosmetic issues affecting the pivot table settings menu, and the advertising order "Create Invoice" modal
  • Fixed bug where cancelled event registrations were appearing under "Upcoming Event Registrations" in the individual notebook summary panel