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v1.31.04

Recent updates include changes to the checkout interface to align cart behavior with CV desktop when the BILLALLTOORG setting is enabled, ensuring billing to the individual's organization if applicable. The Find Duplicates Interface has been revamped, now called "Manage Data for Individuals" and "Manage Data for Organizations," with new filters and renamed options for better data management. In the Chapter Notebook, a "Contact ID" field and a "Search Individuals" button have been added for easier chapter contact assignment. The Country reference table now includes "REGIONCD" and "REGIONCUSTOM" fields for specifying country regions. Additionally, a bug fix in the "Assign Recipients" interface ensures cancelled recipients are removed from lists and counts during the dues flowthrough process.

Updates

  • Chapter Notebook

    • Added a "Contact ID" field to indicate the main contact of the chapter.
    • Added the "Search Individuals" button in the Chapter Contact section to allow the search and assignment of an individual as the chapter contact. When selecting an individual as the chapter contact, the individual's information will copy over to the chapter contact fields in the chapter notebook.

  • Checkout Interface

    • Updated cart behavior to match CV desktop when BILLALLTOORG CV system setting is enabled. In this scenario, when working with an individual, the checkout logic will always check the cart owner's BILLTOSTT and automatically bill to the individual's organization if BILLTOSTT = O and the individual has a linked org code (this has the same effect as enabling the CHECKOUT_CHECK_BILLTOSTT CVO setting).

  • Country Reference Table

    • Added new fields "REGIONCD" and "REGIONCUSTOM" to allow indication of country region. The field "REGIONCD" is populated by values from the Regions reference table. The field "REGIONCUSTOMCD" is populated by values from the category "REGIONCUSTOM" in the Lookups reference table.

  • Find Duplicates Interface

    • The Find Duplicates Interface has been repurposed to allow for a more all-inclusive approach to managing individual and organization records. As such, the following changes have been made:
      • "Find Duplicate Individuals" and "Find Duplicate Organizations" under the Admin menu have been renamed to "Manage Data for Individuals" and "Manage Data for Organizations" respectively.
      • Under "Manage Data for Individuals", new filters have been added to show "Duplicates by Mobile Phone" as well as records with "Primary Email <> Web User ID", "Missing Primary Email", and "Missing Web User ID".
      • The "Default" filter has been renamed to "Likely Duplicates" for clarity's sake.
      • Baseline tooltips have been added to explain how the "Likely Duplicates" and "Duplicates by Dupkey" filters work.

Bug Fixes

  • Adjusted "Assign Recipients" interface for dues flowthrough process to remove cancelled recipients from list and counts.