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v1.31.05

This release introduces new features like bulk sending of "Pay Now" emails and a "Terminate Committee" function that brings convenience and automation to the process of closing a committee. Additionally, there are updates to the Email Editor with a new setting to disable AI features, enhanced export options for committees, and improvements to invoice management settings.

New Features

  • Pay Now Bulk Emails

    • Added the ability to send multiple Pay Now emails in a batch from the invoice list, via a new "Send Pay Now Links" activity button. This button will automatically appear when the Pay Now feature is enabled, along with the existing buttons on the invoice notebook and checkout confirmation screen.

  • Terminate Committee

    • Added a "Terminate Committee" button to the committee list and committee notebook. This option will change the committee status to Terminated and also provides options to change the committee end date as well as mark active members and nominees as inactive and update the stop date for members that get marked as inactive.

  • Export Committee Member List

    • Added a new "Export" list action to the committee notebook Members tab to allow users to export the member list data, based on the current active filters.

Updates

  • Email Editor

    • Added new CV Online setting EMAIL_EDITOR_DISABLE_AI: This setting allows clients to turn off all AI features in the email editor (i.e., Smart Text and Magic Image). The setting is off by default.
    • New "Event Attendee" merge tags category has been added. These merge tags can be used for emails sent with the "Send Email Blast to Current List" list action in the Registrations tab in the event notebook (i.e., templates with a Recipient Type of "Event Attendee").
    • The Social Media Tool now includes the option to resize the icons.

  • Event List

    • Added "Description" (SESSIONDES) column to the baseline list layout.

  • Event Notebook

    • Added "Reg Date" (ENTERTMS), "Member?" (ISMEMBERFLG), and "Member Type" (CUSTOMERTYPE) columns to the baseline "Export Reg List" CSV file.
    • Added "Member?" (ISMEMBERFLG) column to the baseline list layout in the Registrations tab.

  • Help Resources

    • Updated tooltip icon to a question mark.

  • Invoice Notebook

    • Added new CV Online setting RESTRICT_TO_FINADMIN: This setting allows clients to determine whether certain invoice actions should be limited to only financial admin and system admin users.
      • The setting value is a JSON object with properties to specify the access level for each available invoice action. If the value of an action is set to N, the action will be available to all users. If the value of an action is set to Y, the action will only be available for system admins and financial admins.
      • The default value for this setting is: { "processCCRefund": "N", "processOtherRefund": "N", "processTransferPmt": "N", "deleteInvoice": "N", "invoiceAdjustment": "N" }
      • This setting replaces the REFUND_RESTRICT_TO_ADMIN CV Online setting, which is now deprecated.

  • Floorplan Editor

    • Added a "Floorplan Details" section to allow users to update the floorplan title, sort order and "On Web" status to control floorplan availability and display on the public website.

Bug Fixes

  • Fixed bug where payment amount and date were visible but non-functional on checkout interface for users with "No Payment Access" flag on their user account.