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v1.31.06

This release introduces new features like Event Web Profiles for flexible customization of event pages and a Manage Reference Data utility that allows non-admin users to manage certain data tables. A new Timesheet Manager enhances tracking of staff activities. Updates include enhanced intercompany logic in the Cart/Checkout Interface, new extended properties for companies, and improvements to list management across donations, memberships, and subscriptions. Additionally, several UI and performance enhancements address email attachments, invoice fields, and general system usability.

New Features

  • Additional Event Web Profiles

    • Added a new "Event Web Profiles" tab to the Event Notebook. This tab is hidden by default and can be activated in the notebook editor.
      • Note: This feature may require billable configuration work for clients whose public website is not on the latest version 5 templates or if previous customizations have been made to the event info template. Configuration includes updates to the template to enable the display of the new web profiles.
    • Allows staff to flexibly create any number of web profiles for an event. Each web profile can store HTML content and can independently be set to display on the public website including a custom tab title and display order.

  • Manage Reference Data

    • Added a new "Manage Reference Data" utility to allow any user, with the appropriate permissions, to be able to manage certain reference table data without the need to be a system admin.
      • Note: This feature requires billable configuration work to define which users should be allowed access to which reference data tables.

  • Timesheets

    • Added a new "Timesheet Manager" utility to the Services menu, accessible via the "Timesheets" menu item. CV users can use this utility to track their time spent on activities and associate those time blocks with action items, individuals, and organizations as well as attaching notes.

Updates

  • Cart/Checkout Interface

    • A new CVO setting CHECKOUT_COMPANYCD_CHECK has been added to allow staff to enable advanced intercompany check logic when adding items to the cart.
      • This new intercompany check relies on the records in the Ledger Reference Intercompany Setup (ACCT_COMPANYMAP) reference table to determine which companies are allowed to interact with each other.
      • When enabled, this will also filter the "Company CD" dropdown in the checkout UI to only show allowed companies for the current transaction.
      • Note: When this setting is enabled, all saleable items must be attached to a company or users may encounter errors. Also, when enabled, this check replaces the existing check that normally runs when the existing INTERCOMPANYCHECK system setting is turned on.
    • A new CVO setting CHECKOUT_COMPANYCD_SHOW has been added to determine whether to show the "Company CD" field when no payment batch is running.
    • A new CVO setting CHECKOUT_COMPANYCD_CHECK_PMTPREF has been added to determine which company CD should be defaulted in the checkout UI. This only applies when the CHECKOUT_COMPANYCD_SHOW setting is enabled and no payment batch is running. Possible values are:
      • MONEY - default to the company with the most money associated with it in the cart
      • PRIMARY - default to the company specified by the PRIMARYCOMPANYCD system setting (if available in the cart)
      • 001, 002, etc - default to specified company (if available in the cart)
      • Otherwise, the lowest available company CD value in the cart will be defaulted

  • Company Notebook

    • Added the "Extended Properties" tab to allow staff to assign values to properties configured in the Extended Properties reference table including the CREDITCARDMIN and CREDITCARDMAX properties that can be used to set the allowed credit card transaction limits for each company.
      • Note: These properties require the latest CV Web Objects to be enforced on the public website. Clients on CV Web version 5 should automatically receive this web object upgrade. Clients on earlier versions of CV Web should check with their web analyst before assigning values to these properties.

  • Donation Funds List

    • Added the ability to save lists and view saved lists.

  • Dues/Sub/Don Notebook

    • Assign Recipients Interface
      • When the DUES_USE_FLOWTHROUGH2 CVO setting is turned on:
        • The following columns have been added to the assigned recipients grid: "Invoice Number" (INVOICENUM) and "Paid" (PAIDFLG).
        • In the "Add Recipient" modal, a new "Invoice Option" section has been added. This section will only be available when the FLOWTHROUGH2_MULTIINVOICES system setting is turned on. The section contains a toggle that lets users choose which invoice should be used for the recipient: the parent dues (main) invoice, the most recent recipient (current) invoice, or a new invoice. The behavior of the toggle is driven by the DUES_FLOW2_RECIP_INV_BEHAVIOR CVO setting.
          • When DUES_FLOW2_RECIP_INV_BEHAVIOR is set to "ENFORCE", the "Invoice Option" section is hidden and the invoice to use is determined based on the FLOWTHROUGH2_MULTIINVOICESDEFAULT system setting behind the scenes.
          • When DUES_FLOW2_RECIP_INV_BEHAVIOR is set to "SUGGEST", the "Invoice Option" section is visible and the toggle is defaulted based on the FLOWTHROUGH2_MULTIINVOICESDEFAULT system setting, but users can select a different option if they want.
          • When DUES_FLOW2_RECIP_INV_BEHAVIOR is set to "NONE", the "Invoice Option" section is visible but the toggle is not defaulted (unless only one option is allowed).
          • The recommended setting for FLOWTHROUGH2_MULTIINVOICESDEFAULT is "MAIN/CURRENT/NEW". In this configuration, the invoicing logic will use the parent dues invoice if payment has not been applied, else it will use the most recent recipient invoice if payment has not been applied, else it will make a new invoice. The options MAIN, CURRENT, and NEW may be arranged in any order.
          • If it is necessary to allow users to add recipients to invoices that have had payments applied, the FLOWTHROUGH2_MULTIINVOICESDEFAULT setting maybe appended with "/ANY" (make sure to also set the DUES_FLOW2_RECIP_INV_BEHAVIOR CVO setting to "SUGGEST"). In this case, the system will suggest the correct invoice but will allow the user to choose any, regardless of payment status.

  • Email Blast Interface

    • When sending messages that support attachments, up to 3 attachments may now be included.

  • Email Editor

    • In the Uploads tab, users can now search for images by filename. This is a fuzzy search, so searching for "Logo" would return results like "Logo.png", "My_Logo.jpg", and "Logo_Green.gif".
    • Search masks are also supported to find all images of a given file type. For example, searching for "*.png" would return all PNG images.

  • Individual Notebook

    • The "Address Congressional District" (ADDRCONGRESSDISTRICT) field is now editable in the baseline layout.
    • On the Dues/Subs/Don Tab, a new CVO setting DUES_CURRENT_LOOKBACK has been added to indicate how many days to look back when determining which records should be included when the "Current" filter is selected (the default value is 366).

  • Invoice Item Notebook

    • The "Auto Supp. Qty" (AUTOSUPPQTY) and "Auto Supplement?" (AUTOSUPPLEMENT) fields are now editable on posted invoice items.

  • Memberships List

    • Added the ability to save lists and view saved lists.

  • Org Memberships List

    • Added the ability to save lists and view saved lists.

  • Organization Notebook

    • Dues/Sub/Don Tab
      • The records in the list are now grouped so that parent/child dues are shown together. The grouping can be toggled on/off using the "Toggle Grouping" button.
      • A new CVO setting DUES_CURRENT_LOOKBACK has been added to indicate how many days to look back when determining which records should be included when the "Current" filter is selected (the default value is 366).

  • Pay Now Email Interface

    • The default "Pay Now" email template has been updated with improved cosmetics and a clickable activity button for accessing the invoice payment page.

  • Payment Batch Notebook

    • "Company CD" is now a required field.

  • Reference Tables

    • Added the "Data Snapshot Setup" reference table.
    • Added the "Extended Properties" reference table.

  • Subscriptions List

    • Added the ability to save lists and view saved lists.

  • Subscription Type Notebook

    • Added "Convert To" (CONVERTTOSUBNAME) to the available fields bank.

Bug Fixes

  • Optimized performance for invoice lists.
  • Fixed issue where table questions were not visible when previewing a survey via the "View Survey" feature.
  • Fixed issue where the controls of dashboard pivot tables were not visible when using the dark theme.
  • Fixed issue where "Subscription ID" was missing as an option in the search by dropdown in the Dues/Sub/Don list.
  • Fixed layout issue in floorplan editor that could occur when new booths are added through the editor activity button.
  • Fixed issue where the "Featured?" checkbox on the product notebook (UDEF2TXT) could not be remapped to other field types in the notebook editor.
  • Fixed issue where the "A registration already exists for this user" prompt would show when trying to create a registration for a user whose existing registration was cancelled.
  • Fixed issue where the text in email templates previewed using the "View Template" button in the email templates list was not selectable for copying and pasting.