v1.31.07

This release brings valuable updates to enhance usability and efficiency. Reference Tables now support column filtering, enabling users to quickly narrow down data by applying specific criteria. The Email Blast Interface includes a new "Test Email" button, allowing users to send test messages to preview content before full blasts. Test emails replicate actual messages, including attachments and CCs, and are available for standard blasts from the individual list and notebook. In the Notebook Editor, "large number" formatting is now available for numeric fields, to allow display values with thousands separators (e.g., 1,000,000) for improved readability.

Updates

• Add Donation

  • Updated the "Appeal" dropdown to also exclude appeals that have a status of "Closed" or "Complete" or have an end date that has passed.

• Appeal Notebook

  • Added "View Campaign" inline activity button to baseline layout, alongside the "Campaign CD" field, allowing users to easily access the notebook for the parent campaign.

• Committee List and Notebook

  • Added change logging to the "Terminate Committee" action.

• Dues/Sub/Don Notebook

  • Added an "Invoice History" section to show records from the invoicesubhistory table that correspond to the dues record (section is hidden by default).

• Email Blast Interface

  • Added new APPEAL_COMBO_NO_DISCOUNTS CVO setting to filter the "Appeal CD" dropdown to exclude appeals that are marked as discounts (default N).
  • Added new "Test Email" button. This will allow users to send a test email to a selected individual in order to preview the message content. The email will be sent exactly as it would in the actual blast, including attachments and CC options. Note: This is only available for standard email blasts from the individual list and notebook.
    • For more information, please see the Marketing Guide.

• Individual Notebook

  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline list layout in the Payments tab.
  • Added new PW_CHANGE_90_SHOW CVO setting to determine whether the "Requires password change every 90 days" checkbox is visible when updating a web password for the member website (default Y).
  • Added new PW_CHANGE_NEXT_SHOW CVO setting to determine whether the "User must change password at next logon" checkbox is visible when updating a web password for the member website (default Y).

• Invoice Bulk Billing Interface

  • Added new APPEAL_COMBO_NO_DISCOUNTS CVO setting to filter the "Appeal CD" dropdown to exclude appeals that are marked as discounts (default N).

• Invoice Item Notebook

  • Added "Override Description?" (USEMANUALITEMDESFLG) as an available field. When the USEINVOICEITEMDESCSP system setting is turned on, this will prevent the edited description value from being overwritten by the custom value returned by the stored procedure.

• Marketing and Discounts List

  • Changed the default filter to "Active".

• Membership Renewals Interface

  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline list layout in the "Payments Created for Batch" list.

• Notebook Editor

  • Added new option to apply "large number" formatting to numeric fields. This will cause the value to be displayed with thousands separators (i.e. 1,000,000).
    • For more information, please see the Notebook Editor Guide.

• Organization Lookup Interface

  • Added "Org. Class" (ORGCLASSSTT) as an available column.

• Organization Notebook

  • Added new NOTEBOOK_ORG_MEGA_EXTRA CVO setting to determine whether to include an additional mega menu on the organization notebook with contents pulled from sp_CVOnline_GetURLLinks. The value provided in this setting will be the label for the menu button (if the setting is not set/empty, no menu button will appear).
  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline list layout in the Payments tab.
  • Added "Org. Class" (ORGCLASSSTT) as an available column in the Sub-orgs tab.

• Payment Batch Notebook

  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline list layout in the Payments tab.

• Payments List

  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline list layout.

• Payments Notebook

  • Added "Card Exp Date" (PAYMENTREFEXPDATE) to the baseline notebook layout.

• Reference Tables

  • In the "Ledger/Item CD Map (GLACCOUNTMAP)" reference table, the ITEMSOURCE field is now a dropdown and the full ITEMSOURCE description will be shown in the grid.
  • Added column filtering to all reference tables.
  • Added the "Dues Billing Groups (DUESRENEWALGROUP)" reference table.
    • For more information, please see the Reference Tables Guide.

• Subscription Type Notebook

  • Added a new field "Linked Com/Chp" (UDEF5TXT) that stores the committee or chapter that the subscription is associated with if the subscription record is of type Committee or Chapter. A button named "View Linked Com/Chp" was also added to open the linked committee or chapter if applicable.
    • For more information, please see the Subscriptions Guide.

Bug Fixes

• Fixed bug where the email recipient could inadvertently get changed in some scenarios when performing other actions in CVO while a "Personalized Email" tab is open.
• Fixed bug where a change log entry would not be created when sending a Pay Now link email in a bulk transaction.