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v1.32.02

This release introduces enhancements across several notebooks, including expanded export and bucket functionality in the abstract and event modules, and improved web profile image uploads. Key updates also include improvements to events with additional options for applying programs, adding speakers, and handling substitutions.

Updates

  • Abstract Document Notebook

    • Survey Responses Tab
      • Added "Complete?" (ISCOMPLETEFLG) as a column in the baseline list layout.

  • Abstract Group Notebook

    • All Abstracts Tab
      • Added the "Bucket" toolbar button to allow adding all of the individuals in the list to the bucket.

  • Abstract Topic Notebook

    • Profile Tab
      • Added new activity buttons to make it easy to view and export data from linked surveys.
      • Added "Complete?" (ISCOMPLETEFLG) as an available field under "Export Data Survey" and "Export Review Survey".
    • Abstracts Tab
      • Added the "Bucket" toolbar button to allow adding all of the individuals in the list to the bucket.
    • Notebook Dashboards
      • Added "Custom Dashboard 1" through 3 in the notebook editor to allow configuration of notebook dashboards for the abstract topic notebook.

  • Donation "Add to Cart" Interface

    • Adjusted the Campaign and Appeal fields to only include active campaigns and appeals as possible values.

  • Event Notebook

    • Profile Tab
      • Added a button to the "Program" field to allow users to apply the defaults from the selected program.
    • Prices Tab
      • Added "Copy Prices from Program" activity button to allow users to copy over the prices defined on the event's program.
    • Registrations Tab
      • Updated the "Substitute Registration" activity confirmation prompt to include badge information for the new attendee with an option to open the registration notebook.
    • Speakers/Trainers Tab
      • Added "Add from Bucket" list action to the "Add" menu. This allows users to add all individuals in the bucket as speakers in a single transaction.
      • When adding speakers individually via the "Add" action, the Speaker notebook will be opened with the individual search open by default and users will be prompted with the option to add additional speakers after each transaction.
      • For more information see the Events guide.
    • Web Profiles
      • When editing any event web profile, images may be uploaded from the user's computer using the new "Upload from computer" tool available on the editor toolbar in the picture tool menu. Uploaded images will be attached to the event and appear in the Documents tab with the "Web Profile Image" document type.

  • Event Program List

    • Added "Program Type" (PROGRAMTYPESTT) as a column in the baseline list layout.

  • Event Program Notebook

    • Updated the baseline layout to feature the most commonly used fields.
    • Added "Refresh" and "Edit Layout" activity buttons.
    • Added "View Events" activity button to allow users to see which event the program has been applied to.

  • Individual Notebook

    • Added "Send QuickLetter" as a baseline activity button.
    • Surveys Tab
      • Added "Complete?" (ISCOMPLETEFLG) as a column in the baseline list layout.

  • Membership Renewals

    • Past Billings Tab
      • Made the following changes to the list columns:
        • Renamed "EZPay Payment Count" to "EZPay Payments" and updated the logic to ensure only EZPay payments are included in the count.
        • Renamed "EZPay Unprocessed Count" to "Unprocessed Payments (Unpaid Dues)".
        • Renamed EZPay Decline Count" to "Declined Payments (Unpaid Dues)".
        • Added new "EZPay Unprocessed Payments" column with updated logic to ensure only EZPay payments are included in the count.
        • Added new "EZPay Declined Payments" column with updated logic to ensure only EZPay payments are included in the count.
        • Updated the tooltips on the five columns mentioned above to clarify the data shown.

  • Multifactor Authentication (MFA/2FA)

    • Added new MFA_EMAIL_SUBJECT CVO setting, which will set the subject of the MFA/2FA verification code email.

  • Order Fulfillment List

    • Added new ORDERFILL_INV_STT CVO setting, which contains a comma-separated list of Order Status values, to determine which invoices to include in the list (default: O).

  • Reference Tables Interface

    • Added "Abstract Topics" reference table.

  • Sticky Notes

    • Sticky notes throughout CVO are now visible to 'read only' users.

  • Survey Notebook

    • Added "Complete?" (ISCOMPLETEFLG) as an available field under "Export Results".
    • View Responses
      • Responses by Individual Tab
        • Added "Complete?" (ISCOMPLETEFLG) as a column in the baseline list layout.

Bug Fixes

  • Fixed issue where "Clear All" would not properly reset the NOT criteria on the power query interface.
  • Fixed the age calculation in the individual notebook to take into account the individual's deceased date if applicable.
  • Fixed bug where a success message would show when deleting an event program that's been applied to events, even though the event program wasn't actually deleted.

Updated Documentation