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Release Notes

  • 3 min read

v1.31.00

Several new features including Invoice Bulk Billing, enabling users to add products to multiple invoices simultaneously with various customization options, and a requirement for state values for specific countries. Updates include enhancements to the checkout interface, document notebook, and various tools like Find Duplicate Individuals and Organizations. Bug fixes address issues such as the inability to open individual notebooks for records with apostrophes in the Web ID field. Additionally, access to certain reference tables is now restricted to System Admins and Financial Admins, and the photo manager now supports adding help text indicating image usage on the public website.

  • 3 min read

v1.30.07

In the Certification, Chapter, Committee, and Event Notebooks, new features like the ability to add buckets, email chapter officers, and manage floorplans with added functionalities have been introduced. Additionally, improvements include adding new fields to lists and notebooks, such as join and term dates for chapters and organizations, and sponsor details in committee member history. Bug fixes address issues like cosmetic problems in the interface's theme and duplicates in event booth lists.

  • 6 min read

v1.30.06

The revamped Event Floorplan functionality, offering improved options for creating and copying floorplans with enhanced numbering capabilities. Additionally, the Event Wait List feature has been updated to allow for multiple selections and includes new options for managing waitlisted registrations. Other updates include changes to Action Item behavior in the Notebook, enhancements to the Certification Transfer Credits feature, and improvements to list interfaces for easier navigation. Bug fixes address issues such as display problems in the new theme and functionality errors in dashboard views. Overall, these updates aim to enhance user experience and functionality within ClearVantage.

  • 3 min read

v1.30.05

The ability to embed custom dashboards directly into various notebooks, such as individual, organization, event, product, committee, and chapter notebooks. These dashboards can display filtered data for the active entity and are shared across user roles. Additionally, updates include the option to generate exhibit floorplans directly in CV Online, new activity buttons like "Update Mem Terms" in the Committee Notebook, and improvements to list interfaces for easier searching. Bug fixes address issues such as dropdown value population and email template styling. Overall, these updates enhance usability and functionality across ClearVantage modules.

  • 3 min read

v1.30.04

The addition of activity buttons like "Delete Award" in the Award Notebook, "Refresh" and "Edit Note" in the Committee Notebook, and "Add to Cart" in the Individual and Organization Notebooks' Invoices Tab for selecting and adding multiple invoices to the cart at once. Additionally, the Invoice List now includes an "Invoice Age" Quick Find search option and an "Age (In Days)" column to display invoice age, providing more comprehensive filtering and sorting capabilities. Bug fixes address issues such as notebook editor functionality and erroneous details in refund payments, ensuring a smoother user experience overall.

  • 4 min read

v1.30.03

The recent ClearVantage update introduces several enhancements and new features aimed at improving usability, data management, and functionality. Notably, all notebook history tabs now display a count of active records, replacing the previous checkmark indicator. An optional data integrity check before saving has been implemented to prevent data loss due to simultaneous updates. The Committee Notebook now includes the "Representing" field in various tabs for improved organization representation. Additionally, the Data Export Interface now supports exporting "More UDF" profile fields. Various improvements have been made to specific notebooks, including the Event Notebook, Individual Notebook, and Survey Notebook, with added functionality and options for customization. Bug fixes address issues such as data modification in the Event Notebook and unexpected behavior in form fields, ensuring a smoother user experience overall.

  • 6 min read

v1.30.02

A new Material Design-based theme for CV Online, a revamped context menu for efficient tab management, and the ability to bulk bill subscriptions for individuals. Updates to the Action Item Notebook provide better clarity and management of request and response texts, while the Email Blast interface now requires valid domains for email delivery. Improved invoice management, including the addition of a "Send Report Email" button and reordering of price fields, enhances billing processes. Security measures include a new setting to disable spellcheck for sensitive notes, addressing potential security risks. These updates collectively aim to streamline workflows, enhance data visibility, and bolster platform security for ClearVantage users.

  • 3 min read

v1.30.01

The latest ClearVantage update introduces several enhancements and bug fixes across various modules. The Abstract Notebook now includes Abstract Review surveys in the Surveys tab, with updates to historical records. Other notebook enhancements include the addition of the notebook editor for Abstract Group and Abstract Topic notebooks. The Advertising Orders List now features "Issues" as a list column and an export field, with "Included in Issue" added to the Quick Find. New features like the ability to link and unlink invoices have been added to the Master Certification Notebook. Bug fixes address issues such as cart display not updating in the checkout interface and invalid values being accepted in CHAPTERCD/COMITTEECD fields. Additionally, fixes have been made to issues with invoice generation and order fulfillment.

  • 4 min read

v1.30.00

Improvements to the Abstract Document Notebook, Action Item Notebook, and Individual List, with added features like creating invoices directly from action items and streamlined document management. New functionalities such as taxonomy tagging for action items and support for abstract links in table views have been introduced. Bug fixes address issues related to transaction processing and payment void behavior to ensure smoother operations within the system.

  • 3 min read

v1.29.08

Updates include the addition of new columns and activity buttons, support for system reports in multiple notebooks, and improved functionality for discounts during checkout. New features such as integrated documentation and help resources, certification type web profile editing, and abstract document management have been introduced. Bug fixes address issues related to action route details and error handling.