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Release Notes

  • 5 min read

v1.28.07

Users can now manage Interest on Lawyer Trust Accounts (IOLTA) through an intuitive interface in the Membership menu, alongside a new activity timeline in the Administration menu for tracking transactions. Improvements include entire-cart discounts and EZPay options in the Checkout Interface, a revamped tabbed layout for the Invoice Notebook with additional editing options, and a "Process Payments" feature in Membership Renewals to streamline payment processing. New reference tables for Bank ABA Codes and Payment Terms have been introduced, while the Survey Notebook now includes a setting to restrict access to viewing survey responses. Bug fixes address issues like missing functions in registration editing and duplicate entries in the "People Updated" grid post-membership renewal, ensuring smoother functionality and improved user experience.

  • 3 min read

v1.28.06

The Email Batch Manager tool under Processes, enabling users to manage past and upcoming email batches, preview batch emails, view recipient lists, and cancel scheduled batches. Updates encompass various enhancements such as the addition of new columns and fields in notebooks like Abstract Document List, Abstract Topics Notebook, and Employee Notebook. Additionally, improvements have been made to interfaces like the Event Calendar, Event List, and Email Blast Interface, with added functionality and updated displays. Bug fixes address issues such as inability to edit or delete payment methods in certain notebooks and screens.

  • 4 min read

v1.28.05

Per-column list filtering for primary lists, adding new fields and activity buttons to various notebooks, and supporting in-person credit card transactions with the MagneTek iDynamo 5 card reader in the Checkout Interface. Additionally, new tabs for saved payment accounts have been introduced in both the Individual and Organization Notebooks, and optional "EZPay renewals" have been added to the Membership Renewals Interface. Bug fixes address issues such as proper population of checkboxes and fields in various notebooks, addressing conflicts with search toggles, and correcting filtering inconsistencies in dropdown menus.

  • 2 min read

v1.28.04

Automating acknowledgment dates for donations, streamlining donation entry with optional buttons in the individual list, and adding fields like "Campaign CD" and "Appeal CD" to various forms for better data tracking. Additionally, improvements have been made to processes like membership deactivation and termination, with output messages for clarity. Bug fixes address issues such as non-editable booth notebooks for event administrators and functionality problems with fields like UDEF1TXT during organization duplicate merges.

  • 3 min read

v1.28.03

Enhancements to different functionalities such as adding inline email activities, providing options for conditional information in donation processing, and customization of payment receipt recipients. New features like installment invoices and cancelling job postings have been introduced, alongside bug fixes like proper filtering in multi-select tag fields and resolving errors related to event lists and discount displays. Additionally, improvements include options for refreshing notebooks and sending QuickLetters for registrations, while bug fixes address issues like missing data display in registration notebooks.