Skip to content

v1.33.01

This release introduces flexible per-document access control, enabling staff to manage who can view documents on the member website with options ranging from public access to relationship-based permissions. The user notebook has been enhanced with a new "Link Employee" workflow, an inactive user release prompt, and a "Reset Home Dashboard" activity button. Additional updates include improved self-check-in kiosk functionality with registration search support, new ADA Other and Dietary Other fields in the registration form and notebook, and expanded field options across event lists and organization notebooks.

New Features

  • Document Access Control
    • This optional feature provides flexible per-document access control options ranging from simple public/member-only settings to sophisticated relationship-based permissions. Implementation requires configuration changes in both CV Online and your member website. The member website must be running CV Web 5 or have updated web services that support document access control.
      • The document notebook now includes a "Website Document Access" section with a new "Access Level" dropdown field. This field lets staff control who can access the document on the member website.
      • For new documents, the default access level is set to "No website access, staff only". Staff can manually select a basic access level like "Document owner only" or "Logged-in users only", or select "Advanced access" to make selections based on the document type.
      • For complete details on using document access control, see the Document Access Control Guide

Updates

  • Company Notebook

    • Added the "Other Info" field to the field bank in the notebook editor.

  • Email Blast Interface

    • When key field encryption is configured on the member website, users will now automatically see additional merge field options to allow for the insertion of encrypted values for use in website links. CV Transaction Manager 3.1.1.0 or greater is required for this feature.

  • Event Function Notebook

    • Attendees Tab
      • Added new "Attended" filter to quickly filter the list to those who attended the function.
      • Added the "Bucket" list actions to allow the addition of attendee records to the bucket.
      • For more information, see the Functions guide.
    • Added the "Is Taxable?" field to the field bank in the notebook editor.

  • Event List

    • Added the fields "Sponsor Type", "Sponsor ID", "Committee/Group CD", "Online Event (Webinar)", "Web Template", "Online Event ID", "Online Event Host", "Location Name", "Meeting Room", "UDEF2TXT", "UDEF3TXT", "UDEF4TXT", "UDEF5TXT", "UDEF6TXT", "UDEF7TXT", "UDEF8TXT", "UDEF9TXT", "CEU1QTY", "CEU2QTY", "CEU3QTY", "CEU4QTY", "CEU5QTY", "CEU6QTY", "Max Attendees", "Speaker/Trainer", and "Featured?" to the field bank.

  • Event Notebook

    • Updated the "Scan Kiosk QR Code" activity to include a registration search option. Staff can now check in attendees either through the existing QR code scan or by searching for their registration.
      • For more information, see the Self-check-in guide.

  • Individual Notebook

    • Web Login History Tab
      • Updated the list to include an entry when staff manually unlock a user's web account using the "Unlock Web Account" button.

  • Journey Notebook

    • When adding a cancellation kickoff action, users are now prompted to remove the "delete unsent emails if triggering record is cancelled" option to ensure email delivery.

  • Login as User

    • Added new LOGINASUSER_MULTI_MMC_CHECK CVO setting. This works in conjunction with the LOGINASUSER_MULTI CVO setting to filter the list of available sites shown during "Login as User" based on both the active user's allowed companies list and the target individual's multi-company membership.

  • Organization Notebook

    • Added the "Member Options" field to the field bank of the Contacts list.

  • Registration Form

    • Added new "ADA Other" and "Dietary Other" fields. These fields will show when the option "OTHER" is selected in the "ADA Access" or the "Dietary Needs" field of the registration form to allow the staff member to enter a text response.
      • For more information, see the Events guide.

  • Registration Notebook

    • Added new "ADA Other" and "Dietary Other" fields. These fields will be populated by the member registering when the option "OTHER" is selected in the "ADA Access" or the "Dietary Needs" field of the registration form.
      • For more information, see the Events guide.

  • Self-check-in Kiosk

    • Improved the kiosk check-in experience for kiosks that support both QR code scanning and registration search. The check-in screen now starts in QR code mode, with a link at the bottom that attendees can use to search for their registration if needed.
    • For more information, see the Self-check-in guide.

  • User Notebook

    • The "Employee" field is now read-only. A new "Link Employee" button has been added next to the field to allow linking to either an existing or new employee record. When linking to a new employee, the record can be created in place without having to leave the user notebook, create the employee record separately, and return to complete the link.
    • When a user is marked as inactive (the "Active" checkbox is unchecked), a prompt will appear after saving to confirm whether the linked employee should be marked as released, with the option to specify the release date.
    • Added a "Reset Home Dashboard" activity button to allow resetting a user's home dashboard to either the default layout or a copy of another user's layout.
      • When resetting to the default layout, the user's role default layout will be used if one exists; otherwise, the layout defined by the DASHBOARD_DEFAULT_STATE CVO setting will be used.

Bug Fixes

  • Fixed an issue where the "Edit Note" tab could open automatically when the entity had no existing note while the NOTE_AUTOSHOW setting was enabled.
  • Fixed an issue where text area fields did not display at the correct height in Firefox.

Updated Documentation

  • Managing Duplicates Guide

CV Web 5 Baseline

  • The CV Web 5 baseline has been updated with new features and fixes.
  • Depending on your member website configuration, additional configuration may be required to activate these enhancements in your environment.
  • For complete details, see the release notes on the Euclid support website.