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v1.33.02

This release introduces Payment Reversals, a new workflow for managing ACH returns, chargebacks, and NSF reversals that automatically offsets affected payments and updates related invoice and payment records. The Gadget Manager is also new, enabling staff to create, edit, duplicate, and live-preview dashboard gadgets within CV Online. Additional updates include Saved List Manager enhancements with a duplicate action, "Data Preview" tab, and new "Query Administrator" permission; expanded invoice filtering and deprecation of the "Bills Due" tab on Individual and Organization notebooks; a "Forgot Password" link on the login form; a configurable due date option when adding memberships and subscriptions to cart; and a new "Copy User" activity button on the User Notebook.

New Features

  • Payment Reversals

    • A Payment Reversals list has been added under the Financials menu. Payment reversals are financial transactions that offset earlier payments that ultimately did not result in received funds.
    • Three types of reversals are supported:
      • ACH Returns, which occur when a bank rejects an ACH transaction and the full payment must be reversed.
      • Chargebacks, which happen when a cardholder disputes a charge and the processor withdraws some or all of the original payment.
      • NSF (Non‑Sufficient Funds) reversals, which occur when someone pays by check but the bank rejects it because there are not enough funds in the account to cover the transaction.
    • Each reversal creates a corresponding reversing payment, updates related invoices and payment records, and captures status, fees, processor messages, and audit information, providing finance administrators with a unified workflow for managing reversals from both euclidPay and manual sources.
    • For euclidPay clients, the EUCLIDPAY_REVERSALS_MIN_DATE CV Online setting controls how far back euclidPay chargebacks and ACH returns are surfaced in the list based on the original payment date. It defaults to the feature's release date (5/5/2026).
    • For more information, see the Payment Reversals guide.

  • Gadget Manager

    • CV Online now supports management of dashboard gadgets through the Gadget Manager. Dashboard gadgets can be created, duplicated, and customized — including chart type, legend options, and other display settings — with a live preview available directly within the manager to reflect changes in real time. Users with the new "Query Administrator" permission are authorized to create new gadgets and modify the underlying queries. This permission is assigned on the User Notebook (see the User Notebook update below).
    • For more information, see the Dashboards guide.

Updates

  • Dues/Sub/Don Notebook

    • Added new CV Online setting NOTEBOOK_CANCELLED_FIELDS_READONLY (default Y). When enabled, the following fields will be disabled for cancelled dues: "Dues/Sub/Don" (SUBSCRIPTIONNAME), "Start Date" (STARTDATE), "End Date" (EXPIRATIONDATE), and "Amount" (PRICEAMT).

  • Event Notebook

    • Added "Last Reg. Time" to indicate the time registration closes on the date selected in the "Last Reg. Date" field.
      • For more information, see the Events guide.

  • Group Notebook

    • Added the "Eligible to Date" field to the "Members" list.

  • Individual Notebook

    • Updated the "Invoices" tab to include new filtering options at the top of the list.
      • The new CV Online setting, LIST_INV_FILTER_TYPE, can be used to change the default filter for the invoice list. By default, all invoices are shown.
    • The "Bills Due" tab has been deprecated. All related functionality is now available in the "Invoices" tab.
    • A column header tooltip has been added to clarify the "Message" column icon behavior on the "Emails" tab.

  • Invoice Notebook

    • The "Items and Payments" tab now indicates reversal payments with "Reversal" in the "Type" column.

  • Journey Notebook

    • The "Kickoffs" tab has been updated with separate columns distinguishing emails that were sent, are pending, or encountered a send error.

  • Login Form

    • Added "Forgot Password?" link to send a password reset email. This link will only be present if the CVONLINEURL system setting is populated.

  • Membership List and Subscription List

    • Added new CV Online setting, DUES_DUEDATE_SET (default N). When enabled, a "Due Date" field will show on the add to cart modal when adding a subscription or membership to the cart, which can be used to set the due date on the resulting subscription record and invoice. If suggestion rules are configured via the new DUES_DUEDATE_SUGGEST CV Online setting, a suggested default date will be pre-populated in the field. Otherwise, entering a date is required.
    • More information on the DUES_DUEDATE_SUGGEST options can be found under CV Online Settings.

  • Organization Notebook

    • Updated the "Invoices" tab to include new filtering options at the top of the list.
      • The new CV Online setting, LIST_INV_FILTER_TYPE, can be used to change the default filter for the invoice list. By default, all invoices are shown.
    • The "Bills Due" tab has been deprecated. All related functionality is now available in the "Invoices" tab.

  • Payment List

    • Added a new "Reversals" section to the quick find, allowing users to filter payments by reversal type and/or reversal status.
      • For more information, see the Payment Reversals guide.

  • Payment Notebook

    • The "Pmt. Amount" (PAYMENTAMT) field is now read-only. When the payment record is editable (not posted or processed), a new edit button will appear next to the field. This will prompt the user to update the payment amount and the applied amount for any invoices it has been applied to.
      • For more information, see the Payments guide.
    • Added a "Reversal Details" field to the baseline layout, displaying the reversal type and status with a link to the associated reversal record.
    • The "Invoices Applied To" and "Select invoice payment(s) to void" grids now include an info icon in the "Invoice" column displaying invoice item details on hover, and improved payee type indication in the "Payee ID" column.

  • Reference Tables

    • Added "Email History Retention Keywords" reference table.

  • Registration Notebook

    • The NOTEBOOK_CANCELLED_FIELDS_READONLY CV Online setting (see Dues/Sub/Don Notebook above) also applies to cancelled registrations. When enabled, the following fields will be disabled: "Price Category" (PRICETYPESTT) and "Price" (PRICEAMT).

  • Reports, Saved Lists, and Dashboard Gadgets

    • Reports, saved lists, and dashboard gadgets subscribed to a user group will now flow into CV Online and be available to all users who are members of that group.

  • Saved List Manager

    • Added a new list action to duplicate a saved list.
    • Added a "Data Preview" tab when updating saved lists, allowing users to view a limited preview of the query results.
    • A new user permission, "Query Administrator", is now available. Users with this permission can edit the underlying query for a saved list using the "Query" tab when updating a saved list. This permission also controls access to creating and modifying queries in the Gadget Manager.
    • For more information, see the Working with Lists guide.

  • Survey Notebook

    • The "County" field is now available when exporting data via the "Export Results" activity button.

  • User List

    • Added "Send Password Reset" activity to send a password reset email to the selected user. This button will only be available if the CVONLINEURL system setting is populated.
    • For more information, see the Users & Permissions guide.

  • User Notebook

    • Added a "Copy User" activity button to streamline creating users with the same permissions. If the original user has a saved home dashboard layout, it will be copied to the new user as well.
    • The "Query Administrator" field has been added to the available fields bank.
    • For more information, see the Users & Permissions guide.

Bug Fixes

  • Fixed an issue where special characters in individual names were not displayed correctly in exported files.
  • Fixed an issue where images uploaded to an existing individual's note or company logo did not have an owner name assigned.
  • Fixed an issue where custom invoice address labels were empty for an organization with no primary contact assigned.

Updated Documentation

  • Abstracts Guide
  • Awards Guide
  • Invoices Guide
  • Opportunities Guide
  • Refunds 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.