This release introduces new features like bulk sending of "Pay Now" emails and a "Terminate Committee" function that brings convenience and automation to the process of closing a committee. Additionally, there are updates to the Email Editor with a new setting to disable AI features, enhanced export options for committees, and improvements to invoice management settings.
Recent updates include changes to the checkout interface to align cart behavior with CV desktop when the BILLALLTOORG setting is enabled, ensuring billing to the individual's organization if applicable. The Find Duplicates Interface has been revamped, now called "Manage Data for Individuals" and "Manage Data for Organizations," with new filters and renamed options for better data management. In the Chapter Notebook, a "Contact ID" field and a "Search Individuals" button have been added for easier chapter contact assignment. The Country reference table now includes "REGIONCD" and "REGIONCUSTOM" fields for specifying country regions. Additionally, a bug fix in the "Assign Recipients" interface ensures cancelled recipients are removed from lists and counts during the dues flowthrough process.
The "Pay Now" links feature allows users to send secure payment links via email for easier invoice processing. We've also made significant usability enhancements to the email blast interface, including a read-only template preview. Additionally, we've updated the HTML editor to enhance functionality and security.
The Email Template Editor now offers a better user experience and new functionalities, while legacy templates will be editable until June 1, 2024. Enhanced Documentation provides a redesigned interface with improved navigation and search capabilities. Updates include new filters and columns in the Dues/Sub/Don List, configurable required fields logic in the Dues Transaction Notebook, and the addition of a CC Additional Addresses field in the Email Blast Interface. Improvements to the Event Floorplan Builder and Event Notebook enhance usability and functionality, while bug fixes address issues such as incorrect field types and export failures.
The enhanced function comments feature allows users to collect information through text input, dropdowns, or checkboxes, with customization options for each event function. Integration with corresponding CV Web releases is required, potentially involving billable configuration work. Users can now manage function comment selections during event registration and view/edit them for existing registrations. Other updates encompass additional columns in various interfaces like Committee Lists and Notebooks, enhancements to the Email Blast and Committee interfaces, new fields in the Event Notebook, usability improvements in the Power Query Interface, updates to reference tables, and bug fixes addressing issues such as validation errors and display problems in multi-select fields.
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.
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.
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.
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.
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.