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Release Notes

  • 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.

  • 3 min read

v1.29.07

Help Points and Tooltips throughout the application. Help Points, denoted by a light bulb icon, provide access to available help resources, including internal documentation. Tooltips, indicated by an "I" info icon, offer tips adjacent to form fields, with the option for users to add their own tips. Updates include the addition of "Save Bucket to List" functionality in the Bucket Interface, enhanced table view hyperlinks for documents in Dashboards, and updated activity button labels in the Event Notebook. Bug fixes address issues such as formatting errors in committee member names, malfunctioning inline activity buttons, and inconsistencies in updating item pricing on invoices.

  • 4 min read

v1.29.06

The Lockbox Check Import feature, enabling Financial Administrators to create payment records for checks received and processed by banks or third parties directly within ClearVantage. Records can be imported via CSV files or added manually, with validation and processing options to ensure accuracy. Other updates include the addition of the "Attached Documents" tab in the Abstract Document and Certification Notebooks for managing document records, warning messages for purchasing products outside the event notebook, spellcheck functionality in the Email Editor, and new available fields in various notebooks such as Age in the Individual Notebook and Accounting CD in the Invoice Adjustment Notebook. Bug fixes address issues related to event calendar filtering, saving list criteria, sorting action items, and handling product purchases without linked events.

  • 3 min read

v1.29.05

The Lockbox Check Import feature, enabling Financial Administrators to create payment records for checks received and processed by banks or third parties directly within ClearVantage. Records can be imported via CSV files or added manually, with validation and processing options to ensure accuracy. Other updates include the addition of the "Attached Documents" tab in the Abstract Document and Certification Notebooks for managing document records, warning messages for purchasing products outside the event notebook, spellcheck functionality in the Email Editor, and new available fields in various notebooks such as Age in the Individual Notebook and Accounting CD in the Invoice Adjustment Notebook. Bug fixes address issues related to event calendar filtering, saving list criteria, sorting action items, and handling product purchases without linked events.

  • 3 min read

v1.29.04

Users now have access to system reports directly from the Action Item Notebook, and the Campaign Notebook's Appeals Tab displays status descriptions instead of numbers for clarity. Customizable web profile tabs are introduced in the Certification Notebook, allowing users to personalize tab names. Updates to the Export for Accounting feature ensure that generated CSV files include unique identifiers to prevent overwriting previous exports. The Organization Notebook's Documents history tab now offers the option to display documents for individuals and subsidiaries, and staff can customize the layout of the "Find a Person" modal for linking contacts. Additionally, the Reporting Service is integrated into CV Online, eliminating the need for a separate web portal, and bug fixes address issues such as instability in Firefox when generating PDF reports and inaccuracies in the Action Items home screen gadget.

  • 3 min read

v1.29.03

The new list editor feature allows users to tailor displayed columns, column order, and titles across most notebook history tabs, providing increased flexibility in data presentation. Furthermore, the Master Certification List now includes a power query capability, empowering users to define query settings accessible in CV Online. Updates across modules such as the Campaign Notebook, Individual List, and Organization List offer additional layout customization options and improved filter defaults. Bug fixes address various issues, including errors in reference table editing and sorting problems on the committee member list, ensuring smoother operation and more accurate data handling within the ClearVantage platform.