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Release Notes

  • 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.

  • 3 min read

v1.29.02

The new list editor interface, which allows users to customize primary lists by renaming, resizing, reordering, hiding, or locking columns, as well as renaming, reordering, and hiding list activity buttons. Role administrators can now configure lists for other user roles without needing to log in as a user with that role type, streamlining list configuration management. Updates to dashboards include added table view hyperlinks for event functions and surveys, enhancing navigation within the platform. Additionally, improvements to the email editor now allow users to delete images from the image gallery. Bug fixes address issues related to event creation, CV Online settings, committee notebook functionality, invoice creation, and event notebook fields, ensuring smoother operation of the platform. Overall, these updates enhance customization options, streamline workflows, and resolve existing issues within ClearVantage.

  • 6 min read

v1.29.01

The Invoice Adjustments functionality, enabling users to adjust invoice balances using predefined amounts, enhancing financial management. Another significant feature is the Course Provider Invoicing, facilitating the invoicing of course providers for various fees while maintaining a link between invoices and courses. Updates include enhancements to several notebooks, such as the Chapter, Event, and Master Certification notebooks, introducing new functionalities like change logging and improved editing capabilities. Bug fixes address issues ranging from table view errors to alignment problems, ensuring a smoother user experience. Overall, these updates enhance functionality, streamline processes, and address usability issues within ClearVantage.

  • 3 min read

v1.29.00

The addition of a "Surveys" dropdown in the Award Notebook, enhancing accessibility to survey-related data. In the Chapter Notebook, improvements such as displaying the full chapter name and adding GPA and Points columns contribute to better organization management, particularly with the MULTICHAPTER setting enabled. Additionally, enhancements to the Customer Notebook, Dues/Sub/Don Notebook, and Dropdowns offer increased functionality and efficiency. Bug fixes address issues related to report subscriptions, booth notebook loading, and tool selection, ensuring smoother user experiences. These updates collectively enhance usability and streamline operations within ClearVantage.

  • 5 min read

v1.28.09

The Email Editor, now under Processes and renamed to Email Templates, where users can efficiently manage templates with activities like Add, Edit, View, Duplicate, and Delete Template. A new spellchecker improves editing by highlighting errors and providing suggestions. Additional improvements include better functionality in the Award Nominee/Recipient Notebook, such as added fields and improved tab queries, and enhancements to Dashboards, enabling features like exporting data as CSV and displaying colored indicators. Bug fixes address issues like merging duplicate records and saving certain item sources correctly, collectively improving user experience and system functionality.

  • 6 min read

v1.28.08

An "Add a Shipping Fee" option in the Checkout Interface, a new "Delete Nominee" button in the Award Notebook, and enhanced functionality for managing campaigns and discounts. The Customer Notebook now offers customizable status color-coding options, and the Donation List has been renamed to "Donation Funds" for clarity. The Email Batch Manager receives several updates, such as improved permissions, the ability to save email templates, and enhanced recipient list functionality. Additionally, numerous bug fixes address issues like preview image population, QuickLetter sending from lists, and field selection in modal windows. These updates collectively aim to streamline workflows, enhance user experience, and improve overall system performance.

  • 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.