v1.32.03

This release introduces a new Transfer Registration feature, allowing users to move cancelled registrations to another event with a streamlined workflow and audit trail. Enhancements across various modules include email history tracking for individuals, action item support for committee members, and improvements to the event cancellation process to support linked dues and invoices.

New Features

• Transfer Registration
  • Added the ability to transfer a registration from one event to another. Only registrations that have been invoiced and cancelled can be transferred. This option is only available for clients using CVWeb 5 templates in ClearVantage (with the EVT_REG_USE_CVWEB5 CVO system setting enabled).
  • For more information see the Events guide.

Updates

• Abstract Notebook

  • New CVO system settings, TXTLBL_ABSTRACT_SING and TXTLBL_ABSTRACT_PLUR, have been added to allow changing the word "Abstract" and "Abstracts" in labels on the Abstracts module. The titles "Submissions" and "Submission" will be used for the tabs and form titles when the TXTLBL_ABSTRACT_SING settings is set to a value other than than "Abstract".
  • For more information see the Abstracts guide.

• Action Item Notebook

  • Added "Committee Member" as an option in the "Transaction Type" field. This will allow action items to be attached to a committee member record which provides flexibility to track and manage actions and documents associated with committee members, such as an onboarding checklist, application documents, and more.

• Committee Member Notebook

  • Added "Add Action" activity button. This will open the action item notebook and set the "Transaction Type", under the section "Attached Transaction", as "Committee Member" with the committee member ID set automatically as the transaction ID so that the newly created action item will be linked to the active committee member notebook.
  • Added "Action History" notebook group to list the actions items related to the committee member.
  • Added "Dues/Subs/Dons" as an available tab. It shows a list of the dues, subscription, and donation records that are linked to committee member and the committee.

• Dues/Sub/Don List

  • The "Bill Frequency" field was added to the Dues/Subs/Dons quick find search.
  • Added "Category", "Billing Group", "Bill Frequency", "Paid Date", "Acknowledged?", and "Acknowledged Date" columns to the baseline list layout.

• Event Cancel Registration UI

  • Added a "Review linked dues/subs/dons for cancellation?" checkbox to determine whether to open any linked dues/sub/don records after cancelling the registration so that they can be reviewed and cancelled as needed. This will only be available when cancelling a registration with linked dues.
  • Added a "Review registration invoice to process refunds?" checkbox to determine wether to open the registration invoice after cancelling to review payments and process refunds as needed. This will only be available when cancelling a paid registration. It replaces the existing "An invoice exists for this registration, would you like to view the invoice?" prompt that would be displayed after cancelling a paid registration.
  • For more information see the Events guide.

• Event Program Notebook

  • Updated the "Cancel Fee" field to support both flat fee and percentage based cancellation fees to match the event notebook.

• Individual List

  • Power Query
    • Added "Zip Code" as an option under the "Sort by" dropdowns.

• Individual Notebook

  • Added the "Emails" history tab. This tab shows a record of select past and upcoming email communications for the active individual.
    • Requires configuration of the KEEPEMAILHISTORY=Y CV system setting, along with updated versions of CV Transaction Manager and the CV Web Objects. Please coordinate with your support analyst to enable this feature. Only emails generated after the configuration has been enabled will appear on the history tab.
    • Emails that will appear on the history tab include:
      • Email blasts and single emails sent through the email blast interface.
      • Invoice emails sent through the "Email Invoice" feature.
      • Confirmation emails generated through the member website.
    • When reviewing emails, past messages may be previewed or downloaded, and messages scheduled for the future may be deleted.
    • For more information see the Marketing guide.
  • Events Tab
    • Added "Invoiced?" column to the baseline list layout.
    • Grouped all activity buttons together under an "Actions" menu to match the "Events" tab in the organization notebook.

• Invoice List

  • Added "Print All Invoices" activity button. When a compatible list report is configured in the INVOICEOVERRIDERPT_LIST CV system setting, this button will be visible and will allow users to print all of the invoices on the current list in a single transaction.
  • For more information see the Invoices guide.

• Organization List

  • Power Query
    • Added "Zip Code" as an option under the "Sort by" dropdowns.

• Organization Notebook

  • Events Tab
    • Added "Invoiced?" column to the baseline list layout.

• Product List

  • Added "Company CD" column to the baseline list layout.

• Product Notebook

  • Added "Authors" as an available tab. This tab shows a list of authors that are linked to the product and allows users to add/edit/delete authors as well as view the web profile from an author's individual notebook.
  • For more information see the Products guide.

• Reference Tables

  • Added "External Integration Users" table to allow staff to add or remove user access for certain third-party integrations.

• Registration Notebook

  • Related Registrations Tab
    • Added "Cancelled?" column to the baseline list layout.

• Subscription Type Notebook

  • Donation subscriptions can now be linked to a committee.

• User List

  • Improved the user list search to allow the quick find search to work independently of the predefined filter selected for the list when searching.

• User Notebook

  • Added the permission "No Action Item Delete" to prevent users from deleting action items.
  • For more information see the Users and Permissions guide.

Bug Fixes

• Fixed bug where the "Individuals Updated" list from the Membership Renewals UI would not display any results in some scenarios.
• Fixed bug where fields could not be dragged into the last section in the notebook editor.
• Fixed bug where the "Price Groups" tab would not show in the event notebook.
• Fixed bug where the tab counts would not show in the document, action item, and registration notebooks when the notebook first loaded.
• Fixed bug where clicking on the value in the "Activity Record" column in the Activity Timeline would not open the corresponding notebook for records with a name containing an apostrophe.
• Fixed bug where renaming and hiding tabs in the Committee Member notebook was not possible.
• Fixed bug where the "Booth Status" value was not being shown in the Booth list.
• Fixed bug where the mismatch cart alert was not showing up when configured for cases when an invoice was added to the cart first.
• Fixed bug where the "Billing Group" field in the quick search of the Dues/Sub/Don list was not working as intended.
• Fixed bug where the Event Price notebook would not open after being opened once before.