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v1.33.00

The release introduces improved interfaces for selecting companies and event functions, and new fields for ADA and dietary preferences in registration forms. Additionally, users can now cancel un-invoiced subscriptions and event registrations, and a new default priority setting for action items has been added.

Updates

  • Action Item Notebook

    • Added "Save & Close" button. When using this button, the tab will automatically close after saving the action item notebook.
    • Added ACTION_EVENT_LINKTYPE CVO setting to allow "Event" to be an option in the "Attached Transaction" section of the notebook.
    • Added ACTION_DEFAULT_PRIORITY CVO setting to specify a default priority value when adding new action items.

  • Action Lists List

    • Added status filter dropdown to the search bar. The new CVO setting LIST_ACTLISTS_FILTER_STATUS controls the default value for the status filter.

  • Batch Payment Processing

    • When bulk-processing unprocessed payments, from either the Payments list or the Membership Renewals screen, users can now choose to run the payment processor in the background. This allows them to continue working in the application while the process runs and helps avoid timeouts when processing large volumes of payments. A progress indicator will appear in the lower left corner, and the results will display once processing is finished.
      • This feature requires support setup. For more information, please contact your Euclid Support Analyst.

  • Company Notebook

    • Added "Image Uploads" as an available field in the fields bank. This field can be added to the company notebook layout to enable company-specific logo uploads that can be dynamically inserted into printed invoices and other documents (requires updated reports that are compatible with this feature).
      • The image uploads feature uses extended properties to store logo references, allowing multiple purpose-specific logos per company (e.g., invoice logo, sponsorship logo, etc.).
      • To use this feature:
        • Configure extended properties in the extended properties reference table with "Image Upload" as the data type. This new data type option has been added to support image upload fields.
        • Add the "Image Uploads" field to your company notebook layout using the Notebook Editor.
        • When image upload properties exist for a company and are active, an upload module will appear in the "Image Uploads" field for each property, allowing associated images to be managed independently.

  • Dues Notebook

    • Added the ability to cancel subscriptions that have not been invoiced.
      • When cancelling a flow-through subscription that has not been invoiced, only the parent subscription will be marked as cancelled. The child subscriptions will need to be cancelled separately. Your Euclid Support Analyst can bulk cancel the child subscriptions if needed.

  • Event Notebook

    • Registrations Tab
      • Added the ability to cancel registrations that have not been invoiced.
    • Functions Tab
      • The functions list will exclude child functions by default.
      • Added the "Child Functions Only" checkbox to show only the child functions for the event.

  • Event Price Notebook

    • Updated the interface for selecting included, allowed, and excluded functions for an event price to use a checkbox array instead of a multi-select dropdown. Selecting all functions can now be done by clicking the "Select All" button. When viewing functions, users can sort the options by code or name, and can filter to view only selected options.

  • Extended Properties Reference Table

    • Added "Image Upload" as a data type option when configuring extended properties. This data type enables image upload functionality in notebooks such as the company notebook.

  • Group List and Notebook

    • The "Member Count" will now show the count of all members rather than just active members.

  • Individual Notebook

    • Events Tab and Dues/Sub/Don Tab
      • Added the ability to cancel registrations and subscriptions that have not been invoiced.
    • View Status Details Activity Button
      • Added "Org ID" (ORGCD) and "Organization" (ORGNAME) as available fields in the list and notebook editors.

  • Membership List and Subscription List

    • When adding a flow-through subscription to the cart, a new "Flow-through Max Recipients" field will be present in the add to cart modal to allow users to override the default number of max recipients. The default number will either be what's configured on the subscription record or what's calculated by the dues schedule rules if "Calculated Dues?" is enabled for that subscription.

  • Organization Notebook

    • Events Tab and Dues/Sub/Don Tab
      • Added the ability to cancel registrations and subscriptions that have not been invoiced.

  • Payments List

    • Process Payments Activity Button
      • The list of batches to choose from has been updated to only show batches with unprocessed payments and to include a count of how many unprocessed payments are in each batch.

  • Registration Form

    • Improved the registration form function list to display indicators showing which functions are automatically included in the selected price type.
    • Added a new option to the function list to show functions which are hidden from the web registration form for the selected price type.

  • Registration Notebook

    • Added the ability to cancel registrations that have not been invoiced.

  • User Notebook

    • Updated the interface for selecting companies for a user to use a checkbox array instead of a multi-select dropdown. Selecting all companies can now be done by clicking the "Select All" button. When viewing companies, users can sort the options by code or name, and can filter to view only selected options.

  • User Roles Reference Table

    • Added a "Duplicate" button to allow duplicating a role. Duplicating a role will copy over the associated notebook layouts to the new role.

Bug Fixes

  • Fixed an issue preventing the opportunity notebook from opening for organizations with names containing an apostrophe.
  • Fixed an issue where using the "Close Tabs to the Right" option would also close tabs that had been moved to the left of the selected tab after rearranging.
  • Fixed bug where users would have to click the settings tool twice on modal notebooks to open the notebook editor.
  • Fixed an issue where the update user and timestamp were not set when cancelling invoiced subscriptions.

Updated Documentation

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.