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v1.33.04

This release introduces SMS Communications, enabling SMS messaging throughout the application, and Submissions, a new module for creating customizable forms that support information collection, surveys, document uploads, and payment requirements. Journey enhancements include multi-company support and an expanded kickoff log with detailed entry information. Payment batch processing now supports automatic separation by payment method to simplify bank reconciliation, with configurable ACH cutoff times. User Groups now have a dedicated notebook for managing group membership, and the List Export interface includes a new "Manage" button for saved configurations. Additional updates include SMS opt-in functionality across events and registrations, Zoom account management through extended properties, the ability to change payees on non-invoiced registrations, and new SMS-related permissions for staff communication management.

New Features

  • SMS Communications
    • Added SMS messaging features throughout the application to allow for broadcast communications and two-way customer service conversations. Requires additional licensing and a separate Twilio account. Please contact your Euclid Support Analyst if you are interested in this functionality.
    • For more information, see the SMS Messaging guide.
  • Submissions
    • Create and manage customizable submission forms that support information collection, surveys, document uploads, and payment requirements. Flexible configuration options allow each form to be tailored to specific submission workflows and business needs.
    • For more information, see the Submissions guide.

Updates

  • Action Item Notebook

    • Added "Submitted?" (AWARDSUBMITTEDFLG) as a baseline column in the Awards tab.

  • Award Nominee/Recipient Notebook

    • Added "Submitted?" (AWARDSUBMITTEDFLG) field to the baseline layout.

  • Award Notebook

    • Added "Submitted?" (AWARDSUBMITTEDFLG) as a baseline column in the Nominees/Recipients tab.

  • Company Notebook

    • Extended Properties Tab
      • When adding a Zoom Account property, a dedicated entry form is provided for managing the associated Zoom credentials.

  • Event Notebook

    • Profile Tab
      • Added new "SMS Opt-in Enabled?" checkbox to control whether the event is eligible for SMS opt-in during registration.
      • Added "Online Event Account" (ONLINE_EVENT_ACCOUNT) as an available field in the field bank. This field allows staff to associate a configured online event account (i.e., Zoom) with an event.
        • When the EVT_NB_ONLINE_EVENT_ACCOUNT_COMPANY_FILTER CVO setting is enabled, available accounts are filtered to those associated with the event's company. Changing the company on an event will clear the selected online event account.
    • Registrations Tab
      • Added three optional columns to the registrations grid: "On Journey?", "Journey Emails Sent", and "Journey Emails Remaining". These columns are hidden by default and can be enabled using the list editor. They reflect journey kickoff activity for each registration and are populated when the MMC_JOURNEYS_FILTERED CVO setting is in use or when journey kickoffs have been triggered for the event.
      • Added "SMS Opt-in?" column to list editor to indicate registrants that have subscribed to SMS communications for the event.
      • Added "Send SMS Blast to Current List" option to the "List Actions" menu.
        • This option is only available for CV users with email blast permissions and only when the SMS_AVAILABLE CVO setting is enabled.
        • When selected, a modal window appears showing the currently displayed registration list filtered down to only those registrants who have subscribed to SMS communications for this event. Users can customize a message that may include merge fields and send that message to all applicable registrants displayed above with a total count. Messages can also be saved as a template for future reuse.
    • Create Registration
      • When creating an event registration, if the SMS_AVAILABLE CVO setting is enabled and "SMS Opt-in Enabled" is set for the event there will be a new checkbox to indicate whether the attendee subscribes to text message updates and notifications for the event. Adding this capability on the public website may require additional configuration; check with your web analyst to confirm.

  • Event Function Notebook

    • Attendees List
      • Added "SMS Opt-in?" column to list editor to indicate registrants that have subscribed to SMS communications for the event.
      • Added "Send SMS Blast to Current List" option to the "List Actions" menu. This performs similarly to the option available on the event notebook registration list.

  • Event Program Notebook

    • Added new "SMS Opt-in Enabled?" checkbox to control whether events for their program should be eligible for SMS opt-in during registration.

  • Event Registration Notebook

    • Users can now change the payee on non-invoiced registrations.

  • Individual List

    • Added "Send SMS Blast" activity button. Allows staff to select a message category, and then opens the SMS blast interface for the current list, filtered to show only individuals with a current active subscription to the selected message category.
      • Users can customize a message that may include merge fields and send that message to all applicable recipients displayed above with a total count. Messages can also be saved as a template for future reuse.
      • When sending SMS blasts to an individual list, users may use the "Insert Manage Subscriptions Link" button to insert a one-click access link that recipients can use to manage their SMS subscriptions on the public website without needing to log in.

  • Individual Notebook

    • Added "SMS Notification Preferences" display area and "Update SMS Notification Preference" inline activity button to available fields bank. These fields display an individual's current subscription settings and allow staff to update those preferences as needed.
    • Added "SMS" history tab showing the text messages sent to and received from the individual. Staff with "Send SMS Messages" permission can draft and send messages and will receive responses in real time.
    • Added "Submitted?" (AWARDSUBMITTEDFLG) as a baseline column in the Awards tab.

  • Journey Notebook

    • Added a "Company" field to the journey profile form. In multi-company environments with the MMC_JOURNEYS_FILTERED CVO setting enabled, journeys can be assigned to a specific company or set to apply to all companies using the _ALL option. This field is required when present. A "Company" column has also been added to the journey list.
      • This feature requires setup. For more information, please contact your Euclid Support Analyst.
    • Kickoff Log Tab
      • The kickoff log now shows additional detail for each entry: the kickoff event name, the type of record that triggered it, a link to open the source record directly, and the associated invoice number (where applicable) as a separate linked column.

  • List Export

    • Added a "Manage" button to the export UI to allow staff to manage saved export configurations.
    • In multi-company environments, saving an export configuration now includes a "Company CD" field to associate the configuration with a specific company, ensuring saved configurations are correctly filtered and visible based on company access.

  • Organization Notebook

    • Added "Submitted?" (AWARDSUBMITTEDFLG) as a baseline column in the Awards tab.

  • Payment Batches

    • Added support for automatically separating payment batches by payment method, allowing ACH/EFT payments to be assigned to a different batch from credit card payments to simplify bank reconciliation.
      • The WEBBATCHFORMAT system setting now supports a #BATCHCDTYPE replacement token, which resolves to the batch type code for the payment method used. For example, the default setting value (#USERCD-#COMPANYCD-#USBATCHCALCDATE) produces batch codes like BJONES-001-080726. Adding the new token (#USERCD-#COMPANYCD-#BATCHCDTYPE-#USBATCHCALCDATE) produces batch codes like BJONES-001-1-080726 and BJONES-001-2-080726, where 1 and 2 represent ACH and credit card payments, for example, based on the mappings configured in the "Payment Batch Types" and "Payment Methods" reference tables.
      • A new WEBBATCHACHCUTOFFTIMEFLG system setting has been added. When enabled, ACH/EFT payments entered after 7 PM CT will be assigned to the following day's payment batch.

  • Reference Tables

    • Extended Properties Reference Table
      • Added "Zoom Account" as a data type option. This data type is used to define Zoom accounts at the company level for use with the Zoom integration.
    • Payment Batch Types (BATCHCDTYPEREF)
      • Added new reference table for defining batch type codes used for separating payment batches by payment method. Baseline batch type codes covering common payment categories are pre-populated. This table is only accessible to system and financial administrators.
    • Payment Methods (PAYMENTMETHODREF)
      • Added "Batch CD Type" (BATCHCDTYPE) field to associate a payment method with a payment batch type. Standard payment methods are pre-mapped to the appropriate baseline batch type.
    • Added "SMS Subscription Categories" and "SMS Subscription Methods" tables

  • Registration Notebook

    • Added "SMS Notification Preference" to available field bank. When the SMS_AVAILABLE CVO setting is enabled, this will display the SMS preference collected from the individual during registration indicating whether they have consented to receive text message updates and notifications.
    • Added "Update SMS Notification Preference" to available field bank. When the SMS_AVAILABLE CVO setting is enabled, this will display an activity button to allow staff to update the SMS notification preference associated with the registration. Changes to the SMS notification preference will be recorded in the Change Log for the registration.
    • Added "SMS" history tab showing the text messages sent to and received from the individual. Staff with "Send SMS Messages" permission can draft and send messages and will receive responses in real time.

  • SMS Responses List

    • Added new interface in the "Processes" menu to allow staff to manage inbound SMS messages. Messages can be filtered to show conversational messages or system keywords, and the SMS conversation view can be launched to interact directly with an individual as needed.

  • Survey Question Notebook

    • Added the notebook editor.

  • Users & User Groups List

    • An icon column was added to clearly distinguish between user records and user group records. User records display the icon, while user group records display the icon.
    • The "Create User Group" activity button was added to create new user groups.
    • For more information, see the User and Permissions guide.

  • User Groups Notebook

    • User groups now have a dedicated notebook. The notebook lists the users assigned to the user group and provides functionality to manage user group membership.
    • For more information, see the User and Permissions guide.

  • User Notebook

    • Added new permissions under "Communication and Reporting Permissions":
      • "Send SMS Blasts" grants the ability to send broadcast communications on available list interfaces.
      • "Send SMS Messages" grants the ability to send single messages on the SMS conversation view for an individual.

Bug Fixes

  • Fixed bug where clicking on the column headers in the "Dues/Sub/Don" tab in the organization notebook would not trigger sorting.
  • Fixed bug where contacts of subsidiary organizations were not being included in the "Contacts" tab of the parent organization notebook.
  • Fixed bug where HTML display fields did not display tooltips.

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.