Platform
đź› FIXES
- Certain dropdown menus throughout the system were appearing with transparent backgrounds making the options illegible. You know what they say about menus - they’re most helpful when you can read them.
- Oops – there was a typo in the system referring to an error with a credit card's “CCV” not being entered. It now says “CVV” as expected.
- Table custom field values appear on 360 screens by default – but they were not appearing on configured 360 screens. This is now fixed.
Contacts + Organizations
đź› FIXES
- Just because a contact isn’t tied to an organization doesn’t necessarily mean they don’t have a work address. We’ve cleaned up the issues that were preventing these manually-entered addresses from saving properly.
- International addresses pre-populated by Google Places were not populating accordingly in the address fields in Rhythm, causing an invalid error. These are now populating as expected - no matter where in the world the contact may be.
- We fixed some issues that caused the Contact Merge page to get a little crowded with overlapping boxes.
- When clicking the Merge Duplicate Contacts option from the Contact Options dropdown menu on a Contact 360 Screen, users were having to click through multiple times to get to the Merge Duplicates Control Center. One click is enough, don’t you think? We do, too.
- When merging records, you should have the ability to change the master record’s number ID. Something was getting in the way of that happening, so we got rid of it. Change number IDs whenever you need to.
- The Contact Social Lookup form component is an important one - it’s how Rhythm knows which contact to associate to a process. But just because it’s important doesn’t mean the screen should jump to where it appears on the page. After some fine-tuning, the page loads normally now and the Contact Social Lookup will wait its turn, no matter where it is on the form.
- Thanks to a few tweaks, the Login Count under the Security tab on a Contact 360 Screen is accurate, matching global call-outs.
- Similar to the above, the Last Portal Login Date was not refreshing as expected. It is now!
Finance + Billing
đź› FIXES
- The Fiscal Year Subledger Entry Detail by Batch and Transaction report should show all entries for a given year. The problem? The report wasn’t showing anything after January 5th. This has been fixed.
- Month-End Close reports for January were stuck on January 5th, too. The report now shows all transactions processed in the month of January.
- Some transactions that were processed through an order didn’t make it to our partner payment gateways. We fixed this issue and retroactively corrected the orders that failed to transact.
- There’s a lot you can do from a Refund details page, but emailing an invoice shouldn’t be one of them. So, we removed that action from the options dropdown menu.
- Audit logs track changes made to records and configurations. The problem? The audit logs for invoice templates weren’t keeping track of edits. They are now.
Membership + Committees
đź’ˇ New
- We added something special to the portal for your members that have chosen to automatically renew. A banner will now appear above their Membership Overview reminding them of the automatic renewal and the card they have on file. Even better? There’s a link to change the card right from the banner. There’s nothing you need to do to add this to your portal - it’s now a part of our built-in Membership Overview portal component.
- Extra, extra! Read all about it! There’s a new merge field available for Billing Run Notices - Recipient. Use this merge field to ensure that each billing run notice email will address the correct recipient in the email.
- More on merge fields - we added a merge field called Membership Type for Membership Activation Emails so you can display membership types in your email copy.
đź› Fixed
- Organizational members with flow down benefits expect all of their associated contacts to receive benefits - including any new contacts that are added. We addressed the problem that was preventing that from happening.
- An error stood between users and saving a Membership Package whenever purchase eligibility settings were enabled. We squashed that bug.
- Section dues were having a similar problem with purchasing eligibility settings, so we fixed that, too.
- Testing special pricing rules in the Membership Package setup was causing some problems, so we straightened those out.
- Membership Change Fees were unable to save when purchasing eligibility rules were enabled. This is now fixed.
- We fixed a problem where alerts on a member record in the console did not, in fact, alert the user with a pop-up or banner. Honestly, it had *one* job. It now performs that job.
- Speaking of alerts, alerts on committee records were not saving properly. We fixed these, too.
- One more thing about alerts - committee alerts are now popping up on-screen and prompting acknowledgment by the user as expected.
- The Chapter Options dropdown menu on a Chapter 360 screen had a bit of a typo. Instead of saying “Edit Chapter Info,” the option read “Edit Contact Info” which didn’t make any sense. We tidied that up!
- Chapter Dues Products that were set to inactive were still appearing under the Chapter Dues Products tab on the Chapter 360 Screen - not anymore!
- Section dues were showing the new member price during the reinstatement process which just wasn’t right. Reinstated members will now see the correct amount in checkout!
- When configuring a Membership Directory, you have the option to enable rule-based directory constraints. When users were using the Expiration Date field with an exact or relative date, the directory wouldn’t save. We’ve sorted that out and it works as expected now.
- Console users outside of the U.S. were running into a problem when making changes to a membership record - differences in timezone kept changing the membership expiration date. We know this shouldn’t happen and are glad to say it won’t anymore.
- Some membership queries with more than 25 results weren’t fully displaying. That wasn’t helping anyone, so we took care of it.
- The Expired Members Receiving Benefits KPI and the corresponding query were not reflecting the same results. Now they have matching, accurate results.
Meetings + Shows
đź’ˇ New
- All good things must come to an end - even your events, sessions, and functions. Adding a start date to a session or function now automatically adjusts the end date to one hour it starts! With events, the end date auto-populates to 5 days after the start date. These can be changed depending on the length of your session, function, or event!
- Keep exclusive events exclusive by limiting the number of function tickets someone can purchase. You’ll find this setting under the Purchase Restrictions section when creating or editing a function.
- If you’ve been wanting to include documents for sessions, well, now you can! Portal users are now able to view and download documents when viewing a session and presenters are able to upload documents to a session-specific folder.
- We added a field to session and abstract queries – Session Tracks! You can now see what track each session belongs to inside of these queries.
- When querying on exhibitor and exhibitor contracts – you can now output booth names!
- Abstract queries now have the ability to see co-authors inline in the query.
đź› Fixed
- We discovered that under specific circumstances (more specifically, when Purchase Eligibility Rules were enabled), users couldn’t save an Event Registration Package or Function Fees. You should no longer encounter that problem.
- When trying to add multiple pricing discounts to group registration tiers, users were running into problems. Problems are meant to be solved, so we took care of it.
- Event registration forms were allowing users to skip to the final page of the form without completing the previous pages. That’s worse than skipping to the last page of a book, so we locked that page down until the rest of the form has been completed. No spoilers!
- There are a lot of configuration details we bring over when you clone an event, but some things need to be left behind - like capacity and waitlist settings. The capacity was resetting to 1 which was preventing anyone else from registering for the event. That would be one lonely attendee, so we made a change. From now on, you will need to configure any capacity and waitlist settings for a cloned event.
- When creating a new Change Fee in global Registration setup, G/L values are saving as they should.
- We fixed another issue that was causing trouble whenever someone tried to create a Registration Change Fee.
- When a user attempts to use multiple coupons on an order, they’ll no longer run into an error.
- We all have to make tough decisions sometimes - that includes your event attendees. From now on, they will have to choose between two sessions that have a scheduling conflict before moving forward with the registration form.
- No matter what country your attendee calls home, it will now show up properly on their event badge proof.
- When an attendee adds a membership package to their event registration, Rhythm tells them how much they save on the cost of registration by becoming a member. The problem? The total savings was showing the incorrect amount. With the help of a calculator (and a few lines of code), we’re showing the correct savings amount again.
- Organizations that should’ve been able to use an event registration coupon based on eligibility criteria weren’t able to do so. We took care of that so people can use coupons to their heart’s content - or to the maximum number you allow.
- The View Coupon button on an event Coupon Code 360 screen was incorrectly routing users to the global Coupon 360 Screen – it should take users to the Coupon screen within its corresponding event.
- After refreshing the Reviews Dashboard screen, the Expand All and Collapse All buttons were not performing their correct functions – they are now!
- When an event was hosted in the Australia/Sydney timezone, the sessions were saving as one day later than the date originally set for the session. Our team channeled our inner Doc Brown to fix the issue and get these sessions back to their own time.
- When someone on an event session waitlist has an Eligible to Register status, they should be able to register, but they couldn’t. That wasn’t helpful, so we fixed it.
- Override Checkout Settings weren’t automatically populating when enabled for Registration Processes. We explained what “automatically” means, so now those options are showing up as soon as the setting is enabled.
- In that same vein, the Override Checkout Settings are overriding general finance settings now. Y’know, like they should.
- When editing a function, the preconfigured date and time weren’t displaying. They are now.
- When using the Event Start Date merge field in a registration confirmation email, the formatting of the date and time wasn’t easy to read. We’ve tidied this up.
- When viewing an event in the console, the Meetings + Shows breadcrumb bar is now redirecting to the Events menu as expected.
- Eligible users were receiving an error message when eligibility criteria were set based on chapter type for registrations and that just wouldn’t do, so we fixed it.
- When setting eligibility criteria for a coupon, eligible users were still unable to use the coupon in the portal. They can now!
- Abstract Types once required an associated review process - not anymore.
- The Display in Portal option on Abstract Types is now working as expected.
- We allow users to assign customized Abstract Page Layouts for Reviewers under Abstract Review Settings. The problem? There was nowhere to configure the layout! Now you can set up Abstract Page Layouts under global Meetings + Shows Setup.
- Once we added that feature, we ran into another problem. The Abstract Page Layouts weren’t populating in the dropdown menu. We tidied that up, too.
- Users were unable to send previews of the abstract acceptance email, but you can now.
- Abstracts with a Confirmed status are now searchable in the event.
- Co-author information wasn’t saving properly when a submitter chose to save their submission and return to it later, but it is now!
- Whether they click the Save button or press the Enter key on their keyboard, exhibitors will be able to save changes made to their exhibitor bio.
- The Exhibitor Contacts by Role query was returning results on organization contacts, not exhibitor contacts which isn’t what it’s meant to do. That’s on us. It’s working as expected now.
- The Event Session Registrations query should show whether or not an attendee was signed up for a particular session, but it wasn’t. It is now.
- Manually-added session attendees were not appearing in the Session Registration query – they are now!
Certifications
đź’ˇ New
- A lot of interconnected activities go into a certification process, so there’s quite a bit to set up. To help, we added an interactive guide to help you through it - this can be found on the Certifications Setup Overview page in the console.
đź› Fixed
- We fixed an issue that prevented users from adding special pricing logic to a certification application’s configuration. Now you can get back to customizing those special prices.
- When purchasing eligibility was enabled for certification applications, fees weren’t saving as expected which isn’t helpful. So, we fixed it.
- We tinkered with the Browse Training Offering component that we use on the Course Catalog portal page. With a few updates, courses are now automatically sorted by date, with on-demand training at the top.
- A few of the KPIs in our Certifications app weren’t redirecting to the associated queries which was never part of the plan. Not to worry, the KPIs have since gotten their act together.
- When users were applying a credit to someone’s certification application in the console, they weren’t able to cancel the action - no matter how many times they clicked the Cancel button. Now, you only need to click the button once and it’ll work as expected.
Sponsorships
đź› FIXES
- An inactive sponsorship process shouldn’t appear in the portal - even if the “available in the portal” option is selected in the process settings. Inactive means inactive, after all.
Orders + Inventory
đź› FIXES
- Merchandise products weren’t saving properly when purchasing eligibility was turned on – this is now saving as expected.
- Online store orders with Bill My Organization as the selected payment method were not appearing on the organization’s Orders and Finance 360 Screens – they are now.
- Partial or incomplete addresses were accepted as valid when using the Use Other Address option for shipping in the portal online store. This isn’t very helpful if customers want to receive their shipment. Rhythm will now redirect users to add a valid address.
- Purchases queries kept getting stuck whenever users tried to set the query’s criteria. We got them unstuck.
- Users were unable to preview Merchandise queries, but you can now.
- Order statuses were not updating to Canceled after a user canceled them which just wouldn’t do. The status is updating as expected now.
- The merge field Electronic Credit Card/Checking Last 4 Digits was not returning any values on the order confirmation email template – this is fixed.
- The Electronic Payment Info – Card Type, Payment Method, and Electronic Payment Info – Card Expiration merge fields were not returning values in the order confirmation email template – these are all working properly now.
- Adding the Maximum Number of Uses Per Customer output field to a Coupon Codes query was producing an error – this is now fixed.
Documents + Papers
đź› FIXES
- The Overview page in the Documents + Papers app was creating confusion for users – this has been removed.
Career Center
đź› FIXES
- When navigating to a contact’s record from a job posting in the Career Center, the overview badges disappeared from the Contact 360 Screen. There is a time and place for vanishing acts, but Rhythm isn’t one of them.
Accreditations
đź’ˇ New
- We added a field to the Accreditation app to allow users to create their own Status Reason – giving them the ability to enter customized information and configure the status reasons that make sense for them! You can find these in Accreditations Setup under the Accreditations tab.
đź› FIXES
- When an organization had multiple accreditation applications, the one-click on the 360 Screen should direct users to the most recent application, but it wasn’t. This is now fixed!
Portals + Microsites
đź’ˇ New
- We added the Expiration Date format to the error message presented when the credit card expiration date has been entered incorrectly in the portal.
đź› FIXES
- Users were unable to reinstall the Awards portal feature due to an error – this is now working as expected!
Queries
đź› FIXES
- We fixed an error to allow the name of an output field to be changed and edited in queries.
- We renamed the Is In query criteria to be named Is In List for clarity.
- The Renewal Card Expiration output field was not pulling any results – it is now.
Integrations
đź’ˇ New
- We made an enhancement to the AWS Event Bridge integration that allows users to be notified any time contacts are merged or a contact is changed in any way within Rhythm.
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