Release Notes 08-01-2024 to 08-30-2024

Accreditations

💡 NEW

• We’ve added a “Mark Approve” button on the Accreditation team candidates page in the portal, making it easier for administrators to approve candidates.

🛠 FIXES

• Admins can now successfully change a candidate’s status on the Manage Team Candidates page – no more roadblocks!
• We fixed an issue with Accreditation Notice merge fields that weren’t returning the right info in the email notices. Everything should work smoothly now.

Awards & Nominations

💡 NEW

• You can now notify nominators via email when their award nomination is received – keeping everyone in the loop!

🛠 FIXES

• The “subject required” error when previewing award nomination notification emails has been fixed./li
• Award eligibility rules and logic now save properly during the configuration process.
• Payments for award applications will now be applied correctly when fees are paid at purchase time.

Career Center

🛠 FIXES

• We’ve fixed layout issues on certification reviewer pages so all fields display correctly.
• Certification statuses manually set to “approved” will stay put and no longer revert due to audit log issues.
• Multi-select picklist values in Special Pricing Rules have learned how to save properly. No more disappearing acts!
• Certification application invoices now display purchased products and amounts correctly.
• We made minor improvements to the Certifications app for a better user experience.

Contacts & Organizations

💡 NEW

• New contacts, new possibilities! When someone creates an account, you can now send them exactly where you want—like the 'Become a Member' page or any other spot in your portal. No more automatic redirects to the homepage. The choice is yours! To set this up, navigate to the CRM → Setup → Settings and check the box to send new contacts to a specific portal route.

🛠 FIXES

• We fixed an issue where contact credentials were getting mixed up with suffixes during edits.
• The “Manage Organization Contacts” feature is now showing up as expected in the portal.
• Inactive organizations are staying where they belong—off the selection list when they shouldn’t be available!
• Login data for contacts now shows up correctly in queries, matching what’s on their Contact 360 profile under the Security tab. All synced up and good to go!

Documents & Papers

🛠 FIXES

• Bulk-selecting document files is working again in the Documents app.

Finance & Billing

💡 NEW

• We’ve added the ability to delete legacy credits, cleaning up those old financial records.
• Credit views now display additional metrics, giving you more insights for better tracking.
• Next Fiscal Year generation is now automatic if it hasn’t been created yet.

🛠 FIXES

• Inline bundled purchase receipts now reflect all line items correctly.
• We fixed several installment plans and batch posting issues to ensure smoother processing.

Fundraising & Gifts

🛠 FIXES

• Fundraising Pledge 360 screen callouts now update when payments are made.
• The confirmation email for fundraising donations will now be sent even when purchased with a membership order.
• We made minor improvements to the Fundraising app for a better user experience.

Integrations

🛠 FIXES

• We weren’t properly filtering event registrations before sending them to Cadmium Events which was causing timeouts. Now everything sends smoothly, with no delays.

Meetings & Shows

💡 NEW

• You’ve got more control now! Co-authors won’t automatically become speakers during session generation, so you decide who takes the stage.

🛠 FIXES

• Registration updates with coupons now go through smoothly—no more errors getting in the way!
• Several issues related to guest registrations and event capacities have been resolved.
• Signing up for a portal account from an integrated portal event now correctly redirects users to the event registration process.

Membership & Committees

🛠 FIXES

• Membership directories are back and accessible without errors.
• We’ve resolved issues around group membership renewals, expiration dates, and confirmation emails.

Orders & Inventory

🛠 FIXES

• Fixes to order cancellations, refunds, and shipping processes ensure that everything works as expected – no more doubling up on refund amounts or incorrect order statuses.

Platform

💡 NEW

• Added support for custom expressions in page transition rules for more flexible workflows.

Queries

💡 NEW

• Added AR GL account code and name to payment line item queries for more detailed financial tracking.

🛠 FIXES

• Running abstract and registration queries in the console is working as expected now.

Rhythm Payments

🛠 FIXES

• Credit card authorization pings are now correctly sent to the assigned Payrix account for the business unit.
• Payrix instant authorization no longer leaves a $1 authorization on credit cards.