Platform
š” NEW
- Weāve improved the UI in the form builder so itās easier than ever to add a Table for custom fields in any app.
š FIXES
- An error was preventing users from importing Committee data using the Custom Data Task tool. This has been resolved.
Contacts + Organizations
š” NEW
- Support for tasks has been added, helping you manage your workflows more efficiently. Check out this article to begin using this new feature today.
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Added the āNumberā field to the Manage Organization Contacts screen for better record tracking.
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You can now prevent contacts from being created or updated with a duplicate email address.
- Weāve also added the ability to pull events, courses, and committees into Contact committee queries.
š FIXES
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Fixed a typo in the address field help text on contact forms.
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Resolved an issue where multiple last names on contact records were incorrectly saved as middle names.
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Duplicate console records are no longer created when signing up through the portal.
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The āCopy ID to Clipboardā function now correctly copies the current contact ID under all conditions.
Finance + Billing
š FIXES
- The NetSuite template now correctly displays the order number during batch downloads.
- Credit cards are no longer authorized when merchant accounts are in debug mode.
- The āBill Me/Pay Laterā fields now properly hide the Check/Reference # field when it shouldnāt be displayed.
- Resolved an issue where batches could not be posted due to a missing accounting project defined on the product.
Membership + Committees
š FIXES
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The Membership Historical Snapshot for December has been restored.
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Member lists on Chapter and Section 360 screens are now displaying accurate data.
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The Membership Snapshot is now showing correct results.
Meetings + Shows
š” NEW
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Managing event registrations just got easier! Registrants can now cancel their event registrations directly through the portal. To set this up, navigate to a specific event's Registration Settings and enable cancellation in the portal, determining the self-cancellation policy. Remember - you can also set a cancellation fee under Finance Settings in the Registration Settings options.
š FIXES
- Canceling a registration add-on now correctly adjusts the registration quantity.
Sponsorships
š” NEW
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Weāve added support for Custom Record Actions. Advanced customers can now define specific actions on records, like generating a marketing agreement PDF for sponsorships, directly through System ā Custom Record Actions. This feature allows for tailored actions that meet hyper-specific association needs.
š FIXES
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Fixed an issue where bundling a sponsorship displayed the opportunity as $0 in the application purchase.
Certifications
š FIXES
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Certification application pre-fill functionality now respects imported fields that meet the criteria.
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Fixed an issue where HTML elements were appearing in the confirmation email merge field for coupons.
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You can now save Course Offerings without needing to fill the instructor field.
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Errors when updating certification application requirements have been resolved.
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Added support for multiple instructors within a course as part of a contractual enhancement, offering more flexibility for course management.
Accreditations
š” NEW
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When adding team members to a visit, the Assignment field is now a multi-select picklist, with the ability to add custom values.
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Weāve moved the Candidates KPI from the Accreditations overview page to the Team Candidates page for easier access.
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Added a āReturn to Site Visitā button after adding team members to a visit, streamlining navigation.
š FIXES
- Fixes related to removing a contact from an organization now ensure that team candidates remain correctly assigned.
- Once removed, team candidates can now be added to another organizationās team list without issues.
- The āCreate Site Visitā feature now auto-fills the visit name as expected.
- Fixed an issue where removing a contact from an organization who is also a team candidate incorrectly removed all team candidates from the organizationās accreditation record.
- The āremoveā button from the Team Candidate portal page is now gone, simplifying the interface.
Orders + Inventory
š FIXES
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You can now apply retroactive coupons without encountering errors.
Awards + Nominations
š FIXES
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Applicant Notice Emails are now sent to the individual who submitted a reference as intended.
Portals + Microsites
š FIXES
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Resolved a silent error that was preventing the auto-copy of HTML markup in the Inject Components portal feature.
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Fixed an issue where Accreditation portal pages were missing when installing the Accreditation portal feature.
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Fixed a page loading error when accessing portal pages.
Queries
š FIXES
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You can now successfully query on a list of numbers.
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Membership Historical Snapshot results now match the membership query results as expected.
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