Release Notes 10-01-2024 to 10-31-2024

Platform-Wide

🛠Fixed

• We've fixed an issue that was causing errors when you tried to mass-update addresses with postal codes. Now, you can update multiple addresses smoothly and without any hiccups.
• We've fixed a bug that was letting users access areas beyond their permission levels. Now, permissions work properly, ensuring everyone sees only what they're supposed to.
• Users can now create a portal account using their LinkedIn credentials without any issues.

Finance + Billing

🛠Fixed

• We've fixed an issue that was causing some images in invoice emails to appear as broken. Now, images will display correctly, thanks to an update that ensures file names are formatted properly behind the scenes.
• Custom address fields now work seamlessly in payment receipt templates. You can use merge fields to pull in custom address data, just as expected.
• We’ve made several updates to financial batch posting to improve reliability and ensure a smoother experience for everyone.
• ACH payments are now fully supported through the public payment link.
• We've added a preview button for statement template emails in the console, so you can easily review your messages before sending.
• Receipts for split payments are here! Previously, if someone split a payment during checkout, they'd only receive an order confirmation email. Now, each payment method used will generate its own receipt, ensuring clear and accurate documentation for every transaction.

Orders + Inventory

🛠Fixed

• We’ve fixed an issue where some event registration orders incorrectly displayed as open even after they were paid. Now, order statuses will update accurately to reflect payment.
• We've resolved an issue that was preventing products from being shipped due to a COGS error. You can now ship products without any problems.
• Need to split a payment with “Invoice Me” as the primary method? Now you can! We've resolved the error, so paying in parts—including a pay-later option—works smoothly.

Membership + Committees

🛠Fixed

• We’ve resolved an issue that was preventing Membership Snapshot queries from running. You can now execute these queries smoothly and get the membership snapshots you need.
• We’ve fixed an issue where members were receiving the wrong email when their membership was activated upon staff review. Now, members will get the activation email as expected.
• Chapter Type filters are back in action! The Chapter Roster query now returns results properly when filtered by Chapter Type, so finding the right members is easier than ever.
• The Chapter Roster in the portal now displays all your members—no one’s left out. Managing your chapter just got a whole lot simpler.
• Revenue splits are now playing by the rules! Fixed amounts on revenue splits are correctly deferred and divided over the membership term, ensuring everything lines up perfectly for each fiscal period.

Meetings + Shows

🛠Fixed

• Selecting contacts for group registrations is easier than ever. Now, registrants can browse their full organization's contact list, making it simple to add exactly who they need.

Awards + Nominations

🛠Fixed

• Drafting an award nomination and need to take a break? Now, when portal users click the "Save & Return Later" button in the award nomination form,  every field will be saved properly, keeping their work safe until they’re ready to come back.
• Award applications are now editable in the portal when the option is enabled. Your members can make updates smoothly, giving them more control over their submissions.
• We’ve smoothed out the error that was popping up when viewing or editing award applications in the portal. 

Certifications

🛠Fixed

• Need to tweak certification activities? Now you can! Association staff can edit custom fields on certification activities submitted by certified professionals right in the console. More flexibility for you, smoother experience for everyone.
• Editing certification application fees works as expected—the merchant account routing field is now visible, allowing you to save merchant accounts smoothly.
• Certification applications now appear on the organization's certification 360 screen as they should. Staff can easily view all applications associated with an organization right where they expect them.
• We've fixed the issue where organization certification applications were appearing twice for submitters on their "My Applications" page. Now, each application shows up just once, making it easier to keep track of your submissions.

Courses + Credits

🛠Fixed

• When non-members purchase a bundled membership package during course registration, they'll now receive their memberships as expected.

Accreditations

🛠Fixed

• Now, when you remove a contact from an organization list—even with both program checkboxes enabled—only that specific contact is removed. Your team candidates will stay put, just as you'd expect.
• Clicking “Accreditation Reviews” in the console now opens the Reviews dashboard correctly, so you can access your accreditation reviews without any hassle.

Portals + Microsites

🛠Fixed

• Custom field values are back where they belong! When you add custom fields to HTML in a custom portal component, they'll now display correctly in the portal—no more surprises.