Release Notes 01-01-2025 to 01-31-2025

Platform

🛠 FIXES

• Members can once again filter by “cities serviced” in directories, making it easy to find the right contacts by location.
• Yes/No custom field labels now match the rest of the form for better readability.
• Added the ability to select which types of records to import when using Custom Data Tasks.

Contacts + Organizations

🛠 FIXES

• Organization contacts now load properly in the portal, ensuring a seamless management experience.
• Editing communication type preferences now works as expected—duplicate types no longer appear in the portal or console.
• Saving multi-select picklist values in contact forms now works as expected, ensuring a smooth experience when updating information.

Finance + Billing

🛠 FIXES

• Save. Pay. Done. Adding a bank account for payments in the portal now works as expected.
• All the details, right where they should be. Printed invoices now include product info without a hitch.
• Credit card fields now properly display on the payment screen in the console, allowing staff to process payments without interruption.
• Payments through public links process smoothly again.
• Cancelled means cancelled. Clicking a payment link for a cancelled invoice will now display the right status—no more mistaken “paid” messages.
• We made several improvements to Finance queries to ensure more complete and accurate results.

Membership + Committees

🛠 FIXES

• Updating payment information in the portal to add auto-renewal no longer removes payment tokens, ensuring members stay enrolled in auto-renewal.
• Group membership application processes now save properly when overrides are enabled.
• No more missing records. Membership affiliation changes that require approval will now appear in the console for review.
• You can now set the “sell for next month after” setting to 32 in Anniversary Expiration Options on a membership package, ensuring memberships purchased on the 31st don’t advance an extra month.
• If terms are off, they’re off. The portal will no longer display “No start date - No end date” when committee terms are disabled.
• Contact forms are back in place. Applicants will now see the configured contact form when completing a group membership application.
• We made several improvements to Membership queries to ensure more complete and accurate results.

Meetings + Shows

💡 NEW

• Exhibitor contacts can now be added during event registration, making the process more seamless from the start. No need to wait until after registration—just add them as you go. Check out this article to see how to add the component to your exhibitor registration form.
• Exhibitor categories are here! Configure categories in Meetings + Shows and assign them to exhibitors.

🛠 FIXES

• Exhibitor registration is back on track. Users can now complete booth registrations without issues.
• Clicking a guest registration link in the console now takes you to the correct record—just like it should.
• Event revenue reporting just got more reliable—the Event Revenue Summary now correctly reflects all purchases.
• Paid is paid. Event registration orders using “Pay Later” now update to completed once payment goes through.
• The abstracts review dashboard now loads correctly, displaying submitted and unsubmitted abstract reviews as expected.
• The Event Sponsors KPI popout now takes you to the right place—no more dead ends.
• No more mixed signals! Guest registrations now properly update to Cancelled without reopening paid orders.
• The Home button on portal integrated events now works as expected, taking users back to the event home page.
• We made several improvements to Events queries to ensure more complete and accurate results.

Accreditations

🛠 FIXES

• Click, download, done. Files from Accreditation custom fields now open properly instead of redirecting.

Orders + Inventory

🛠 FIXES

• No more detours. Clicking “Print Label” now brings up the shipping label without any hiccups.
• Pick a variant, place your order. Products with variant options can now be purchased without issue.
• We made several improvements to Orders + Inventory queries to ensure more complete and accurate results.

Fundraising + Gifts

💡 NEW

• Ensure compliance with donor acknowledgments. Some funds, foundations, and PACs require donors to accept terms before giving—whether for legal, tax, or eligibility reasons. Now, you can add a required acknowledgment checkbox or text selection to the donation process, ensuring donors confirm the necessary terms before completing their gift. Enable the Require Donor Acknowledgements setting on a Giving Process to take advantage fo this new feature.

🛠 FIXES

• Credit card fields now appear as expected on public payment pages, making checkout seamless.

Submissions + Reviews

💡 NEW

• Submissions just got more informative! You can now query membership details alongside submission data in the console.

🛠 FIXES

• Submission space IDs now display correctly—no more duplicated prefixes.
• No more mismatched numbers. Submissions Overview KPIs now display the right metrics for open and closed portal form spaces.

Portals + Microsites

💡 NEW

• Before, profile update forms had to be tied to a system process, meaning you couldn’t create separate, targeted forms for specific updates. Now, you can configure standalone profile update forms for contacts and organizations, asking only for the information you need—nothing more. If dues are based on job level, revenue, or location, members can quickly update that single field without wading through an entire form. Learn how to set this up by reading this article.

🛠 FIXES

• Make it bold, and it stays bold. The WYSIWYG editor now properly applies bold formatting on microsite pages.

Integrations

💡 NEW

• Who’s shipping? You decide. The shipper name on a UPS account is now configurable instead of defaulting to the tenant name, giving you more control over how it appears.
  
  

Rhythm Payments

💡 NEW

• Rhythm Payments received a few UI updates to improve usability and transaction clarity.