Release Notes 03-01-2021 to 03-31-2021

Thanks for reading! These are our release notes from March 1, 20201 through March 31, 2021.

Platform-Wide

💡 New

• Custom fields now appear in the data dictionary
• When you're viewing criteria in the Query Engine, it will now show you the group name if the field is a non-unique name
• Snapshots of previous configurations are now captured prior to doing a data import rollback and, after the reimport, you can restore that snapshot from its 360 screen. This can be found under Security + Settings, under "Config Snapshots"
• When setting rules (Special Prices, Eligibility, etc), using date fields in the criteria now allows users to select a date using a date picker

🛠 Fixed

• Values populate properly when trying to constrain acceptable values for custom fields
• When posting payments, the customer and product names will be saved to the payment
• When querying organizational contacts by role, you can now select the role
• When adding a custom field to a form you can now choose to make it optional in the console even when it is required for the portal

CRM

🛠 Fixed

• The "alternate" preferred address type has been removed to avoid any confusion
• When electing to move a potential duplicate contact to the ignored list, an error was occurring
• When merging contacts, chapter and section membership history is now included

Finance + Billing

🛠 Fixed

• Subledger entry totals correspond correctly with the debit and credit totals
• You can now successfully apply credit or debit memos to an invoice with a discounted order
• When creating a payment, you can overpay the amount in order to create a credit
• You can now apply payments to all items on an invoice even if it includes discounts (negative amounts)

Membership + Committees

💡 New

• Rhythm now supports lifetime memberships that never expire
• When editing memberships in the console, you can now administratively select any package regardless of the eligibility rules set on the package
• The portal no longer shows membership types in the join or renew processes unless they have at least one package defined
• When viewing a Chapter or Section 360 screen, the member count is now clickable and will bring you to a list of members for that chapter or section

🛠 Fixed

• You can now successfully give renewal pricing to lapsed members in the reinstatement period
• Multi-select picklists on membership forms now behave properly
• Billing runs will no longer pick up flowdown/assigned memberships
• Billing Run Reminders are properly sent to organization contacts for organizational memberships
• When a termination date is set on a membership, the system will no longer advance it by an additional year
• When completing a membership application with custom fields, an error was occurring

Orders + Inventory

💡 New

• When editing a product, you can now copy special pricing configuration from another product
• Merge fields for Order, Ship to Contact, and Ship to Organization are now available for invoices
• When processing an order in the console, you can now select any bank account as the destination account for the payment
• On all checkout processes, you can now determine if you want the portal to allow/require a contact to supply a PO number, reference number, or billing address
• On merchandise details screens you now have a summary of sales data including the number of purchases, a list of purchases, and the total of all purchases
• You can now find merchandise that either does or does not, have an image from the merchandise search
• Merchandise images are now returned with merchandise search results

🛠 Fixed

• At checkout, the option to apply store credit to the order will appear if there is a credit available
• Shipping configuration properly calculates shipping costs when dependent on order weight
• When using a custom field in a price calculation formula, the system will calculate the price correctly
• When a user selects "send me an invoice/pay later" in the portal, a field to enter the PO number now appears
• You can now cancel orders that include discounts (negative amounts)
• Special instructions for orders are now visible to users while checking out

Meetings + Shows

💡 New

• When setting up an event registration process, you can enter in custom confirmation HTML. When enabled, this HTML will appear on the confirmation page at the end of the process.
• When creating a registration, you users can add a new contact or organization that is not in the system at the same time.
• Event registration queries now include information about add-ons

🛠 Fixed

• Inactive registration types will no longer appear in the registration process

Certifications + Courses

💡 New

• On-demand courses will now appear at the top of the course catalog
• In the portal when viewing "My Courses," users will see the offering date of each course

Sponsorships

💡 New

• On the sponsor details screen you can now see the sponsorship status and any balance due

Documents + Papers

💡 New

• You can now search for documents across all file cabinets

• Personal query libraries are now visible in file cabinets

Portals + Microsites

🛠 Fixed

• Custom components appear under "Platform Components" in the page editor