November 2021 Release Notes

Platform-Wide

💡 New

• Every activity in the system will now be tracked, with the ability to be reported on
• When a data import is currently in progress the system will now display a banner notification to let users know
• When creating confirmation emails, merge fields are organized based on record type, making it easier to browse and select the fields that you want to use in the email

🛠 Fixed

• Help text for custom fields appear on all applicable forms
• Portal pages load without error
• Payment Account merge field is now properly pulling information
• Members can no longer bypass required fields through brute force clicking 
• The manage console user list properly displays all available users in the system for the association

Contacts + Organizations

💡 New

• From Organization 360, users have the ability to merge 2 organization records
• Support for a built-in gender pronouns field associated with contact records

🛠 Fixed

• Fixed an issue where source contacts still show in searches after successfully completing contact merge
• Searching for contact records no longer produce errors
• Support to save contacts after editing their profile in the console
• Contacts are now properly redirected to complete registration after account verification
• Fixed errors associated with processing a contact merge
• Solved an issue on Organization 360 where the organization contacts list would not populate successfully with large quantities of contacts 
• Updating contact roles no longer results in a locked error
• On Contact 360, the company name and job title were moved to different lines

Financials + Billing

🛠 Fixed

• Fixed an error that occurred when attempting to close a fiscal period in partial status
• Fixed an issue where financial reports were receiving an 'abended' error
• Ability to view organization payment in the portal
• Corrected an issue where credits were not rounding properly, causing batch posting errors
• Fixed an issue where batches were getting an 'unknown error' message during posting
• Legacy invoices can now be viewed within the portal
• The financial overview in the portal shows accurate totals of balances
• NetSuite template updated to support batch downloads
• Taxes are properly populating in the portal when completing a purchase
• Refunds now process successfully when using the order cancellation function
• Contact store credits are no longer being used by purchases associated with their organization

Membership + Committees

💡 New

• Custom fields now show up on membership applications 360
• Membership Type added to the contact/organization badges on the 360 screens
• Support for Chapter Administration, allowing users to set permissions that allow chapter leaders to perform administrative functions in the portal
• Parent Organizations added to the committee query

🛠 Fixed

• Proper dates are filled in applicable fields when running a billing run
• Committee queries now return accurate results when executed
• Fixed an issue where membership dates were not properly updating after orders are successfully processed
• Fixed an issue where editing memberships resulted in an error

Meeting + Shows

💡 New

• Added the ability to hide event function fees in the portal
• Support for global speakers, which allow you to track speaker profiles outside of an event
• Registrants are able to edit their event registrations in the portal, up until a specified deadline date
• Support for registrant directories, which are configured specifically for each event

🛠 Fixed

• Event registrations are now properly brought over when contact records are merged
• Changing an event name no longer produces errors
• Fixed an error associated with event registration
• The browse events section of the portal now properly shows long-running events
• Cloning a microsite event now processes successfully
• Guest registrations now show the names of guests when completing a registration order

Sponsorships + Benefits

🛠 Fixed

• Sponsorship opportunities were intermittently being associated with the wrong order line item
• For multi-business unit setups, sponsorship opportunities orders are properly assigned to the correct default business unit at checkout

Certifications

💡 New

• Exam offering and course offerings can now be queried in the console
• Ability to set registration eligibility requirements on exam and course offerings
• Ability to support multiple exams and course certification application requirements
• Support for custom fields that can be associated with certification programs
• Support for including contact and organization fields to certification application queries
• Ability to use the missing requirements merge field when configuring certification email templates
• Support for exam and course merge fields when configuring certification application emails 
• Support for training providers and training location merge fields when configuring the course registration confirmation email
• Support for training merge fields when configuring exam registration emails 

Orders + Inventory

💡 New

• Support for showing variant pricing for different products within the online store, without the customer having to go to the cart to see it.
• When configuring coupons, you can define a maximum discount amount. This means that no matter way, the discounts generated by the coupon will not exceed the amount specified.

🛠 Fixed

• Error preventing users from proceeding with an order without a payment
• Orders process successfully when using both coupons and credits
• Store credits are no longer automatically applied when completing orders
• Merchandise no longer creates inventory SKU errors
• Inventory adjustments are submitted without error