October 2021 Release Notes

Platform-Wide

💡 New

• Add date/time merge fields to all merge fields

🛠 Fixed

• Directories should are now set to private and need to be explicitly set to public
• Fixed a password reset issue

Contacts + Organizations

💡 New

• When contacts are automatically created as part of guest registration, we will show that on contact 360
• Support for organization name's in lieu of a linked organization ID
• Support for Contact Directories
• Support for Organization Directories
• An issue with imported contacts not showing in the contacts query

🛠 Fixed

• Changes to key contact roles now save properly
• Contact Activities query returns significantly fewer results than expected
• CRM organization type form settings are not being respected in the console
• Organization name not showing in the quick search

Finance + Billing

💡 New

• Ability to adjust unposted invoices with unposted related transactions
• Ability to query across all products without G/L information
• Show Organization and Parent Organization Addresses when selecting a billing address

🛠 Fixed

• Invoices not Available to Members in Portal

Membership + Committees

💡 New

• Ability to preview ID card templates
• Support for membership certificates

🛠 Fixed

• Committee query error
• Error when loading Other Settings in the Membership Setup when no settings have been defined
• Committees are showing up in the query results that do not exist within the system, when you attempt to click on the committee you are met with an error message
• When flow down is disabled and maintenance tasks run, records are not updated that were associated with the organizations whose memberships flowed down.
• The membership edit screen is not loading from the Membership 360 screen 
• Unable to edit manually created memberships
• When adding inventory to a product, an error message occurs
• Membership queries are not showing the right section information

Meetings + Shows

💡 New

• Ability to transfer registrations
• Support for event registration certificates

🛠 Fixed

• Fixed a Facebook Auth0 error

Certification

💡 New

• Support for time zones in course offerings
• Support for eligibility/grandfather restrictions on certification application processes
• Support for Pass/Fail Letters
• Support for Certification Directories
• Support for Credit Type Restriction
• Support for Program Level Number Assignment
• Support for Certification Certificates

🛠 Fixed

• Exam/course registration custom fields not showing

Orders + Inventory

🛠 Fixed

• When an order item has a description, there is no way to see it in checkout/order 360
• Users not being charged tax in the portal