December 2021 Release Notes
Platform-Wide
π‘ New
- New ability to create expressions that can perform date-specific functions
π Fixed
- Address Line 3 now populates in the invoice template
- Custom fields now appear alphabetically when the "sort this list alphabetically" is enabled.
- Portal preview button now properly shows a preview of the portal page that is being configured
- Portal pages now inherit text formatting
- Yes/No custom fields will now enforce being required on a form
- Typo when deleting folders in the Portals and Microsites application
- Fixed an error where audit logs would not load
Contacts + Organizations
π‘ New
- Ability to sort and search through an organizations contact list within the portal
- When viewing an organization 360 screen, the organization contacts tab now supports the ability to search/filter based on name
π Fixed
- Contact profile pictures in the portal render properly when loaded
- Users are no longer met with a blank box when updating an organizationβs logo in the portal
- Fixed/updated text associated with portal signup
- Close button properly redirects the user to the contact and organization application after a merge has been completed
- Universal search should no longer show merged contacts that no longer exist
- Fixed an issue where contact roles are not loading when editing contacts
- The change password link will now lead users to the password change process
Financials and Billing
π‘ New
- Payment method options are updated to match both batch assignment rules and order checkout
- Select all verbiage added to make a payment screen in the portal
- Ability to enable and disable credit card payments in the portal
π Fixed
- Fixed an error that occurred when viewing specific batches
- Fixed an issue where credit card information was not being saved when attempting to complete a payment
- Fixed an issue where fields with organization billing information were not showing up on payment receipts
- When manually creating an invoice in the console the system will now properly assign to a batch based on rules set
- Fixed an error that would occur when adjusting a pro form invoice
- Fixed an error that occurred when associating GL codes to change fees
- Fixed an error where the order date is showing incorrectly in the portal
- Fixed an issue where certain invoices would not load
- Fixed issues with posing batches
- Refund receipt billing address merge fields are now populating addresses properly
Memberships + Committees
π‘ New
- When configuring the membership application process you can set up the eligibility criteria
π Fixed
- Memberships applications are now properly updated after canceling the associated order
- Queries for current committee members are now correctly returning active committee members
- Auto-renewal functionality can now be updated with new information
- Changes to the billing run template save when prompted
- Last day selection on billing run configuration properly executes the billing run on the last day of the month
- You can now properly edit membership applications after they have been submitted
- When requiring approval for changing a membership the change will not execute prior to approval process
- Updated the auto-renewal portal language and you can now update/cancel auto-renewal payment information
- All committee fields are now available in the membership committee query
Meetings + Shows
π‘ New
- Support for Abstract Submissions associated with events
- Support for Group Registration associated with events
- You can now allow events to be visible in the portal past the event end date
π Fixed
- When modifying registrations in the portal, adding/removing sessions is now properly saving
- Fixed errors associated with cloning events
- Corrected a typo associated with sessions and speakers
- Fixed an issue where viewing a registration from query results was not opening properly
- Fixed an issue where draft registrations were being crated with active registrations
- Fixed an issue where sessions merge fields were not populating on confirmation emails
- When registering for an event sessions line items are added to the order
- Fixed an issue where recently run saved queries were not showing up in the query center's recently run queries folder
- Fixed an issue where the speaker bio query returns HTML in the "bio" output field
- Registrants can no longer navigate through the registration process when they already have a registration
- Fixed an issue where sessions restrictions set on the registration package does not prevent registrants from selecting sessions they are not eligible for.
Sponsorships + Benefits
π‘ New
-
Support for editing sponsorship benefits on an existing sponsorship in the console
π Fixed
- Typo corrected in the tip banner when creating Add-on Products
- Fixed an error with submitting a sponsorship application
- Fixed an error when viewing sponsorship information from an associated event
Certifications
π‘ New
- When configuring an application, course, or exam registration process you can set whether or not it is visible in the portal
- When configuring an application, course, or exam registration process you can set whether training providers have access to the process in the portal
- On the exam registration form, there is now a field where an exam scoring report can now be stored
- Ability to assign and remove instructors when viewing a course 360
- When contacts are certified, they will be able to view a full list of their certifications in the portal
π Fixed
- Fixed an issue where users were unable to save credits in the console
- Fixed an error that occurred when submitting a certification application with custom field values
Documents + Papers
π Fixed
- Entitlements associated with the purchase of a product are only sent to the purchaser once the item is paid for
Orders + Inventory
π‘ New
- Ability to create custom fields for merchandise products
π Fixed
- Searching orders by type executes without error
- When adding items to your online store cart in the portal, the system properly prompts for login before checkout
- Voiding an order will now properly set the status to canceled
- Fixed an issue where product-specific order confirmation emails were not being sent if the general order confirmation email setting was not enabled
- Fixed an issue where Inventory G/L accounts were not being assigned correctly on imported products
- Corrected the check image example during checkout that shows where to find account/routing numbers
- When canceling an order, registration fees can be waived without resulting in an error
- Fixed an issue where shipping zone creation resulted in a unique ID error
- Coupons will no longer create a balance due when it results in a $0 order
- Product Inventory bin now shows correct data based on merchandise
- Retroactively applied coupons will now show the usage on the 360 screen
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