September 2021 Release Notes

Platform-Wide

💡 New

• Allow access to API to allow SQL queries that can be uploaded directly into SQL server

🛠 Fixed

• Fixed an error when saving a query
• Modifying form page name or other information deletes all existing components
• When an email is entered into the "send confirmation email to additional recipients" field on the Order Details page, no email is sent.

Contacts + Organizations

💡 New

• Organization history should populate when contacts are removed (Removed the option to save contact history on contact forms, now that this is done automatically)

🛠 Fixed

• Contact roles showing in the member portal that should not (Based on org type)
• Fixed an "Unable to remove contact" Error in Portal

Finance + Billing

💡 New

• Add deferred revenue start and end dates to NetSuite template
• Payment receipts are sent after payment is made

🛠 Fixed

• Fixed an error applying payment to an outstanding balance
• Fixed batch stuck in 'posting' status issue
• Fixed a GL error when posting batches
• Fixed an error when attempting to add G/L to a bank account

Membership + Committees

💡 New

• When flow down is disabled on the membership type and reprocessing is run, memberships should be deleted

🛠 Fixed

• When canceling a membership application with an unpaid invoice attached, the pending order banner is still present on the membership 360 screens.
• Membership badge goes from green to gray when clicking on it to view membership
• Unable to load individual membership information from a committee members query
• Fixed an error running a committee query error
• When attempting to include downstream memberships based on a ruleset using contact roles, contact role options do not appear
• Canceling a membership does not change the status of the affiliated sections or chapters
• Edit membership page not loading for certain records
• When editing a membership, dues/order info in sections/chapters are removed

Meetings + Shows

🛠 Fixed

• Fixed an error when canceling an event registration
• Incomplete event registrations are Unable to be completed from the portal or console

Certification

🛠 Fixed

• Merge fields not populating in certification application confirmation email

Orders + Inventory

💡 New

• Ability to create a purchase order at the same time as an inventory receipt
• Improve performance of inventory transactions
• Coupon code application message shows available if the coupon is not

🛠 Fixed

• Receiving an inventory error when shipping an order
• Fixed an error when saving the online store