Universal Search now returns active organizations when searching by name or number.
Contacts + Organizations
🛠FIXES
Contact engagement scores that were displaying as blank now populate correctly.
The contact/organization social lookup now displays the form-defined header rather than the default header.
Finance + Billing
💡 NEW
Cleaner export to Dynamics SL. The batch download custom template now matches the Microsoft Dynamics SL 2015 format, so exports import smoothly.
🛠FIXES
Members selecting 'Renew Automatically' must now also save their card, ensuring a payment method is stored for automatic renewals.
The electronic check setting is now respected on public payment pages in the portal.
Membership + Committees
🛠FIXES
Disabled membership order-generation rules are now correctly ignored in the application process, even when they contain configuration.
Active on a committee but locked out of its info in the portal? Fixed — you can get in now.
Meetings + Shows
🛠FIXES
Excluding a function from one package no longer excludes it from other packages.
Turning on advanced logic blocked you from saving an exhibitor registration process? That's fixed — it saves now.
Early bird pricing ends right on time. Early bird rates now honor the exact time of the cutoff date, not just the date.
Open records straight from the query. Records now open correctly when you click into them from the Exhibitor Booth query.
Certifications
💡 NEW
More detail on your credit transcripts. You can now add Course Offering and Event merge fields to the credit transcript template, so a transcript can show the specific offering or event a credit came from. Add the new merge fields when editing the template.
🛠FIXES
Knocked out your required courses but the application still says you haven't? That's fixed — finish the coursework and the requirement checks off like it should.
Registration confirmation emails now display course start and end times that match the configured course offering.
The 'Unable to load Reference Process' error when creating a reference process in the console has been fixed.
Fixed the reference date error preventing new certification applications from being created.
Orders + Inventory
🛠FIXES
Clicking Task Manager in Orders & Inventory and nothing happened? Fixed — it opens now.
Submissions + Reviews
🛠FIXES
Eligible members can now view the submission forms in the portal without an issue.
Fundraising + Gifts
🛠FIXES
Store-credit gift payments were leaving orders stuck open with no gift recorded — that's fixed. The gift is created and the order closes.
Queries
🛠FIXES
Mass-updating a Yes/No checkbox to Yes but it wouldn't budge from No or blank? Fixed — it updates now.
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