03/16/2021 - Updates and Enhancements Laura Vautour
Released Week 3/07/2021
Legislation
New Features:
1. The committee meeting information import is now more frequent and includes additional checks to ensure timely, accurate information.
2. Filters (the funnel) were added on the Saved Search Result List.
3. When there are a large number of tags and/or bill assignments on bills, you can now collapse and expand the areas to better view information.
4. We've added explanatory text under the Criteria switch when a report includes UNtracked bills.
Fixes:
1. When someone specifically marks a note to allow a particular person(s) to see the note, the user now sees the note as expected.
2. The count of bills assigned to a particular tag using the Bill Tags filter on tracked bills displays correctly.
3. Committee Calendar email images are now proportionately sized.
4. Images can now be added while editing staff analysis in a bill.
5. Other updates specific to certain customers.
Revenue
New Features:
1. A user with the correct permissions can see the Accounting Transaction Details on their own profile and on other users' profiles.
2. A user with the correct permissions can see the Accounting Transaction Details on their own organization and on other users' organizations.
3. A user with the correct permissions will see the new metrics layout (same as in the person and organization’s profile) on the Invoice, Payment, Credit Note and Refund details.
4. Accounting Metrics added to the All Transactions list, giving a holistic view of statistics across the workspace.
5. Accounting Metrics and Transactions filters added on All Transactions list based on Item Type.
6. Users with correct permissions will see New Record Payment functionality for Admin users and Pay Invoice functionality for members/clerks.
7. Users with correct permissions will be able to add an invoice for an item that does not exist in the system by manually entering the item information. This new invoice will be treated like any other invoice in the system.
8. New, more detailed Remittance Information capabilities with smart capabilities to complete billing information.
Fixes:
1. Export on revenue reports exports filtered results and shows subtotals on last line.
2. Age Trial Balance search reset leaves user on the same page they were on when they searched.
3. Mouse hovers on print options results in a change in the mouse pointer, signaling an active icon.
4. Export of All Transactions and My Transactions downloads correctly.
Relationships
Fixes:
1. Export options for people from groups available for all users with correct permissions.
2. Leaving a person record takes the user back to the same place in the people list.
Accreditation
Fixes:
1. Classes retain price when saved and closed.
2. Person set as Instructor remains set as instructor upon Save.
Events
Fixes:
1. All Requests list populates organization name for events.
2. Events configured with no classes do not display Event with Classes information for registrants.
Workflow
Fixes:
Several customer specific fixes.
Communications
New Features:
1. Mobile preview of an email.
2. Tablet preview of an email.
3. Ability to send email to a non primary email address of a recipient. the system defaults to primary, while making all email addresses available from the list.
NEW Show All Emails button provides access to all emails associated with a group, an organization or a tag.
4. Ability to toggle the view of the compose email popup between sidebar, full screen and minimized view.
5. Ability to send communications to people listed in the Group List in Groups.
6. Ability to send communications to people listed in Organization Detail in Organizations.
7. Ability to send communications to people from the Person list in the Group tab on the Group Detail page.
8. Ability to send communications to people from the All People list in People.
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