Software Updates Updates are made frequently. For brevity, we've omitted the more technical updates below.
06/07/2023
Work with Events & Work with Registrations > Choose Event - Quick Search Window Update
The quick search windows at the top of the 'Work with Events' and 'Work with Registrations > Choose Event' screens have been updated. You may now enter an event number, event tag, or part of an event title. This makes it particularly quick to locate a specific event or group of events. Search results are now filtered, based upon your search criteria. Prior to this change, the search results were not filtered, they were only highlighted if they matched the search criteria.
06/07/2023
View Completed Forms > Show/Hide Form Details
When viewing the index of Completed Input Forms it is possible to see every piece of information entered on the form. This feature was previously accessible on the 'Search' screen, by clicking the 'Show Form Details' checkbox. We updated the software so that this feature may now be turned off and on with a click of a button at the top-right corner of the list. Look for the light blue button labeled 'Show Form Details'. Give it a try!
05/19/2023
Quick Counts Report > Contact Type Added
The Quick Counts Report now includes a new filter that allows you to select only Person or Organization Contact records. You may also count the Contact Type field. So it is possible to see how many Contacts are 'Person' Contacts and how many are 'Organization' type Contacts.
05/17/2023
Invoice Options > Now Supports Multiple Invoice Types
When setting up Invoice Options (Main Menu > System Tasks > System Definitions > Invoice Options), it is now possible to specify more than one Invoice Type for a single Invoice Option. This enables you enter one option record for a group of different invoice types, rather than having to enter a specific option for each Invoice Type.
05/03/2023
Address Blocks > 'Committee_Listing' Field Now Fully Supported
The 'Committee_Listing' field is now fully functional within the AddressBlock definitions. The interface guides you through selecting current, past or all committee participation. It also offers a full range of output formatting with line breaks, or commas, as a bulleted list, etc. The individual lines that are output were also sanitized so as not to include extra spaces, commas - and the date ranges are more readable as well. The best way to learn about this functionality is to try it out! If you have committees within your database, try creating a new address block and add the 'Committee_Listing' field. We use this field on membership profile pages in order to display a member's committee participation. Please contact us if you'd like more details on this feature.
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