Web Sync - Modifications
When trying to accept either personal detail changes or address changes, you may receive a message to say that profile changes need to be accepted first, even though there were no changes. This has been resolved.
Event Table Management
The process of managing the Group Number, Table Number and Seat Number of the sub event booking is now easier with the Table Management dialog. This can be found at Event Details > Other Event Options > Table Management. It shows all the sub event bookings which can be filtered by sub event.
Update Profiles
When the profiles are updated, they get refreshed but the security permissions weren't being taken into account. This has been resolved.
Home Screen
There was an issue that when the home screen was set to 'Events', an error would appear when Subscriber loads. This has been resolved.
Sales
There was an issue whereby the Net Adjustment field on the invoice line was editable when the invoice was for an event when it shouldn't have been. This has been resolved.
Web Sync
The Payment Method of the membership subscription and payment method of the payment are shown in the New Contacts section of the web sync.
Gift Aid
When a Gift Aid record is opened, the user will be prompted to review the Contact's payments and set the appropriate ones to be Gift Aided.
Reports - Payments
Batch Is SO Batch and Batch Is Web Batch, have been added as reports fields. The field Is System Batch has been renamed to Batch Is BACS Batch.
Groups
The groups screen has been updated to include the toolbar at the top, which now also includes buttons to navigate through each group in the search results.
Group Profiles
Profiles can now be defined on a group, which extends the information that can be stored against a group. These are defined within the Profile Creator. Set the Area to Groups, to add the profile section to the groups screen.
Export Report to PDF
If a report has parameters and the parameter dialog is closed instead of having the parameters entered, an error would occur. This has been resolved.
View Due Subscriptions
The View Due Subscriptions now shows the expected total of the demand that will be created, rather than just the subscription total, i.e. it takes into account a discount until date.
Events
A button has been added to the Search tab to clear the criteria.
Events
More information about the venue has been added to the venue drop downs.
Web Sync Profiles
There was an issue whereby profile data wasn't always being saved when a change was accepted. This has been resolved.
Fundraising
The contacts organisation has been added to the Donations Received, Pledges Made and Appeal To tabs on the fundraising screen.
Global Changes
The organisation in the address has been added to the global changes.
Import Contacts Wizard
If only emails are imported in the import contacts wizard, the contact could not be found within a search. This has been resolved.
Contact Reports > Record Communication
The diary details can now be entered through the 'Record a Communication' screen.
Web Sync - Subscription Modifications
Information about a subscription can now be updated within the web sync screen. This can be used for things such as adding or removing the political levy or change in subscription due dates. Also this information can now be set when a new subscription is added.
Address Lookup - Capscan
A particular postcode would return an error due to the amount of data it returned. This has been resolved.
Add Contact to Event
Multiple contacts can be added to a event at once through the Reports > Contacts screen. Enter the appropriate selection criteria and then select 'Add Contacts to Event' from the Output Type field.
Groups
Reassign Group Members has been changed to use an optimised query.
Contacts Quick Search
Occasionally a small flicker may be experienced when using the contact quick search and show results from a previous query. This has been resolved.
Creating Invoice from Demands
When an invoice is created from the Already Generated Demands screen, it is now possible for the Origin of the invoice to be set.
Standard Report Grids
If a Crystal Report is dragged onto the standard reports grid, but the Crystal Report had an extension in upper-case, it was not recognised. This has been resolved.
AFD Postcode
Ward Name has been increased from 30 characters to 50 characters.
Events
The document manager has been added to the events screen.
Recent Changes
The recent changes can now be viewed online rather than in a PDF document.