Sales
When an invoice is created, it will automatically populate the Invoice and Delivery address based on the Contacts addresses. It is now possible to manually select an address to use on the invoice. This can be done by clicking the magnifying glass icon within the first line of the address.
Contacts Screen Security
There was an issue whereby if a user opens a contact from the Volunteers Screen, then the Contacts Screen would still open, even if the user did not have permissions to view the Contacts screen. This has been resolved.
Web Sync - New Contacts
If the child's DOB was not set in the data, it would appear as 01/01/0001 when it appeared in the New Contacts Wizard. This has been resolved.
Inherited Addresses
Fixed issue where multiple addresses could have the same purpose if there was an inherited address.
Recycle Bin – Contacts
Organisation has been added to the Search criteria of the Recycle Bin - Contacts screen.
Events Sync
When importing a booking on the Events Sync screen, a check is now performed to ensure the contact exists.
Payment Demands
It is now possible to delete a withdrawn Payment Demand.
Bookings and Sales Documents
If a booking has sales documents associated with it, it is now not possible to delete that booking.
Emailing
Improved handling of the 'Resend Email' message box if an email fails to send.
Merging
Fixed issue where items may have not been included in the merge data source if the 'number of items to include in data source' was set lower than the number of items a contact had.
Events Sync
It is now possible to import all bookings at once. This can be done by clicking the Import All button. This will import all bookings where a contact has been assigned to both the booker and the delegate(s), where the balance of the booking is £0.00, and where the booker has not already booked onto the event.
Xero Integration
Full integration with Xero has arrived!
Web Sync - Modifications - Bank Details
Bank Name and SO Reference have been added to the Bank Details section in the Web Sync > Modifications screen.
Volunteers – Skills
The volunteer's status is now displayed in the listing of volunteers with a skill.
Events
It is now possible to set the time on the 'Last Booking Date' on an Event and set the time on the 'Show From' and 'Show To' dates in the Event's Website Settings.
Duplicate Event
When duplicating an event, the Rate, Unit Amount, Discount Amount, and Quantity of a delegate’s sub event booking will now be copied across to the new sub event booking.
Security Permission
There is now a user permission allowing the 'Reject All' button within Web Sync > Modifications to be enabled or disabled.
Sales
Contact Id has been added to the Search within the Sales screen.
Volunteers
The permissions for the Volunteers screen have been extended so it is now possible to restrict access to the Skills, Volunteers Skills, Associated Projects, Work Carried Out, and Notes tabs.
Create Contact Security
It was possible to create a contact using the "Find or Create a Contact" dialog from certain areas, e.g., when adding a member to a group, even if the user should not have been able to create new contacts. This has been resolved.
Events Sync
The address lookup facility has been added to the Events Sync screen.
Delete Payment Demands
It is now only possible to delete payment demands if they are not associated with a sales document.
Workplace in Contacts Search
The Workplace field from the Contact's Primary Employment Details is now displayed in the Contacts Search results.
Workplace in Reports > Contacts
The Workplace field from the Contact's Primary Employment Details is now available in Reports > Contacts.
Merging Workplace
If the Workplace field from the Contact's Primary Employment Details is used when merging, then it will now display the Organisation of the "Workplace Contact", if the "Workplace Contact" has been set.
Import Contacts Wizard
The Import Contacts Wizard will prevent the same contact from being updated multiple times. An option has been added in to override this and allow the same contact to be updated multiple times in the same import process.
Import Contacts Wizard
It is now possible to import Consent Preferences through the Import Contacts Wizard.
Contacts Search
Added Why Left and Recruited to the Contacts Search results.
Modified Notifications
If a user has an item open, such as a Contact, and at the same time a different user modifies the same Contact, a notification will appear to indicate that the contact has been modified elsewhere. This functionality is available on Contacts, Groups, Funds, Events, Volunteers, Skills, Projects, Project Activities, Invoices, Enquiries, and Advice and Representation Cases.
Events - Eventeers - Advanced Selection
There was an issue with the Advanced Selection process on the Eventeers area on the Events screen, whereby selecting paid bookers, may also select unpaid bookers. This has been resolved.
Volunteers
Audit Trail has been added to the Volunteers screen.
Diary Items
There was an issue whereby it was not possible to add an item, such as a Communication, to the "General" diary. This has been resolved.
Event Invoices
There was an issue whereby the Payment Date, Paid Amount and Balance of a Sales Document may not get set correctly when created from an event booking if the event booking had already been paid. This has been resolved.
Volunteer Profiles
Volunteer Profiles are now available when merging.
Merge Output Views
It is now possible to create the merge output views by going to the General Operations tab in Settings.
Volunteer Profiles
There was an issue whereby if a Volunteer profile field was modified, the Volunteer was not being flagged as being modified. This has been resolved.
Contact Campaign Appointment Profiles
Profiles are now available in the Contact Campaign Appointments. The profile fields are also available in reports and when merging.
Events and Events Sync Screens
It is now possible to expand and contract the left-hand pane on the Eventeers tab on the Events and Events Sync screens.
Merging Event Delegates
The Booker's Title, First Name and Surname are now available when merging delegates.
Emailing Screen - Resizing Images
Different email clients render HTML differently. When resizing an image in the emailing screen, although it would look ok in SubscriberCRM, it may not look as expected in something like Microsoft Outlook. A browser-based client would normally look as expected. A change has been made to make the image size in different email clients more consistent.
Reorder Invoice Lines
It is now possible to reorder invoice lines on an invoice.
Creating Invoices from Payment Demands
When creating Invoices from payment demands in the Already Generated Demands area, it is now possible to create invoices for payment demands that have not already been invoiced. Previously there were only options to not create invoices or create duplicate invoices.
Contact Avatars
It is now possible to assign an image with a Contact.
Contact Privacy Options Moved
The privacy options on the Contacts screen have been moved to a tab in the profiles area. This is due to the introduction of the Contact Avatars. It is now also possible to hide the Privacy area from certain users. This can be done through the permissions of the users and roles.
Search Results Limiter
It is now possible to set a default search results limiter value. This can be done by going to Edit > Settings > User Interface.