Transfer to Accounts
There is now a second confirmation dialog that must be accepted in order to exclude an item from the Transfer to Accounts process.
Report Definition Dialog
The report definition dialog has been updated so that it can be expanded and resized.
Diary Details Dialog
The header label was spanning over the rest of the dialog when Windows was set to use high DPI settings. This has been resolved.
Volunteers
It is now possible to find volunteers who are associated with a project from the 'Quick Search' tab.
Add Payment Dialog
A payment could be added to a withdrawn demand when right clicking on a contact record. This has been resolved.
Expenditure Dialog
The Date Incurred and Date Cleared fields could not be cleared. This has been resolved.
Email and URL Validation
If an invalid email address or URL was entered, an icon would appear covering up the text that was being entered at the end of the textbox. This has been resolved.
Email Invoice As Attachment
When an invoice was emailed as an attachment, it would have a random file name. This has been changed so that its name will be the 'Document Type' and the invoice number if there is one, otherwise the sales reference.
Profile Lists
The list controls in the profiles have been changed so they are more like the other lists in SubscriberCRM. It is possible to type into them.
Subscriptions and Demands
A subscription cannot be deleted if it has an unpaid or partially paid demand. A demand cannot be unwithdrawn if its subscription has been deleted.
Fundraising
There is now an option on a fund called 'Allow Donations'. This is ticked by default but if this is unticked, the fund doesn't appear when a donation is added.
Infragistic Controls
Updated the Infragistic controls to version 2016.1
Emailing/SMS
If 'Record Communication' is selected but the communication hasn't been set, the user would be made to set the communication. The user does not have to do this now and the default information will be used instead.
'Record Communication' and 'Save Merged Document' are automatically ticked in the Emailing and SMS screens.
Merge Document Details
'Record Communication' and 'Save Merged Document' are automatically ticked when creating a new merge document.
Already Generated Demands
The grid summary has been added to the already generated demands screen.
Enquiries Screen
The Enquiries screen has been updated make it look more consistent with other screens in SubscriberCRM.
Contact Links Dialog
The 'Open Contact' button wasn't opening up the contact as expected. This has been resolved.
Crystal Reports Selection
There is now an 'Add Reports' button on the Crystal Reports Selection control that will allow you to select a Crystal Report file to add to that area. It is still possible to drag and drop a Crystal Report file too.
Contact Notes
The Notes field on a contact (found in the Profiles area), is now included in the mail merge data.
Volunteers Reports
There is a new Report Section called 'Volunteers - Projects' which will allow you to find volunteers associated with a project within the reports screen.
Volunteers - Project Activity Details
The total time worked on the project activity is now displayed.
Volunteers
The availability options of a volunteer have been extended to record evening availability. It is now also possible to specify that the availability of a volunteer in unknown.
Relative Paths
The stored paths in Communication Details and the Document Manager are now relative rather than being full paths.
Withdraw Demands
Multiple demands can be withdrawn and unwithdrawn from the Already Generated demands screen.
Contact Screen
If a date isn't entered into either Join Date, Left Date or Date of Birth fields in the profile area, it no longer says Unknown.
Web Sync
The Web Sync has been updated to fit into the newer visual styles and to make the screen more user friendly.
Audit Trail
The new 'Origin' field in the Audit Trail determines where the change was made from. This would show as 'User' if the user modified the contact record, or 'Web Sync' is the change was made by accepting it from the Web Sync screen.
Reports - Contacts
Last Modification Date has been added to Reports - Contacts.
BACS Batch
SO Reference is now displayed in the BACS batch.