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Oasis Release Notes 1/1/16 - 3/31/16

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John MacKenzie
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3/31/16

What's New

  • We've added a workflow for creating invoices and/or credit memos while editing form submissions. Previously, administrators had to create ad hoc invoices for submission edits that involved pricing. This caused the submission balance to remain open, despite payments to the ad hoc invoice. More details can be found here.

3/30/16

What's New

  • We've revamped front-end directory searching for site visitors and members. Administrators are now able to create Directory Search Pages, providing simpler search experiences. More details about the feature can be found here.

3/29/16

What's New

  • Email, Address and Phone built-ins are now available in the Edit Columns modal. Previously we only made the primary available which limited the usefulness of the built-ins for administrative queries.

  • Similarly, we've added primary and organization address built-ins as available criteria in the admin advanced search. Searching using the primary attribute will return both individual and organization profiles (e.g. give me a list of all members and member companies with Georgia as the primary state).

  • The order of submission and registrant list exports has been updated. Previously these areas exported their fields in alphabetical order, which caused a lot of pain and confusion. These two export areas have been updated so they keep the order that was created on the form. Whatever order the fields display are on the form will be the order of columns in the export.

Fixes

  • The number of committee members displayed on the admin side would include profiles that had been deleted, leading to inaccurate numbers. We now exclude deleted profiles from this count.

3/1/16

What's New

  • Admins can now change the member type for organization members. Whether it's in mass from the profile list or data import, or individually when viewing a specific profile, we'll automatically void out any open renewal invoices and give them a clean start in the new MT's renewal cycle. Two additional points of interest:

    • MemberClicks prevents mass changes from disrupting an organization being linked to an individual profile. In other words, if you tag linked individuals, they will only change member type if their organization profile changes its member type. If you only tag org member types, all of the linked individuals will follow their org to the destination member type.

    • Any member type change needs to happen on the organization level if the profiles are linked.

  • We've added columns for organization member types in profile owner attribute security. This means we now support merging in profile data into emails sent to organizations, including renewal notifications.

  • In the plain old attribute security page (not profile owner), we've added support for primaries in org member types. For example if you merge in a primary attribute into a directory results template, we would only merge info in for individual profiles. Now this will also work for organization profiles with attribute security configured.

2/23/16

What's New

  • Increase modal size on selections set and payment report filters modal. The searchable filter list on these two reports now displays more options, increasing the usability of the drop-down.

  • Put most recent on top for submissions and invoices when viewing the profile. The most recent invoices and submissions are the most relevant, so we’re putting them at the top of the lists moving forward.

  • Ability to set site link documents to open in a new window ("page target”). Now should can have these links open in a new page/tab rather than replace the current active window, without editing the HTML.

  • Default number of profiles that appear in profile list. We’ve increased this to 25 per page. We’ve also expanded the available options in the Profile List to 5, 10, 25, 50 and 100.

  • Added Unordered List in the forms list editor in addition to the Ordered List option. Previously only OL was available as a button in the forms editor.

  • Add event list as an option in Site Links. The Event List was previously only an option to be added as a new menu item. Now you can link to it using Site Links.

  • Expand height of text area fields on front-end forms. If you added a text area field to forms, the front-end displayed a smaller vertical height than what you would see in the form editor. We’ve increased this height to make it easier for form takers to see what they have been typing.

  • Update text when pending members try to log in: "Your profile is currently pending approval. Please contact the administrator with any questions." Previously, this message indicated that the member had the wrong username and password combination, even if they were correct.

  • Editing selection set options in attributes - remove the necessity to click the check box every time. We’ve removed the save and cancel buttons because they were causing confusion by requiring a double save (both the inline and the main page save button had to be clicked). Now, edits will be saved when the main page is saved. 

Fixes

  • Label on user's front-end profile reads Company when it should be Organization. We’ve updated this text so Organization is consistently used throughout the product.

  • 500 error thrown when trying to view individual click-thrus in message report. This now works correctly, without the error.

  • Committee messages don't respect line breaks. Committee messages were sent out as a mass of unbroken text, even if line breaks had been inserted by the post’s author. We now maintain the line breaks so formatting isn’t lost upon message receipt.

  • Lapsed users choosing not to renew should receive public/prospect pricing. If a member in lapsed status taking a form chooses not to renew their membership, they will get public/prospect pricing. If they choose to renew their membership, they will receive the member pricing benefit.

  • Permission error thrown on front end when taking a form that you don't have permission to view is sticking. The error message wouldn’t go away, disrupting the user’s ability to take the form.

  • Invoices are now associated with individuals and organizations. We had some problems where submissions and invoices created by linked profiles through forms weren’t being associated with the organization profile as well as the individual profile. These are now correctly associated so admins can see the activity of all of the linked profiles, through the tabs in the org profile.

  • Ad hoc invoices now appear in the org profile. Ad hoc invoices attached to org profiles were only showing on the invoice list. For invoices moving forward, they will also show in the corresponding org profile. We have also fixed previously created invoices so they appear as expected.

  • Admin renewals were failing when the membership year ended on an unusual date (2/27, for example). These now work as expected.

  • MemberClicks was occasionally assigning 2017 as the expiration date for new members, depending on the proration schedule. We’ve accounted for various proration schedules so the expiration dates are appropriately handled.

  • Invoice tags don't hold when moving from page to page. Tagging an invoice and moving to the next page of the list would cause the tag to be lost. Now it works as one would expect.

  • Tagging and emailing multiple invoices on the invoice list had stopped working. It now works again.

  • Downloading an invoice from the single invoice view didn't work since the last release. It now works.

  • PDFing many invoices would timeout. We’ve updated this feature so the PDF generates in the background and can be retrieved from the export center, similar to profile and submission exports.

1/5/16

Fixes

  • The spacing of address info on invoices wasn't consistent between the org info and the customer info. Now it is.

  • Merge fields weren't working in articles that displayed on Front-page or Category Blog layouts. Now they do.

  • Editing text fields on submissions weren't always saving correctly. The changes would revert, erasing the edits and preventing admins from correcting typos, for example. This is now fixed so the edits properly save.

  • The count of tagged users in the registrant list wasn't consistent from the list to the modals that appears when contact registrants. This has been fixed so the count is accurate and consistent.

  • Tagging all on the registrant list ignored any filters the admin had applied. Now tagging will take the filters into account, as one would expect.

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