Software Updates Updates are made frequently. For brevity, we've omitted the more technical updates below.
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.
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!
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.
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.
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.
The 'Add Many CEs at Once' function was re-engineered to dramatically improve performance. For larger organizations with many events and many CEs, the screen now takes a couple of seconds to render. Prior to this, it would take 30-60 seconds.
The 'Work with Registrations > Search Filter' window was updated. The 'Comp Registration' filter options now allow for: 1) only comp registrations, 2) exclude comp registrations, or 3) ignore comp registration flag.
Administrator notification emails for new Input Forms, Store Orders and Registrations now include hyperlinks to jump directly to the newly received record. For example, let's say that you receive an email that indicates a registration was submitted. At the top of the email, you'll see the new link to 'View the Completed Registration'. Click that link to jump directly to the final Registration Summary screen of that registration. Be sure to log into WebSuite2 before clicking these links, so you do not have to jump through the Login window first.
End users will now see an 'Add to Calendar' button on the final screen of the Registration process. This button allows them to add a calendar entry to all of the major calendar applications. The Timezone used is based upon the Timezone established with each Event record. This allows end-users to track the correct time in their local Timezone. Note that the 'Add to Calendar' button is also present when viewing Calendar entries. The Timezone is based upon the Timezone specified in the Calendar record. You can set your default Timezone in the Admin Settings. However, the Timezone always uses whatever is specified on the Event or Calendar record. This is a Third-Party plugin we are licensing to provide this functionality and it appears to be the best option available. However, we have noticed that their service is occasionally unavailable. When that happens the 'Add to Calendar' button is disabled and an error message is displayed.
When exporting Registration data, user-defined fields can contain multiple lines of text. This text was previously exported using the forward slash character (/) instead of embedded line breaks. This kept the data on a single line. The export software now uses actual newline characters and wraps the fields in double-quotes. This allows programs like Microsoft Excel to import and correctly display it as multi-line data. Excel shows the first line of the data in the cell. But when you click the cell, the cell expands and you can see the multi-line data.
Obsolete program code was removed from several user screens that would prevent text selection by dragging the mouse. For example, when updating a Contact record, it was not possible to click in the Last Name field and then drag to select text. This issue has been resolved by removing the obsolete code that was creating the issue.
When maintaining email addresses within the Contacts module, the input field now supports up to 255 characters. This allows for very long email addresses, or for the storage of multiple email addresses, separated by commas.
When entering Registrations, the input fields are now larger and activity checkboxes may be checked by clicking on the adjacent text. It is no longer necessary to check the checkbox specifically.
When entering Registrations, the first screen now includes a lookup feature that allows end users to quickly find and register someone at their organization. The 'Register Someone Else at My Organization' prompt displays all of the Contacts at an organization based upon the Relations hierarchy. Inactive members are excluded, as are members who have already registered. You may select a name from the drop-down list and the system populates all of the demographic information on the first registrant screen (including the CEU Contact No). This is a feature that must be switched 'on' in WebSuite2's admin settings. So please contact us if the feature isn't available for your organization. This feature requires that Relations be established between Contact records, as is common in company-based membership organizations.
When end users do not specify a response in a mandatory registration form field, the subsequent error message(s) that are displayed have been improved. The messages are more succinct and cleanly formatted, removing any embedded HTML that might be present within the activity titles.
Visual and functional refinements were made to the Login screen and the Forgot Password screen, including improvements for use on mobile devices. The cursor is always immediately positioned in the Login field, to save end users that initial step.
When viewing the Photos & Files index, we've added a 'Get Link' that copies a direct link to the uploaded File. Clicking 'Get Link' copies the full link to the clipboard. You may then paste this link within E-Bulletins, emails and other websites, in order to provide a link to download the file.
The Tickler Notes Report has been updated. It is no longer necessary to check the 'Include System-Generated' checkbox, if you have selected Tickler Notes with the 'SYSTEM' Keyword.
The ability to specify which registration forms are available to specific member types has been dramatically improved. A new, easy-to-use interface was built to maintain these complex settings. So it is now possible to make these setting changes quickly and easily. At present, only the TCS Staff are able to access this interface. Please contact us if you need these settings changed.