UNITE RELEASE Notes v58.0

Modified on Wed, May 8 at 10:31 AM

Global 

Secure Data

  • Enhanced system to not allow invalid D.O.B.

  • Enhanced system to not allow entry of  duplicate SSNs 

Distribution Lists/Grid View

  • Updated Race field to now display Race/Ethnicity

Trades/Skills

  • Enhanced system to allow a Primary Trade with no Primary Skill



Add Member/Non-Member/Prospect

  • Enhanced functionality so that the system will always display duplicates that match any of the following field groups after selecting the Continue Button

    • First & Last Name 

    • First Name & DOB

    • Last Name & DOB

    • Primary E-Mail

    • SSN




Membership

Employer Locations

  • Updated logic when adding a new Employer Location that sets the Employer field to blank by default

Add Member

  • Resolved bug that displayed added Members as Non-Members

Add Non-Member

  • Resolved bug that did not allow Non-Members to be saved

  • Removed requirement from Primary E-mail field 


Accounting

Record Window Payment

  • Resolved bug that did not allow payments to be processed

Receipts

  • Resolved bug that did not display Paid Through Date on Receipt

Account Balance

  • Resolved bug that did not allow correction of account balance through invoice adjustment.

Payments Received (CRJ)

  • Resolved bug that did not allow export of Excel cash receipts journal


Organize

Prospects

Removed requirement from Primary E-mail field when adding a Prospect

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