Global     

Addresses

• Resolved bug to allow users to select a category and fill out the member’s full address before saving.

Membership

Employer Locations

• Resolved a bug where the employer number was missing for employer locations. 

Accounting

Invoices 

• Resolved invoices not displaying the correct balances

• Resolved bug that did not invoice members

Billing Type

• Improved the system's billing type setting to offer the option to enable or disable overpayments

• Enhanced the system to set default offset charge to either yes/no for a billing type

• Enhanced the system to set the default offset charge to read-only for a billing type

Cash Receipts Journal 

• Corrected Cash Receipt Journal data discrepancies due to issues with member merge data.

Payments

• Resolved a bug in which payments were not being correctly applied to monthly dues, creating offset charges when they should not have been created.

• Resolved a bug that grayed out the “save” button and did not allow the processing of payments. 

Training

RI hours 

• Enhanced the system to include RI completed in a course or a module to be recorded on the student’s Program RI 
  
  

  
  

Communications

Email Templates

• Resolved bug that did not allow users to select an email template when sending an ad-hoc email in the Member or Training Roster.

Organize

Prospects

• Enhanced the system to remove the requirements for the DOB, Email and Street Address fields when adding a prospect.

Project Reports 

• Enhanced the system by moving the Create New Employer button in the Add Existing Employer page allowing users to search for an employer outside of their organization.

• Resolved bug in Grid View that displayed the Trade Column results as Employers instead of Trades in the Employer Related Table.

• Resolved bug that did not export the correct Project Report results.