Release Highlights from this week ending in 7/7 and on 7/1

Update timeline

1. scheduled Jul 08, 2016, 11:15 PM UTC

   USER FORUM REQUESTS: Completed- Based on YOUR feedback! - Add a project from the Contact's Profile tab. - Allow for entering - (dashes) when adding a date under Projects - Projects: Clicking on the "Update Status" button on the Common Tasks area, will default to "Today's" date. - Contacts> Customize results: Moved most common Status to top of list "Active". http://screencast.com/t/4Uvbgxzr - Reports: Tasks report is now included in the project report category filter. - Close option (X icon) on the "We Saved It" message to remove message quicker. - Added "Total Revenue" column to sales funnel report. This adds up the one-time and recurring revenue values. NEW FEATURES - Add Tasks tab to main event module view to showcase all tasks related to events - Process Refunds based on full or partial amounts, with appropriate tax adjustments - Tax Setup and Reporting - Revamped screens for adding event attendees, updated how you can reserve attendees per registration - Added ability to "Email Reminders" from an event. Defaults to a reminder template and allow you to schedule the reminder send date. ENHANCEMENTS (to existing features) - Mark event registrations as 'Attended" or "No show". Option is in the drop down menu on Attendees tab. http://screencast.com/t/d2nsCeDwJ - Designate the Parent/Child relationship type under Organizations. On the screen where we define the relationship, select the parent and child. Default the parent to the current organization. - Added "Country" field under Contacts. - Project > Tasks. Project name is a hyperlink when viewing tasks under Events. http://screencast.com/t/oMe1wmAEj - Events> Customize Results. Added filtering options to limit to future events. Drop down list order was reorganized to list future options first. - Events> Communication. Added "Send Email" option. - Events> Attendee. When adding an attendee, if your Contact is associated with more than one Org, it will list that Contact with Org name for each instance, allowing you to select the desired pair Contact/Org. - Setup. Individual created during trial/database setup will automatically become the primary contact for the association. - Contacts> Billing. When selecting to make a payment, the oldest payments will appear first. - Reports> Add a list/committee filter to the Contacts report - Billing -> Credit Memos tab, add reference number to view with hyperlink to "view credit" screen. Also added date issued column so we can see when they were created. RESOLVED TICKETS/ISSUES - Reports. Fixed the fields that shifted placement when data was entered. - Displays template name now when sending an event invitation, event reminder or resending the invite. - Restored ability to click the globe icon to log into your MZ website. - If you already have a contact in the system, click "switch" will switch the contact. Under Contacts > add organization - individuals tab. - Setup> error with Saleable Item Advanced Filter were resolved. - Billing > Pending Delivery: Sorting by each column header was fixed - Updating Tenants Contact card is now refreshing their database name too - Merging contacts error message was resolved. - Mail merge fields with HTML needed display work - Contacts > Profile tab: When upgrading or downgrading a membership it is now refreshing the billing tab - New Task filters in Contacts are displaying correctly - Can now add checklist to tasks under event - Contacts>Assigned Staff screen had incorrect screen title listed - Reports: When in the list view the view we fixed the issue so you can now click to open the report - Removing "Assigned Staff" in Contacts>Profile had been throwing an error message - Events > Overview tab - special characters were not being handled in the description area - Sales by Account and AR Aging reports were to pull the account needed

2. in progress Jul 09, 2016, 10:00 PM UTC

   Scheduled maintenance is currently in progress. We will provide updates as necessary.

3. completed Jul 11, 2016, 12:52 PM UTC

   The scheduled maintenance has been completed.