Release Notes for version 1.9

Release Date: 19 September, 2018

Completed Items:

Bug

• [EC-356] - Event Export (BASIC): Expand export to include participant’s Institution Address data.
• [EC-419] - Import: Error on "Update" while importing
• [EC-434] - Guest List: Error when Participant Category or ContactOf is blank

Task

• [EC-181] - Merge contacts
• [EC-244] - List: Add button to open Contact record
• [EC-245] - List: Add Statistics to Grid
• [EC-249] - Global/Bulk Change Function
• [EC-264] - Import: After import, add interface/functionality to allow adding imported users to WorkItems
• [EC-280] - Contact: Add new fields to Contact Records
• [EC-413] - Errors: Implement error management
• [EC-439] - Campaign: Add Email to filtered recipients option
• [EC-445] - Update DB Schema so that all field types are NVARCHAR.
• [EC-468] - Guest List: Update Error Reporting
• [EC-474] - Merge contacts - Add ATTACHMENT Table to Merge script
• [EC-477] - Import: After import, add interface/functionality to allow adding imported users to Gratuities

This version includes the following updates:

Updated all of eContact to support all languages/language characters

We have updated the entire application to support all character sets (Unicode).  Now every field in the application will allow you to enter characters from your local language.  The example below is using the Chinese character set in the First and Last name fields and how they display within the application.  For posts that require special characters in the normal fields, we can now support you!

Contact: Merge contacts feature

You are now able to merge contacts and keep their important data and history. 

Contact: New fields

We have added three new fields to the application that will better help you with tracking your contacts/participants needs

• Accessibility Requirements (Personal Tab)
• Partner Dietary Notes (Partner Tab)
• Partner Accessibility Requirements (Partner Tab)

Guest List: updated the handling of blank ContactOf and Categories

We have updated the management of participant records that do not have a ContactOf or Category entered. 

If you now use the “Grouping” or “SubGroup” option of Category or ContactOf and a participant does not have data entered, they will be grouped as under the heading “No Category Assigned” or “No ContactOf Assigned”

Excel Export: updated addresses to pull from Institute if entered

We have updated our basic export to ensure that institution address data is included in the export if a contacts record does not have an address assigned.  This includes the Address, ZipCode, Country and State fields.

Participant: Bulk Edit feature

To make participant management easier, we have implanted a bulk edit feature to our participants list that will enable you to easily change large groups of participants.

Campaign: Send to “Filtered” recipients

You can now directly send the campaign emails to a filtered list of recipients.  If you have filtered your list, simply click the “Limit to Filtered Recipients Only” checkbox to limit your campaign to send to them

Lists: Improved duplicate checks and additional data/functionality on interface

We have updated the list management to ensure duplicate records are easier to manage in the list.  Now duplicates are automatically removed on Save and are not added at all if they were pare of Quick Add to List and they already existed in that list.

New features have also been added that include a count of records, a button to directly open the contact

Import: After import you can now directly add imported contacts to Events, Lists and Gratuities

When importing records, you can now, in Step 5, select the option to add the imported contact to Events, Lists/MyLists and Gratuities.  If you work with excel lists from other sections for your events/participants we hope that this will really help with your event management.