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November 6, 2017 Update

Posted November 6, 2017 at 10:36 AM, Filed Under: Change Log, Front Page

Blast Emails

  • Clicking the Upload button on a just created blast email, could cause the upload page to malfunction.

Category Actions

  • Added the following "When" triggers to customer actions:
    • the customer updates payment card information online
    • the customer deletes payment card information online
    • the customer updates bank account information online
    • the customer deletes bank account information online
    • the customer makes an online payment.
  • Added a new "Then" behavior to customer actions:
    • send an e-mail notification to the current online user
  • Fixed: The badge showing the number of actions was not updated when an action was voided.

Collections

  • Added Paid and Balance fields to the collection detail page.
  • When receiving a payment, the payment can be applied to the outstanding collection balances. The applied amounts can be entered on the Collections tab.

Customer Credit Cards

  • Deleting a credit card now occurs directly on the customer tab.

Forms & Letters

  • Documents created for individual customers, properties, people, or cases now load the customer email address into the To field of the email dialog.

Memberships

  • Now logs automatic status changes for expired memberships.

Statements

  • When emailing a customer statement, the email dialog now inserts the community name into the subject field.
  • Fixed: The add-on letters function was broken.
  • Fixed: On the Add-Ons tab of the statements page, the system was displaying the wrong letter templates.

Websites

  • Payment events in the portal now trigger category actions instead of sending canned emails. This allows the use of category actions and email templates for payment and account updates.
  • Fixed: Trying to reset the user password for a non-existent user could cause the system to send a reset email with a bad link to the email address. It should send no email at all.

Latest News

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  • October 16, 2016 Update
  • October 8, 2017 Update
  • August 14, 2017 Update
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