...
- Discounts are visible after saving template changes, without publishing
- Membership discounts were being updated on backoffice when an event template was saved with the discounts, even if the template was not published. In the last release this was fixed for white label, and this release fixes it for backoffice. This issue has been resolved.
Import/Export
Bugs
...
Enhancements
- Add Membership level and Membership Offering to the Export
- We added two additional fields to the Export: Membership Level and Membership Offering. These two fields will appear at the end of each row in the Export file. By default, the header names are "membership_membershipLevelName" and "membership_membershipOfferingName". These heading names can be changed by updating the Export mapping. Note, before importing the files into Raiser's Edge, the two new fields will need to be added to the Omatic profiles or JMG mappings
- Add Import mapping to allow designation of an Organization primary contact
- The Importer will now allow the user to designate which Organization Contact in the file is the primary contact. The following mapping has been added to the default Raiser’s Edge Import Job mapping.
{
"jobId" : 1,
"tableType" : "organizations.contacts",
"fieldFrom" : "map['cnrelind_1_0' + #_n2 + '_is_primary']",
"fieldExpression" : null,
"fieldTo" : "primary",
"sequence" : null
}
Note, if using a Job other than the default, the above mapping will need to be added. If the field in your Organization csv is different than the above fieldFrom, please update to match what is in your files.
ACME will take values of “Yes”, “True”, or “Primary” and will mark the contact as the “Primary”. If any other value is in the is_Primary field in the file, then the contact will be marked as a secondary. At least one primary contact is required to import an Organization.
- The Importer will now allow the user to designate which Organization Contact in the file is the primary contact. The following mapping has been added to the default Raiser’s Edge Import Job mapping.
Salesforce
Bugs
- Membership orders with add-ons don't update the Membership Lifecycle Action on transaction records
- A bug existed where selling a ticket and a membership in the same order was not correctly setting the Membership Action field in Salesforce. This has been resolved.
Enhancements
- Added mailing address field to integration
- We've added the ability for Contacts that were imported with only address information to sync to ACME and create a customer record.
- Added Campaign to the Visualforce checkout
- We've added the ability to select a Campaign record on the payment page of the Visualforce flow. This will map to the Primary Campaign field on the Opportunity.
...