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Cannot select TextBox Custom Demographics in Individual and Customer Type Queries. Cannot select any custom demographics set up for Individual TextBox demographics.
Current Results: Cannot select TextBox Custom Demographics to display in results
Search for Contact Request by Sort Name returns blank list
Symptom/Current result: The CRM » Contact Request » Find Requests function will not return any results if you search by the ‘Sort Name’ field.
Expected result: This field should...
Exhibit Linked to Event Shows Date of Event in Registration Start Date. Registration Start Date in Exhibit should not be linked to the Event dates as Exhibits can be purchased before event.
eWeb/Events: Add to Outlook Calendar feature not holding format from WYSIWYG editor. No paragraph formatting is kept when "Add to Outlook Calendar" is selected
Current result: No formatting kept from event details in outlook calendar.
Expected result: Formatting in...
"Unpaid Purchase" batch conflict shows when Purchase Order or Money Order payment is cancelled but no check number entered
Symptom/Current result: A manual batch which has a cancelled invoice that a check payment was not applied to cannot be closed. Batch Conflict = ‘Unpaid...
Group Registration for All does not work for individual who is not showing Primary Organization on individual's record
Symptom/Current result: Even though the online help article states that the event Group Registration flag ‘For All’ will allow ‘Any individual linked to an...
Events marked as "Inactive" still show in Upcoming Events when "Sell Online" flag is also checked. Application will remove the event from the Online Store but not the Upcoming Events page.
Current Result: Inactive event shows in Upcoming Events list
"Order Report" with added message does not display properly. Text in Invoice Message is too big and not formatting correctly, causing report to print to two pages.
Symptom/Current result: PDF export forcing data onto page 2 and a large break in page 1
Demographics set up on a product to show internally only do not keep demographic information added after purchase. Demographics on products which are set to show internally and externally can have demographic info added after purchase and saved
Symptom/Current result: If a donation has...
Membership Renewal process selects lowest price if no default fee is set on membership even if the lowest rate is selected to renew
Symptom/Current result: The current result is that it will renew the membership to the lowest rate if no default dues rate is set.
Dependent Membership does not drop when dropping Primary Membership from Edit Membership Info Screen
Current Result: Secondary membership does not drop when dropping primary membership.
This issue is currently still being investigated
"Membership Renewal Preview" report times out when run from Process Membership Renewals screen for all memberships
Current Result: Timeout error if pulling report for all memberships
Expected Result: Application should pull the report for all memberships as described in...