Contacts
- Trellis users can now see Contact’s Affiliations on the Contact record
Personal Program Plans
- Users can now upload files to plans that have no files on them yet
Events
- As a Paid Events user, I can now access Event Transactions and Event Financial reports in the Events Dashboard for only Events indicated as Paid
- Event organizers can now choose Simple UI for free events with one Event Item(or ticket) that doesn’t include advanced features
- Transaction details are now included in the invoice (documentlink) available to the attendee who paid for a registration
CatCloud
- The Last Name From and Last Name To fields on Caseloads now only match based on the first letter of the last name
- New quicklink “Reservable Spaces” displays your next upcoming room reservation and links out to the web page to create new reservations
- CatCloud users can now choose whether or not their Events and News page filters are automatically set to their preferences
Cases
- Service cases will populate the Casework Initiated field when either of the following is true:
- The case status changes from New to Open and the casework initiated field is blank
- The case owner changes from a queue to a person and the status is New
Scheduling
- When a scheduling user uploads a list to create an ad hoc Population, all CatCloud users with an Emplid will be able to see the availability (previously, only users with active student enrollments were able to see the ad hoc populations)