Version 4.4

We made some major changes to this module, both internal and external.

• In ListServer mode, there are new options for handling email replies - sending to the message poster or sending to the forum. So you can now configure a ClubExpress listserver to behave exactly like other listservers that you might be familiar with, such as Yahoo Groups.
   
• We have a new option to remove the string of letters and numbers (the message "token") that appears in the Subject: line of each emailed message. If you select "Weak" threading, the system uses a different mechanism based on message headers to link messages together. If you select "Strong" threading, the token still appears. Note that some email servers don't follow the email standards exactly; if we receive a reply in a weak-threaded forum which cannot be linked to its parent message using this new method, it will be linked using the Subject text only.
   
• The Forum edit page has been extensively redesigned to make it more intuitive and interactive. It will show only those options which are appropriate based on your chosen settings. It's also no longer a popup.
   
• If defined, a new [Subject Tag] field will be shown on the Subject line of messages. Many clubs will use this field for a short version of the forum name, so that the subject of each message identifies the forum it came from.
   
• We also modified the format of Daily - Digest messages. If "Reply to Sender" is enabled for the forum, the sender's email address will be shown. Note that the sender's email address is not shown when Daily - Subjects is selected because the complete message cannot be read. But in both cases, there is still a link back to the forum to read and reply to the messages online.

The system now allows high resolution photos to be uploaded on the member bio screen. A screen-resolution photo is still created. Admins can then download one photo or a zip file containing all of them. 

When a hi-res photo has been uploaded, a visual indication will appear.

We reformatted the Membership Directory - Bio page to be more responsive to the page width. Users can also click the photo itself to jump to the appropriate bio screen to edit the photo.

Based on feedback from customers, we added the following features to Photo Pages:

• There is a new option to sort pages in descending order by page name. If you have a number of pages with event photos, you can use the event date in the title to sort these pages to the top.
   
• The first 200 characters of a photo page description are now shown on the Photo Page List screen.
   
• When you are uploading multiple photos, the upload screen now shows the original filename for the photo's title and allows you to change it for each uploaded photo.

We added a new payment method for clubs with local chapters where members might pay their dues to the chapter and the chapter then sends a single check to the parent club for multiple members. This method allows you to record the funds received from the chapter as well as the funds retained by the chapter.

We added an "Invoice Number" to each transaction. This number initially appears in the QuickBooks User Transactions export; in the future, we'll be adding it to reports.

There is also a similar reference number for each credit, and this number is included in the User Credits export.

We added customer billing name and address information to the QuickBooks User Transactions export. This information will now appear on invoices generated from within QuickBooks. We also added this information to the User Credits export so it will now appear on credit memos generated from within QuickBooks.

ClubExpress now supports QuickBooks Item names. You can enter the item name for each transaction type (membership, additional charge, event registration, donation, storefront purchase, miscellaneous charge, etc.) These item names are included in the User Transactions export and will link these transactions automatically to the item names defined in QuickBooks.

In the event calendar, the "Not-Attending" option is now available for multi-activity events. Previously, it was only available for single-activity events. We also added a new report showing full contact information for everyone registered for the event, suitable for handing out to attendees.

There is a new Login page, redesigned to be a little easier on the eyes. There is also a new option to display a My Directory Listing link in the login panel, to allow members to quickly jump to their member directory page. This option can be enabled or disabled from the Website Options screen.

On the Membership Options page, you can now configure the system to require an email address when non-members ask to be added to the mailing list of register for an event, or make a donation.

In the Club-specific Questions function, you can now define a question which initially appears on the membership application for the new member to complete but after that, it's editable by an admin only.

In the Member Manager, you now have the ability to convert a secondary member to a tertiary and vice-versa. Click the (renamed) Primary/Secondary/Tertiary Changes button to see these additional options.

There is a new "Full Name + Spouse Name" field which is maintained automatically behind the scenes and which will be used in mailing labels and other reports. This field is sensitive to various configurations, for example:

• John and Mary Smith
• John Smith and Mary Brown

There is a new "Wavy" template.

Membership grace periods can now be as high as 10 months.

Finally, we made a number of internal changes to our transaction and payment systems, to simplify the processing and distributing of funds. While these changes do not have a major impact on the parts of the system you can see, they will allow us to add features to transactions and payments in the future, some of which have been on the wishlist for a while. Stay tuned!

The following bugs were fixed since my last admin email:

Photo Manager

There was a problem with the size of the Select a Photo dialog in the content editor. We also fixed an intermittent problem deleting photos.

We also fixed a coordinator access problem. Module coordinators were only seeing their personal pages, not the club-level pages.

Storefront

Partial shipments were not updating the order status flag correctly.

The setting to Show only In-Stock items was not being respected.

In a few unusual cases, the shipping method and fee were not being properly updated. This sometimes resulted in a shipping and handling fee being applied to digital products.

It was possible to bypass the quantity limit when ordering products by deliberately generating an error. We also adjusted the user interface to better display error messages and limits. Setting an item quantity to 0 or blank will now remove the item. The Quantity field is disabled for digital items and for regular items where the quantity limit is 1.

The remove button was not working consistently in the shopping cart.

The "Digital Item" indicator was not being displayed properly in the shopped cart.

Digital orders were being flagged as "Filled" as soon as they were processed. They will now be flagged as "Pending" just like a regular order. When they are paid, they are flagged as "Filled", unlike a regular order which is flagged as "Ready to Ship".

Using an apostrophe in the product search field of the Product Manager caused an error.

When an admin created and processed an order for a non-member, then started a new order and visited the shopping cart page, the "Login for Member Pricing" message was being displayed as if the admin was a non-member.

Shipping label was not displaying the Zip code.

Event Calendar

Registration counts and the Event nametags report were including "Not Attending" members.

The "Add Secondary/Tertiary Members" button was including dropped members.

For certain types of events available to members only, non-members were seeing the "Register Now" button.

The Event History for a secondary or tertiary member was not showing events where the primary clicked the Add Secondary/Tertiary button.

The zipcode was not being passed to MapQuest when the event location link was clicked.

Club-specific Questions reports were not including members who had not answered any of the questions.

We removed duplicate records from the transaction reports (generated when a member belonged to two or more chapters.) These reports also were not properly filtering for subgroups (chapters, districts, etc.)

We removed duplicate records from the pending payment reports (same reason.)

There was a rounding problem on same transaction reports - payments were not being shown with the correct pennies.

The Open Renewals report was showing expired members who are not actually in the "renewal cycle" any more.

The new Payment reports with transactions were not showing the correct grand total at the bottom of the report.

Other Parts of the System

When entering secondary and tertiary members with chapters, the chapter selector was allowing the "club" (top) level to be selected. This should not have been possible.

If a member or non-member name had embedded double quotes (Jack "Smithy" Jones), the Payment page was not behaving correctly.

Changing the menu text for a module was not immediately changing the actual menu.

There was a problem with the Contact Info by Chapter by Name report not showing all records.

The non-member database had a problem dealing with apostrophes in a non-member's name.

When sending emails to the non-member database, the report was showing duplicates if the non-member was in more than one category.

In QuickBooks exports, the address fields did not include the QuickBooks customer name.

We fixed a couple of problems with date editing and with validating the selected State in the secondary / tertiary member edit popup screen.

If members could belong to multiple chapters, the Member Manager was not paging correctly. Also in this situation, the Club Questions export was showing duplicates.

Survey Preamble and Postamble pages were not allowing images to be uploaded and displayed.

In the Advanced Content Editor, when modifying styles applied to a block of text, the wrong image picker dialog was being shown for table backgrounds and styles.

In the Documents module, there was an occasional error clicking the double-down arrow to display document info.

The period character was not being allowed in email account names.

Member website addresses were not allowing TLDs (Top Level Domains) of longer than 3 characters. For example, "@address.museum")

The "My Directory Listing" link did not work if the member had visibility set to one of the two lowest levels (do not show me at all, or show only name, city and state.)

The third renewal notice can be sent after the expiration date but it was only allowing up to 9 days. Now it supports up to 99 days.

It was possible for a Tertiary Member (normally without login privileges) to get a username and password and actually login.

In the Page Header Editor, when a pre-defined layout was used, changes to text values were not being properly saved.

Some of the system emails being sent out were not showing the correct email address.

For QuickBooks user transactions export, we fixed a timeout problem.

In the Event Calendar, there was a problem recording event locations outside the US.

Chapter (subgroup) Administrators were losing their admin rights after renewing their memberships.

There was a security rights problem for module coordinators recording payments received.

Notes were not appearing for Event-specific Questions.