Release Notes

Version 5.3.5  (18 January 2024)

Enhancements

• Postings
  • A default amount may be set for any posting type, and this amount will be entered automatically when the posting type is selected.
  • When selecting a posting type for a new Dues, Donation, or activity posting entry, the amount will default to the "Default Amount" defined for the posting type, and the Quick Amounts area includes an option for the default amount as well. The default is ignored when copying or editing a previously saved posting record.
• Activities
  • The Attendee List on an activity record now sorts in name order by default.
• Reports
  • A new Margin Settings option is available on the Reports ribbon. This replaces the built-in "page settings" button that could not retain any changes. Now margin settings are stored for each report, based on the user. This allows different users to have different settings based on their own needs.

Problems/Issues Fixed

• The Include in Mailings, Include on Reports, and Flag fields are not available for a memberhip data import.
• If a saved report criteria includes a Relative Date setting, the system doesn't validate the entry it correctly if the criterion is edited and the setting is changed to a Specific Date.
• If a label report is opened, margins changed, and then the settings are opened and modified, the changed margins are lost. (5.3.5.1)