Release Notes 23.15 - 7/26/2023

As part of our commitment to your success, we're happy to announce several improvements to MC Trade to help you manage your organization more efficiently and effectively. We will roll out these changes to all customers on July 26, 2023.

Invoice Selector Improvements

With the release, we've made two small improvements to the Invoice Selector search options based on feedback: 

  • Dues/Non-Dues Filters: For customers with many Dues revenue items, you can now easily filter your invoice searches to only those configured as "Dues Type" with the new buttons on the Revenue Items tab:
  • Aging Period "Not Yet Due": In addition to the "Current" aging period as well as all Past Due invoices, we've added another option to filter to only open invoices where the due date is in the future:

This release includes the following enhancements and fixes:

  • Due to recent higher volumes and periodic performance issues, we've made several updates to our most-used searches and processes to streamline efficient processing and speed things up. This should resolve the recent morning/midday issues loading screens that some customers have been experiencing. 
  • Fixed an issue saving Profile Notes in the profile edit screen
  • Updated User dropdowns in the profile and invoice edit screens to sort alphabetically
  • Added the "Image" button option to HTML Web Content editing, to allow for local image uploads and selection of existing web content. 
  • Added the Profile ID field to the header of the Member Portal so members can see their profile ID number clearly displayed. 
  • Added "Cycle" as a search option in the Billing section of the Profile Selector
  • Fixed an issue adding multiple Custom Field values to a profile
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