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 March 31, 2024.
Invoice Download Link on Transactions grid
Based on customer feedback, we've added an invoice-specific link that can be copied from the Transactions tab of a profile for any invoice. This link can be copied and sent to users with only the selected invoice displayed, even if other invoices are open or meet other search criteria in the Invoice Selector. Note that if you have restricted invoices to require login, this link will still require the user to enter a username and password.
This release includes the following enhancements and fixes:
- Performance improvements: we have been working on speeding up certain areas of the database, including some queries and exports. We will be continuing to further improve the performance, especially for databases with large numbers of profiles/invoices, in the coming weeks.
- Fixed an issue in which some Query Tool searches were unsuccessful
- Added a guardrail to prevent users from saving blank "Column" selections on the new Profile Selector Manage Columns feature
- Added a guardrail to prevent users from deleting Category codes when active listings are assigned to that Category
- Added a button to the MailChimp integration settings screen allowing users to test the API information entered and ensure they are accepted by MailChimp
- Fixed an issue saving billing records as "ARB" billings when ARB subscription attempts are unsuccessful through Authorize.net on form submissions
- Fixed an issue displaying multiple pages of results on the My Tasks grid on the dashboard
- Fixed an issue with Member Activity Date saving/displaying a day prior to the actual saved date for some time zones
- Fixed an issue uploading a header image to the BETA directory for secondary setting batch/domain
- Fixed an issue causing long-running Posting batches to duplicate some journal entries in certain cases for QuickBooks Online
- Fixed an issue with the Do Not Email flag for emails that use custom SQL or are started from Profile Selector search results outside of the email screen
New on the Help Center: we've posted a new article outlining some of the key issues currently being reported by customers, for transparency and to help save time on troubleshooting. Click Here