As part of 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 May 24, 2024.
Updated Task Search
In the Tasks search, we've added a new filter to the search options to find results that are either completed, not completed, or both (no filter). We've also added an export to this grid so results can be sent to a CSV file in Excel.
Click here to learn more about searching for Tasks in MC Trade.
Updated Social Media Icons
Throughout the system, we've updated the icons used to identify the core social media URLs used by your members. The icons are no longer colored (displayed in black and white), and use the latest version of these network logos in the BETA Directory, Member Portal Edit screen, and Profile View and Edit in MC Trade. You can see the new version for the following social networks:
- Twitter (X)
- YouTube
Other social network icons have not been changed. Based on feedback, we plan on implementing a "custom" social media option in the future for additional social media providers, that can be managed directly by you. As these are often changing and some are more important to certain types of associations than others, we've only "hardcoded" the five social media options above into the system at this time.
This release includes the following enhancements and fixes:
- Added a new search element and Manage Columns option to the Profile Selector for the "DBA" database field. You can now search on the DBA value, and it can be added to the results in the Manage Columns standard fields dropdown.
- Updated the "Revenue" panel in the upper right corner of the Profile View to display billing details even if no actual invoices have been created for the profile yet
- Addressed a number of issues with the Member Portal profile view and edit screens for site accessibility, improving input labeling and style formats for automated screen readers
- Fixed an alignment issue in the sub-navigation menu on the Member Portal and BETA Directory
- Added pagination to the Member Activity panel of the Profile View, so users with a large number of Member Activity types can scroll through more efficiently
- Added the County field to the Address block on the Profile View
- Updated the "Between" date search in the Profile Selector to ensure that all dates including the start and end date are included in the results, regardless of the timestamp on those dates