Release Notes November 21st, 2020

All of the information you'll need regarding features and fixes released in the November 2020 NeonCRM product update.

NeonCRM

New:

• Introduces a redesigned user interface for the QuickBooks integration settings.
• Introduces the ability to map the service item, class, and deposit-to-account of event registrations by event in the QuickBooks integration settings.
• Webhook triggers are now available for event registrations and store orders.
• Tokens for name, contact, and household information are now available in Workflow emails.
• Default search criteria can now be removed when configuring the Advanced Account Search.
• A warning banner explaining potential incompatibility now appears when accessing front-end forms via Internet Explorer.

Fixed:

• Fixes an issue where account batch updates performed from September 20th to November 21st were not reflected in the Action Log.
• Fixes an issue which could occur with the NeonPay card field on front-end forms when using the system default web template and having card swiping enabled.
• Fixes an issue where QuickBooks syncing errors did not properly appear for multiple transactions in the same shopping cart.
• Fixes an issue where an unexpected system error occurred when uploading a file larger than 100 MB to an account note.
• Fixes an issue where individuals with multiple employment history records always had the company name from the first-added record displayed in Advanced Account Search results.
• Fixes an issue where the Payment Amount token in the NeonPay Refund system email did not populate correctly for partial refunds.
• Fixes an issue where the Credit Card Total output column in the Transaction Report displayed $0 for partially-refunded payments.
• Fixes an issue where including the <> token when adding a link to an email would result in the token improperly populating.
• Fixes an issue where a "this site can't be reached" error was returned when clicking on the hyperlinked header image in an email sent with the system default template.
• Fixes an issue where duplicate custom form entries could be submitted if Safari was closed via the app management screen of an iOS device and then reopened.
• Fixes an issue where the "Total Amount Purchased" and "# of Purchases" output column values in the Top Buyer Report were multiplied by the number of account types on the purchaser's account.
• Fixes an issue where the Email and Mail Merge checkboxes were not disabled when entering pending payments on the back-end.
• Fixes an issue where Email Link Authentication did not work for the <> token in the membership registration system email.
• Fixes an issue where pending or declined memberships could trigger complimentary memberships if these settings were configured to include membership fees.