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Software Updates Updates are made frequently. For brevity, we've omitted the more technical updates below.
11/13/2024
Show Contact Search Results on a World Map
You can now display Contact search results on a map. This allows you to visualize the geographic location of any group of selected Contacts based upon their primary address, or an address type that you specify. Simply go into the Work with Contacts function and search for Contacts. You will see a new button near the search results that says 'Display Results on Map'. Use the mouse to drag and reposition the map, or the mouse wheel to zoom in and out. As you hover over the location pointers on the map, the Contact's name and organization are shown. Click on a pointer and you will see more details about the Contact, including a hyperlink to jump to their Contact record. The email address is also hyperlinked, so that you can immediately draft an email message to the selected Contact. Use the 'Customize' button at the top of the screen to filter records by membership status (paid/unpaid/inactive/new) - and to set other output options. Use the 'Print' button at the top of the screen to print the map. Options under the 'Customize' button determine what is shown and printed.
10/29/2024
CE Transcripts Update
You can now include event-specific text on the CE Transcripts. This comes in handy when your members generate their own transcripts and you need event-specific text to print. For example, you might need to have something like "This event is approved for up to 12 continuing education credits. Approval #ABC-12345." To set this up, simply enter the desired text on the first screen of the Event setup process. Note that the text supports some basic HTML formatting. So you can use bold, underline and italic text.
10/01/2024
Credit Card Account Type and 4-Digit Account Number Added to Invoice Output
The credit card type and last four digits of the credit card number are now shown on the receipt transaction lines of the invoices. Prior to this change, it was necessary to click the 'Show Details' link to view payment details. The credit card type and four-digit suffix are also shown on the printed and emailed invoice receipt output as well. As a reminder, for security reasons, the system does not store the full credit card account numbers, expiration dates or security codes.
08/21/2024
Performance-Tuning
While in general the WebSuite2 system is very responsive, we are aware there are times when it can be slow to respond. This has to do with how the database pre-loads in data before selecting and sorting it. (The first request is slow because it is loading in the data. Subsequent requests are fast, because the data is already loaded and available.) We are working closely with the database experts at Amazon to fine-tune all of the settings and we have a multi-step process to determine to the best configuration. We expect to have this issue resolved by the end of this week. But we appreciate your patience in the meantime.
08/08/2024
Name Badge Format Added
A new name badge output format was added that uses the Avery 5163 (2" x 4") label forms. This form has two columns of five, peel and stick labels. This alleviates the need for name badge holders.
07/10/2024
Add To Calendar Updated
We replaced the 'Add to Calendar' button with a new component which integrates with a larger number of calendars applications. The prior component required an online service that was not working reliably.
06/19/2024
Name Badge Format Added
A new name badge output format was added to allow the Avery 3x4 name badges to be inserted into a printer with no page margins and in a single column. So, if you have removed (torn off) the page margins, and you have only one column of badges, this format will be able to print the badge details properly. This is useful for on-site name badges, where you have less than a full page of badges to be printed at once.
06/14/2024
Welcome to the Amazon Cloud!
We successfully migrated the entire WebSuite2 system and your data to the Amazon Cloud. There are many technical benefits to this new environment, but first and foremost is performance. You should notice that your web pages load faster than ever before, and when navigating the software, the system should be very responsive... (more)
06/10/2024
General Ledger > Show Account Totals by Event
A new option was added that outputs the account totals for each Event.
06/10/2024
Mid-Year Update > We're Moving to the Cloud!
Here's a quick update on what the development team has been focused upon...
05/07/2024
CETrans > Upload CE Trans > Attempt to Automatically Link CEs to an Event
When uploading CE transactions from a CSV file, the system will now attempt to link the CEs to an Event. The CE Title within the import record must match an existing Event Title exactly, in order for this to happen.
