Enhancements:
1. Wanting to have enforced that I can process Payments only on a single record In the Invoice Processing Window (Accounting/Finance or Sales user):
The Accounting Processing Window has been enhanced to improve usability and prevent invalid actions.
- When multiple events are selected and Apply Payment is clicked, the system will display a message indicating that payments can only be applied to one event at a time.
- Available actions have been reorganized to better reflect what users can do based on their selection.
1. On the left side panel, go to Finance & Accounting
2. Click on Accounting Tools
3. Select Accounting Invoice Processing Window
4. In the following window, choose an Event Status, select a date range and click Refresh
2. Bringing over from WPF the Clear Preferences feature:
A new Clear User Preferences option has been added to Administration → User Management. Administrators can now reset a user's saved preferences after confirmation, which permanently deletes the user's UserGridPersistence records and restores default settings.
1. At the top of the screen, on the right side, click on the Gear Icon
2. Navigate to the second page, select Users Management
3. Open an existing record, at the bottom on the right side, you´ll see the Clear User Preferences
3. Wanting to have Grid Persistence on the tab called "Changes" in the Dispatching Shipping Management Window:
Grid Persistence has been added to the Changes tab in the Dispatching Shipping Management Window, allowing users' grid settings and preferences to be automatically saved and restored between sessions.
1. On the left side panel, go to Production
2. Select Dispatching & Shipping
3. Choose Shipping
4. Click on Dispatch Shipping Window
5. Before going to the Changes Tab, you need to select an event from the Shipping Tab:
4. Wanting to know who the name of the user when I log into an event that has been opened by someone else:
The event access warning has been enhanced to display the first and last name of the user currently viewing the event, providing better visibility and preventing duplicate work. This update applies to all event states and is available across all event access points, including Quick ID Search, Event Management, and the Invoicing Window.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
5. Standardizing and Limit Identity Roles in User Management:
The Identity Role tab in User Management has been streamlined to display only approved roles, ensuring consistent and supported role assignments across all databases. Any roles outside the approved list have been removed and are no longer available for assignment.
1. At the top of the screen, on the right side, click on the Gear Icon
2. Navigate to the second page, select Users Management
3. Open an existing record, go to the Identity Roles Tab
6. Wanting to Align Item Description Label Across Windows:
The Item Description field label has been standardized across both windows to ensure a consistent user experience. Users will now see the same label in both locations, eliminating confusion caused by differing field names.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, go to the Billing Tab
OR
5. Go to Sales & Marketing
6. Click on Customer (CRM)
7. Select Customer Marketing
8. Choose Customer Sales and Marketing Management
9. Open an existing record, go to the Billing Tab
BUGS:
1. Academy Role Not Applied Correctly – Global Admin Users Reassigned to Student Role:
The Academy Role integration has been improved to ensure role assignments configured in Core User Management are accurately synchronized with the Elecate Academy application. Users assigned the Global Admin role will now retain the correct permissions, preventing unintended role changes and ensuring access to all Academy administrative features.
1. At the top of the screen, on the right side, click on the Gear Icon
2. Navigate to the second page, select Users Management
3. Open an existing record, go to the Identity Roles Tab
2. Customer Search ID not looking for other parameters except by Name:
The Customer Quick Search has been improved to align with the Elecate experience and provide a more intuitive search interface. Users can now search for customers using Customer Name, Contact Name, Office Phone, Mobile Phone, or Email, with the UI clearly indicating the available search criteria for faster and more efficient customer lookups.
1.On the left side pane, click on the Quick Lookup option
2. Select Customer Search
