Kavi Members 2.8 r8 Release (2006-9-26)

• Default wait to make participant current option to off


• Fix to change personal info page for more explicit company changing logic

Kavi Members 2.8 r7 Release (2006-9-19)

• Retrieving active billing options in addition to offline options.
  See bug#21130.

Kavi Members 2.8 r6 Release (2006-9-12)

• Check for list existance before subscribing

Kavi Members 2.8 r5 Release (2006-8-29)

• Fixed issue with Super Admin Type showing under the Admin category
  in the member types area


• Fixed issue with Companies over time and Users over time graphs not
  showing the date properly.

Kavi Members 2.8 r4 Release (2006-08-15)

• Fixed activity type help links


• Keep "Check Accepted Domains" checked on account signup page if form
  errors out


• Allow CC'ing of company contacts in account signup emails


• Add add a user link for staff admin people

Kavi Members 2.8 r3 Release (2006-07-25)

• Added a default for KCompanyLookupField (2006-07-21)


• Fixed bug where a company_rep couldn't add a user to their company
  (2006-07-21)


• Fixed bug in signup template with company name (2006-07-21)


• Account signup is now logged (2006-07-20)

Kavi Members 2.8 r2 Release (2006-07-18)

• Added a default for KCompanyLookupField (2006-07-21)


• Fixed bug where a company_rep couldn't add a user to their company
  (2006-07-21)


• Fixed bug in signup template with company name (2006-07-21)


• Account signup is now logged (2006-07-20)

Kavi Members 2.8 r2 Release (2006-07-18)

• Fixed bug when membership was disabled on a site where it had been
  enabled in the past (2006-07-11)


• Fixed bug where email schedule to field edits wouldn't stick (2006-07-14)

Kavi Members 2.8 r1 Release (2006-07-11)

• Updated end user help. Added description and examples about email template variables. (2006-07-06)


• Fixed bug in the Company (and User) Over Time report where the search based on purpose was not working. (2006-06-29)

Kavi Members 2.8 r0 Release (2006-06-27)

• On the User Search pages that have a company lookup field, javascript aids in the whole form submitting when hitting the enter key rather than redisplaying the same page. Updated this javascript so that it would work even when an entry is made in the company lookup field. (2006-06-20)

Kavi Members 2.8 rc Release (2006-06-20)

• In the reporting tools, enforced csv downloads by using a single button and removing the select options. (2006-06-16)


• Updated end-user help. (2006-06-16)


• Added better validation and validation text around receive_email options and company contact types. Some contact types required receive_email to be true. (2006-06-15)


• Fixed bug in the template blast tools where the attachments in the email couldn't be opened. (2006-06-12)


• The email functionality code has been moved into DotOrg to facilitate its reuse in other applications. (2006-05-22)


• Removed company_renewal and individual_user_renewal options from the All Options page. (2006-05-19)


• The Send Template Blast tool's search pages now have their own company lookup list fields, and Send Template Blast to company rep page lists member companies only. (2006-05-18)


• Pending memberships older than 6 months are no longer flushed. (2006-05-18)


• On the Send Template Blast tools, the Company type, User type and Company Contact and Admin type select lists now allow multiple selection.(2006-05-15)


• Fixed issue of incorrect template variable substitution in the upgrade process. (2006-05-12)


• There is a now a link to the Report Builder tool on the Reports and Downloads page for users having superadmin access. (2006-05-11)


• Moved email functionality into DotOrg, including email queuing. (2006-05-10)


• Fixed issue where replacing a membership with a lifetime membership resulted in a fixed duration being set for the new membership. (2006-05-09)


• Fixed bug in sending template based email where the query based on membership types wasn't working correctly. (2006-05-05)


• On the Manage Company page, in the tab widget for the company's users, work phone is now appended to the user's primary email address. (2006-05-04)


• On the Manage User page, moved username to the top portion of the page and added a password field. (2006-05-04)


• Fixed bug on user activation and deactivation pages where email was being sent even when not chosen to be sent. (2006-05-04)


• Added report builder accessibility properties.(2006-05-04)


• Fixed bug in downloading Individual Membership Report. (2006-05-04)


• On the Manage User and Manage Company pages, added a public membership status page when memberships are pending.(2006-05-02)


• The status pages from the user and company areas now point to the publicly accessible membership status page instead of the user or company status pages. The user and company status pages have been removed.(2006-05-02)


• On the individual and company moderation pages, added an additional delete application link, linking to the delete membership process.(2006-05-02)


• On user updates when addresses, company and company types, and/or user types change, the user's last modified field is now updated.(2006-05-02)


• Changed the Password Changed's Done form to make it more clear the action that was taken, either email or password change or both. (2006-04-28)


• Fixed issue where blank purpose from search criteria carried through to select form, then edit form, and resulted in incorrect purpose. (2006-04-28)


• Fixed issue where user types assigned through membership were not deselectable if the user had the type without the membership. (2006-04-28)


• On the Add a Company page, the member company's accepted domains field will be prefilled based on the entered contact's primary email addresses. (2006-04-27)


• Membership types will not be shown in the view access config popup if purpose is not member. (2006-04-25)


• Added more text to the activity log for membership renewal. Now explicitly stating which membership was renewed. (2006-04-25)


• Added email template variable m_membership_type. (2006-04-24)


• Opening up types for email schedule to include all types, not just types which are not assigned through membership. Similarly on the View Access Config page, the types assigned through membership are now displayed. (2006-04-24)


• Updated the custom proration logic for DMTF. (2006-04-21)


• Checking that the force_email option on the Edit a Company Administration and Contact Type page, and the opt-out option on the Privacy Options page are aligned appropriately, and if not, returning an exception. (2006-04-21)

Kavi Members 2.8 Release (2006-04-20)

• The selection of context on the Add an Email Template page has been changed to radio buttons from a select list. This includes descriptions for each object. (2006-04-20)


• No longer able to add a membership having start date after the end date. (2006-04-18)


• On the Manage User/Company types pages, the UI has been tweaked to change the term Default roles to Automatically Assigned roles. (2006-04-18)


• Added membership renewed on as an downloadable field to default membership reports. Also, it is now an option for membership reports. (2006-04-13)


• Not allowing member to non_member purpose change on the Edit Company/User pages. (2006-04-13)


• No longer required start_date for membership uploads. (2006-04-13)


• The Print-ready option has been removed from the activity histories and log reports. (2006-04-13)


• While moderating company memberships, the company's contacts are now editable. (2006-04-11)


• On the Review Application page, the page description admin email now a mailto link. (2006-04-07)


• On the Configure Individual Membership Application Options page, for the field Default Company for Individual Members, company lookup defaulted to looking up active companies. (2006-04-07)


• The Manage Options page has been updated. (2006-04-06)


• Membership item key now available as a download field for membership reports. (2006-04-05)


• During a user's company change, if the user being edited is pending, if the company they are currently associated with is pending, if that company has one contact, and that contact is this current person, removing the pending company. (2006-04-04)


• Membership activity notes have been removed from the membership process step of Add/Edit User/Company pages since the Admin Details step already includes an activity note. (2006-04-04)


• The Integrity Checker now includes a check for orphaned memberships. (2006-04-04)


• On the View Access Config page, types that are not available and have only archived or rejected memberships are hidden. (2006-04-04)


• Deleting memberships when the purpose is changed from member to something else, instead of just deactivating them since this caused problems with orphaned memberships.(2006-04-04)


• Adding all membership types to default membership types groups by default. This enforces primary membership type model (no dependents). (2006-04-03)


• Purpose change for companyes is no longer allowed if there are pending contacts. (2006-04-03)


• On the Renew Membership page, the request renewal link for companies and/or individuals is displayed accordingly to whether the organization is configured for only companies, only individuals or both. (2006-04-03)


• The email schedule option descriptions on the Add Email Schedule page have been improved. (2006-03-31)


• On the Admin Details step of Add/Edit User pages, the value field showing the user's company name is no longer a link. (2006-03-31)


• On the Edit a Template page, the Context field is now hidden. (2006-03-30)


• Updated the Review Application page (off the Membership Status page) to display all information that the user filled out on the signup form. (2006-03-30)


• On the Add a User and Add a Company page, after selecting a moderated membership, a warning is now displayed to the admin stating that the member is pending and that their information can only be updated through the Membership Application pages. (2006-03-30)


• Role names can now contain only alphanumeric, dash, and/or underscore characters. (2006-03-29)


• On the Admin Add a User and Edit a User pages, inherited Company types and Roles are now displayed. (2006-03-29)


• Added Company type as a searchable field on user search forms. Also, added company type as a possible field on user report builder pages. (2006-03-28)


• On the membership type page, the default grace period for new memberships is now 90 days. (2006-03-27)


• Added a progress form/spinner page feature in the upload tool that would allow the browser to reload if the requested page hasn't loaded before the browser times out. Also, the user would be shown how much of the page load has been completed. (2006-03-24)


• For the upload templates, upload_action is now a required column. (2006-03-23)


• Changed the Select a Report Type field on the first step of adding a custom report from a select list to a radio button field that includes descriptions of each of the report types.(2006-03-22)


• Rearranged the user and company purposes so that the membership reports can only view and download the participant purpose. User and company reports can still have purpose as fixed or search fields. (2006-03-21)


• In downloads of CSV templates for editing existing users and companies via the upload tool, the upload_action column default is now edit. (2006-02-21)


• If accepted domains is on and you add a new member company via the upload tool, a warning message will now be displayed if the field is left blank. (2006-03-21)


• An error will now be raised if accepted domains is tried to be added to a staff, nonmember or company for individual members company via the uploads.(2006-03-21)


• The purpose field is now required in Uploads. (2006-03-21)


• The upload_action column is now required in all uploads. (2006-03-21)


• In the emailed results of an upload, fields that are not part of the site's configuration are now not shown. Eg. if accepted domains is not on for a site, it will not be shown in the results.(2006-03-21)


• Custom fields are now displayed in default reports. (2006-03-20)


• Default company types, user types and roles have changed. (2006-03-16)
  -New role: wg_access: Grants access to Kavi Groups
  -Company type: Members Area Access: Users from this company can log in to the members area: Grants the role member
  -Company type: Groups Access: Users from this company can log in to groups


• Memberships are now allowed to overlap by 1 day. This also fixes the bug where replacing a membership would lead to the membership end date being before the start date. Now the membership's end date is set to the start date of the replacement membership.(2006-03-15)


• If an email schedule is missing a template due to an upgrade, the schedule will be marked inactive and you will be prompted to fix the error. (2006-03-15)


• In the superadmin menu area, the All Options page has been removed and the new Set Org Properties page now combines organization properties and other options. (2006-03-14)


• Memberships will no longer be deactivated when the company or user is deactivated. (2006-03-14)


• Only users of purpose member or non-member are now able to change their company. Otherwise the company fields are hidden. (2006-03-10)


• There is now a review application link on the membership status page that directs to the appropriate review page, which would allow the applicant to review any information that they filled out on the membership application form. (2006-03-09)


• On the Manage Membership page in the members tools area, replaced the Renew radio button with the links View and Renew. The View link goes to the existing membership status page and the Renew link would allow users to renew their membership or review the status of their renewal. (2006-03-09)


• Company types is now a search field on the default user data report. (2006-03-08)


• Contacts summary text now appends work phone if it is present. (2006-03-07)


• The Required Application Options field on the Add/Edit Report pages has been removed. Now, the appropriate fields such as address, phone and email fields will be disabled based on the organization property settings. (2006-03-07)


• Added ability to send attachment on admin send template forms. (2006-03-06)


• The print-ready download option has been removed from the reports' results page. (2006-03-03)


• The following configuration options' defaults have changed: (2006-03-03)
  - encrypt passwords is Yes
  - public email errors is Yes
  - company_add_user is Yes
  - company_change_URL is Yes
  - user_change_company applies only to Individual Members & Nonmembers and is Yes


• The following configuration options have been removed: (2006-03-03)
  - hide_from_individuals
  - user_activation_notification
  - user_deactivation_notification
  - individual_user_renewal
  - company_renewal


• Membership type group functionality is being hidden. Editing of membership type grouping in membership type forms will no longer be allowed. Also, new membership types will now be added to a default primary group which would restrict a user from having more than one membership at the same time. (2006-03-02)


• The Company Policy and Preferences & User Policy and Preferences templates are now available on the Configure Privacy Options page. (2006-03-02)


• Fixed bug where the to_addr was always defaulting to admin email address on the Generate Login Keys page. (2006-02-28)


• The javascript auto_lookup feature for the company lookup fields is now ON by default. (2006-02-27)


• On the Add and Edit a Report pages, separators have been added between differnt kinds of categories of fields to better organize the fields for cleaner and clearer field display.(2006-02-27)


• In the reporting tool, changed all instances of Person to User. (2006-02-21)


• Fixed issue where various fields were missing from the default reports. The default reports now mirror those in Members 2.7. (2006-02-21)


• The admin_copy_email no longer available as template variable. (2006-02-17)


• The Superadmin menu layout and page names have changed for better display and accessibility of features. (2006-02-16)


• On the Add User, Add Company, Moderate Company Membership Application (single) and Moderate Individual Membership Application (single) pages, all scheduled email will now be queue on the Send Email form. The admin can then review the emails, edit them and choose which ones to send. (2006-02-15)


• Default address reports have been removed. (2006-02-10)


• Added missing person and company item key fields as well as person receive email field in the reports. (2006-02-09)


• Merged help from members 2.7 into head. (2006-02-09)


• Added a View Access Configuration page to display the membership types, user and company types and roles configured for the site, along with their descriptions and hierarchy. Also added links to view it on several pages. (2006-02-08)


• The admin forms for managing memberships now include activity note fields for the activity history. Any note added is appended to the automated workflow notes. (2006-02-08)


• On the Company Membership Signup page, added a feature to reuse previously entered contact info, so that one person can be marked as multiple contacts. Eg. the same user can be marked as a primary as well as a billing contact. (2006-02-08)


• On the Manage a User and Manage a Company forms, custom fields are now truncated at 60 characters. (2006-02-07)


• Added ability to sort columns on the Roles, User types, Company types and Company Contact types pages. (2006-02-07)


• On the Request Password's Done page, added a customizable redirect where the redirect URL can be entered. If not populated, the page would redirect to the referring_url if it has been passed in. Otherwise the page would redirect to the site root. (2006-02-07)


• On the Add Report and Edit Report pages, added a column Default/Custom. (2006-02-06)


• Added admin_manage_link, renewed_with and replaced_with to email template variables. (2006-02-06)


• The email content of the messages sent from the Membership Renewal page has been changed. If the member doesn't have any renewable memberships, a message stating that there are no available memberships will be sent. If the member has a pending membership, a message stating providing a link to the renewal application will be sent. (2006-02-03)


• Fixed issue where if you type in someone's name and hit the Enter key, that the form returns the list of companies if the company lookup widget has changed from a pull down menu to a lookup search. Javascripting aids in the whole form page submitting when hitting the enter key rather than redisplaying the same page. (2006-02-03)


• Added membership renewal info options for the new reporting tool. This would provide information about members that have renewed, intend to renew, do not intend to renew etc. (2006-02-02)


• Added a suppress_email option, defaulted to suppress, instead of implicit suppression of all emails, on the bulk moderate membership application pages. (2006-02-02)


• The Manage Reports tool in the superadmin area is now available only to kadmin users. (2006-02-01)


• Membership types, Company contact types, user types, and company types fields on the reports' search and other pages are now using static operators, all defaulted to is. (2006-02-01)


• The template variable company_name has been changed to name. (2006-01-31)


• Membership activation/deactivation logging is now disabled. (2006-01-31)


• Membership fields are now excluded in reports if memberships are not enabled for the site. (2006-01-30)


• The rosters, links to rosters, etc. on the My Account page and the /kmembers/person page now only appear to Company Reps from Member Companies. (2006-01-30)


• Template variables will now have a prefix depending on the object. Eg. a for accounts, c for company. u for user and org for organization. (2006-01-30)


• Added the field acquired_with to record what memberships were acquired together. Added a tab data widget to show memberships acquired with membership being moderated.(2006-01-30)


• Added a check for missing primary_email and mismatched accepted email domain in the Integrity Checker. (2006-01-30)


• Individual and Company membership reports are only displayed when the site is configured for memberships. (2006-01-26)


• Implemented a custom proration method hook as a zmi script. This would aid in creating a customized proration feature for membership fees. (2006-01-26)


• Purpose for new companies and users will now default to the most common purpose: Member Company for companies and Company Representative for users. (2006-01-25)


• Added the Check Data Integrity page to the superadmin menu to check and correct data integrity issues. (2006-01-25)


• Defaulting operators for data fields in reports to the contains option. (2006-01-25)


• Fixed scalability issue where sorting in the Print view of the report results would cause the page to hang. (2006-01-24)


• Major enhancements in the Upload tool including extensive error checking and validation and an improved test run. (2006-01-23)


• On the add a membership type page, moderation is now on by default. Also, instruction textfields prefilled when adding a new type. (2006-01-20)


• Added the new reporting tool to generate, configure and edit reports. This report builder is available in the superadmin area. These reports can be run and the results downloaded in the reports and downloads area. (2006-01-19)


• Email template tools have been moved to the superadmin area. (2006-01-17)


• Major improvements and changes to the email template and scheduling functionality. All site email is now available for configuring on the email schedule page. Also, email configuration is now event based rather than hard coded. (2006-01-17)


• On the company and individual membership type forms, company and user types are now required. The roles granted in that process are also displayed. (2006-01-12)


• Renewals are now prevented if signup is off. Also, start date of renewal membership now defaults to the end date of the membership being renewed, instead of the day after. (2006-01-12)


• Roster style is now configurable per access type. If grouping by access type, the style of the access type grouping will be used. Otherwise, if there is a style hierarchy, the style of the access type will be used in the order, name and logo, logo, name. (2006-01-11)


• UI changes on the Create Password page linked from the New User Signup Email for better usability. Also, now the same login key is sent if unused or expired. (2006-01-10)


• No longer deleting memberships when membership_enabled is turned off. Also, preventing membership_enabled from being turned off if there are any memberships and preventing signup_enabled from being turned off if there are pending account signups.(2006-01-10)


• In the activity history, renewals are now logged as Membership Renewed instead of membership additions. (2006-01-10)


• Membership end dates are now being computed differently. Start dates and end dates will now overlap by 1 day i.e. membership end date and start date will be on the same day. Also, for fixed duration memberships, for eg, yearly membership will be 1 year minus 1 day. (2006-01-10)


• Membership notifications will no longer be sent if membership_enabled is off. Also, membership will not grant/strip types or change status if membership_enabled is off. (2006-01-03)


• Page description on the request renewal link page is now dynamic. There are now two links to login and renew membership, one configured for individuals and one for companies. (2006-11-22)