Release Notes - 17.1 - 1/17/2017

As part of our commitment to excellence and customer success, we’re happy to announce several enhancements and improvements to WebLink Connect to help you manage your organization more efficiently and effectively. As with previous releases, we will roll out these changes in stages beginning Tuesday, January 17.  All customers will have the release by Tuesday, January 24.

Transaction History

In your Online Bill Pay webpage in the Members Only Portal, your members can view and pay open invoices. With this release, they will also be able to see past transactions that have been paid for a date range of their choosing. When logged in, your member can see the list of past transactions in a list separate from their open invoices, and view/print these invoices. Click here for more details.

This feature will give your members an improved online experience, expanding the resources you provide to them and giving them a quick and easy way to see their history with your association. 

CQ Roll Call Integration

CQ Roll Call is a grassroots advocacy software designed to help you communicate with and engage your members on legislative issues. When integrated with your WebLink Connect software, membership information is synced with your CQ Roll Call data to allow you to keep your legislative communications and calls to action up to date with the latest contact information for your constituents. It also allows you to see at-a-glance district and representative information within the Profile Browser in WebLink Connect without requiring double data entry or custom fields.

Bug Fixes and Other Improvements

  • Fixed an issue with user access on Address tab in a profile
  • Updated Assigned To/Sold By User fields to restrict to only active users
  • Fixed an issue with ARB setup for state of Alaska
  • Updated Report menu items for all users
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Comments

2 comments
  • Transaction History update: does this mean members will be able to see the breakout of rebalanced related revenue items?

  • Hi Kevin,
    Thanks - yes, that's an excellent question, your members will be able to see the breakout of rebalanced related revenue items in Transaction History. Unfortunately we do not have the ability in this feature to roll-up or "fake" the transactions, it will just display the actual line items on their invoices.

    If this is not something you prefer your members to see, you can hide this feature by going to Admin > Set Preferences > Web Preferences, select Web Defaults and then select Members Only. Select "Do NOT Display Transaction History" and click Save.* This will hide the feature. We do have plans for a new and improved Members Only portal in the future, where we will be able to include more advanced features for displaying transactions, but until then you will need to hide the transactions if you'd prefer your members not see the details.

    *Note that if you have a third party website, you may see an error upon saving that says "An error occurred while trying to upload your CSS file to the designated web server." You can just click OK and ignore that - the setting will save just fine.

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