Filtering

  • Feature
Autocomplete fields added for the filter by roles
C-5036
DESCRIPTION

The filter by roles has been updated by autocompleting fields on the Member list both in BackOffice and on MyPage. There is no need to print the title of the role each time while searching the members in the system, just start writing a role in the filter and pick up the necessary role from autocomplete fields.

  • Feature
Persons – Search filters for companies and levels are now separated
DESCRIPTION

Want to find all members of some local team or company? Previously, it might be difficult in some cases. Now search by level name is separated for companies and levels.

How to use: On person list (both back-office and My page) there are two sets of fields in “Registrering” filter category – search field with autocomplete “Level/company name” and “Include all nested levels” checkbox.

  • Feature
New filter by invoice period added to Product list
DESCRIPTION

The Product List in BackOffice is updated by having the filter for the invoice period in the same way as it is displayed on the Invoice list, so filtering options are more convenient to use now.

  • Feature
Autocomplete search field when searching members by Subscriptions
DESCRIPTION

Previously, an administrator could filter subscribers by subscription name by using a text search field. That’s why, in some cases, it was impossible to find all subscribers of some subscriptions (e.g. search only “Medlemsabonnement” when there is also “Hovedmedlemsabonnement” subscription). To resolve this issue, we changed the search field type – now it’s an autocomplete search field, where you can search by any part of the name and select the exact subscription from the list of available results.

How to use: In back-office, persons/levels/companies list, “Subscription” filter block.

  • Feature
Improvements inside the activity registration flow
DESCRIPTION

To improve the flow of the activity registration, we did a review of the current registration flow and implemented a lot of adjustments. The most important of them are the following:

  • Decreased number of steps to complete the registration for a smoother process,
  • A clearer overview of the activity products,
  • Now participant may see activity products and apply discounts on the same page where the payment is happening,
  • Upgrade of the “pay by invoice” payment option.

“Pay by invoice” payment option

To make the system more consistent, we have added the following changes to improve this part of the activity registration:

  • A participant always has a possibility to choose the “company pays” option inside the invoicing part and an ability to choose/add the right company,
  • A participant may see more details about the company inside the company search,
  • The flow of choosing/adding a new company by getting its data from data hotel is improved from the UX point of view.

    For the “company pays” invoicing option system collects more details about company payment information for more accurate invoicing which are company name, org number, payment method, address, postcode, city, country, email, PO number, and reference. If a participant adds a new company from the data hotel, system asks to fill in those details. If a participant has a company that is already registered in your association, the system pre-fills payment details with company payment details, and the person is able to update them if there is such a need.

  • System does not require a company mobile number to be added inside the company payment details.

  • Bug fix
Wrong result in the filter on Back-Office Subscriptions list
DESCRIPTION

It was an issue with the filtering subscriptions by availability on the registration form – the results were shown vice versa.

  • Bug fix
Filter by levels always showed an empty result on My Page member list
DESCRIPTION

We faced a problem with the filter by Levels on My Page member list – it always showed that none person has found. Now everything works properly.

  • Bug fix
Backoffice – Filters categories in the Backoffice wasn’t working after filters reset
DESCRIPTION

Sometimes admins were not able to close/open the filter category block inside the left-side filter bar after Filter reset applying.

  • Bug fix
Sorting of OCR list didn’t work
DESCRIPTION

There was a bug that didn’t allow an administrator to sort the back-office OCR files list. Now it’s fixed!

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