Take a look at the Release Webinar for August, and check out the release notes below!

New Features! 

Custom Credit Card Button

Description:

Added the ability to edit the text on the Credit Card button on the Portal > Dashboard > Make a Payment screen.

• • The field will be editable from Settings > Association Settings > [Payment Integration] Payment Label.
    
    
    • Character limit is 20 characters.
    • The default value is “Credit Card” if no value is entered.
  • The button will lead to the payment portal.
    
  • This feature will affect both Modern and Classic Portal.
  • Each banking partner will have its own settings.
    • Individual settings may vary based on each banking integration.
  • In Association > Portal Pages, the Credit Card Payment page needs to be enabled.
    • Note: If this page is not enabled, there will be no credit card options available on the Portal page.

Impact:

Before this release, your Credit Card button simply said, “Credit Card” which caused confusion in homeowners because “Credit Card” was being used to encapsulate a broad range of functions. This new feature will allow you to enter custom text so the button can say whatever you need it to say to best inform and guide your homeowners to your payment portal of choice.

Modern Portal Home Page

Description:

The following changes have been made to the Modern Portal regarding homeowners being able to log out:

• A Home button has been added to the Homeowner dropdown list.
  • This button will redirect to the Home page with the Login section being hidden.
    
• Selecting the Association’s logo will redirect a logged-in homeowner to the home page with the Login section being hidden.
  • If there is no logo present the redirect will not be active.
• A Log Out button has been added to the Home page that will only be displayed when a homeowner is logged in.
  • This button will redirect to the Login page and hide the Log Out button.
    
• A Back to Portal button has been added which will only be displayed when a logged-in homeowner navigates to the Home page.
  • This button will not be displayed if the homeowner is not logged in.

Impact:

These changes to the Modern Portal will help your homeowners navigate through the Portal. The addition of these Home buttons will alleviate the confusion that was hindering your homeowner’s workflows.

Modern Portal Page Content

Description:

The following changes have been made to Portal pages and their Default Content:

• • Portal pages will now display the default body content in the Edit Body Content
  • The following changes have been made to the Reset Default Text button:
    
    
    • The button will function dynamically and either hide or be displayed depending on if the portal page has default content or not.
    • The button will not display in the Edit Body Content section for portal pages that don’t contain default content.
    • The button will display in both Association and Global Portal pages for the Portal pages and Content section that contains default language.
    • Selecting the button will cause all content in that section to clear and populate with the default text for that Portal page and section.
      • Selecting Update will cause the context in the Content section to display the default language.
      • Selecting Cancel will not save the content and the body content will revert to its previous state, before selecting Reset Default Text.

Impact:

Being able to customize your Modern Portal landing page is now easier than ever with this update. Each association’s Portal content can be edited as needed. Or, if you’d like to simply revert your Portal’s body content back to its default state, you can just as quickly use the new Reset Default Text button to save you from the previous hassle involving copying and pasting content between portals.

Portal Attachments

Description:

The Paperclip icon () will now only be displayed on Portal pages in the Attachment column if the associated Action Item contains a valid attachment.

Impact:

The paperclip icon was being unintentionally displayed on Action Items that did not contain attachments, but with this release, we’ve eliminated that potential for confusion by ensuring that the icon displays for valid attachments.

Portal Payments

Description:

The following changes have been made to payment types in both Classic and Modern Portal:

• If a payment type is marked as Not Used on the Association > Portal Pages, the payment type option will not be displayed on the Portal.
• Selecting an available option will redirect the homeowner to the proper payment screen.
• Disabling Auto Draft in System > System Settings will remove the Auto-Draft button from the portal even if the Auto-Draft page is marked as Active in Association > Portal Pages.
• Disabling eChecks in System > System Settings will remove the One-Time ECheck and Recurring eCheck buttons from the portal even if the eCheck pages are marked as Active in Association > Portal Pages.
• Disabled portal pages will not disable recurring eCheck payments.
  • Only new recurring and one-time payments will be disabled.

Impact:

This new feature will ensure that your homeowners don’t attempt to click on a Portal Payment type that isn’t currently supported, which was redirecting them unsuccessfully when they attempted to use the disabled button.

Corrections

Action Item Images

• The error causing embedded images to not display accurately upon being received has been resolved.
  • Embedded images will now be automatically added as an attachment for that action step.
    • A text description will replace the image and indicate that the image has been added as an attachment.

Owner Audits

• Corrected the error causing users to not be able to correctly identify who used the Edit Balance History function due to the Audit Logs not accurately displaying who made changes.

Non-Homeowner Board Members

• Corrected the error causing newly added non-homeowner board members to not be added to the Board Member list until the user refreshed their browser.

Block Creation Flag

• The issue involving the Block Creation flag on the Homeowner Request and Work Order Action Items to not exclude the action item from being an option on the Submit a Request and General Request options has been resolved and flagged items will no longer be an available option on the portal.

Modern Portal

• Corrected the following instances of the Settings > Portal Pages not updating and/or displaying correctly in the Modern Portal:
  • Changes made via Settings > Portal Pages.
  • Changes made via Association > Portal Pages.
  • Changes made between Settings > Portal Pages and Association > Portal Pages remain consistent.
  • The Main Title, Page Title and Body Title fields cannot be edited on the Change Password
    • Body and Footer Content sections are editable.
  • Footer Content will only display once on the Portal Page.
• The error causing the Close Window option to not be available when Editing Calendar Events has been resolved.
• Corrected the issue causing non-owner Board Members to be logged out after selecting My Account from the profile dropdown.
  • The My Login option will now be available for non-owner Board Members.
• The issue involving the Monthly View on the Portal Calendar not displaying titles on recurring events accurately has been resolved.
• Corrected the issue involving the Board Actions > To-Do List to only display a number if the homeowner has a Board Role.
• The Service Provider column will now display information accurately for Board members when viewing each work order.
• Corrected the issue causing users to have to refresh the grid after attempting to add columns to the Homeowner List grid.
• The error involving users attempting to make payments through PayLease on the Modern Portal to be incorrectly redirected to the Classic Portal and not able to log out has been resolved.
• Corrected the issue causing Open Issue and Invoice timestamps to display timestamps based on UTC instead of the association’s System Time Zone has been resolved.
• The error causing Board Invoice Approvers to be able to view and reply to all homeowner action items of any type regardless of their active permissions and security settings has been resolved.

Association Calendar

• The error causing a calendar event created by a board member to inadvertently change its security setting from None to Internal has been resolved.
• The error causing a calendar event being scheduled after 5:00 pm PST to be scheduled for the following day due to time zone issues has been resolved.

Portal Pages

• Corrected the error causing Model Association types to be displayed on Association > Portal pages as available options.
  • Note: This change applies to both Classic and Modern Portals.

Amenity Reservations

• The error causing an Amenity Reservation Action Item to inadvertently change to four hours ahead of the original requested time has been resolved.

Bank Register Report

• The issue causing the Bank Register Report to not accurately display all information when applying date range filters to the report has been corrected.

In Case You Missed It!

The following items were released since our last major Release via our weekly Maintenance Releases, but we wanted to make sure you didn’t miss any of these features!

Balance Summary (No Subledger) Merge Tag

• Balance Summary (No Subledger) has been added as a new Merge Tag.

  • The new tag will work similarly to the Balance Summary tag except the Subledger Description and Order By will not be included.

Bank Register Report

• The following items have been renamed to maintain consistency across pages:
  • The + New ACC Type button on the Association > ARC Types > UnUsed ARC Types tab has renamed + New ARC Type.
    
  • Settings > ACC Types has been renamed to Settings > ARC Types.