Release notes 7.8

Release Date: 
Wednesday, 12 August 2015

Major Features

Important: Java 8 is now a minimum requirement to run onCourse. If your organisation is not able to upgrade to Java 8, please contact us before performing this upgrade.

Custom field drop down boxes for onCourse and the web

Custom fields for contact records can now be made into drop down selections of choices for use inside both the onCourse application and on your onCourse enrolment website. This feature allows you to define a list of choices inside the custom field settings, separating each item with a ; e.g. Radio; TV; Internet; *

If you include an asterisk (*) in the list as per the example above, then your users will also have the option to type in free text as a response. You can also log into your onCourse CMS to make these custom fields, show or be a mandatory question as part of the online enrolment, waitlist or mailing list process.

Re-styled all reports

All standard reports have been reformatted for a more consistent look and feel, and to simplify the templates for custom changes.

Rebuild of all onCourse exports

All export CSV, XML and other custom templates have been migrated to Groovy. This significantly reduces the load on your server when running large data sets for export, and allows for much simpler custom export editing.

Minor Features

  • Payroll number has been added to the contact advanced search options (#21464)
  • Find related courses has been added to the class cogwheel options (#25321)
  • The default sort order of the invoice window is ascending date order, so the newest invoices show at the top of the list (#17724)
  • A ‘Duplicate invoice’ option has been added to the invoice cog wheel. This allows you to quickly re-create invoices from a previous invoice template, but change contact, change the value or add a negative symbol for a credit note (#17723)
  • Payment out credit card reversal options only show payments that are valid to reverse e.g. those greater than the amount you wish to refund, and those less than three months old (#13396)
  • Qualification name added to the certificate list display in the contact window (#17391)
  • The class cancellation process has been optimised to make it run faster (#21186)
  • The class duplication process has been moved to the server to make it run faster (#24958)
  • A new messages list view has been added to the ‘People’ menu option, showing all messages sent from onCourse. This is the same information that is available in the contact message window, and includes all messages sent automatically via script triggers (#24912)
  • Find related contacts, invoices, membership product and enrolments has been added to the memberships window (#25247)

Reports and Scripts

  • A new script (send enrolment notice for tutors) and accompanying email template (enrolment notification) has been developed to send automatic notifications of enrolment to a defined tutor contact for all classes tagged with ‘notify manager’. You can create a tutor role called ‘course manager’ and the tutor assigned to the class with this role will receive the notification. This script is disabled by default. (#21733)
  • A new event type ‘enrolment successful’ has been added to the onCourse scripting engine and can be used to trigger custom scripts (#25199)
  • All new exports can now be called from, scheduled and emailed from within a script (#25470)
  • The statement report now shows and opening and closing balance for the report time period selected (#22853)

Fixes

  • Improvements were made to the ‘find related’ options for vouchers so that find related invoice finds invoices created on voucher purchase (including $0 invoices) and any invoices created on voucher redemption, and find related enrolment finds any enrolment purchases where the voucher was used as a payment method (#25237)
  • Fix to allow two tutor records to be merged successfully (#25298)
  • Allow banking of inactive payment method types (#25587)
  • Improvements made to the payment replication process between onCourse and the web to reduce the occurrence records stuck in ‘in transaction’ state (#24905)