Product documentation

2024-11-04 Release Notes

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  1. Product Updates
  2. Fixes

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Product Updates

Finalize Invoice - Role permission

  • Previously, users with the Sales Invoice - Edit permission could both edit and finalize invoices. Now, these permissions are managed separately.
  • A new Sales Invoice - Finalize permission has been introduced and automatically assigned to all roles that have the Sales Invoice - Edit permission. Users must now have the Sales Invoice - Finalize permission to finalize Invoices.

Fixes

Configuration

  • The default [Administrate] sign-in sheet template has been updated to support unnamed Learners for Events within Document Templates
  • You can now open individual Document Templates and Communication Template instances from the list view in a new browser tab using Ctrl+Click to open in a new tab, which retains your selected filters on the current page
  • We resolved an issue where users previously encountered an “Internal Server Error 500” when attempting to add a new user in the Email Integration configured with Microsoft

TMS

  • When editing an Event, the timezone will now automatically update based on the selected Location, provided that a default timezone is set for that location
  • We fixed an issue where, when naming an unnamed Learning Path Learner, the Session-level Learner(s) did not have the correct associations applied if the associated Contact was already registered for any Event objective. Now, the Session-level unnamed Learner(s) will be removed or decremented based on quantity, ensuring consistent behavior across Event and Session levels