What's new in Elevent

We recently introduced the ability to add an Access Code to a private allocation. End-users can enter that access code to reveal privatized tickets even if they haven't specifically been made a part of that private group.

This change will ensure that end-users have the opportunity to enter an Access Code and see private tickets even if there is no public allocation or any non-private tickets. Now a showtime could be entirely private and accessible via access code.

Learn more about allocation access codes here.

A lot of new membership functionality has come about since the Membership Customer Report was created--that report even pre-dates renewals and upgrades, not to mention the more recent changes to renewed/upgraded members.

To be consistent with the other Customer reports, we revamped this report to reflect who has what right now. Beforehand, this report indicated it could be used as a transaction report (and wasn't serving that purpose very well). We removed order codes and swapped out the purchase date filters for a new Status filter.

This makes it easy to see, at a glance, all active members and/or all lapsed/lost members as of right now.

If you haven't used it before, the Membership Customer Search is a very handy complementary tool--where you go to see all the people who share memberships and view membership benefit usage. If you want transaction-detail on each membership purchase/renewal/upgrade, the Membership Transaction Export will give you precise transaction details on each membership. Purchase dates and order codes were removed from this tool as well.

Also, for alerts about each membership purchase, you can receive email alerts to emails set in your Account Settings page--just look for Membership Purchase Notification Email Recipients.

Or similarly, get Slack messages by checking off the second box in Manage Integrations.

For those of you who used to use the Membership Customer report to alert yourselves of recent membership purchases, we are soliciting your feedback for additional features. If you used this report in the past, please tell us more about how you'd use it--what actions or processes this info would set into motion in your organization.

The Ticket On/Off Scheduler used to stop showing Virtual Events after their Start Dates. That was problematic since virtual showtimes were still actively streamable until their End Dates--so you couldn't make bulk ticket updates on those showtimes after streaming onset.

That's been resolved; virtual showtimes will stick around until their end dates.

Elevent for Salesforce v1.1 is available. This version includes:

 

Improvement

  

Automatic tracking of field history on Elevent custom objects

The app will now automatically set up field tracking on Elevent custom objects. This makes the sync more transparent. Elevent objects can be viewed on a record’s History-related list or through History reports. For each field, field tracking logs the date and time of change, the user making the change, the old and new values, and introduces the ability to undo a change.

You'll be able to review the update history in the Related tab on each Elevent Update

 

Improvement

  

Elevent for Salesforce will no longer require bleeding-edge versions of NPSP to install

The app will now install and upgrade with less-recent versions of the Non-Profit Success Pack (NPSP) extensions. This became a burden as the NPSP install link has more recently trailed the latest release of NPSP by a number of weeks, causing confusion.

Current NPSP version dependency is NPSP v3.223

 

Fix

  

Adjusted the automatic setting of Last Imported data on On-Demand Imports to reach back 1 day further

Frequent users of On Demand importing data could get confused if no data was being imported when there had been some recent updates. Manually setting Last Imported Data wasn't so intuitive, so this fix will agree better with the API and get all data.

Note, this might result in more duplicate entries of the in-process records in Elevent Customer Updates, but do not be alarmed--the actual, useable processed accounts, contacts, and opportunities will not be duplicated.

 

Fix

  

Avoiding conflict during concurrent scheduled and on-demand processing

It's possible to get this error message: unable to obtain exclusive access to this record” error.This is a Salesforce conflict that could get caused when a scheduled process and an on-demand process try to run at the same time. This fix avoids the conflict, which is really a false alarm.

Did you know one or more email addresses of your choosing can be notified whenever there is a membership purchase, renewal, or upgrade?

You enter a list of email addresses in the Account Settings page.

These notification emails weren't being sent as reliably as we'd like, so we upgraded the email sending service for these emails to our newer email engine.