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Release notes
Merge duplicate records, favorite reports, and lists on every record
Merge two companies or two people into one with every reference repointed. Reports get search and per-user favorites. Lists show on company and membership records, and report results can be saved as a list.
- Records merge: merge two companies or two people. Every referencing column is repointed, the merge is logged, it is admin-only, and a failed run can be re-run to finish.
- Reports: header search across templates and saved reports, per-user starred favorites, and a picker that also finds companies.
- Lists: a Lists card on company and membership records, and an Add-to-list action from the report builder that de-duplicates.
- Events: the category filter now matches event kinds and runs server-side; CE credit states are set per session.
- Memberships: a renewals callout to raise the invoice or record the renewal payment for lapsed members; downsizes reprice; unpaid invoices can be edited.
- Sponsors: editable sponsorship groupings per tenant, check number and notes on each row, and dues tier driven by the states a member covers.