Spring is here! Bringing showers, flowers, and our first quarterly patch of 2022: MatrixMaxx 22.1
The MatrixMaxx team is in the middle of several large enhancement efforts, including server upgrades from an older LAMP stack to a newer LEMP stack (if yours hasn’t happened yet, it will soon! Our goal is to be finished by June 30th) and building out our new High-Level (HL) API calls, tokens, and documentation.
In addition, we have been working on a variety of tweaks, enhancements, and fixes, mostly prompted by user feedback and documented below. As these items are smaller in nature, we deemed it unnecessary to host a dedicated Overview session (Your time is valuable; We hear your concerns that there are just too many meetings!)
Instead, we invite you to Please take a few minutes to review these patch notes and join us with any questions at 11 am (EDT) on Thursday, April 21st at the next MatrixMaxx Q&A session. Join our Zoom meeting to ask any questions you may have, related to this patch or otherwise. If you can’t join us live, e-mail jmarks@matrixgroup.net in advance with your questions. Register Now! to attend
MatrixMaxx 22.1 Generic Enhancements
These enhancements are now in the generic product. If you have the module that these are attached to, you’ve now got these! (reminder: association-specific customizations may override generic functionality)
WWW Manage Profile: Updated and upgraded the the accordion scripting on the WWW (Individual) Profile Management page to be smoother and provide better accessibility. More info for the techies: We replaced our older Kendo UI libraries with newer Javascript. The WWW (Company) profiles will be upgraded in our next patch. (Internal Reference MAXX-3669)
WWW Create Profile: Corrected an email validation issue in the WWW create profile flow. (Internal Reference Maxx-2899)
Contacts: Committees: On Intranet-side rosters used by staff, we combined the very old ‘Full Roster with Spouse/Assistant‘ (which pulled Spouse/Assistant from the old individual demographic fields) with the newer ‘Full Roster with Spouse/Assistant from Relationships‘ to create a new and improved ‘Full Roster with Spouse/Assistant‘ with smarter logic that uses both individual relationships and the old demographics fields (relationships first, then demographics if relationships are empty) to populate spouse and assistant information (Internal Reference 128348)
Members: Search for (Membership) Applications: Updated Membership Application Status field from a single-select dropdown on the application search to a multi-select list so the staff user can select more than one option at a time. (Internal Reference 128229)
Members: Reports: Membership Dues, by Year: Fixed a bug in the order of the Totals row, and added more fields to the Export. Also adjusted labels on export to be more accurate across modules, e.g., saying First Name rather than Attendee First Name as Attendee is only a relevant term for the Meeting module (Internal Reference Maxx-3666 and P9119/M82876)
Members: Reports: Dates Cancelled/Joined: Added a breakdown into Dues vs. Non-Dues, similar to the Membership Dues by Year report, which is helpful for associations charging a surcharge or added additional line-items to membership applications/renewals. Also added several new columns to the export. (Internal Reference Maxx-3666 and P9119/M83402)
Meetings: Intranet Meeting View page: Put several optimizations in place to make the top charts and stats generate faster.
Meetings: Copy: Added a popup in the meeting copy flow which allows the staff user to select specific files/uploads to copy along with the meeting. (Internal Reference P9200)
Meetings: Registration: Badges: Gave staff new controls to show/not show badge fields in both classic and group registrations (Internal Reference P9175 )
Admin -> Edit Custom Settings -> Meetings accordion
–Added New Badge toggles: Title, OrganizationName, OrganizationName2, City, State, Province, Country
–Toggling these settings on or off will display/hide the badge fields on WWW registration pages (both group and classic) and on the registration emails (for emails, they are hidden even when viewed on the intranet side)
—Note: All fields are still visible to staff on intranet registration pages.
Meetings: All Attendees Export: Renamed badge address fields to be distinct from individual record address fields (Internal Reference 128339)
Meetings: Attendee Substitution: Address an issue with Attendee Substitution Not Working on Intranet side due to conflict with WWW side ‘optimization’ code that allows users to skip to the confirmation page in certain setup circumstances … aka, 1-click registration (Internal Reference 128745 )
Meetings: Events: Validation: Adjusted validation on staff-side meeting edits involving Events, following an incident where an Event Fee in use was able to be deleted, causing issues with the registration using that fee. (Internal Reference Maxx-3608)
Meetings: WWW ‘Classic’ Registration: Updated help text near the badge fields to be clearer that these changes do not impact the individual’s master profile but rather just this one registration for this one meeting. (Internal Reference 128693)
Meetings: Widget(s): modified generic ‘MeetingMaxx Read-Only‘ access to allow these users to see the meeting summary widgets, but still not be able to link to and edit registrations that are referenced by the widgets (Internal Reference 121821)
Meetings: Sessions Add-On: Fixed a bug in time-slot editing (Internal Reference 128535 )
Commerce: Products/Store: WWW My Downloads: Added display of the Product-specific ‘Special Instructions‘ text on the My Downloads page in addition to displaying on the Confirmation page/email (Internal Reference P9176/M83723 )
CRM: Leads: Fixed a bug in the display of the CRM Lead Source field (export of this data was not impacted) (Internal Reference 128510)
Reports: Advanced Individual Search: Added new Firstname Lastname combined field option to the Export; similar to Full Name but without Prefix/Middle/Suffix (Internal Reference 128370)
Intranet: Apply Payment: Added generic reminder help text ‘If you are entering a partial payment, and there are multiple line items on this invoice, be sure to check your payment allocations!‘ to remind staff that MatrixMaxx’s prepopulated allocations may NOT match what you actually want on a partial payment. (Internal Reference 128537)
Admin: Custom Settings: Invoice: If your association is using our generic invoice template and the credit card payment lines turned OFF, you may now add Invoice Pay By Credit Card Instructions help text into the space to give specific payment instructions. (Internal Reference 128060)
and last but not least …
We’ve added new, beautiful Spring Images to the MatrixMaxx Intranet Login page and we’ve Updated the Animal Cams available on the MyMatrixMaxx Dashboard widget! Note that you may need to refresh or re-select widgets for them to update their stream source. (Internal Reference MAXX-3311)
API and Server Upgrades, and Integrations
API version 22.1
- Line-spacing handling: In both the existing and the new HL API, we clarified that we are sending line breaks held in text fields as \r\n … which is an aggregate of \r (older but still in use) and \n (newer). All 3rd parties should be able to parse our JSON to handle as necessary in their code/application (Internal Reference Maxx 3704 )
- New HL API additions went live for some beta clients; documentation is still in progress and will be released next patch; none of these additions would impact any pre-existing original low-level API calls
Upgrades/Fixes related to the new LEMP server stack
The upgrades of all of the MatrixMaxx servers from their original LAMP (Linux-Apache-MySQL-Python) stack to a new LEMP (Linux-NGINX-MySQL-Python) stack is well underway. (We are upgrading each MatrixMaxx client one-by-one; if you haven’t been contacted yet, you will be, soon!) Changes/Fixes/Upgrades to the new tech stack in this release include …
- Implemented several LEMP optimizations to make baseline response time twice as fast as the pre-existing LAMP stack servers
- Fixed URI encoding redirect issue ( Internal Reference 128398)
- Fixed issue with Please Wait and the ViewAsynchronous pages related to the LEMP upgrade ( Internal reference Maxx-3696)
Integrations
- The MatrixMaxx AMS has now integrated with the Umbraco CMS for the first time, using Oauth2 for SSO, API, and Scrape&Drape for styling. Congrats to https://www.factglobal.org on a successful launch!