In this patch we began the improvement for clearer Posting Status messages, by moving the action that updates the message to a trigger to allow for more control of the message displayed.

To support this enhancements, System Admins should deactivate the following workflow rules:

• Auto populate PostingStatus from Status (related to Occurrences)
• Auto populate PostingStatus from Status (related to Vol Opps)

The description for these rules has been updated to "Do Not Activate. This action has been moved to a trigger to improve the expected behavior." to reflect that they are no longer in use.

Steps for how to deactivate workflow rules.

We also suggest to Premium Portal Customers that you move your Partner Staff and Volunteer Leaders to the Partner Staff Volunteer Opportunity Layout 2 and Partner Staff Occurrence Layout 2 which has the posting status field as Read Only. (Documentation for improved Partner Staff - Premium Portal can be found here.)

• Typo in the distance column where a distance of 2-9 miles was missing the s has been corrected.
• Using a Saved Search link will override any existing search criteria.  In the past, it was just add the saved search to the existing criteria.

In the past only Team Captains could Sign Up/ Express Interest for volunteer team members.  With this enhancement if an individual volunteer that is not a team captain selects the "Sign Up/Express Interest with a team." option they can select from a team which they are a member of to associated their connection with.  When the volunteer does this they will only be able to see their own association with the team and not other team members.

For example, if Company XYZ creates a volunteer team of all their employees, their employees can use the sign up with a team option and select Company XYZ Team so that even if other employees aren't participating they can still track and associated their service hours to that volunteer team.

When a volunteer elects to create a new volunteer team, that volunteer's information will appear in the list of team members as row 0 so that they don't try to add themselves again as members.   This row is not editable.

When initially creating a Volunteer Team, if the Company/ Group Affiliation is populated you don't have to provide an email or phone number for the team members.  However, in the past, when you later added additional team members an email or phone number were required.

With this patch, adding team members for teams with a Company/ Group Affiliation no longer require an email or phone number.   Teams without a Company/ Group Affiliation will still require a phone number or email address to add new members.

These other improvements were made around volunteer teams:

• Upcoming Opportunities are now showing on the Team detail page
• Please Wait bar has been added when a volunteer submits a new team for creation to prevent double clicking and duplicate teams.
• Volunteer Teams that Express Interest for a project can no longer be confirmed when the Team Captain uses the "Manage My Team" option.
• New contacts created via a volunteer team now have the Primary Address? field set to Home, Calculated Birthdate checked when an age is provided, and Volunteer Type= Volunteer.
• Team sign ups for date & time specific occurrences now have the Attendance Status field populated with "Please Verify"

The check-in sheet was improved by increasing the font size to 10pt to make it easier to read and lightening the grey shading.

Volunteers with Age = 0 will have "Ukn" in the Over 18?.  This will usually be the case for Volunteer Team Members.

Improvements were made to the My Organization page when being edited by the Primary Contact.

• Primary Contact was changed to a look-up field to prevent the contact record from being overwritten.
• Note was added that if the primary contact changes the primary contact to someone else that they are locking themselves out of the My Organization page.
• The "New" button was renamed to "Create New Staff Contact" and removed from next to the Opportunity Coordinator look-up and moved to it's own section labeled "Request portal access for new staff member."
• Bug fix: when using the look-up some customers were having trouble being able to select new contacts.  This has been corrected and the look-up works as expected.

When scheduling a volunteer for a Date & Time Specific opportunity, you can now select up to 5 occurrences at once to schedule the volunteer.

The Organization Information page has been updated in the following ways:

• Removed the Edit buttons next to the Primary Contact and Opportunity Coordinator fields.
• Removed the Create button next to the Opportunity Coordinator field.  (All contacts should be created using the "Create New Staff Contact"  button
• Changes the label from Opportunity Coordinator to Default Opportunity Coordinator.
• The primary contact for the organization is able to use the look-up to change both the Primary Contact field and the Default Opportunity Coordinator field.
• Primary Impact Area now displays the value selected when a single value is selected.  If multiple values are selected it will display "# Selected"
• Expanded the Mission Statement text field to be a text area so that at least 4 lines of text are visible.
• Changed the section label from Contact Information to Organization Contact Information
• Changed the section label from Contacts Information to Organization Staff Contacts and changed the Create New Contact button to "Create New Staff Contact."
• Changed the section label from Locations Information to Opportunity Locations and the State is now displayed in the grid
• The column headers in the Opportunity Locations and Organization Staff Contact tables are now clickable for sorting.

The Occurrence Detail page has been updated in the following ways:

• For Date & Time Specific occurrences: Date, Start time, and End Time fields are displayed.
• For To Be Scheduled Occurrences: Occurrence Start Date and Occurrence End Date are displayed.
• You can now edit the Occurrence End Date of a To Be Scheduled occurrence
• When editing the date of a Date & Time specific occurrence the Start Time and End Time remain unchanged (used to update to the current time)
• New Occurrences are automatically placed in "Awaiting Approval" status
• If a user enters the Date or Time in an unacceptable format an error message pops up letting them know the correct format before they attempt to save the record.
• The Save button has been updated to Save & New, and the buttons have been added to the bottom of the page for easier access.
• Corrected an issue with the mapping of the Min and Max attendance fields.