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Release Notes Week of 9.23.2024

The following have been deployed in this release.

1. Web Forms (released on 9/26)
2. Peer to Peer (released on 9/26)
3. Billing Engine (9/24)
4. CRM Inbound Email Processor (9/24)
5. CRM User Email Generator (9/24)

Web Forms

ID	Work Item Type	Title	APP
41759	Feature	New In-Kind Donation Tokens for Acknowledgments A new token has been added for in-kind donation acknowledgments, allowing users to include donations' weight (lbs.). Previously limited to a dollar amount token, templates can now capture and acknowledge the weight of in-kind donations. For example, food banks can now recognize donors who have contributed 100 lbs. of food in their acknowledgment letters.	Web Forms
42486	Feature	Receipt ID UX Enhancements for Canadian Gift Acknowledgements To better align with Canadian gift acknowledgment requirements, we’ve introduced several updates: Receipt ID Token: We added a new token for Receipt ID that generates a unique identifier for each receipt. Receipts Tab: We added a Receipts tab to the contact record, allowing users to view all receipts without needing to click through each transaction individually. Statements and Reprinting: We updated statements to include the unique Receipt ID. The system will now generate a new unique ID for reprinted receipts while referencing the original ID for tracking purposes. These enhancements ensure our acknowledgment system complies with Canadian regulations and streamlines receipt management.	Web Forms
42634	Feature	New Acknowledgment Tokens: Initiative Description and First Transaction Date We introduced two new tokens for acknowledgment templates: Initiative Description Token: Customize your acknowledgments with a tailored description for the associated initiative. First Transaction Date Token: Personalize your acknowledgments based on donor's history by including the date of their first transaction. This token enables more customized language for donors giving for specific durations. These tokens enhance the flexibility and personalization of your acknowledgment communications.	Web Forms

Peer to Peer

ID	Work Item Type	Title	APP
42486	Feature	Receipt ID UX Enhancements for Canadian Gift Acknowledgements To better align with Canadian gift acknowledgment requirements, we’ve introduced several updates: Receipt ID Token: We added a new token for Receipt ID that generates a unique identifier for each receipt. Receipts Tab: We added a Receipts tab to the contact record, allowing users to view all receipts without needing to click through each transaction individually. Statements and Reprinting: We updated statements to include the unique Receipt ID. The system will now generate a new unique ID for reprinted receipts while referencing the original ID for tracking purposes. These enhancements ensure our acknowledgment system complies with Canadian regulations and streamlines receipt management.	Peer to Peer
42634	Feature	New Acknowledgment Tokens: Initiative Description and First Transaction Date We introduced two new tokens for acknowledgment templates: Initiative Description Token: Customize your acknowledgments with a tailored description for the associated initiative. First Transaction Date Token: Personalize your acknowledgments based on donor's history by including the date of their first transaction. This token enables more customized language for donors giving for specific durations. These tokens enhance the flexibility and personalization of your acknowledgment communications.	Peer to Peer
41341	Feature	CC and BCC Email Receipt Options for Peer-to-Peer Donations (P2P) We added new CC and BCC options to peer-to-peer donation receipt acknowledgments. This feature allows clients to include additional recipients on donation receipts, providing a convenient notification mechanism to stay informed when a peer-to-peer donation occurs.	Peer to Peer

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