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Release Notes week of 07.31.2023

The following apps are deployed in this release.

1. Advocacy Data Importer (released on 8/2)
2. CharityEngine (released on 8/3)

Below is the list of the items that were deployed:

Advocacy Data Importer

ID WORK ITEM TYPE TITLE APP
40463 Bug VA Advocacy Reps are incorrect Advocacy Data Importer

Charity Engine

ID WORK ITEM TYPE TITLE APP

40158

Feature

Bulk Action Menu Enhancements on Transaction Listing Screen

CharityEngine

40168

Feature

Data Importer Field Mapping Search UX Enhancements

CharityEngine

40250

Feature

Assign Next Activity Assignment While Moving Opportunity

CharityEngine

40251

Feature

Show Partially Reversed Transactions on Contact Summary View in Transactions List

CharityEngine

40339

Feature

Upgraded User Messaging Templates & Preferences

CharityEngine

40340

Feature

Bulk Query Categorization Workflow

CharityEngine

40346

Feature

Expose Parent Organization Id in Change Log

CharityEngine

40353

Feature

Allow Transaction Date Entry When Creating Inkind Donations

CharityEngine

40316

Feature

Expose Giving History with No Data for Query Builder Contact Giving History Data Group

CharityEngine

40366

Feature

Expose Membership Start and End Date in Change Logs

CharityEngine

40377

Feature

List Count Calculation Performance Improvements

CharityEngine

40415

Feature

Subscription Collection Tab UX Improvements

CharityEngine

40475

Feature

In-App Case Submission Line Break Formatting

CharityEngine

40485

Feature

Add Contact Company to Cases Query

CharityEngine

40496

Feature

Request to use/ add WYSIWYG editor to all Design Templates

CharityEngine

40430

Feature

Request to expose transaction contact info on Event Registration export

CharityEngine

40515

Feature

Request to add phone number to initiative actions export

CharityEngine

40516

Feature

Request to add "hide" option to bulk actions for initiaitives

CharityEngine

40572

Feature

Embeddable Form Widget Name Configuration

CharityEngine

40555

Bug

Export Jobs - FTP Settings not Saving as Entered

CharityEngine

40560

Bug

Formatting issue on error/ confirmation screen surrounding disabled fields that are required.

CharityEngine

40426

Bug

Queries not assigned to dashboards, when referenced on custom dashboards.

CharityEngine

40435

Bug

Batch tool not capturing check date for transaction.

CharityEngine

40411

Bug

Querying Comma Separated Names with Commas in a Single Value

CharityEngine

40382

Bug

Dynamic Email For Transaction Acknowledgement Process

CharityEngine

40402

Bug

Online Upgrade Transaction Amount presenting as integer and not as currency.

CharityEngine

40335

Bug

Group/Tag Assignment Not Saving for Classic Data Importer

CharityEngine

40354

Bug

Fund Revenue Report reporting inconsistencies.

CharityEngine

40285

Bug

Prepopulate contact address, phone, email and name in create payment wizard.

CharityEngine
40358 Bug User Role Edit UI/UX CharityEngine
40362 Bug Invoice Processing Performance CharityEngine
40507 Bug Low Level Conversion Handling Condition CharityEngine
40511 Bug Media Library Search Keyword Search Length Validation CharityEngine
40555 Bug Export Jobs - FTP Settings not Saving as Entered CharityEngine
40560 Bug Formatting issue on error/ confirmation screen surrounding disabled fields that are required. CharityEngine


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