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Release Notes week of 11.13.2023

The following are deployed in this release.

1. Web Forms (released on 11/13)
2. CharityEngine (released on 11/16)
3. Web Forms (released on 11/16)

Web Forms

ID WORKITEM TYPE TITLE APP
41150 Feature

Add "weekly" option for recurring giving on forms

Web Forms
41211 Bug Single Line Address Layout Web Forms
41184 Bug Online Form Transactions Created Without a Formal Contact Record in Some Cases Web Forms

CharityEngine
ID WORKITEM TYPE TITLE APP

40522

Feature

Carbon Copy Email Donation Acknowledgements

CharityEngine

40638

Feature

Add Activate/Deactivate Toggle to Campaign List (UI/UX)

CharityEngine

40647

Feature

ACH Funding UI/UX Improvements

CharityEngine

40689

Feature

Improved UX for Custom Dashboard Role Assignment

CharityEngine

40690

Feature

Dashboard Row Height Configuration

CharityEngine

40711

Feature

Add Custom Fields to Household Query

CharityEngine

40754

Feature

QueryBuilder Group for Opt-In List Members with Last Subscribed and Unsubscribed Date

CharityEngine

40833

Feature

AutoSelect Child Tags when Parent Tag selected in filter

CharityEngine

40908

Feature

Add Cash & Check options to Batch Entry Template

CharityEngine

40956

Feature

Add Organization to Household Relationship Types

CharityEngine

41023

Feature

Enhance Case Take & Assign Feature

CharityEngine

41031

Feature

Opportunities Dashboard & Lifecycle UI/UX

CharityEngine

41052

Feature

Customizable Confirmation Message After Survey Submission

CharityEngine

41072

Feature

Configure Opt-In Lists While Adding Contacts In CRM

CharityEngine

41081

Feature

Extend Character Limit on Internal CC for Web Forms

CharityEngine

41090

Feature

Top & New Donor Reports Enhancements

CharityEngine

41113

Feature

Contact View Panel Management UI/UX

CharityEngine

41145

Feature

Average Gift Calculation on Initiatives Report

CharityEngine

41146

Feature

Bulk Delete Contact Job Titles, Prefixes and Suffixes

CharityEngine

41147

Feature

Add Automatic Payment Method to Membership Query

CharityEngine

41148

Feature

Change Naming Convention on Importer for Membership Auto-Pay Installments

CharityEngine

41151

Feature

Add Filter Options for Advocacy Issue Actions Tab

CharityEngine

41179

Feature

Improved UX to Call Out Unlaunched Initiatives

CharityEngine

41205

Feature

Communication Series Member Trace Tool

CharityEngine

41206

Feature

Add Change Logging for User Account Role Assignment

CharityEngine

41215

Feature

Venmo/PayPal warning message for Review/clarification

CharityEngine

39493

Feature

Two End of Year Statement Templates Showing Available Fields For Householding

 CharityEngine

41240

Feature

ACH Online Fraud Prevention Enhancements

CharityEngine

41270

Feature

Add Country to Address Query Builder Group

CharityEngine

41298

Feature

Add Length Function to Postal Code Field in Query Builder

CharityEngine

41284

Feature

Query Builder Enhancements

CharityEngine

40829

Bug

Contact Restore via Recycle Bin - Dropping "Member" Attribution

CharityEngine

40928

Bug

Batch Processing Enhancements

CharityEngine

41105

Bug

Active Filter Lable Showing When No Filters

CharityEngine

41114

Bug

Restored Contacts Missing Data

CharityEngine

41141

Bug

Initiative Cost reporting

CharityEngine

41224

Bug

Track Time Keyword Search

CharityEngine

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