Learn about our newest features and enhancements!
Release Notes week of 10.3.2022

  1. Admin Console (released on 10/4)
  2. Advocacy (released on 10/6)
  3. Data Jobs (released on 10/6)
  4. Admin Console (released on 10/6)
Below is the list of the items that were deployed:

ID

WORK ITEM TYPE

TITLE

APP

5494

Feature

Form Fields - Add Phone, Email, and Address Type Fields

Admin Console

12795

Feature

Form Field Mapping Options For Granual Communication Preference (mail, sms, etc.)

Admin Console

4376

Feature

Event Registration Ticket Quantity Render as Text Box or Drop Down

Admin Console

15099

Feature

Ability to convert creatives in to PDF format.

Admin Console

15255

Feature

Sustainer Adjustments Report

Admin Console

20835

Feature

Prevent users from adding smart mailer links to email creatives

Admin Console

25156

Feature

P2P - Add “find a participant” and “sign up” wording to UI

Admin Console

20679

Feature

Web Forms > Funds --> Please implement a way to change the fund order on web forms in the "Funds" system field

Admin Console

20895

Feature

Would like option for end date when creating activities

Admin Console

25343

Feature

Add delivery status to contact page in campaign section

Admin Console

37240

Feature

Payment Summary Dashboard

Admin Console

37293

Feature

Sustainer Dashboard

Admin Console

37340

Feature

Internal Email Ramp Up & Restriction Managment Tools

Admin Console

37341

Feature

Contact ID Added to template

Admin Console

35

Feature

Query Categories

Admin Console

37342

Feature

Enhanced Filters for Initiative Analytics Reports

Admin Console

37403

Feature

Make all Event registration information importable

Admin Console

37430

Feature

Have acknowledgments process in the same order as they are processed in

Admin Console

37725

Feature

Campaign Dashboard Cache

Admin Console

37464

Feature

Advocacy: State Representative Titles

Admin Console

33240

Feature

Birthday Change Detection for New Transactions

Admin Console

33505

Feature

Visibility into Deliverability Rates for advocacy emails

Admin Console

34260

Feature

Default Reply Address for Donor or Constituent Auto-Responder

Admin Console

34984

Feature

GL Code and Fund Configuration for Opportunities

Admin Console

34492

Feature

Event Payment Attribution Enhancements (UX)

Admin Console

34399

Feature

Ability to default Home, Office or other for physical address when creating new contact records

Admin Console

36038

Feature

Expose Ability to Bulk Delete Notes

Admin Console

36773

Feature

Ability to put a comma in transaction amounts for searches

Admin Console

21022

Feature

UI for Forgot User name

Admin Console

2776

Feature

AB Testing Redesign UI/UX (campaigns)

Admin Console

25178

Feature

Auto-Create Relationships for Peer-to-Peer Fundraisers

Admin Console

26993

Feature

MFA Trusted IP Caching (UX)

Admin Console

37380

Feature

Add Widowed and Separated as options for Marital Status

Admin Console

37386

Feature

Ability for searches to also search description field

Admin Console

37463

Feature

UX: Event Reporting - Listing Screen

Admin Console

37387

Feature

Query formula to remain in dollar amount

Admin Console

37561

Feature

Add Marital Status To Query Builder

Admin Console

37201

Feature

Notes: Add Filter Feature on Contacts Ap Note Panel

Admin Console

37010

Feature

User Access Role Active/Inactive Setting

Admin Console

37139

Feature

Change "Find Participant" to "Find Team or Participant" in P2P

Admin Console

37230

Feature

Donations: New Actions - UI Modification

Admin Console

37009

Feature

Automatic Soft Credit for organization

Admin Console

37217

Feature

Top Donor Report Enhancements (affiliated roll up revenue) & Query Builder Contact Affiliated Roll Up Counts

Admin Console

37262

Feature

Ability to view PDF's without downloading

Admin Console

37331

Feature

PPOC in Membership Queries / Membership report builder / Contact Query

Admin Console

30432

Feature

Improve User Region Security

Admin Console

33766

Feature

Campaign Dashboard Stream Output Customization

Admin Console

29734

Feature

Activity Bulk Assign and Remove Contacts (UX)

Admin Console

32181

Feature

Phone Extension Field Special Characters

Admin Console

33762

Feature

Campaign Dashboard Micro-Goal Filtering & Ordering

Admin Console

33763

Feature

New City & Response Channel Filter for Campaign Micro Goals

Admin Console

35152

Feature

Credit Card Update Log Report & Pivot Report Drill Down

Admin Console

35274

Feature

UX: Peer-to-Peer Payment Gateway Configuration

Admin Console

35399

Feature

Add Format Widget Support to Email Blast Processor

Admin Console

35594

Feature

Customer Invoice Payment UX Upgrades & Autopay Setup

Admin Console

35806

Feature

Transaction Auction Item Detail Tokens for Receipt & Acknowledgment Templates

Admin Console

35807

Feature

Event Registration & Fundraising Statistic Report Enhancements (drill downs)

Admin Console

35884

Feature

Ability to hide "Add a Participant" from the P2P Microsites

Admin Console

36077

Feature

Email Sign Up Form Template

Admin Console

36110

Feature

Expanded Person Household Tokens for Receipt or Acknowledgement Templates

Admin Cosole

36503

Feature

Offline Payments: Enhancement to improve user experience

Admin Console

36415

Feature

Embeddable Form Javascript Generation Tool Enhancements (split funds)

Admin Console

36841

Feature

Remove Icon upload for badges

Admin Console

20483

Feature

Manually Processed Electronic Fraud Transactions use Account Default Gateway instead of Form Default Gateway

Admin Console

26122

Feature

Add select to Trans QB for 'Imported By' to display user name

Admin Console

28790

Feature

iframe widget for forms

Admin Console

28214

Feature

Initiative Analytics - Goals

Admin Console

28400

Feature

Enhance Query Builder Permissions

Admin Console

29674

Feature

Quick Create of Campaign URLs

Admin Console

37452

Feature

Add Fund Detail Array to Transaction Export & Split Fund Importing

Admin Console

37222

Bug

Sum of Query Not matching Database Total

Admin Console

37023

Bug

Computed Custom Field Not Populating Data

Admin Console

37165

Bug

Event Registrations Not Downloading

Admin Console

37196

Bug

Admin Console Side Navigation is Cut Off

Admin Console

37207

Bug

Custom Fields Not Pulling in Query

Admin Console

37184

Bug

Contact Record Category Pie Chart not Rendering

Admin Console

37218

Bug

Query Pulling Removed group members

Admin Console

37249

Bug

Cosmetic - External Sync ID

Admin Console

37285

Bug

Contact Badge not showing after merge

Admin Console

37336

Bug

Deleting Contact when deleting transaction not working

Admin Console

37275

Bug

Payment Amount not shwoing with Wire Transfer

Admin Console

37549

Bug

Payment Processing Warning is not clear

Admin Console

37562

Bug

Data Enrichment - Address Update: Error Upon Source File Import

Admin Console

37372

Bug

Batch Template Freezing When Entering Transactions

Admin Console

37418

Bug

Unable to search contacts/orgs using apostrophe's

Admin Console

37465

Bug

Importer Tool: Household Importer not establishing membership

Admin Console

37503

Bug

Expose Media and Response Channel Classes for Better Understanding of KPI Attribution on Default Home Dashboard

Admin Console

37479

Bug

A saved Settlement Details Report does not hold the dynamic filter after it has been edited

Admin Console

37376

Bug

Contacts Still Showing in Group Even After Removing from Group

Admin Console

37779

Bug

Password reset link broken

Admin Console

4441

Feature

Advocacy - Message for posts not allowed to Facebook pages

Advocacy

18172

Feature

Advocacy Message Randomizer

Advocacy

19557

Feature

Advocacy Survey Questions

Advocacy

20048

Feature

Advocacy Blind CC option for Action Alerts

Advocacy

18175

Feature

Advocacy Push to Next Action

Advocacy

19300

Feature

Pre-Populated Greetings and Solutions for Advocacy Messages

Advocacy

33495

Feature

Multiple Subject Lines for Advocacy Emails

Advocacy

33716

Feature

Advocacy Custom Target Import Upgrades

Advocacy

34816

Feature

Advocacy Email Auto-Responder

Advocacy

27347

Feature

Add tag, group, and list assignment to initiative audience import

Data Jobs

35568

Feature

Fund Fields for Initiative Importer

Data Jobs

36646

Feature

Create Peer-to-Peer Pages During Transaction Import

Data Jobs

37163

Feature

Importer Tool: Email - Validation Status

Data Jobs

37200

Feature

Adding funds to initiatives en masse

Data Jobs


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