Release Notes: May 2020

Release Notes: May 2020

New Features:

My Giving: Edit Gift Frequency/Occurrences (AMP-7596)
- View window changes
  - Change “Edit Gift Amount” text to “Edit Gift Details”
  - show Start Date field when recurring gift has not yet started
- Edit window changes
  - Frequency is now a dropdown menu selector
    - available options from this list based on client set-up:
      - Daily
      - Weekly
      - Biweekly
      - Monthly
      - Quarterly
      - Yearly
  - Number of Occurrences is now a dropdown menu selector
    - Unlimited
    - 1-265
  - Start Date or Next Occurrence Date conditionally visible/editable
    - field will show as Start Date if recurring gift not yet started
    - field will show as Next Occurrence Date if frequency is changed
    - Date editable via calendar picker
      - user initially placed in current month of either their gift’s start date or next occurrence date
      - ability to navigate backward or forward through the months, but they cannot select a date that is in the past
      - user cannot choose today’s date as either their new start date or their next occurrence date

My Giving: Edit Payment Method (AMP-7397)
- Current payment method info (with masked account number) will be displayed below existing active recurring gift details
- “Update Payment Info” button provided to open a new view:
  - interface to update credit card details
  - interface to update bank account details
  - ability to switch to either bank account or credit card from current method
  - option to include or exclude any associated fees with your gift
- Options to either Cancel Edits or Save Payment Info
- Text at bottom of screen updated dynamically to show next gift date when change will take effect

My Giving: Edit Gift Amount (AMP-6665)

- View window changes
  - Slightly re-ordering some elements to separate payment edits from amount edits
  - Moving Delete button to edit screen
  - Adding Edit Payment Amount button
- New edit window
  - ability to change gift amount
  - Delete Gift functionality enabled from this view
  - buttons to Cancel/Save Edits

Improvements/Enhancements:

The push notification screen displays the remaining character count available as the user types (out of 130 total) (AMP-7704)

Bug Fixes:

In the profile section on Android devices, updated the blank bar that when clicked you are prompted to reset your passcode, to be labeled “reset passcode” (AMP-7118)
User doesn’t receive duplicate push messages for a chat message (AMP-7713)
A mix of both person and organization transactions is still exportable from the Transactions page (AMP-7914)
Users should receive only one note response copy at a time (AMP-7793)
Ensure correct badge counts are reported to users for the number of unread messages, by not including messages canceled in the web admin (AMP-8061)
Can successfully save an updated payment method for a recurring gift (AMP-7939)
Removed Phone/Email requirement to create or update a profile in the portal (AMP-7769)
Able edit info page feature on the App tab (AMP-8111)
Donors of organizations with multiple campuses can set up a recurring gift (AMP-8132)
App session count is consistent when filtered on Dashboard (AMP-7916)
Feature Hub App Tile label has been corrected (AMP-8044)
When a recurring gift is cancelled or has ended (no occurrences remaining), the X should not appear next to any of the gifts in the recurring series. (AMP-8113)
Form import successfully loads billing plans from which to select (AMP-8147)

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Improvements/Enhancements: