Release Notes: December 2020

New Features:

  • When the client is using Giving, but there are no funds set up, a banner at the top of the portal will display telling the client they need to set up funds (AMP-6558)
  • Both the donor and admin of the account would be notified of a failed ACH transaction (AMP-6330)

End-of-Year Giving Statements (AMP-1774; AMP-8910; AMP-8911)

  • Enhance Funds page to allow selection of Tax or Non-deductible status
  • Menu access via Giving>Statements to setup page
    • informational header
    • optional input fields for tax ID #/Custom Message
    • static statement example ()
      • place for organization logo/info
      • place for donor info
      • place to show optional fields (tax ID/message)
      • statement generated date
      • statement transaction date range
    • Ability to Save statement setup
      • success/error modals
  • Add Generate Statements button to People page
    • open modal to choose date range and delivery method
    • validation to require these fields
  • Include Passcode modal on this page if in use for client/admin
  • Enable Generate button for delivery
    • Admin can choose either or both options
    • If download checkbox selected:
      • produce and email a link to admin
      • generate a batch of PDF statement files for download
      • batch contains a statement for all previously selected profiles on People page, and will include transactions within Statement Date range parameters set in modal
      • statements will not be generated for donors who have not given within the date range
    • If email checkbox selected:
      • produce and email a link to user(s)
      • generate a single PDF statement file for download
      • email contains a statement for the previously selected profile on People page, and will include transactions within Statement Date range parameters set in modal
      • statements will not be generated for donors who have not given within the date range

Improvements/Enhancements:

  • Create a device-bound profile upon form completion (AMP-4406)
    • a form filled out in-app that requires completion of user information fields will utilize that info to create a new profile if one does not already exist
    • updated text for clarity from: “Remember me” to “Remember me on this device.”
    • if user is using a device on which there is an existing profile, they can clear the pre-existing info and proceed with filling out the form and the creation of a new profile
    • moved and updated text for clarity from “Not You? Clear profile.” to “Not you? Complete this form as a different user.”
    • if user wishes to disassociate previous profile from a device, they would complete the existing ‘Delete Profile’ steps
    • new user would then have option to select “Remember me..” to have the their profile info pre-populated in future
  • When a donor uses text to give to donate, the texted receipt will include the fund name (AMP-9590)
  • When the client is using Giving, but there are no funds set up, a banner at the top of the portal will display telling the client they need to set up funds (AMP-6558)
  • When a donor uses text to give to donate, the texted receipt will include the fund name (AMP-9590)
  • Both the donor and admin of the account would be notified of a failed ACH transaction (AMP-6330)

Bug Fixes:

  • When a user wants to update the organization name and clicks Save Changes after updating the name, then the name change will be viewable in the list view and user interface upon reload (AMP-9874)
  • When an Admin adds a manual transaction, closes the modal, and adds another new manual transaction, the name and fund from the first transaction will not persist in the Profile and Fund fields (AMP-9718)
  • The ‘Colors’ section now gives the option for an individual to insert a hex value in the field box or choose from the color picker option on the right hand side (AMP-9677)
  • When an android user returns to the app that has been running in the background after going to another app, they will not have to force quit the app (AMP-7583)
  • Clients who have PCO people but not PCO giving integration (who therefore manage their funds within a3) are able to generate End of Year Giving Statements in aware3 (AMP-9675)
  • The ‘Colors’ section now gives the option for an individual to insert a hex value in the field box or choose from the color picker option on the right hand side (AMP-9677)
  • The start and end date for the End of Year Giving Statements will encompass the whole day, and be based on the client’s timezone (AMP-9710)
  • Manually added refunds and debits will be visible on the reconciliation page (AMP-6770)
  • When an android user returns to the app that has been running in the background after going to another app, they will not have to force quit the app (AMP-7583)
  • Clients who have PCO people but not PCO giving integration (who therefore manage their funds within a3) are able to generate End of Year Giving Statements in aware3 (AMP-9675)
  • The ‘Colors’ section now gives the option for an individual to insert a hex value in the field box or choose from the color picker option on the right hand side (AMP-9677)
  • The start and end date for the End of Year Giving Statements will encompass the whole day, and be based on the client’s timezone (AMP-9710)
  • Manually added refunds and debits will be visible on the reconciliation page (AMP-6770)
  • When a link is added to calendar event in the portal, it should display a button to click the link in-app on Android (AMP-9632)
  • Admins should be able to easily see the mobile device a profile was created on in the admin portal, as indicated by the appropriate icon (AMP-8372; 9450)
  • If user has no red badge notifications inside their app and then they receive a chat message, then a red badge will appear only for chat messages (AMP-7929)
  • When an Android user clicks on the ‘Campaign’ feature, there should not be a visible zoom button, but they should still be able to pinch and zoom on the screen (AMP-7204)
  • Ensure that no duplicate form payments can be processed (AMP-9548)
  • When viewing the Funds page with no 3rd-party fund management, the fund description container width should allow the full description to be readable (AMP-9424)
  • When a user cancels a recurring gift and clicks “Confirm Cancellation” the recurring charge will end (AMP-9579)
  • When the user clicks Update Profile from in-app, if either profile verification method is unverified, resend the verification messages (via text and/or email) (AMP-9451)
  • Within the Interactive Video feature, the navigation tabs should be easy to read and not change size when user scrolls up and down within the feature (AMP-9249)
  • When profiles are selected to merge and the choices are made in the modal list and the Merge button is clicked, the user should be returned to the People profiles screen (AMP-9370; 9519)
  • When a calendar event has an end time at 12:00am the next day, this should not create a duplicate entry (AMP-9288)

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Release Notes: December 2020

Improvements/Enhancements: