Release Notes: April 2021
New Features:
- Navigation Menu Refresh
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- Updated color scheme for menu background/buttons
- “Account” and “Setup” tabs/items relocated to new dropdown under client name
- Home menu renamed to “Dashboard”
- Giving dashboard moved
- “Setup” relocated from old “Setup” nav item to under “App” menu
- “Funds” relocated from old “Setup” nav item to under “Giving” menu
- Connect menu changed to “Messaging”
- “Activity” changed to “Sent Messages”
- Relationships Profile/ Transaction Updates AMP-9335, AMP-9555
Profile
- New relationships container on the people profile info page
- Includes a list of existing relationships & empty state if none exist
- The “add relationships” button opens a modal
- Search by name for any existing profiles
- Choose a relationship type
- Availability to choose a relationship for each side; with the second one offering only appropriate reciprocal types
- Ability to edit or delete relationship via pencil or trash icon
- Ability to view a relation’s profile details by clicking on their name button in the relationships container
- New Navigation to Transactions
- Click on new “View Giving” button to view a page pre-filtered to that specific profile’s transaction history
Transactions
- Updated page/table header & separate “Download All”/”Download This List” buttons
- modals to show export options/status
- Count of total transactions displayed & improved menus for pagination/records per page
- New Profile column in table
- Clicking on a name label will update table results to show only that person transactions
- Newly organized ‘Filter by’ menu
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- filter labels have an ‘x’ to clear separately or “Clear Filters” button to clear all
- addition of “Specific Profile” search with type-ahead ability
- updated calendar picker for date filters
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- After choosing profile, toggle displayed to “Show related transactions”
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- if toggled on, any person/org related to that selected profile will also show in table
- additional “Relation” column visible to indicate the relation type
- Related profile name now clickable to change the page and reveal a users transaction data along with their relationship info
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- New Navigation to Profiles
- click on the specific profile filter button (person’s name) located under the ‘Filter by’ section, to go to that person’s Profile detail page
Improvements/Enhancements:
- Standard admins have the ability to add Member Directory feature, if part of their plan, to app and within a feature hub (AMP-10423, FIX# 39.0.7)
Bug Fixes:
- When a user is creating a profile through the give flow and they check and uncheck “Use a bank account” in the payment setup, then it will no longer disable the process button and allow the user to proceed (AMP-5414, FIX# 38.11.6)
- When a user is creating a form and includes a payment section, then the section will indicate unfinished with a red line to the left of the section (AMP-9726, FIX# 38.11.6)
- Push notification enable and disable setting will persist across app sessions (AMP-10376, FIX#39.9.0)
- When using Interactive Video, if a user is attempting to fill out a form there is no longer a large white space between the keyboard and form (AMP-10420, FIX#39.9.0)
- Users will now be able to successfully import a template in the profile section (AMP-10608, FIX# 38.11.4)
- Users will not receive notifications for tags they are not subscribed to (AMP-10517, FIX# 39.0.5)
- When an admin doesn’t have funds set up and they go into events feature they are able to view/use all UI features on events without a banner covering part of the screen (AMP-10034, FIX # 39.0.9)
- When creating a form, an admin is able to type the max number of form submissions in the “Max number of submissions allowed” box (AMP-10649, FIX# 39.1.1)
- When using welcome concierge, the response link will take the user to a profile to fill out (AMP-10615, FIX#39.2.0)
- Chat messages that are deleted by the admin will be saved in the database (AMP-8594, FIX#39.2.1)
- Notifications reflect an accurate representation of in app notifications (AMP-10309, FIX#39.2.1)
- Fund name will be viewable on Client’s Reconcile report page (AMP-10716, FIX# 39.2.5)
- A list of all created tags will appear when selecting “Tag # People” button on Profiles>People page (AMP-10696, FIX#39.3.0)
- When an admin is creating a custom field, the add button will be disabled until the admin chooses a “type” of custom field (AMP-10261, FIX# 39.3.1)
- Quotation marks within the profiles bio field will now display correctly (AMP-10539, FIX 39.3.3)
View the full Release Notes archive.
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