• Navigation Menu Refresh

• • 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

1. New relationships container on the people profile info page
   1. Includes a list of existing relationships & empty state if none exist
2. The “add relationships” button opens a modal
   1. Search by name for any existing profiles
   2. Choose a relationship type
      1. Availability to choose a relationship for each side; with the second one offering only appropriate reciprocal types
3. Ability to edit or delete relationship via pencil or trash icon
4. Ability to view a relation’s profile details by clicking on their name button in the relationships container
5. New Navigation to Transactions
   1. Click on new “View Giving” button to view a page pre-filtered to that specific profile’s transaction history

Transactions

1. Updated page/table header & separate “Download All”/”Download This List” buttons
   1. modals to show export options/status
   2. Count of total transactions displayed & improved menus for pagination/records per page
2. New Profile column in table
   1. Clicking on a name label will update table results to show only that person transactions
3. Newly organized ‘Filter by’ menu
   1. 1. 1. filter labels have an ‘x’ to clear separately or “Clear Filters” button to clear all
         2. addition of “Specific Profile” search with type-ahead ability
         3. updated calendar picker for date filters
4. After choosing profile, toggle displayed to “Show related transactions”
   1. 1. if toggled on, any person/org related to that selected profile will also show in table
      2. additional “Relation” column visible to indicate the relation type
      3. Related profile name now clickable to change the page and reveal a users transaction data along with their relationship info
5. New Navigation to Profiles
   1. 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

• 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)