Release Notes: August 2021

New Features:

  • Transaction Notifications
    • Page Title renamed to “Receipt Customization”
    • New section titled “Admin Notification”
      • List of emails for all admins
      • Checkbox next to each to choose who will receive a notification
    • Email is sent to selected admin(s) every time a new transaction is processed through the system
  • Reports: LYBUNT/SYBUNT/New Donor
    • Three New tiles on Reports landing page show real-time Giving data
      • “Gave Last Year, Not This Year” (LYBUNT)
      • “Gave Some Year, Not This Year” (SYBUNT)
      • “New Donors”
    • Pre-populated reports with immediate results based on following pre-set (but editable) parameters:
      • Who (person or organization) – defaults to All Profiles
      • Has/Has Not Given
      • Gift type (One time/recurring) – defaults to both
      • Fund(s) – defaults to tax-deductible
      • Date Range – this parameter is adjusted accordingly per each report template
  • Share Report” button allows admin user to share report configuration parameters
  • Report Results:
    • Sum Total of Giving across client
    • Total Given across all users and for each user
    • Last Gift Date & Amount for each user
    • Fund(s) – will show all that apply in the report timeframe
    • User Demographic data
  • “Download Results” button provides CSV export of all data

Improvements/Enhancements:

  • When a payment fails twice, then the recurring gift series is cancelled (AMP-11387, FIX#40.4.1)
  • All tags assigned to a profile are updated to reflect a new design system (AMP-11104, FIX#40.4.3)
  • Within the portal on the Organizations Summary page, admin are able to search for organizations profiles, change which page they’re viewing and change the results per page (AMP-11506, FIX#40.3.5)
  • Tapping on a feature in the navigation menu will take you to the right feature (AMP-11804, FIX#40.5.0)

 

  • A comment for Android users:
    • Users of an android based app product will now be able to see partial updates of the app profile page. Functionality of the screen will remain, and eventual full updates are soon to follow. (AMP-10452, AMP-10463,AMP-10466)

Bug Fixes:

  • When an admin is connected to CCB, then their funds will populate on the reports page parameters (AMP-11806, FIX#40.4.3)
  • If a user has a verified profile, then when using forms, the profile field will pre-populate with the correct information (AMP-11844, FIX#40.4.3)
  • When a user navigates to a passcode protected giving page then they will see an updated modal that prompts them to enter a passcode (AMP-11772, FIX 40.5.1)
  • All info page font sizes will remain consistent throughout (AMP-11593, FIX# 40.5.2)
  • Event list under calendar will scroll according to date selected outside of current month (AMP-11661, FIX#40.5.0)
  • Android users will no longer experience a black screen when trying to open the app (AMP-11750, FIX#40.5.0)
  • Verified profiles will pre-populate in any form containing a profile field when returning to the form within the same device (AMP-11795, FIX#40.5.0)
  • When a user clicks a chat notification then it’ll bring the user to the correct chat message (AMP-11821, FIX#40.5.0)
  • When an administrator adds a new donor to the portal and creates a manual transaction for this donor, then they will populate on the New Donor report in the Reports page (AMP-11926, FIX#40.6.3)
  • Portal preview under App will match what the in-app experience looks like (AMP-11707, FIX#40.6.3)
  • When a user gives a give to an appeal and views their receipt, they will be able to see the fund name they gave to and not the fund ID (AMP-11690, FIX#40.6.5)
  • When an administrator adds a new donor to the portal and creates a manual transaction for this donor, then they will populate on the New Donor report in the Reports page (AMP-11926, FIX#40.6.3)
  • Portal preview under App will match what the in-app experience looks like (AMP-11707, FIX#40.6.3)
  • When a user gives a give to an appeal and views their receipt, they will be able to see the fund name they gave to and not the fund ID (AMP-11690, FIX#40.6.5)
  • The giving dashboard will be viewable on all iOS devices (AMP-11892, FIX#40.7.1)
  • Admin will be able to see a full view of transaction notes when viewing the transactions page (AMP-11889, FIX#40.7.2)
  • When a user has filled out a form previously and clicked the “remember me” checkbox, then the next time they return to the screen their profile information will repopulate (AMP-11882, FIX#40.7.4)
  • A user is able to successfully submit a live poll inside an interactive video feature (AMP-12091, FIX#40.9.0)
  • Users are able to select “Now” as a send time for their push message, only if the send date is the current day (AMP-11065, FIX#40.9.0)
  • Extra long calendar names do not overflow the allowed space (AMP-9990, FIX#40.9.1)

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Release Notes: August 2021

Improvements/Enhancements: