Release Notes: November 2021

New Features:

  • Editable Transactions:
    • Created an “Edit Transactions” Modal that allows an admin to change the Fund or Appeal of a transaction
      • Displays:
        • transaction ID
        • Amount
        • Donor Name
        • Date & Time of Change
        • Field Changed
        • Description of Change
        • Changed by
    • Columns “Refund”, “Delete”, “Send Receipt” and “Post to CCB” added to new action dropdown menu
    • New “Fees” icon
    • New ‘Change Log’ page to display all the changes an admin has made to an edited transaction
      • New “Change Log” clipboard icon that leads to new Change Log from Transactions
    • Added sort-ability to “Appeal”, “Pledge”, and “Fund”
    • Updated button styles throughout transactions page
  • The table on the relationships page is updated with an actions menu and a column header of “Profile and Relationships” (AMP-12103, FIX#41.5.0)

Improvements/Enhancements:

  • Ability to manually type the month and year into the Reconciliation Month and have the start date default to the first of the month (AMP-10782, FIX#41.6.0)
  • Admin have the ability to add a link into a note within a feature (AMP-9412, FIX#41.7.1)
  • An updated action menu dropdown, with the actions of “Edit”, “Delete”, “Duplicate”, “View Public Form”, “Copy Public Link”, and “Download Responses” is now available on the Forms page table (AMP-12895, FIX#41.8.3)
  • A Link List feature will have the same ability to edit the link, drag and drop a link to change its order, access settings to delete or add a thumbnail image, and to toggle a link on or off. (AMP-10131, FIX#41.9.0)
  • The newly named “Payment Setup” section will now add to a form conditionally based on what aspects require payment information and it will always add as the last element in the form (AMP-12573, FIX#41.9.1)

Bug Fixes:

  • As a user I am able to see my notes when I open the notes feature (AMP-12831, FIX#41.5.0)
  • Users are able to turn off/on the member directory email notifications (AMP-12451, FIX#41.5.1)
  • Profile permissions for the portal directory will save correctly (AMP-12677, FIX#41.5.1)
  • Clients will not receive CC update information unless their CC actually needs to be updated (AMP-12935, FIX#41.5.3)
  • When a user tries to close the end date calendar on the edit appeals modal then there is an “x” button at the top right corner (AMP-11606, FIX#41.5.5)
  • The date picker in the calendar will be accurate to the day (AMP-10079, FIX#41.5.6)
  • When a primary address is deleted, the remaining addresses will display correct data (AMP-12219, FIX#41.5.6)
  • Admins have the ability to Delete a feature from within a feature hub (AMP-12837, FIX#41.6.0)
  • Within the Edit Page on the portal, an account’s ‘Giving Name’ is renamed to ‘Account Name’ and allows a character limit of 50. (AMP-12915, FIX#41.6.0)
  • Forms has a new section of ‘Payment Elements’ which includes the feature of ‘Defined $ Amount’ and maintains existing tooltip (AMP-12544,FIX#41.6.1)
  • In the ‘Filter by’ menu for the transactions table Admins can filter by inactive and active funds (AMP-12796, FIX#41.6.1)
  • When a user enters a negative value into the amount input in the give flow, then they will see a message of “Amount must be at least $1.00”. (AMP-8074,FIX#41.6.1)
  • Frequency options will populate automatically after a campus or fund selection in giving (AMP-9773, FIX#41.7.0)
  • Formatting of phone numbers will present in the correct order (AMP-13059, FIX#41.7.1)
  • Portal will be able to recognize Vimeo Showcase video links (AMP-13129, FIX#41.7.1)
  • Color change in portal will save and be reflected in live app (AMP-12847, FIX#41.7.2)
  • Admin will be able to edit the order of the video series (AMP-13056, FIX#41.7.3)
  • Billing notes will save immediately when admin enters a billing note (AMP-13044, FIX#4.8.0)
  • Admins will be able to cancel future-scheduled recurring gifts on the Giving > Transactions page (AMP-13224, FIX#41.8.3)
  • When accessing giving dashboard passcode modal will display to grant access to dashboard (AMP-13173, FIX#41.9.0)

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Release Notes: November 2021

Improvements/Enhancements: