Release Notes: July 2022

New Features:

  • Customized Responses
    • Admins can now customize the message someone receives when they fill out a particular form or give to a specific fund or appeal.
    • If a custom message is configured, a user will see this message on the form submission confirmation screen and in any relevant emails, including receipts.
  • All future forms will contain a check box to “Email me a copy” and will send users an emailed receipt copy when checked (AMP-16471, FIX#44.1.3)
  • The client name is included on the verification email that is sent when a user is verifying a profile (AMP-14963, FIX#44.4.1)

Improvements/Enhancements:

  • Campaigns Actions menu has been replaced with the new standard ellipsis (AMP-16743, FIX#44.2.4)
  • The app version number is displayed in the bottom right of the side navigation menu for Android (AMP-17468, FIX#44.4.0)
  • Users who click submit on a form receive feedback when the form fails to submit (AMP-17497, FIX#44.4.0)

Bug Fixes:

  • Email notification layout and logo placement is correct in email layout (AMP-11672, FIX#44.1.0)
  • All payment records created are associated with transactions (AMP-15838, FIX#44.1.0)
  • The footer on the Households Giving Statement does not overlap with the statement details (AMP-16975, FIX#44.1.0)
  • Profiles do not appear under the “Has given” filter option if a transaction failed to process (AMP-17047, FIX#44.1.0)
  • Deleted funds do not appear on the Receipts & Notifications page (AMP-17301, FIX#44.1.0)
  • Note content on the Timeline table wraps (AMP-17430, FIX#44.1.0)
  • Updating a profile in the portal does not lose the verified status (AMP-17346, FIX#44.1.1)
  • Transaction export lists the most recent transaction first instead of the oldest transaction in the set (AMP-16779, FIX#44.1.2)
  • When a user fills out a form with a payment, they receive only the form submission confirmation email (AMP-16885, FIX#44.1.2)
  • When an end user submits a form with a payment, admin only receives an email if their email address is listed in the form notification section on the form editor (AMP-16885, FIX#44.1.2)
  • Link icon on the people profile Timeline table links directly to the attached URL (AMP-17339, FIX#44.1.3)
  • Donors successfully receive My Giving access link via email or text (AMP-17442, FIX#44.1.4)
  • When a fund is changed on a form with a payment, the fund is properly updated (AMP-17171, FIX#44.2.4)
  • Payment receipts send successfully after setting the profile email address to Primary (AMP-17575, FIX#44.2.4)
  • The “Timeline Loading” messaging is updated on a person’s profile (AMP-17538, FIX#44.2.5)
  • After a credit transaction settles, the settlement date is correctly listed on the Transactions page (AMP-17543, FIX#44.2.5)
  • Verification emails and texts are sent when a profile is added or a primary email or phone number changes (AMP-17348, FIX#44.3.0)
  • Profiles are not associated with multiple email records containing the same email address (AMP-17602, FIX#44.3.1)
  • When adding a calendar to the calendar events feature and refreshing the page, the calendar saves correctly and can be viewed in app (AMP-17471, FIX#44.3.3)
  • Forms containing the required Profile element cannot be submitted as blank (AMP-17452, FIX#44.3.3)
  • Payment transactions are correctly cross posted to CCB (AMP-17576, FIX#44.3.4)
  • Pledge series filter is working on the Transactions page (AMP-17270, FIX#44.3.4)
  • Profiles with multiple email records have one email set to Primary (AMP-17588, FIX#44.3.4)
  • Verification emails and texts are not sent when a profile is added via a csv import (AMP-17753, FIX#44.3.5)
  • Verification emails and texts are not sent when a profile is synced with another system (AMP-17749, FIX#44.3.5)
  • When profiles are merged, all households related to the merged profiles are shown in the resulting merged profile, and the deleted profile(s) are removed from all households (AMP-17281, FIX#44.3.5)
  • Profiles with a single phone number have that number set as the Primary (AMP-17724, FIX#44.3.5)
  • The unread message notification is not displayed on the profile screen (AMP-15944, FIX#44.4.0)
  • Profile information is displayed on the Profile feature from the app home screen navigation menu (AMP-17323, FIX#44.4.0)
  • A profile displays in the side navigation menu when created in-app (AMP-17423, FIX#44.4.0)
  • Frequency Once is displayed in the Frequency column in the downloaded Excel file for Transactions List (AMP-17574, FIX#44.4.0)
  • Transaction list sorts correctly when sorted by email (AMP-17490, FIX#44.4.2)
  • After completing an ‘add’, ‘edit’, ‘delete’, or ‘move’ action in a Link List, the ‘move’, ‘add’, ‘edit’, and ‘delete’ actions are disabled while saving and before the refresh (if applicable) (AMP-13770, FIX#44.4.5)
  • Users are not able to donate an amount greater than $100,000 through the donation link (AMP-16302, FIX#44.4.5)

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Release Notes: July 2022

Improvements/Enhancements: