Release Notes: August 2022

New Features:

Transaction Type Enhancements:

  • New types of manual transactions can now be recorded:
    • Cash: Other (Venmo, PayPal, etc.)
    • In Kind (clothes, vehicles, etc.)
    • Property (real estate)
    • Stocks and Bonds
  • There is a new ‘Description’ field available for all manual transactions to add information such as check number, Venmo, or other details about the donation
  • Donor statements now contain a more comprehensive detail of the transactions, which includes the new description field
  • New filters have been added to easily search and filter by the new transaction types

Improvements/Enhancements:

  • When texting STOP, users now receive a clear “You have been unsubscribed” message (AMP-17450, FIX#44.5.0)
  • System generated emails for PCO user deletion are now only sent to the financial admin. If the financial admin is unknown, emails are sent to the first admin listed (AMP-15849, FIX#44.5.0)
  • When submitting a form without a payment and the submission is unsuccessful, the user now receives a message that the submission was unsuccessful (AMP-17801, FIX#44.5.3)
  • Client names are now included at the beginning of verification texts so recipients know where the text originated (AMP-17367, FIX#44.5.3)

Bug Fixes:

  • Long tag names are wrapped to fit within the width of the screen (AMP-17884, FIX#44.5.0)
  • Clients will only see the app features that apply to their app when adding new features (AMP-17529, FIX#44.5.0)
  • When editing a transaction and clicking Save, the changes are successfully saved in the transaction (AMP-17971, FIX#44.5.3)
  • When viewing the profile details page, the name, email and phone number appear correctly (AMP-17930, FIX#44.5.3)
  • When an admin removes another admin as a user from the system, and then re-adds them as a user with the same email address but a different name spelling, the new name spelling will save successfully (AMP-17817, FIX#44.5.4)
  • Notes added to a profile timeline are successfully saved (AMP-17617, FIX#44.5.4)
  • When relationships are added or updated, the relationship saves and appears on both profiles (AMP-17191, FIX#44.5.4)
  • When users create or update profiles using the app, verification texts are sent (AMP-18004, FIX#44.5.5)

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Release Notes: August 2022

Improvements/Enhancements: