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Release Notes 02.09.2022

Below is the list of the items that were closed from February 9thRelease:

ID    Work Item Type Title

28857

Feature

Add Comments to Transaction Query Builder Object

29099

Feature

Enhancements to In-App Donation Refund Error Message

32971

Feature

Enhancements to User Created Opt-In Lists to Allow for Shared or Private Preferences

33714

Feature

Improved Display of Advocacy Targets on Issue Configuration Screen

34155

Feature

UI Improvements to Update Password Screen

34157

Feature

New Check Date Field for Batch Entry Tool

34272

Feature

New Feature to Hide or Show Data Import Templates

34320

Feature

Add Contact Name to Notes Query Object

34397

Feature

New Organization Primary Point of Contact Content Token for Receipt Templates

34421

Feature

Add Custom Fields with Default Values to Batch Entry Tool

34439

Feature

Add Constituent Salutations to Activities Query Object

34521

Feature

Ability to Capture Phone Type on Web Forms to Support SMS Text to Give Initiatives

34526

Feature

Ability to Delete a Bid on a Live Online Auction

34583

Feature

API Configuration for Embeddable Forms to Customize Transaction Custom Codes

34596

Feature

Delete Contact Option for New CRM Card View

34606

Feature

Show Deceased Status on Contacts Card View

34631

Feature

Add Is Solicitor Field to Query Builder Contact Object

34633

Feature

Admin Security Policy Control for User Lock Out

34635

Feature

Enhancements to Conversion Stats for Sustainer Activation Initiatives

34717

Feature

Enhancements to Charity Engine Online Bill Pay

34730

Feature

Add Customer Fee Upgrade Amount to Query Builder Transaction Object

34815

Feature

Enhancements to Customer Invoice Notification Emails

34985

Feature

Add Federal and State District Ids on Contact Query Object

5863

Feature

UX Enhancements to Login and Password Reset Workflow

27205

Feature

App Logging Diagnostic Level Control

28507

Feature

Enhancements to Google Analytics and Google Tag Manager Integration with Web Apps

28792

Feature

Split Payments (Funds)

30253

Feature

Ability for Users to Select an Event Session on Event Registration Forms

30639

Feature

Configure Contact Type Options for Web Forms (person, organization, household)

31032

Feature

UI/UX Enhancements to Web Form Themes and UI

31200

Feature

Peer-to-Peer Teams Within Teams Feature

33727

Feature

Advocacy Data Importer Enhancements

33947

Feature

New Email Blacklist Importer

34281

Feature

Integration API Option to set Region for a Transaction Record

34497

Feature

Assign Existing Contact Lookup Panel for Case Send Email Pop Up

34632

Feature

New Unsubscribe Options for SMS

34654

Feature

CRM Custom Field Performance & Scalability Improvements

34655

Feature

Data Jobs Processor Rate Limiting

34673

Feature

More Mutli-Select Filters Added To Contact Advanced Search

34715

Feature

In-Kind Transaction Description Added to Transaction Importer

34748

Feature

Improvements to Customer User In-App Case Creation Sync

34835

Feature

Advocacy Registration UI/UX Improvements

34338

Feature

Backup Data Jobs Framework (beta)

34830

Feature

UI/UX Improvements for De-Duplicate Contacts Reports & Export Processes

34986

Feature

Improvements to Federal and State District Display on Contact Records & Badges

34988

Bug

Performance Improvements to In-App Large File Downloads

35064

Bug

(REGRESSION ONLY) Fix for green screen when donating on Event forms with Barcode

35080

Bug

Contact Listing Screen Giving History not Loading

34831

Bug

Fix for Error Message When Posting on Your Facebook Wall from Advocacy App

34448

Bug

Fixes for Charity Engine In-App Popup Notification

34465

Bug

Charity Engine Powered By Badge (Cosmetic Change)

34846

Bug

Fixes for In-App Constituent Representative Lookup Panels (multi-rep congressional districts)

34850

Bug

UX Improvements to Charity Engine Help Center Search Results

34854

Bug

Enhancements to P2P Initiative Attribution Validation

34858

Bug

Fixes and UX improvements Related to Advocacy State Representative Zip Code Look Up

34862

Bug

UX Improvements to the User Center Sign Up Form

34866

Bug

UX Improvement to Labels for Linked Household and Linked Employer in the Import Contacts Wizard

34870

Bug

Fix for UI Issue to Delete QuickBooks API Token After Sync is Set Up

34875

Bug

Change to Default Settings for New Charity Engine Instances to use User Center for Constituent Preference Updating

34879

Bug

UX Improvement to Make Hide After Click the Default for New Donation Forms

34883

Bug

Display Improvements for Validated Promo Code on Web Forms (decimal places)

34894

Bug

Fix for Content Merge Tokens with Spaces in Names (encoding)

34898

Bug

Fix for Promo Code Not Working with Custom Web Form URLs

34906

Bug

UX Improvement to Include CVV Code Field by Default on New Donation Forms When Advanced Fraud is Turned Off

34910

Bug

Fix for Contact Titles Exact Search Not Returning Proper Results

34941

Bug

Fix for Certain Contact Records not Displaying a Gift Summary on Contact Record

34957

Bug

Fix for Product Variants not Showing on Product Edit UI

34962

Bug

Performance Improvements for Dashboard Activity Query Widgets

34967

Bug

UX Improvements for Sustainer Type Revenue Pivot Report

34752

Bug

UX Improvements to Importer for Updating In-Kind Gift Attributes without Requiring and In-Kind Type ID

34758

Bug

Fix for Assigning a Region to an Advocacy Issue

34770

Bug

Fix for Advocacy Importer State House Data in New Hampshire

34774

Bug

Cosmetic Improvements to Charity Engine App Badge on User Center App

34778

Bug

Multiple UI Enhancements to Web Forms Standard Theme

34782

Bug

Fix for Total Amount not Displaying on Button at Bottom of Web Forms

34794

Bug

UX Enhancement to In-App Quick Search Modal (auto-clear previous search)

34817

Bug

UX Fix for Communication Series with Multiple Transfer Steps

34821

Bug

Fixes for Auction Bid History Mismatch Issue after Deletion

34825

Bug

Payment Options Visible on Web Form after Use One-Click Wallet is Selected

34725

Bug

Fix for Shopping Cart Variants not Saving as Active

34731

Bug

Fixes for Shopping Cart Variant Images not Appearing in UI

34736

Bug

Fix for Shopping Cart Price Showing $NaN on Certain Sold out Products in Safari Browser

34744

Bug

Enhancements to Peer-to-Peer App Mobile Rendering

34682

Bug

Performance Improvements to Web Form Loading

34690

Bug

Fix for Adding a Product to a Web Form

34698

Bug

UX Improvement to Autopay Profile Presentation

34702

Bug

Fix for Deleting In-Kind Types

34707

Bug

Fix for Red Text on Red Background for Expired Links

34656

Bug

Fixes for Campaign Mailer Job Crashes in Beta

34664

Bug

Fix for Web Forms with PayPal as the Only Option

34669

Bug

Fix for Peer-to-Peer In-Kind Gift Attribution

34636

Bug

Fix for Import Chargebacks Failing When Certain Columns are Present

34640

Bug

Fix to Allow Users to Select an Existing Transaction on Matching Gift Creation Screen

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34650

Bug

Memberships not Auto-Populating in New Transaction Wizard

34507

Bug

Fix for Shared Web App Asset Publishing Issue

34527

Bug

Mobile Pay Swiper for Windows Not Registering Swipe

34555

Bug

Fix for Google Mobile-Friendly Test Crawling Web Forms

34559

Bug

Sustainer Validate Payment & Charge on Next Billing Date Charging Immediately

34571

Bug

Note Query Object Case ID Links to Wrong Record Type

34579

Bug

Fix for Duplicate Manage Ticket URL Tokens being Created on Event Registration Forms

34592

Bug

Campaign Quick Filter on Audience Screen Not Filtering Properly

34602

Bug

Fix for Subscription Import Issues When Certain Columns are Included

34615

Bug

Fix for Deletion of In-App Pop Up Notifications

34621

Bug

Fix for Organization Primary Point of Contact Displaying on Contact Summary

34321

Bug

Fix for Donor Covers Fees Showing when User Selects ACH Payment Method

 

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