Release Notes: November 2022

New Features:

• Forms Duplicate Elements
  • When creating a Form, the Admin may duplicate certain elements on the Form.
    • The duplicate element contains all the same attributes as the original.
  • An admin may edit the two instances of the element independently of each other.
  • An admin may not duplicate Profile or Payment elements

• Split Transactions
  • Enhanced View/Edit Transaction modal giving the ability to split cash transactions between multiple funds and/or appeals (up to five)
  • Split transactions are noted on the Transactions table, Change Log, Reconcile pages, and Individual Donor Statements
  • The email notification to the donor includes the split details in the Description of Change field
  • Splits are not allowed for non-cash transactions, pledges, or imported transactions

Improvements/Enhancements:

• A new typeahead search functionality has been added to the Add Transaction, Fund and Appeal dropdowns (AMP-19691, FIX#45.5.1)
• Text-to-Act response to Hi, Hello, and Profile has been updated to provide a clearer message to the user (AMP-19440, FIX#45.5.4)
• Text-to-Act response to Start has been updated to provide a clearer message to the user (AMP-19439, FIX#45.5.4)
• The App > Features + Content, Link feature contains updated text and feature options. (AMP-15970, FIX#45.6.2)
• The App > Features + Content, Link feature contains updated text and feature options. (AMP-15970, FIX#45.6.2)
• Texting the word “App” to (816) 760-2684 returns a prompt text to download the app with a link included (AMP-19429, FIX#45.7.0)
• The delete button on the tag modal reads “Delete Tag” (AMP-20813, FIX#45.7.2)
• The Transactions page Frequency filter for ‘Any’ transaction now reads ‘Any Recurring’ and the filtered results do not include transactions with a frequency of ‘Once’ (AMP-20891, FIX#45.8.0)

Bug fixes:

• The Mailing List report returns the appropriate results (AMP-20533, FIX#45.5.1)
• Form tooltips are wider and disappear automatically (AMP-20415, FIX#45.5.2)
• An Any $ Amount element with a 260 character description on a form displays the amount correctly on the emailed form response (AMP-20017, FIX#45.5.2)
• The character countdown functions properly in the Any $ Amount description on a form (AMP-20016, FIX#45.5.2)
• The date format on the import transactions template is working properly (AMP-20694, FIX#45.5.2)
• Email receipts are successfully sent after submitting a form with an Any $ Amount or Course Registration (AMP-18024, FIX#45.5.3)
• The Homescreen in the app is the same size and dimensions as the file that is uploaded to the Setup page (AMP-19356, FIX#45.5.4)
• A valid email address is enough to save edits to a profile (AMP-17735, FIX#45.6.4)
• The correct frequency will occur based on the chosen option in the personalized giving link (AMP-19459, FIX$45.6.4)
• Deleted users are not able to login to the portal (AMP-20411, FIX#45.7.0)
• The cursor changes from pointer to hand when hovering over “Add” and “Edit” buttons on the Polls page (AMP-20985, FIX#45.7.0)
• Users are able to change to fund or appeal by using the dropdown (AMP-20818, FIX#45.7.1)
• A warning message is displayed when an admin tries to delete a profile with an active recurring gift (AMP-20974, FIX#45.7.3)
• Admin are able to remove text from the “About” and “More” section on the appeal set-up page (AMP-19682, FIX#45.7.4)
• Donors using a non-primary email address to donate on the web no longer receive an error message when submitting the payment (AMP-21024, FIX#45.8.0)
• When adding new users to the portal and assigning Forms permissions, the ‘Select All’ changes to ‘Deselect All’ when all forms are selected (AMP-16046, FIX#45.8.2)
• The Total Giving amounts match from the App Dashboard, Giving Dashboard, and all downloaded Transactions (AMP-20984, FIX#45.8.3)
• All reconciled transactions and Funds associated with said transactions appear on the Reconcile report (AMP-21292, FIX#45.9.0)
• The Funds dropdown label is the correct color on the Year-over-Year Report and the Pledge Report (AMP-21137, FIX#45.9.0)
• When a phone number beginning with 0 or 1 is in a people import, a validation error is produced (AMP-19702, FIX#45.9.1)
• Donors are able to give successfully without receiving an error message (AMP-21459, FIX#45.9.3)
• When a user adds or edits a transaction, the changes are saved and display on the Transaction page without an error (AMP-21330, FIX#45.9.4)
• Users that are not integrated with CCB or PCO are able to successfully add a manual transaction (AMP-21367, FIX#45.9.4)