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Release Notes: December 2022

Joni Carey
Updated

New Features:

NCE Cross Navigation:

  • Admins have the ability to navigate between Impact and Learning platforms from a single navigation menu item or widget

Forms Drag and Drop

  • Drag-and-Drop element added to control the Elements in a Form.
    • Certain elements can be dragged and dropped into new positions, without having to use the Move Up and Move Down options in the Actions menu

Improvements/Enhancements:

  • Enhanced functionality has been added to the Tag Details window to easily remove a person from a tag by clicking the 'x' on their profile button (AMP-20843, FIX#45.11.0)
  • Texting “Demo” or “Demo app” to the text-to-act phone number receives an updated response of “Tap here to download the FACTS demonstration app: <link>” (AMP-19426, FIX#45.12.0)

Bug fixes:

  • When searching an associated profile on the transactions page and no results are found, the text is centered (AMP-21187, FIX#45.9.5)
  • When a user copies a link from the timeline, an alert is shown that the link has been copied (AMP-21266, FIX#45.9.6)
  • Users who have a giving passcode but no email receive an ‘Unable to send passcode reset email’ error (AMP-20901, FIX#45.9.6)
  • For non-cash transactions, no error is shown on the Transactions page after Notify donor of changes via email is checked and Save is pressed in the View/Edit Transaction window (with or without changes).
    • Changes made in View/Edit Transactions are saved and reflected in the Transactions List.
    • Donor receives email notification for changes made if “Notify donor of changes via email” checkbox is checked (AMP-21541, FIX#45.9.7)
  • All information in the profile is populated in the people profile downloaded file (AMP-20814, FIX#45.10.0)
  • An admin is able to send a requested donor statement via email or generate the PDF successfully (AMP-20957, FIX#45.10.0)
  • The payment section is included when a completed form submission is printed to a PDF (AMP-20990, FIX#45.10.0)
  • Funds appear in the Transactions Page table and the Filter By > Funds menu item is available (AMP-20707, FIX#45.10.1)
  • Events can be opened successfully from the calendar (AMP-21648, FIX#45.10.2)
  • Non-functional arrows at the bottom of the in-app Content Only pages have been removed (AMP-19019, FIX#45.10.3)
  • Donors can give successfully without receiving an error message (AMP-21459, FIX#45.11.0)
  • Year-Over-Year Giving report accurately reflects only the transactions for the client running the report (AMP-21433, FIX#45.11.0)
  • All members who are listed in the directory are showing when accessing the in-app Member Directory (AMP-21122, FIX#45.11.0)
  • The pagination dropdown on the Potential Duplicates page is working correctly (AMP-21063, FIX#45.11.0)
  • When submitting a form payment and the card expiration date is not entered, the correct error reads “Expire Date Empty” (AMP-21092, FIX#45.11.3)
  • The initiated and settlement dates on the Transactions page are the same dates reported with the original transaction in Cryptpay (AMP-21781, FIX#45.11.3)
  • In the Add Transaction modal, pressing the tab button moves the cursor to the next field on the screen (AMP-21298, FIX#45.11.5)
  • Split transactions are included on the YOY report (AMP-21696, FIX#45.12.0)
  • Results for the YOY report search populate successfully (AMP-21917, FIX#45.12.0)
  • The fund name on a reconcile report appears correctly (AMP-22091, FIX#45.12.0)
  • Accented characters are saved successfully on a profile (AMP-21126, FIX#45.12.0)
  • When adding another video, previous videos remain saved (AMP-21775, FIX#45.12.0)
  • Send receipt on a transaction made by an organization sends the receipt successfully to the organization's email (AMP-18721, FIX#45.12.2)
  • When a user navigates to Potential Duplicates tab from the potential duplicate warning link on the profiles page, the People list is displayed on the right side of the Filters on the All People tab (AMP-21091, FIX#45.12.3)
  • Entering a value into the item Price on the forms page does not cause the focus to jump to another field (AMP-21430, FIX#45.12.3)
  • After making a non-manual transaction, when a user clicks the ‘View My Giving’ button in the confirmation/giving success page, they are successfully directed to the information request page for an access link to the My Giving page (AMP-21943, FIX#45.12.4)
  • When downloading a transaction report, the organization address, email and phone number are included in the Excel file (AMP-21863, FIX#45.12.5)
  • The dropdown menu options for the pagination on Profiles and Transactions do not extend beyond the header (AMP-22295, FIX#46.0.0)

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