Release Notes: January 2023

New Features:

• Viewable Form Responses
  • A new ‘Responses’ tab has been added to each form where all responses can be viewed at a glance
  • View individual submissions by clicking on a specific response

• Matching Gifts

  • Designate certain People or Organization profiles as “Matching” profiles
  • Create an expected matching gift for a donation
  • Enter or update donations which fulfill expected matches
  • View a report of expected, past due, completed or cancelled matching gifts

Improvements/Enhancements:

• When creating a Pledge, the fund and appeal dropdowns now include search capabilities (AMP-20689, FIX#46.3.4)
• The expandable More details section of an Appeal is now collapsable (AMP-22876, FIX#46.4.3)
• When editing a Transaction, the fund and appeal dropdowns now include search capabilities (AMP-19692, FIX#46.4.4)

Bug fixes:

• When a user is giving a gift and the fund selected has a custom message which is empty/null then the gift and receipt is processed without error (AMP-22385, FIX#46.0.2)
• After Donor Connect migration, the fund pie chart displays correctly (AMP-21729, FIX#46.1.1)
• Upon connection with Mailchimp Profiles sync successfully (AMP-20997, FIX#46.1.2)
• When setting up a new Appeal, clicking the link to that appeal will load the appeal successfully (AMP-22197, FIX#46.1.3)
• The limit on a manual transaction entry is $100,000,000 (AMP-22382, FIX#46.1.4)
• Changes to the split payments are be displayed on the "View Change Log" page for the transaction (AMP-22391, FIX#46.1.4)
• When the delete button is selected on a dropdown, checkbox, or option selector item on a form, that item is deleted from the list (AMP-21617, FIX#46.2.0)
• A downloaded Transactions file has the same ordering of the columns on the Transactions page (AMP-21241, FIX#46.2.1)
• The connection with PCO integrations has been restored and donors can give successfully (AMP-22500, FIX#46.2.3)
• When changing the status of a PCO fund on the Funds page, the updated status is saved correctly when the page is refreshed (AMP-22595, FIX#46.2.5)
• The “Initializing & Processing” loading state disappears after successful load of Giving Dashboard charts, and on hover of the word ‘Text’, there is a tooltip of "Learn more about Text-to-give here." with the word ‘here’ functioning successfully as a link to open Text-to-Give in a new tab (AMP-22299, FIX#46.2.5)
• “Opt-in” is an option on the sign up form, and once checked, the user is successfully added to the client table with an ‘Ok to Text’ green check (AMP-21309, FIX#46.3.0)
• When the option to notify the donor of changes is selected on an organization transaction, the organization will receive an email (AMP-21627, FIX#46.3.0)
• A full year is reported in the LYBUNT and SYBUNT reports (AMP-22321, FIX#46.3.1)
• Payment form validation appears on all user-created forms (AMP-21786, FIX#46.3.1)
• Newly created Appeals save successfully in the portal (AMP-22184, FIX#46.3.2)
• After a transaction import, client receives a confirmation email of a successful or unsuccessful import (AMP-22267, FIX#46.3.3)
• Form responses can be downloaded without receiving an error (AMP-22794, FIX#46.3.4)
• Updating profiles with only case changes are successfully saved (AMP-22488, FIX#46.3.4)
• Both Android and iOS downloads appear on the dashboard (AMP-22212, FIX#46.3.4)
• Blank spaces are removed from mailto links so users are able to access the app (AMP-13118, FIX#46.4.1)
• Time selection has proper spacing and layout in the Poll Details modal (AMP-21026, FIX#46.4.3)
• Value for Stock ticker and Number of Shares field is displayed successfully and not editable (AMP-22577, FIX#46.4.2)
• Series future start date is displayed on the transactions page (AMP-22533, FIX#46.3.4)
• An admin is unable to save a custom receipt message that is blank, or is exclusively 1 or more space characters (AMP-22411, FIX#46.3.4)