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Release Notes: February 2023

Joni Carey
Updated

New Features:

Suggested Donation Amounts:

  • New page under the Giving menu for admins to manage the ‘Donor Experience’
    • Gives admins the ability to control various aspects of the donor giving experience
    • Set a default suggested donation amount and additional amounts for a donor to choose from in the donor giving experience

Improvements/Enhancements:

  • Donors can receive their My Giving link via text message even when a campus phone number does not exist (AMP-15969, FIX#46.5.6)

 

Bug fixes:

  • Anywhere the type-ahead dropdown is used, the user is able to tab to the next focusable element (AMP-22399, FIX#46.5.0)
  • The error when disabling a fund displays correctly and the toggle does not change position (AMP-22593, FIX46.5.1)
  • When making a donation from the appeal page, it only displays the default fund chosen by the admin and not giving fund options (AMP-22815, FIX#46.5.1)
  • Household Statement Updates: (AMP-16979, FIX#46.5.2)
    • For individual statements, inside the pdf text in upper right shows “Individual statement generated MM/DD/YYYY”
    • For household statement, inside the pdf text in upper right shows “Household statement generated MM/DD/YYYY”
  • When an admin generates a statement, fund and appeal names display correctly (AMP-22944, FIX#46.5.3)
  • Splits can be removed from a transaction and saved without producing an error (AMP-23024, FIX#46.5.5)
  • When submitting a form payment and profile and payment information is not entered, the correct error reads “Please correct highlighted fields and try again” (AMP-22789, FIX#46.5.6)
  • The fund dropdown on the giving page has been restored (AMP-23172, FIX#46.5.6)
  • When adding a transaction, the profile search functionality is working as expected (AMP-22581, FIX#46.6.1)
  • The email domain for CD2 branded clients has been updated to allow it to pass blocking policies (AMP-23204, FIX#46.6.2)
  • Giving statement text is formatted correctly (AMP-23039, FIX#46.6.3)
  • An email notification is not sent to a donor when no changes were made to a split transaction (AMP-21628, FIX#46.6.3)
  • The Merge Profiles window displays all unique choices to select from for Last Name and blank addresses are not shown in the address section (AMP-21068, FIX#46.6.3)
  • Profiles are imported successfully when giving is not enabled (AMP-23303, FIX#46.6.4)
  • Profiles created with no email in the portal can be seen in the Planning Center for clients with PCO integration (AMP-20874, FIX#46.7.0)
  • Donors using Text-to-Give for the first time receive the correct link to make a donation (AMP-23309, FIX#46.7.2)
  • For LYBUNT and SYBUNT reports, profiles that are part of the results and are also part of a household which has given this year are not included when downloading results by Household (AMP-23320, FIX#46.7.3)
  • The Appeals page displays successfully (AMP-23351, FIX#46.7.3)
  • The select all checkbox on the Potential Duplicates window is working as expected (AMP-23360, FIX#46.8.0)
  • After completing a profile import, another upload can be initiated without refreshing the page (AMP-23314, FIX#46.8.0)
  • The fund dropdown is available in the give flow for all client configurations, and the campus dropdown only appears when there are multiple campuses (AMP-23532, FIX#46.8.0)
  • The profile name is displayed for all transactions (AMP-23440, FIX#46.8.1)
  • Texting the keyword “Manage” is working as expected (AMP-23518, FIX#46.8.3)
  • When the Appeals product is not enabled, the public Appeals page is not displayed (AMP-23044, FIX#46.8.3)

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