New Features
Next Steps
- New 'Next Steps' feature accessible via client dashboard allowing clients to Create & Manage Customized alerts & follow-up actions when:
- Someone donates for the first time, or donates over a specific amount
- A scheduled donation fails to process
- A past donor has not donated in the last six months
Recurring Payments
- To comply with regulations, Recurring Payments now sends additional messages:
- A reminder email message a week before a yearly donation
- Acknowledgement of the recurring donation, separate from the first receipt
- Emailed receipts and acknowledgements include a link to cancel remaining payments
- Recurring Multifund Donations
- Donors can set up recurring multifund donations
Improvements/Enhancements
- One-Time Login feature now offers a passcode as well as a link
- The Fund dropdown in the Split Transaction section of the View/Edit Transaction modal now offers typeahead (AMP-22958, #47.11.1)
- The number of profiles initially returned in the results table has been reduced to improve efficiency and reduce load time. (AMP-25835, #47.12.3)
Bug Fixes
- The People import process uploads new profiles correctly (AMP-25361/25661, FIX#47.9.4)
- When a donor submits a gift using Text-to-Give, the Fund name appears on the Transactions page (AMP-25410, FIX#47.9.0, #47.9.1)
- When a donor submits a request to access the directory, the portal sends only one email notification to the admin (AMP-25351, FIX#47.9.3)
- When editing a Calendar event, the images save correctly (AMP-25508, FIX#47.10.3)
- When splitting a Transaction, the resulting transactions show the correct fund name (AMP-25562, FIX#47.10.4)
- During SIS sync after a Donor Connect sync, incoming records match correctly (AMP-25034, FIX#47.10.4)
- When the User clicks the Next Page button in a Form, the portal takes the User to the top of the next page. (AMP-25490, FIX#47.10.3)
- When accessing the FACTS portal, the slim application error is no longer returned. (AMP-25786, FIX#47.12.2)
- When reporting on imported transactions, the “Last Gift Date” is correct. (AMP-25810, FIX#47.12.2)
- Country and state show correctly in the imported profiles. (AMP-25674, FIX#47.12.3)
- All form responses are downloaded with no error. (AMP-25811, FIX#47.12.3)
- When a user attempts to submit a payment on a disabled form, the user receives a message saying that the form is disabled. (AMP-25546, FIX#47.12.4)
- Transaction Reconciliation page detail displays amounts totaled by fund (AMP-25682, FIX#48.0.1)
- When a transaction has been completed and posted in FACTS, it is exported to CCB/PCO at the same time (AMP-25869, FIX#48.0.2)
- When Safari browser populates the credit card information, the Donate button is able to be clicked without error (AMP-25659, FIX#48.0.3)
- The split transaction tool tip on Transactions page displays the correct funds (AMP-25709, FIX#48.0.4)
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