Site Stacker Release 2.24

Advocacy

• Added "Hide donation details" advocacy category setting
• The setting can be used to hide the entire donation details table from the campaign details page
• Added new configuration to Related Campaign module to show/hide advocacy campaign title

Contributions

• Added ability to show/hide title field in the checkout page
• This setting can be enabled in the Contributions component site channel settings
• Added ability to make the title field required/optional
• This setting can be enabled in the Contributions component site channel settings
• Add the "Suffix" field to the "Checkout" component page.
• This can be enabled, and made required or optional, from the Contributions component site channel settings.
• Major rework of contribution reporting features
• The admin contribution reports interface was redesigned and multiple grouping and filtering options were added to the reports sidebar.
• Added source codes column and other fixes to contribution reports
• Added notes field to recurring reports
• Added dynamic offline types for Contributions and Historic Giving
• The offline types we had before were Cash and Check. More types can be added now from Admin / Contributions / Offline types. In addition, you can enable or disable the reference field for each offline type. (eg. In the case of check the reference field can be configured to be the Check Number).
• Added "Soft Credit" data point to Contributions and Historic Giving
• You can associate a CRM Contact as a soft credit for each contribution designation when adding contributions from the admin “New Contribution” window, or from the “New Batch” window.
• Soft credit is also available as a column and filter in the Campaign View and in the dashboard contribution grids
• Replaced "Affiliated Person" wording with "Affiliated Giver" throughout the system
• Added support for saving drafts when adding new contribution batches
• In the “New Batch” window there now is a “Save Draft” button. This will save all data entered in the form without actually submitting contributions.
• A draft will be saved in the Batches grid with the “Draft” status and a blue color. Double-clicking the draft will open the “New Batch” window with all the previously saved information.
• Added "number of days before" setting to "Process Recurring" cron job. Defaults to 7 days.
• If the cron recurring cron was stopped for more than 7 days this value can be adjusted to process all the missed contributions.
• Added ability to clear the end date value when editing a recurring batch record from the My Recurring module
• New "Recurring Canceled Notify Campaign Owner" system message.
• This is sent to the content item owner (AKA campaign owner) when a recurring contribution is canceled.

CRM

• Added ability to show/hide title field in the registration page
• This can be enabled, and made required or optional, from the Users component site channel settings.
• Add the "Suffix" field to the "Register Account" component page.
• This can be enabled, and made required or optional, from the Users component site channel settings
• Added setting to make the title field required/optional in the "Edit Profile" module
• Add the "Suffix" field to the "Edit Profile" module.
• This can be enabled and made required or optional from the module's configuration.
• Added ability to make emails clickable in CRM Grid and CRM Record modules. Initiates new email conversation when clicked.

Historic Giving

• Fix the "Download Report" PDF export not loading in the Support Over Time module

Motion 2

• Added "engagements" functionality to allow choosing a starting point and tracking a user's workflow
• The workflow and kickoff page can be selected from the “Automation” section in the Site Planner edit window.
• Motion 2 instances with an engagement will display the content item name in the Instances grid.
• The engagement is also available as a filter in the instances grid. Double-clicking the instance will also show the engagement in the new “Information” section.
• Engagement information is also available in the Task List module.
• Added new settings in the Workflow Data module that can be used to hide Basic Information or Task Details sections from the exported PDF files
• Removed "Details" title from Workflow Data module generated PDF if the "Hide task details" option is checked
• Fixed due date triggers not sending notifications
• The due date trigger was not sending email notifications when the trigger was also set up with a delay.
• Added ability to show additional note fields for note tasks (subject and important)
• This can be configured from the task settings.
• Moved the task type to the top of the task form and the type no longer defaults to "Standard"
• Changed "Duration" label to "Due Date" in task form
• Added settings to make tasks optional
• Any task can now be made optional. This can be done from the task’s settings and it will show a “Skip” button on the task page.
• If the skip button is used the task will be marked as complete without having to fill in the form, upload a file, add a note, etc.
• Allow multiple selections for Relationship tasks
• This can be configured from the task settings. If enabled more than one CRM contact can be selected to create a relationship with.
• Added option to repeat due date triggers until the task is complete
• This can be configured with two settings in the task settings:
  - number of times to repeat
  - Repeat frequency
• New trigger source for landmark triggers based on a selected calendar date in the future
• Triggers added to landmarks can now use the “Fixed Date” trigger source. If selected a future date also needs to be selected.
• These triggers will run based on a new cron, processTriggerFixedDate, which will be installed automatically.

System Messages

• Ability to populate the Subject field in the "Send Email" popup

Other bug fixes and improvements

Modified on Thu, 28 Sep, 2023 at 10:14 AM