API
- Available endpoints and documentation can be found by accessing https://your.domain.com/api (user permissions required)
Contributions
- Fixed user login during recurring contribution checkout
- Users were unable to log in using the password fields on the checkout page.
- New "Match On" setting in the Unknown Giving module
- This allows matching on Accounting Code instead of External ID.
- Added ability to disable editing of designations in the “My Recurring” module
- Added ability to disable editing of canceled recurring gifts “My Recurring” module
- Added ability to disable editing of the frequency field in the “My Recurring” module
- Added ability to enable Google reCaptcha in the checkout form
- This option can be enabled in the site channel settings for the Contributions component
- Allow the amount to be zero for offline contributions in the “New Contribution” and “New Batch” windows
- Added ability to use soft credits in the checkout cart
- Individual gifts can be soft credited to a CRM record. One of the uses of this feature is for attributing gifts to a person.
- Added quantity and fixed price support for contribution campaigns
- Campaigns can now be created with a fixed price. The donor will choose the quantity they wish to donate instead of the amount.
- This can be enabled on the campaign category and a new “Price” field will be available in Site Planner for campaigns belonging to the category.
- Added forgot password link to the “Thank You” page
- Added increment/decrement feature for the checkout cart
- This allows for + / - buttons in template views to increment the quantity/amount of the gift in the cart.
- Change donor-related filtering to support soft credit person as well alongside the affiliated person
- Giving grids will now show gifts that you are soft credited on.
- Updated “account created” confirmation text on the thank you page to be correct regardless of site name
- Added site setting for removing payment methods if the first transaction fails
- Can be enabled in the site component settings for the Contributions component with the checkbox “Failed Methods”
Core
- Change alias field to cut down smaller words for the alias to fit in the max length of the field
CRM
- Allow empty email when saving a person or group
- People and groups can now be created without an email address.
- Added "Export All to CSV" functionality to the CRM grid module
- This will export all records based on current grid filters, not just the ones seen on the page.
- Added "Photo URL" column to CRM Grid module
- This column will show the CRM record’s photo path, not the actual image. Can be used for exports.
- Prevent deletion of CRM records if they have associated contributions or Motion 2 data
- Added tags filter to CRM Grid module
- Added support for displaying Datagroup multi-fields in the CRM grid module
- Removed the “Outside US” checkbox from phone fields and added autodetection for US phone numbers
- The checkbox was removed from the admin, dashboards, and contributions checkout page.
- Archive person merge records and show any merged information on the target record
- Added households support to CRM
- Every person created in CRM will automatically be assigned to a household. The default household name will be the person’s full name.
Data groups
- Fixed issue causing data group combos not to save because of empty value
Field Types
- Fixed max length validation
- Added spell-check support for the TinyMCE field
- Spell check can be enabled in the field configuration in Architect, Data groups, CRM Entities, and Motion 2
- New “Location Content Map” Cesium-based module
- A new full viewport module that shows a globe view with continent/country and other architect types views
- New “Heat Map” module
- A new full viewport module that uses a 2D globe view to show various layers with highlighted country statistics
Historic Giving
- Fixed issues with negative amounts in the giving chart and also improved the look and feel of the chart
- New historic giving Statements module
- A new module using the grid framework that tracks/groups giving data on historical gifts by household
- New historic giving “Account Balance” module
- A new module using the historic giving records to show the total amount with various criteria
- Added historic giving reports
- Add a 'Historic Giving Reports' module that displays reports similar to how they are displayed in Contributions > Reports > Historic Giving while showing only campaigns owned by the logged user.
- Added more presets to the historic giving chart that allow filtering up to five years back
- Change the order of "Support Over Time" preset options
- Synchronize historic giving credit person fields on CRM record changes
- Credit person fields will be updated in historic giving if the gift is soft credited to a person who has a CRM record
- Added ability to edit soft credit fields in the Historic Giving admin window
- Removed extra unused fields in the historic gift import template and added descriptions to other used ones
- Removed all donor household-related fields
Modules
- Added a new option to disable sorting on dashboard grid columns
- This option can be used on all dashboard grid modules.
Motion 2
- New Statistics module (beta) Dashboard module for instance creation and task completion statistics.
- Fixed the "Cannot be empty" error when trying to submit some forms due to the CRM entity fields being required
Payments
- Fixed card about-to-expire system message variables
- Integrated Braintree payment processor
- Added iframe handling for credit card payments and added new credit card form in Vantiv payment processor
- Added site setting to disable CVV editing on credit card forms
- Can be enabled in the site component settings for the PaymentProcessors component with the checkbox “Disable CVV on Card Edit”
- Save billing addresses on payment methods instead of CRM
- Billing addresses for payment methods will no longer be affected when a CRM address is changed or deleted.
Search
- Allow applying filters on the CRM Entity data group fields
Sites
- Change configured redirect URLs to be case-insensitive
Site Planner
- New Person Content Items module
- The new module will list content owned by a CRM record
- Added new features to allow indexing and rendering of content item owner CRM basic and entity data
- Data from the CRM record that owns the content item can now be used in frontend templates.
- This allows for the creation of content types with no fields (eg. Missionary, Child) where all data is stored in CRM.
- Added tags filter to Content Grid module
- New visibility condition for checking the presence of a URL parameter
- Allows for showing/hiding an item in the front end based on a URL GET parameter. Example: https://my.domain.com/
projects/my-project?example-visibility-parameter
Spark
- Added “Construct Entity Field” spark outcome
- Allows for saving data in a CRM entity field
- Added “Historic Gift Create” spark event
- Added option to create item only if it does not exist in “Content Item Create” outcome
- Added a Searchable option in the “Create Content Item” outcome
- Added amount conditions to “Historic Gift Create” spark event
System Messages
- Added file attachment capabilities
Templates
- Template Inheritance
- This allows for the creation of a full-featured “Base” template and “Child” templates with only small changes in views and style.
- Can be used when templates are very similar to each other to make them easier to maintain.
Users
- Session groups
- In a scenario where a user belongs to multiple groups, this feature allows only a subset of those groups to be active. It can be used to show different dashboard configurations for the same user.
- Added SAML identity provider support
- SiteStacker can now be used as a SAML IDP for single sign-on integration with other applications.
Virtuous
- Integration with Virtuous CRM & Marketing Platform
Other bug fixes and improvements
Modified on Tue, 19 Sep, 2023 at 1:32 PM
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article