Site Stacker Release 2.25

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

Google

• 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