Added a new setting to the “Related Campaigns” module to hide the campaign owner
Always show the donations/participants grid on the advocacy detail page if the viewer is the campaign owner
Fixed progress bar going over 100% when a campaign has exceeded its goal in the "Active Campaigns" module
Added CRM entity data into the person endpoint
Fixed start date, next run date, and payment method dropdown in Edit Recurring Popup module
Added support for refunding/reversing multiple contributions from admin
Fixed Contribution report to include the total amount on all main groups
Fixed logic for Monthly goal module to show stats for the current month
Added default country feature to the checkout page
The country field will be hidden by default and it will default to the country specified in the Locations component site channel settings.
Added a new site channel setting to specify custom text for the Add Card button on the checkout page
Added channel setting for specifying a title for the recurring section of the checkout page
Improvements to the Campaign Fixed Amounts feature
Added fixed amounts grid in the Campaign Info panel in the Site Planner edit item window.
Ability to add default fixed amounts on campaign categories and content folders.
Added partial recurring site channel setting that enables the ability to have mixed recurring and non-recurring gifts on the same checkout page
Added developer tool to fix row format issue on MySQL clients
Fixed CRM Record module basic fields visibility based on ACL permissions
Duplicate scanning and CRM Merge improvements
Display the number of duplicates in the CRM grid panel.
Allow ordering and open a window on click to show the possible duplicates for that record.
Add support for merging CRM records with Motion 2 data.
Fixed merging CRM entities.
Improved merge scan progress in the admin.
Added "New Phone Added" and "Phone Updated" system messages. These are sent when a new phone is added and when an existing phone is updated.
Added notes column to historic giving export
Change historic giving export to hide anonymous donation donor fields
Fixed PDF statements printing blank page when exporting from the second page of the grid
Fixed PDF print statements unable to render multiple statements
Speed improvements to chart dataset
Added ability to filter the chart by the custom range
Added external id and phone type id fields to person phone import
Allow specifying the 'created' datetime when importing notes for people through the Import component
Fixed import rollback grid loading issue
Change state field to be always displayed in alphabetical order
Added setting to disable legacy fields for country/state/city
The setting was added as a checkbox “Disable Legacy Address” on the site channel settings for the Locations component. By choosing this setting, default HTML dropdowns will be used for country and state fields.
Fixed an issue with IATS that caused edited check payment methods to be switched to Savings account type
Fixed PayPal recurring cancellation issue caused by a change in the PayPal API
Implemented refund for card transactions in Paperless payment processor
Update API Key for Scripture Passage API call
New "Selected Filters" setting for the Search Results module
When this is enabled it will display below the filters a list of all the currently applied filter values. This provides a better view of the applied filters and an easy way to remove them.
Prevent pasting folders in Content Explorer into themselves or into child folders
Add new outcome 'Set a fixed value for accounting code for campaign(s) owned by a CRM record'
Allow initiating the conversation from the email inbox
In case the receiver hits "Reply" instead of "Reply All", the admin has the possibility to send an email to the SendGrid inbound email address and add the person's (name and) email on the subject field, to record that into the person's CRM activity.
Other bug fixes and improvements
Modified on Thu, 28 Sep 2023 at 10:10 AM
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