Contributions
Fixed a bug in the My Recurring Gifts module that was preventing users from editing and saving gifts that were made as an organization
Fixed PayPal recurring not synchronizing the end date and amount correctly between SiteStacker and PayPal
Fixed recurring start date not being disabled if PayPal is selected first as a payment method and the recurring checkbox is checked afterward on the checkout page
Fixed recurring PayPal gifts that had their designation changed still using the old designation
Fixed thank you page sometimes showing a zero amount after a PayPal contribution
Made source codes available to use in transaction APIs
Added offline recurring giving functionality
To create a new offline recurring gift from admin the “Offline Recurring” option must be chosen in the Type dropdown. Offline recurring, unlike online recurring, will not be processed automatically for every recurring cycle. Offline gifts can be manually added and associated with the offline recurring schedule via the new dropdown “Associated Offline Recurring”
CRM
Fixed special characters not working when searching in the CRM module
Historic Giving
Added the 'receiver_person_external_id' field in the HistoricGift endpoint to be able to match a receiving person by external_id, instead of only by id
Changed account balance pdf print to take into account "filter by receiver" setting from the linked grid module
Fixed an issue in the Account Balance module print link that didn't filter by the person you were looking at
Fixed import errors when using both deductible and nondeductible amounts, when they are reported as not equal to the amount, in some edge cases.
Removed deleted/external_id fields from the Additional Data section of Historical Giving Import documentation
Import
Allow the import tool to specify whether an email match should occur in order to overwrite a CRM record
The _match_by_email column needs to be set to 1 in the import CSV to overwrite the record, or left out or set to 0 to prevent overwriting
Motion 2
Fixed the Due Date column in the TaskList module
Payment Processors
Added source codes to memo[source_id] field in Cornerstone processor transaction APIs
Fixed blank 'Gateway Code' when exporting payment methods as CSV from admin.
Use new stored_credentials flag for Payeezy card transactions
Site Planner
Allow saving HTML tags in WYSIWYG fields from the "Content Item Editor" module
Spark
Added spark events for new contribution transactions and recurring schedule reminders
The event names are “New Transaction” and “Recurring Schedule Reminder”. The difference between the “New Transaction” and “New Contribution” spark events is the transaction event will be triggered once per transaction, and the contribution event will be triggered for each designation.
System Messages
Receipts can now be sent for offline donations as well. New configuration condition added to receipt system message for online/offline flag.
Users
Added new settings to the Register Popup module to customize the popup title and the submit button text
Other bug fixes and improvements
Modified on Thu, 28 Sep, 2023 at 10:06 AM
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