Site Stacker Release 2.53

Activities

• Added Activity Person filter for Activity Grid.

API

• Add read-only endpoints for retrieving offline batches (`ContributionBundle`s) through the API. Also, expose the "bundle" object in the `ContributionBatch` endpoints.''
• Fix updating the default email on a CRM record through the API. The email was added but it was not replaced as the default one in the CRM record. 

CRM

• Added template setting configuration for household names when creating new CRM Records. 
• Changed to display notes by household instead of single CRM record. 
• Added CSV export feature to Activity and Relationship grids. 
• Added age to the person detail screen. 
• Added age data column in CRM grids/details. 
• Changed to have entity person field linkable via a setting in admin details and CRM record module.

Contributions

• Changed to not enforce minimum amounts for contributions on the admin side. 
• Changed to allow negative amount for offline gifts and also allow removal of designation rows on offline recurring gifts.
• Changed the layout for associated offline recurring gifts dropdown to include soft credit.
• Added campaign monthly goal to architect import template.
• Various changes to UI regarding credit card fees in the "My Recurring" module react theme.

 

Historic Giving

• Added notes field option to the Historic Giving Debit module.

 

Payment Processors

• Added the ability to move payment methods and associated records from one CRM record to another.

 

Users

• Fixed an issue with SAML cookies where it would result in a "State Lost" error.

Modified on Thu, 28 Sep, 2023 at 8:49 AM