IMakeAnOnlineDonation

• The buyer's address is now displayed on the tickets.
• The participant's name is now displayed on the tickets.
• On tickets, information in the "Details" section now has the full width of the ticket to display.
• Buyers can now transfer tickets that have already been transferred.
• Added an option to display or hide the QR code on electronic tickets.

Participants

• Access to the tickets of one or more participants from Prodon now allows the transfer of tickets.
• The ticket number is now formatted according to the ticket inventory configuration.

Web Forms

• Ticket inventory options have been isolated in a "Tickets" tab to avoid confusion between ticket and web inventories.

Clients

• When converting an internal contact to a client, the greeting for recognition programs was not added, causing an error when modifying the greeting.

E-mail Blast

• In an email blast mailing, the "C_Amount_Last_gift" field was not correctly formatted.

Prospections

• There was an error when adding a prospect.

IMakeAnOnlineDonation

• Package only: New e-ticketing functionality.

Clients

• In the anonymization function, it is now possible to configure the deletion of task, prospecting, transaction and commitment folders.

Application information

• The database size displayed was invalid.

Automated processes

• There will be no more errors if the user closes the window or confirms the change in the process update window before the floppy disk icon lights up.
• When the Prodon running the automated process ran for more than an hour, the scheduled task started a second Prodon. It was therefore possible for the same automated process to be executed by the 2 Prodons at the same time, which could potentially cause problems. Now, the automated process is locked during execution.
• When running automated processes, if an invalid email was found, the execution of the automated process would stop. Now, execution continues and the email is simply ignored. At the end of the process, the list of invalid emails is noted in the "Last execution - error" column of the automated process.
• When an automated process was added and the sending was to be made to clients rather than relations, the filter on the "Start list" was applied as if the relations were filtered. This could lead to mailings being sent to the wrong recipients. Now the filter is applied correctly to find the right list of recipients.
• In Automated Processes, when adding/modifying a process, in the start list configuration, if you select "Condition on a field' and the field is a date-type characteristic, the value is now displayed.

Characteristics

• When a "Choice list" characteristic that was visible in the grids was deactivated and a value visible in the grids in another "Choice list" characteristic with the same location was removed, an error was obtained.

Commitments

• When closing a commitment form, an unwanted event (click on the "End when the objective is reached") was triggered, causing this error. This event is now ignored when the window is closed.

Duplicate merge

• When merging duplicates, there was sometimes an "Invalid record id" error while unsubscribing an email to the distribution lists, and this interrupted the merge. Now if this error occurs, it is no longer displayed, the email is still unsubscribed and the merge continues.
• When an email was present in several client files, the email was removed from the distribution lists following the merge.
• When merging clients, if one of the emails was archived and had been subscribed to a distribution list before the Email Blast module was deactivated, and error appeared, as there was an attempt to unsubscribe the email to distribution lists when the module was no longer active.

General

• In the "Support Request" window, removal of the "Facilys BYS" button which is no longer in use.

Mailings

• The "Unfinished form" field was missing from the quick filters in the communication history.

Tasks

• When adding text to task descriptions by assigning new values, the "Out of memory" error sometimes appeared. Tasks are now modified one at a time to avoid this.

Web App

• When a widget was added to a cross-analysis with an X field, where the X field was a date and only the year was displayed, the widget generated an error.

Automated processes

• The mailing lists registration is now done in batch to accelerate the process.

Clients

• When converting an internal contact to a client, the greeting for recognition programs was not added, causing an error when modifying the greeting.

eReceipts

• The receipt link tag is no longer case sensitive.

General

• The software key information was incorrectly recorded in the database causing various issues related to the validation of active modules. IE : some reports exclusive to certain modules could be hidden.

Prospections

• There was an error when adding a prospect.

P2P campaigns

• It is now possible to register participants manually from the backoffice.

General

• In the Help menu, a new "Information about your application" feature displays the number of clients in the database, the size of the application folder and the size of the database.

P2P campaigns

• Cookie consent management

Prospections

• Added prospecting, campaign, occasion and activity characteristics to the "Prospecting Activities" tab of the client file.

Receipts

• Receipts now show a letter amount.

Automated processes

• In automated processes, when a template was duplicated, the web form was not duplicated, which broke the link in the email. The link now works when a template is duplicated.
• The filter created by the Automated Process wizard for fixed-date reminders was non-functional and generated an error when the "Do not send on January 1st" option was used. The filter created by the wizard is now functional again.
• If one of the template emails had been deleted, an error prevented the automated process from starting. A check is now made to detect whether the template emails still exist on the email provider's website. If they have been deleted, the user is informed so that they can configure the email template again.

Bank Rejects

• When importing online donations, a check is made to confirm the existence of a bank rejection, and if this is the case, a link is made between the transaction and the bank rejection. However, the organization of the bank rejection and the transaction were not taken into account. A transaction from organization 1 could be linked to a bank rejection from organization2. Now, the transaction and the bank rejection are always from the same organization.

Clients

• A "Timeout" error message was displayed during client anonymization. This was due to a performance problem caused by the massive modification of several means of communication. Changes have been made to improve performance.

E-mail Blast

• Improved performance when synchronizing with the mail user agent.

GL account

• Correction of an error when the detail grid was visible from the management of GL account groups

Instant Payments

• In a multi-organization Prodon, it was possible to log into Organization 1, modify a transaction in Organization 2, select an instant payment method, and the money was deposited into Organization 1's account rather than Organization 2's account.

Mass mailing

• Implementation of an integrated browser based on chromium for mass mailing.

Receipts

• An error occurred during receipt generation when the thank-you letter embedded in the receipt contained square brackets.

Recognition program

• If a recognition program had already had several editions and this was no longer the case, when a filter was applied to the recognition program in client management, the levels continued to be multiplied per edition. Now each level is displayed only once in such a situation.
• When a recognition program was duplicated, the summaries checked in the various criteria were not duplicated. They are now duplicated.

Reports

• On the "Summary of donations by GL account" report, the total of future commitments was not accurate. The total was calculated according to the GL account in the donor file rather than the GL account in the commitment file. The request has been corrected.
• The future total for commitments was not displayed on the "Summary of donations by GL account" report because the filter on the dates of the selected period was not correct. Commitments are now correctly filtered.

Transaction/Commitment importations

• When importing transactions, the default characteristic group was not displayed in the characteristics always present when there was no default value. Now, the group is listed even if there is no default value.

Web Forms

• When modifying a form, if a transaction under test exists, a message is displayed to the user indicating that this transaction must be deleted before saving. When the user refused to delete it, the form was not marked as not up to date in production. Now it is.

Automated processes

• Change in start date operation. The start date is now used to delay the execution of the automated process, rather than to start the automated process. So even if the automated process is started manually before the start date, the process will not be executed before the date.

Clients

• The feature to anonymize individuals now applies to IMakeAnOnlineDonation and microsites (P2P).

P2P campaigns

• In the back office, in the "Manage participants" tab, the image of all participants was donwloaded immediately. Now, only the image of the participants displayed is downloaded.
  This should improve page loading time.

Web Forms

• The "Use DKIM signature for confirmation emails" option, which was previously in the web forms, has been moved to the homepage configuration and now applies to all homepage forms.

Automated processes

• When a filter was applied to the "C1-Client no" field on the initial list, an error would occur when starting the process. The problem has been resolved and the process now starts normally.
• The same email was added several times in the same process if several relations were found with this email. An additional check has been added to prevent this from happening again.
• The "Created by". "Created on", "Last edit by" and "Last edit on" fields were never filled in. They are now modified as they should be.

Characteristics

• The grids for entering characteristics values did not display anything in the "Created by", "Created on", "Last edit by" and "Last edit on" columns when the display was in quick entry mode. This problem has now been solved.

Client importations

• Even if the status and date columns for sensitive data consent were empty during import, a sensitive data date was entered in duplicate in the client's file (update of an existing client). Now, when the status and date columns for sensitive data consent are empty, no date is entered in the file during import.

Custom reports

• When importing to Excel, numerical columns displayed as percentages would not display the correct value in Excel depending on the display format. Now, when a percentage column is detected, the display format is further controlled and adjusted so that Excel can display the correct value.

Duplicate merge

• When merging duplicates, the consent status for the first client's personal data was used even if one client had given consent. Now, if a client has given or withdrawn consent, this status is used instead of "Unknown".
• When merging, if the same email was used for several clients, one of these emails was kept and the others were deleted. However, the email was unsubscribed from all mailing lists. The email is now no longer unsubscribed.

E-mail Blast

• An error prevented the retrieval of statistics for email blast if one of the emails was not associated with a client or a relation. Statistic retrieval now works even in the absence of a customer or relation association.

Electronic exportation

• For SEPA file exports (pain.008.001.02), the <InstrId> tag used to contain the occasion code, activity code and transaction number, and sometimes exceeded the 35-character limit. From now on, only the transaction number will be exported, which will never exceed the maximum length of 35 characters.

eReceipts

• When the software key was changed, if the IMakeAnOnlineDonation module was not active, some fields in the eReceipts configuration would be cleared even if the eReceipts module was active.
• Correction of an error that prevented receipts from being sent by email blast.

Filters and views

• In the communication history, the column "Mailing Canv. created by" was available even if the canvasser's "Additional information" category was not active in the system preferences. An error would occur when this column was added in a view. Now, the column is no longer available if the category is not active.

IMakeAnOnlineDonation

• When IMakeAnOnlineDonation was updated, there was a form import step where all the buttons were inactive. This step has now been removed.

In Memoriam gifts

• During a duplicate merge involving a deceased person used in an in memoriam donation, the record(s) for this deceased person in the batch processing of in memoriam donations disappeared. This problem has now been resolved.

Online Donation

• When importing online donations, if an English address was imported, the lane type was lost. The lane type is now retained.

P2P campaigns

• When "Join this team" was clicked from a team's file, the participant was not able to choose a different activity, even though they were not obliged to have the same activity as their team. The activity was also selected even if it was inactive. Now, it is no longer possible to select an inactive activity for team members, and if the "Same activity for teams members" option is set to "No", the participant can choose their activity from amog those available.
• In the list of participants, teams and challenges, rather than displaying all page numbers in the pagination, a maximum of 7 numbers are now displayed.

Summaries

• When displaying an integrated summary on a transaction characteristic, the characteristic name did not change on the column header in the grid. The column header now displays the correct name.

Transaction analysis and history

• The characteristic column used to display (MEMO) when exporting an integrated summary to Excel. The correct value is now displayed.

Clients

• New feature to anonymize individuals.

Automated processes

• Addition of a gradual stop status to prevent new recipients from entering the process, so that those already in the process can complete it.

P2P campaigns

• The consent label in the logizone login window is different when logging in from the platform.
• In the backoffice, when a participant deletes his logizone account, instead of displaying nothing in the first name/last name field, it now displays "Logizone account deleted".

ProTech

• New version of ProTech supporting Microsoft SQL Server 2022.

P2P campaigns

• Correction to the method of repatriating transactions from JDEL to the microsite to avoid transactions not being visible on the microsite when a user uses another donor's URL.

Advanced analysis

• In a cross-analysis, when using a date in Y with the "Year" function, the year was displayed in an hour format in the grid. The year is displayed correctly again.

Automated processes

• An error would occur during the execution of an automated process when a condition on opening or clicking a link in a previously sent email was present.

Duplicate merge

• Merging duplicates no longer gives errors when at least one of the clients has a consent date for sensitive data.

Export and merge

• When exporting to MS Word, the "Exportation and merge" functionality did not work when the fields in the "Additional information" section of the third party were not active in the system preferences. The error had now been corrected and the functionality is working again.

General

• The default group was not automatically selected when adding a value for a characteristic in grid mode. Now it is.

Mass mailing

• When sending a mass mailing, an error would occur if an email address not associated with a client in the database was added to the communication history. Now, nothing is added to the communication history if the email address is not associated with a client.

Clients

• An option for documenting consent to conditions and policy has been added to the client file.

IMakeAnOnlineDonation

• Consent is now required to save donors' personal and sensitive data on forms.

Master documents

• It is now possible to save a copy of the document in PDF format in the folder and send it by email.

Web Forms

• HTML editor added to backoffice label management for terms of use, privacy policy and contact us.

Automated processes

• When validating before starting an automated process, messages indicating an error now display the text of the action in error to facilitate corrections. In addition, the text of the action in error is now displayed in red.
• Addition of an option in automated processes in the email sending steps to confirm that email drafting is complete.
• Filters created for use in automated processes are hidden in the various management functions so as not to confuse them with filters used on a regular basis.
• Added "Between ? and ?" operation for field filters.
• Mailing history can now be set to "Email" type steps.

IMakeAnOnlineDonation

• Added an option in the IMakeAnOnlineDonation configuration to activate consent for cookies.

Instant Payments

• Multiple users can no longer sent instant payments at the same time.

P2P campaigns

• The consent label in the logizone login window is different when logging in from the platform.

Receipts

• Legal form and company number (SIREN) are no longer mandatory for corporate receipts in France. However, a warning will be displayed indicating that it is recommended to document them.

Web Forms

• Added new merge field ([Form_Hyperlink=Click here to open the form]) to unfinished email.

Automated processes

• When adding an automated process in the wizard, the organization selection step was visible even if there was only one organization in the key.
• The value entered in "Box width" is now saved and applied each time the diagram is displayed.
• When selecting a distribution list template to use when adding an automated process, clicking on "Cancel selection" would add the automated process without a distribution list, preventing certain functions from working. Clicking on "Cancel selection" now cancels the addition of the automated process.

IMakeAnOnlineDonation

• There was an error when inserting emails sent by IMakeAnOnlineDonation in the communication history.

Mass mailing

• The summaries did not include the commitment amount even though the summaries were configured correctly.

Receipt importations

• An error occured when importing receipts that did not contain the TrxDateDonation import field.

Receipts

• When replacing a receipt, the taxation date of the old receipt was used in the taxation date field of the new receipt. Now, the transaction date field is used to fill the taxation date field on the new receipt.
• The amount was not displayed on the donation-in-kind receipts for individuals. This situation has now been rectified. It is now displayed above the description of the item, as on corporate receipts.

Automated processes

• In the search for automated processes, the value for the Yes/No column search displays a drop-down list with the values Checked and Unchecked.
• In the search for automated processes, date functions (ap, ac, as, mp, mc, ms, etc.) have been added.

E-mail Blast

• An item is now added to the communications history each time an email blast is sent.
• You can configure an occasion, an activity, a canvasser, a suggested amount and a response for the mailing in the same way as for mass mailing.

Mailings

• The history of mailings, the history of mailing statistics (email blast) and the history of email mailings (web services such as IMakeAnOnlineDonation and IRegisterNow) have been merged into a single history now called "Communication history".

Automated processes

• When adding an automated process, if the "Apply filter on client language when sending email for automated processes" preference was active and the English model was selected for the mailing list, the language was not adjusted in the automated process.
• There was an error when saving an automated process when the text of a "Send email" action was longer than 50 characters. It is now no longer possible to exceed the maximum length.
• When adding an automated process from a management, other than the management of automated processes, a process name is now requested rather than a filter name.
• There was an error when an automated process was duplicated.
• When applying a filter to a field, the list of fields displayed all available fields without taking into account the system preferences that allow the client to choose to display only certain fields.

Commitment importations

• Commitment import allows you to import instant payment tokens.

Mailings

• New automated emails functionality

P2P campaigns

• It is now possible to choose a unit of measurement other than money for the thermometers. (km/actions/time)

Web Forms

• Bring back the # JDEL into P2P

Characteristics

• The "Numerical value" field is now available in the characteristic grids. It will contain a value only if the characteristic is of numeric type. The "Text value", Date/time value", Yes/no value", ID choice list value", "Long text value", "File value" and "Unicode text value" fields have also been added and will work in the same way.

Duplicate criteria

• The duplicate criteria window has been simplified.

Duplicate merge

• When merging duplicates, if you archive or delete an email that is subscribed to a mailing list, the email will be unsubscribed from this list if it is not active in another customer file.

Filters and views

• You can modify a filter without first selecting it.

P2P campaigns

• The button to invite a friend to participate in my challenge is now available if you are connected to a challenge participant.
• The button to invite a friend to encourage my challenge is now available if you are connected to a challenge participant.
• Activities can be translated.
• DKIM email signing has been added as an option in the basic settings.

Web Forms

• In P2P, in the backoffice, make it possible to delete rather than ban/suspend participants, teams or challenges.

Activities

• Corrected a delay expiration when duplicating an activity that contains always present characteristics and then uncheck them before saving.

Automated email maillings history

• The wrong transaction was displayed when viewing from the automated email history.

Client importations

• In a Prodon with multiple organizations, if client visibility levels were active in the system preferences, they were ignored in the import module. This problem has now been solved, and the import module no longer detects duplicates with clients that the current organization cannot see.

History

• In the IMOD email history, it is no longer allowed to open the transaction of an email if there is already an open transaction.

Instant Payments

• There was an issue when manually modifying a donnor's country in the payment token window.

P2P campaigns

• In the window for editing a page in the backoffice, the confirmation button for the confirmation window of the publish button is "Publish".
• In the window for editing a page in the backoffice, the title of the confirmation window for the publish button is "Publish".

Web Forms

• Minimum receipt calculated on the total amount, not on the eligible amount portion.

Canvassers

• The fields of the prospection canvasser now have the prefix "Pro. Canv.".

Recognition program

• The option "Show transaction informations for new level" is now "Show transaction informations for new level (doesn't account for commitments)".

Web Forms

• Reduced the number of times some warnings are shown.
• When importing from web forms, duplicate importation will raise an error instead of a warning.

Characteristics

• When entering a numerical characteristic with a format, the value was not properly formated if the value was saved by using the "return" key.
• The start date of the characteristics is now properly imported.

Clients

• The New button did not work when trying to add a legal form from a client's file.
• There was an error when adding a legal form if the module IMakeAnOnlineDonation was not active.

Commitments

• When the occasion of a transaction is changed, the "linked" clients are now emptyied.

Cross analysis

• Correction of the totals of the numerical type characteristics in an analysis grid.

Custom reports

• Inactive fields are now hidden in the custom fields tool.

Electronic exportation

• It is no longer allowed to choose wire transfert payment method linked to an "other" electronic payment type.

Export and merge

• There was an error during the Word merge via the "Export and Merge" functionality in the processing of receipts to be issued if the "Cum. receipt amt" column was not active.

IMakeAnOnlineDonation

• The legal forms were not synchronized during IMakeAnOnlineDonation updates.

Instant Payments

• Removed a useless warning when sending instant Paysafe V2 transactions.

Master documents

• There was an error when generating a Word receipt with the merge fields CS_Legal_Form_Code, CS_Legal_Form_Desc and CS_Company_No.

P2P campaigns

• The thermometer on the homepage did not take up all the available space if widgets were active but not displayed due to lack of data to display.
• The "Same activity for team members" option was ignored when checking the display of the "Register and join a team" button, which could hide the button when it should have been visible.

Receipts

• Added a warning if the thank-you signature is unusable when delivering receipts.
• There was an error while generating a Word receipt with thank-you.

Recognition program

• The recognition maillings in the recognition program history now works as intended.
• There was an error when generating a mailing relationship in the recognition program history.
• When generation a recognition program, it was possible for a client to not be in the appropriate level if the level used multiple criteria.

Transactions

• The linked clients were not emptied when the occasion was changed.
• Corrected an issue when adding an address to a client while creating a transaction.

Web Forms

• In the IMOD history, the contact is now properly stored.
• Email templates are now properly duplicated when duplicating a web form.
• Corrected an issue when importing a multiple choice question.
• Removed an error message when deleting a commitment frequency.
• Payment methods are now properly duplicated.
• When importing participants, if the activty use more than 1 participants per unit and the donnor doesn't fill the participants fields in the web forms, we now create the proper amount of participants.

E-mail Blast

• It is now possible to add summaries in the available merge fields of a mailing list.

Canvassers

• The fields of the prospection canvasser now have the prefix "Pro. Canv.".
• The fields of the client's default canvasser now have the prefix "Cli. Default Canv.".
• The fields of the transaction canvasser now have the prefix "Tr. Canv.".
• The fields of the commitment canvasser now have the prefix "Comm. canv.".
• The fields of the mailing canvasser now have the prefix "Mailing Canv.".

Commitments

• Improved transaction assignment to a commitment that provides more scenarios and more clarity.

eReceipts

• When adding an organization, the "eReceipt" sequence is now named "Web Receipt".
• In the eReceipt configuration wizard, the signature and its positioning are copied into the eReceipt configuration, and the configuration is synchronized.

Preferences

• When adding a duplicates criterion, the default type is potential duplicates.

Receipts

• Addition of the legal form and company number (SIREN) on corporate receipts in France.

Tasks

• In the tasks, the transaction type references are displayed "Tr. No. | Client (First name Last name)".
• In the tasks, the commitment type references are displayed as "Comm. ID | Client (First name Last name)".
• In the tasks, the prospection type references are displayed "Pro. ID | Client (First name Last name)".
• When adding a timesheet with keyboard shortcuts a save request is prompted.

Timesheets

• It is now possible to choose a template when adding an element.

Transactions

• The beneficiary tabs have been moved and grouped to the right in the transaction management.
• Added transaction history in the window that allows to select a customer when adding a transaction.

Web Forms

• A background text has been added to the amount edit box in a web form.
• In the backoffice labels, the label "Edit my account" has been renamed "Edit member information". The value has also been changed if it had not been modified.
• In the backoffice, there is now a label to add a new member.
• It is possible to add a new member from the form by clicking on the "Change member" link.
• The conversion label was renamed "Conversion ID" et it's lenght is now 50 characters.

Bank Rejects

• When importing bank rejects, we now import all of them.

Characteristics

• It is no longer possible to save a characteristic selection with the Word apostrophe.

Clients

• The button "Send an email to this client" now has a proper message body.

Instant Payments

• It is now allowed to refund an instant transaction awainting response.
• Non configured instant payments are no longer visible in commitments.

P2P campaigns

• The P2P campaign did not change language when clicking on the language button.

Summaries

• The commitment summaries in a maillings are now properly calculated.

Transactions

• Corrected a conflict betwwen massive changes on the occasion or activity and the receipt amount.

Web App

• Dates and amounts are now properly displayed in widgets.

Export and merge

• It is possible to select the folder for the Excel export of the "Exportation and merge" function of the management grids in the user preferences.

LogiZone

• The logo IMakeAnOnlineDonation is no longer displayed on a custom URL.
• The amount is no longer displayed in the transaction history for transactions with a $0.00 amount.

Tasks

• In the task window, a new button allows you to open a search box to choose a task type.

Timesheets

• Added client characteristics in the timesheets history.

Warnings

• Added the last modification date in the warnings window.

Web Forms

• The logo IMakeAnOnlineDonation is no longer displayed on a custom URL.

Client importations

• When searching for duplicates, the field "Is a company" is only taken in consideration if there ways to understand it's value based on the other fields imported.

Cross analysis

• The display order is now in chronological order for date columns even if the date starts with the day or month.
• Corrected an issue in the analysis grid that were using fields that were not part of the selected view.

Custom reports

• Removed some inactive fields in the possible fields in the custom reports.

Customized lists

• When adding relations to a customized list of relations from the transaction history, clients without a main contact are now added.

Export and merge

• Corrected an issue when exporting to Microsoft Word from the "Clients / tasks" tab of the client management.

General

• It is now possible to place the text template management in the shortcut bar.

Update

• The current user session is now correctly cleaned at the beginning of a software update.

Web Forms

• Payment notes are now duplicated when duplicating a web form.

P2P campaigns

• The update of the homepages is now done via Prodon.

Mailing lists

• It is now possible to manage mailing lists in bulk in the management of mailing lists subscriptions.

Mass mailing

• Addition of 4 merge fields that will be used for the generation of the QR Invoice for Switzerland: Country_Default_Currency_Code, Org_QR_Invoice_IBAN, Mailing_QR_Invoice_Data and Mailing_QR_Invoice_Image. These last 3 are only available if the ISR module is present.

Web Forms

• It is now possible to use a custom URL for the IMakeAnOnlineDonnation platform such as "www.Give.organization.com" instead of "www.imakeanonlinedonnation.com/organization". You have to register your DNS for the subdomain. Logilys is responsible for buying and configuring the SSL certificates. Logilys is responsible for annually renewing the certificates. Activation and monthly fees to be expected. It is recommended to contact the Logilys team before starting the process for the subdomain.

Characteristics

• In the "Clients/Characteristics" tab of the client management, it is now possible to mass delete the filtered characteristics.

eReceipts

• In the batch receipt window, the tab "Pending emails" is renamed "Sent emails".

General

• In the news section, links now open in the default browser.

LogiZone

• In the LogiZone, the "online donation" section is renamed "Transaction History".
• In the Logizone, the "online registration" section is renamed "Registration History".

P2P campaigns

• When calling a web form, if the encryption key is empty and you are in test mode, a page will be displayed indicating that you need to correct the configuration for the integration with IMakeAnOnlineDonation.
• It is no longer possible to put a P2P campaign into production if the encryption key is empty and you are using the integration to IMakeAnOnlineDonation.
• The challenges menu will be visible in the top menu even if there are no challenges.
• The participants menu will be visible in the top menu even if there are no participants.
• The teams menu will be visible in the top menu even if there are no teams.
• Totals will now be calculated based on the dates of the display period for donations collected.

Questions group

• Added an option in the web questions to indicate if the value is saved in the account or the LogiZone member.
• When refreshing the choices of a characteristic, only the active choices are displayed.
• When a characteristic choice is checked as inactive, it is removed from the questions groups.

Web Forms

• When updating the IMakeAnOnlineDonation homepage, only the forms with the "Production up to date" box will be synchronized in production.
• When multiple forms are synchronized, if there are warnings or errors for one form, a message will be displayed, but the synchronization of the other forms will continue when this message is closed.
• If the label group, image group, theme or email template of a form no longer exists in the backoffice, they will be removed from the form during synchronization without displaying a message.
• Removed the option to pay for the fees for commitments.

Custom reports

• When exporting a custom report to Excel, the proper custom text is now used.
• Corrected a display issue with the "total" in custom reports.

Customized lists

• Modifying a customized lists that uses the "Include installments for the chosen dates" commitment option no longer resets to "Do not include commitments" on open.

eReceipts

• When there was a modification in the organization's information in a Prodon with only the eReceipts module, the information was not modified on the eReceipts.

Export and merge

• Corrected an error when creating a Word document with the "export and merge" function.

Filters and views

• In the filter tool, under the "Special filter" section on characteristics. The option "Other" now display the proper opérations options.

Instant Payments

• Corrected an issue with the Paysafe V2 API where direct debit payment were debited twice.

P2P campaigns

• The term "GL" is now "aff. compt." in French only.

Recognition program

• The filters on recognition level now properly find only the client of the appropriate level.

Relations

• Display correction for small size windows.

Reports

• Corrected an issue with the "Relations list" report.

Users

• The remaining days before password expiry warning now displays the proper number of remaining days.

Web Forms

• The check box "Use web receipt for instantaneous payments" no longer unchecks by itselfs.
• Centered the text on a suggested amount button even if it's displayed on multiple lines.
• It is now possible to activate the administrative fee option on a form that was duplicated from a form that didn't have the option.
• Corrected an issue when loading data for an import with two comments fields but only one of them contains data.
• Corrected an issue when saving an activity group.

Master documents

• It is now possible to change the order of the conditions in a calculated field.

Web App

• Changed the name of the web app in french only.

Web Forms

• When creating a new web form, the default visibility value for the cell phone and work phone will be "Show" instead of "Available".

Activities

• Corrected an issue when adding a new activity.

Addresses

• Improved performance when multiple users lauch the planned adresse change feature simultaneously.

Client importations

• When manually selecting a duplicate client, the operation changes to "M".

Commitment importations

• It is now possible to import a payment reference for "Planned" type commitments.

Commitments

• Removed duplicate columns in the commitments analysis and history.
• Corrected an issue when generating transactions for a commitment with an installment without an amount.

Export and merge

• Improved performance for the function "Export clients and transaction history".

GL account

• It is now allowed to delete a GL account.
• Corrected an issue when deleting a GL account group.

Importations

• When importing a relation, the default address of the contact is now properly defined.

Instant Payments

• Optimizations for the V1 API for the instantaneous payments.

Mailings

• The column "ID occasion" is now "Occa. ID.".
• The column "Occa. ID" is now "Occa. Desc.".

Means of communication

• When a means of communication is deleted while being the prefered means, the new means of communication that replaces it also becomes the default for its type.

Receipts

• Corrected an issue that prevented a cancelled receipt to be re-delivered.

Recognition program

• When generating a recognition program, the level amount is updated even if the client doesn't change level.

Reports

• The start and end date are now saved in the Donation Occasion Results report.
• Corrected an issue with remote desktop printers that change name every connection.

Securities

• When adding a new user, the accesses are correctly attributed according to the group, no matter what the order by is on.

Tasks

• Reduced the line spacing in the task description.
• The function to remove empty lines in a description now considers the selection.

Users

• It is possible to change the password after creating a user with the "save and add" feature.

Web App

• Corrected an issue with the column "Receipt E-mail" on online app.

Web Forms

• When using the function to prefill a web form from a client file, the address bloc will now use the free form version if the street name is before the steet type and also contains a cardinal point.
• Corrected an issue when importing Payline payments with Paypal (Europe).
• Corrected an issue when deleting a web form.

Importations

• It is now possible to duplicate an import.

Reports

• In the options window of the " List of Receipts" report, the title of the "Cancelled Receipts" options list has been changed to "Options".

Users

• It is now possible to activate user management in a non-professional version. This makes it possible to keep track of user actions despite the fact that only one user can be logged in at a time.

Web Forms

• Added a function to take the first installment and begin the commitment as soon as the web form is compleated.
• In the compact mode of the web forms, the transaction section and the commitment section have been combined.
• In the backoffice, adding an image now requires a description. This description is used to meet the WCAG standards.
• The title of the IMakeAnOnlineDonation pages that is displayed in the browser tab now includes a description per page that can be modified in the back-office labels.
• It is now possible to modify the group of a form even if the form is not visible on the homepage.

Mass mailing

• The mass mailing window now shows the Windows default printer even if the user has previously removed it.

Recognition program

• The elements of the "Recognition program" module are no longuer visible if the module is not active.

Reports

• The report "List of occasions and activities" now works properly again.
• In the report "List of occasions and activities" if the option "Show GL accounts per client type" is checked, they will be presented in two columns.
• The totals for the 2nd to 7th period are now properly shown on the "Commitment summary" report.

Summaries

• Corrected an issue with calculation in summary with only commitments options.

Web Forms

• It is now allowed to include a dash in web form code.
• Corrected an issue when modifying an import line for a web form.

Web Forms

• Reduced the number of times some warnings are shown.
• When importing from web forms, duplicate importation will raise an error instead of a warning.

Characteristics

• When entering a numerical characteristic with a format, the value was not properly formated if the value was saved by using the "return" key.
• The start date of the characteristics is now properly imported.

Commitments

• When the occasion of a transaction is changed, the "linked" clients are now emptyied.

Custom reports

• Inactive fields are now hidden in the custom fields tool.

Instant Payments

• Removed a useless warning when sending instant Paysafe V2 transactions.

Receipts

• Added a warning if the thank-you signature is unusable when delivering receipts.

Recognition program

• The recognition maillings in the recognition program history now works as intended.
• When generation a recognition program, it was possible for a client to not be in the appropriate level if the level used multiple criteria.

Transactions

• Corrected an issue when adding an address to a client while creating a transaction.

Web Forms

• In the IMOD history, the contact is now properly stored.
• Payment methods are now properly duplicated.
• When importing participants, if the activty use more than 1 participants per unit and the donnor doesn't fill the participants fields in the web forms, we now create the proper amount of participants.

eReceipts

• Corrected an issue with the receipt link when the ereceipt was configured in another language than the current language.

Recognition program

• The option "Show transaction informations for new level" is now "Show transaction informations for new level (doesn't account for commitments)".

Tasks

• When adding a timesheet with keyboard shortcuts a save request is prompted.

Timesheets

• It is now possible to choose a template when adding an element.

Web Forms

• The conversion label was renamed "Conversion ID" et it's lenght is now 50 characters.

Bank Rejects

• When importing bank rejects, we now import all of them.

Clients

• The button "Send an email to this client" now has a proper message body.

Electronic exportation

• It is no longer allowed to choose wire transfert payment method linked to an "other" electronic payment type.

Instant Payments

• It is now allowed to refund an instant transaction awainting response.
• Non configured instant payments are no longer visible in commitments.

Summaries

• The commitment summaries in a maillings are now properly calculated.

Transactions

• Corrected a conflict betwwen massive changes on the occasion or activity and the receipt amount.

Web App

• Dates and amounts are now properly displayed in widgets.

Web Forms

• Email templates are now properly duplicated when duplicating a web form.
• Corrected an issue when importing a multiple choice question.
• Removed an error message when deleting a commitment frequency.

eReceipts

• In the batch receipt window, the tab "Pending emails" is renamed "Sent emails".

General

• In the news section, links now open in the default browser.

LogiZone

• In the LogiZone, the "online donation" section is renamed "Transaction History".
• In the Logizone, the "online registration" section is renamed "Registration History".

Tasks

• In the task window, a new button allows you to open a search box to choose a task type.

Timesheets

• Added client characteristics in the timesheets history.

Warnings

• Added the last modification date in the warnings window.

Web App

• Changed the name of the web app in french only.

Web Forms

• Removed the option to pay for the fees for commitments.
• When creating a new web form, the default visibility value for the cell phone and work phone will be "Show" instead of "Available".

Addresses

• Improved performance when multiple users lauch the planned adresse change feature simultaneously.

Advanced analysis

• The characteristics format is now properly displayed in the analysis grids.

Client importations

• When searching for duplicates, the field "Is a company" is only taken in consideration if there ways to understand it's value based on the other fields imported.
• When manually selecting a duplicate client, the operation changes to "M".

Commitment importations

• It is now possible to import a payment reference for "Planned" type commitments.

Commitments

• Corrected an issue when generating transactions for a commitment with an installment without an amount.

Cross analysis

• The display order is now in chronological order for date columns even if the date starts with the day or month.
• Corrected an issue in the analysis grid that were using fields that were not part of the selected view.

Custom reports

• Removed some inactive fields in the possible fields in the custom reports.
• When exporting a custom report to Excel, the proper custom text is now used.
• Corrected a display issue with the "total" in custom reports.

Customized lists

• Modifying a customized lists that uses the "Include installments for the chosen dates" commitment option no longer resets to "Do not include commitments" on open.
• When adding relations to a customized list of relations from the transaction history, clients without a main contact are now added.

Export and merge

• Corrected an issue when exporting to Microsoft Word from the "Clients / tasks" tab of the client management.
• Improved performance for the function "Export clients and transaction history".
• Corrected an error when creating a Word document with the "export and merge" function.

Filters and views

• In the filter tool, under the "Special filter" section on characteristics. The option "Other" now display the proper opérations options.

General

• It is now possible to place the text template management in the shortcut bar.

GL account

• Corrected an issue when deleting a GL account group.
• It is now allowed to delete a GL account.

Importations

• When importing a relation, the default address of the contact is now properly defined.

Instant Payments

• Optimizations for the V1 API for the instantaneous payments.
• Corrected an issue with the Paysafe V2 API where direct debit payment were debited twice.

Mailings

• The column "ID occasion" is now "Occa. ID.".
• The column "Occa. ID" is now "Occa. Desc.".

Mass mailing

• The mass mailing window now shows the Windows default printer even if the user has previously removed it.

Means of communication

• When a means of communication is deleted while being the prefered means, the new means of communication that replaces it also becomes the default for its type.

Receipts

• Corrected the printer selection when printing receipt without showing them on screen.

Recognition program

• The filters on recognition level now properly find only the client of the appropriate level.
• When generating a recognition program, the level amount is updated even if the client doesn't change level.
• The elements of the "Recognition program" module are no longuer visible if the module is not active.

Relations

• Display correction for small size windows.

Reports

• The report "List of occasions and activities" now works properly again.
• In the report "List of occasions and activities" if the option "Show GL accounts per client type" is checked, they will be presented in two columns.
• The totals for the 2nd to 7th period are now properly shown on the "Commitment summary" report.
• The report "List of users and their accesses" now longer displays the user "SUPERVISOR".
• Corrected an issue with remote desktop printers that change name every connection.
• Corrected an issue with the "Relations list" report.

Summaries

• Corrected an issue with calculation in summary with only commitments options.

Tasks

• In a task description, changes to the Font are now better respected.
• Reduced the line spacing in the task description.
• The function to remove empty lines in a description now considers the selection.

Update

• The current user session is now correctly cleaned at the beginning of a software update.

Users

• The remaining days before password expiry warning now displays the proper number of remaining days.
• It is possible to change the password after creating a user with the "save and add" feature.

Web App

• Corrected an issue with the column "Receipt E-mail" on online app.

Web Forms

• It is now allowed to include a dash in web form code.
• When using the function to prefill a web form from a client file, the address bloc will now use the free form version if the street name is before the steet type and also contains a cardinal point.
• Corrected an issue when importing Payline payments with Paypal (Europe).
• Corrected an issue when saving an activity group.
• Corrected an issue when modifying an import line for a web form.
• Centered the text on a suggested amount button even if it's displayed on multiple lines.
• It is now possible to activate the administrative fee option on a form that was duplicated from a form that didn't have the option.
• The check box "Use web receipt for instantaneous payments" no longer unchecks by itselfs.
• Corrected an issue when loading data for an import with two comments fields but only one of them contains data.
• Corrected an issue when deleting a web form.
• Payment notes are now duplicated when duplicating a web form.

E-mail Blast

• The "drag and drop" editor is now the default editor for all e-mail blasts.

Commitments

• Removed duplicate columns in the commitments analysis and history.

Importations

• The error message when importing the contact of a canvasser without a relation type is now properly displayed.

Receipts

• Corrected an issue that prevented a cancelled receipt to be re-delivered.

Reports

• The start and end date are now saved in the Donation Occasion Results report.
• Corrected a display issue in the "List of items" report.

Securities

• The update process no longer breaks the password when there are no user management (single password for the app).
• When adding a new user, the accesses are correctly attributed according to the group, no matter what the order by is on.

Transactions

• When generating commitment transactions, the value of the transction is no longer entirely attributed to the benefit value.
• Removed duplicate columns in the transaction analysis and history.

Update

• The current user session is now correctly cleaned at the beginning of a software update.

Web Forms

• Corrected an issue wihen rounding up a receipt value on IMakeAnOnlineDonnation.

Duplicate merge

• When creating a duplicate list, there is a new option to allow looking for duplicate in the whole database, but only for the filtered clients.

Tasks

• A button now allows you to open a task document folder from the tasks management window.

Web App

• Added a "comment" shortcut for users to provide feedback.
• Changed the shortcut from the task reference to open the client file instead of the reference edit.

Web Forms

• In the homepage configuration, it is now possible to access importation options (clients, relations, transactions, commitments).
• Added an option to "Hide the phone type" in the advanced options.
• Added an option to "Hide the Logizone" in the advanced options.

Bank Rejects

• Corrected an issue with the "Send back the transactions and replace the tokens" functions in the bank rejects.

Debit Mandate

• Corrected an issue with the SEPA token in the transactions and commitments.

Instant Payments

• Corrected an issue where checking the status of an instantenous payment in the future with the Paysafe API would return a wrong status.
• The warning about there been more than 500 transactions to update no longer takes into consideration cancelled transactions.
• Corrected an issue when an online donation used both an instantenous payment and an offline payment methods at the same time.

Questions group

• Corrected an issue when editing a question with a dropdown list and no active values.

Receipts

• Corrected an issue when generating the receipts while transfering a transaction batch.

Reports

• Added the subtitle to some reports that were missing it.
• Brought back the taxes on the report "Summary by GL accounts (with taxes)".

Transactions

• Corrected an issue when selecting a linked client 1 in a transaction.

Web App

• Corrected an issue when using the operation "Or" in a saved filter.

Web Forms

• Corrected an issue when updating the homepage and more than one organization had an active IMakeAnOnlineDonation homepage.
• Corrected an issue when sending back a confirmation email.
• Removed the ability to paste invalid characters in the "Code" field of a web forms.

Web Forms

• It is now possible to ask the donor to pay for the transactions fees in a web form.

Duplicate merge

• Added a button to reset default settings for the duplicate criterion.

E-mail Blast

• It is now allowed to change the mailling list of a temporary e-mail blast.

Importations

• Removed an irrevelant error message when importing canvassers.

Multi-organization

• When switching organization, the web form importation window will be closed if it is open.

Summaries

• It is now possible to use summaries in the custom reports of the prospection history.

Web App

• Added a shortcut to open tasks from a client file.
• It is now possible to choose and order by in the cross analysis widget of the dashboard.
• When duplicating a User preferences we are now able to copy the dashboard and the visual preferences of the online app.
• New default dashboard for new users of the the Wep app.
• The default mode for the quick filter buttons is now on multiple selection.
• Non-empty columns are no longer hidden in the search bar.

Web Forms

• New warnings that identify situations where addresses format from IMakeAnOnlineDonnation will not be formated according to the settings preferences.
• The title is no longer required in the Logizone.
• The title is no longer required in the web forms.

Clients

• Corrected an issue where views and filter could be hidden.
• The buttons displayed on open of the client management now considers the default tab confgiuration.

Commitment importations

• It is now allowed to import planed type commitments without an occasion code.

Commitments

• Corrected an issue when opening the default value for commitment window.

Filters and views

• When filtering with the operation "Is in the list", if multiple values were invalid, there was multiple error messages. From now on, there will be only one message with the first invalid value.
• Corrected an issue where it was impossible to type a search in a "contains" operation in a filter.

Importations

• Importation fields that are not compatible with your modules are no longer available.

Preferences

• Corrected an issue when searching for duplicate clients that could ignore certain criteria.

Questions group

• Removed the ability to change the location of a characteristic if it is used in a questions group.

Receipts thank-yous

• When adding a master document from a thank-you configuration, the document type is now "Thank you for eReceipts".

Task importation

• Corrected an issue when importing a task with a description.

Transactions

• Corrected an issue when selecting a linked client 1 in a transaction.

Views

• Corrected an issue where the means of communication were no longer visible in the client management "Directory" tab.

Web App

• Corrected an issue with wrong calculation in the totals for the widgets.
• Clicking on a characteristic in a client file now opens it in read only.
• Corrected an issue when navigating between clients.
• Prefered means of contact are now clickable directly from the grid.
• Removed the "Calculation" option from widgets that cannot perform calculation.

Web Forms

• Changed the trigger of a warning that could have it be shown while irrelevant.

E-mail Blast

• The "drag and drop" editor is now the default editor for all e-mail blasts.

Tasks

• A button now allows you to open a task document folder from the tasks management window.

Web Forms

• When creating a new web form, the default visibility value for the cell phone and work phone will be "Show" instead of "Available".

Activities

• Corrected an issue when adding a new activity.

Bank Rejects

• Corrected an issue with the "Send back the transactions and replace the tokens" functions in the bank rejects.

Commitment importations

• It is now allowed to import planed type commitments without an occasion code.

Commitments

• Corrected an issue when opening the default value for commitment window.
• Removed duplicate columns in the commitments analysis and history.

Importations

• The error message when importing the contact of a canvasser without a relation type is now properly displayed.

Instant Payments

• Corrected an issue when an online donation used both an instantenous payment and an offline payment methods at the same time.
• Corrected an issue where checking the status of an instantenous payment in the future with the Paysafe API would return a wrong status.

Receipts

• Corrected an issue when generating the receipts while transfering a transaction batch.
• Corrected an issue that prevented a cancelled receipt to be re-delivered.

Reports

• Corrected a display issue in the "List of items" report.
• The start and end date are now saved in the Donation Occasion Results report.

Securities

• The update process no longer breaks the password when there are no user management (single password for the app).

Transactions

• When generating commitment transactions, the value of the transction is no longer entirely attributed to the benefit value.
• Removed duplicate columns in the transaction analysis and history.
• Corrected an issue when selecting a linked client 1 in a transaction.

Update

• The current user session is now correctly cleaned at the beginning of a software update.

Web App

• Corrected an issue when using the operation "Or" in a saved filter.

Web Forms

• Corrected an issue when updating the homepage and more than one organization had an active IMakeAnOnlineDonation homepage.
• Changed the trigger of a warning that could have it be shown while irrelevant.
• Removed the ability to paste invalid characters in the "Code" field of a web forms.
• Corrected an issue wihen rounding up a receipt value on IMakeAnOnlineDonnation.

E-mail Blast

• It is now allowed to change the mailling list of a temporary e-mail blast.

Importations

• Removed an irrevelant error message when importing canvassers.

Recognition program

• Added a warning when commitments are included in a summary if they would make it so that a client could be in and out of the program on each update of the program.

Web App

• Added a "comment" shortcut for users to provide feedback.
• Changed the shortcut from the task reference to open the client file instead of the reference edit.
• Added a shortcut to open tasks from a client file.

Clients

• Corrected an issue where views and filter could be hidden.
• The buttons displayed on open of the client management now considers the default tab confgiuration.

Debit Mandate

• Corrected an issue with the SEPA token in the transactions and commitments.

Filters and views

• Corrected an issue where it was impossible to type a search in a "contains" operation in a filter.

Importations

• Importation fields that are not compatible with your modules are no longer available.

Instant Payments

• Corrected an issue when creating a transaction with a Paysafe V1 payment method.
• Corrected an issue where "intantenous payments" attached to a commitment created on "IMakeAnOnlineDonation" could end up in the "unknown" status tab.
• The warning about there been more than 500 transactions to update no longer takes into consideration cancelled transactions.

Preferences

• Corrected an issue when searching for duplicate clients that could ignore certain criteria.

Questions group

• Removed the ability to change the location of a characteristic if it is used in a questions group.

Receipts thank-yous

• When adding a master document from a thank-you configuration, the document type is now "Thank you for eReceipts".

Recognition program

• The summaries didn't take into consideration commitments. It is now possible to include them in the calculation.

Reports

• Brought back the taxes on the report "Summary by GL accounts (with taxes)".
• Added the subtitle to some reports that were missing it.

Task importation

• Corrected an issue when importing a task with a description.

Transactions

• Removed a warning about taxes selection when it was irrelevant to do so.
• Corrected an issue where it was impossible to add a new transaction from the instantenous transaction tab.

Views

• Corrected an issue where the means of communication were no longer visible in the client management "Directory" tab.

Web App

• Removed the "Calculation" option from widgets that cannot perform calculation.
• Corrected an issue with wrong calculation in the totals for the widgets.
• Clicking on a characteristic in a client file now opens it in read only.
• Corrected an issue when navigating between clients.
• Prefered means of contact are now clickable directly from the grid.

Web Forms

• Corrected an issue when sending back a confirmation email.

E-mail Blast

• Performance improvement via an option in the system preference to limit logs size.

Importations

• Corrected an issue when importing additionnal information in a participants characteristic.

Recognition program

• The columns for the recognized client by default of a client file were added to many grids where financial information is present.

Views

• Some default views have been redesigned.

Web Forms

• Forms called from a client file will now be displayed according to the client language if possible.
• The checkbox to remove superfluous spaces is now checked by default in the settings.
• It is no longer allowed to create participants questions group if there are no participants in the form.

Activities

• Corrected an issue when selecting a GL account in an expense.

Clients

• Corrected an issue with canvasser columns in some tabs of the cliens management.
• Corrected an issue with the export to word feature in the "Clients / tasks" tab of the clients management.
• The columns for the canvasser and third party were not displayed by default in the "Relations" tab of the client management for the C1 and C2.

Commitments

• Corrected an error when opening the commitment selection window from the add transaction window.
• Accounting project will now be hidden if the system preferences says so.
• It is now possible to use the same date for the start and next installment dates in the "assign new values" function for commitments.

Importations

• It is now impossible to open loaded data while they are still loading.

Instant Payments

• Changing the address linked to an instant payment now properly updates the address in the payment itself.
• Corrected an issue with PayFac V2 API where delayed payment could be taken immediately.
• Corrected a display issue with PayFac payment methods.
• In the instant payment input window, the input method is no longer always "manual".

Items

• Corrected an issue in the items history if the beneficiary module is inactive.

Participants

• When splitting a transaction because of a partial payment, the participants characterisitics are now shown.

Prospections

• The "Advanced option" menu was hidden. It is now accessible.

Questions group

• Corrected an error when modifying the choice order in a question.
• Long text questions now display the proper amount of lines.

Reports

• On the "Transaction list by GL accounts" report, the balance is now correctly calculated and the transactions are shown even if there is no selected time period.

Search bar

• Corrected an issue where the "list of option" characteristics showed the wrong options in the search bar dropdown.

SQL

• Base on performance requirement, the SQL database compatibility level is now forced to SQL 2012.

Summaries

• Corrected a display issue for the GL accounts list in the summaries.

Transactions

• Corrected a lock issue when transfering a transaction batch then cancelling it.
• Corrected an issue where the transaction requested a benefit description while it was not required.
• In the transactions history and transactions management. If there are no relation in the transaction. There are no values in the relation characteristics displayed in the view.
• Corrected a dsiplay issue with the participants tab.
• Corrected an issue when updating the main contact and addresse of a transaction while adding a new client from the transaction window.
• Hidden the fields of the recognition module when it is inactive.
• After closing a batch, transaction are no longer locked until the session is closed.
• Corrected an issue in the participants history when cancelling a transaction.

Web App

• Corrected an issue when uploading an image in a task description.

Web Forms

• Corrected an issue where the activity grid of a web form did not show the remaining activities after deleting one.
• The homepage configuration no longer allows to erase the prefered value for ereceipts in the client file.
• Corrected an issue with the GET and POST when using a questions group that contains no question.
• Removed an irrevelant message when validating a new software key.
• Changed the trigger for a warning that was shown too often.
• Corrected an issue where it was possible to see the "asks for receipt" checkbox when it should be unavailable.
• Corrected an issue where buttons to interact with web forms could remain greyed out when they should be available.
• Corrected a display issue with questions group title.
• In the homepage confirguration. Group order by is now by group and forms instead of just by forms.
• Corrected an issue with individual email token in web forms importation.
• Corrected an issue with next installment date when it was further than 9 installments away while also making the first installment right away.

Folders

• The paths for the occasions et batches have changed. They previously refered to "...\Documents\". They are now more specific in : "...\Documents\Batches\" and "\Documents\Occasions\. If you use these documents folder, you will need to move your existing documents to the new folders.

Addresses

• When an address is inherited from another client, it is updated whenever the original address is updated.

General

• Removed a popup when installing a new software key. The key is now installed automatically on the next launch.

GL account

• It is now impossible to have 2 GL accounts with the same code. If there are duplicate code, the next time one of the the two is edited, it will be impossible to save it with the duplicate code.

Items

• There is now a default value of 1 in the quantity when you insert an item in a transaction.

Migration assistant

• There is now an installation wizard for the online donation module.
• There is now an installation wizard for the electronic transactions module.

Multi-organization

• It is imposible to use the web form management with an organization that does not have the module properly configured.

Receipts

• It is now possible to preview the receipts in any language.

Receipts thank-yous

• It is now possible to preview thank-yous in any language.

Recognition program

• Special filters from the client management are now available in the recognition program history.

Software Key

• Removed a popup that offered only one option whenever there is a new software key detected.

Summaries

• Improved performance.

Web Forms

• A warning has been added to prevent changes in the questions groups to prevent breaking integration with other website.

Characteristics

• Corrected an issue when moving a characteristic from "clients" to "tasks".

Clients

• Corrected an issue with static lists in the "Clients / means of communication" tab.
• Corrected an issue with the "clients \ tasks" tab in the client management.
• Corrected an issue when exporting "all columns" from the relation "tabs" in the clients management.
• Corrected an issue when accessing the "Clients / tasks" tab of the client management.

Commitments

• Corrected an issue when generating transactions from commitments.

Duplicate merge

• It is no longer possible to merge a duplicate group if it contains only 1 client.

eReceipts

• Corrected an issue with the status update.
• Corrected an "out of memory" issue when testing a receipt in a batch with a large number of receipts.
• Corrected an issue where "pending receipts" did not match actual "pending receipts" when updating the status list.

Importations

• Corrected a lock issue when an importation is finished.
• Corrected an issue where the canvasser was not detected as a duplicate.
• Corrected an issue where an irrelevant message could be displayed when analysing the same importation data multiple times.
• It is now possible to remove the "maillings exclusion" of a client when importing/updating.
• The canvasser code was not shown properly in the "duplicate" section when importing : clients, relations, transactions or commitments.

Instant Payments

• Corrected an issue with the payment amount in the PayFac API.

Items

• Hidden options referening to the beneficiary module when it is not active.

Payment methods

• Changed a blocking message to a warning.

Questions group

• Corrected an issue when editing a question that refered to a country and that no longer needed a country reference.
• Corrected an issue when editing a question with a dropdown list and no active values.
• Corrected an issue where a warning message was shown even if it did not applied.

Receipts

• Corrected a display issue for receipts displaying a transaction contact when there are no contact in the transaction.
• Corrected an issue for Word receipts using an invalid mergefield.

Recognition program

• The long greeting of the recognition program is now rebuilt when the client is edited.

Securities

• Hidden an access related to the R24 modules when it is not active.

Tasks

• Corrected the format for the date/time shortcut.

Transactions

• Corrected an issue with the "Main contact business email" column in the transactions history and transactions management.
• Corrected an issue when going back to a transaction after updating a client address.
• Removed an irrelevant message when a commitment characteristic was used in multiple roles.
• Corrected an issue that caused a transaction to be saved and skipping all validations.
• The "last transaction" research tool now excludes beneficiary transactions.
• Corrected an issue where a transaction would be transfered to multiple batch number and be shown only in the last.

Web Forms

• Removed a false-positive error message.
• The address cardinal point was not brought over when prefilling a web form from the client.
• Corrected an issue with the commitment frequencies when duplicating web form.
• Corrected an issue when saving a note in the homepage configuration.
• Corrected an issue with the transaction and commitment order when duplicating a web form.
• The questions that are in "Transaction / commitment" have been added to the available mergefields for the confirmation email.
• Corrected an issue where an irrelevant message could be displayed.
• Corrected an issue with the email mergefields when using an english user profile.
• Corrected an issue where a custom report would not generate properly.
• All forms are now visible in the homepage form order configuration to allow easier management.

Securities

• Added options to enforce mandatory complexity and expiration for user password.

Web App

• Added a function to edit tasks.
• Added tasks reminder function.

Clients

• Added a system preference to allow clients without a first or last name.

GL account

• Added a system preference to unable distinct GL accounts for individuals and corporation in the occasion and activity management.

Instant Payments

• It will no longer be allowed to do a partial refound until the funds are transfered to your bank account.

Tasks

• Updated the text editor for the task description.
• It is now possible to add more than one reference at once in a task.

Timesheets

• Added the column "Client (last name, first name)".
• There is now a filter-button to display linked tasks timehseets inside the timesheets tabs of a task.

Web Forms

• In order to prevent error and misconfiguration, the "payment" tab was removed from the "activity" window of the web form configuration. It is still possible to use the features it offered from the "payments" tab of the web form configuration.
• Updated framework for IMakeAnOnlineDonation
• Added validations to prevent a web forms from being configured to send empty emails.

Clients

• Improved performance when openning the client management window.
• Added the column "Address ID" in the "Means of communication / client" tab of the client management.

Custom reports

• Corrected an issue with date/time columns used in a conditional value in a custom report.

eReceipts

• If it is impossible to get the reception status of an eReceipt, it will remain pending instead of being rejected.

General

• Corrected a proxy issue when looking for updates.

Instant Payments

• It is now possible to retry a payment that uses the PayFac API.
• Improved the instant payment transaction workflow.

Recognition program

• Added recognition program support in the merge duplicate client tool. A new line informs you of the recognition programs in the merge screen. The programs themselves will be merge together to prevent having a client appearing twice in a program. It is still recommended to run back a recognition program after merging clients.
• Corrected an issue when modifying the vue in the recognition tab of the client file.
• Removed an irrelevant error message when accessing the recognition tab of the client file.
• When duplicating a recognition program, the maximum value of a criterion was assigned 0 instead of empty (no limit).

Tasks

• Corrected an issue when editing the reference inside a task.

Timesheets

• Corrected an issue when reading a compleated timesheet.

Transactions

• Corrected a display issue when a transaction uses an archived address.
• It is now allowed to edit the address or main contact of a transaction even if the receipt is produced.

Users

• A user with a forced view will no longer be limited to the forced view when raising the account to supervisor level.

Web Forms

• Added new translation for some labels in the backoffice.

Instant Payments

• Corrected an issue where "intantenous payments" attached to a commitment created on "IMakeAnOnlineDonation" could end up in the "unknown" status tab.
• Corrected an issue where checking the status of an instantenous payment in the future with the Paysafe API would return a wrong status.

Recognition program

• The summaries didn't take into consideration commitments. It is now possible to include them in the calculation.

E-mail Blast

• Performance improvement via an option in the system preference to limit logs size.

Importations

• Corrected an issue when importing additionnal information in a participants characteristic.

Views

• Some default views have been redesigned.

Web Forms

• The checkbox to remove superfluous spaces is now checked by default in the settings.
• It is no longer allowed to create participants questions group if there are no participants in the form.
• Forms called from a client file will now be displayed according to the client language if possible.

Activities

• Corrected an issue when selecting a GL account in an expense.

Clients

• Corrected an issue with canvasser columns in some tabs of the cliens management.
• Corrected an issue with the export to word feature in the "Clients / tasks" tab of the clients management.
• The columns for the canvasser and third party were not displayed by default in the "Relations" tab of the client management for the C1 and C2.

Commitments

• Corrected an error when opening the commitment selection window from the add transaction window.
• It is now possible to use the same date for the start and next installment dates in the "assign new values" function for commitments.
• Accounting project will now be hidden if the system preferences says so.

Importations

• Corrected an issue with duplicate lookup on canvassers.
• It is now impossible to open loaded data while they are still loading.

Instant Payments

• In the instant payment input window, the input method is no longer always "manual".
• Corrected a display issue with PayFac payment methods.
• Changing the address linked to an instant payment now properly updates the address in the payment itself.
• Corrected an issue with PayFac V2 API where delayed payment could be taken immediately.

Items

• Corrected an issue in the items history if the beneficiary module is inactive.

Questions group

• Corrected an error when modifying the choice order in a question.
• Long text questions now display the proper amount of lines.

Reports

• The report "Associated donors" now considers the option "Display total".

Summaries

• Corrected a display issue for the GL accounts list in the summaries.

Transactions

• Corrected a lock issue when transfering a transaction batch then cancelling it.
• Hidden the fields of the recognition module when it is inactive.
• Corrected an issue where the transaction requested a benefit description while it was not required.
• Corrected an issue when updating the main contact and addresse of a transaction while adding a new client from the transaction window.
• Corrected an issue in the participants history when cancelling a transaction.
• Corrected a dsiplay issue with the participants tab.

Web Forms

• Corrected an issue where it was possible to see the "asks for receipt" checkbox when it should be unavailable.
• Changed the trigger for a warning that was shown too often.
• Removed an irrevelant message when validating a new software key.
• Corrected a display issue with questions group title.
• Corrected an issue where buttons to interact with web forms could remain greyed out when they should be available.
• Corrected a display issue for smaller screen.
• In the homepage confirguration. Group order by is now by group and forms instead of just by forms.
• Corrected an issue with individual email token in web forms importation.
• Corrected an issue with the GET and POST when using a questions group that contains no question.
• Corrected an issue with next installment date when it was further than 9 installments away while also making the first installment right away.
• The homepage configuration no longer allows to erase the prefered value for ereceipts in the client file.

Web Forms

• Version 5.0.7.6 caused an issue where some forms could have disappeared from the list of forms by language in the homepage configuration. They were restored in the non-grouped section. It is recommended to double-check the form groups in the homepage configuration.

Prospections

• The "Advanced option" menu was hidden. It is now accessible.

Transactions

• After closing a batch, transaction are no longer locked until the session is closed.
• In the transactions history and transactions management. If there are no relation in the transaction. There are no values in the relation characteristics displayed in the view.

Web Forms

• Corrected an issue for importing online donation with an optional question related to the client sector.

Folders

• The paths for the occasions et batches have changed. They previously refered to "...\Documents\". They are now more specific in : "...\Documents\Batches\" and "\Documents\Occasions\. If you use these documents folder, you will need to move your existing documents to the new folders.

Addresses

• When an address is inherited from another client, it is updated whenever the original address is updated.

General

• Removed a popup when installing a new software key. The key is now installed automatically on the next launch.

GL account

• It is now impossible to have 2 GL accounts with the same code. If there are duplicate code, the next time one of the the two is edited, it will be impossible to save it with the duplicate code.

Items

• There is now a default value of 1 in the quantity when you insert an item in a transaction.

Migration assistant

• There is now an installation wizard for the online donation module.
• There is now an installation wizard for the electronic transactions module.

Multi-organization

• It is imposible to use the web form management with an organization that does not have the module properly configured.

Recognition program

• Special filters from the client management are now available in the recognition program history.

Software Key

• Removed a popup that offered only one option whenever there is a new software key detected.

Web Forms

• In order to prevent error and misconfiguration, the "payment" tab was removed from the "activity" window of the web form configuration. It is still possible to use the features it offered from the "payments" tab of the web form configuration.
• A warning has been added to prevent changes in the questions groups to prevent breaking integration with other website.

Characteristics

• Corrected an issue when moving a characteristic from "clients" to "tasks".

Clients

• Corrected an issue when exporting "all columns" from the relation "tabs" in the clients management.
• Corrected an issue with static lists in the "Clients / means of communication" tab.
• Added the column "Address ID" in the "Means of communication / client" tab of the client management.
• Corrected an issue when accessing the "Clients / tasks" tab of the client management.

Custom reports

• Corrected an issue with date/time columns used in a conditional value in a custom report.

Duplicate merge

• It is no longer possible to merge a duplicate group if it contains only 1 client.

eReceipts

• If it is impossible to get the reception status of an eReceipt, it will remain pending instead of being rejected.
• Corrected an "out of memory" issue when testing a receipt in a batch with a large number of receipts.
• Corrected an issue where "pending receipts" did not match actual "pending receipts" when updating the status list.

General

• Corrected a proxy issue when looking for updates.

Importations

• The canvasser code was not shown properly in the "duplicate" section when importing : clients, relations, transactions or commitments.
• It is now possible to remove the "maillings exclusion" of a client when importing/updating.
• Corrected a lock issue when an importation is finished.
• Corrected an issue where the canvasser was not detected as a duplicate.
• Corrected an issue where an irrelevant message could be displayed when analysing the same importation data multiple times.

Instant Payments

• Corrected an issue with the payment amount in the PayFac API.
• It is now possible to retry a payment that uses the PayFac API.

Items

• Hidden options referening to the beneficiary module when it is not active.

Payment methods

• Changed a blocking message to a warning.

Questions group

• Corrected an issue when editing a question that refered to a country and that no longer needed a country reference.
• The "Use current date" option was wrongfully hidden.
• Corrected an issue where a warning message was shown even if it did not applied.
• Corrected an issue when editing a question with a dropdown list and no active values.

Receipts

• Corrected an issue when an charitable organization number is longer than expected.
• Corrected a display issue for receipts displaying a transaction contact when there are no contact in the transaction.
• The revenue agency label was too short on the "8 1/2 x 14, 2 copies" receipt template.
• Corrected an issue for Word receipts using an invalid mergefield.

Recognition program

• When duplicating a recognition program, the maximum value of a criterion was assigned 0 instead of empty (no limit).
• Corrected an issue when modifying the vue in the recognition tab of the client file.
• Removed an irrelevant error message when accessing the recognition tab of the client file.
• The long greeting of the recognition program is now rebuilt when the client is edited.

Reports

• Corrected a positioning issue in the "Occasion results" report.

Securities

• Hidden an access related to the R24 modules when it is not active.

Tasks

• Corrected the format for the date/time shortcut.

Transactions

• Corrected an issue with the "Main contact business email" column in the transactions history and transactions management.
• Corrected an issue that caused a transaction to be saved and skipping all validations.
• Removed an irrelevant message when a commitment characteristic was used in multiple roles.
• The "last transaction" research tool now excludes beneficiary transactions.
• Corrected an issue where a transaction would be transfered to multiple batch number and be shown only in the last.
• Corrected a display issue when a transaction uses an archived address.
• It is now allowed to edit the address or main contact of a transaction even if the receipt is produced.

Web Forms

• The address cardinal point was not brought over when prefilling a web form from the client.
• Corrected an issue with the commitment frequencies when duplicating web form.
• The questions that are in "Transaction / commitment" have been added to the available mergefields for the confirmation email.
• Corrected an issue when saving a note in the homepage configuration.
• Corrected an issue with the transaction and commitment order when duplicating a web form.
• Corrected an issue with the email mergefields when using an english user profile.
• Corrected an issue where an irrelevant message could be displayed.
• Corrected an issue where a custom report would not generate properly.
• All forms are now visible in the homepage form order configuration to allow easier management.

Receipts

• Warning ! For this update it is strongly recommended to review your receipt with thank-yous. This version use a new report generation tool and the result CAN be different. The receipt portion will NOT be affected by this change.

Activities

• Corrected an issue with transactions characteristics when it was used in the last doantation occasion activity and later deleted.
• Removed an irrelevant message when disabling the participants in an activity.

Bank Rejects

• Corrected an issue with RUM created by IMakeAnOnlineDonnation.

Clients

• Corrected an issue when exporting data from the clients management if the recognition program module was inactive.

Commitments

• The address and contact for the receipts were not refreshed when edited.
• Corrected an issue with the default values in a junior edition.

Custom reports

• Commitments amounts are now properly displayed in custom reports summaries.

E-mail Blast

• Corrected an issue where importing a large html file and displaying the html code could return an error message.

eReceipts

• Corrected an issue with the status update.
• Corrected an issue with "subjet" of the remails when sent manually.

Importations

• Corrected an issue with the benefits calculation.

Instant Payments

• Corrected an issue with the V1 PaySafe API if the client was a corporation whose name was longer than 20 characters.

Invoices

• Corrected a visual issue for the references and an calculation issue for the total column.

Master documents

• Corrected an issue with the summary fields if it's calculation was based ont the "admissible amounts for receipts".

Means of communication

• Corrected a refresh issue after deleting means of communication in a client file.

Receipts

• Corrected an issue with the signature when saving a receipt as PDF.
• In order to save a receipt as PDF, it is now required to used a PDF printer.

Recognition program

• Corrected an issue with the "Clients and relation" option.

Reports

• Corrected an issue with the "Display non-transfered transactions" in the "Transaction list per GL accounts" reports.

Transactions

• Corrected an issue when adding a client from the a non-transfered transaction.
• Receipt address and receipt contact were not refreshed when edited.

Web Forms

• Corrected an issue when duplicating a form with a "real cost" formula.

Characteristics

• It is no longer allowed to remove a characteristic from a group if it used in the system.

eReceipts

• A synchronization will be forced after this update. Version 5.0.7 to 5.0.7.3 caused an issue were the labels for the canadian revenue agency could be broken. This version corrects this issue.

Transactions

• Corrected an issue when using the "del" key to delete the email address for the eReceipt.

Receipts

• It is strongly recommended to validate the alignement of your "receipt with thank-yous" thank-you text. This version uses a new generation tool and the result CAN be different, causing an issue for the "thank-you" portion of the receipt.

Characteristics

• The file size option is now properly visible.
• Corrected an issue when displaying third party characteristics in a management grid.

Custom fields

• Corrected a display issue for custom fields with ID 01 to 09.

Custom reports

• Corrected an issue when a column resulted in an integral number greater than 2 147 483 647.

E-mail Blast

• Corrected an issue where an error message was not displayed when registering an email to a distribution list.

Importations

• Corrected an issue when importing an inherited address.
• When using QR codes in the importation module. If the client number was filled, the client informations were not displayed. They are now displayed properly.

Participants

• Corrected an issue when converting a participant to a client file.

Questions group

• Corrected an issue with the "display in alphabetical order" option.
• Corrected an issue where a transaction question would be imported in Prodon for a commitment.

Receipts

• Corrected an issue for the address on receipts in France.

Task types

• Removed the "hour" part of the start date in a periodic task.

Tasks

• Corrected an issue when adding a checklist in a task template.

Transaction importations

• The message "Linked client 1 has no relation of the specified type" is no longer shown when it is irrelevant.

Transactions

• The created by, created on, last edited on, last edited by fields could be duplicated.
• The created by, created on, last edited on, last edited by fields could be duplicated.

Web Forms

• The default country is now properly retrieved when using the homepage country configuration.
• Removed an irrelevant required access to use the prefill a web form function.
• Corrected an issue where multiple transactions from different clients could share the same IMakeAnOnlineDonnation reference number.

Commitments

• In the commitment tab of the client file, the client fields are now available.

Transactions

• In the transaction tab fo the client file, the client fields are now available.

Addresses

• Corrected an issue where an archived address could be not archived.

Bank Rejects

• Corrected an issue when cancelling rejeted transaction from the bank rejects screen.
• It is now possible to access the bank rejects management, even if the instant payments are not properly configured.

Characteristics

• Corrected a display issue in the client file in quick edit mode.
• Corrected a refresh issue when deleting a characteristic.

Clients

• Corrected an issue with a saved filter created in a previous version.
• Hidden irrelevant columns in the client management.
• REmoved dupllicate columns in the "Clients / means of com" tab of the client management.
• Removed duplicate columns in the "Clients / addresses" tab of the client management.
• The column "Created on" is not available in the clients management.

Commitments

• Removed a duplicate column in the commitment history.
• Corrected a display error when using the "division desc." in a view.
• Corrected an issue when updating to version 5.0.7 and using some specific columns in a view.
• Corrected an issue when generating transaction for commitments with empty installments.
• Corrected an issue in the commitment tab of the client file when using certain fields.

Document to issue

• Corrected an issue in the documents to be delivered generation.

eReceipts

• Correcte a synchronization issue when the eReceipts module was active but IMakeAnOnline donation was not.
• The nature and appraiser did not appear on eReceipts.

Expenditures

• Corrected an issue with the "Expenditures list" report.

Importations

• Corrected a duplicate detection issue when using the "department" for companies.
• Corrected a lock issue when two users where importing different data at the same time.
• Corrected a display issue when navigating to choose a relation in an importation.

Invoices

• Corrected a calculation issue when printing multiple invoices.

Mailings

• Corrected an issue when producing a mailing from the "Clients / tasks" tab of the client management.
• Correct a display number of elements issue in the mailling window.

Master documents

• Corrected an issue with conditionnal values in a mergefield.

Peer to peer campaign

• Changed the window name when creating a new challenge type.

Questions group

• Corrected an issue when adding new choice after removing other choices in a question.
• Corrected an issue where the fench and english labels were inversed.
• Corrected a choice order issue when removing some choices.
• Corrected an issue when using a participant question in an activity that did not use a characteristic.
• Corrected an issue when converting a custimzation to a question group.
• It is now impossible to create a question group with no positionning.
• Added the code after the canvasser name in the selection list.

Receipts

• When correcting receipts status, the "Reissue receipt for all selected transactions" is no longer available if transactions with cancelled receipts are found.
• The header "Logo" only now works as intended.
• Corrected a rollover issue for a really high receipt number.

Recognition program

• Corrected a generation issue when there was only one client available.

Reports

• Corrected a display issue in the "Transactions batch" report.
• Corrected an issue with the "Clients with summary of history" reports.
• Corrected a display issue in the "Donations in memory of..." report.

Transactions

• Hidden the "Beneficiary electronic" tab unless the proper configuration allows its use.

Transactions/Commitments

• Changed the displayed characteristics for the companies and their contacts to avoid confusion in some management grids.

Web Forms

• Changed the trigger for a message tha was displayed too often without reason.
• Corrected an issue when disabling the participants in an activity.
• Corrected an issue when synchronizing multiple web forms.
• Corrected an issue when creating a new language.
• Corrected an imortation issue when importing a canvasser.
• Corrected an issue where the payment method was synchronized in the wrong language.
• It is now possible to use the standard text of the theme in the notes.
• Removed irrelevant position options in the web forms.
• Corrected a refresh issue on the commitment frequency notes.
• Corrected an synchronizatiohn issue with the logo and application key.
• Corrected an issue when using the prefill a web form functions that left the province empty.
• Corrected an issue when duplicating a web forms for the suggested amounts.
• Corrected an issue with question that used the client country as a reference.
• Corrected an issue when synchronizing a web form that used english distribution lists.
• It is now possible to use a webofm that only allows free transactions.

Web Forms

• Corrected an issue where forms with a start date in the future would be displayed on the homepage.
• Corrected an issue where web forms with an end date in the past would be displayed on the homepage.

Web Forms

• There is now an option to reset all web forms when changing the homepage URL for IMakeAnOnlineDonnation.

Activities

• The "always present" configuration for the characteristics in an activity are no longer reseted on each openning.

Addresses

• In the "clients / addresses" tab of the client management, all addresses are present now.

Bank Rejects

• Corrected an error when using the address column in the bank rejects screen.

Characteristics

• It is now possible to remove a characteristic from a characteristic group even if it is used somewhere.

Client importations

• In some instances, the "CliComments " column would overwrite the client comment instead of being added at the end.

Clients

• Corrected an issue in the view of the relation grid of the client management.
• Corrected an issue when openning the clients or commitment tabs of the client file and the recognition program module was inactive.
• Removed duplicates columns when selecting columns in a view.
• When adding a client after a search, if the search contains an asterisk, it is now properly replaced by a space.

Commitment importations

• Corrected an issue when importing commitments from IMakeAnOnlineDonation.

Commitments

• Corrected an issue when selecting a view with a custom field in the commitment history.
• Corrected an issue when selecting a commitment from a transaction that showed only the first available commitment.
• Corrected an issue with the reports : "Detailed commitments by donor" and "Summarized commiments by ...".
• Corrected an error when using the "sector desc." field in the commitment history.
• Corrected an issue where a question to correct the commitment after deleting a related transaction was no longer asked.
• Corrected a filter issue when using the occasion description in a condition.
• Corrected an error when openning the commitment tab in a client file while using certain columns.

Custom reports

• Corrected an column order issue when exporting a custom report as a csv file.

E-mail Blast

• Corrected an issue when an email was send with an integrated webform link to an internal contact.
• Corrected a language issue in the distribution list.

eReceipts

• From now on, the eReceipt status update will only unpdate "sent" and "Opened" status.

GL account

• Corrected an update issue when there were no GL accounts per organization.

Importations

• Corrected an issue in the receipt sequence in the importation module.

Invoices

• Changed the position of the filligram on invoices.

Mass mailing

• Error when producing a transaction type master document that used the canvasser addresse.

Means of communication

• Corrected an issue when assigning an end date to a mean of communication.

Occasions

• The transaction characteristics are now properly duplicated when duplicating an occasion.

Questions group

• When duplication a question group, the location is now properly duplicated.
• In a question, if choices were added before selecting the field they are related to, they were not properly connected.
• Corrected an issue when using a conditional activation question.
• Correcte an issue about the location field when navigating between different questions group.
• Corrected a crash issue when a question was both "read only" and "required".

Receipts

• Corrected a warp around issue if the city label was too long.
• Corrected a warp around issue if the amount label was too long.
• Corrected an error when generating receipts.

Reports

• The report "Transactions list" now works as intended.
• Corrected a grouping error when using the "group by client the transactions from differrent contacts" option.

Transaction analysis and history

• Corrected an issue when openning the transaction history grid.
• Corrected an issue when exporting all columns to Excel from the transaction hsitory grid.

Transactions

• Corrected an issue where the address columns were empty for the transactions that had a main address.
• Corrected a labelling issue in the linked client 1 and linked client 2 columns.
• Corrected an issue when selecting a canvasser that is missing a canvasser code.
• Corrected an error when selecting a pending transaction.
• Corrected an issue when selecting a pending transaction when adding a new transaction.

Users

• A user with the consultation access to the user management can no longer modify a user group accesses.

Web Forms

• Corrected an importation issue if there was a customization on the date of birth created in a previous version.
• Corrected an issue when changing the note order on a form.
• Corrected an issue where a duplicated web forms would end up with an improper online status.
• Corrected an issue where global maintenance could stick after the maintenance was done.
• Corrected an issue when updating from version 5.0.4 or older to the previous version.
• Corrected an issue when importing online transaction without an IMakeAnOnlineDonnation number.
• The columns "List (french)" and "List (english" are renamed "Activity group (french)" and "Activity group (english)".
• The payment methods are now properly duplicated when duplicating a web form.

Receipts

• If you use the standard receipt with the "logo and header" option, it is recommended to double-check if the header is still correct.

Bank Rejects

• It is now possible to import SEPA bank rejets.

Commitments

• In the commitment history, a new tab "Commitment / tasks" has been added. It shows one line per task related to a commitment.

E-mail Blast

• In the distribution list update window. It is now possible to indicate that an email was added to the exception list. It is also possible to send a request email to add to the list.

Recognition program

• It is now possible to create lifetime or multiple edition programs.

Characteristics

• It is now possible to disable a characteristic.

Clients

• In the "Clients / characteristics" tab of the client management, the column "inactive?" is renamed "Inactive client ?".
• In the "Clients / Characteristics" tab of the client management, the quick filter "Active" is renamed "Active clients".
• In the "Clients / Characteristics" tab of the clients management, the "Inactive" quick filter is renamed "Inactive clients".
• The columns "Main contact (first name last name), "Main contact (las name, first name), "Main contact prefered phone", "Main contact prefered email", "Main contact prefered website" and the default telephones are now available in the client management. There is a tab in the system preferences to choose wheter or not to display them.
• Added the suffix to the client selection grid.

Commitment importations

• There are new association in the commitment imports for the form and nature of donation (france).

Commitments

• There is a new option to adjust the last installment of a commitment to not exceed the "objective" amount.

Customized lists

• It is now possible to duplicate an existing list.

E-mail Blast

• In the distribution list screen -Added a new tab "New registration emails" with two sub-tabs "Double opt-in email" and "Welcome email". Each must be set to either Yes or No to define wether or not we are to send those email when a new registration occurs. In the distribution list management grid, some fields were added or renamed to reflect these new option.
• It is now possible to duplicate a mailling that uses the new email editor.

eReceipts

• The link to the canada revenue agency is now clickable.

Importations

• There are new import fields for the form and nature of the transaction (france).

Instant Payments

• When selecting an existing payment token, if the transaction is "instanteous", there will be a confirmation message before executing the payment request.

Mailings

• Performance improvements
• The main contact of the client file is brought back in the mailling when adding a new mailling.
• When closing the mailings window, the "Selection" section will now be remembered for the next time.

Means of communication

• There is an option to skip the address validity check when entering a website address in a means of communication.

Preferences

• In the system preferences, it is now possible to choose wich column to display for wich client types.

Prospections

• The prospection tab is moved from the commitment management history to its own management grid.

Questions group

• There is a shortcut to the web form from the question group "used in" tab.
• In the question group management grid, there is a shortcut to open a web form.
• The the questions group screen, there is a shortcut to open a web form.
• When editing the name or translation of a characteristic, any question that uses the exact same description will be updated.
• When selecting a field, the name and translation of the field will be shortcuted to the question texts.
• There is now a popup to display all the web forms that will be affected by a change in a question group or question.
• In the question group management, there is a "Question group" tab that displays a line per question group. There is a "Questions group / questions" tab that shows a line per question to find in wich group a question exists.
• An option to display a line per question instead of a line per group has been added to different screens that presented the concept of questions group.

Receipts

• The receipt type section is moved to the "paper" tab in the receipt configuration.

Recognition program

• Added a new document type for mass mailling.

Reports

• In the "Prospect list" report, the check box "Display prospection characteristics" is renamed "Display active prospection characteristics".
• In the "Prospect list" report, there is a new option to display the inactive characteristics of the prospection.

Summaries

• Many options were added or reworked to be in line with the customized lists function.

Tasks

• It is now possible to add more than one characteristic group in a task type.

Timesheets

• A new warning will be shown if there are conflicting sheet when you complete or validate a timesheet.
• In a timesheet item, we now use standard tools for the operation, task, project, or client fields.

Transactions

• Added a shortcut to add a new client in the client selection window. It is the "insert" key.
• It is now possible to add a transaction with an amount and a receipt amount that do not match AND leave the benefit description empty. It MUST be enabled in the system preferences if needed.

Warnings

• In the warnings window, the "created by" column is now available.

Web App

• Linear graphics are now available.

Web Forms

• In the "Question groups" tab, it is now possible to display a line per question instead of a line per group.
• The term "send" and its variants is replaced by "synchronize" and its variants.
• It is now possible to display the fench and english version version of a distrubtion list.
• Under the advanced options, there is now an option to ask for the date of birth. It is no longer possible to use a question linked to the date of birth field. After the update, any web forms that used a question will have the option enabled by default.
• The options to choose the save location of a question have been placed in a drop down menu instead of a series of checkbox.

Activities

• In the activity grid in the occasion window, if the activity previously had a receipt amount configured and that it no longer delivers receipts, the amount will remain.

Client categories

• Corrected an issue for the transfert category function.

Commitments

• When generating commitment transactions, it is now possible to generate transactions with Paysafe v1 and v2 payment methods simultaneously.
• Corrected an issue with a default value for the GL account in a new commitment.

Customized lists

• Error when adding C2 clients to a client lists if there was no C2 client in the relation grid.

eReceipts

• It is now possible to remove an email that was used for an eReceipts.

Expenditures

• Corrected an issue in the expenses view of an occasion.

Filters and views

• Error message when selecting a view from another view configuration screen. Also, the list of included columns was not filled.

Importations

• Corrected an issue that hid the custom reports in the importations.

Instant Payments

• Corrected an issue where a payment made with an existing token that was refused, the transaction could end in the "pending" instead of refused.
• Corrected an issue when creating a token with the PayFac API if the city name was greater than 40 characters.

Occasions

• Corrected an issue in the view of the activity in an occasion.

Receipts

• Corrected a display issue with thank-you header.
• When sendiing a receipt by email manually as an attachment, the email address is now brought in from the client file.
• Corrected an issue with a master document that used an IMakeAnOnlineDonation mergefield.
• Removed a superfluous apostrophe after the city name on the receipts.

Reports

• The reports are now separated by lot number. "Gl accounts summary (with taxes)", "Transactions batch", "Transactions batch(2nd format)", "Transaction batch resume" and "Deposit slip".
• In the "Deposit slip" window, under the transaction history. The total amount will be calculated on not transfered transactions.
• There is now an option in the "Summary per GL account (with taxes)" reports to choose a batch number.

Timesheets

• It is no longer possible to edit the duration of an element that does not allow duration.

Transactions

• Corrected an issue with Payline instantenous payment.
• Corrected a display issue for characteristics in a transaction.

Users

• Duplicating a user having forced views and a user group having forced views no longer causes un error.
• Corrected an issue where a user could not be associated with an organization.

Web App

• Corrected an issue when a saved filter refered to a characteristic.
• The search !# now works properly on date/time fields.

Web Forms

• Corrected an issue when importing online donation that were created by a previous version.
• Corrected an issue with the visible choices online.
• Corrected an issue when duplicating a web forms that used a "real cost" formula.
• Corrected a lock issue in the charged data of an online form importation.
• Added get/post integration for transactions/commitments questions group.
• Corrected an issue with the "real cost" function.

Web App

• It is now possible to configure a dashboard in the homepage.

Automated email maillings history

• The automated email maillings history has been renamed "Automated emails maillings history".

Characteristics

• A button "File format help" shows the accepted file format for characteristics of type "file".
• Improved performance while using one or more characteristics group in quick edit mode.

Custom reports

• The button "Export to Excel" is renamed "Generate in Excel".

Master documents

• The dropdown list " types of transmission" is replaced with a checkbox "Allow a different template for emails".

Questions group

• Web questions group, that are not currently used or are used only in archived web forms, have been archived.
• The questions group interface was redesigned.
• The "Archive / Restore" button for questions group has been modified.
• In a questions group, the field "location" has been removed.
• The location "Client" is renamed "Client / Relation".

Receipts thank-yous

• In the receipt thank-yous templates, an indicator now shows the currently used receipt template in the test button.

Reimbursable fees

• The sub-menu "Reimbursable fees type" now appears before the "Reimbursable fees categories" sub-menu.

Web Forms

• When synchronising a test form, if there is a warning, the synchronisation will be applied. When synchronising a production form, if there is a warning, the synchronisation will be aborted.
• A hint has been added to indicate the usage of CTRL or SHIFT in a mutli select screen.
• It is possible to "confirm and add" in the suggested amount window.

Activities

• It is no longer possible to save an activity per quantity with participants without a number of participant per unit.

Addresses

• Modifying and address with the "202-747 Pierre-Roux boulevard" under the detailed address windows, will no longer delete the apartment number.

Characteristics

• Minor correction when adding a characteristic or a group of characteristics with both the quick edit and the group by mode active.

Clients

• The default values screen for the clients is usable again.
• There is no longer a long delay and error message when you archive a default address while adding a new one.
• When searching on first name or last name before adding a new deceased person, the first name or last name will be kept in the add client screen.

Custom reports

• Corrected an issue when running a report on a merge duplicates list.

eReceipts

• Corrected an issue with the transaction when selecting a new email for the receipt.

Expenditures

• The custom field tab now saves dimensions.

General

• Corrected an issue in the assign new values functions for the activity in a transaction.
• Some summaries were not shown when using a "Count" or "Count distinct" on a date/time column summary.

Importations

• Corrected an issue where the benefit amount was empty after an importation.
• It is no longer possible to imput non numerical characters in the "scan info #".

Instant Payments

• Corrected an issue with V2 API for Paysafe where transaction ended in the "unknown" status.

Invoices

• When you modify the list of article inside a transaction, the transaction amount is no longer recalculated if you cancel the edit or if the transaction is read only. This also resolves an issue for transaction with article and the invoice module where the remaining amount to be paid was reset.

Occasions

• The "Columns" tab is now available in the views for activty or expenditures.

Questions group

• Corrected an issue where the validation options were not greyed out when not available.
• Hidden a column for an inactive module.

Receipts

• Corrected an issue where the address was in all caps when it should not have been.
• The option to deliver the receipts at batch transfert will now be available only if the user has the proper accesses.
• The validation for receipts to deliver that are not included in the current filter now considers the imposition date.
• Corrected an issue where the benefit description could be overriden.

Transaction analysis and history

• Some payment methods are no longer hidden in the "Assign new values" functions.

Transaction importations

• When importing transactions with new clients and relations. If a relation was repeated on more thant one transaction, it was attached to the first transaction only.

Transactions

• Corrected an issue in the assign new values function for the transactions.
• Corrected an issue with the default values for the transactions.
• Deletion of a participant's characteristic no longer causes an error when reopening the transaction.
• Corrected an issue for the transactions in a commitments.

Web App

• The update menu for the "Web app" is no longer visible if the module is not active.
• The password validation will now work properly when manual elevation is used.
• When using manual elevation to "Supervisor" the password is now properly hidden in the password request box.
• Manual elevation to "Supervisor" now works with the proper password.

Web Forms

• Duplicating a web form that contains a suggested amount with decimals now works as intended.
• Changing the order of notes in a web forms now works as intended.
• There is an additionnal validation when synchronising a web form with forced payment before showing a warning.
• It is now possible to import data from a web form which name contains a "/".
• Suggested amounts can be added normally again.
• The web form history is renamed "IMakeAnOnlineDonation importation history".
• Modifying values in the homepage configuration now properly highlights the "Send on the website" button.
• The note template names are now shown properly.
• Corrected an issue where the name of the web forms was not displayed properly in prefill a web form option.

Web Forms

• A captcha security level option has been added. It will be active and set to "moderate" by default.

Characteristics

• It is possible to merge characteristics with the same path and type.

Debit Mandate

• It is now possible to have an electronic signature on the debit mandate.

E-mail Blast

• it is now possible to use distribution lists with a confirmation email to subscribe an email (Double Opt-in).

E-mail Blast history

• A history of sent emails has been added. Each email sent by IMakeAnOnlineDonation will be found in this history and makes resending these emails possible.It will also be possible to access stats on these emails if the user has the e-blast module.

Expenditures

• Added an Expenses batch history. It will be possible to document a bank account for each batch of expenses.

Master documents

• Added option "Do not generate this document for transactions from a commitment? for transaction type Master Documents.

Means of communication

• It is now possible to integrate dialing tools to the application.

Prospections

• Added an ?assign a new value? in the ?Prospections? tab of the Commitments and prospections history,

Users

• A system preference now permits or prevents the use of the SUPERVISOR account. By default this account is active.
• A user can now elevate themselves to the rank of supervisor. Once done, they possess the same rights and access. They can, for example, access the system preferences. It will be possible to specify which users can elevate themselves in the user management.

Web Forms

• Added a new "compact mode" theme.
• Emails can now be given a type (Personal - Professional) in web forms and the LogiZone.
• Label groups have been moved to the back office of IMakeAnOnlineDonation.
• Added a history of web forms.This history contains one line by client, transaction or commitment imported from IMakeAnOnlineDonation.
• Image and file type questions are now available on web forms.

Batchs

• There is now a batch folder available to insert documents related to a batch.

Characteristics

• Added the following columns in quick edit mode: ?Created by?, ?Created on?, ?Last edit. by? and ?Last edit. on?.
• It is now possible for a file type characteristic to accept images and documents.
• When the characteristics tabs display one tab by group of characteristic, the "Other? tab is now pushed to the back.
• It is possible to edit the name of a characteristic even if it is used in a question in a web form.

Client importations

• The field "CliCanvasserName" is renamed "CliCanvasserFullName"
• The field "CliCanvasserContactName" is renamed "CliCanvasserContactFullName".
• Corrected an issue were a corporation could be imported as an individual.

Clients

• Added a user preference to permit the display of the client greeting in the ?Main Info.? tab of the client file.
• When searching for duplicates, it is now possible to search through all phone numbers, emails or websites without taking into account the type of means of communication.
• Third Party and canvasser fields have been added in the following Client management tabs: ?Clients/Addresses?, ?Clients/Means of Communication? and ?Clients/Tasks?.
• Added the "Neutral" gender
• In the ?Relations? tab of the Client management, the following special filters have been added:
  - C1-eBlast distribution list - Subscribed clients
  - C1-eBlast distribution list - Subscribed/Unsubscribed clients
  - C1-eBlast distribution list - Unsubscribed clients
  - C1-SMS distribution list - Subscribed clients
  - C1-SMS distribution list - Subscribed/Unsubscribed clients
  - C1-SMS distribution list - Unsubscribed clients
  - C2-eBlast distribution list - Subscribed clients
  - C2-eBlast distribution list - Subscribed/Unsubscribed clients
  - C2-eBlast distribution list - Unsubscribed clients
  - C2-SMS distribution list - Subscribed clients
  - C2-SMS distribution list - Subscribed/Unsubscribed clients
  - C2-SMS distribution list - Unsubscribed clients
  
• In the Clients management, the following special filters have been added to the ?Clients?, ?Directory?, ?Clients/Addresses?, ?Clients/Means of Communications?, ?Clients/Tasks? and ?Clients/Characteristics? tabs.
  -eBlast distribution list - Subscribed clients
  -eBlast distribution list - Subscribed/Unsubscribed clients
  -eBlast distribution list - Unsubscribed clients
  -SMS distribution list - Subscribed clients
  -SMS distribution list - Subscribed/Unsubscribed clients
  -SMS distribution list - Unsubscribed clients
  
• In the ?Clients/Means of Communications? tab of the Clients management, the following special filters have been added:
  -eBlast distribution list - Subscribed clients
  -eBlast distribution list - Subscribed/Unsubscribed clients
  -eBlast distribution list - Unsubscribed clients
  -SMS distribution list - Subscribed clients
  -SMS distribution list - Subscribed/Unsubscribed clients
  -SMS distribution list - Unsubscribed clients
  
• In the ?Clients / Tasks? tab, it is possible to add, edit, or delete batches of characteristics to tasks
• When assigning new values to clients or relations, the title list displays only titles available for clients filters in the grid.
• In the "Transactions? tab of a client file, quick filter buttons "Client?, "Contact?, "Canvasser? and "Third Party? have been regrouped as one button named "Client? with a drop down menu.
• In the "Transactions? tab of a client file, it will be possible to filter transactions for which the client is a participant.
• In the "Display? menu of a client file, the "Select - visible tabs? submenu has been replaced by "Edit tabs?. When this submenu is selected, a window offerings options to move, display or hide the different tabs, appears.
• Added ?Add / Edit / Remove characteristic - Relations? advanced function in the ?Clients? tab of the Client Management.
• In a client file, unused tabs will be automatically hidden. This will affect the following tabs:
  - List of Clients
  - List of Relations
  - Categories
  - Characteristics
  - Characteristics of Relations
  - Custom Fields
  - Advanced Analysis Characteristics (ProDon)
  - Transaction Characteristics (ProDon)
  
• Quick filter buttons ?Active? and ?Inactive? have been added to the ?Directory?, ?Clients/Addresses?, ?Clients/Means of Communications?, ?Clients/Tasks? and ?Clients/Characteristics?.
• It is now possible to add, edit and remove characteristics in batches on clients 1 or 2 in the ?Relation? tab of the Client Management.
• The functionality permitting duplicate searches from a client file now offers the possibility to change the search criteria in a temporary fashion as it can be done with a Custom List.
• Default Third Party client and its relation can be changed in batches in a client
• In a client file it is now possible to regroup the characteristics and custom lists tabs.
• The field "Do not phone" is renamed "Do not call".
• In the Client Management, characteristics that cannot be documented in the client file are hidden.
• The automated exluded form mass mailling reason "deceased" is replaced by "closed" when the "closed on" checkbox is used under the "add. info" tab.

Commitment importations

• The field "CommCanvasserContactName" is renamed "CommCanvasserContactFullName".
• The field "CommCanvasserName" is renamed "CommCanvasserFullName".

Commitments

• A client or relation can be added when selecting linked clients 1 or 2 if in the occasion it is specified the linked client is a relation of the donor.
• Added a preference offering a choice between recurring and planned commitments when clicking on the ?Generate commitment transactions? button in the Transaction Management.
• Added a functionality to the commitment window, retrieving the previous mailings information.
• When assigning new values to a commitment, it will now be possible to edit the Third Party as well as it?s contact and it?s address.

Custom reports

• There is new option to export data in an unformated format to improve exportation time.

Customized lists

• Added relation type customized list in the "Client" tab of the Client management.
• The last criterion used in a client merge list will be remembered if the same list is used again.
• The user interface was updated in the transaction criterion screen.

Debit Mandate

• There is now an option to synchronize the configuration in the organization management screen.

Document to issue

• The documents to be issued of a transaction are now all displayed. Documents that will not be generated will be displayed in red and will display the reason in a tooltip.

Duplicate merge

• It is now allow to change the value for the "beneficiary" check box. However if unchecked and one of the merged clients posses a beneficiary transaction, it will be checked again.
• The option "Show all elements (even duplicates)" is saved when closing the duplicate merge window and is kept for the next merge.

Dynamic drop-down lists

• It is now possible to refresh the content of a drop-down list from the drop-down list management.

E-mail Blast

• There are now 2 columns for the mergefield in a distrubtion list. One in french and one in english.
• The system priority will be on individual when massively registering emails in a distribution list.
• It is now possible to use a web forms that belongs to a secondary organization in a e-mail blast.
• Added an option to force the system to register clients that were unregistered when using the mass update to a distribution list.
• From now on, mailling lists will be archived in Prodon only and not on the supplier side because the operation is irreversible on the supplier side.
• Added a column to see the las journal entry of a distribution list.
• Performance improvements when massively registering new emails.

eReceipts

• In the receipt configuration, changed a label to "Configure emails for rejections".
• The address format will be consistent with the country preferences from now on.
• It is now possible to print a Web receipt delivered by IMakeAnOnlineDonation

Export and merge

• A few exceptions aside, it is now possible to export data to Excel or to generate a mailing with Word from nearly every grid of the software.
• When exporting to Excel or merging with Word, it is now possible to interrupt the process.
• When openning an export configuration (exports management), a warning is shown if there is an executable is configured but unavailable. The same warning will be shown on save or on use of the export.

Filters and views

• filtres et de vues.
  Added a splitter between the list of conditions and the query in the ?Filter? tab of the View Configuration and Filter Data tools.
  

General

• It is now possible to enter a transaction with a receipt amount of 0 or less. When producing receipts, any receipt with a value of 0 or less will be ignored.
• The menu option "Open documentation folder" is renamed "Open application folder" and now opens the directory where the main executable is found.

GL account

• It is now possible to specify which organizations have access to GL accounts and GL account groups.

Importations

• The global setting to update or not existing information when importing new data is replaced by field per field option in the field association grid of an importation.
• It is now possible to create a new client based on the canvasser fields in a client, transaction, or commitment importation. A duplicate detection will be run.
• The field "TrxCanvasserName" is renamed "TrxCanvasserFullName".
• A new option named "Create new canvasser" was added. It will be enabled by default for online importations.
• The field "TrxCanvasserContactName" is renamed "TrxCanvasserContactFullName".
• There is a new warning when importing or updating an inactive client.
• When importing a new address for a client, the address in : not transfered transactions, transactions with a receipt or document to be produced and not completed commitments will be replaced by the new address.
• It is now impossible to import a client with a client number that doesn't exist.
• A shortcut to do a backup is added to the importation process instead of a reminder to do one.
• Visual prefences in importations windows will now be remembered.
• Added a system preference to create new clients instead of internal contacts when importing relations.
• When a means of communication is archives by an importation, if there are eReceipts pending, they are modified to ensure they have a valid email to use.

Instant Payments

• Added "Pay. code" and "Payment" columns in the client file and payment selection window.
• When selecting a preivously saved instantenous payment. A warning will be shown is there is a difference between the payment and the token used to create it.

Invoices

• It will not be possible to cancel an invoiced transaction if the corresponding linked transaction with an instant payment has not been cancelled.

Log

• Archived logs will be deleted after a year.

LogiZone

• The "Mx" title has been added to the Logizone.
• New gender neutral titles were added.
• On Logizone and IMakeAnOnlineDonnation, title with the same description but different gender are no longer shown twice in the drop-down. Instead, a gender box is displayed when they are selected.

Mailings

• The "anonymous" client and transaction fields can now be used as mergefields.
• Added mergefields to the in memoriam documents for the relation between the deceased and the family.
• Added an option to automatically close the mailling window after a mailling.

Management grids

• <a href="http://wikien.logilys.com/index.php/ProDon:UPDATE_506_Column_Titles#List_of_columns_whose_title_changed" onclick="window.open(this.href);return false;">Complete list</a>

Master documents

• In the merge fields list, the "Merge Field? column has been renamed "French Merge Field? and a "English Merge Field? column has been added.
• It is now possible to test a Master Document from the master document screen. Click the "Help on merge fields? button and select "Test document?.
• Added the following merge fields to commitment mailings: ?Comm_Created_On?, ?Comm_Notes?, ?Comm_Last_Edit_On?, ?Comm_Created_By? and ?Comm_Last_Edit_By?.
• Added columns ?Template?? and ?Active?? in the list of selections for the ?Go to? and ?Duplicate? functions.
• Added an ?Archive / Activate? button in the Master Document Management.

Occasions

• It is now possible to create views and filter in the activtiy and expenses grid in the occasion screen. Also, new quick filters are added for active and inactive activity.

Organizations

• Removed an irrelevant window when only one organization exists.

Participants

• In an activity, when unchecking a participants characterisitic. A new option will offert to remove the characteristics from existing transactions.
• In the participants history, fields for the linked client 1 and 2 are now available.
• It is now possible to convert a participant to a client file from the participant history or the participant tab in a transaction.
• The "Note" column was added to the Participants history.
• It is now possible to create a customized client list based on the participants from the participants history.

Questions group

• There is a new option to massively update the visibility of a choice online.
• In the question list of choices. If there is a new value for a language and there are no corresponding values in the characteristic in either the values or translations, a new value will be added to the characteristic.

Receipts

• It is now possible to preview the receipt from the thank-you window.
• New columns were added for main contact and receipt address.
• The term "reissue" is replaced by "replace"
• Receipts to do are now refered as "To be delivered".
• Receipts now refer to the term "Deliverance" and its variants.
• Receipts now refer to the term "Replacement" and its variants.
• Receipts now refer to the term "Deliver" and its variants.
• Performance improvements.
• There is a new warning when producing an annual receipt for a client and that some admissible transactions are not filtered.
• Removed an irrelevant window when only one organization exists.
• There is a new access to grant the possibility to edit word receipts in the master documents.
• The term "Annual receipt" is renamed "Consolidated receipt".
• It is now possible to import a receipt number with 19 digits.
• When replacing a receipt it is now possible to specify a deliverance date.
• It is now possible to choose the default tab to open in the receipt batch.

Relations

• Under the relation tab of the client management. If positionned on a line without a relation. Clicking on the "Edit" or "Remove" button will asks the user wants to interact with the client instead.
• Added an option to enable/disable the concept of internal contacts.
• Main contact and receipt contact are now hidden for relations between 2 individuals or 2 companies to prevent confusion and legal issues.
• When creating a new relation. If we create a new client for the secondary client, the "company" checkbox will match the relation type used.

Reports

• In the "Transactions list" report, there is a new option to display the transaction's characteristics.
• In the "Transactions list (compact)" report, there is a new option to display the transaction's characteristics.
• In the "Transaction batch" report, there is a new option to display the third party.
• In the "Detailed client list" reports. The transaction number was added.
• On the "Donations in memory of..." reports, the fields "In memory of", "Deceased on" and "To the attention of" are now configurable.
• The report "Expenses report" is renamed "Reimbursable fees report".
• The report "Timesheet (with expenses)" is renamed "Timesheet (reimbursable expenses).
• The report "List of issued receipts" is renamed "List of delivered receipts".
• In the "Transactions list" reports, there is a new options to display cancelled transactions.
• In the "Transaction lists (compact)" report, there is a new option to display cancelled transactions.

Securities

• Renamed "Expenses management" to "Reimbursable expenses categories management".
• Renamed "Expense type management" to "Reimbursable expenses type management".
• Renamed "Type of expense" to "Reimb. fees type".
• Renamed an access to "Cancel Issuance of Documents".
• Renamed "Issued receipts history" for "Delivered receipts history".
• Renamed "Reissue receipts" for "Replace receipts".

Software Key

• With a Junior licence, a warning is now displayed before reaching the item limit.

Summaries

• Added an option to consider or not transactions with a value of 0$ in the first and last transaction option.

Tasks

• An option to display the tasks summary when openning the application is added.
• When selecting a transaction or commitment as the reference for a tasks, a secondary reference will automatically be added for the client.
• In the relation tab of the client management, a function to massively add tasks for the client 1 or 2 is added.

Timesheets

• Added the "Calculate the duration on the timesheet" checkbox in the Time Sheets operations. The box is checked by default.
• In the Time Sheet Management, the Time Bank column now displays the balance.
• The term "expenses type" is renamed "Reimbursable fees type".
• The term "expenses" is renamed "Reimbursable fees".

Titles

• It is possible to have non-LogiZone titles in Web Forms.
• It is possible to create titles with a "Neutral? gender.

Transactions

• In the select a client for this transaction screen, it is possible to merge filtered clients in the clients tab.
• New columns for accounting exportation are added to the transactions history, the transactions management and the transactions tab of a client file.
• It is now possible to use the assign new values to remove the value of payment group in a transaction.
• The age group summary will use the main contact of the transaction for companies.
• The "Gender" summary will use the main contact gender of the transaction.
• It is now possible to consolidate receipts for in kind donation, however these receipt will not be consolidated with transactions that are not in kind.
• It is now possible to use the assign new values on the "Anonymous" field of a transaction.
• It is now possible to choose wich tab to open by default in the transactions management.
• When updating the address of a transaction that contains a receipts that is related to more than one transaction, the address will be applied to all the transactions related to the receipt.
• The "Evaluated by" field is no longer mandatory for "in kind" donations. The text "evaluated by" will also no longer be written by default in the field. The texte can now be configured in the receipt management.
• When saving a transaction with a receipt amount greater than the transaction amount, a warning will be displayed to validate it is not an error. The receipt amount will be displayed in red.
• A system preference was added to hide the GL group, the GL account, and the GL projet in a transaction and in a commitment. It is still possible to see them by clicking a button to show more details.
• It is now possible to split the transaction window in 2. It is also possible to move and hide the different tabs.

Update

• Update lookup will be done automatically on each application launch for any user with the appropriate access.

Users

• In the user management, the SUPERVISOR account is now accessible. It can be disabled or used to modify accesses or the email to use to connect to app.logilys.com. It can be disabled if other users are allowed to rise to SUPERVISOR.

Web App

• In a user configuration screen, a button called "Share Prodon to go's link" exists if the required module is active.
• In the homescreen "Configuration" menu, a sub-menu "Prodon to go" exists if the required module is active.

Web Forms

• It is now possible to duplicate a web from from a secondary organization.
• Reinforced the validations to avoid configuring a form without a payment method if it is possible to need a payment method.
• Added an option to use a DKIM signature for the confirmation emails.
• When creating a web form, the "address bloc will be used? option will be checked by default.
• Ir is now possible to process a commitments first payment or an additional donation on IMakeAnOnlineDonation.
• The following positions have been added to web form notes: "Note under the client section?, "Note under the transaction section? and "Note under the confirmation section?.
• It is possible to uncheck the "Display other amounts? box in a commitment activity even if there is a fixed frequency.
• Several users can share presence in the web form Import management. It is still not possible for several users to process donations or to display the loaded data if there is another user in the Import management.
• The link to change the address input format now switches from one to the other directly if there are only 2 available formats.
• Web form customizations have been replaced by question groups.
• Modified the visual of notes on a web form.
• Importation constants have been moved to questions. In order to add a constant, add a question with a default value and set is as non visible on the web.
• It is possible to decide between displaying province codes or descriptions in our web forms from the IMakeAnOnlineDonation Homepage Configuration panel.
• Menu items have been added to confirmation emails to link to pdf files.
• Menu items have been added to web form notes to link to pdf files.
• Added an option to web forms, specifying if a confirmation email should be sent when a web form is completed.
• The "Pixel Facebook? API can be configured in the Homepage configurations.
• It is possible to specify a payment method in relation to the activity in a web form.
• It is now possible to display several activities in a dropdown menu on a web form. The activity must be assigned to a list of activities that will be displayed in the dropdown menu.
• It is possible not to display the title, first and last names of a participant on IMakeAnOnlineDonation.
• The ?Mandatory? checkbox for participant fields has been modified for a list with the following choices: ?Mandatory?, ?Mandatory is the first or last name is specified? and ?Optional?.
• The ?Mandatory? checkbox for participant questions has been modified for a list with the following choices: ?Mandatory?, ?Mandatory is the first or last name is specified? and ?Optional?.
• A field named "Canvasser prefix (P2P)? was added to the Homepage Configuration. The default value is "P2P-? This value links the transactions and commitments of P2P platforms to their participants. It will no longer be required to create customizations for these participants in the web forms.
• An unfinished email can be configured in a web form. This email will be sent if the donor started a web form but did not complete it.
• ?Button with text? can now be chosen as a display option for suggested amounts in a web form. A label must be specified in the suggested amounts when this display type is selected.
• Phone numbers will no longer all be displayed at the same time on web forms.
• A maintenance for web forms is now available. It is thus possible to send a we form in production even if there are donors on IMakeAnOnlineDonation but none are on the selected web form.
• Removed the pop-up asking for an email upon arrival in the personal information section.
• Revised procedure for ?Forgotten password??
• In the confirmation email, the value of the ?Frequency? merge field represents the frequency selected in the drop-down menu of the web form.
• The ?anonymous client? field can be selected in questions.
• Users will be advised if a maintenance is activated on any IMakeAnOnlineDonation Homepage, when there is a change of organization or when a user connects.
• Decimals can be added to the minimum and maximum global amounts of a web form.
• it is now possible to send a web form into production without importing the transactions. It is still required to load the data into ProDon before proceeding.
• The "Consolidated receipts? option has been renamed "Consolidated receipts (paper receipts only)?.
• The "Position of the transaction section? was moved to the configuration tab, below the homepage groups.
• ?Corporate receipts? and ?Personal receipts? options have been replaced by a drop-down menu with the ?Personal?, ?Corporate? and ?Personal and corporate? choices.
• The options "Use receipt box?, "Force a receipt when minimum amount is reached? and "Do not allow a receipt if the minimum amount is not reached? have been replaced by a drop-down menu with the following options: "Force a receipt when minimum amount is reached and do not allow a receipt if amount is inferior?, "Force a receipt when minimum amount is reached and allow a receipt if amount is inferior?, "Allow a receipt when minimum amount is reached and do not allow a receipt if amount is inferior?, "Allow client to decide if they wish a receipt but make a suggest based on a minimum amount? and "Never issue a receipt for this web form?.
• Renamed the "Use electronic receipts on instant payment" for "Use web receipts on instant payments".
• The "Email? tab has been moved between the "Commitment? and Question Groups? tabs.
• The "Display suggested amounts? option has been moved to the "Configurations? tab under the "Transaction section position? option.
• In the homepage configuration, it is now possible to specify a list of default countries and provinces.

Characteristics

• Corrected an issue where a mandatory characteristic could be worked around and not be required.
• Corrected an focus issue in the characteristics.
• It is no longer allowed to change to order by in the characteristics values grid.

Clients

• In the "Commitments? tab of a client file, the "Client?, "Contact?, "Canvasser? and "Third Party? quick filters are regrouped in a single button named "Client? with a drop down menu.

General

• Corrected an issue where the default browser was ignored in favor of internet explorer for some functions. The default browser is now used.

Importations

• Corrected an issue where using an internal contact could result in an error when detection client duplicates.

Instant Payments

• Corrected an issue where an instant payment could be sent more than once.

Master documents

• Corrected an issue that prevented from saving a document if it used a calculated field.

Preferences

• Visual adjustments to the interface in the "performance" tab of the system preferences.

Tasks

• Corrected an issue where the tool buttons could be greyed while they should have been enabled.

Transaction/Commitment importations

• When importing a transaction or commitment, the default third party will now be used if the importation fields are empty.

Transactions

• It is now possible to have different views for the transactions management and the transactions history.

Web Forms

• Corrected an issue where an In memoriam occasion could be used in the commitment section of a web forms while it is impossible to use it the application.

Characteristics

• Minor correction when adding a characteristic or a group of characteristics with both the quick edit and the group by mode active.

Client importations

• In some instances, the "CliComments " column would overwrite the client comment instead of being added at the end.

Clients

• When searching on first name or last name before adding a new deceased person, the first name or last name will be kept in the add client screen.

Commitments

• When generating commitment transactions, it is now possible to generate transactions with Paysafe v1 and v2 payment methods simultaneously.

Customized lists

• Error when adding C2 clients to a client lists if there was no C2 client in the relation grid.

eReceipts

• The nature and appraiser did not appear on eReceipts.
• From now on, the eReceipt status update will only unpdate "sent" and "Opened" status.

Expenditures

• The custom field tab now saves dimensions.

Filters and views

• Error message when selecting a view from another view configuration screen. Also, the list of included columns was not filled.

General

• Some summaries were not shown when using a "Count" or "Count distinct" on a date/time column summary.

GL account

• Corrected an update issue when there were no GL accounts per organization.

Invoices

• When you modify the list of article inside a transaction, the transaction amount is no longer recalculated if you cancel the edit or if the transaction is read only. This also resolves an issue for transaction with article and the invoice module where the remaining amount to be paid was reset.

Mass mailing

• Error when producing a transaction type master document that used the canvasser addresse.

Receipts

• When correcting receipts status, the "Reissue receipt for all selected transactions" is no longer available if transactions with cancelled receipts are found.

Tasks

• If the default tab on open for the client management was "Relations", tasks were created under the wrong reference.

Transaction analysis and history

• Some payment methods are no longer hidden in the "Assign new values" functions.

Transaction importations

• When importing transactions with new clients and relations. If a relation was repeated on more thant one transaction, it was attached to the first transaction only.

Transactions

• Deletion of a participant's characteristic no longer causes an error when reopening the transaction.
• "File" type participant characteristics no longer causes an error when selecting an activity.

Users

• Duplicating a user having forced views and a user group having forced views no longer causes un error.

Web App

• The update menu for the "Web app" is no longer visible if the module is not active.

Web Forms

• Duplicating a web form that contains a suggested amount with decimals now works as intended.

Characteristics

• In the 5.0.5.9 update, characteristics between client and internal contact could be deleted. If you are affected, you will receive a warning message after the current update and will be able to place a request support.

Custom reports

• Corrected an error that happened when trying to open the summary managent while it was already open.

E-mail Blast

• Corrected an error that could occur when saving a mailing.

eReceipts

• The client name particle is now present on ereceipt if relevant.

Mailings

• If a mailing contained a canvasser, there was an error when consulting the mailing.

Receipts

• When generating annual receipts, no receipts were generated for any transactions without addresses.

Web Forms

• If a web form contained an inactive occasion, it was not copied over when duplicating the web form.

Web App

• When an image or pdf document is clicked in a task, it is now shown in a new tab instead of being downloaded.

Addresses

• When an address had the country "France". The details of the address could be shown in the wrong boxes when using the detailed address box.

E-mail Blast

• When duplicating an e-mail blast, if the mailing is a temporary mailing, we block the duplication for the mailing information.

Filters and views

• In the "opening options" for a management grid. A message requested to select a view event if the option "last used view" was selected. It is not shown anymore.

Importations

• Negative numbers without decimals were imported as positive amounts.
• When importing a numerical value, we validate that the value contains no letter and at least one number before setting an invalid value flag.

Instant Payments

• It was possible to modify a token information while there was no token associated with a transaction, resulting in an error.
• It was possible to send a payment multiple times.

Management grids

• There was an error message when modifying the opening options for a management grid.

Tasks

• The dates were improperly shown under the checklist tab of a task.

Transactions

• In the "to be validated" tab of the transaction management, for search in the "Reason (to validate)" column the search value was ignored.
• Non-batch instant payment transactions using an existing token were always returned as "unknown" transactions.

Web App

• The "cheklist" tab was not responding inside of a task.

Web App

• It is now possible to give access to your database to Logilys technicians (activated by you only).
• Added tasks management and tasks consultation.
• Custom summaries in views are now shown in relevant management grids.
• Able to customize up to 4 panel in consultation pages (clients and tasks) by choosing the shown tabs in each panel.
• Added the function to fill a web form from the client file.
• The client picture is now shown.
• Added a widget that shows a late, in-time, and in advance tasks amount on the homepage.
• It is possible to manage the number of simultaneous users allowed. The invoice will be adjusted according to the highest number of users allowed in a period.
• Added the following tabs : Relations, Directory, Clients/Addresses, Clients/Means of Communication, Clients/Tasks and Clients/Characteristics under client management.

E-mail Blast

• Upon modifying or removing an e-mail from a distribution list, links between registrations and clients are now removed as well.

Importations

• It is no longer allowed to have two users simultaneously in an importation.

Relations

• Added a filter tool to find client 1 or 2 in relation to its status (registered, unregistered) in a distribution list.

Transactions

• It is now possible to change the expiry date of a credit card in a transaction.

Web App

• The organization logo is shown in the page header.

Clients

• In duplicate client lists, clients could be missed if they had more than one addresses.

Customized lists

• Date functions DCx and DC-x (x next and last days including today) now function properly in customized lists.

eReceipts

• Corrected an issue related to e-mail statuses.

Importations

• Corrected an error when importing relations if the file contained a column named CliGender.
• Corrected an error "ambiguous column name" when importing with AdrLine1, AdrLine2, Adrline3, AdrLine4 and AdrLine5.

Receipts

• Receipts preview could show wrong labels with the multi-organization module.

Securities

• User acces "eReceipts history" is no longer available unless the proper module is owned.

Titles

• Corrected an error when modifying a title that was created by the importation module.

Transactions

• It is now allowed to input a numerical value of more than 6 numbers as default value for a characteristic in an occasion.

Users

• Corrected an issue when duplicating user views from a user to a new user.
• The user accesses related to an inactive module are no longer shown on the "Users and accesses" report.

Web Forms

• Corrected an issue when a donor used a wire transfer after being refused on its credit card.
• Corrected an error when modifying an activity in a web form that used participants and characteristics.

Commitments

• The nature and form of the transaction specified in the activity were not used as default values when adding a new transaction.

Customized lists

• When changing a criterias type, the minimum and maximum amounts where always set to 1 and 9999999. The amounts are now kept as set prior to the change, when the type is changed.

Invoices

• When sending an invoice by email, an email is selected automatically from those available from the client or the invoice contact.

Transactions/Commitments

• When the donor, the third party, the canvasser or one of the 2 linked clients to the transaction changes, the main contact is automatically selected if the client was a company.

Age group

• Age group management was no longer accessible.

Client importations

• When importing transactions and creating a new contact, it was not selected in the transaction.

Commitments

• When assigning new commitment values, if the "Delete unused values from the dynamic drop-down list" box was checked, the completion reasons for the filtered commitments were deleted from the dynamic drop-down list if the reason for completion was modified.
• The "next installment date" did not clear itself when generating transactions for recurrent commitments as long as no installment was generated for a date superior to the one specified in the commitment.
• There was an error when assigning a transaction to a commitment when using the button in place in the commitments window.

Document to issue

• In the mailing window, if the order set was focused on the "Generate?" column, the document list was sometimes incomplete when they were generated.

Duplicate merge

• When merging duplicates, relation type characteristics placed directly in the client file where completely ignored.

E-mail Blast

• There was an error when unsubscribing an email from the mailing list.

Groups of characteristics

• There was an error when adding a group of characteristics from a characteristic.

Invoices

• When editing an invoice, there was an error upon opening.

Items

• When editing an item, there was an error if there was a linked GL account, but it was not displayed.

Mailings

• Mailings created only retained the date and not the time of creation.
• The CS_Block_Addressing merge field linked to the contact address instead of the company address in a relation type mailing between a company and a contact.

Master documents

• The TrxP_Block_Addressing merge field did not offer an address in receipt type documents.

Participants

• When applying a partial payment in a transaction with participants, if a participant did not possess a characteristic, it did not appear in the list of participants.

Prospections

• In the Prospections tab of the Commitments History, there was an error when selecting a period.

Relations importations

• When editing a relation via the importation module and it was assigned an end date, the addresses and means of communications from this relation were not archived.

Transaction importations

• There was an error when importing transactions and there were two columns of the csv file associated to the same text type custom field.

Transactions

• There was an error when assigning massively an item to a transaction.
• Pending payment options were not available to be assigned as new values in the Transactions Management.
• When duplicating a transaction with an issued receipt, the newly created transaction was considered to have an issued receipt.
• When linking a commitment to a transaction with an issued receipt and copied the information of the commitment, the amount of the receipt was changed to 0.
• When editing the status of a receipt "to be issued" and there were items in the transaction, the receipt portion of the items was not being transferred correctly in the receipt of the transaction.

Web Forms

• On the Homepage Configuration window, if the Website Configuration was sent to Test without there being any actual edits, the configuration was not sent.
• It was possible to delete a characteristic that was used in a Web Form customization sent only in Production.
• It was not possible to complete a web form if there was an inactive and mandatory participant field.

E-mail Blast

• It is now possible to remove an email from the suppression list through the registration to mailing lists screen. A request must be made to the courrielleur, otherwise the email will be put back on the suppression list.

Participants

• The column " P-Individual " did not show first and last name of the participant if there was a client number specified for the participant.
• The column "P-First name" did not show the first name of the participant if there was a client number specified for the participant.
• The column "P-Last name" did not show the last name of the participant if there was a client number specified for the participant.

Client importations

• When importing from the web (www.imakeanonlinedonation.org or www.iregisternow.com), if a Logizone number went through for a corporate contact, the option « Force a new client » would not work. The contact was constantly tagged back as duplicate.

Clients

• While cycling through client files with the navigation arrows, if the new client didn't have a country, the previous client's country was displayed instead of an empty field.

Commitments

• When using the assignment of new values function to cancel transactions linked to commitments. The option to empty the next instalment of the commitment worked only for the first transaction instead of all of them.

E-mail Blast

• When synchronizing the merge fields of a distribution list, some of the fields weren?t correctly updated.

Filters and views

• The configure view window height was not saved and always returned to default settings.

General

• Support requests sent through the software were not sent properly when using a test key setup.

Importations

• When importing a required characteristic with multiple values. If a client had 3 values, and another one had only one, an error would occur for the second client.
• There was an error in the analysis while importing social security numbers.
• While loading date, if the number of columns in the csv file did not match the number of associations an error message is shown. Previously the csv file remained open, now it will be automatically close.

Instant Payments

• There was an error when refunding an awaiting payment transaction if paid by instant payment with a payment date in the past.

Lists of verifications

• When adding checkpoints, it was possible that the checkpoints order was incorrect.

Means of communication

• When adding a means of communication (in detailed grid), it was possible to uncheck the "preferred" option even if it was the first phone, email or website for the client. It is no longer allowed.

Participants

• Wrong name on the Add/Edit/Remove participants characteristics file.

Relations importations

• While importing relations, when an internal contact was converted to a real client, sometimes multiple identical relations were created if the same relation existed more than once in the importation.

Summaries

• When adding a summary in a Master Document, there was an error message.

Users

• In a user file, the email and elevation are hidden for groups.

Web Forms

• While importing web forms, if another user opened the web forms verification list window, some web forms to be imported were deleted from the imports.
• In the window showing the expiration time of the last user's session while updating a web form, the timer could go below 0 showing a negative time if the refresh button was pressed when the timer was at 0 second.

Duplicate merge

• The option "Show all elements (even duplicates)" is saved when closing the duplicate merge window and is kept for the next merge.

eReceipts

• Correction to no longer send empty emails if there are different clients with the same email in the same eReceipts batch.

Web App

• The option "Visible on the web" is available for saved filtered.

Web Forms

• Google Tag manager and Google analytics can be configured from the Homepage Configuration.
• It is now possible to select a pending payment method as payment method for transaction by quantity for $0.00.
• Now able to show the transaction section before the client section if the transactional informations are not hidden and there is at least one transaction customization visible.

Bank Accounts

• There was an error when checking "By default" for an organization in an inactive bank account.

Commitments

• There was an error when adding a commitment with default values for the GL account.
• The function "Assign the transaction to a client commitment" while adding a transaction showed a message that no commitment were found even if there was one.
• The end date was modified if we clicked inside the target objective and the next instalment date is empty.
• When a transaction was detached from a commitment when saving a transaction, the commitments functions were still available.
• In the assignement of new values for commitments, there was an error when clicking on the payment method button.
• In the "Generate commitment transactions" window, if the grid was hidden, the generated transaction were not restricted per the filter on occasions, activities and payment method.

Custom reports

• There was an error when using summaries as a separation in a custom report.

Dynamic drop-down lists

• It was impossible to add a value to a dynamic drop-down list if there were no shown elements in the management grid.
• In the dynamic drop-down lists management, it was possible to add a value to a group to wich the security access was set to No.

E-mail Blast

• There was an error when correcting an email that was removed from a distribution list through the web page of the mailling.

Importations

• There was an occasional issue with saving the visual setting in the loaded data windows of an import.

Means of communication

• There was a validation when using the assign new values for means of communication that could sometime block the function. The validation was unecessary as it checked for duplicate emails before removing both of them.

Receipts

• Increased performance when opening a receipt.
• When reissuing a receipt, the cancelled receipt was printed instead of the new receipt.
• On the A4 receipt with thank you (France), if the header was "Logo and image", the header image was shown in the beneficiary section.

Tasks

• The "Accessibility" tab of a tasks was visible even without the multi-user module.

Titles

• When two Generic titles were merged, the resulting title was Specific.

Transaction/Commitment importations

• There was an error when creating new GL accounts while importing transactions or commitments.

Transactions

• Better performances when validating transaction from multiple organism before using the assign new values to transactions from the client file.

Users

• When synchronising user accesses with group accesses, there were some accesses that may not be synchronised.

Web Forms

• When importing a corporate transaction, the contact was not imported if the relation type in the homepage configuration no longer existed.
• There was an error when loading web forms that allowed to import the same transaction twice if we imported the unprocessed transaction before loading the new web forms.
• There was an error when importing online donations if the electronic exportation was configured for IBAN.
• There was an error when duplicating a Web form.
• When accessing the homepage from the homepage configuration window, modifications were not synchronized.
• It is now possible to configure a fixed commitment frequency with a fixed number of installments without a fixed end date.

Web App

• Added sections in the client consultation
  -Transactions
  -Commitments
  -Tasks
  -Characteristics (client)
  -Custom lists (client)

Clients

• In the ?Clients / Tasks? tab, it is possible to add, edit, or delete batches of characteristics to tasks

E-mail Blast

• In the systems preference ?E-mail blast? tab, it is now possible to use the client or contact language as merge field result.

Mailings

• It is now possible to edit a contact in a mailing generated from a mass mailing.

Web App

• A ?Visible online? option is now available for views and filters to render them available for app.logilys.com.

Batchs

• There was an error when attempting to transfer an invoiced transaction in an instant batch. When transferring an invoice payment, the invoiced transaction is now moved at the same time.

Characteristics

• In the ?Characteristics? tab of the client file (as well as any other place where one can find a characteristics grid); if the ?Separate the different characteristics groups in distinct tabs? display option was used and a characteristic was filtered through the search bar and then a client change occurred, the previous filtered information was taken into account when building the tab list according to the list of characteristics of the new client.

Commitments

• In a commitment, it was possible to select a PaySafe payment option of the Web credit card type.

Customized lists

• Corrected the cumulative of eligible receipts calculation in the custom lists by donation criteria.

E-mail Blast

• Corrected link to the donation web form. If the email in the client file in ProDon was empty, the link was void.
• Commitment type e-blasts would cause an error when using simplified fields of the third party?s address.
• When adding a new means of communication, new merge fields were not added.
• It is no longer possible to import an existing distribution list when creating a new list.

eReceipts

• In the Batch Processing: Receipts management, eReceipts tab, all transactions in the ?Receipts to be Issued? and ?Annual Receipts to be Issued? will be issued even if the email linked to the transaction was rejected.

Expenditures

• In an expense, there was an error when clicking on the GL account selection button.

Importations

• The ?Validate and Next? button would stay active even when on the last record. The button now deactivates.

Invoices

• When saving modification in an invoiced transaction (invoice module), if items were present, they were deleted.

Preferences

• There was an error in the preferences, when testing the email in Outlook 2003 mode.

Receipts

• When reissuing a receipt from a transaction, the application would freeze.

Receipts thank-yous

• In a thank-you, the merge field for the organisation name would always be empty.

Reports

• In the ?Summary of Commitments by?? report, the installments weren?t calculated for recurrent commitments with no end date or objective.

Summaries

• The period would not come forth when editing a summary,

Transactions

• When changing the activity of a transaction through ?Assignment of new values?; if the activity was by quantity with a price of 0$ and the new activity is also by quantity with a price of 0$, the quantity was recalculated and set to 1. The quantity will no longer be modified is the amount is set at 0$.
• When adding a transaction for an activity with quantities and participants, if the quantity was negative, the transaction window would no longer respond when saving.
• In a transaction, it was possible to select a Web Credit Card type PaySafe payment option.

Web Forms

• When duplicating a web form, the ?Display the suggested amounts? option would not follow.

Web Receipts

• Merge fields starting with ?Div_ ? are no longer accessible in receipt type Master Documents.

Clients

• In the email selection screen, the emails displayed in the ?Relations of the selected client? grid, are those that originate from the client. It is still possible to see all emails by pushing the ?All elements? button.
• The lifetime cumulative of a client who had no transactions was empty. It will now be set to 0.

Reports

• Added date of birth, age and gender on the "Detailed client list" report.
• Added relation characteristics to ?Detailed client list? report.

Clients

• When merging clients, if one of the clients had an end date in the ?canvasser inactive since? field, an error would appear.
• There was a problem when restoring the position of tabs in a client file when all tabs except one were in the lower section. All tabs would disappear then reappear in the top section.

Custom fields

• There was an ?access violation? when attempting to assign a value to a checkbox type custom field, via the clients Assignment of new values tool.

Export and merge

• When exporting and merging, an error message has been added to warn that the file is already open.

Instant Payments (PaySafe)

• The instant payment window did not appear if the users language was english.

Mailings

• When generating a transaction type master document using the TS_Address field, an error appeared.

Master documents

• It was not possible to remove a summary in a master document if it was used as a calculated field in a different master document.
• When importing documents, certain merge fields were deleted following the importation.

Means of communication

• Means of communications were not removed if the user was in fast input mode when removing the origin of the means of communication.

Participants

• It was possible to modify or delete the group of characteristics with the ?Participants history? location.

Receipts

• It was not always possible to reprint the selected receipt, if it was canceled. It will now be possible to do so.
• When the logo and organizations information were not displayed in the header, the organizations information was not displayed in the receipts lower section either.

Transactions

• When attempting to clear information from a participant, the ?Client No? column kept it?s value.

Web Forms

• When saving an activity with no participants within a web form, all participant customizations of the web form were deleted.
• When editing an importation constant used in a web form, the value was not edited in the importation of said web form.
• There was an error when duplicating a web form with an importation constant linked to a transaction characteristic and an active commitments module.
• it was not possible to change the position of the transaction section if the commitments module was not active.
• The option to bring back the default country in the Homepage Configuration was replaced by a systems preference option.

E-mail Blast

• When saving the result of a merging when mass mailing a single item, the original document saved on the drive is opened so it can be modified and saved.

eReceipts

• Added a new type of rejection for electronic receipts. The status ?bounce_??, ?unknown? for receipts that have not been sent by the courrielleur after 24 hours.

Export and merge

• The ?Non_Formated_Client_No? merge field has been added when the ?Client_No? field is offered in the merge field list.

Means of communication

• An option was added to permit the addition of an SMS distribution lists in a means of communication.

Shortcuts

• When deactivating a client, if it is the main contact of a company, the ?Main contact? option will be unchecked in the relation. The option will also be unchecked if an end date is specified.

Timesheets

• It is now possible to make client selection mandatory for certain operations.
• A system preference has been added to permit suggesting a start time when adding items to a timesheet.
• The application now remembers the timesheet element operation when adding multiple elements.

Web Forms

• In the ?Import? tab of the Website Configuration, it is possible to specify a default value to modify the value of the ?eReceipt (by email)? field in the donors file.

Age group

• Age groups with a maximum of 150 will have a maximum of 120.

Bank Rejects

• When processing bank rejections, a token must be reactivated manually on the NetBanx website. Thus when selecting an operation that reactivates the token, the NetBanx webpage is opened and we are asked if the token has been reactivated manually.
• When processing a bank rejection, if selecting the operation ?Cancel all transactions? and indicating that no receipts should be cancelled, the bank rejections were entered as processed while they should not have been.

Clients

• The age displayed in a client or relation file did not take into account the date of death.

Electronic exportation

• Re-exporting an electronic file from the batches history no longer functioned.

eReceipts

• When generating electronic receipts, in the warning ?The (x) receipts already present in the ?Receipts to Be Sent? tab will be sent in addition to the receipts you have generated.? the number of receipts uselessly contains the printed receipts.

Transaction analysis and history

• When exporting integrated summaries to EXCEL, if the address had several lines, the value was (MEMO).

Transactions

• When adding a transaction from a client file, if there was a non beneficiary occasion set as default value, it was impossible to select a beneficiary occasion.

Clients

• Enlarged text boxes used for greetings in order to display multiple lines.

Receipts

• The label ?885-0 V bis A of CGI? has been modified by ?978 of CGI?.

Shortcuts

• When deactivating a client, if it is the main contact of a company, the ?Main contact? option will be unchecked in the relation. The option will also be unchecked if an end date is specified.

Customized lists

• In the eligible receipts cumulative custom lists, the eligible amount for the receipt was not calculated correctly for the invoiced transaction.

eReceipts

• Generating eReceipts , by grouping them as one receipt per donor/payment/reference did not produce the receipts.
• When updating Pending eReceipts, if the number of receipts was around 12 000, there was an error message from the web server.

Mailings

• In a transaction type mailing, if the Trx_Desig_gift_Cli_Lang field was used, there was a generation error.

Transaction analysis and history

• Custom fields did not have the right column title in integrated summaries.

General

• The "Restore Data" feature has been removed from the main menu because it has been deemed too dangerous especially since the introduction of the online donation (ProDon) and online registration (ProLoc) modules.

Electronic exportation

• Two new exportation recipes for Switzerland: IBAN (xml) and LSV (txt).

Export and merge

• In the details of an exportations recipe, it is now possible to include an SQL request to recover information usually inaccessible. .

Export and merge

• In an exportation, when fields are selected for a separation, data is now sorted these fields when exporting.

General

• A warning will be displayed when opening the application if the scaling is other than 100%.

Web Forms

• When replacing an occasion in the transaction or commitments section, if the new activities (code, type, participants options) are the same, they will not be deleted.

General

• There was an error setting up the toolbar when a filter was applied on the list of available buttons and then some were added and removed.

Web Forms

• When updating, image groups might be created in the back-office. If so, the new groups have been created because they are in use in a web form or on the home page.

Accounting data export

• New accounting data export added for the Expresso software.

Batchs

• It will now be possible to change a transaction from one batch to another, either from the transaction itself, ?Assign New Values? for a transaction or ?Assign New Values? for a batch. It will also be possible to retrieve transactions from their current batch and return them to the Transaction Management. A security access will be required in order to use this function.

Characteristics

• It is now possible to create file type characteristics. Possible values for this characteristic will be either documents or images.

Duplicate merge

• In System Preferences, a new option allows you to choose the order of the clients in the merging of duplicates.

General

• Added 2 groups of files in the database: one for the data and one for the index. It will be possible to manage, add and delete these files from ProTech.
• It is now possible to download your software key.

GL account importations

• New importation type to add, edit or delete GL Accounts.

Instant Payments

• It will be possible to refund an instant payment transaction made by direct debit.

Mailings

• Added a merge field in Master Documents for the countries name in the mailings language.

Payment methods

• It is possible to have an IBAN payment method pending in order to register the RUM, IBAN and BIC while waiting for the direct debit mandate.

SMS

• It is now possible to send mass SMS. The SMS module must be active to use this function.

Timesheets

• In the timesheets management, it is now possible to add timesheets for every employee the user has rights to validate a timesheet for.

Web Forms

• In a web form, the ?Real cost? tab will allow you to customize the wording under the activities and to use formulas in order to indicate to the donor the actual cost of their donation.
• In the Homepage Configuration, it is possible to configure Google Tag Manager.
• When saving a standard commitment activity for a web form and there is no minimum amount of $ 1, the message "The minimum amount can not be empty or $ 0 for a standard type activity when the total minimum amount of the section is empty or $ 0? will be displayed if the form does not contain a global minimum amount for the commitment section.

Accounting data export

• When transfering a batch, it is possible to specify the accounting data export to generate. In addition, once the transfer is done, it is possible to generate the accounting data export with a new template.

Batchs

• It is possible to create batch folders in the Folder management.

Characteristics

• When deleting a characteristic, the message indicating the characteristic is used in the system is now more detailed.
• The note in a characteristics is now a long text instead of a text of 255 character.

Clients

• Added a column for the greeting type in the different managements of the software. The column is ?Greeting - Type?.
• A field named ?LogiZone?? has been added to all tabs of the Client Management. This field lets you know if the client has a LogiZone account.
• The following columns have been added to the different grids in the software where a clients name appears: Company?, First name/Service, Last name/Company, Individual, Client (Last name, First name), Client (First name Last name), Company, Service, First Name and Last Name.
• With ProDon Junior, we are now limited to 1000 donators (clients with a transaction or commitment) instead of 1000 clients.

Commitments

• Improved performances when generating commitment transactions.
• The commitment type ?automatic entry? has been renamed ?Recurrent? and the commitment type ?By objective? has been renamed ?Planned?.

Countries

• The country ?Metropolitain France? is now merged with ?France?.

Customized lists

• In a mailings criteria for custom lists, it is now possible to specify several choices in the same criterion. The criterion will return any client with at least one mailing with one of the selected choices.

E-mail Blast

• 4 relation type Master document templates have been added as Email blast mailing examples.

eReceipts

• It is now possible to test-send eReceipts.

eReceipts history

• In eReceipts history, a filter will be applied permanently on the current organization.

Expenditures

• It is now possible to link an expense activity to many revenue activities.
• Untransferred expenses are not visible in Expenses History.
• The press buttons ?Transferred? and ?Not Transferred? have been added to the Expenses History.
• The expenditure tab found in the Transaction Management has been isolated in an Expenses Management. Also, the views, filters, reports and cross-analysis are now shared between the new Expenses Management and the Expenses History.

General

• In the Rich Text Editor, in the context menu, a new item was added to paste text as plain text (without format).

GL account

• GL Accounts have been merged with Accounting System Links. They will now use the GL Accounts terminology.

IBAN

• Added the SMNDA (Same Mandate, New Debtor Agent) mention in the SEPA file when the IBAN changes when the UMR (Unique Reference Mandate) stays the same.
• Transactions payed by IBAN can now be grouped by IBAN/BIC/UMR in the SEPA generated file.

Importations

• In client import options, the ?Extract the particle from the last name? option has been added.
• It is now possible to import csv files in UTF-8.
• It is now possible to import a contact for the canvasser, the third party and the linked clients in a client, prospecting, transaction or commitment importation by specifying the client number, a reference number or a complete name.

In Memoriam gifts

• When adding a person to notify in an ?in memoriam? donation, if other transactions have the same deceased but not the same person to notify, the user will be asked if they wish to add it to the other transactions.

Instant Payments

• The instant payment virtual terminal interface will be modified to use the new PaySafe API.
• In the ?To be validated? tab of the ?Instant payment? tab of the Transaction management, the ?Reason to validate? column is always the first column.
• A debit date has been added in the transactions. This date contains both date and time of the debit on the donors account or card. This date also corresponds PaySafe reconciliation report date.

Lists of verifications

• When adding a verification point to a checklist, if the user clicks the "Confirm and add" button, the section and value of the "Required" checkbox of the last verification point added will be brought back into the new verification point.
• When adding a verification point to a checklist template, if the user clicks the "Confirm and add" button, the section and value of the "Required" checkbox of the last verification point added will be brought back into the new verification point.

Mailings

• It is no longer necessary to specify a merge field in a Master document.

Master documents

• Improved the import of Master Documents Templates and Web Tools following an update.

Multi-organization

• The following columns will be hidden in all tabs if the user does not have acces to all organizations:
  - First tr. (occ.)
  - First tr. (act.)
  - First tr. (amt)
  - First tr. (date)
  - Last tr. (occ.)
  - Last tr. (act.)
  - Last tr. (amt)
  - Last tr. (date)
  - Average
  - Lifetime cumulative
  - No. of tr. lifetime
  - Cumulative comm.
  - Issued receipts cumulative
  - Eli. receipts cumulative
  
• For the following reports, the user will not be able to select a transfered batch generated by an organization to which he does not have access.
  - Batch transactions
  - Batch transactions (2nd format)
  - Deposit slip
  - Summary by GL account (With taxes)
  - Batch transaction summary
  
• Only the organization the user has access to will be listed in the drop down menus of the following management's, unless the user has access to only one organization. In this case, the drop down menu will not be displayed.
  - Item history
  - Expenses history
  - Commitments and prospecting history
  - Mailing history
  - Batches history
  - Participants history
  - Transactions history
  - History of transactions by deceased person
  
• When generating the ?List of items? report, a verification will be performed in order to insure the items selected for the report are used in transactions and expenses linked to an organization accessible to the user.
• In an item?s file, in the ?By Transaction? tab, a filter will be applied towards the organizations the user has access to.
• In the Client management?s advanced function ?Add Mailings?, the visible occasions will be limited to the current organization.
• In the options window of the ?Associated donors? report in Client management, the occasions will be filtered according to the organization the user has access to.
• In the options window of the ?History (Advanced analysis)? report of the Client management, the occasions will be filtered according to the organization the user has access to.
• The ?Delete Client and History? advanced function of the Client management will not permit a client to be deleted if the client has transactions, mailings, commitments, invoices, prospects or receipts from an organization the user does not have access to.
• In the options window of the ?List of Clients With Summary History? report of the Client management, a list of checkboxes with listing all organizations the user can access has been added to the ?Occasion? tab. In addition, the occasions drop down menu has been replaced by a list of checkboxes that will only list the occasions of the organizations selected previously.
• In the following client files, only the elements linked to the organizations the user can access will be visible.
  - Transactions
  - Commitments
  - Mailings
  - Prospecting
  - Invoices
  - Recognition program
  
• In the ?Summaries? tab, a list of checkboxes displaying the organizations the user has access to has been added. The summaries will be calculated according to the organizations specified.
• In a transaction type Master Document, when displaying an example, the list of selection will no longer display the transactions linked to organizations inaccessible to the user.
• In a Master Document, the occasion selection list for advanced analysis characteristics, will permit only the selection of occasions linked to organizations the user has access to.
• When selecting a filter using a dynamic list with criteria including transactions or commitments from organizations the user does not have access to, an error message will be displayed and no items will be shown in the grid.
• In Advanced analysis, only occasions linked to organizations the user has access to, will be displayed.
• When selecting a duplicate in an importation, only the transactions and the mailings linked to the organizations the user has access to, will be displayed.
• When generating a Master Document, if one of the selected Master Documents contains a summary and this summary includes transactions from an organization the user does not have access to, an error message will be displayed and the generation will be cancelled.
• When generating Master Documents, if a clients totals field (Last transaction, Lifetime cumulative, No. of tr. lifetime or Average donation) for one of the selected Master Documents was selected and the user does not have access to all the organizations, an error message will be displayed and the generation will be cancelled.
• When generating a custom report, if the report uses a summary and this summary includes transactions from an organization the user does not have access to, an error message will appear and the generation will be cancelled.
• In a summary, the Organization drop down menu will list the organizations the user has access to. The ?All organizations? option will be listed only if the user has access to all organizations.
• When editing a summary, if the user does not have access to all the organizations and the option ?All organizations? was selected or one organization the user does not have access to is selected, the Organization drop down menu will be read only.
• In the reports ?List of transactions by GL account? and ?List of transactions by accounting project? of the homepage, the transactions displayed will be those of the current organization.
• Recognition programs will be set by organization.
• In the Recognition program grid of a client file, a column will be added to the grid to display the name of the organization.
• In the Recognition program management, a filter will be applied on the current organization. New recognition programs will also be linked to the current organization.
• In a Recognition program, the list of occasions will be displayed according to the Recognition programs organization.

Occasions

• Reorganized the occasion and activity windows. The tab orders have been changed and some fields have been moved.
• It is now possible to configure folders in the Occasions management.

Online Donation

• Changes to the address block visuals moved and adapted wording as appropriate.

Participants

• Participant options are now characteristics. It is therefore possible to add as many as desired.

Periods

• When modifying dates in a period, custom lists and summaries using this period will now be modified at the same time.

Receipt importations

• It is now possible to import receipts at the same time as transactions.

Receipts

• Implementation of new regulations for corporate receipts. This regulation applies only to receipts from France.

Receipts thank-yous

• The ?Trx_Acc_Proj_Code? and ?Trx_Accounting_Project? merge fields have been added in the ?Transaction? section.

Region

• Added regions #2, #3 and #4 in the columns of the different grids where region #1 appears.

Relations

• It is now possible to configure the type and direction in the default values for adding a relation.

Reports

• It is now possible to generate custom reports in the transaction transfer window.
• The value of the ?Show cancelled transactions? option was not saved with the ?Batch transactions?, ?Batch transactions (2nd format)?, ?Deposit slip? and ?Summary by GL accounts (With taxes)? reports. In addition, this option is now taken into consideration when generating batch reports.
• The user SUPERVISOR can modify the title of a standard report. The default name will be used in the report selection grid, but the title documented by the SUPERVISOR will be printed in the report.
• The ?List of expenses? report has been migrated to Fast Report (the new report generator).
• The ?List of prospects? report has been migrated to Fast Report (the new report generator).
• The ?Commitment details by donor? report has been migrated to Fast Report (the new report generator).
• The ?Summary of Commitments by...? report has been migrated to Fast Report (the new report generator).
• The ?Transactions List? report has been migrated to Fast Report (the new report generator).
• The ?Transactions List (compact format)? report has been migrated to Fast Report (the new report generator).
• The ?List of issued receipts? report has been migrated to Fast Report (the new report generator).
• The ?Summary by GL accounts (With taxes)? report has been migrated to Fast Report (the new report generator).
• The ?List of items? report has been migrated to Fast Report (the new report generator).
• The ?History (Advanced Analysis)? report has been migrated to Fast Report (the new report generator).
• The ?Associated donors? report has been migrated to Fast Report (the new report generator).
• The ?List of Clients With Summary History? report has been migrated to Fast Report (the new report generator).
• The ?Batch transaction summary? report has been migrated to Fast Report (the new report generator).
• The ?Batch transactions (2nd format)? report has been migrated to Fast Report (the new report generator).
• The ?Deposit slip? report has been migrated to Fast Report (the new report generator).
• The ?Summary list? report has been migrated to Fast Report (the new report generator).
• The ?Annual statistics and frequency of transactions? report has been migrated to Fast Report (the new report generator).
• The ?List of relations? report has been migrated to Fast Report (the new report generator).
• The ?List of occasions and activities? report has been migrated to Fast Report (the new report generator).
• The ?Detailed list of countries? report has been migrated to Fast Report (the new report generator).
• The ?List of users and their access? report has been migrated to Fast Report (the new report generator).
• The ?List of users and their access? report has been migrated to Fast Report (the new report generator).
• The ?Summary list of tasks? report has been migrated to Fast Report (the new report generator).
• The ?Tasks? report has been migrated to Fast Report (the new report generator).
• The ?List of receipts? report has been migrated to Fast Report (the new report generator).
• The ?Occasion results? report has been migrated to Fast Report (the new report generator).
• In the ?List of transactions? report, the Deposit number has been added beside the Batch number.
• The GL account has been added to the ?Detailed client list? report for all transaction lists.
• Standard report numbering has been removed. It is still possible to sort them through the ?Type? column, to filter them to the top.
• In the ?Return on investment? report, the expenses amount will now be divided according to the mailing ratio for the different revenu activities linked to the expense. Thus, if an expense is linked to three activities with respectively 150, 350 and 500 mailings, the total expense will be divided according to the following ratios; 15% for the first activity, 35% for the second and 50% for the last. In the absence of a mailing, the total will be divided between the number of revenu activities linked to the expense.

Tasks

• In a task, the Reminder section was moved to the right of the beginning and deadline dates so it can be seen as soon as the window is opened.

Timesheets

• Added buttons to open tasks in the ?Time Sheets? tab of a client file.

Transaction importations

• Added an error message in the analysis of importations that attempt to import transactions for an activity by quantity with a unitary price of 0$, without specifying the quantity.
• It is now possible to specify the mobile phone, personal email and professional email for a participant in a transaction type importation.

Transactions

• It is now possible to specify the mobile phone, personal email and professional email of a participant in a transaction.
• It is now possible to view the items of a transaction when it is in Read Only or when the transaction has an invoice.
• When editing an instant payment transaction, either accepted or awaiting answer, only the payment method will be locked.
• It is possible to modify the donor of an accepted instant payment transaction where the receipt has not been issued.
• It is now possible to edit more information even when the receipt has been issued. It will now be possible to change deceased / persons to notify as well as the participants without needing to unlock the transaction.
• Views, filters, reports and Cross-analysis are now shared between Transaction management and Transaction history.
• When saving a transaction, if the amount of the receipt is inferior to the amount of the donation, the user must now enter a Benefit amount.
• In the ?Select a Client for a Transaction? window, the ?Relations? tab has been added. When a relation is selected from this tab, Client #1 is used as donor and Client #2 is used as the donor contact.
• It is now possible to cancel instant payment transactions in bulk, although no refunds will be issued.
• In Transaction management, the ?Institution name? column has been added to those available.
• When editing items in an existing transaction, and said transaction does not have a GL account, the item?s GL account is now entered in the transaction.

Transactions/Commitments

• When selecting a linked client 1 in a transaction or commitment, if more than one linked client 2 matches the automatic selection, the software will display the list of options instead of automatically choosing the first.

Update

• When updating the software, there is no longer an error when Word is not installed on the workstation doing the update. From now on, the update is completed and a button will allow to continue the update in the Export and merge to Word/Excel/Text window.
• In the Support Request window, it is possible to see if the software is up to date and call the Web Update tool.
• In the ?Select Documents to Be Sent to Logilys? window, if the application is not up to date, the present and available versions will be displayed. it will also be possible to call the Web Update tool.
• In the Support Request window, if you click on the ?Submit support request (www.logilys.com/support)? link and the application is not up to date, a message will ask if you wish to update the application.

Web Forms

• In a web forms activity, explanatory texts of the labels have been modified in order to better describe their function.
• In the homepage settings, an option named ?Extract the particle from the last name? has been added in the import options.
• It is possible to have a note containing only ?ENTER??s on a web form or on the homepage.
• HTML creation help menus have been added in the homepage and web form labels.
• In the notes of the Homepage, the following positions have been added: ?Above the web form sections? and ?Under the web form sections?.
• In the Homepage Configuration, a label named ?Homepage URL? will be added containing the URL of the page to display when clicking on the ?Home? line of the IMakeAnOnlineDonation site.
• In a web forms activity, it is possible to specify a display date as well as an expiration date.
• It is now possible to put an activity with a forced payment method in a web form. However, if you wish to perform several transactions, it is not possible to have different forced payment methods at the same time.
• For a checkbox type customization displayed as a radio button, it is now possible to specify the value "No" as the default value.
• When saving a web form that has no global minimum amount set in the transaction section, the minimum amount for all standard activities with no minimums will be automatically set to 1$.
• In a web forms commitment frequency, it is now possible to indicate the days that are to be displayed as the start date when the frequency is a weekly type.
• On the confirmation page of a web form, a button was added to consult the web receipt that was issued.
• On the confirmation page of a web form, a button was added to consult the Direct Debit Mandate that has been generated.
• When filling a Corporate type web form, the email label will be ?Professional email? and the confirmation label will be ?Confirm professional email?.
• When filling a Personal type web form, the email label will be ?Personal email? and the confirmation label will be ?Confirm personal email?.
• It is now possible to activate a customization with the ?In the Confirmation Section ? position.
• It is now possible to specify a group on a customization with the ?In the Confirmation Section ? position.
• It is possible to add notes with ?Under the group? and ?Top of group? positions. These notes must be associated to a web form group on the homepage.
• It is now possible to specify the home phone, work phone, mobile phone, personal email and professional email of a participant on IMAOD.
• In a web form, it is now possible to specify which participant information is required.
• Entering information for an instant payment will be done directly in the summary page of the web form. The interface will be in the colors of the theme.
• In the ?Settings? tab, of the ?Advanced options? tab in a transaction and commitments web form, the ?Display the suggested amounts? option has been added. The possible choices will be ?Drop Down menu? or ?Buttons?.
• Image groups are now bilingual.
• Various security enhancements in web forms.
• In a web forms payment method, it will be possible to indicate that a payment method is to be visible at all times. Thus, if the amount of the transaction is 0$ or more. This will not be possible for instant payment methods.
• Within a customization, a checkbox ?Display the customization in the confirmation email? has been added.
• In the ?Configuration? tab of the ?Advanced Options? tab, a checkbox with the ?Use the Free Address Block format? label was added to display a free address block by default.

Client importations

• When merging an imported client with an existing internal contact in the database, the internal contact was converted into a client, but the relation with the company could not be seen if viewed from the newly created client?s ?Relation? tab.

Custom reports

• When exporting customized reports to Excel, selected font were not used for the separation total labels.

Duplicate merge

• When merging duplicates, if the option to purge similar relations was selected, it was possible that in the client?s saved mailing history, some of the mailings were without a contact.

Mailings

• In a relation type mailing from the ?Client? tab of the Client management, if the ?Use the first relation if no relation of the right type is found? option was selected, it was possible to send a mailing to an inactive relation if a client?s first relation was set as such.

Occasions

• The button to add an activity from a transaction was available even if this access was not granted to the user through the Occasions management. This button is now inactive in this situation.

E-mail Blast

• In the systems preference ?E-mail blast? tab, it is now possible to use the client or contact language as merge field result.

eReceipts

• Added a new type of rejection for electronic receipts. The status ?bounce_??, ?unknown? for receipts that have not been sent by the courrielleur after 24 hours.

Instant Payments

• The ?Instant Pay. ID? column has been added in the Transactions management, Transactions history, Commitments history, and the ?Transactions?, ?Commitments? and ?Instant Payments? tabs of a client file.

Age group

• Age groups with a maximum of 150 will have a maximum of 120.

Bank Rejects

• When processing a bank rejection, if selecting the operation ?Cancel all transactions? and indicating that no receipts should be cancelled, the bank rejections were entered as processed while they should not have been.
• When processing bank rejections, a token must be reactivated manually on the NetBanx website. Thus when selecting an operation that reactivates the token, the NetBanx webpage is opened and we are asked if the token has been reactivated manually.

Characteristics

• In the ?Characteristics? tab of the client file (as well as any other place where one can find a characteristics grid); if the ?Separate the different characteristics groups in distinct tabs? display option was used and a characteristic was filtered through the search bar and then a client change occurred, the previous filtered information was taken into account when building the tab list according to the list of characteristics of the new client.

Clients

• The age displayed in a client or relation file did not take into account the date of death.
• There was a problem when restoring the position of tabs in a client file when all tabs except one were in the lower section. All tabs would disappear then reappear in the top section.
• When merging clients, if one of the clients had an end date in the ?canvasser inactive since? field, an error would appear.

Custom fields

• There was an ?access violation? when attempting to assign a value to a checkbox type custom field, via the clients Assignment of new values tool.

Duplicate merge

• When merging duplicates, if addresses were found as duplicates, the deleted address was removed instead of replaced within the transactions and commitments by the saved address. The address is now replaced instead of removed.

Electronic exportation

• Re-exporting an electronic file from the batches history no longer functioned.

eReceipts

• When generating electronic receipts, in the warning ?The (x) receipts already present in the ?Receipts to Be Sent? tab will be sent in addition to the receipts you have generated.? the number of receipts uselessly contains the printed receipts.
• In the Batch Processing: Receipts management, eReceipts tab, all transactions in the ?Receipts to be Issued? and ?Annual Receipts to be Issued? will be issued even if the email linked to the transaction was rejected.

Master documents

• When importing documents, certain merge fields were deleted following the importation.
• It was not possible to remove a summary in a master document if it was used as a calculated field in a different master document.

Transactions

• When changing the activity of a transaction through ?Assignment of new values?; if the activity was by quantity with a price of 0$ and the new activity is also by quantity with a price of 0$, the quantity was recalculated and set to 1. The quantity will no longer be modified is the amount is set at 0$.

Web Forms

• When editing an importation constant used in a web form, the value was not edited in the importation of said web form.
• There was an error when duplicating a web form with an importation constant linked to a transaction characteristic and an active commitments module.
• The option to bring back the default country in the Homepage Configuration was replaced by a systems preference option.
• The paiement generation function did not work on a web form in production status.

E-mail Blast

• When saving the result of a merging when mass mailing a single item, the original document saved on the drive is opened so it can be modified and saved.
• Henceforth, in client management, distribution list subscription or unsubscription from the ?Client / means of communications? tab is done through the grids means of communication.

Export and merge

• The ?Non_Formated_Client_No? merge field has been added when the ?Client_No? field is offered in the merge field list.

Receipts

• The label ?885-0 V bis A of CGI? has been modified by ?978 of CGI?.

Shortcuts

• When deactivating a client, if it is the main contact of a company, the ?Main contact? option will be unchecked in the relation. The option will also be unchecked if an end date is specified.

Customized lists

• In the eligible receipts cumulative custom lists, the eligible amount for the receipt was not calculated correctly for the invoiced transaction.

eReceipts

• Generating eReceipts , by grouping them as one receipt per donor/payment/reference did not produce the receipts.
• When updating Pending eReceipts, if the number of receipts was around 12 000, there was an error message from the web server.

Mailings

• In a transaction type mailing, if the Trx_Desig_gift_Cli_Lang field was used, there was a generation error.

Transaction analysis and history

• Custom fields did not have the right column title in integrated summaries.
• When exporting integrated summaries to EXCEL, if the address had several lines, the value was (MEMO).

Transactions

• When adding a transaction from a client file, if there was a non beneficiary occasion set as default value, it was impossible to select a beneficiary occasion.

Transaction analysis and history

• The ?eReceipt? column was renamed ?Online Donation receipt??.
• The ?eReceipt?? column was added. This column indicates whether the receipt of the transaction is an eReceipt generated by ProDon.

Web Forms

• With IMakeAnOnlineDonation importations, the ?Systematically use the imported address as default address and archive the old address? value, will be used by default.
• In the Web form Management, the menu item ?All Filtered Forms with the Production Status? in the ?Send to Production? section of the ?Send on the website? button, will be renamed ?All Filtered Forms with the ?Active? Status?. This way, it will be possible to send all web forms into production, even if they have not already been sent in production.
• In the Web form Management, the menu item ?All Filtered Forms with the Test Status? in the ?Send to Test? section of the ?Send on the website? button, will be renamed ?All Filtered Forms with the ?Active? Status?.

Activities

• In an activity, if the type of transaction was modified from ?Sale price? to ?Standard?, the participants were automatically deactivated. This is no longer the case.

Address importations

• In an address import, unexisting categories were not created even if the option was checked.

Addresses

• There was an error message when opening the software when there was a change of address to make.
• There was an error when editing the main address if the ?Address? tab had not been consulted.

Characteristics

• With a lite or standard license, it was not possible to save a characteristic when checking the ?Show in management grid? box.
• When mass assigning 0 to a numeric characteristic, the value was deleted instead of being set at 0.

Client importations

• There was an error when attempting to delete a means of communication via a client import by using the ?Always overwrite? option.
• During the detection of duplicates, if the criterion used a means of communication, 2 clients having no value for this means of communication were duplicated.
• When the ?Systematically use the imported address as default address and archive the old address? option was used, the default address was not changed with the address update.

Commitment importations

• When importing commitments, the thank you and email linked to the receipt were not imported. The problem has been fixed.

Customized lists

• The benefit amount for standard donations was not taken into account when making a custom list by transaction criteria on the eligible receipt amount.
• In a transaction type custom list, if the date function Y-X was used, the number of clients was always 0.

Mailings

• The Trx_Deceased merge field only returned the title when using the long greeting.
• When registering a new email from the client file, there was an error when opening the registration form.

Receipts

• When generating receipts, there was an error if the country description contained more than 40 characters.
• There was an error when generating receipts if a filter was applied on the ?Cum. receipt amt? field.
  
• When processing receipts to be issued, if filtering on the ?Cum. receipt amt? field and then generating receipts, there was an error message.

Transactions

• When selecting a client for a transaction, if the main address corresponds to two regions, a window would ask for which region to associate the address with. This window no longer appears as the region currently selected in the address is automatically entered.
• The main contact becomes the contact of the receipt when adding a transaction and a commitment if there is no contact for the receipt.

Web Forms

• In an invisible customization on a web form, it was not possible to specify the maximum length of a field. It is now possible to do so.
• When deleting an activity, the change in order was applied to both transaction activities and commitment activities.
• When editing the order of activities, the change in order was applied to both transaction activities and commitment activities.
• In a web form, there was an error when trying to change the order of transaction activities.
• When sending the web form information, the message ?Inactive choice for customization: ?? was displayed as soon as there was an inactive choice in the characteristic of the database.

Characteristics

• In client management, a new advanced feature has been added to add/edit/delete the default value of transactions characteristics specified in client files.

Activities

• In an activity, the drop down list for a receipts integrated thank-you is now deactivated when the activity does not generate receipts.

Address importations

• Added a warning when attempting to edit an archived address via the importation module.

Clients

• The ?Canvasser Contact? field has been added to the ?Client/Tasks? tab of the Client Management.

E-mail Blast

• It is now possible to use Courrielleur's web templates for mailings.
• In system preferences, buttons has been added to test the various email blast accounts.

Export and merge

• When exporting a very large amount of data to Excel, it was possible to have an ?out of memory? message. Exporting now uses very little memory.

Means of communication Import

• Added a warning when attempting to edit an archived means of communication via the importation module.

Online Donation

• By integration, when the option "Display in a table" is not activated and the option "The donor cannot edit the amount" is selected in the Validation tab of an activity, the drop-down menu for activity selection is disabled.

Participants

• In participants history, quick filter push buttons has been added to display "Transferred", "Untransferred", "Pending", "Received", "Beneficiaries", "Cancelled" and "Active" transactions.
• In participants history, a "Cancel" button as been added to cancel or reactivate a transaction.

Payment methods

• The checkbox to display and force the entry of a reference has been added for electronic payments

Web Forms

• It is possible to activate a customization positioned in the confirmation section.
• The ?Activity ID? column has been added to the activity grids of a web form.
• It is possible to add a client import constant for the relation.
• In a customization, when you click the ?Update options? button, if there is an inactive option, you will be asked if you wish to delete the inactive options from the list.

Campaigns

• When we clicked the default third-party client selection button and then typed the client number as default third-party client, the third-party was not retained.

Characteristics

• When adding a transaction characteristics in a client, there was an error message.
• The default value of a transaction characteristic was not assigned if the characteristic's option "Allow to specificy a default value for this characteristic for a client" was not activated.

Client importations

• An error occurred when importing fields "AddrRoad" or "AddrPointofCall" without importing field "AddrBuilding".
• An error occurred when the address was not associated to a Prodon field while the city, province, postal code and country were.
• There was an error while importing clients when attempting to insert a new address.
• When importing new clients, if the province column is present in the import and the country column is not, there was an error.
• When changing the first name, the name or the postal code in the "Suggestions" tab of the importation module and pressing the button to refresh the suggestions, the original information was reinstated and the suggestions were made from this information.
• When importing clients and the importation contained means of communication but there was no value specified for this means of communication, the clients did not import.

Clients

• An error message was showing when emptying default values for clients.
• If a region was defined in default values, it was not assigned when adding a client.
• In a client file, the ?Tasks? tab would reappear at opening, even if it had been specified that it was not to appear anymore.
• An error was showing when opening a client file if "Include third-party transactions" was activated in the "Summaries" tab.
• In ?Assignment of new values - clients?, if there were more than 100 canvassers in the database, the selected item in the selection window was not brought up front.

Commitments

• In commitments history, the default address of the client file was displayed, it is now displaying the address of the commitment.
• When generating transactions for commitments with items, the installment amount was used as receipt amount rather than the sum of of the eligible amounts of the different items.

Duplicate merge

• When merging duplicates, single-valued characteristics were not always displayed in the right columns of the grid.
• There was a display problem with the results of ?Yes / No? type columns.

E-mail Blast

• When adding emails to a mailing list, the wrong suppression list was used to validate that the email was not included in the list. There exists 2 suppression lists, one for email blasts and one for e-receipts.
• When registering an email with a client or a relationship whose same means of communication was archived, this message was posted unnecessarily ?Caution! This email is archived, would you like to subscribe this email anyway??.
• In the "Update mailing list subscriptions" screen, a rejeted email would appear as unsubscribed even if it was not the case.
• The Env_No_Env_Sans_Espaces and Env_No_Env_Avec_Espaces fields did not include the activity number of the mailing.

eReceipts

• The status of existing mailings will now be updated before rescheduling the mailing. This would cause errors when the status was not updated in ProDon.
• When generating ereceipts for both french and english, mailing of french receipts included english emails with an invalid hyperlink to the receipt.
• When updating the status of e-receipts, there was an error if the mailing was archived.
• If a "Update eReceipts status" synchronization was done more than once for a mailing with rejected emails, the field "Rejected email" was cleared.

Filters and views

• It was not possible to select a view or filter on opening.

Importations

• As of now, internal contacts wil not be displayed as "Suggestions".
• There was an error when editing a means of communication in an import line containing a country.
• An error occured during data analysis if a transaction was missing information for a participant.
• When importing characteristics, if attempting to import a start date for a characteristics with an inactive start date, the displayed warning was not the correct one.

Instant Payments

• As of now, is not possible to cancel an instant payment transaction from another organism (when mutliorganism module is present)
• When creating an instant payment profile, an error occured if the addresss contained characters not supported by PaySafe.
• When generating commitments transactions, if a commitment is configured with an instant payment profile and missing the token, transactions will be added to "To be validated" tab and showing the error message "Transaction has no token assigned"

Invoices

• When invoicing a client for multiple transactions with different contacts or addresses, the first invoice total amount was correct but not the following ones.

Mass mailing

• Merge fields « Trx_Deceased" and "Trx_Notify" were not using the title based on the language of the donor.

Occasions

• When duplicating an occasion which code contains the maximum number of characters allowed, the error message "Record already exists; save cancelled" was displayed.

Participants

• In the participants history, the default address of the client file was displayed, it is now displaying the address of the transaction.

Payment methods

• It was no longer possible to change the payment method.
• If a payment method was assigned to a web form, the "Beneficiary transaction" option of that payment method was activated.

Receipts

• When previewing a standard receipt, there was an error message.
• For France standard receipt, the mass mailing address was always used as the thankyou address.
• It was not possible to specify a reason for cancellation when reissuing a receipt.
• In paper receipt preview, "Date :" was showing twice.

Region

• When deleting a regions definition whose country was empty and whose region was also empty, there was an error message.
• There was an error when opening the Automation management by postal codes.
• When editing the definition of a region whose country was empty, the region would be emptied.

Relations

• In a relation file, it was not possible to click on the button to open the file of client #2 even if the visibililty of clients was activated in system preferences.
• In a relation, it was impossible to delete a contact from the first client of the relation if the second client was an internal contact.
• When adding a relation, it was not possible to modify client 2.

Reports

• An error occured when activiting canvasser options in report « 2.Commitments summary by ... » in commitments history.

Search bar

• In the search bar, if we used the window to apply a filter on a date field and we selected a date function (ex: mp, wc, yp), it was the fonctions description that was written in the box rather than it?s code.

Task importation

• When importing tasks, there was an error when trying to import users for the "Assigned to", "Visible by" or "Editable by" columns.
• When importing text characteristics that allow multiple values (use of -1, -2, -3, etc.), there was an error in the analysis.

Tasks

• The task characteristics special filter in the Client Management "Clients / Tasks" tab would filter the tasks of clients with at least one task with the requested characteristic rather than filtering the tasks with the requested characteristics only.
• In User Preferences, selecting the default task deadline type was not functional when adding tasks.

Transaction importations

• As of now, a transaction with a negative receipt amount cannot be imported.

Transactions

• In Transaction history, the default address of the client file was displayed, it is now displaying the address of the transaction.
• In History of the transaction per deceased person, the default address of the client file was displayed, it is now displaying the address of the transaction.
• There was an error when the client address was edited while adding a transaction.
• In Transaction Management, the button to cancel a transaction was inactive if you did not have the security to cancel a receipt rather than security to cancel a transaction.

Users

• When duplicating ?My view? by using a users ?Duplicate? function, the new views ?Visible by? and ?Editable by? columns were assigned to the user who had performed the duplication rather than the owner of these new views.

Web Forms

• As of now, is it not allowed for two users to import web transactions simultaneously.
• It was not possible to select a relations characteristic in the Import Constants section of a Web Form.
• In addition, when editing a date type constant and saving, the value brought back was 0 if the value had not changed.
• It was impossible to save a date value if our date format in the application was yyyy/mm/dd.
• As of now, it is possible to display a pending payment method on a web form if the total amount is 0$.
• The default value for customazitions with a drop list was not working on web forms.
• The ?Go to the Website? button was not available in ?Edit/View Web Form? if the Web Form did not have the ?Active? status.
• When adding a Label Group from a Web Form, it was not possible to duplicate the information from another Label Group.
• The button to auto-fill web forms with the data of the selected client, displayed archived means of communication.
• As of now, it is not possible to add, in the transaction section of a web form, a customization validated as a postal code using the donor's country if the personal information section is positioned after the transaction section.
• If the option "Use different social network than the one on the homepage" was not activated, the title was always showing the organization's name instead of the titlle defined for the homepage.
• If commitments are activated in a web form but not the transactions, it is now allowed to position the transaction section of the web form before the personal information section.
• In customizations, option "Select the country customization" of the "Validation and Activation" tab was available even if it was read-only.

Addresses

• Addition of a security to allow a user to view and edit an address reference.

Filters and views

• When we force a view to a user, we can now deactivate the search bar and the View/Filter bar.

General

• The brand new Logilys Support Centre is now available in this version. The support requests will now be completed from it. All requests done on the old Support Centre will still work.

Means of communication

• Addition of a security to allow a user to view and edit a means of communication's reference.

Securities

• Addition of the security "Allow the display of the detail grid in the different managements" in order to allow the display of the detail grid in the different managements.
• Addition of a security to allow the use of the "Duplicate" function in edition.

Addresses

• When editing the default address from a client file, we ask to the user if they want to archive the old address. If the user says yes, a new address is created. This new address was not having address categories. From now on, the archived address categories will be copied in the new address.
• Now, the user has the possibility to move the means of communication in a change of address.

Commitments

• In the commitment generation window, it is possible to select several activities in order to filter commitments.

Custom reports

• It is now possible to use a summary in a custom report while doing a gathering.

Means of communication

• The preferred means of communication now automatically become the means of communication by default for their respective types.

Relations

• A system preference has been added to allow the addition of a client directly from the window of a relation without passing by a client file.

Characteristics

• The characteristics with the visibility on a precise user or a precise group were not visible by the SUPERVISOR when that account should always be able to view everything.
• There was an error when duplicating the securities of a characteristic.
• At the opening of the edition of a characteristic, if no group was selected and that the characteristic was having a group by default, this group was automatically selected and the save icon was highlighting, even if we were in read only.
• When attempting to add a value to a characteristic permitting only one value per item and that value was already documented for this item, there was an error when attempting to add this second value.

Client importations

• When importing clients, we were prioritizing the active addresses when we were searching among existing addresses.

Clients

• In the "Mailings" tab of the client file, the "Commitment" pushing filter was visible when the commitment module was not active.
• The couple greeting of the client file was editable.
• We were seeing the "Employee" tab in a client file even when we were not having the "Time Sheets" module.
• The spouse merge fields were not replaced in the custom greetings.
• When editing a client?s city when an automation for the postal code was in place, instead of asking if an automation for this new city was wanted, the city of the automation in place was selected again.

Commitments

• The push buttons "Actives" and "Inactives" have been renamed "In progress" and "Ended".

Debit Mandate

• It was not possible to edit the texts for debit mandate.

Document to issue

• When generating a master document of transaction type for which the option "Do not this document for transactions coming from IMakeAnOnlineDonation.org" is checked, we were getting an error message.

E-mail Blast

• When merging clients, it was possible that the link between the mailing list registration and the client may be broken after the merge.

eReceipts

• When synchronizing pending emails, it was possible to change the email status "Completed by a user" by "Rejected".
• There was an error in when generating more than 100 eReceipts at a time.

Expenditures

• When creating an expense with a tax group containing no tax (Tax-free), the column "Actual Cost" was not displaying information in the expense grid.

General

• When upgrading to the version 5 of ProDon, the "Master" button was disappearing from the shortcut bar of the homepage.

Importations

• In the importation module, the manually done associations were breaking when changing the files to import.
• The button to import transaction in the transaction management was always active. From now on, the user will need the view access on the importation management to be able to use this button.

In Memoriam gifts

• There was an error when generating the "Gifts in memory of..." report when the start date was earlier than 1900-01-01.

Invoices

• On the invoice report, the service was displayed twice for a company.

Mass mailing

• The contact's title was not displayed in the merge field "IMG_Donors" for the "In memoriam gift" mass mailing.

Master documents

• When we were duplicating a "Memoriam" master document, the "IMG_Donors" merge field configuration was not copied.

Means of communication

• In a relation, from now on we do not display the archived means of communication which are in origin in the means of communication of the relation's second client.
• Phone numbers were no longer formatted when the country and the address were empty.

Occasions

• When duplicating an occasion linked to a GL account which was not included in a GL group, the GL account was not duplicated.

Participants

• There was an error "Field 'CliNo' not found" when the column "Client No" was not displayed in the Item history.

Relations

• We were not changing the position of a relation when it was having an end date earlier than the current date.
• Addresses without a country were no longer listed in the dropdown menu of a relations addresses.

Securities

• The "Add values in the 'Text template type' list" and "Delete values in the 'Text template type' list" securities were displaying the number "2" in place of the "Yes" and "No" values in the "Access" and "Group access" columns.
• The user securities were not correctly duplicated.

Tasks

• A security was missing to allow the massive addition/edition/deletion of characteristics in the tasks.
• In a task file, there was the "Time Sheets" tab even if we were not having the module.
• From now on, the button to open the reference file of a task will be hidden when the user will not have the edition access to this task (Editable by).
• The button to add a type of task from a task was not actif at opening.

Timesheets

• In the Time Sheets history, there was an error when accessing time sheets from the "Expenses" tab.

Transaction analysis and history

• There was an error at the closing of the transaction history when an integrated summary was applied on a custom field or a characteristic.

Transactions

• From the "Transactions" tab of client file, the buttons to add, edit or delete a transaction were always activated according to the transactions management even when the transaction was transferred. Now, the buttons will be activated according to the security of the transaction history for transferred transactions.

Web Forms

• It was possible to send a form without payment method to $0 when the payment section was not displayed.
• In the homepage configuration, when editing the address value for the IMakeAnOnlineDonation importations, the value was not brought back in the existing importations.
• When there was no instant payment method, if the checkbox "Use eReceipts for an instant payment" was checked before the deletion of the last instant payment method, it was not possible to uncheck this box.
• It is not possible anymore to establish a default amount to a standard activity if the payment information is not displayed.
• It is not possible anymore to send an activity by quantity with a unit price different of $0 if the payment information is not displayed.
• There was an error when adding an Import constant in a web form.

Advanced analysis

• In an advanced analysis template, when a ?Cumulative? type column is added and a filter is applied on a list of activity codes, as soon as more than one code was selected, the amount was set to 0$ on all lines of this column for that report.

Duplicate merge

• There was an error when attempting to change the default address.

Titles

• When merging titles (advanced function), the dropdown menu did not always display the list corresponding with the titles merged in the ?Result? column.

Addresses

• Integration of the AddressComplete solution of Canada Post. Caution, there will be fees to foresee from Canada Post.
• Addition of a notion for address validation. A box to check will allow to indicate if an address have been validated.
• Add a reference number in addresses which will mainly be used when importing addresses.

Characteristics

• Improving of characteristic securities:
  - The characteristics are now visible in the security grid of a user file.
  - A "Manage accesses for this characteristic" option has been added in a characteristic to indicate if we want to allow to manage the accesses for this characteristic.
  - In the characteristic, the "Person in charge" and "Visibility" tabs have been merged together to give the "Securities" tab. Also, the display has been reviewed to display A E D V as in a user file.
  - A new access C (Complete) has been added for the characteristic securities. This access allows to edit the end date of a characteristic even if we do not have the E (Edit) access.

Clients

• Addition of securities to prevent the edition of different section of the "Main Info" tab of the client file: Identification, Division/Sector, Commentary, Photo.

General

• The application folder structure has been edited to allow a better security management by user. Furthermore, the path is now configurable for all record folders (e.g.: clients, tasks, etc.).

Means of communication

• Addition of a reference number in the means of communication which will be mainly used when importing means of communication.
• Addition of a validation notion for means of communication. A checkbox will allow to indicate if a means of communication have been validated.
• Addition of an advanced function for assigning new values for means of communication.
• It is now possible to make an address required for a particular mean of communication type.
• It is now possible to specify some possible address categories for a mean of communication type.

Securities

• The "Allow the "Go to" when an edition file is opened without passing by its management" has been added.
• Addition of a Yes/No security by report for the purpose of managing the users able to generate it.
• Addition of a security to prevent a user to edit the family, the type, the subject and the priority of a task which was not created by them.

Addresses

• In the "Addresses" tab of system preferences, an option has been added to automatically assign the current day date in the start date when adding an address.
• Addition of 2 securities about addresses:
  -Allow to view the "Addresses" tab in the client file
  -Addresses management
• In the management grids where we were displaying the country, there are 2 new fields: "Country (2 letters)" and "Country (3 letters)".
• In all windows where we were able to enter a country, it is only possible to select among the active country list of the country management.
• It is now possible to massively assign a city, a province and a country to an address from the "Clients/Addresses" tab.

Back Office

• In the back office, it is now possible to choose the color of the links.
• In the back office, when adding a picture, it is possible to crop it.
• In the back office, the tool for selecting color has been edited.
• In the back office, it is now possible to duplicate a picture group.
• In the back office, it is now possible to duplicate a theme.
• In the picture group of the back office, it is now possible to select a background picture by device type.
• It is now possible to cancel changes done to a theme.
• It is now possible to cancel changes done to a picture group.
• In the back office, the pictures have been divided in tabs for a better understanding.
• In the back office themes, a chart has been added to see our utilization in test and in production.
• In the picture groups of the back office, a chart has been added to see our utilization in test and in production.

Bank Accounts

• In a bank account, it is now possible to specify to which organization we want to associate it.
• In a bank account, it is now possible to specify if this account is the default account of the organization.

Characteristics

• In a characteristic file, the checkboxes "Required start date" and "Required end date" have been added.
• Addition of the date and the characteristic's creator for characteristic values.
• In a characteristic of "List of options" type or "Predefined option list" type, it is now possible to deactivate these options.
• In the characteristic tabs, the button to add a characteristic will be deactivated if the user does not have the access to add for at least one characteristic.
• In the characteristic tabs, the button to add a characteristic group will be deactivated if the user does not have the access to add to all characteristics of a group.
• In the characteristic tabs, the button to remove a characteristic group will be deactivated if the user does not have the access to remove for all characteristics of the group on which the user is positioned.
• In the characteristic tabs, the button to remove a characteristic will be deactivated if the user does not have the access to remove the characteristics on which the user is positioned.

Clients

• In the selection window of a client, when adding a transaction, if we do a search on the "Service" field and we add a client, the service field is filled with the information entered in the search field.
• In the selection window of a client, when adding a transaction, if we do a search on the "Company" field and we add a client, the compagny field is filled with the information entered in the search field.
• In the selection window of a client, when adding a transaction, if we do a search on the "First Name" field and we add a client, the first name field is filled with the information entered in the search field.
• In the selection window of a client, when adding a transaction, if we do a search on the "Name" field and we add a client, the name field is filled with the information entered in the search field.
• The "Go to" button of all files will be deactivated if the user is not having the "V" access of the management security.
• The "Task history" button of the client file will be deactivated if the user does not have the "V" access of the "Task management" security.
• The "Check for duplicates" of a client file will be deactivated if the user does not have the "V" access of the "Client management" security.
• The "Go to file of..." in the section of the address in the "Main Info." tab in client file will be deactivated if the user does not have the "V" access of the "Client management" security.
• The "Go to client file" in the means of communication section in the "Main Info." tab in client file will be deactivated if the user does not have the "V" access of the "Client management" security.
• Addition of a security to allow the edition and viewing rights on the client's reference number.
• Addition of a security to allow the edition and viewing right on the client's date of birth and the client's age.
• Addition of different securities allowing to hide different tabs in the client file and a security allowing to prevent the edition of information in these tabs.
• Now, in the client file's relation tab, when sending email, the email selection window will contain all relations of this client.

Countries

• In the country management, it is now possible to indicate which countries will be used in the software and which ones will be the favorites. The favorite countries will be displayed first in the country drop-down lists.
• It is not possible anymore to add or remove a country from the country management. The list is now managed from the LogiZone.

Customized lists

• A security has been added to specify if we can add, edit, view or delete a custom list.

Electronic exportation

• The electronic exportation type is now specified by payment method and organization.

General

• The software is now compatible with the time format on 12 hours instead of 24 hours (e.g. 10h15 PM for 22:15)

Importations

• In the edition window for loaded data, the fields having a different value on the left (online enter information) and on the right (database information) will be highlighted, which will allow to identify more easily the information to validate.
• In the "Suggestions" tab of the loaded data edition window, there is now a row by address/client. So, it is now possible to select a client as duplicate in the "Suggestions" tab, even if this client is already identify as a duplicate in the "Duplicate" tab, which allows to select a different address, but to keep the same client as duplicate.
• Asterisks have been added in the title of the "Suggestions" tab when there is something in it.
• When importing, the message saying that the lines with a red status will not be imported is not displayed when no red lines were filtered.
• It is now possible to fill the "Number of employees" field from importations.

Instant Payments (PaySafe)

• When cancelling an accepted instant payment transaction, we ask if we want to do a refund on PaySafe or only cancel the transaction.

Lists of verifications

• Add a specified mode in the validation lists.

Management grids

• In the securities of a user, the security "Exploration and merge (Management grid)" has been added for the purpose of specifying if we can do an exportation and merge from the management grid.
• In an update window, the button "Go to" is now limited to the items included in the forced view of the management when the update window is opened from the management.

Mass mailing

• Addition of the preferred phone extension among the mass mailing merge fields.

Means of communication

• Addition of a security for the "Means of communication Management".
• In the system preferences' "Means of communication" tab, an option has been added to assign automatically the current day date in the start date when adding a mean of communication.

Relations

• The "Go to client file" button of the 2 clients in a relation file will be deactivated if the user does not have the "V" access of the "Client management" security.
• The "Go to client file" in the Relation tab of the client file will be deactivated if the user does not have the "V" access of the "Client management" security.

Reports

• Add option in the report "Gift in the memory of...": Vertical spacious mode, Portrait/Landscape Orientation, Configurable labels, Positioning of the transaction note.

Search bar

• The user preference allowing to indicate if we want to view the search bar by default has been removed. Now, the search bar will be visible at the first opening and it will remember its last state.

Securities

• The "Planned task management (restricted access)" has been removed.
• The "Allow to edit the task reference (Not applicable when adding a task)" security has been added to allow to add, edit and remove the references of a task.
• A security named "Warning management" has been added to manage the warning accesses.
• A security named "Reissue receipts" has been added.
• The "Cancellation/Reissuance of receipts" security has been renamed "Cancel Receipts".
• A security named "Make a Skype Call" has been added to allow to push on the "Call with Skype" button of the client management.
• A security named "Send an email" has been added to allow to push on the buttons to send email in the application.
• A security named "Display the website in the browser" has been added to allow to push on the "Open this Internet page in the browser" buttons.
• A security named "Send client information or relation information to in internal contact" has been added to allow to push on the "Send this relation information by email" buttons.
• A security named "Do Mass Mailing" has been added to allow to push on the mass mailing buttons.
• A security named "Manage the email registration to distribution lists" has been added to allow to register emails to distribution lists.
• A security named "Merge duplicates" has been added to allow to merge clients.
• A security named "Communicate with an external tool" has been added to allow to push on the "Internet Utility" buttons.
• Now, it is possible to change the accesses of users even if they are in a group. So, it will be possible for a security to give more or less accesses for a user in particular.

Selection lists

• It is now possible to have saved views and saved filters in the selection lists.

Tasks

• In the task types, it is possible to document the default values for the accessibilities "Assigned to", "Visible by" and "Editable by".
• In the securities of a user, the security "The task file's "Accessibility" tab" has been added to display or not the "Accessibility" tab.
• In the securities of a user, the security "The task file's "Documents" tab" has been added to display or not the "Documents" tab.
• In the securities of a user, the security "The task file's "Linked tasks" tab" has been added to display the "Linked tasks" tab.
• In the securities of a user, the security "The task file's "Verification lists" tab" has been added to display the "Verification lists" tab.
• In the securities of a user, the security "The task file's "Characteristics" tab" has been added to display the "Characteristics" tab.
• In the securities of a user, the security "The task file's "Time sheet" tab" has been added to display the "Time sheet" tab.
• Addition of new values assignation for tasks in the Clients/Tasks tab of the client management.
• In the "linked tasks" of a task, buttons have been added to display task multiple references or only the main reference.

Transactions

• The buttons to cancel transaction will now be deactivated if the user does not have the "Cancel transaction" security.
• In the transaction management, the "Beneficiary" tab has been added for the purpose of dividing the collected electronic transactions and the beneficiary electronic transactions.
• In the transaction management, the "Electronic" tab has been renamed "Collected Electronic" for the purpose of dividing the collected electronic transactions and the beneficiary electronic transactions.
• In the transaction history, it is possible divide transactions.
• In the "Transactions" tab of the client management, it is possible divide transactions.

Users

• In the security grid of a user file, we display the group accesses as well as the one of the "All users" group. Also, a new option "Allow to redefine the accesses in the users of this group" has been added. If we allow to redefine the accesses in the user, the it will be possible to add an access which the group does not have or remove an access that the group is having.
• From the "File/Copy user preferences" menu of the homepage, it is now possible to duplicate the forced views and the "My view" views of a user.
• When duplicating a user, it is now possible to duplicate the shortcut bar of the homepage, visual preferences, forced views, the "My view" views and the other user preferences.

Web Forms

• In the client management, the "Fill a web form with the information of this client" button allows to choose the means of communication and the address before opening the web form.
• It is now possible to put an importation constant in a web form for the start dates and the end dates of different characteristics where the start date or the end date is active.
• The importation constants of the characteristics type and custom fields type have been merged with importation fields.
• The "Go to the Test Website" and "Go to the Production Website" buttons have been merged and have changed picture.
• The "Send to the Test Website" and "Send to Production Website" buttons have been merged and have changed picture.
• It is now possible to send website configuration in test and in production from the website configuration.
• It is now possible to put the website in maintenance from the homepage configuration.
• It is now possible to get to the website from the homepage configuration.
• All "Add/edit theme" buttons have been removed. However, it is now possible to get to the back office from the "Go to website" button.
• The "Configure your website" button has been renamed in "Homepage configuration".
• The "Position of the transaction section" option has been moved in the "Form configuration" tab.

Activities

• The asterisks were not appearing on the "Characteristics" tab in an activity file when at least one value was documented for a characteristic.

Addresses

• When we were changing an address' postal code, we were immediately asking if we were wanting to add an automatism for the new postal code but with the old address and the old province. Now, we ask if you wish to add automatisms when saving the client or the address.

Bank Rejects

• It is not possible anymore to get to bank rejects if we were having the online donation module without having the electronic transaction module.

Clients

• By clicking on the button to send an email to a relation, from the "Relations" tab of the client file, a menu display for the purpose of selecting the email address to which the email must be sent. Now, in this list, the origin of each email is identified between parentheses.

Document to issue

• In the batch process of document to issue, we were not seeing the inactive master documents in the mass mailing window when it was impossible to generate those documents. Now, we display the inactive documents and we filter only the checked documents.

Importations

• Correction of an error when opening a client file from the suggestions when there were no specified duplicates.

Means of communication

• In the update relation file, if there were means of communication with the right origin and marked as the default mean of communication, and if there was another mean of communication of the same type with the right origin which order was inferior, then they were not displayed in fast mode.
• The prefix for the preferred phone extension (ext.) was not translated depending of the displayed language in the different management grid of the software.

Occasions

• It was possible to save an occasion with an existing code.

Receipts

• When configuring the template for receipt to use, we had to choose between Word and Standard. If we were choosing Word, it was possible to confirm without selecting a master document. Now, we force the user to select one.

Tasks

• The task summary in the main screen was containing all the tasks of the database when we were connected with the SUPERVISOR account.

Web Forms

• When importing a web form, the choice of characteristics of the relation's list of options was not importing.
• In a web form, it was not possible to select the position of the transaction page in the form if the commitment module was not activated.
• The sorting order for the web form notes is now taking into account the sorting order of the associations for being able to follow the display order on the web form.

Characteristics

• In client management, a new advanced feature has been added to add/edit/delete the default value of transactions characteristics specified in client files.

Clients

• The ?Canvasser Contact? field has been added to the ?Client/Tasks? tab of the Client Management.

E-mail Blast

• In system preferences, buttons has been added to test the various email blast accounts.
• It is now possible to use Courrielleur's web templates for mailings.

Participants

• In participants history, a "Cancel" button as been added to cancel or reactivate a transaction.
• In participants history, quick filter push buttons has been added to display "Transferred", "Untransferred", "Pending", "Received", "Beneficiaries", "Cancelled" and "Active" transactions.

Payment methods

• The checkbox to display and force the entry of a reference has been added for electronic payments

eReceipts

• The status of existing mailings will now be updated before rescheduling the mailing. This would cause errors when the status was not updated in ProDon.

Characteristics

• The default value of a transaction characteristic was not assigned if the characteristic's option "Allow to specificy a default value for this characteristic for a client" was not activated.

Client importations

• An error occurred when importing fields "AddrRoad" or "AddrPointofCall" without importing field "AddrBuilding".
• An error occurred when the address was not associated to a Prodon field while the city, province, postal code and country were.
• During the detection of duplicates, if the criterion used a means of communication, 2 clients having no value for this means of communication were duplicated.

Clients

• An error message was showing when emptying default values for clients.
• If a region was defined in default values, it was not assigned when adding a client.
• An error was showing when opening a client file if "Include third-party transactions" was activated in the "Summaries" tab.

Commitments

• In commitments history, the default address of the client file was displayed, it is now displaying the address of the commitment.

E-mail Blast

• In the "Update mailing list subscriptions" screen, a rejeted email would appear as unsubscribed even if it was not the case.

eReceipts

• If a "Update eReceipts status" synchronization was done more than once for a mailing with rejected emails, the field "Rejected email" was cleared.
• When generating ereceipts for both french and english, mailing of french receipts included english emails with an invalid hyperlink to the receipt.

Importations

• As of now, internal contacts wil not be displayed as "Suggestions".
• An error occured during data analysis if a transaction was missing information for a participant.

Instant Payments

• As of now, is not possible to cancel an instant payment transaction from another organism (when mutliorganism module is present)
• When creating an instant payment profile, an error occured if the addresss contained characters not supported by PaySafe.
• When generating commitments transactions, if a commitment is configured with an instant payment profile and missing the token, transactions will be added to "To be validated" tab and showing the error message "Transaction has no token assigned"

Invoices

• When invoicing a client for multiple transactions with different contacts or addresses, the first invoice total amount was correct but not the following ones.

Mass mailing

• Merge fields « Trx_Deceased" and "Trx_Notify" were not using the title based on the language of the donor.

Occasions

• When duplicating an occasion which code contains the maximum number of characters allowed, the error message "Record already exists; save cancelled" was displayed.

Participants

• In the participants history, the default address of the client file was displayed, it is now displaying the address of the transaction.

Payment methods

• If a payment method was assigned to a web form, the "Beneficiary transaction" option of that payment method was activated.

Receipts

• In paper receipt preview, "Date :" was showing twice.
• For France standard receipt, the mass mailing address was always used as the thankyou address.

Relations

• In a relation file, it was not possible to click on the button to open the file of client #2 even if the visibililty of clients was activated in system preferences.
• When adding a relation, it was not possible to modify client 2.

Reports

• An error occured when activiting canvasser options in report « 2.Commitments summary by ... » in commitments history.

Titles

• In title merging, the gender and number options were incorrect.
• When creating an existing title, the error message "Missing language" was displayed. It has been replaced by "This title already exists"

Transaction importations

• As of now, a transaction with a negative receipt amount cannot be imported.

Transactions

• In Transaction history, the default address of the client file was displayed, it is now displaying the address of the transaction.
• In History of the transaction per deceased person, the default address of the client file was displayed, it is now displaying the address of the transaction.

Web Forms

• If commitments are activated in a web form but not the transactions, it is now allowed to position the transaction section of the web form before the personal information section.
• The default value for customazitions with a drop list was not working on web forms.
• As of now, it is possible to display a pending payment method on a web form if the total amount is 0$.
• If the option "Use different social network than the one on the homepage" was not activated, the title was always showing the organization's name instead of the titlle defined for the homepage.
• In customizations, option "Select the country customization" of the "Validation and Activation" tab was available even if it was read-only.
• An error occurred when duplicating a web form for a commitment was activated and it had a frequency defined with an amount with decimals.
• As of now, it is not possible to add, in the transaction section of a web form, a customization validated as a postal code using the donor's country if the personal information section is positioned after the transaction section.
• As of now, is it not allowed for two users to import web transactions simultaneously.

Addresses

• There was an error message when opening the software when there was a change of address to make.

Customized lists

• The benefit amount for standard donations was not taken into account when making a custom list by transaction criteria on the eligible receipt amount.

Mailings

• The Trx_Deceased merge field only returned the title when using the long greeting.
• When registering a new email from the client file, there was an error when opening the registration form.

General

• The brand new Logilys Support Centre is now available in this version. The support requests will now be completed from it. All requests done on the old Support Centre will still work.

Commitments

• The push buttons "Active" and "Inactive" have been renamed "In progress" and "Ended".

E-mail Blast

• When merging clients, it was possible that the link between the mailing list registration and the client may be broken after the merge.
• There was an error if we were deleting an email registered to an archived mailing list in a client file.

Expenditures

• When creating an expense with a tax group containing no tax (Tax-free), the column "Actual Cost" was not displaying information in the expense grid.

Invoices

• On the invoice report, the service was displayed twice for a company.

Occasions

• When duplicating an occasion linked to a GL account which was not included in a GL group, the GL account was not duplicated.

Participants

• There was an error "Field 'CliNo' not found" when the column "Client No" was not displayed in the Item history.

Web Forms

• When there was no instant payment method, if the checkbox "Use eReceipts for an instant payment" was checked before the deletion of the last instant payment method, it was not possible to uncheck this box.
• It is not possible anymore to establish a default amount to a standard activity if the payment information is not displayed.
• It is not possible anymore to send an activity by quantity with a unit price different of $0 if the payment information is not displayed.
• In the homepage configuration, when editing the address value for the IMakeAnOnlineDonation importations, the value was not brought back in the existing importations.

Instant Payments (PaySafe)

• When cancelling an accepted instant payment transaction, we ask if we want to do a refund on PaySafe or only cancel the transaction.

Bank Rejects

• It is not possible anymore to get to bank rejects if we were having the online donation module without having the electronic transaction module.

Characteristics

• The characteristics with the visibility on a precise user or a precise group were not visible by the SUPERVISOR when that account should always be able to view everything.

Client importations

• When importing clients, we were prioritizing the active addresses when we were searching among existing addresses.

Clients

• In the "Mailing" tab of the client file, the "Commitment" pushing filter was visible when the commitment module was not active.

Debit Mandate

• It was not possible to edit the texts for debit mandate.

Document to issue

• When generating a master document of transaction type for which the option "Do not this document for transactions coming from IMakeAnOnlineDonation.org" is checked, we were getting an error message.

eReceipts

• When synchronizing pending emails, it was possible to change the email status "Completed by a user" by "Rejected".
• There was an arror when sending an eReceipt without the E-mail Blast module.

General

• When upgrading to the version 5 of ProDon, the "Master" button was disappearing from the shortcut bar of the homepage.

Importations

• In the importation module, the manually done associations were breaking when changing the files to import.
• Correction of an error when opening a client file from the suggestions when there were no specified duplicates.

In Memoriam gifts

• There was an arror when generating the "Gift in memory of..." report when the start date was earlier than 1900-01-01.

Mass mailing

• The contact's title was not displayed in the merge field "IMG_Donors" for the "In memoriam gift" mass mailing.

Master documents

• When we were duplicating a "Memoriam" master document, the IMG_Donors merge field configuration was not copied.

Occasions

• It was possible to save an occasion with an existing code.

Receipts

• When configuring the template for receipt to use, we had to choose between Word and Standard. If we were choosing Word, it was possible to confirm without selecting a master document. Now, we force the user to select one.

Web Forms

• When importing a web form, the choice of characteristics of the relation's list of options was not importing.
• It was possible to send a form without payment method to 0$ when the payment section was not displayed.
• In the configuration of the web site, it was not possible to save if the french description or english description was empty.

Receipts

• On the standard receipts, we can now display the short title instead of the long title.

Commitments

• When saving an automatic commitment, if the date of the next instalment is empty, this message will be displayed: "The date of the next instalment is empty. If you continue, no transaction will be created at the next automatic generation of commitment transactions. Do you want to continue?".

Instant Payments

• The "Reason to validate" column has been added for the purpose of indicating for which reason the transaction got into the "To validate" tab of the transaction management.

E-mail Blast

• An error was occurring when changing a client's email which was registered to a mailing list in Prodon but not in the list on the Website.
• When changing an email registered to a distribution list, the change was not applied to the list.
• When updating a relation type distribution lists merge field, if the email relation was between 2 individuals, the fields were not correctly updated.

eReceipts

• Correction of taxation year on eReceipts. The error was occuring when the receipt was issued a year after the transactions.

Receipts thank-yous

• In the thank-you for receipts, the Word apostrophe is automatically switched for a standard apostrophe.

E-mail Blast

• You are now able to automate the mailing list synchronization by launching the application with the "SYNCLISTDIST" parameter. You must first select a user in system preferences in the"E-mail Blast" tab.

Commitments

• When creating a commitment transaction, the commitment nature and the commitment form were not brougt back in the transaction.

Duplicate merge

• When merging company duplicates, sometimes there was a message saying that you did not have de right to put a company as main contact while you were supposed to be able to do so.

E-mail Blast

• In mailing lists of client type, it was possible to check the relation fields (CS1_*, CS_2_*, ...) but it was not working. Now, the relation fields are not available anymore.
• In the client file, there was an error when removing an email registered to an archived mailing list.
• There was an error when changing the email in the client file if the mailing list was archived.
• If we save a master document with the "Results Preview" option, when importing the document in an E-Mail Blast, the merge field were disappearing.
• There was an error in the synchronization of mailing lists, if the unregistration reason was longer than 255 characters.

eReceipts

• In the update of eReceipt status, there was an error if in a mailing there was a great quantity of receipts.

Importation mailings

• When importing existing mailing via Imports Module, the mailings were not edited.

Master documents

• There was an error when adding a calculated field in a master document.

Means of communication

• The Skype, Email and Website button were not working in a means of communication file.
• While in the means of communication, it was possible that the mean of communication type would not be brought back. Then, the mean of communication was read as an email type mean of communication.

Participants

• There was an error when entering a client number in a transaction participant.
• When selecting an Individual client, the participant information were not updated.

Receipts

• The address fields were not filled when generating a Word receipt for a transaction without main contact and contact for receipt.
• If we were trying to generate the receipt of a standard tyransaction with an advantage, the generated receipt was blank.

Reports

• In the "Gifts summary by activity sector" report of the home page, the cancelled transactions were added in the totals.
• The "1. Batch Transaction" report was only available in the "Deposit" tab of the transaction management.
• There was an error when trying to generate the "1. Batch Transaction" report of the transaction management.
• The Tasks management reports were not displaying the right task list.
• The "Batch Transactions" report was displaying the header of a transferred batch (Account #, Deposit #, Deposit date, "Transferred" instead of "Untransferred")even for the untransferred transactions. Furthermore, the batch number was not having the standard display format forced to 5 numbers.
• It was not possible to generate the "1. Batch Transactions" report of the transaction management when there were no transaction.

Securities

• The security "Import data management" has been renamed "Loaded data management".

Summaries

• In the summary management, when editing a summary by using the option "The selected occasions only", "The selected campaigns only" or "The selected activities only", when going to the 2nd tab, this option was automatically edited and the save icon was highlighted.

Transaction importations

• There was an error when loading data if there were no column for the account number in the importation and we were having an electronic exportation configured in the organization.

Transactions

• The configurable tabulation order was not working in a transaction file.
• If you have archived a master document and this document was used in an occasion or an activity, when importing a transaction using this occasion or this activity, the document was checked in the transaction.
• There was an error when using the Document field in the transaction tabulation order.

Web Forms

• When sending a Web form into production using the transaction and commitment section, we were only verifing if there were Online Donation to import in the transaction importation. Then, you were able to send the form into production. If there were rows in commitment importation, these rows were deleted.
• In an activity of the Web form, it will always be possible to edit the activity label and the amount label for the active languages.
• There was an error in the importation of the online donation if the Importation folder was not existing at the root of ProDon.

Instant Payments

• When there is only a VT account configured in the organization file, the payment method of all Web commitments will be modified by the VT account.

Web Forms

• Caution! If you have an integration in place with IMakeAnOnlineDonation (from a third-party site), you will have to do some changes after the update. Here is a brief explanation of the changes :
  1. The encryption key for the integration is now configurable in ProDon. Go to "Web form management", "Configure Your Website", "Access IMakeAnOnlineDonation" the go look for "Encryption key". If you already have an encryption key, you will see it there, if not you will be able to create a new one.
  2. The PersonalUrl parameter does not exist anymore, to configure a post-treatment URL address, you must have an encryption key (as previously explained) and you must configure your URL address in the forms in question. From the edition of a Web form file with ProDon, go to "Advanced Options", "JDEL Integration" then "Configuration of the URL address for the post-treatment integration".
  3. With ProDon 5.0.2.x, the UserAgent was empty, but now we are using the following UserAgent from the POST on the post-traitement : Mozilla/5.0 (Windows NT 6.1; Win64; x64; rv:40.0) Gecko/20100101 Firefox/40.1.0 Waterfox/40.1.0.
  4. The tools web.trx.php (recover a transaction from the id), totalamount_report.php (to get the number and the total of the transactions) and custom_report.php (to recover transaction by date) have been replaced by the new tools available on demand, configurable in ProDon, see the documentation.
  5. Edition to the structure of the return XML for the transaction :
     1. These fields have been replaced : "del_trx_country" have become "del_trx_address_country", "del_trx_country_uid" have become "del_trx_address_country_uid", "del_trx_province" have become "del_trx_address_province", "del_trx_province_uid" have become "del_trx_address_province_uid", "del_trx_city" have become "del_trx_address_city", "del_trx_postalcode" have become "del_trx_address_postalcode".
     2. New fields have been add : del_trx_address_format_uid, del_trx_address_roadno, del_trx_address_roadtype, del_trx_address_roadtype_uid, del_trx_address_road, del_trx_address_direction, del_trx_address_direction_uid, del_trx_address_pointcalltype, del_trx_address_pointcalltype_uid, del_trx_address_pointcallno, del_trx_address_buildinglocation, del_trx_address_roadlocationtype, del_trx_address_roadlocationtype_uid, del_trx_address_roadlocationno.
     3. Please refer to the files "callback_definition.xls" and "callback.xml" of the prototype.
See the full documentation : http://wikien.logilys.com/index.php/ProDon:Integration_with_Online_Donation_Forms
• A review of the Web form will be necessary following the update, the artwork has been deteled for the purpose of using the configurable themes on IMakeAnOnlineDonation.

Bank Rejects

• The bank rejects management has been in the "Batch processing" menu. This management allows to process the bank rejects originating from PaySafe.

Characteristics

• Wherever there are characteristics, a button is now available for changing the display and have a tab by characteristics group.

Client importations

• A new option is available for addresses importation via clients/relation importation: "Update the existing addresses ortherwise add a new address WITHOUT replacing the address by default".

Clients

• An option in the system preferences has been added and it allow to put the first names and the last names in a dynamic drop-down list.

Custom reports

• In the custom reports, you are now able to specify a default font for the columns.

Document to issue

• Addition of an option in the master documents of the transaction type allowing to show that we do not wish to generate this document from IMakeAnOnlineDonation.org.

Dynamic drop-down lists

• In the files for assignation of new values, a new option has been added for each dynamic drop-down list. This option allow to remove from the list the values that are not used anymore after the assignation. Please note that only the values already there before the assignation in the edited record can be deteled.

E-mail Blast

• Addition of the deletion list of the E-mail Blast in our software.
  The deletion list of the E-mail Blast is an address list which is excluded permanantly of your sendings.
  - Addition of a column "Delete?" which indicate that the email is in the list, in the mailing file, in the file of the distrubution list and the file of the registration to lists.
  - Your are now unable to register an address which is in the deletion list.
  - In a sending, the number of addresses in the removal list will be substract in the email quantity.
  - In the update file registration to the distribution list, add a checkbox "This address is in the deletion list" this box is in read-only.
  - When you sinchronize the distribution lists, the column "Delete?" is synchronized with the removal list of the E-mail Blast.
• You are now able to create a temporary sending from the management of the subscriptions to the distribution lists.
• Now, you are able to link a client or a relation to a subscription of a distribution list.
  To link a subscription with a client or a relation, you are able to do this in several places: client file, relation file, the subscription tab in a mailing list and in the subscription list.
  Furthermore, throughout the batch management of the distribution list or of the creation of a temporary sending, the links are created with added subscriptions.
  Throughout the synchronization of the merging fields of a sending, the links are taken in to account for the selection of clients or relations.

eReceipts

• For security reasons, the addition of a captcha was made to view an eReceipt.

General

• The software is now compatible with Microsoft SQL Server 2016

Mass mailing

• Addition of a system preference : Automatically calculate the number of client excluded at the opening of the mass mailing window.

Online Donation

• When filling a commitment form on IMakeAnOnlineDonation and using an instant payment, the pre-authorization amount is equal to the first amount of the instalment instead of 1$.

Relations

• Addition of the advanced function Add/Edit/Delete the relations characteristics

Selection lists

• In selection list allowing multiple selection, you are now able to use the accumulator. The accumulator utility is to store selected elements while you do a filter to find other elements.

Tasks

• You are now able to assign several references to a task.

Text templates

• You are now able to have text templates with rich text format type. Furthermore, a new field "Text template type" has been added to make the classification easier.

Transactions/Commitments

• Integration of PayLine in ProDon.

Web Forms

• In a Web form, you are now able to ask to generate the debit mandate in an IBAN payment.
• In the home page, a social networks tab has been added to put a link in the bottom of the home page to share the URL of the page on Facebook, Twitter, Google and LinkedIn.
• In a Web form, a social networks tab has been added for the purpose of adding a link in the bottom of a Web form to share the URL of the page on Facebook, Twitter, Google and LinkedIn.
• In the Web form, it is not possible anymore to edit the artwork. The artwork is now defined by a theme which is defined in the "back-office". In the form, you are able to select a theme to use as well as the picture group to use in English and in French.
• In the "Back-office" of IMakeAnOnlineDonation, you can now use your own CSS.
• The IMakeAnOnlineDonation web site is now adaptative.
• You are not able anymore to add or to remove pictures or documents from the Web site configuration. Now you will have to go in the "back-office" to add or to remove a picture or a document.

Addresses

• The box " Enter the number of point of call in front of the civic number and do not enter the type of point of call ", which was available in the window for entering the address in the client file, will be move in the "Addresses" tab in the system preferences. The box will be automatically check in the system preferences, if at least one active user had checked this box in the window for entering the address in the client file.
• Now, we warn the user if there is a generation of receipts, of documents, of mass mailing of transactions and of mass mailing of commitments, and in the transaction or the commitment, the main address or the address for receipts is archived.
• When you add an active address, we ask if you want to replace the archived addresses in the untransferred transactions, in the documents and receipts to issue and in the active commitments.

Advanced analysis

• You are now able to change the sorting order in the characteristic grid for advanced analysis in a client file. You will only be able to sort from the code or the description of the occasion.

Characteristics

• Review of the display of the characteristics in the fast mode.
• Now, the option "Allow only one value per record" will be checked by default when you add a characteristic.
• For a transaction characteristic allowing to specify a value by default in the client file, you are able to specify if this one is always present separately of the transaction.
• For a transaction characteristic allowing to specify a value by default in the client file, you are able to specify if this one is required separatly of the transaction.
• Throughout the deletion of a characteristic, if it is used in a Web form, we display the forms list that are using it.

Client importations

• In an importation, you are now able to identify a contact (internal or not) as duplicate of a contact (internal or not) that already existing in the data base. In the final importation, if the imported contact has been identified as a duplicate of a contact that is already existing in the data base, a client file will be automatically created for this one, instead of importing it as an internal contact.
• In the window of edits of charged data, there is now a system preference which highlight in red the city, the province and the country of the client to import, if the value of one of these fields is not contained in a dynamic drop-down list.
• The importation module now displaying a warning when we try to import a title for a company.
• Addition of means of communication in the "Suggestions" in the edit charged data file.
• In the charged data edition file, when we change of record, if no duplicate has been found for the client that we were preparing to import, we automatically change tab to move in "Suggestions" if there are any suggestions.
• In the charged data edition file, we put the button "Crush the informations to import with the duplicate informations (D)" highlight in orange when we were preparing to import a different value than the one that was in the database.
• We moved the buttons "Select a client", "Select a line", "Delete the line number or the client number" and "Confirm the existence of a duplucate and change the P (Potential duplicate) into D (Real Duplicate)" outside the scrolling zone in the data to import for the purpose of letting the buttons visible when we scroll down.
• We highlight the entering boxes in blue for the fields with no value to import but that are a duplicate with a client that has already value in the data base.
• In the importation module, we put a background color on the field of which the value is different between the client and the found duplicate.

Clients

• In the "Relations" tab of a client file, the column type of relation has been rename "Relation" in place of the client's name in which we are. Also, the next columns will be the first columns of the grid when they will be in the view: Position, C1-Client (First name Name), C1-Client (Name, First name), C1-Contact (First Name Last Name), C1-Contact (Last Name, First Name) and Relation.
  
• From a client file, you are now able to send the contact informations of this client by email. Before, you were able to send the contact informations of a relation of a client file by email, but not the contact informations of a client.
• Throughout a clients merging without a duplicate list, a warning is displayed for the purpose of indicating the number of clients that will be merged.
• Now, when you send an email, the window for the email selection will always be used. In the selection window, the email body will always be present and it will uses rich text format. Furthermore, the source of the email to use will be in green according to the selected relation.

Commitments

• In the assignation of new values of a commitment, you are now able to mass edit the thank-you of the commitments.
• Throughout the opening of a commitment with an archived address and that this commitment is active, the archived address will be highlighted by putting the label in red. Also, an error message written in red will stay visible as long as an archived address is found in the commitment.

Custom reports

• You are now able to select some operations for gathering (Number, number of dinstinct values, minimum, maximum) on the column of type "Date" or "Text"
• In the customized report conditions, a button has been added to verify the "OR" conditions.

Customized lists

• In the criteria of the transactions of customized lists, you are now able to include the transactions where the client apprears as contact in the same way that you were already able to include the transactions where the client was the third party. In the same way, you will be able to include the transactions where the client will be the canvasser or one of the 2 linked clients.
• You can now do a static list on the C2 in the "Relation" tab in the clients management.
• There was a possibility to get an error in the creation of a customized list for duplicate if the filter used was on a large number of clients.

Donation occasions

• Addition of the fields "Created on",' "Created by", "Last edit. on" and "Last edit. by" in the occasions and the activities.

Duplicate merge

• In the duplicate merging, the default address and the default means of communication of the most recent client will now be selected by default at the opening of the window.
• In the configuration window of the duplicate criteria, the buttons "D type", "P type", "All" and "None" become highlight in orange to identify which criteria are actives now.
• A button allowing to do a duplicate merge has been added in the "Relation" tab of the client file. If the relations are internal contacts, they will be converted in client file before the merging.
• In the configuration of the duplicates criteria, you are now able to detect the duplicates of company by not including the service in the duplicate search.

Dynamic drop-down lists

• In the dynamic drop-down lists, a value with accents is now different than a value without accents. For example, Montreal is different than Montréal.

E-mail Blast

• An item of the "E-mail Blast" menu has been added in the "Mailing" menu for the purpose of gathering the item of the E-mail Blast menu.
• Throughout the update of a ProDon 4 version to a ProDon 5.0.3 version, the distribution lists of client type automatically become distribution lists of relation type, after the clients merging fields which were used in ProDon 4 become simplified fields, with the exception of the characteristics.
• It is not possible anymore to edit the type of a distribution list (client or relation), if a mailing using this list is not send yet.

Expenditures

• You are now able to put a different credit percentage by tax rates.

Filters and views

• In the views and filters, for the special filters of the "Selection" type, the options "AND", "OR" and "Reverse" have been replaced by the options "Match at least one of the selected items", "Do not match all selected items" and "Match none of the selected items" according to simplify the utilization.

General

• Addition in several places of a message showing that there are informations missing before you can confirm.

History

• The "Analysis" menu of the home page has been reorganized.
• The term "Analysis and history" has been replaced by "History".

IBAN

• Throughout the entering of the BIC or the IBAN, the only characters allowed are uppercase letters and numbers.
• Throughout the loading of data in the importation, the BIC and the IBAN will automatically be put in uppercase.
• Throughout the analysis of the charged data, the error message "The IBAN content other chartacters than numbers and letters." will be displayed if there is a wrong character in the IBAN.
• Throughout the analysis of the charged data, the error message " The BIC content other characters than numbers and letters." will be displayed if there is a wrong character in the BIC.

Importations

• In the importations, there is now an option that allow to delete the spaces at the beggining and at the end of the values in a data loading.
• Upgrade of performances in the importation module.
• Throughout the clients importation, we verify the existance of the means of communication amongst all the means of communication and not only the ones from the imported type. From this way, an imported professional email in the column of the personnal email will be detected as a duplicate. Furthermore, a new option allows to indicate if we want to edit the type of the mean of communication in this kind of situation.
• Addition of a button to crush the information of the imported client with the informations of the existing client file in the presence of a real duplicate (D).
• The status of the elements to import is now visible in the upper right corner of the window of the charged data edition. Furthermore, by positionning the mouse cursor on the status, a tooltip containing the remarks, the warnings and the error is displayed. The button allowing to start the analysis has been added too to this same window.

In Memoriam gifts

• Addition of the columns "Commentary (deceased)" and " Commentary (notified)" in the batch process of the In memoriam gifts

Instant Payments

• The authorization code is now saved when entring an instant transaction or an instant commitment in ProDon or on IMakeAnOnlineDonation.
• The validation which was preventing to have a card holder different than the donor when there was a receipt to issue for an Instant payment has been removed.
• The validation window for the owner's informations is no more displayed if all the informations are filled in the entry of a new Instant payment.
• In the window of Instant payment entry, a button has been added to let you edit the informations of the card holder.
• You are now able to edit the address and the owner of the token of an Instant payment.
• Throughout the edition of an address, the software will try to update the address in the existing tokens that are using this address.
• Throughout the edition of the first name or the last name of an Individual, the software will try to update the informations in the existing tokens that are using this client.
• In the "Instant payment" tab of an organization, a column "Virt. term. paym. mode" has been added to specify the matching payment mode for Web credit cards. This will be use to edit the payment mode of Web credit card when you will import an IMakeAnOnlineDonation commitment for the purpose of gathering the transactions that have been done in ProDon in the same Optimal accounty. Ex: VT Credit Card.
• You are now able to change the expiration date of the token of an Instant payment in the information window of the token.
• You are not able to force a payment instantly if there are more than 500 transactions waiting for an answer.

Invoices

• In the parameters of the invoice report, you are now able to specify if you want to use the contact language when you generate an invoice.

Management grids

• The notion of cross analysis has been renamed "Analysis grid".
• In the different grid management, the buttons "Add", "Duplicate" and "Remove" are now inactives rather than invisibles when a user do not have the necessary security.

Mass mailing

• Throughout a mass mailing in the process of a batch of receipts, of invoices and of In Memoriam Gifts, the option "Include mass mailing exclude clients" will be checked by default when the option "All the items of the current list" will be selected. Also, in the generation of documents to issue, the option "Include mass mailing exclude clients" will be necessarily checked.
• A mass mailing button was added in the "Commitments" tab of a client file as well as in a commitment file.
• The "Trx_IMakeAnOnlineDonation_Number" has been added in the transaction mass mailing.
• The "Comm_IMakeAnOnlineDonation_Number" field has been added in the commitment mass mailing.
• The merging fields "Trx_Authorization_Code" and "Comm_Authorization_Code" are now available in the master documents of the transaction of commitment type.
• Throughout a mass mailing, if the master document that we are trying to merge is opened on our computer, the software detect it and notify the user that it must be closed.
• The merging fields "Deceased_Trx" and "Notify_Trx" are now configurable like the field "Donors_Dim" in a mass mailing of In Memoriam Gift.
• In the master documents configuration, when you generate the document, you are now able to decide if you will use the language of the client or the language of the contact.
• You are now able to generate a mass mailing of the relation type from the client file, using the notion of priority of relations.

Master documents

• The exportation of the master documents is now exporting the calculated fields.
• The exportation of the master documents is now exporting the summaries and the advanced analysis characteristics.
• Throughout the deletion of a summary in a master document, if the summary was used in a calculated field, this error will be displayed: Unable to delete this summary, it is used in a calculated field.
• Throughout the deletion of an advanced analysis characteristic, if the advanced analysis characteristic is used in a calculated field, this error will be displayed: Unable to delete this advanced analysis characteristic, it is used in a calculated field.
• In a master document, when you edit the name of the merging field for an advanced characteric analysis, the calculated field using this characteristic will be edited for the purpose to get the new name.
• Throughout the desactivation of the merging field of a master document, if the merging field is used in a calculated field, this error will be displayed: Unable to uncheck this merging field, because it is used in a calculated field.
• Throughout the detection of the merging fields of a master document, the merging fields used in calculated fields will be checked.
• Throughout the desactivation of all merging fields, if there are calculated fields which are using merging fields, the merging fields used in a calculated field will not be unchecked and this warning will be displayed: the merging fields used in a calculated field cannot be unchecked.

Means of communication

• Addition of automatism to manage the preferred means of communication. In the system preference, it is now possible to choose the order for the automatic selection of the preferred means of communication.
• You are now able to configure a mean of communication type, so it will automatically be put in source when it is added in an Individual file, if a relation type "Company/Contact" is present in an Individual file for which the mean of communication has been added. This option will work too in the data importation which content means of communication.
• In the client files, when the means of communication are displayed in the fast entering mode, if the client has relations and these relations have a documented means of communication in their files, the different fields for the means of communication (Work phone, professionnal email, mobile phone, etc.) are becoming drop-down list, which display all the means of communication of this client relations. If a mean of communication is selected in the list, it will be automatically added in the client file, from the source of the relation, and become the mean of communication by default.
  
• A new button has been added in the client files, when the means of communication are displayed in fast entering mode. This button indicate, for each mean of communication, if this one is sourced from another file or not. If the mean of communication is sourced from a relation in the file, the button will display a green circle. If not, the button will display a gray triangle.This button is visible too in the relation file, but in this window, if the mean of communication is sourced from another relation than the one presently open, the button will display a red square.

Receipts

• In the receipts configuration, you are now able to specify if you want to use the contact language for receipt when you generate receipts with thank-yous.
• In the receipts configuration, you are now able to specify if you want to use the contact language for receipt when you generate receipts without thank-you.
• In the Issued Receipt history, a drop-down list for the period has been added. It filter the issuance date of recepit.

Region

• An item of the "Region" menu has been added in the "Client" menu for the purpose of gathering the items in the region menu.

Relations

• Addition of 3 system preferences for allowing or preventing to select a company as default contact in another company (1), a company as default contact for an Individual (2) and an Individual as default contact for another Individual (3).
• The next columns have been added in the Relations tab in the clients management:
  - C1-Division Code
  - C1-Division
  - C2-Division Code
  - C2-Division
• You are now able to configure a greeting for all relations except between 2 companies. Also, the internal contacts are now getting a standard greeting (as for a client file) non visible and non editable.
• In a window to edit a relation, you are now able to edit all the informations of client 2, which are visible in the relation. Before, you were only able to edit the means of communication from this window.
• Throughout the addition of a relation, if a new client was added as client 2 of a relation, a client file was opening for the purpose of entering the name and the contact informations of the new added client. Now, after having clicked on the "New" button to create the client 2 file, ProDon return in the relation window, for the purpose of entering the new client informations directly in the relation file, instead of in a client file.

Reports

• The report options "Clients with detailed history" are now available in the report "Clients detailed list".
• You are now able to display the transactions, the commitments, the mailings and the prospections of several organizations in the "Detail clients list" report.

Rich Text Editor

• A button has been added to allow to remove line breaks in extra.

Search bar

• Before, when a search was done on a date with the new interface looking like the filter tool, the search was automatically done on a date and a time. Now, you are able to search only the date without specifing a time.

Summaries

• In the summaries, you are now able to specify if the summary must be calculated on the client or on the client/contact relation.
• Throughout the edition of a summary code, the calculated fields which are using the summary will be edited.

Tasks

• In the assignation of new values of a task, you are now able to add, to replace or to assign text in the tasks description.
• The type of due date "At this precise hour..." was removed and replace by the type "Between ... and ...", for which it is now possible to indicate the hours.

Timesheets

• Addition of a question to ask the beginning or ending time of a chronometer in the update file of the timesheets.
• You are now able to give the right to users groups in the employees groups.

Titles

• You are now able to translate a title in all languages activated in the languages management of the software.

Transaction importations

• The transactions importation module was giving an error if we tried to import a receipt for a client that did not want one. Now, the importation module warns that no receipt will be issued for this transaction.

Transactions

• In a transaction, a button has been added to replace the informations of the transaction by the ones of the commitment.
• Throughout the opening of a transaction with an archived address and that this transaction is active, the archived address will be highlighted by putting the label in red. Also, an error message written in red will stay visible as long as an archived address is found in the transaction.
• Addition of the mass mailing of clients, relations and transactions in the transactions analysis and history by deceased.
• You are now able to display the search bar in the document list inside a transaction file.
• You will now be able to add a transaction for a commitment which is having a desactivated occasion from the add transactions window.
• Throughout the opening of a transaction, if the payment is an Instant payment that is accepted, the transaction will be locked, but il will be possible to unlocked it.
• In a transaction, if the Instant payment is accepted and the transaction is not transferred, you will be able to edit the donor.

Transactions/Commitments

• The button to increment the U.R.M work now even if the U.R.M is not the one automatically generated.
• In the system preferences, in the "Display" tab, several options have been added to display the contact and the address for each client of a transaction and a commitment. These options are available for the companies and the individuals.

Update

• Several fields have been renamed in ProDon 5. Now, with the goal to reduce the time for updates, the merging fields of the archived master documents will not be replaced by these new fields name. It is the same for the inactives external tools and the E-mail blast that have been completed or archived.

Users

• The default sorting order in the securities grid of a user will now be by "Section" then by "Description".

Web Forms

• In the Web form management, a button has been added to display a window to view the Web inventory for all activities for forms. You are also able to add or to remove inventories from this window.
• In a Web form, a button has been added for the purpose of displaying a window to view the Web inventories for all the activities of the current form. Also, you are able to add or remove inventories from this window.
• You are now able to specify a Web inventory in a form activity when this one is not in production.
• The expiration date of a Web form is now sent to IMakeAnOnlineDonation for the purpose of deactivating the form and making it unavailable once the expiration date has passed.
• In a customization, you are able to link a choice to an accounting project.
• Thoughout the importation of a commitment from IMakeAnOnlineDonation of the objective type, you are able to specify if you want to get the instalments generated.
• You are now able to choose the form group directly from the window to edit a form.
• You are able to hide a customization on a Web form. The only ways to document the customization will be to transfer the value as parameter or to give it a default value.
• You are able to specify a default value for a customization.
• You are able to specify that the transaction section must be entered before the client section.
• You are able to edit the organization name and the displayed logo on the organizations directory in IMakeAnOnlineDonation.
• In the importation options of IMakeAnOnlineDonation, you are able to specify that you want to bring back the abbreviation of the road type.
• In an importation constant of a Web form, if you select a characteristic of type list of choices, you are able to add a choice by entering the value directly in the drop-down list.
• In the Web form management, when we click on the importation forms button, we now use the same window as in the opening of ProDon to carry out the importation.
• You are now able to have relation characteristics in the Web form customizations. However, the option "Allow to document this characteristic in a client" must be checked in the characteristic to be able to use it.
• Implementation of the follow-up of several domains on Google analytics.
• You are now able to specify the date format on IMakeAnOnlineDonation is mm/dd/aaaa.
• In a Web form, a posting date has been add for the purpose of specifing the date and time at which the form will be available.
• An option has been added in the payment mode of a Web form, for the purpose of indicating that a payment mode will be displayed only if the total amount is 0$.
• In the importation options of the Web site configuration, you are now able to specify that you want to import the abbreviation of the point of call type.
• In the importation options of the Web site configuration, you are now able to specify that you want to import the abbreviation of cardinal point.
• In a Web form, you are now able to specify the URL address of the post-treatment for the purpose of sending a XML after having filled a Web form.
• In the "Options" tab of the Web site configuration, you are now able to to specify the encryption key for the IMakeAnOnlineDonation integrations.
• In the IMakeAnOnlineDonation securities, you are able to specify that you want to give access to the integration on demand.
• You are now able to enter a label containing up to 500 characters in a customization.
• In a Web form, the options have been reorganized for the purpose of finding the most useful options a lot faster. An "Advanced options" tab has been added for the other options.
• In the Web site configuration, the options have been reorganized in order to find the most useful option faster. An "Advanced option" tab has been added for the other options.
• In a Web form note, you are able to add a video which will be adaptative.

Addresses

• Throughout the entering of an address, the mass mailing address were not displaying the number of the point of call in front of the civic number.
• When several users were starting the application at the same time, the first user was doing address changes. Meanwhile, the other users were blocked and were not able to do anything. Now, the other users should not be blocked anymore.

Characteristics

• In fast display mode for the characteristics, the value of the fields "Last edited by" and "Last edited on" were not edited.
• The columns configuration of the characteristics grid in the client file was not saved.
• When changing the type of a characteristic, if the destination type was "List of options" or "List of predefined options", if it was used in a client but the value column was empty, the characteristic was deleted from that client. (applicable to all characteristics regardless of their location)
• It was happening that the buttons allowing to change the display mode of the characteristics were disappearing (button for the grid/fast entering and option "one tab per group").

Client importations

• In the "Suggestions" tab throughout an importation, we do not see the internal contacts except if we are in a relation tab (Rel Prefix, RegisRel, PayerRel, etc.)
• In the importation module, as soon as a data was edited, the button allowing to crush the imported informations by the duplicate informations found was only displaying this field instead of the fields which the value was different.
• In the charged data edition file, when we were pressing the button to open the client file of the duplicate and that duplicate was an internal contact, we were still opening the client file. Now, we open the relation.
• Throughout the selection of a suggestion, we display the address of the suggestion in the "Duplicate" tab instead of the main address of the client.
• The buttons to reverse the first and last name in the import module were not active when using the CliFirstName and the CliName fields rather than CliFirstName / Service and CliName / Company.
• At the importation, the phone numbers were always ajusted according to the format of the default country than the imported country.

Clients

• When a greeting for the companies was containing the merging field of the relation #1, if a company was not having any relations, the software was writing the name of the merging fields instead of an empty value (example: "Title_Relation", "Relation_Name").
• In the client file, the inactives customized lists are not displayed anymore.

Commitments

• You were able to link beneficiary transactions to a non beneficiary commitment and vice-versa. Now, you are not able to do this anymore and the commitments without occasion also have a "Beneficiary" option to document it.

Cross-analyses

• In the analysis grid, the label of the header of columns for totals will be precede by these words: "total", "avr.", "min." or "max.", according to the selected option in the field "operation (totals)". Before, the totals were always precede by the word "total".

Custom reports

• Throughout an excel exportation, the option to center the séparations was not working.
• In a custom report, the monetary formats "FN" can now be in lowercase "fn".
• When a custom report was generated in Excel, the content alignment of the columns was not respected.

Donation occasions

• In the occasion file, the asterisks were not shown in the "Characteristics" tab when there was something in the grid.

E-mail Blast

• Throughout the E-mail Blast preparation, we did not filter the email with an ending date.
• If you modify the merging fields of a distribution list, since the update of a sending, the fields of the subscription grid were not refreshed.
• In the subscription of E-mail Blast sending tab, there was an error if the sorting order was a merging field which was not in the available fields anymore.

eReceipts

• There was a problem in the eReceipts if we tried to send receipts with different thank-you letters.

External tools

• Review and correction of the external tools. Maporama has been deleted. Canada Post now lead to the right Web page but the search must be done manually. iCriq and Michelin have been corrected.

Importations

• The means of communication were missing in the fields list whose are able to be copied in the client selection of the charged data edition file of the importation module.

Lists of verifications

• When we were trying to move a verification point when we had just edited it, a "Record/key deleted" error was happening.

Management grids

• A double-click between 2 columns of a grid allows to adjust the width of a column according to its content was not working well if the column was empty.

Mass mailing

• The merging field "Addressage_Block" (no matter the prefix) use now the long greeting to identify an Individual. Before, the fields "Title", "First Name" and "Last Name" were used in place of the long greeting.
• When we were creating a transaction for a company and the contact was an internal contact, the merging field "CS_Addressage_Block" was not displaying the name and the title of the contact.

Means of communication

• Throughout the deletion of an email, in fast mode, and that this email was unsubscribed from all distribution lists, an unnecessary question was still asked.
• When we clicked on the label of an email type in the purpose of sending an email to a client, the software that was used was the one Windows was using by default instead of the one configured in the preferences. Now, we are using the one in the preferences.
• If we were putting an end to a relation, the means of communication could be found with the same order.
• Thoughout the addition of an extension to a phone number sourced from the fast mode, the order of the means of communication was broken.

Organizations

• When we were connecting with a user that have access to only one organization and then we closed the session without closing the application and authenticated with the SUPERVISOR account, we still had access to only one organization instead of having access to all the organizations.

Reports

• The means of communication of the relation in the report "Clients detailed list" were not displayed in the right columns.
• When we were selecting the detailed mode for the means of communication in the relations, the "You have selected to many means of communication." message was displayed if we had checked the means of communication in space saving mode.
• In the "Client detailed list" report, the extension of the work phone was not displayed for the relations.

Search bar

• The search codes for the format field of checkbox type were not working in the search box. You absolutly had to use the available drop-down list in the search box for the search to work. The codes have been reactivated.

Tasks

• From a linked tasks, it was possible to open the main task even if you did not have the right to view this task.
• There was a problem with the verification of the rights in the edition of tasks in batch.

Timesheets

• In the timesheets operation management, the operation type is now required.
• After the addition or the edition of an element of a timesheet dated from today and there is no started chronometer, it will start.
• The tasks button of the timesheets elements was not available if the timesheet was completed.
• When we were confirming and adding an element to a timesheet, the beginning of the next element was not starting at the end of the last one.
• The button to access to the tasks from the timesheet was not working.

Transactions

• Throughout the addition of a client from the "Select a client for a transaction" window, if we had add a commitment to the client, we did not had the question asking us if wanted to add a linked transaction to this commitment.

Update

• Addition of a security to ensure that several users cannot do the importation of the content of the _IMPORT file at the same time.

Web Forms

• You are not able to synchronized a web form anymore if it content an inactive payment mode.
• In a web form, it was not possible to select the position of the transaction page in the form if the commitment module was not activated.

Characteristics

• The characteristics with the visibility on a precise user or a precise group were not visible by the SUPERVISOR when that account should always be able to view everything.

E-mail Blast

• When changing an email registered to a distribution list, no changes were made.

eReceipts

• When synchronizing pending emails, it was possible to change the email status "Completed by a user" by "Rejected".

Importations

• In the importation module, the manually done associations were breaking when changing the files to import.

Receipts

• When configuring the template for receipt to use, we had to choose between Word and Standard. If we were choosing Word, it was possible to confirm without selecting a master document. Now, we force the user to select one.

Clients

• In the "Mailing" tab of the client file, the "Commitment" pushing filter was visible when the commitment module was not active.

General

• When upgrading to the version 5 of ProDon, the "Master" button was disappearing from the shortcut bar of the homepage.

Receipts

• On the standard receipts, we can now display the short title instead of the long title.

E-mail Blast

• There was an error in the synchronization of mailing lists, if the unregistration reason was longer than 255 characters.
• An error was occuring if we were changing a client's email registered to a mailing list and that email was not registered in the list on the Website.

eReceipts

• Correction of taxation year on eReceipts. The error was occuring when the receipt was issued a year after the transactions.
• In the update of eReceipt statuses, there was an error if in a mailing there was a great quantity of receipts.

E-mail Blast

• You are now able to automate the mailing list synchronization by launching the application with the "SYNCLISTDIST" parameter. You must first select a user in system preferences in the"E-mail Blast" tab.

eReceipts

• For security reasons, the addition of a captcha was made to view an eReceipt.

Online Donation

• When filling a commitment form on IMakeAnOnlineDonation and using an instant payment, the pre-authorization amount is equal to the first amount of the instalment instead of 1$.

E-mail Blast

• If we save a master document with the "Results Preview" option, when importing the document in an E-Mail Blast, the merge field were disappearing.

Importation mailings

• When importing existing mailing via Imports Module, the mailings were not edited.

Means of communication

• The Skype, Email and Website button were not working in a means of communication file.
• While in the means of communication, it was possible that the mean of communication type would not be brought back. Then, the mean of communication was read as an email type mean of communication.

Participants

• When selecting an Individual client, the participant information were not updated.

Transactions

• There was an error when using the Document field in the transaction tabulation order.
• If you have archived a master document and this document was used in an occasion or an activity, when importing a transaction using this occasion or this activity, the document was checked in the transaction.

Commitments

• When creating a commitment transaction, the commitment nature and the commitment form were not brougt back in the transaction.

E-mail Blast

• There was an error when changing the email in the client file if the mailing list was archived.

Receipts

• If we were trying to generate the receipt of a standard tyransaction with an advantage, the generated receipt was blank.

Web Forms

• When sending a Web form into production using the transaction and commitment section, we were only verifing if there were Online Donation to import in the transaction importation. Then, you were able to send the form into production. If there were rows in commitment importation, these rows were deleted.

SQL

• Caution! If you are using Microsoft SQL Server 2005 (9.0), Microsoft SQL Server 2008 (10.0) or Microsoft SQL Server 2008 R2 (10.50), we strongly recommand you to upgrade to a more up to date version of Microsoft SQL Server.
  Microsoft SQL Server 2005 is no more supported by Microsoft since the April 12th 2016 and we cannot guarantee you that it will still work with the newer version of our products.
  Also, even if our softwares are still working with SQL 2008 and SQL 2008 R2, Logilys has stopped to test the backward comptability for those version of SQL Server.
  Furthermore, the newer versions of SQL Server will give you a significant gain of performances.
  To see what is your version of Microsoft SQL Server, you only to click "Help / About ProDon" from the main menu in ProDon, and verify the number version right to Server SQL (Microsoft SQL Server 2005 = 9.0, 2008 = 10.0, 2008 R2 = 10.50).
  Please contact our technical service in oder to assess the upgrade to a newer version.

General

• The software is now compatible with Microsoft SQL Server 2016

Commitments

• The button to display the tasks in a commitment has been added in the transaction file and in the Commitment analysis and history.

E-mail Blast

• If an email was already rejected in an E-mail Blast, then you were unable to unsubscribe it from a distribution list.

Transactions

• The button to display the tasks of a transaction has been added in the transaction file and the transaction analysis and history.

Accounting projects

• When you add a transaction, it was possible to edit the accounting project even if it was forced in the occasion.

Activities

• When an occasion was duplicated, the activities documents were not duplicated.

Client importations

• There was an error in the client importation when we were importing a date for "Active canvasser since"

Commitments analysis and history

• In the special filters of the caracteristics of the commitments analysis and history, there was twice the commitment choice.

Cross-analysis

• There was a mistake for a generation of a cross-analysis in the "Relations" tab of the Clients management if the visibility was activated in ProDon.

Custom reports

• In the customized reports, the "empty text" was not written for the summary columns.

E-mail Blast

• When unsubscribing an email in client management, an error occured if that email had already been unsubscribed by another solution than a Logilys software.
• Correction of merge fields format during distribution list synchronization.

Invoices

• We did not see the title written in the relation on the invoice when there was no salutation in the relation and that the contact was having his own client file.

Mass mailing

• The tag [clients.address] in lowercase, will be automatically switched in uppercase when you save a mailing list. The detection of the tag works only in uppercase.
• When we unsubscribe by the web an email that was subscribed in a mass mailing list without doing the synchronization with ProDon and that we change the email subscribed to the mass mailing list, the unsubscription reason was the same for both emails.

Receipts

• The prefix receipt was not displayed in a transaction file.

Reports

• In the "Gifts summary by activity sector" report of the home page, the cancelled transactions were added in the totals.
• The GL total in the "Summary of a transactions batch" was not displayed. The problem was corrected.

Subscription to Mailing list

• In the client file, when we were in fast mode for editing the means of communication, if an email subscribed to distribution lists was viewed and, then, we added new type of email, and after, we were trying to subscribe it to a distribution list, we were seeing the subscriptions of the first email.

Task importation

• It was impossible to import a task if the user code to whom the task must have been assign was containing more than 25 characters, while the software allow the user code to be 50 characters long.

Transactions

• The summary integrated by client in the transaction history was showing the address which was causing that one client could appear more than one in the summary is the transaction address was different.
• The amount of the gift was not recalculated when we were changing the quantity and we were clicking "Back" or "Next" without exiting the quantity box.
• Via the assignation of the new values on the transactions, if we filtered the transaction at 0$ and we were trying to change the activity for an activity with a price by unit of 0$, we were having an error of division by zero. Now, there won't be any error and the assign quantity to the transaction will be 1.
• When modifying the date of when an item was substracted of the inventory, the item costs price is recalculated.

Web Forms

• It was not possible to save the site configuration without to have specfied the relation type in the importation options.
• It was not possible to save an importation constant for a numeric customized field.

Commitments

• When deleting a commitment attached to transactions, a question is asked to validate that we really want to delete.

E-mail Blast

• The software uses the new interface with the E-mail blast service provider.

Web Forms

• When editing a Web form code in production, a message notifies us that we need to edit the URL link to view the form.
  
  

Activities

• When editing the origin in an activity with active billing, the origin was not automatically edited in the payment activity.

Addresses

• In an address entry window, the type of road and the type of point of call were always in lowercase letters.

Characteristics

• When migrating ProDon 4 to ProDon 5, the characteristics of client transformed into relation characteristics remain linked to the client management of the characteristic groups. Henceforth, we duplicate the characteristic group, associate it to relation management and then transfer the characteristics into that group.
• When adding a new characteristic client visible in the grid, an error occurred in the ?Relations? tab of the client file.
• The available transaction characteristics were added in the new clients even if the option "Allow to specify a default value for this characteristic in the client" was not checked.

Clients

• When duplicating the relations of a client through the duplication tool in the client file, it becomes impossible to edit after the ?Main Contact? and ?Contact for Receipts? options of the relations created in this way.
  
  

Donation occasions

• The translations of an activity description were not duplicated when using the function duplicate of an occasion.

eReceipts

• There was a problem in the electronic receipts if we tried to send receipts with different thank-you letters.
  
  
• When sending electronic receipts planned for the future and we perform the update of the receipt statuses, the statuses of the receipts were rejected for unknown reasons.
  
  
• Correction of an error in the receipt batch processing management when we filter an e-mail in the ?Receipts to be sent? tab and we performed the mailing generation.
  
  

Mass mailing

• When mailing with the addition of a history and ?Use Client?s Canvasser? box, there is an error if it is an SQL Server 2005.
  
  
• When we use the option "Save a copy in the folder" in a master document, and we checked several master documents when mass mailing, the different master documents were merged together.

Means of communication Import

• When trying to change the preferred mean of communication, whether it is the telephone, e-mail or website through the import module of means of communication, if the column of the means of communication was not present in the file, the option was not unchecked in the former preferred mean of communication.
  

Receipts

• The correction of the receipt printing order was not respected according to the system?s preferences.
• There was an error when generating a receipt from the file of a transaction.

Relations

• When a relation was in read-only mode, the greeting was still editable. Now, the greeting will also be in read-only mode.
  
  

Transactions

• When a client file was already open in the software, the buttons to view the file of the client, third-party or clients linked to the transaction were all inactive. Now, they will be active.
  
  

Transactions/Commitments

• The mass mailing button was seen in the window of transaction and commitment default values. Henceforth, the button will be hidden.

Web Forms

• When duplicating a Web form, validation on the quantity and the amount was not copied.
  
  

Activities

• It was not possible to duplicate an activity that has customized fields checked.

Instant Payments

• It was not possible to make a payment via ProDon virtual terminal.

Transactions

• In the default values of a transaction, if the value annual receipt is checked and the status of the receipt is changed for none, value of the annual receipt is not unchecked.

Web Forms

• When adding a note in a Web payment form and its engagement section is not activated, the position is greyed out and empty.

Addresses

• Addition of users/creation dates/last edit in addresses tab of the client file.

E-mail Blast

• When sending an Email-Blast, if the country is unspecified in the organization for the address tag [Clients.Address], we choose the country by default in the country tab.
• When importing a distribution list, we do a full synchronization to avoid too large logs.

Addresses

• For addresses respecting the French postal format, when pressing the button ?Edit address? in the client file or in the file of an address, the civic No. was sometimes in the street name box ( before) and in the civic No. box.

Advanced analysis

• When opening the advanced analysis, there was an error if the thousand separator was the comma.

Client importations

• When deleting duplicates criterion, all the tracks of the criteria were not deleted. When importing clients, the remaining tracks of that criterion were used to detect duplicates, which resulted in inconsistent duplicates.
• When a client was indicated as inactive, if there was a canceled transaction with a pending payment method, ProDon was displaying this message ?There are pending transactions for this client.?

Clients

• In the tabs ?Relations?, ?Clients / Addresses?, ?Clients / Communication methods? et ?Clients / Tasks?, it was possible to open in edit an empty client file.
• When opening a client file without the beneficiary module, there was an error.
• In the selection window of a client when adding a transaction, the region field was always empty.
• When entering an address into the separate address window, if we ticked that we still wanted to use this window and clicked on cancel later, the window would not open until the window of the client is closed.
• In the summary tab of a client file, beneficiary columns were displayed even when the beneficiary module was not active in the key.
• In a client file, it was not possible to scroll through dynamic and customized lists of duplicates.

Commitment importations

• When importing commitments by objective with planned instalments, the importation was creating instalments each month even if the frequency was for 6M.

Customized lists

• When modifying the sub-type of customized dynamic list after entering criteria, there was an error when filtering on this dynamic list.

E-mail Blast

• In the tab relation of clients? management, the registered number to a distribution list was wrong if we used the button batch management of distribution lists.

eReceipts

• If we modify the organization address with a key that has eReceipts without an online donation, the country and province code was deleted on Logilys website for that organization.
• It was impossible to configure Web receipts if the licence has only the electronic receipt module .
• In the report ?Batch transactions?, the prefix was not displayed for transactions that have received eReceipts.
• When sending eReceipts, address fields of simplified fields were not merging. In addition, some fields format was not respected.
• It was impossible to generate eReceipts. There was no issued receipt.

Management grids

• There was an error ?Cannot focus a disabled or invisible window? in the client file when we were going to a tab with a grid which research bar was hidden.
  
  

Organizations

• When connecting with a user that have access to only one organization and then closed the session without closing the application and authenticated with SUPERVISOR account, we still have access to only one organization instead of having access to all the organizations.

Reports

• In the window of the report option ?Activities and occasions donors list?, the canvassers sort order in the drop-down list of the tab ?Options? was not in alphabetical order.
• We were having an error message during the generation of ?Donations summary by GL account? if the options ?Pending transactions? and ?Untransferred transactions? were checked.

Transactions

• When making a partial payment on a pending transaction by quantity, if the status of the receipt was ?to be issued?, the amount of the pending transaction receipt (unpaid part) was not readjusted according to the new quantity.

Web Forms

• In a commitment activity of a web form, the box ?Display the other amount? is required when there is a fixed frequency.
• In a web form, if we filtered countries and clicked on the button to uncheck all the filtered countries, all the countries were unchecked.
• In the construction window of URL POST and GET of a form, when a value was ticked it was not added to the URL.

E-mail Blast

• Correction to allow synchronization of large mailing lists.

Receipts

• Address on tax receipt was incorrect.

Mailings

• Progression messages are now displayed while performing a complete synchronisation of a mailing list.

Relations

• Client's characteristics were added in "Relations" tab of the customer file.

Commitments

• When generating a donation commitment transaction, if the commitment has an objective and a negative payment amount, no transaction was created and the commitment was automaticly labeled has completed.

Custom fields

• If generating donation commitment trransactions and required custom fields for transactions are defined in the system, an error message will notify the user that there are missing required custom fields when trying to transfer those transactions.

E-mail Blast

• Address merge fields were blank in e-mail blast mailings.

Transactions

• When default values (F3) were modified and the "Cancel" button was clicked afterwards, the user was prompted if he wanted to save the changes. If he replied "Yes", the default values were deleted.

Client importations

• Imports : when importing relations between companies and individuals, if an address is imported for either, it will only be assigned to an active relation.

Clients

• In the transactions tab of "View/Edit client", fields for donor's informations were added to the availablle fields for the view.

Commitments

• Column "Origin" was aded to the commitment history.

Custom report templates

• In a column of a custom report template, it is now possible to exclude a donation occasion or an activity from a column calculation.

Donation occasions

• Donation occasions now offer the option to disable the assignment of a third-party client to a transaction.

Dynamic drop-down lists

• A user without the "Add" rights for "Dynamic drop-down list management" could only search the list based on the first letter. Now, the same user can search with several letters.

Items

• In "Analysis & History of items", the following quick filter buttons were added : Reported/Not transfered/Pending, Received/Beneficiaries, Cancelled/Active.

Mass mailing

• A mass mailing button was added in the commitments tab of client files and in "Edit/view of commitment".
• When generating a mass mailling in client management, only the mailing types assign to existing master documents will be offered as a mailing type option.
• A mass mailing button was added in the transactions tab of client files and in "Edit/view transaction".

Means of communication

• In the means of communication grid, archived address are shown strikethrough.
• In "Edit/View Mean of communication" an archived address will be shown strikethrough.

Participants

• When adding a participant in the parcipants tab of a transaction, a quick filter button allows to filter only the relations of the payer.
• In the parcipants tab of a transaction, a quick filter button was added to access client file.

Receipts

• Generic and invalid email addresses are not allowed for eReceipts. In those cases, the eReceipts will remain the the "Receipts to be issued" ou "Annual receipts to be issued" tabs. [ST] devrait-on créer une section "eReceipts" comme en français ?

Relations

• It is no logner possible to check the options "Main contact" and "Contact for receipts" for an inactive relation. If a relation is deactivated, these options will automaticly be uncheck.

Tasks

• The following fields wew added in the client file : « ID main task », « Subject main task » and « Subject (main task | linked) » in the « Tasks » tab.

Transactions

• The batch number is now displayed in the transaction file.

Users

• When adding an address, if the client has transactions or commitments without an address , the user will be asked if he wishes to assign them the new address.

Web Forms

• In a web forms, the french and english labels will not be deleted when deactivating a choice for a personalization.

Documents to be issued

• Even if option "Activate the visibility level" in system preferences was not activated, affiliation addition was always using the visibility parameter of clients no matter the option selected.

Analysis and history

• When exported an integrated summary. the data was incorrect if option "Cumulative period" was checked.

Characteristics

• In the "Clients / Caracteristic" tab of client management, column "Caract. created on" was renamed "Charact. modified on"
• The date separator is now required for a date caracteristic.

Client importations

• If option "Do not keep any history and always update the default address" was selected and a client had blanked address columns, the address was deleted from existing clients.
• It was possible to import a client missing the first or last name or the ompany name when it was duplicate with an import line in error.
• In loaded data, when using option "Force a new client" for the client of a relation, duplicates would still be detected for that client.
• In imports, when using the option to set an order value to imported relations, it was possible to assign the same order value to two relations.

Clients

• When a greeting was modified from "Couple" to "Standard", the number stayed plural and the gender masculine.
• Clients excluded from mass mailing and migrated from Prodon 4 could be missing an exclusion date and a reason but, in Prodon 5, these informations are required. From now on, the migration will assign today's date and, based on the default language configured in Prodon, "Unkown" or "Inconnue" will be assigned to the exclusion reason.
• The tabulation order was changed so communication means are entered last.
• Sort order in "Summaries" tab of the client file was modified.

Commitments

• In "Generate donation commitment transactions", the selected date was not considered.
• When generating transactions for commitments, a transaction would not be generated if the commitment had a numerical caracteristic configured with a default value using decimals.
• In option "Default values (commitment)" of client management, an error occurred if a payment method was selected.
• Excel exportation was always creating an empty file for the transactions of a commitments.

Custom fields

• The "Custom fileds" tab in the client file was visible even if there was no custom field configured. [SF] pas de section "Custom fields"

Customized lists

• In dynanic lists, the term "Gift criteria" was renamed "Transaction criteria".
• When creating a customized list based on mailing criterias, an activity would no be saved as a criteria if the activity code had more than 15 characters.
• When creating a customized list, an error occurred when a client was present in 2 duplicate groups

Duplicate merge

• An error occurred when trying to merge more than 200 clients.
• When merging duplicates, if the two clients had the exact same default address, the resulting client would have 2 default addresses.
• When merging duplicates, archived address would become active.
• Individuals could be identified as duplicates of companies if duplicates criterias "First name / Last name" or "Company / Service" were not used.
• In the duplicate merging interface, if a difference was detected due to upper and lowercase spelling, the result column would only show a value instead of a drop list.

E-mail Blast

• If a master document was configured as "Use one document for each language", the e-mail blast was always using the french version of the master document.
• In eMail blast mailings, the mailing must be saved before selecting the master document to ensure images are properly uploaded.
• It is now possible to import mailing lists.

eReceipts

• The printed version of an eReceipt was not using the proper prefix.
• It will no be allowed to send an eReceipt if the hyperlink to the receipt is not present in the master document.
• When trying to send a eReceipts to a generic email address, an error message will be displayed and the transaction will be kept in "Receipts to be issued" tab.
• In Thank-Yous for receipt, the field "Paper receipt type" was available when the eReceipt module was not activated.
• An error occurred when sending an eReceipt for which the email had a link to a Web form.

General

• In the "Transactions" menu, option "Origin codes" was renamed "Origins"

Importations

• An error occurred when clicking on "Select a client" in the modification interface of loaded data.
• There was no error message if the relation type column was missing in a relation type import. An error message appeared when client's caracteristics were present for client #2 of a relation even if the relation type column was present.
• In loaded data, the printer button was unavailable. Therefore, it was not possible to create or generate customized reports.

Invoices

• It was not possible to show the tax numbers without extracting the taxes from the invoices.
• The contact of a company was not automaticly assigned to an invoice.

Mailings

• In relation type mailings from the "Clients" tab in client management, relationships are now being sought for companies only.
• If a master document was configured as "Use one document for each language", a relation type mailing to Excel will now generate an Excel document per language.
• In master documents, it is now required to apply a filter before using the "Check all merge fileds" or "Clear all filtered merge fields" buttons.
• It was not possible to generate an Excel mailing if the related Word document of the master document was not created.
• In a mailing, addresses would not be exported for configured relationships (relations 1 to 5) with a start and end dates in the master document.

Master documents

• An error occurred when opening the editor in master document for a calculated field with the condition "[_C_No_client_] < 1".

Receipt importations

• Receipts wouild not be imported when the sequence was missing a prefix.

Receipts

• An error occurred when trying to update a sequence in "Receipt configuration".
• An error occurred opening "Batch Processing: Receipts" if "Analysis and history of issued receipt" was also opened.
• When generating standard receipts without thank-yous grouped by donors, receipts were not grouped : if the receipt contact was different from the one in the transaction and IF option "Sort receipts from different contacts" was checked in" Receipt Configurations". Receipts with different contacts will now be separated only when a thank-you is integrated to a receipt.
• When generating receipts for France, the donation date was showing the receipt generation date.

Receipts thank-yous

• Option "Use the sizes from the receipt signature" in "Receipt configuration" was renamed "Use default sizes".

Relations

• An error occurred when closing a client file which was open from a relation file.
• In "Edit/View relation" it was allowed to enter the job title and the service of the relation before selecting the 2 clients. It is now required to select the clients first.

Reports

• An error occurred in report "Batch transaction summary" when using option "Group GL accounts by accounting project".
• Reports in "Transaction management" did not use the dimension and position of the logo as configured in the "Report settings" option.
• In report "List of receipts" of "Analysis and history of issued receipts", there were no separate totals for issued and canceled receipts when option "Separate issued and cancelled receipts" was unchecked.

Tasks

• An error occurred while saving a user or a user group with an apostrophe in the code.
• Seconds were retrieved from the display format of field "In progress on".
• Even if option "Activate the task type family concept" was activated in system preferences, column "Family" was not available in tab "Client / Task" of client mangement or in tab "Tasks" of the client file.
• Column "Active reminder?" was not available both in tab "Clients/Tasks" of the client management and in tab "Tasks" of a client file.

Transactions

• An error occurred when using "Assign new values" for trransactions of a beneficiary occasion.
• When transfering a transactions batch, the valdiation ensuring that receipts to be issued had an amount greater than 0, was using the donation amount instead of the receipt amount.
• When adding a transaction using the "OK other transaction" or "OK Duplicate" buttons, the thank you would not show up after entering the activity.

Web Forms

• An error occurred when deleting an option from a customization that was not in the values of the related charateristic.
• When a web form customazition was associated to a ProDon field, the value entered in the web form was not imported into the Prodon field.