Addresses

• When the start date of an address not coming from another client file was deleted, the start date was not deleted in the other client files that used it. For instance, if Logilys' address was used in its employees' files and that the start date of the address was deleted, that date remained active in the employees files.

Customized lists

• Improvement of the performances when massively removing clients from a customized list.
• The words "... donation criteria" in the client customized lists have been changed to "... transaction criteria".

Duplicate merge

• The button allowing the duplicate merge was available in all the tabs of the client management, when it should not have been. It is now only available under the "Clients" tab.

Mass mailing

• Fields "Nbr_IMG_to_process", "IMG_Amt_to_process", "Total_Nbr_IMG_to_process" and " Total_Amt_IMG" were always empty when merging.

Web Receipts

• Correction of an error that occurred if there were 2 organizations in ProDon that were connected to IMakeAnOnlineDonation at the same time and that both organizations were generating Web receipts with the same prefix. When importing, if a Web receipt was found with the same prefix and the same receipt number, the transaction was linked to that receipt.

Analysis and History
- The special filter for transaction characteristics has been added to the "Commitments" tab of the analysis and history.
- The following columns have been added to all the tabs of the analysis and history: "Reference", "Co.?", "First name/Service", "Last name/Company", "Sector ID", "Subsc. Date", "Birth date", "Client (Last name, First name)", "Client (First name, Last name)", "Individual", "Job title", "Region", "Address", "City", "Province", "P. code", "Country", "Cedex", "Addr. line 1", "Addr. line 2", "Addr, line 3", "Addr. Line 4", "Addr. line 5", "ID region 1", "ID region 2", "ID region 3", "ID region 4", "Sec. Code", "Sector", "Div. code", "Division", "Excl.?", "Excl. (date)", "Excl. (reason)", "2nd First name", "Particle", "Suffix", "Short name", "Acronym", "Inactive?", "Referred by", "Number of employees", "Note (client)", "Short greeting", "Long greeting", "Title greeting", "Company", "Service", "First name", "Last name", "Long title", "Short title", "Gender", "Lang. Code", "Language", "Addr. Street No.", "Addr. Road name before", "Addr. Road type", "Addr. Road name after", "Addr. Cardinal point", "Addr. Point of call type", "Addr. Point of call No.", "Addr. Building local, compl.", "Addr. Road compl. Type", "Addr. Road compl. No.", "Addr. Type branch", "Addr. Branch No.", "ID language", "ID gender", "Deceased?", "Date of death", "Ident. Individual", "Ident. Job title", "Ident. Company", "Ident. service", "Age", "Acronym", "Benef.?", "Annual receipt?", "No receipt wanted?", "No receipt wanted (date)", "Is a canv.?", "Do not call back?", "Do not suggest any amount?", "Inactive canv.?", "Active canv. since", "Inactive canv. since", "Last tr. (amt)", "Last tr. (date)", "Last tr. (occa.)", "Last tr. (act.)", "First tr. (amt)", "First tr. (date)", "First tr. (occa.)", "First tr. (act.)", "Average", "Lifetime cumulative", "Lifetime nbr.", "Comm. cumulative", as well as means of communication, customized fields and characteristics.
- Addition of columns "Pay. Code (Grouping) and "Payment (Grouping)" to the transaction grids of the analysis and history.
- The 12 columns representing the 12 parts of an address: "Addr. Street No.", "Addr. Road Name Before", "Addr. Road type", "Addr. Road Name After", "Addr. Cardinal Point", "Addr. Point of Call Type", "Addr. Point of Call No.", "Addr. Building Local. Compl.", "Addr. Road Compl. Type", "Addr. Road Compl. No.", "Addr. Branch Type" and "Addr. Branch No." have been added to the "Transactions" tab of the analysis and history.

Clients
- Characteristics have been added to the task grid in the client files.
- The 12 columns representing the 12 parts of an address: "Addr. Street No.", "Addr. Road Name Before", "Addr. Road type", "Addr. Road Name After", "Addr. Cardinal Point", "Addr. Point of Call Type", "Addr. Point of Call No.", "Addr. Building Local. Compl.", "Addr. Road Compl. Type", "Addr. Road Compl. No.", "Addr. Branch Type" and "Addr. Branch No." have been added to "Clients" tab of the client management.
- A button for mass mailing has been added to the "Mass mailing" tab of the client file.
- Quick filter buttons have been added for the "This client is inactive" option of clients 1 and 2 under the "Relations" tab of the client management.
- Fields "Ident. individual", "Ident. job title", "Ident. company" and "Ident. service" have been added to the client, relation and address grids.
- The "ID address" field has been added to the "Clients/Means of communication" tab of the client management.
- Columns "Pay. Code (Grouping)" and "Payment (Grouping)" have been added to transaction grids of the client management.

Expenditures
- GL group columns have been added to the expenditure grids of the transaction management and the analysis and history.

Commitments
- It is no longer possible to generate transactions from a commitment with an instant payment, if the "Electronic Transactions" module is not active.
- A button allowing you to open the different clients from a commitment file has been added.

Mailings
- Means of communication, customized fields, characteristics and the following columns have been added to the mailing history: "First name/Service", "2nd First name", "Short name", "Particle", "Last name/Company", "Suffix", "ID gender", "Birth date", "Deceased?", "Date of death", "Acronym", "ID language", "Referred by", "Note (client)", "Subsc. Date", "Inactive?", "Nbr emp.", "ID sector", "Short greeting", "Long greeting", "Job title greeting", "ID number", "Individual", "Client (First name Last name)", "Addr. Street No.", "Addr. Road name before", "Addr. Road type", "Addr. Road name after", "Addr. Cardinal point", "Addr. Point of call type", "Addr. Point of call No.", "Addr. Building local. Compl.", "Addr. Road compl. Type", "Addr, Road compl. No.", "Addr. Branch type", "Addr. Branch No.", "Sec. Code", "Sector", "Division code", "Division", "Ident. Individual", "Ident. job title", "Ident. company" and "Ident. service".

Importations
- An option allowing you to modify, at importation, the city and the province of the addresses based on the postal code automations has been added.

Commitment Importations
- It is now possible to import transaction characteristics into the commitments.

Assistance Tools
- New version of Facilys BYS.
- The "Assistance via VNC" remote connection tool is no longer available.

Backup Tools
- In ProTech, a button allowing you to force the reconstruction of indexes has been added.

System Preferences
- An option allowing you to display the identification of the main address of the client file has been added to the system preferences.
- It is now possible to configure the number of records displayed under the "Participants" tab of the analysis and history, from the "Performances" tab of the system preferences.

Mass Mailing
- The address of the organization is now sent to the Courrielleur when sending an E-mail Blast.
- The global unsubscription link [GLOBAL_UNSUBSCRIBE] may now be used in the master documents of the E-mail Blast.

Receipts
- On the integrated thank-you of the receipt, it is now possible to use the contact and the address of the documents, rather than the ones of the receipt.

Relations
- It is now possible to determine an address for each relation, rather than only for relations with an internal contact. This relation is displayed under the "Relations" tab of the client file, fields with the "R-" prefix have also been added to the "Relations" tab of the client management.

R.U.M.
- The button allowing you to increment the R.U.M is now available. (France)

Transactions
- If the "Online Donation" module is activated, but the "Electronic Transaction" module is not, only the "Accepted" tab is now visible under the "Instant" tab of the transaction management.
- Buttons allowing you to display or hide different contacts and different addresses were added to the window of a transaction or commitment. Moreover, a system preference was added to display the contact for companies automatically.

Expenditures
- It was not possible to perform carriage returns ("Enter" key of the keyboard) in the note of an expenditure.

Web Forms
- The "Payment" tab was moved before the "Transaction" tab in the configuration window of a transaction Web form.
- It is still possible to make a selection if a payment method is available for transactions and/or commitments, even if the section is not active.
- The "The activation of Web receipts has activated new values to document in the activities of the form." message is now displayed when activating Web receipts.
- The message "The deactivation of the table display has activated new values to document in the activities of the form." Is now displayed when the "Display in a table" checkbox is checked.
- When sending Web forms, no validation was made on the customizations associated with the GL code of the transaction. It was therefore possible to send selections with no associations on the Web.

Static and Dynamic Lists
- The "Do not include the commitments" option has been renamed for "Do not include the upcoming instalments or the balance of the commitments" in the transaction criteria.

Payment Methods
- It is now possible to empty the "Instant payment type" option in the payment method configuration.

Transactions
- When clicking on "Empty the payment information", the new instant payment information must be entered instantly.

Activities
- When duplicating an activity, the GL account was not duplicated.
- An error occurred when the status of the receipt was "To be calculated" and was changed to "To be issued" in an activity if there were existing transactions for that activity.

Address
- When trying to open a 2nd address file, rather than displaying a warning message stating that it was not possible, an empty window was displayed.
- When an address was identified as the origin, the start and end dates had value limits (minimum and maximum dates).
- When adding an address, the columns of the address are now hidden in the list allowing you to select the address of a relation, in order to avoid any confusion. The address will be requested in a second list. Moreover, if the selected relation only has one active address, it is automatically selected.
- In an address change, the addresses of the transactions with documents or receipts to be issued and commitments were also modified.

Cross-analysis
- In a cross-analysis, if the field selected on the X axis contained a line break, an error message was sometimes displayed.
- An error message was sometimes displayed if the Y axis contained several fields and that several calculations were made in the grid.
- An error message was sometimes displayed when certain fields were used in the cross-analyses.
- An error message was sometimes displayed when displaying a cross-analysis.
- An error message was sometimes displayed when displaying data in the cross-analysis grid.

Analysis and History
- An error message was displayed when closing the analysis and history if an integrated summary was applied on a characteristic or customized field.
- Correction of an error that occurred when generating an electronic transaction file form the "Batches" tab of the analysis and history.
- The contact of the canvasser has been added to the "Mailings" tabs of the analysis and history.

Search Bar
- When using an imaged drop-down list in the search bar, the focus was on the first column of the sorting order when the list was closed.
- An error occurred when searching on a column with a formatted number. (e.g. Client No. = 001 234).

Characteristics
- An error occurred when saving a characteristic from the characteristic groups tab.
- The default group was not displayed in the characteristic management.
- It was not possible to definitely delete the thousands separator in a numeric type characteristic.
- When you were in an option list type characteristic with a default value and you changed records, the floppy would light up.

Clients
- An error message was displayed when trying to open a client file from the "Client/Characteristic" tab of the client management, if the "Client No." column was not present in the view.
- When a client was identified as inactive, all the addresses coming from this client were locked.
- The custom reports of the "Clients/Characteristics" tab of the client management did not consider of the complete filter.
- In the new value assignment window, the list of exclusion reasons was empty.
- Special filter "Distribution list" has been renamed to "Distribution list (registered)" and only filters clients registered to a distribution list.
- The comment in the client file did not have any vertical scroll bar.
- An error message was displayed when trying to print a report from the "Clients/Tasks" tab of the client management; the ID column was not present in the view.
- An error message was displayed when converting a contact into a client.
- The sorting order of the "Affiliations" tab has changed. It was only on the "Order" column, it is now first on the "Affiliation No." and then on the "Order" columns.
- It was not possible to hide the View/Filter bar of the "Affiliations", "Warnings" and "Tasks" tabs of the client file.
- An error message was displayed when deleting all the affiliations.
- When opening the customized list management from the client management, only the dynamic lists should have been visible; however, the static lists were also visible.
- When all the fields of the default address were emptied, the address was deleted, but the remaining addresses were not sequenced.
- When the tab of the client file was moved to the far right, it occurred that the red bar designating the insertion point did not show.
- When clicking on the receipt cancellation/reissuance/reprint button, an error message was displayed if the transaction had not issued any receipt.
- In the analysis and history, if the required search mode was activated in the transaction tab, the button allowing you to open a client file from the commitment tab was not activated either.
- The asterisks on the "Transactions", "Commitments", "Prospection", "Invoices", "Characteristics (advanced analysis)" and "Recognition programme" tabs disappeared when adding characteristics.
- The "Canvasser contact" and "Third-party contact" fields were not available under the "Clients" tab of the client management.

Expenditures
- It was not possible to modify expenditures from the "Expenditures" tab of the transaction management.
- It was not possible to modify expenditures from the "Expenditures" tab of the analysis and history.
- It was not possible to go from one field to the other from the code or GL group with the tab key of the keyboard in the expenditure transaction window.

Master Documents
- It occurred that the template of a characteristic in a master document was not considered. It was the template documented in the characteristic management that was used in that event.
- Correction of an error that occurred when duplicating a master document that had one document per language.
- The content of the "Addresses" tab was not exported when exporting a master document.
- The content of the "Addresses" tab was not duplicated when duplicating a master document.

Mailings
- An error occurred when modifying an item from the dynamic drop-down list of replies to a mailing.
- An error sometimes occurred when selecting certain distribution lists (when the ID of the distribution list was the same as the ID of the master document).

Commitments
- It was possible to generate transactions with an instant payment method from the "Electronic" tab of the transaction management.
- The display format of the Date/Time and Numeric type customized fields was not applied to the commitment.
- When adding instalments to an automatic commitment, if the commitment had transactions attached, the calculated end date was wrong.
- An error occurred when generating transactions for commitments with a beneficiary donation occasion.
- An error occurred when saving a commitment with a beneficiary donation occasion.

Exports
- Correction of an error in the configuration of the transaction export file, which made impossible the accounting export or the transmission of a file to Perceptech.
- An error occurred when exporting an electronic transaction file from the "Batches" tab of the analysis and history.

Standard Exports
- When exporting to Excel, in some cases, monetary values were not detected as numeric values, making it therefore impossible to perform calculations and graphs.
- During the migration of master documents associated with managements, if the master document did not contain any merge fields, it was deleted.

Web Forms
- Correction of an error that occurred when modifying the order of the provinces in Web forms.
- When duplicating forms, the note display was not duplicated.
- When duplicating forms, the receipt options were not duplicated.
- It was not possible to save a Web form in development without checking the type of donor eligible for receipts.
- In the Web forms, the button allowing you duplicate titles, road types and calls of point did not work.
- When importing a province type Web form customization, the value was not brought back properly if the province was linked to an Optimal code of the Web form.
- The return email address had to be entered, even if the Web form was in development.

Duplicate Merge
- In the duplicate merge window, the "Open the resulting client file after the merge" option was not available if you did not go through the list of duplicates.
- If the clients were merged from the client management, but not from the list of duplicates, the file of the client kept always opened at the end of the merge.
- The order of the relations was sometimes disrupted when merging duplicates.

Tax Groups
- In tax groups, the search bar was above the tabs instead of being inside.

IBAN
- Spaces are now removed from the IBAN, prior to saving it.

Importations
- Correction of an error when loading data, if characteristics with multiple values were imported.
- An error occurred in the Importation module; that is, a line could be a duplicate with another line that was also a duplicate.
- Correction of an error that occurred if the importation file contained the "CliCodeCategory" field many times.
- An error message is now displayed if the importation file does not contain any client number when importing means of communication, addresses, prospection, transactions or commitments.
- An error message was displayed when performing the analysis if the value for the "ClianvasserCode" field had to be imported.
- Certain phone numbers were in double in the list of associations of the Importation module.

Address Importations
- In the Address Importation module, the data was not loaded if the "AddrOperation" column was not present in the file.
- When importing addresses, if the file did not contain the "DefaultAddr" column, no address was defined as default address.

Client Importations
- When importing clients, no means of communication was defined as the preferred one.

Means of Communication Importations
- When importing means of communication, the phone number and the extension were not separated.
- When importing means of communication, if the file did not contain columns "PreferredComm" and "DefaultComm", no means of communication was defined as preferred or by default.
- When importing means of communication, if the specified type had the same description in English and in French, an error message was displayed.

Relation Importations
- When importing relations, the duplicate detection was not made if the file contained the "RelClientNo" field.

Receipt Importations
- It was possible to import receipts for the transactions of another organization via the Importation module; this is no longer possible.

Task Importations
- The task importation was always available. You now need to have the module to be able to use it.

Transaction Importations
- The importation analysis had an error if the reference was visible and not required in the payment method.
- It is now possible to import instant payments without going through the www.IMakeAnOnlineDonation.org website. (For SolliTel)
- When importing participants, if the file to import only contained participant options, an error occurred when analysing the data.

Selection Lists
- The F12 shortcut no longer worked in the selection lists.

Means of communication
- The deletion of a type of means of communication caused an error when modifying the means of communication of a client.
- When changing means of communication, the "Preferred" option was not transferred to the new means of communication.
- An error message was displayed when planning means of communication changes.
- When adding means of communication to the list of relations used to search for the means of communication of another client, the columns of the means of communication are now hidden to avoid confusion. The means of communication will be requested in a second list. Moreover, if the selected relation only has one active means of communication, it will be selected automatically.

Preferences
- In the system preferences, under the "E-mail Blast" tab, the "Expiration HTTP deadline" parameter was not supported.
- When entering default greetings in the system preferences, the cursor moved by itself when entering the first character.

E-mail Blast
- In mass mailing, the date in the "Date last mail." column was not always the right one or was simply not displayed.
- The "Required search mode" option is now hidden in the list of documents of the mass mailing generation window.
- The transaction and commitment types mass mailing generated an error when the following merge fields were checked: "IBAN", "RUM" and "BIC".

E-mail Blast
- Correction of an error when duplicating a provisional mailing.

Reports
- In the "List of issued receipts" report, the "Org. Name" column was truncated if the value was too long.
- Correction of an error in the "Clients with detailed history" report if the periods were displayed.
- In the options of the "Donation occasion balance sheet" report, the choice between donor and beneficiary occasions did not appear even if the Beneficiary module was active.

Custom Reports
- In the conditional values of the custom reports, the "empty = 0" checkbox was not saved.

Receipts
- Correction of an error with the generation of annual receipts.
- The image on the thank-you receipts for France is no longer displayed if it is not specified.
- Correction of an error when generating receipts.
- The "Use the mass mailing address" option of the standard receipts did not capitalize the personal information of the donor.

R.U.M.
- When the R.U.M. of a commitment was changed, the next transaction generated for this commitment did not appear in the FRST section of the export file for the SEPA. (France)
- When the R.U.M. of the commitment changed, the R.U.M. of the transactions attached to this commitment were also modified; which is no longer the case.

Tasks
- An error message was displayed when clicking on the "Generate and add" button from the addition window of periodical tasks.

Transactions
- The R.U.M. of the commitment was displayed, rather than the one of the transaction when the transaction was linked to a commitment. (France)
- It is now possible to delete instant transactions that are declined or to be sent.
- When the status of the receipt was "To be issued" in the default values of the transactions and a transaction was added for a client who does not want any receipt, the status of the receipt still was "To be issued".
- Error message "Cannot modify the date of an instant payment accepted earlier than 30 days from the creation date" is no longer displayed if the transaction date is not modified.
- Correction of an error that occurred when clicking on the "Pending transaction" button of the selection window of the transaction client.
- It occurred that an entry date was saved in the default values of a transaction and was brought back when creating transactions.

Users
- Correction of an error that occurred when assigning securities to users while it was possible to give the modification rights without allotting the viewing rights.
- Securities were missing to be able to add/delete an item from the dynamic drop-down list of the "BIC". (France)

Views and Filters
- When a view was deleted, the drop-down list of the views would go back to the (My view) default view, but the display was not refreshed. (column options, filter and sorting)
- By pressing the "Esc" button of the keyboard and being positioned on the drop-down list of views or filters, the active management would not close.
- Addition of validations on the numeric type fields in the filter window when adding one or more values to filter (is equal, is between or is in the list) to make sure it really is a valid number.
- Option "The last view used when closing" of the options when opening the display grids always set the view to "My view".
- Option "The last filter used when closing" of the options when opening the display grids did not bring back the filter.
- An error (List index out of bounds) sometimes occurred when removing columns from the view.

Other Documentations
- Revision of the nomenclature of certain columns related to third-parties and canvassers.
- The fields of the third-parties of the different grids of the different managements have been renamed so that the names all start with "Third-party". They will therefore be grouped and easier to find.
- Addition of fields "Ident. individual", "Ident. job title", "Ident. company" and "Ident. service" in the mailing and issued receipt grids.

- The colour of the label associated with the active component also becomes orange.

Analysis and History
- Fields "Short greeting result", "Long greeting result" and "Title greeting result" have been added to the "Transactions" tab of the analysis and history.

Item
- It is now possible to associate tax groups to items. (55677)
- Fields "Sale price" and "Quantity" have been added to the selection list of an item.

Clients
- An advanced function has been added to the "Client/Relation" tab of the client management in order to create a client file for all filtered internal contacts.
- The "Inactive" field has been added to the "Clients/Tasks" tab of the client management.

Master Documents
- A new option allows you to insert all the merge fields selected automatically in the document when creating a new master document.
- Relations 1 to 5 have been activated for "Receipt" type master documents.
- Merge fields "Rel_Type_Relation_Code", "Rel_Type_Relation_Desc", "Rel_Type_Relation_Rev" and "Rel_Type_Relation_Reverse" have been added.

Exports
- Encoding type (UTF-8 without BOM) is now available in the export management.
- At the end of the export of an IBAN type electronic transaction file, the number of transactions and the total are now displayed at the end. (France)
- When the type of export for electronic files is changed from RIB to IBAN, the date of the change is kept in order to determine the transactions appearing in the FRST section. (France)

Invoices
- The "Display the amount of the taxes per item" option has been added to the parameters of the invoice report to display a column containing the total amount of the taxes per item. (55677)
- When the "Extract and display the taxes" option of the parameters of the invoice report is checked, the total of each tax used is displayed in the detail of the invoice total. (55677)

Web Forms
- Google AdWords is now integrated to Web forms. (67419)
- Google Analytics is now integrated to Web forms. (67419)
- A new option for the importation of Web forms has been added to allow you to import the province code, instead of the description. (68235)

Duplicate Merge
- It is now possible to merge clients from the client management, without having to create a list of duplicates.

Importations
- There is now a Task Importation module. (67322)
- It is now possible to import items with the Transaction Importation module. (68239)

Customized Lists
- It is now possible to perform the search on the canvasser and on the linked clients in customized lists by transaction criteria.

Participants
- The columns of the participant's means of communication have been added to all the tabs of the Analysis and history of the subscriptions.

Web Receipts
- A new option allows you to display the organization code on the Web receipts.

Divisions
- A search bar is now available for the list of sectors within a division.

Commitments
- When transactions are attached to a commitment from a commitment, a question is now asked when transactions are found with a different third-party from the commitment. (68848)
- The objective of the commitment is now calculated when the amount of the instalment is inferior to $0.
- The registration date of a commitment is now required.

Exports
- The IBAN export template was modified, the optional address section was removed. (France)

Duplicate Merge
- When you want to merge more than 15 clients at a time, a confirmation is now requested before proceeding.
- It is now possible to merge more than 2 clients at a time with the "Merge and crush another client" function.

Custom Report Templates
- It is now possible to make a multi-selection in the columns of the advanced custom report templates.
- The client display of the configurations of the advanced custom report templates has been improved.

GL Groups
- A search bar is now available for the GL list within a GL group.

Instant Payment
- The "Shop ID" field has been modified to "ID of the shop", in order to use the same terms as Optimal Payments. (68271)
- The "Shared key" field has been modified to "Shop key", in order to use the same terms as Optimal Payments. (68271)
- The Optimal ID account information and the shop key are now specified for each payment method of the organization. (68271)
- Improvements have been made to the mailing and to the reception of instant payment information.
- The label of the "Deferred payment" was modified to "Instant payment" when the transaction date was in the past.

Preferences
- The "Status of the search bar when opening a file" option in the user preferences is now also applied to the search bars of update files.

Reminders
- In the grid of the reminder window, a "Priority" column has been added, and the text format no longer changes based on the priority of the reminder.
- The task number has been added to the reminder window of the tasks.

Duplicate Search
- In the window used to determine the criteria for the duplicate search, 4 buttons have been added to quickly activate the following desired criteria: P Type, D Type and None.

Receipts
- The performances for generating receipts have been improved.

Relations
- In the selection list of a relation, the relation type was not displayed.
- It is now possible to link an internal contact to one of the addresses of his or her master file.

- An error message was sometimes displayed when closing a window that contained a grid.

Activity
- The GL group in the activities did not display the right value.

Address
- In an address, the button to select an origin address of a relation was hidden.

Analysis and History
- In the Analysis and history, the old summaries can now be found under the "Integrated summaries" tab.
- The filters on the grid of integrated summaries did not work.

Characteristic
- The performances when saving characteristics have been improved.
- The performances of the "Delete all values" advanced function of a characteristic have been improved.

Clients
- In the address entry window, the scroll bar is automatically scrolled by clicking on the button that opens sections, in order for sections to be visible.
- Under the "Clients" tab of the client management, 2 fields had the "Addr. Line 4" name and none was named "Addr. Line 5". One of the two fields was correctly renamed.
- Correction of problems with company greetings when relation fields were used.
- Under the "Clients/Addresses" tab of the client management, an error message was displayed when you tried to modify or remove a line with no address.

Division / Sector
- When adding a division or a sector with no person responsible, the new element was not visible in its management.

Master Documents
- A problem occurred with the saving of the options for relations 1 to 5 of master documents.
- In the master documents, the list of merge fields for the characteristics, customized fields and the means of communication types was sometimes incomplete.

Commitments
- When you closed and re-opened a commitment, the grid of planned instalments was not always refreshed correctly.
- Correction of an error that occurred when selecting a canvasser, if the selected client had not already been identified as canvasser in his or her file.
- When duplicating a commitment, the BIC and the name of the institution were not copied.
- The tab order of the commitment file was corrected.

Exports
- The totals of an IBAN export file were not always right.
- The file export for electronic transactions did not work.
- The duplication of the configuration of an export file was not made correctly.

Web Forms
- If a customization option did not have any order, it was locked, as if it no longer existed. (70298)
- In a Web form, if an option list type characteristic was used and the options were displayed in alphabetical order, the order on IMakeAnOnlineDonation did not correspond.
- It was possible to modify the value of the checkbox to issue Web receipts in Web forms while in read-only.

Duplicate Merge
- When merging duplicates, several means of communication were sometimes found with the same position.

Importations
- In the loaded data management, if a column was moved and the view was then saved, the change was not recorded.
- In the modification window of loaded data, when the value for the "Is a company" field was modified, the "Individual/Company" section was not hidden/shown automatically.
- In the modification window of loaded data, when a client (1) was a duplicate with another client (2) on the same line, if client 1 was modified, the modifications were not saved in the tab of client 2.
- When the file was modified for an importation, the reading of the header of the new file was not always done.
- An error occurred when opening a shaded drop-down list.
- A correction was made to the loaded data management, when using a multiple value.
- In the Importation module, it was possible to write letters in numeric type fields.
- Correction of an error that occurred when importing a third-party client with his or her reference number.
- It was possible to import a job title for a company with the Importation module.
- In the client importation, it was possible to create a new client with no first name, last name nor company name.
- Fields "AddrRoad", "AddrPointofCall", "AddrBuilding", "AddrRoadComp" and "AddrBranch" were not imported.
- The status of the receipt in the commitments was not set to "To be issued" when the "V" value was used.

Customized Lists
- When creating a customized list of duplicates, by default, only the D type criteria are activated.

Means of Communication
- In quick entry mode, the creation and modification dates of the means of communication did not have any time.
- When adding a new type of means of communication, it occurred that it was not immediately available in the client file.
- An error occurred when deleting a type of means of communication.

Instant Payment
- It was possible to send a transaction with a total of $0 to Optimal Payments if the transaction came from a commitment.

Preferences
- An error message occurred when saving preferences, if the number of characters of the first name and the last name to be compared for the detection of duplicates had been modified.
- The "Cedex" field was sometimes unavailable in some places.
- The text of the "Print letter format reports in A4 format" option has been modified to "Change the printing format of the letter format reports to A4 format".
- In the system preferences, the options allowing you to specify which contacts and which addresses should be used by default in a transaction or in a commitment did not work.

Mass Mailing
- In the mass mailing generation window, it was possible to add lines to the list of master documents.
- In the mass mailing, when the default address had to be used for a client, even if that client did not have any default address, the address merge fields still contained information.
- The new relation type characteristics were only available for the first relation. (fields beginning with Rel_) in the mass mailing.
- An error occurred in the relation type mass mailing when a summary was activated in the master document. (69374)

E-mail Blast
- When adding a distribution list, the list of fields was always in English.

Reports
- In the "Revenues vs Mailing History" report, the "Nbr. cli. mail." column now calculates external mailings.

Custom Reports
- There was a display problem in the font configuration of the custom reports.

Duplicate Search
- In the duplicate merge window, if the merge was not performed from a list of duplicates, the "Remove from the merge" button was hidden.

Receipts
- The addressing configured for the country is now used when the "Use the address of the mass mailing" option is checked in the standard receipts.
- If the receipts were generated at the moment of the transaction transfer and you answered "I refuse" to the question at the end, the receipts were still created.
- An error occurred when generating receipts if the following merge fields were checked: "TrxRUM", "TrxHolder", "TrxBIC" and "TrxIBAN".

Tasks
- The "To come" status was not available in the search bars of the different task grids.

Taxes
- The names of certain columns were corrected in the tax grid within a tax group.

Transactions
- The tab order was corrected in the transaction entry window.
- Correction of an error that occurred when assigning new transaction values, if it was performed on a transaction associated with an invoice.
- An error message was displayed when creating the first beneficiary transaction for a client who had not been identified as beneficiary.
- All the instant transactions were empty under the "Unknown" subtab of the "Instant" tab of the transaction management.

Views
- When columns were added to a customized view, the columns on the left were inserted before the selected column on the right, rather than being inserted after.

Commitments
- There is now an advanced function that allows you to massively add, modify or remove commitment or transaction characteristics.

Importations
- There is now an Address Importation module.
- There is now a Means of Communication Importation module.
- It is now possible to import a RUM when importing transactions and commitments.

Searches and Filters
- The ">" search operator now performs a real "greater than" search, instead of "greater than or equal to". To perform a "greater than or equal to" search, you must now use the ">=" operator.
- The "<" search operator now performs a real "smaller than" search, instead of "smaller than or equal to". To perform a "smaller than or equal to" search, you must now use the "<=" operator.
- It is now possible to perform more advanced searches by combining operators ">", ">=", "<" and "<=" (e.g. ">5<=10" for "greater than 5" and "smaller than or equal to 10").
- It is now possible to perform searches with the "=(...)" operator, in order to find who "Is on the list".
- For text type columns, it is now possible to perform "Is on the list" searches in "content" mode with the "(...)" operator.
- For numeric type columns, it is now possible to find everything that is empty or equal to 0 by using the "#0" operator, conversely, to find what is not empty and different from 0 with the "!#0" operator.
- For status columns, an option list is now available in the search bar, in order to select several statuses at the same time.

Other New Features
- There is now a mass assignment function for the prospection characteristics in the Analysis and history and in the client file.
- It is now possible to filter transactions coming or not from a commitment in summaries and in customized lists.

Clients
- Fields "Addr. line 1" to "Addr. line 5" have been added to the different tabs of the client management.

Commitments
- The "No comm." field has been added to the selection grids of commitments, it is displayed by clicking on the "Commitment in progress" button when adding a transaction.

Exports
- In the export management, the options allowing you to remove accents, limit exported values to certain characters and change the case have been added.

Importations
- Column selection has been added to the Importation module.
- A shortcut for the "Validate and next" button has been added to the Importation module.
- Fields "CliFirstName", "CliCompany" and "CliService" have been added to the top section of the Importation module.

Transactions
- It is now possible to create an instant transaction with a date going as far as 30 days prior.
- It is now possible to modify the date of an instant transaction to a date going as far as 30 days prior.

Other Improvements
- Default greetings have been moved to the preferences.
- A search bar has been added for the list of master documents in the mass mailing window.
- The search bar functions have been improved.
- All the operations available in the filter are now also available in the search bar (except for particular combinations of several conditions).
- Version numbers have been added to the event logs.

Clients and relations
- When the name of a client was modified, the greetings in the relations were not corrected.
- The address analysis has been improved so that the information is entered at the right place.
- Greetings are now updated after changing the order of a relation.
- Greetings are now updated after deleting a relation.
- Relation 1 is now allowed in the greetings of mass assignment of clients.
- Correction of an error that occurred when mass assigning relation greetings.
-Certain buttons disappeared when the merge window was reduced. (67501)
- In the client management, the search on the "Deceased" column did not work in the same way as the other checkbox type columns. (67392)
- Improvement of the performances by checking the "Deceased" checkbox in a client file. (67447)
- The dimension constraints were not always respected when resizing the client file.
- Correction of a problem with the display of the means of communication for the relations on the "Detailed list of clients" report.
- Correction of an error with the relation type mass mailing, from the "Clients" tab of the client management.
- When deleting a client, certain pieces of information were not deleted, even if no error had been found.

Exports
- When exporting electronic files, it occurred that not all the lines were exported.
- Correction of an error that occurred when exporting an electronic file from the "Batches" tab of the Analysis and history.

Web Form
- A correction was made to the activation of the Web receipt checkbox in the Web forms.
- A correction was made to the duplication of Web forms for which the commitments section had been activated.
- After importing an element from IMakeAnOnlineDonation, verification is now made to see if the element already exists in ProDon, prior to deleting it from the loaded data management. (67321)
- A correction was made to the option list type customizations.

Importations
- Addresses imported via the Client Importation module were incomplete.
- Improvement of the performances when assigning a position to new addresses, following a client importation.
- When modifying clients via the Importation module, it occurred that the imported address concatenated with the existing address in the software, even if the file contained a "CliAddress" column with no .
- Correction of an error that occurred in the client importation when the reference number was used to find client numbers.
- In the Importation module, when the value of a date/time or numeric characteristic was invalid, an error message was displayed instead of a warning.
- When importing clients, the preferred means of communication were not identified.
- When importing transactions via the Importation module, the documents to be issued were checked in the transaction, but did not appear in the processing of documents to be issued. (67131)
- Correction of an error that occurred when importing clients, if the "CliExcludeMassMailing" column was present.
- The automatic case option on the address when importing clients did not affect the fields of the address block.
- In the Importation module, the greeting was not generated for clients with no title.

Customized Lists
- If the Beneficiary module was not active in ProDon, an error occurred when adding criteria to the customized list by transaction criteria.
-It occurred that the list of organizations in the criteria of a customized list by transaction criteria did not contain anything.

Preferences
- Addition of an option to the system preferences, allowing you not to force the documentation of certain required fields in the Importation module.
- The merge fields of relation 1 are now available in the greetings of the system preferences.
- Correction of an error that occurred when adding a first credit on a tax, from the "Expenditures" tab of the system preferences.

Transactions
- Correction of an error that occurred when activating the association button of a transaction associated to a commitment.
- An error occurred when opening the transaction management, if the Online Donation and the Electronic Transactions modules were not active in ProDon.
- When you browsed from one transaction to the other with the arrows of the modification window of a transaction, the list of documents to be issued was not refreshed. (66987)

Other Corrections
- Correction of an error that occurred when removing double characteristics. (67497)
- Correction of an error that occurred when printing custom reports.
- When a selection list was reduced, it occurred that the bottom of the grid was truncated.
- A correction was made to the encrypting of account numbers.
- A correction was made to the "List of items" report.
- When bank account numbers were not encrypted, the modification window of the electronic information still displayed the hidden number.
- A correction was made to the relations of the mass mailing.
- Correction of an error that occurred when exporting receipts with integrated thank-you.

- Transaction characteristics were added to the commitment type master documents.
- The fields of the five address lines have been added to the link and relation types mass mailing.
- It is now possible to perform an IBAN export based on the SEPA file format norm.
- Merge fields "IBAN", "BIC", "RUM" and "Holder" have been added to the transaction and commitment types mass mailing.
- The IBAN is now verified in the Importation module.
- An option is now available to hide the text lines in the footer of the custom reports.

- The entry box of the acronym of a company has been enlarged.
- Special filters have been added to the filter tool of the following tabs "Clients/Addresses", "Clients/Means of communication" and "Clients/Characteristics" of the client management.
- Improvement of the performances in the customized lists by mailing criteria.
- Improvement of the address analysis, in order to enter the right information at the right place.
- When you are completing a customized list with all the filtered clients, the filter of the view is now considered when a filter is applied.
- Improvement of the performances under the "Relations" tab of the client management.
- Fields "Acc. prj. ID" and "Acc. prj." have been added to the "Commitments" tab of the Analysis and history.
- It is now possible to modify the canvasser, the third-party client, the GL account and both linked clients of the billed transactions.
- The button allowing you to delete a customization option also deleted the option in the configuration of the characteristic, as well as in the different records where it was. Despite the presence of a warning, this operation was considered to be too risky and counter-intuitive. Therefore, it is no longer possible to delete an option used in the system, from a customization. From now on, you will have to go through the configuration of the characteristic to be able to do it.
- In the exportations, addition of the possibility of separating the data lines, based on a value change on one or more fields.
- It is now possible to save an export file in ANSI or in UTF-8.
- There is now a new option when duplicating exports for the "Separated by" fields.
- Addition of columns "doc. code", occa. code" and "act. code" in the processing of documents to be issued.
- It is now possible to resize the entry window of electronic data.
- It is now possible to modify the RUM (security).
- A validation has been added to the number of characters for the BIC. It must be of 8 or 11.
- Addition of the fields "Third-party (Last name, First name)", "First name (third-party), "Last name (third-party)", "Co. name (third-party) and "Co. name cont. (third-party)" under the transactions and commitments tabs of the Analysis and history.
- The "Client (third-party)" column was renamed to "Third-party (First name Last name)".
- There is now a new version of the VNC support tool.
- The characteristics of campaigns, donation occasions, activities and GL accounts have been added to several grids.
- The sector was added to the relations tab of the client file.
- It is now possible to resize the detail section of a prospection.
- Address changes are now detected directly from the address section of the client file.
- Columns "Deceased?" and "Date of death" have been added to the "Relations" tab of the client management and the client file.
- When a client is identified as deceased, a question now asks you if an end date must be added to all the relations.

- The "View the transactions of all users" option was no longer visible.
- An error occurred when importing online donations.
- The "Update telephone numbers" supervisor function also modified emails and websites.
- An error sometimes occurred when adding a commitment frequency to a Web form.
- An importation error occurred and caused an internal contact and a client file to be duplicates with each other.
- When editing transactions, the "This client never wants any receipt" client parameter was not considered.
- Correction of an error that occurred in the tasks if the deadline date was postponed and if you accepted to resume the task in progress, the status was not updated.
- Correction of the structure of the IBAN export file.
- Correction of an error that occurred when sending an E-mail Blast, if characteristics or customized fields were used in the master document.
- Correction in the calculated fields of the master documents.
- Correction in the importation of commitments.
- Correction of an error that occurred when using an instant payment with a saved payment. (66 042)
- Correction of an error that occurred when deleting an address linked to means of communication.
- Correction of the tab order in the address entry window.
- Correction of an error in the assignment of new transaction values.
- An error occurred when the characteristic type was changed to "Option list" or "Predefined option list".
- An error message was displayed when merging 3 clients or more, if they were all in the same customized lists.
- When a filter was activated on the list of duplicates, it was not possible to use Internet utilities (e.g. Google maps).
- When Web receipts were active on a form, it was required to put the description of the benefit of the activity, even if the amount of the benefit was $0.
- The quantities in the inventory were lost when sending all the Web forms in test or in production.
- When creating a new payment method in an activity, the addition window of Grand Ledger accounts opened instead.
- The title of the window generating documents to be issued has been changed.
- The function allowing the generation of annual receipts did not work.
- On the "Batch transactions" report, the donation occasion always displayed "(invalid)".
- In the Importation module, the duplicate section did not display any information if the duplicate was an internal contact.
- When adding an address type to a document, the filter was still applied for the next addition.
- The grid for credits on taxes in the system preferences did not work.
- In a customization option, it was not possible to uncheck the "Visible on the form" option, if the option was used to activate another customization in another form.
- When importing participants via the Importation module, if the activity was standard type, participants were created, even if all the fields were empty.
- The "Your transaction has been processed successfully" Web form label was deleted by mistake in certain label groups.
- The inactive master documents were visible in the selection window of a master document when selecting a document for an E-mail Blast mailing.
- The activity search bar of the donation occasion files did not work.
- The search in the donation occasion expenditure activity tab did not work and returned an error.
- The "Complete and duplicate" function in the assignment of new commitment values did not work.
- In the documents to be issued, the addresses were not exported, except for the one of the client of the transaction.
- When importing online donations, the contact and the address were imported in the client, but were not entered in the transaction.
- The "OK Other transaction" button is no longer available when adding an instant transaction.
- An error occurred when modifying the amount of the billed transaction, if the amount was not a whole.
- An error occurred when deleting the penultimate criterion of a static list of clients by mailing criteria.
- After duplicating the activities of a donation occasion, the list was not refreshed and therefore, the new activities were not displayed.
- When importing commitments, the address and the contact were not entered in the commitment.
- The "Options" button of the transaction transfer did not work.
- An error occurred when creating an instant payment paid through bank transfer.
- When printing a report, the option allowing you to print a page interval did not work adequately.
- In the Importation module, if the name of the columns of the csv file ended with "-1", "-2", "-3", etc; the names of the columns of the loaded data management were not displayed correctly.
- When the "The client is inactive" option was checked or unchecked, the identification label was not refreshed automatically.
- The floppy was not activated when the content of the "Greeting" tab of the language management was modified.
- In a relation, the greeting was not always refreshed when it should have been.
- When the "Deceased" option was unchecked in a client file, the GL group for the designated gift was not emptied.
- The floppy was not activated when the modification was the detail of a prospection.
- The logo under the "Image" tab of the organization parameters was badly drawn sometimes.
- An error occurred when deleting a transaction of electronic bank transfer type.

Clients
- Addition of ID fields in the different tabs of the client management.
- Addition of the prospection ID under the "Prospection" tab of the client file.
- The "Visibility" tab of the client file was still visible, even if it was specified not to display it.
- Fields "Created on", "Created by", "Last modif. on" and "Last modif. by" have been added to the "Clients/Addresses" tab of the client management.
- The entry boxes of the means of communication in quick mode were sometimes too large when a scroll bar was present.
- In the default values of clients, certain modifiable fields were not or did not remain blue.
- When merging clients, the order of the merged relations was wrong.
- Improvement of the performance when searching on a relation type field, under the tabs of the relations.
- Improvement of the performance under the "Clients/Addresses" tab of the client management.
- An error occurred in the "Clients/Addresses" tab of the client management, when a means of communication type was added.
- Fields "Addr. for receipts" and "Addr. for documents" are now available under the "Clients/Addresses" tab of the client management.
- Duplicate merge with a characteristic did not work.
- Improvement of the performance in the "Clients/Tasks" tab of the client management.
- The long text type characteristics did not work when assigning new client values. (60917)
- Under the "Summaries" tab of the client file, the "Objective" column was calculated based on the entry date of the commitment. From now on, it will be calculated based on the start date.
- In the default values of the clients, tabs "Summaries", "Instant payments" and "Recognition programme" are now hidden.

Addresses
- Correction of the tab order in the address entry window.
- The "Edit identification" option was renamed to "Edit identification (for mass mailing only)".
- It is no longer possible to change the default address when it is a seasonal address.
- It is now possible to modify the file of the client whose address is the origin address.
- When a means of communication is removed from an address, a question now asks you if the link between the means of communication and the address must be deleted or if the means of communication must be eliminated for good.
- The "Address for documents" option in the addresses did not stay checked.
- The "Address for documents" option was renamed to "Address for documents to be issued".

Analysis and history
- The ID of the prospection has been added to the Analysis and history.
- Fields "Annual receipt?", "Created by" and "Last modif. by" have been added to the "Commitments" tab of the Analysis and history.
- Correction of an error that occurred when you went from the "Participant" tab to the "Tr. received" tab.

Tasks
- The prospection number is now entered in the reference of a prospection task.
- Under the "Linked tasks" tab of the modification window of a task, many functions did not display any message when the task being modified has been locked by another user.
- The message indicating that it is not possible to modify many tabs at a time when assigning new values to the tasks has been removed.

Instant payments
- Correction of an error that occurred when verifying the statuses of transactions awaiting processing.
- Correction of an error that occurred when sending instant transactions.
- Under the "Instant payments" tab of the client file, the payment information was not visible even if it had been specified that you wished to keep it when creating a transaction or a commitment.
- It is now possible to massively delete denied instant transactions. (63 046)
- It is now possible to perform massive assignments on denied instant transactions. (63 045)
- It is no longer possible to modify the client of an instant transaction.
- It is no longer possible to send back the payment information if the transaction has the "To send" status.
- It is now possible to massively modify the donation occasion, the activity, the payment method, the date or the donor for instant transactions if they have the "To send" or "Denied" status.
- It is now possible to massively cancel instant transactions if they have the "To send" or "Denied" status.
- The warning message for instant payment transactions with a total of $0 is no longer displayed when the transaction is accepted.

Web Forms
- Correction of an error that occurred when importing a transaction from IMakeAnOnlineDonation.
- Accentuated characters were replaced by their unaccentuated equivalents when sending the organization information for the Web receipts.
- It was not possible to delete values in the drop-down lists of the "Information appearing on the IMakeAnOnlineDonation.com website" section in the parameters of the organization.
- It is now possible to modify the "Use the client importation" option in a web form importation.
- When duplicating a Web form, the "Display another amount" checkbox was not duplicated in the activities.
- It is now possible to use the < and > characters in the confirmation email.
- Certain buttons were no longer available after duplicating a Web form.
- When modifying the display of the title and the logo, the height of the logo was not always available.
- When opening ProDon, a question is asked prior to sending the receipt information if they have not been sent.
- The transaction verification window of IMakeAnOnlineDonation closes when you click on the button to perform the importation.
- The 00000 postal code format did not work.
- Postal codes sent to IMakeAnOnlineDonation still contained a non-breaking space.
- Correction of an error that occurred when duplicating a Web form.
- It is no longer possible to check the "Use the receipt checkbox" checkbox without specifying the type of donor for whom the receipt has to be issued.
- Correction of the visual of the Web form group management.
- In the customization update file, the "Display on the website" option was renamed to "View on the form".
- When the participants are activated in the Web form of an activity, it is no longer possible to uncheck the participant management from the ProDon activity.
- In the configuration of the website, by clicking on the button to check all the images, the deletion button was not active.
- It is now possible to have an activity by quantity with no benefit on a Web form.
- Correction of an error in the Javascript when displaying a Web form on IMakeAnOnlineDonation.
- There was a problem with the sequencing of the notes on the home page for online donations.

Characteristics
- Improvement of the performances of advanced function "Add/Edit/Remove characteristics".
- Correction in the addition of a characteristic if the start date is later than the end date, the characteristic is duplicated.
- In the characteristic group file, the button to modify a characteristic was not shaded in the background.
- An error occurred when renaming a characteristic option if the value contained an apostrophe.
- In a characteristic, the "Always present" checkbox could be checked in the background.

Importations
- In the importation, by checking the checkbox allowing to force the creation of a new client for a client who should normally be a duplicate (D), a warning is now displayed to notify the user of the situation.
- In the modification window of the data loaded in the Importation module, fields "The client is a company" and "Postal code" were still modifiable.
- An error occurred when there was no string delimiter in an importation with a delimited format.
- When importing, it is made sure that all the clients who are duplicates with the clients of other lines are included in the filter. If it is not the case, the user will be asked if he or she wishes to continue.
- The # before the line number in the Importation module disappeared when the "Force a new client" option was checked.
- Addition of useful information for the correction of errors in the Importation module.
- An error occurred in the Importation module when using the following fields: "RelTitleRelation", "RegistRelTitleRelation" and "PayerRelTitleRelation".
- It is now possible to import addresses that already are in the client's history.
- Addition of an importation option to replace text with a carriage return to the line inside the different imported values.
- In the Importation module, the regions of the new addresses were not updated.
- There was a problem with the "MailCanvasserCode" field in the Importation module.
- An error occurred when the importation window was opened from a template in the transaction management.
- An error occurred in the mailing analysis, of the Importation module.
- Correction of different problems with the importation of non-unique characteristics.
- The accounting project was added to importations of transaction and commitment types.

Relations
- Options "Between 2 companies", "Between an individual and a company", "Between 2 individuals", "Spouse(s)", "Company/Contact" and "Immediate family" were not displayed in the form of a checkbox in the relation type management.
- The button that displays the selection list of the relation type in the assignment of new values on relations did not work.
- The "Relation code" field was added to the relation grids.
- In a relation type, the "Recurring types" label has been modified to "Integrated types".
- No error message was displayed if a relation type with an existing code was added.

Customized lists
- When creating a customized list, there was no message requiring the selection of a list before editing the criteria.

E-mail Blast
- Correction of an error that allowed you to send two confirmation emails for a subscription to a distribution list.
- In the E-mail Blast, the confirmation email of distribution lists will be deactivated if the subject and the message are empty.
- Correction of an error that occurred when creating a provisional mailing from a client file.

Preferences
- Under the "Performances" tab of the system preferences, the column of the management is now shaded and the width of the columns is saved.

Means of communication
- An error occurred by applying a sorting on the "Note" column of the means of communication grid.

Prospection
- In the modification window of a prospection, the code and the description of the donation occasion could be truncated.
- Under the "Prospection" tab of a client file, the task button was going along the right side of the file when it was resized.

Commitments
- It is now possible to massively assign the completion reason of a commitment. (62 572)
- In the default values of the commitments, certain modifiable fields were not blue.
- The tab order was incorrect in the commitment file.
- Correction of an error that occurred when opening the commitment generating file.
- When you went from one commitment to the other with the navigation arrows of the modification window of a commitment, the instant payment information was deleted.
- An error occurred when opening the commitment transaction generating window.

Transactions
- It is now possible to attach a transaction to the commitment of another organization.
- The buttons to select and delete the contact of the receipt were not deactivated when the transaction was in read-only.
- The "Language" field has been moved in the client selection window, before the creation of a transaction so it could be at the same location as in the client addition window.
- It occurred that the goods and the appraiser were displayed in the transaction even if no payment was selected.
- An error occurred when clicking on the button displaying the list of transactions of an annual receipt.
- The security that was preventing the modification of transactions with issued receipts did not work.

Mass mailing
- Correction of an error that occurred in the mass mailing with numeric type characteristics.
- Correction of an error that occurred in the mass mailing when links were used.
- Correction of a date and time conversion error in the text string of the mass mailing.

Documents to be issued
- Addition of the issuance date to the documents of a transaction grid.

Donation occasions
- The "Force the GL group" option was moved to the GL group section.
- A separator was added over the activity grid of the modification window of a donation occasion.
- When the benefit is empty in an activity, the translations are also empty.

Master documents
- When duplicating a transaction type master document, the transaction options were not duplicated.
- Correction in the creation of commitment type master documents.
- It is no longer possible to have a calculated field in the receipt type documents.
- An error message occurred when trying to open an "In Memoriam gift" type master document in the editor.

Receipts
- When a receipt cancelled and replaced a Web receipt, the prefix was not displayed.

Mailing history
- The canvasser was not kept in the mailing history when he or she was inactive.

Invoices
- Correction of an error that occurred when generating invoices, if the description of the activity contained a percent symbol (%).

Other corrections
- When you exported to a Word document in a management, from the time all the records were exported, even if you selected "Only one record", all the elements were exported.
- Addition of an option in the standard data export window, allowing you to replace the carriage returns with text in the different exported values.
- Resolution of the "The object was open" problem when exporting to Excel.
- Certain drop-down lists did not work with the mouse wheel.
- A maximum of 1000 displayed elements per management has been added to the managements that are not under the "Performances" tab of the system preferences.
- If "year-month" type dates were displayed in the cross-analyses, the values were not sorted in the right order.
- The buttons to open the files no longer worked in the support request window.
- Correction of an error that occurred when you clicked on the down arrow while being positioned on a checkbox or a radio button.
- Sometimes Windows changed the date formats in the application, which caused problems with the search bar.
- Addition of ID fields to the different tabs of the Analysis and history of the GL and the donation occasion managements.
- It is now possible to perform mass assignments of characteristics on transactions and commitments.
- The cities were not corrected in the region definitions and in the postal code automations when a modification was made in the dynamic drop-down lists. (62234)
- The customized fields were still visible in the managements, even if the option was not checked.
- Correction of an error that occurred when selecting the "Selected activities only" option in the "Donation occasions" tab of the "Return on investment" report. (60714)
- An error occurred if a reverse sort was activated in the "Client with detailed history" report. (60 881)
- Options "View the documents of the other users" and "View the receipts of the other users" were no longer visible in their respective managements.
- Improvement of the performances of the function allowing you to update the regions of all the addresses of the database.
- Optimisation of the performances when a support request is made from the F1 button.
- In the filter or view tool, the "Include the elements with no characteristic" option is now always available, regardless of the selected operation.

- Addition of instant payment information in the Analysis and history (e.g. card type, expiration date, etc.).
- Correction of an error that occurred when assigning a relation type to many relations.
- Correction of an error that occurred when renaming a merge document from the exportation and merge window of any management.
- An error occurred in the Transaction Importation module when the importation file contained a transaction with an activity with a sale price of $0 and the quantity column was not present.
- When a master document was open in read only, certain elements could still be modified.
- It is now possible for the SUPERVISOR profile to add, modify or remove characteristics for which that person is not responsible.
- The location of the client's language has been changed for ergonomic purposes in the client file.
- An error occurred when a condition was added in a calculated field of the master document.
- It is now possible to save 2 addresses and means of communication that are identical.
- When a client file was open, and one of that client's addresses was also open, in addition to one of the means of communication of the address undergoing modifications, a message indicated that the means of communication was locked.
- Asterisks are now displayed on the "Means of communication" tab as soon as there is at least one means of communication is added.
- Correction of an error message that was displayed when opening a task, if Outlook was not well configured on the workstation from which the software was started. (60904)
- The maximum number of records displayed in the client management (System preferences) is now applied to all the tabs, as well as under each tab of the client file.
- Addition of the "C2-Internal contact" field under the "Relations" and "Directory" tabs of the client file.
- A button is now available in the modification window of a means of communication to open the client file of the client to whom the means of communication belongs.
- In the system preferences, when a Cedex was deactivated, the option allowing you to specify the order of the address fields left a blank space at the former location of the Cedex.
- In the means of communication type management, when a means of communication was open, and you browsed with the arrows on top to go to the next, the description (English and French) was not refreshed.
- If a custom report did not contain any group header, an error message was displayed when it was generated.
- When the same file is added in the folder of the same task, you are now asked if you want to overwrite the existing one. Before, both files were kept.
- Before, the default height of the address field of the client file was 5 lines, it is now 2 lines.
- The option allowing you to choose the tab at opening in the client management allowed you to select many of them at the same time.
- In the customized list management, push buttons "Static" and "Dynamic" were not displayed.
- When opening client files and relation files, the default dimension is now 1024x768, if the display allows it.
- There is now a validation that prevents from removing a user for whom one or more views are only visible or modifiable by him or her.
- Correction of an error that occurred when the type of a characteristic was modified from "List of options" to "Predefined list of options", or vice-versa.
- There was an error when you copied and pasted twice the same file in the same task.
- When you click on the button allowing you to open the reference of a task, a menu is now available to open the file of the client 1, client 2 or the relation.
- The alerts of the reference are now displayed when opening a task.
- The alerts of the reference are now displayed when selecting the reference in a task.
- When merging duplicates, an error occurred when clicking on the "Merge and next" button when merging the last duplicate on the list.
- The sort order is now saved in the selection windows.
- If the application was used on 2 screens and the second screen became unavailable, an error message was displayed instead of bringing back the windows on the first screen.
- The total boxes at the bottom of the management grids disappeared if the calculation of the number of lines was activated by clicking on the button.
- When duplicating a level of the recognition program, the maximum number of criteria was not duplicated.
- Correction of an error that occurred when saving a commitment if one or more required characteristic(s) were not documented.
- Correction of an error that occurred when adding a master document from the modification window of a donation occasion or an activity.
- Addition of certain fields under the "Commitments" tab of the Analysis and history: "Nbr ins. Made", "Nbr ins. to come", "Nbr ins. total", "Pending amt" and "Last tr. (#Tr.)".
- When the assignment of new values was performed on commitments, no modification was made.
- Correction of an error that occurred when clicking on the button allowing the display of the list of accounting projects in the window of assignment of new values for transactions and commitments.
- It is now possible to document transaction characteristics in the commitments. When a transaction characteristic is documented in a commitment, the value selected in the commitment will automatically be brought back in all the future transactions of the commitment.
- Transaction characteristics are now visible under the "Commitments" tab of the client file and the Analysis and history.
- When adding a transaction, if the selection window of a pending transaction was displayed, it was not possible to select a transaction by double-clicking on it.
- When adding a transaction, if the selection window of a commitment was displayed, it was not possible to select the commitment by double-clicking on it.
- There are now campaign, GL account and donation occasion types characteristics.
- No documents were generated for internal contacts in a relation type mass mailing.
- Correction of an error in the custom report templates when the data was displayed per third-party.
- Correction in the positioning of the signature in the standard thank-you.
- There is now a system preference allowing you to activate or deactivate the GL group notion.
- The drop-down list of cancellation reasons was hidden when the receipt was not cancelled.
- In a multiorganization ProDon, when you were connected as SUPERVISOR, the drop-down list of organizations was not always visible in the Analysis and history.
- It is now possible to display the customizations of the transaction section, under the list of activities.
- Merge fields "Expiration_Date_Instant_Payment", "Description_Instant_Payment", "Confirmation_Number_Instant_Payment", "Number_Instant_Payment" and "Reference_Number_Instant_Number" are now available in the master documents.
- It is now possible to specify a negative position for the signature of integrated thank-yous for standard receipts.
- Correction of spelling mistakes in the English labels.
- Correction of an error that occurred when adding an activity with a forced payment method to a Web form.
- It is now possible to modify the default third-party client to be kept in the client merge.
- Correction of an error that occurred when validating a Web form before sending it in test or in production.
- In the modification window of an activity, the GL account was not automatically displayed based on the GL account.
- Correction of an error that occurred when opening the modification window of the customization options.
- In the modification window of an advanced custom report template column, the donation occasion was not displayed when the column was an advanced analysis characteristic.
- Improvement of the address division procedure.

- It is now possible to empty the date of the next instalment of many commitments at the same time with the new value assignment function.
- In a form containing a customization associated to a ProDon field, it was possible to send a customization option in production, even if it was not associated and if the "Do not associate this option" checkbox was not checked.
- When a characteristic option was deleted, it was no longer visible in the customization options associated with this characteristic, but were still visible on the Web. It was therefore not possible to remove this option from the Web. Now, rather than being removed from the list of options, they are crossed out.
- An error occurred if GL accounts were selected in the criteria of customized lists based on transaction criteria.
- Correction of an error that occurred when generating the "Revenues vs Mailing history" report, if the "Selected activities" option was used.
- It was possible to keep an incomplete token (e.g. missing card number).
- Correction of an error that occurred when importing commitments with an instant payment method that came from IMakeAnOnlineDonation.

- Addition of the fields "Job title" and "Abbr. language" for the third-party client, under the "Commitments" tab of the analysis and history.
- The "Title" field is now available in the thank-you for receipts.
- Addition of the columns "C1-Contact", "C2-Contact" and "Individual" under the "Relations" tab of the client management.

- It is now possible to add a new client from any tab of the client management.
- In the client management, it is now possible to determine the start tab when opening ("Display" menu/"Start tab").

- Correction of an error that occurred in the reissuance of receipts when the eligible amount was modified.

- It is now possible to specify an address for the receipts, that is different from the donor's current address.
- It is now possible to select a different client, contact or address for each document to issue for a transaction.
- In each master document, it is now possible to specify, for each client, the address to use for the mass mailing. It is also possible to choose whether to use the default address or to specify an address type order. It is also possible to use the address specified in each transaction or commitment for the transaction or commitment type master documents. This option is modifiable temporarily, from the mass mailing window.
- It is now possible to filter the X last years and the X next years (Y-5 or Y5).

- Addition of a column for address types in the means of communication grid of the client file. Before, this piece of information was only available in the address entry window.
- Addition of options allowing or not the display of all the contacts (third-party clients, canvassers, linked 1, linked 2, for receipts or for documents to be issued) as well as their addresses, in a transaction or commitment file.

- Correction of a problem with the column header detection in the Importation module.

- 2 accesses have been added (addition and removal) to the user management for each dynamic drop-down lists group (title, city, province, etc.).
- In the "Clients/Tasks" tab of the client management, the "Edit" button now opens the task rather than the client.
- There are now more layouts available for the positioning of the address components (system preferences).
- It is now possible to deactivate a customized list. When a customized list is deactivated, the filters that use this list will continue to work.
- It is now possible to perform a mass assignment of clients and relations on the service.
- In the user management, the accesses are now visible based on the active modules.
- It is now possible to sort the values of a predefined option list type characteristic, either in alphabetical order or according to a personalized order.
- When merging clients, it is now possible to choose the value to be kept for each characteristic, rather than only seeing the number of characteristics that will be merged (only for unique characteristics).
- Addition of navigation arrows in the modification window of a value for a characteristic.

- Correction of the means of communication display on the "Detailed List of Clients" report (client management).
- Correction of an error that occurred when generating the data report ("File" menu/"Data Report").
- Correction of an error that occurred when generating the "Detail of the Commitments per Donor" report (analysis and history/"Commitments" tab).
- Correction of an error that occurred when duplicating a master document.
- Correction of an error that occurred when generating receipts.
- Correction of an error that occurred when generating the transactions for the commitments.
- Correction of an error that occurred when merging a client type master document.
- Correction of an error that occurred when modifying an address from the entry file.
-The "Accessibility" tab of the tasks is now hidden in a standard ProDon (only 1 user) or if the security management has not been activated in the system preferences of a professional ProDon. Other similar modifications have been made.

- Addition of the "Canvasser (Last name, First name)" field.
- There is now a new standard receipt template named "3 receipts per page", that allows you to generate 3 different receipts on the same page, instead of 3 copies for the same client.

- Addition of a button allowing you to delete the thank-you for a receipt selected in a donation occasion, an activity or a transaction.
- Addition of the "New" button in the selection window of a GL account from the donation occasion.

- It was possible to add the "Invoice" button twice to the shortcut bar.
- The buttons allowing you to duplicate a donation occasion or an activity were no longer available.
- The button allowing you to create a master document from a donation occasion did not work.
- It was not possible to add a new region from a client file; a deadline expiry error would be displayed.
- It was not possible to cancel a transaction from an invoice; a message stating that the invoice could not be locked blocked the operation.
- An error message was displayed when generating reports in a batch transfer.
- An error message was displayed when checking the option "This client is a canvasser" in a client file.
- An error message was displayed when clicking on the Internet functions button of a client file.
- An error message was displayed during the transaction addition process, when clicking on the button allowing the viewing of the active commitments of clients, in order to link their transaction to one of their commitments.
- An error message was displayed in the transaction management, when clicking on the button allowing the generation of transactions for the donation commitments.

- It is now possible to conduct a global search on all the columns at the same time, from the search bar of any management.
- It is now possible to use the "OR" between the searches of the different columns, from the search bar of any management.
- There is now a new tool, push buttons, present in many managements that allow you to quickly apply certain filters (e.g. active/inactive of the client management).
- There is now the possibility to activate the totals on certain columns at the bottom of the grids of different managements.
- It is now possible to do a cross-analysis on the filtered data of the desired fields in any management.
- It is now possible to activate a quick entry mode for the characteristics and the means of communication in the client file.
- In addition to customized lists of clients, there are now customized lists of relations.
- It is now possible to import "fixed width" format files, in order to determine the width of the columns imported into the database (e.g. from 1 to 20 is the last name, from 21 to 40 is the first name, etc.) in the Importation module.
- There is now a new system preference that allows you to determine the duplicate detection criteria when importing. Different criteria can also be configured to detect a real duplicate (D) or a potential duplicate (P).
- It is now possible to specify the desired breakage for the text type fields in the association window of the Importation module.
- In the association window of the Importation module, it is now possible to empty a field if no value is imported for this field, rather than keeping the value present in the database.
- There is now a title management that allows you to match each title used in the database with a gender and a number. It is also now possible to specify a long title (e.g. Mister) and a short title (e.g. Mr.) for each title.
- There is now an advanced function that allows you to delete or merge titles.
- The "Directory" tab was added to the client management, it contains all the clients and internal contacts, as well as their default means of communication.
- The "Clients/Addresses" tab was added to the client management, it contains all the addresses of all the clients.
- The "Clients/Means of communication" tab was added to the client management, it contains all the means of communication of all the clients.
- It is now possible to move and hide different tabs in a client file.
- The "Tasks" tab was added to the client file, it contains the clients' tasks, the tasks of their prospections and the tasks of their relations.
- It is now possible to activate many warnings for the same client, to indicate start and end dates to warnings, and to determine which users will be able to see them and in which situations (when opening a client file, when entering a new transaction, when modifying a pending transaction, when opening a task or when selecting the task reference).
- It is now possible to massively add warnings to several clients at the same time.
- It is now possible to massively add, modify or remove characteristics for several clients at the same time.
- There is now an email group management. The groups that are created can be used when sending emails from the software, in order to send the email to many addresses at the same time.

- Notions of contacts and links have been merged, they are now found under the "Relations" tab. The notion of internal contact (individual with no file) still exists, and a button now allows you to transform an internal client into a client file.
- It is now possible to specify different default greetings for each language from the language management.
- In the client management, the "Contacts" tab has been replaced with the "Relations" tab, which contains all the clients with all their relations, as well as the clients with no relations.
- There is now a button, in the client file, that allows you to run the duplicate detection for the client file that is currently being modified.
- It is now possible to limit a relation type (formerly link type) to certain relations, either between 2 individuals (spouses), 2 companies (has as supplier/is a supplier of) or an individual and a company (has as employee/is an employee of).