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.