Characteristics

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

Client importations

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

Clients

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

Commitments

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

Customized lists

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

eReceipts

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

Expenditures

• The custom field tab now saves dimensions.

Filters and views

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

General

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

GL account

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

Invoices

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

Mass mailing

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

Receipts

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

Tasks

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

Transaction analysis and history

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

Transaction importations

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

Transactions

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

Users

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

Web App

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

Web Forms

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

Characteristics

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

Custom reports

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

E-mail Blast

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

eReceipts

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

Mailings

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

Receipts

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

Web Forms

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

Web App

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

Addresses

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

E-mail Blast

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

Filters and views

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

Importations

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

Instant Payments

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

Management grids

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

Tasks

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

Transactions

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

Web App

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

Web App

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

E-mail Blast

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

Importations

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

Relations

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

Transactions

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

Web App

• The organization logo is shown in the page header.

Clients

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

Customized lists

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

eReceipts

• Corrected an issue related to e-mail statuses.

Importations

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

Receipts

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

Securities

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

Titles

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

Transactions

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

Users

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

Web Forms

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

Commitments

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

Customized lists

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

Invoices

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

Transactions/Commitments

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

Age group

• Age group management was no longer accessible.

Client importations

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

Commitments

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

Document to issue

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

Duplicate merge

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

E-mail Blast

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

Groups of characteristics

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

Invoices

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

Items

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

Mailings

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

Master documents

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

Participants

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

Prospections

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

Relations importations

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

Transaction importations

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

Transactions

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

Web Forms

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

E-mail Blast

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

Participants

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

Client importations

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

Clients

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

Commitments

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

E-mail Blast

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

Filters and views

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

General

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

Importations

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

Instant Payments

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

Lists of verifications

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

Means of communication

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

Participants

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

Relations importations

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

Summaries

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

Users

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

Web Forms

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

Duplicate merge

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

eReceipts

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

Web App

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

Web Forms

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

Bank Accounts

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

Commitments

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

Custom reports

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

Dynamic drop-down lists

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

E-mail Blast

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

Importations

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

Means of communication

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

Receipts

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

Tasks

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

Titles

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

Transaction/Commitment importations

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

Transactions

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

Users

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

Web Forms

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

Web App

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

Clients

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

E-mail Blast

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

Mailings

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

Web App

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

Batchs

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

Characteristics

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

Commitments

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

Customized lists

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

E-mail Blast

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

eReceipts

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

Expenditures

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

Importations

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

Invoices

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

Preferences

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

Receipts

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

Receipts thank-yous

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

Reports

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

Summaries

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

Transactions

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

Web Forms

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

Web Receipts

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

Clients

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

Reports

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

Clients

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

Custom fields

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

Export and merge

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

Instant Payments (PaySafe)

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

Mailings

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

Master documents

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

Means of communication

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

Participants

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

Receipts

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

Transactions

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

Web Forms

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

E-mail Blast

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

eReceipts

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

Export and merge

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

Means of communication

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

Shortcuts

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

Timesheets

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

Web Forms

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

Age group

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

Bank Rejects

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

Clients

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

Electronic exportation

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

eReceipts

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

Transaction analysis and history

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

Transactions

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

Clients

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

Receipts

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

Shortcuts

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

Customized lists

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

eReceipts

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

Mailings

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

Transaction analysis and history

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

General

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

Electronic exportation

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

Export and merge

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

Export and merge

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

General

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

Web Forms

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

General

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

Web Forms

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

Accounting data export

• New accounting data export added for the Expresso software.

Batchs

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

Characteristics

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

Duplicate merge

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

General

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

GL account importations

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

Instant Payments

• It will be possible to refund an instant payment transaction made by direct debit.

Mailings

• Added a merge field in Master Documents for the countries name in the mailings language.

Payment methods

• It is possible to have an IBAN payment method pending in order to register the RUM, IBAN and BIC while waiting for the direct debit mandate.

SMS

• It is now possible to send mass SMS. The SMS module must be active to use this function.

Timesheets

• In the timesheets management, it is now possible to add timesheets for every employee the user has rights to validate a timesheet for.

Web Forms

• In a web form, the ?Real cost? tab will allow you to customize the wording under the activities and to use formulas in order to indicate to the donor the actual cost of their donation.
• In the Homepage Configuration, it is possible to configure Google Tag Manager.
• When saving a standard commitment activity for a web form and there is no minimum amount of $ 1, the message "The minimum amount can not be empty or $ 0 for a standard type activity when the total minimum amount of the section is empty or $ 0? will be displayed if the form does not contain a global minimum amount for the commitment section.

Accounting data export

• When transfering a batch, it is possible to specify the accounting data export to generate. In addition, once the transfer is done, it is possible to generate the accounting data export with a new template.

Batchs

• It is possible to create batch folders in the Folder management.

Characteristics

• When deleting a characteristic, the message indicating the characteristic is used in the system is now more detailed.
• The note in a characteristics is now a long text instead of a text of 255 character.

Clients

• Added a column for the greeting type in the different managements of the software. The column is ?Greeting - Type?.
• A field named ?LogiZone?? has been added to all tabs of the Client Management. This field lets you know if the client has a LogiZone account.
• The following columns have been added to the different grids in the software where a clients name appears: Company?, First name/Service, Last name/Company, Individual, Client (Last name, First name), Client (First name Last name), Company, Service, First Name and Last Name.
• With ProDon Junior, we are now limited to 1000 donators (clients with a transaction or commitment) instead of 1000 clients.

Commitments

• Improved performances when generating commitment transactions.
• The commitment type ?automatic entry? has been renamed ?Recurrent? and the commitment type ?By objective? has been renamed ?Planned?.

Countries

• The country ?Metropolitain France? is now merged with ?France?.

Customized lists

• In a mailings criteria for custom lists, it is now possible to specify several choices in the same criterion. The criterion will return any client with at least one mailing with one of the selected choices.

E-mail Blast

• 4 relation type Master document templates have been added as Email blast mailing examples.

eReceipts

• It is now possible to test-send eReceipts.

eReceipts history

• In eReceipts history, a filter will be applied permanently on the current organization.

Expenditures

• It is now possible to link an expense activity to many revenue activities.
• Untransferred expenses are not visible in Expenses History.
• The press buttons ?Transferred? and ?Not Transferred? have been added to the Expenses History.
• The expenditure tab found in the Transaction Management has been isolated in an Expenses Management. Also, the views, filters, reports and cross-analysis are now shared between the new Expenses Management and the Expenses History.

General

• In the Rich Text Editor, in the context menu, a new item was added to paste text as plain text (without format).

GL account

• GL Accounts have been merged with Accounting System Links. They will now use the GL Accounts terminology.

IBAN

• Added the SMNDA (Same Mandate, New Debtor Agent) mention in the SEPA file when the IBAN changes when the UMR (Unique Reference Mandate) stays the same.
• Transactions payed by IBAN can now be grouped by IBAN/BIC/UMR in the SEPA generated file.

Importations

• In client import options, the ?Extract the particle from the last name? option has been added.
• It is now possible to import csv files in UTF-8.
• It is now possible to import a contact for the canvasser, the third party and the linked clients in a client, prospecting, transaction or commitment importation by specifying the client number, a reference number or a complete name.

In Memoriam gifts

• When adding a person to notify in an ?in memoriam? donation, if other transactions have the same deceased but not the same person to notify, the user will be asked if they wish to add it to the other transactions.

Instant Payments

• The instant payment virtual terminal interface will be modified to use the new PaySafe API.
• In the ?To be validated? tab of the ?Instant payment? tab of the Transaction management, the ?Reason to validate? column is always the first column.
• A debit date has been added in the transactions. This date contains both date and time of the debit on the donors account or card. This date also corresponds PaySafe reconciliation report date.

Lists of verifications

• When adding a verification point to a checklist, if the user clicks the "Confirm and add" button, the section and value of the "Required" checkbox of the last verification point added will be brought back into the new verification point.
• When adding a verification point to a checklist template, if the user clicks the "Confirm and add" button, the section and value of the "Required" checkbox of the last verification point added will be brought back into the new verification point.

Mailings

• It is no longer necessary to specify a merge field in a Master document.

Master documents

• Improved the import of Master Documents Templates and Web Tools following an update.

Multi-organization

• The following columns will be hidden in all tabs if the user does not have acces to all organizations:
  - First tr. (occ.)
  - First tr. (act.)
  - First tr. (amt)
  - First tr. (date)
  - Last tr. (occ.)
  - Last tr. (act.)
  - Last tr. (amt)
  - Last tr. (date)
  - Average
  - Lifetime cumulative
  - No. of tr. lifetime
  - Cumulative comm.
  - Issued receipts cumulative
  - Eli. receipts cumulative
  
• For the following reports, the user will not be able to select a transfered batch generated by an organization to which he does not have access.
  - Batch transactions
  - Batch transactions (2nd format)
  - Deposit slip
  - Summary by GL account (With taxes)
  - Batch transaction summary
  
• Only the organization the user has access to will be listed in the drop down menus of the following management's, unless the user has access to only one organization. In this case, the drop down menu will not be displayed.
  - Item history
  - Expenses history
  - Commitments and prospecting history
  - Mailing history
  - Batches history
  - Participants history
  - Transactions history
  - History of transactions by deceased person
  
• When generating the ?List of items? report, a verification will be performed in order to insure the items selected for the report are used in transactions and expenses linked to an organization accessible to the user.
• In an item?s file, in the ?By Transaction? tab, a filter will be applied towards the organizations the user has access to.
• In the Client management?s advanced function ?Add Mailings?, the visible occasions will be limited to the current organization.
• In the options window of the ?Associated donors? report in Client management, the occasions will be filtered according to the organization the user has access to.
• In the options window of the ?History (Advanced analysis)? report of the Client management, the occasions will be filtered according to the organization the user has access to.
• The ?Delete Client and History? advanced function of the Client management will not permit a client to be deleted if the client has transactions, mailings, commitments, invoices, prospects or receipts from an organization the user does not have access to.
• In the options window of the ?List of Clients With Summary History? report of the Client management, a list of checkboxes with listing all organizations the user can access has been added to the ?Occasion? tab. In addition, the occasions drop down menu has been replaced by a list of checkboxes that will only list the occasions of the organizations selected previously.
• In the following client files, only the elements linked to the organizations the user can access will be visible.
  - Transactions
  - Commitments
  - Mailings
  - Prospecting
  - Invoices
  - Recognition program
  
• In the ?Summaries? tab, a list of checkboxes displaying the organizations the user has access to has been added. The summaries will be calculated according to the organizations specified.
• In a transaction type Master Document, when displaying an example, the list of selection will no longer display the transactions linked to organizations inaccessible to the user.
• In a Master Document, the occasion selection list for advanced analysis characteristics, will permit only the selection of occasions linked to organizations the user has access to.
• When selecting a filter using a dynamic list with criteria including transactions or commitments from organizations the user does not have access to, an error message will be displayed and no items will be shown in the grid.
• In Advanced analysis, only occasions linked to organizations the user has access to, will be displayed.
• When selecting a duplicate in an importation, only the transactions and the mailings linked to the organizations the user has access to, will be displayed.
• When generating a Master Document, if one of the selected Master Documents contains a summary and this summary includes transactions from an organization the user does not have access to, an error message will be displayed and the generation will be cancelled.
• When generating Master Documents, if a clients totals field (Last transaction, Lifetime cumulative, No. of tr. lifetime or Average donation) for one of the selected Master Documents was selected and the user does not have access to all the organizations, an error message will be displayed and the generation will be cancelled.
• When generating a custom report, if the report uses a summary and this summary includes transactions from an organization the user does not have access to, an error message will appear and the generation will be cancelled.
• In a summary, the Organization drop down menu will list the organizations the user has access to. The ?All organizations? option will be listed only if the user has access to all organizations.
• When editing a summary, if the user does not have access to all the organizations and the option ?All organizations? was selected or one organization the user does not have access to is selected, the Organization drop down menu will be read only.
• In the reports ?List of transactions by GL account? and ?List of transactions by accounting project? of the homepage, the transactions displayed will be those of the current organization.
• Recognition programs will be set by organization.
• In the Recognition program grid of a client file, a column will be added to the grid to display the name of the organization.
• In the Recognition program management, a filter will be applied on the current organization. New recognition programs will also be linked to the current organization.
• In a Recognition program, the list of occasions will be displayed according to the Recognition programs organization.

Occasions

• Reorganized the occasion and activity windows. The tab orders have been changed and some fields have been moved.
• It is now possible to configure folders in the Occasions management.

Online Donation

• Changes to the address block visuals moved and adapted wording as appropriate.

Participants

• Participant options are now characteristics. It is therefore possible to add as many as desired.

Periods

• When modifying dates in a period, custom lists and summaries using this period will now be modified at the same time.

Receipt importations

• It is now possible to import receipts at the same time as transactions.

Receipts

• Implementation of new regulations for corporate receipts. This regulation applies only to receipts from France.

Receipts thank-yous

• The ?Trx_Acc_Proj_Code? and ?Trx_Accounting_Project? merge fields have been added in the ?Transaction? section.

Region

• Added regions #2, #3 and #4 in the columns of the different grids where region #1 appears.

Relations

• It is now possible to configure the type and direction in the default values for adding a relation.

Reports

• It is now possible to generate custom reports in the transaction transfer window.
• The value of the ?Show cancelled transactions? option was not saved with the ?Batch transactions?, ?Batch transactions (2nd format)?, ?Deposit slip? and ?Summary by GL accounts (With taxes)? reports. In addition, this option is now taken into consideration when generating batch reports.
• The user SUPERVISOR can modify the title of a standard report. The default name will be used in the report selection grid, but the title documented by the SUPERVISOR will be printed in the report.
• The ?List of expenses? report has been migrated to Fast Report (the new report generator).
• The ?List of prospects? report has been migrated to Fast Report (the new report generator).
• The ?Commitment details by donor? report has been migrated to Fast Report (the new report generator).
• The ?Summary of Commitments by...? report has been migrated to Fast Report (the new report generator).
• The ?Transactions List? report has been migrated to Fast Report (the new report generator).
• The ?Transactions List (compact format)? report has been migrated to Fast Report (the new report generator).
• The ?List of issued receipts? report has been migrated to Fast Report (the new report generator).
• The ?Summary by GL accounts (With taxes)? report has been migrated to Fast Report (the new report generator).
• The ?List of items? report has been migrated to Fast Report (the new report generator).
• The ?History (Advanced Analysis)? report has been migrated to Fast Report (the new report generator).
• The ?Associated donors? report has been migrated to Fast Report (the new report generator).
• The ?List of Clients With Summary History? report has been migrated to Fast Report (the new report generator).
• The ?Batch transaction summary? report has been migrated to Fast Report (the new report generator).
• The ?Batch transactions (2nd format)? report has been migrated to Fast Report (the new report generator).
• The ?Deposit slip? report has been migrated to Fast Report (the new report generator).
• The ?Summary list? report has been migrated to Fast Report (the new report generator).
• The ?Annual statistics and frequency of transactions? report has been migrated to Fast Report (the new report generator).
• The ?List of relations? report has been migrated to Fast Report (the new report generator).
• The ?List of occasions and activities? report has been migrated to Fast Report (the new report generator).
• The ?Detailed list of countries? report has been migrated to Fast Report (the new report generator).
• The ?List of users and their access? report has been migrated to Fast Report (the new report generator).
• The ?List of users and their access? report has been migrated to Fast Report (the new report generator).
• The ?Summary list of tasks? report has been migrated to Fast Report (the new report generator).
• The ?Tasks? report has been migrated to Fast Report (the new report generator).
• The ?List of receipts? report has been migrated to Fast Report (the new report generator).
• The ?Occasion results? report has been migrated to Fast Report (the new report generator).
• In the ?List of transactions? report, the Deposit number has been added beside the Batch number.
• The GL account has been added to the ?Detailed client list? report for all transaction lists.
• Standard report numbering has been removed. It is still possible to sort them through the ?Type? column, to filter them to the top.
• In the ?Return on investment? report, the expenses amount will now be divided according to the mailing ratio for the different revenu activities linked to the expense. Thus, if an expense is linked to three activities with respectively 150, 350 and 500 mailings, the total expense will be divided according to the following ratios; 15% for the first activity, 35% for the second and 50% for the last. In the absence of a mailing, the total will be divided between the number of revenu activities linked to the expense.

Tasks

• In a task, the Reminder section was moved to the right of the beginning and deadline dates so it can be seen as soon as the window is opened.

Timesheets

• Added buttons to open tasks in the ?Time Sheets? tab of a client file.

Transaction importations

• Added an error message in the analysis of importations that attempt to import transactions for an activity by quantity with a unitary price of 0$, without specifying the quantity.
• It is now possible to specify the mobile phone, personal email and professional email for a participant in a transaction type importation.

Transactions

• It is now possible to specify the mobile phone, personal email and professional email of a participant in a transaction.
• It is now possible to view the items of a transaction when it is in Read Only or when the transaction has an invoice.
• When editing an instant payment transaction, either accepted or awaiting answer, only the payment method will be locked.
• It is possible to modify the donor of an accepted instant payment transaction where the receipt has not been issued.
• It is now possible to edit more information even when the receipt has been issued. It will now be possible to change deceased / persons to notify as well as the participants without needing to unlock the transaction.
• Views, filters, reports and Cross-analysis are now shared between Transaction management and Transaction history.
• When saving a transaction, if the amount of the receipt is inferior to the amount of the donation, the user must now enter a Benefit amount.
• In the ?Select a Client for a Transaction? window, the ?Relations? tab has been added. When a relation is selected from this tab, Client #1 is used as donor and Client #2 is used as the donor contact.
• It is now possible to cancel instant payment transactions in bulk, although no refunds will be issued.
• In Transaction management, the ?Institution name? column has been added to those available.
• When editing items in an existing transaction, and said transaction does not have a GL account, the item?s GL account is now entered in the transaction.

Transactions/Commitments

• When selecting a linked client 1 in a transaction or commitment, if more than one linked client 2 matches the automatic selection, the software will display the list of options instead of automatically choosing the first.

Update

• When updating the software, there is no longer an error when Word is not installed on the workstation doing the update. From now on, the update is completed and a button will allow to continue the update in the Export and merge to Word/Excel/Text window.
• In the Support Request window, it is possible to see if the software is up to date and call the Web Update tool.
• In the ?Select Documents to Be Sent to Logilys? window, if the application is not up to date, the present and available versions will be displayed. it will also be possible to call the Web Update tool.
• In the Support Request window, if you click on the ?Submit support request (www.logilys.com/support)? link and the application is not up to date, a message will ask if you wish to update the application.

Web Forms

• In a web forms activity, explanatory texts of the labels have been modified in order to better describe their function.
• In the homepage settings, an option named ?Extract the particle from the last name? has been added in the import options.
• It is possible to have a note containing only ?ENTER??s on a web form or on the homepage.
• HTML creation help menus have been added in the homepage and web form labels.
• In the notes of the Homepage, the following positions have been added: ?Above the web form sections? and ?Under the web form sections?.
• In the Homepage Configuration, a label named ?Homepage URL? will be added containing the URL of the page to display when clicking on the ?Home? line of the IMakeAnOnlineDonation site.
• In a web forms activity, it is possible to specify a display date as well as an expiration date.
• It is now possible to put an activity with a forced payment method in a web form. However, if you wish to perform several transactions, it is not possible to have different forced payment methods at the same time.
• For a checkbox type customization displayed as a radio button, it is now possible to specify the value "No" as the default value.
• When saving a web form that has no global minimum amount set in the transaction section, the minimum amount for all standard activities with no minimums will be automatically set to 1$.
• In a web forms commitment frequency, it is now possible to indicate the days that are to be displayed as the start date when the frequency is a weekly type.
• On the confirmation page of a web form, a button was added to consult the web receipt that was issued.
• On the confirmation page of a web form, a button was added to consult the Direct Debit Mandate that has been generated.
• When filling a Corporate type web form, the email label will be ?Professional email? and the confirmation label will be ?Confirm professional email?.
• When filling a Personal type web form, the email label will be ?Personal email? and the confirmation label will be ?Confirm personal email?.
• It is now possible to activate a customization with the ?In the Confirmation Section ? position.
• It is now possible to specify a group on a customization with the ?In the Confirmation Section ? position.
• It is possible to add notes with ?Under the group? and ?Top of group? positions. These notes must be associated to a web form group on the homepage.
• It is now possible to specify the home phone, work phone, mobile phone, personal email and professional email of a participant on IMAOD.
• In a web form, it is now possible to specify which participant information is required.
• Entering information for an instant payment will be done directly in the summary page of the web form. The interface will be in the colors of the theme.
• In the ?Settings? tab, of the ?Advanced options? tab in a transaction and commitments web form, the ?Display the suggested amounts? option has been added. The possible choices will be ?Drop Down menu? or ?Buttons?.
• Image groups are now bilingual.
• Various security enhancements in web forms.
• In a web forms payment method, it will be possible to indicate that a payment method is to be visible at all times. Thus, if the amount of the transaction is 0$ or more. This will not be possible for instant payment methods.
• Within a customization, a checkbox ?Display the customization in the confirmation email? has been added.
• In the ?Configuration? tab of the ?Advanced Options? tab, a checkbox with the ?Use the Free Address Block format? label was added to display a free address block by default.

Client importations

• When merging an imported client with an existing internal contact in the database, the internal contact was converted into a client, but the relation with the company could not be seen if viewed from the newly created client?s ?Relation? tab.

Custom reports

• When exporting customized reports to Excel, selected font were not used for the separation total labels.

Duplicate merge

• When merging duplicates, if the option to purge similar relations was selected, it was possible that in the client?s saved mailing history, some of the mailings were without a contact.

Mailings

• In a relation type mailing from the ?Client? tab of the Client management, if the ?Use the first relation if no relation of the right type is found? option was selected, it was possible to send a mailing to an inactive relation if a client?s first relation was set as such.

Occasions

• The button to add an activity from a transaction was available even if this access was not granted to the user through the Occasions management. This button is now inactive in this situation.