| Improvements | Batchs - There is now a batch folder available to insert documents related to a batch.
Characteristics - Added the following columns in quick edit mode: ?Created by?, ?Created on?, ?Last edit. by? and ?Last edit. on?.
- It is now possible for a file type characteristic to accept images and documents.
- When the characteristics tabs display one tab by group of characteristic, the "Other? tab is now pushed to the back.
- It is possible to edit the name of a characteristic even if it is used in a question in a web form.
Client importations - The field "CliCanvasserName" is renamed "CliCanvasserFullName"
- The field "CliCanvasserContactName" is renamed "CliCanvasserContactFullName".
- Corrected an issue were a corporation could be imported as an individual.
Clients - Added a user preference to permit the display of the client greeting in the ?Main Info.? tab of the client file.
- When searching for duplicates, it is now possible to search through all phone numbers, emails or websites without taking into account the type of means of communication.
- Third Party and canvasser fields have been added in the following Client management tabs: ?Clients/Addresses?, ?Clients/Means of Communication? and ?Clients/Tasks?.
- Added the "Neutral" gender
- In the ?Relations? tab of the Client management, the following special filters have been added:
- C1-eBlast distribution list - Subscribed clients
- C1-eBlast distribution list - Subscribed/Unsubscribed clients
- C1-eBlast distribution list - Unsubscribed clients
- C1-SMS distribution list - Subscribed clients
- C1-SMS distribution list - Subscribed/Unsubscribed clients
- C1-SMS distribution list - Unsubscribed clients
- C2-eBlast distribution list - Subscribed clients
- C2-eBlast distribution list - Subscribed/Unsubscribed clients
- C2-eBlast distribution list - Unsubscribed clients
- C2-SMS distribution list - Subscribed clients
- C2-SMS distribution list - Subscribed/Unsubscribed clients
- C2-SMS distribution list - Unsubscribed clients
- In the Clients management, the following special filters have been added to the ?Clients?, ?Directory?, ?Clients/Addresses?, ?Clients/Means of Communications?, ?Clients/Tasks? and ?Clients/Characteristics? tabs.
-eBlast distribution list - Subscribed clients
-eBlast distribution list - Subscribed/Unsubscribed clients
-eBlast distribution list - Unsubscribed clients
-SMS distribution list - Subscribed clients
-SMS distribution list - Subscribed/Unsubscribed clients
-SMS distribution list - Unsubscribed clients
- In the ?Clients/Means of Communications? tab of the Clients management, the following special filters have been added:
-eBlast distribution list - Subscribed clients
-eBlast distribution list - Subscribed/Unsubscribed clients
-eBlast distribution list - Unsubscribed clients
-SMS distribution list - Subscribed clients
-SMS distribution list - Subscribed/Unsubscribed clients
-SMS distribution list - Unsubscribed clients
- In the ?Clients / Tasks? tab, it is possible to add, edit, or delete batches of characteristics to tasks
- When assigning new values to clients or relations, the title list displays only titles available for clients filters in the grid.
- In the "Transactions? tab of a client file, quick filter buttons "Client?, "Contact?, "Canvasser? and "Third Party? have been regrouped as one button named "Client? with a drop down menu.
- In the "Transactions? tab of a client file, it will be possible to filter transactions for which the client is a participant.
- In the "Display? menu of a client file, the "Select - visible tabs? submenu has been replaced by "Edit tabs?. When this submenu is selected, a window offerings options to move, display or hide the different tabs, appears.
- Added ?Add / Edit / Remove characteristic - Relations? advanced function in the ?Clients? tab of the Client Management.
- In a client file, unused tabs will be automatically hidden. This will affect the following tabs:
- List of Clients
- List of Relations
- Categories
- Characteristics
- Characteristics of Relations
- Custom Fields
- Advanced Analysis Characteristics (ProDon)
- Transaction Characteristics (ProDon)
- Quick filter buttons ?Active? and ?Inactive? have been added to the ?Directory?, ?Clients/Addresses?, ?Clients/Means of Communications?, ?Clients/Tasks? and ?Clients/Characteristics?.
- It is now possible to add, edit and remove characteristics in batches on clients 1 or 2 in the ?Relation? tab of the Client Management.
- The functionality permitting duplicate searches from a client file now offers the possibility to change the search criteria in a temporary fashion as it can be done with a Custom List.
- Default Third Party client and its relation can be changed in batches in a client
- In a client file it is now possible to regroup the characteristics and custom lists tabs.
- The field "Do not phone" is renamed "Do not call".
- In the Client Management, characteristics that cannot be documented in the client file are hidden.
- The automated exluded form mass mailling reason "deceased" is replaced by "closed" when the "closed on" checkbox is used under the "add. info" tab.
Commitment importations - The field "CommCanvasserContactName" is renamed "CommCanvasserContactFullName".
- The field "CommCanvasserName" is renamed "CommCanvasserFullName".
Commitments - A client or relation can be added when selecting linked clients 1 or 2 if in the occasion it is specified the linked client is a relation of the donor.
- Added a preference offering a choice between recurring and planned commitments when clicking on the ?Generate commitment transactions? button in the Transaction Management.
- Added a functionality to the commitment window, retrieving the previous mailings information.
- When assigning new values to a commitment, it will now be possible to edit the Third Party as well as it?s contact and it?s address.
Custom reports - There is new option to export data in an unformated format to improve exportation time.
Customized lists - Added relation type customized list in the "Client" tab of the Client management.
- The last criterion used in a client merge list will be remembered if the same list is used again.
- The user interface was updated in the transaction criterion screen.
Debit Mandate - There is now an option to synchronize the configuration in the organization management screen.
Document to issue - The documents to be issued of a transaction are now all displayed. Documents that will not be generated will be displayed in red and will display the reason in a tooltip.
Duplicate merge - It is now allow to change the value for the "beneficiary" check box. However if unchecked and one of the merged clients posses a beneficiary transaction, it will be checked again.
- The option "Show all elements (even duplicates)" is saved when closing the duplicate merge window and is kept for the next merge.
Dynamic drop-down lists - It is now possible to refresh the content of a drop-down list from the drop-down list management.
E-mail Blast - There are now 2 columns for the mergefield in a distrubtion list. One in french and one in english.
- The system priority will be on individual when massively registering emails in a distribution list.
- It is now possible to use a web forms that belongs to a secondary organization in a e-mail blast.
- Added an option to force the system to register clients that were unregistered when using the mass update to a distribution list.
- From now on, mailling lists will be archived in Prodon only and not on the supplier side because the operation is irreversible on the supplier side.
- Added a column to see the las journal entry of a distribution list.
- Performance improvements when massively registering new emails.
eReceipts - In the receipt configuration, changed a label to "Configure emails for rejections".
- The address format will be consistent with the country preferences from now on.
- It is now possible to print a Web receipt delivered by IMakeAnOnlineDonation
Export and merge - A few exceptions aside, it is now possible to export data to Excel or to generate a mailing with Word from nearly every grid of the software.
- When exporting to Excel or merging with Word, it is now possible to interrupt the process.
- When openning an export configuration (exports management), a warning is shown if there is an executable is configured but unavailable. The same warning will be shown on save or on use of the export.
Filters and views - filtres et de vues.
Added a splitter between the list of conditions and the query in the ?Filter? tab of the View Configuration and Filter Data tools.
General - It is now possible to enter a transaction with a receipt amount of 0 or less. When producing receipts, any receipt with a value of 0 or less will be ignored.
- The menu option "Open documentation folder" is renamed "Open application folder" and now opens the directory where the main executable is found.
GL account - It is now possible to specify which organizations have access to GL accounts and GL account groups.
Importations - The global setting to update or not existing information when importing new data is replaced by field per field option in the field association grid of an importation.
- It is now possible to create a new client based on the canvasser fields in a client, transaction, or commitment importation. A duplicate detection will be run.
- The field "TrxCanvasserName" is renamed "TrxCanvasserFullName".
- A new option named "Create new canvasser" was added. It will be enabled by default for online importations.
- The field "TrxCanvasserContactName" is renamed "TrxCanvasserContactFullName".
- There is a new warning when importing or updating an inactive client.
- When importing a new address for a client, the address in : not transfered transactions, transactions with a receipt or document to be produced and not completed commitments will be replaced by the new address.
- It is now impossible to import a client with a client number that doesn't exist.
- A shortcut to do a backup is added to the importation process instead of a reminder to do one.
- Visual prefences in importations windows will now be remembered.
- Added a system preference to create new clients instead of internal contacts when importing relations.
- When a means of communication is archives by an importation, if there are eReceipts pending, they are modified to ensure they have a valid email to use.
Instant Payments - Added "Pay. code" and "Payment" columns in the client file and payment selection window.
- When selecting a preivously saved instantenous payment. A warning will be shown is there is a difference between the payment and the token used to create it.
Invoices - It will not be possible to cancel an invoiced transaction if the corresponding linked transaction with an instant payment has not been cancelled.
Log - Archived logs will be deleted after a year.
LogiZone - The "Mx" title has been added to the Logizone.
- New gender neutral titles were added.
- On Logizone and IMakeAnOnlineDonnation, title with the same description but different gender are no longer shown twice in the drop-down. Instead, a gender box is displayed when they are selected.
Mailings - The "anonymous" client and transaction fields can now be used as mergefields.
- Added mergefields to the in memoriam documents for the relation between the deceased and the family.
- Added an option to automatically close the mailling window after a mailling.
Management grids - <a href="http://wikien.logilys.com/index.php/ProDon:UPDATE_506_Column_Titles#List_of_columns_whose_title_changed" onclick="window.open(this.href);return false;">Complete list</a>
Master documents - In the merge fields list, the "Merge Field? column has been renamed "French Merge Field? and a "English Merge Field? column has been added.
- It is now possible to test a Master Document from the master document screen. Click the "Help on merge fields? button and select "Test document?.
- Added the following merge fields to commitment mailings: ?Comm_Created_On?, ?Comm_Notes?, ?Comm_Last_Edit_On?, ?Comm_Created_By? and ?Comm_Last_Edit_By?.
- Added columns ?Template?? and ?Active?? in the list of selections for the ?Go to? and ?Duplicate? functions.
- Added an ?Archive / Activate? button in the Master Document Management.
Occasions - It is now possible to create views and filter in the activtiy and expenses grid in the occasion screen. Also, new quick filters are added for active and inactive activity.
Organizations - Removed an irrelevant window when only one organization exists.
Participants - In an activity, when unchecking a participants characterisitic. A new option will offert to remove the characteristics from existing transactions.
- In the participants history, fields for the linked client 1 and 2 are now available.
- It is now possible to convert a participant to a client file from the participant history or the participant tab in a transaction.
- The "Note" column was added to the Participants history.
- It is now possible to create a customized client list based on the participants from the participants history.
Questions group - There is a new option to massively update the visibility of a choice online.
- In the question list of choices. If there is a new value for a language and there are no corresponding values in the characteristic in either the values or translations, a new value will be added to the characteristic.
Receipts - It is now possible to preview the receipt from the thank-you window.
- New columns were added for main contact and receipt address.
- The term "reissue" is replaced by "replace"
- Receipts to do are now refered as "To be delivered".
- Receipts now refer to the term "Deliverance" and its variants.
- Receipts now refer to the term "Replacement" and its variants.
- Receipts now refer to the term "Deliver" and its variants.
- Performance improvements.
- There is a new warning when producing an annual receipt for a client and that some admissible transactions are not filtered.
- Removed an irrelevant window when only one organization exists.
- There is a new access to grant the possibility to edit word receipts in the master documents.
- The term "Annual receipt" is renamed "Consolidated receipt".
- It is now possible to import a receipt number with 19 digits.
- When replacing a receipt it is now possible to specify a deliverance date.
- It is now possible to choose the default tab to open in the receipt batch.
Relations - Under the relation tab of the client management. If positionned on a line without a relation. Clicking on the "Edit" or "Remove" button will asks the user wants to interact with the client instead.
- Added an option to enable/disable the concept of internal contacts.
- Main contact and receipt contact are now hidden for relations between 2 individuals or 2 companies to prevent confusion and legal issues.
- When creating a new relation. If we create a new client for the secondary client, the "company" checkbox will match the relation type used.
Reports - In the "Transactions list" report, there is a new option to display the transaction's characteristics.
- In the "Transactions list (compact)" report, there is a new option to display the transaction's characteristics.
- In the "Transaction batch" report, there is a new option to display the third party.
- In the "Detailed client list" reports. The transaction number was added.
- On the "Donations in memory of..." reports, the fields "In memory of", "Deceased on" and "To the attention of" are now configurable.
- The report "Expenses report" is renamed "Reimbursable fees report".
- The report "Timesheet (with expenses)" is renamed "Timesheet (reimbursable expenses).
- The report "List of issued receipts" is renamed "List of delivered receipts".
- In the "Transactions list" reports, there is a new options to display cancelled transactions.
- In the "Transaction lists (compact)" report, there is a new option to display cancelled transactions.
Securities - Renamed "Expenses management" to "Reimbursable expenses categories management".
- Renamed "Expense type management" to "Reimbursable expenses type management".
- Renamed "Type of expense" to "Reimb. fees type".
- Renamed an access to "Cancel Issuance of Documents".
- Renamed "Issued receipts history" for "Delivered receipts history".
- Renamed "Reissue receipts" for "Replace receipts".
Software Key - With a Junior licence, a warning is now displayed before reaching the item limit.
Summaries - Added an option to consider or not transactions with a value of 0$ in the first and last transaction option.
Tasks - An option to display the tasks summary when openning the application is added.
- When selecting a transaction or commitment as the reference for a tasks, a secondary reference will automatically be added for the client.
- In the relation tab of the client management, a function to massively add tasks for the client 1 or 2 is added.
Timesheets - Added the "Calculate the duration on the timesheet" checkbox in the Time Sheets operations. The box is checked by default.
- In the Time Sheet Management, the Time Bank column now displays the balance.
- The term "expenses type" is renamed "Reimbursable fees type".
- The term "expenses" is renamed "Reimbursable fees".
Titles - It is possible to have non-LogiZone titles in Web Forms.
- It is possible to create titles with a "Neutral? gender.
Transactions - In the select a client for this transaction screen, it is possible to merge filtered clients in the clients tab.
- New columns for accounting exportation are added to the transactions history, the transactions management and the transactions tab of a client file.
- It is now possible to use the assign new values to remove the value of payment group in a transaction.
- The age group summary will use the main contact of the transaction for companies.
- The "Gender" summary will use the main contact gender of the transaction.
- It is now possible to consolidate receipts for in kind donation, however these receipt will not be consolidated with transactions that are not in kind.
- It is now possible to use the assign new values on the "Anonymous" field of a transaction.
- It is now possible to choose wich tab to open by default in the transactions management.
- When updating the address of a transaction that contains a receipts that is related to more than one transaction, the address will be applied to all the transactions related to the receipt.
- The "Evaluated by" field is no longer mandatory for "in kind" donations. The text "evaluated by" will also no longer be written by default in the field. The texte can now be configured in the receipt management.
- When saving a transaction with a receipt amount greater than the transaction amount, a warning will be displayed to validate it is not an error. The receipt amount will be displayed in red.
- A system preference was added to hide the GL group, the GL account, and the GL projet in a transaction and in a commitment. It is still possible to see them by clicking a button to show more details.
- It is now possible to split the transaction window in 2. It is also possible to move and hide the different tabs.
Update - Update lookup will be done automatically on each application launch for any user with the appropriate access.
Users - In the user management, the SUPERVISOR account is now accessible. It can be disabled or used to modify accesses or the email to use to connect to app.logilys.com. It can be disabled if other users are allowed to rise to SUPERVISOR.
Web App - In a user configuration screen, a button called "Share Prodon to go's link" exists if the required module is active.
- In the homescreen "Configuration" menu, a sub-menu "Prodon to go" exists if the required module is active.
Web Forms - It is now possible to duplicate a web from from a secondary organization.
- Reinforced the validations to avoid configuring a form without a payment method if it is possible to need a payment method.
- Added an option to use a DKIM signature for the confirmation emails.
- When creating a web form, the "address bloc will be used? option will be checked by default.
- Ir is now possible to process a commitments first payment or an additional donation on IMakeAnOnlineDonation.
- The following positions have been added to web form notes: "Note under the client section?, "Note under the transaction section? and "Note under the confirmation section?.
- It is possible to uncheck the "Display other amounts? box in a commitment activity even if there is a fixed frequency.
- Several users can share presence in the web form Import management. It is still not possible for several users to process donations or to display the loaded data if there is another user in the Import management.
- The link to change the address input format now switches from one to the other directly if there are only 2 available formats.
- Web form customizations have been replaced by question groups.
- Modified the visual of notes on a web form.
- Importation constants have been moved to questions. In order to add a constant, add a question with a default value and set is as non visible on the web.
- It is possible to decide between displaying province codes or descriptions in our web forms from the IMakeAnOnlineDonation Homepage Configuration panel.
- Menu items have been added to confirmation emails to link to pdf files.
- Menu items have been added to web form notes to link to pdf files.
- Added an option to web forms, specifying if a confirmation email should be sent when a web form is completed.
- The "Pixel Facebook? API can be configured in the Homepage configurations.
- It is possible to specify a payment method in relation to the activity in a web form.
- It is now possible to display several activities in a dropdown menu on a web form. The activity must be assigned to a list of activities that will be displayed in the dropdown menu.
- It is possible not to display the title, first and last names of a participant on IMakeAnOnlineDonation.
- The ?Mandatory? checkbox for participant fields has been modified for a list with the following choices: ?Mandatory?, ?Mandatory is the first or last name is specified? and ?Optional?.
- The ?Mandatory? checkbox for participant questions has been modified for a list with the following choices: ?Mandatory?, ?Mandatory is the first or last name is specified? and ?Optional?.
- A field named "Canvasser prefix (P2P)? was added to the Homepage Configuration. The default value is "P2P-? This value links the transactions and commitments of P2P platforms to their participants. It will no longer be required to create customizations for these participants in the web forms.
- An unfinished email can be configured in a web form. This email will be sent if the donor started a web form but did not complete it.
- ?Button with text? can now be chosen as a display option for suggested amounts in a web form. A label must be specified in the suggested amounts when this display type is selected.
- Phone numbers will no longer all be displayed at the same time on web forms.
- A maintenance for web forms is now available. It is thus possible to send a we form in production even if there are donors on IMakeAnOnlineDonation but none are on the selected web form.
- Removed the pop-up asking for an email upon arrival in the personal information section.
- Revised procedure for ?Forgotten password??
- In the confirmation email, the value of the ?Frequency? merge field represents the frequency selected in the drop-down menu of the web form.
- The ?anonymous client? field can be selected in questions.
- Users will be advised if a maintenance is activated on any IMakeAnOnlineDonation Homepage, when there is a change of organization or when a user connects.
- Decimals can be added to the minimum and maximum global amounts of a web form.
- it is now possible to send a web form into production without importing the transactions. It is still required to load the data into ProDon before proceeding.
- The "Consolidated receipts? option has been renamed "Consolidated receipts (paper receipts only)?.
- The "Position of the transaction section? was moved to the configuration tab, below the homepage groups.
- ?Corporate receipts? and ?Personal receipts? options have been replaced by a drop-down menu with the ?Personal?, ?Corporate? and ?Personal and corporate? choices.
- The options "Use receipt box?, "Force a receipt when minimum amount is reached? and "Do not allow a receipt if the minimum amount is not reached? have been replaced by a drop-down menu with the following options: "Force a receipt when minimum amount is reached and do not allow a receipt if amount is inferior?, "Force a receipt when minimum amount is reached and allow a receipt if amount is inferior?, "Allow a receipt when minimum amount is reached and do not allow a receipt if amount is inferior?, "Allow client to decide if they wish a receipt but make a suggest based on a minimum amount? and "Never issue a receipt for this web form?.
- Renamed the "Use electronic receipts on instant payment" for "Use web receipts on instant payments".
- The "Email? tab has been moved between the "Commitment? and Question Groups? tabs.
- The "Display suggested amounts? option has been moved to the "Configurations? tab under the "Transaction section position? option.
- In the homepage configuration, it is now possible to specify a list of default countries and provinces.
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