E-mail Blast

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

Tasks

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

Web Forms

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

Activities

• Corrected an issue when adding a new activity.

Bank Rejects

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

Commitment importations

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

Commitments

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

Importations

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

Instant Payments

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

Receipts

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

Reports

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

Securities

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

Transactions

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

Update

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

Web App

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

Web Forms

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

E-mail Blast

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

Importations

• Removed an irrevelant error message when importing canvassers.

Recognition program

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

Web App

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

Clients

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

Debit Mandate

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

Filters and views

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

Importations

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

Instant Payments

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

Preferences

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

Questions group

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

Receipts thank-yous

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

Recognition program

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

Reports

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

Task importation

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

Transactions

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

Views

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

Web App

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

Web Forms

• Corrected an issue when sending back a confirmation email.

E-mail Blast

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

Importations

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

Recognition program

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

Views

• Some default views have been redesigned.

Web Forms

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

Activities

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

Clients

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

Commitments

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

Importations

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

Instant Payments

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

Items

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

Participants

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

Prospections

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

Questions group

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

Reports

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

Search bar

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

SQL

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

Summaries

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

Transactions

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

Web App

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

Web Forms

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

Folders

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

Addresses

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

General

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

GL account

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

Items

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

Migration assistant

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

Multi-organization

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

Receipts

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

Receipts thank-yous

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

Recognition program

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

Software Key

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

Summaries

• Improved performance.

Web Forms

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

Characteristics

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

Clients

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

Commitments

• Corrected an issue when generating transactions from commitments.

Duplicate merge

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

eReceipts

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

Importations

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

Instant Payments

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

Items

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

Payment methods

• Changed a blocking message to a warning.

Questions group

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

Receipts

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

Recognition program

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

Securities

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

Tasks

• Corrected the format for the date/time shortcut.

Transactions

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

Web Forms

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

Securities

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

Web App

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

Clients

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

GL account

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

Instant Payments

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

Tasks

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

Timesheets

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

Web Forms

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

Clients

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

Custom reports

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

eReceipts

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

General

• Corrected a proxy issue when looking for updates.

Instant Payments

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

Recognition program

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

Tasks

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

Timesheets

• Corrected an issue when reading a compleated timesheet.

Transactions

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

Users

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

Web Forms

• Added new translation for some labels in the backoffice.