Correction : 5.0.10.1Released on 2022/04/07Visibility : Beta
Improvements

Master documents

  • It is now possible to change the order of the conditions in a calculated field.

Web App

  • Changed the name of the web app in french only.

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".
Corrections

Activities

  • Corrected an issue when adding a new activity.

Addresses

  • Improved performance when multiple users lauch the planned adresse change feature simultaneously.

Client importations

  • When manually selecting a duplicate client, the operation changes to "M".

Commitment importations

  • It is now possible to import a payment reference for "Planned" type commitments.

Commitments

  • Removed duplicate columns in the commitments analysis and history.
  • Corrected an issue when generating transactions for a commitment with an installment without an amount.

Export and merge

  • Improved performance for the function "Export clients and transaction history".

GL account

  • It is now allowed to delete a GL account.
  • Corrected an issue when deleting a GL account group.

Importations

  • When importing a relation, the default address of the contact is now properly defined.

Instant Payments

  • Optimizations for the V1 API for the instantaneous payments.

Mailings

  • The column "ID occasion" is now "Occa. ID.".
  • The column "Occa. ID" is now "Occa. Desc.".

Means of communication

  • When a means of communication is deleted while being the prefered means, the new means of communication that replaces it also becomes the default for its type.

Receipts

  • Corrected an issue that prevented a cancelled receipt to be re-delivered.

Recognition program

  • When generating a recognition program, the level amount is updated even if the client doesn't change level.

Reports

  • The start and end date are now saved in the Donation Occasion Results report.
  • Corrected an issue with remote desktop printers that change name every connection.

Securities

  • When adding a new user, the accesses are correctly attributed according to the group, no matter what the order by is on.

Tasks

  • Reduced the line spacing in the task description.
  • The function to remove empty lines in a description now considers the selection.

Users

  • It is possible to change the password after creating a user with the "save and add" feature.

Web App

  • Corrected an issue with the column "Receipt E-mail" on online app.

Web Forms

  • When using the function to prefill a web form from a client file, the address bloc will now use the free form version if the street name is before the steet type and also contains a cardinal point.
  • Corrected an issue when importing Payline payments with Paypal (Europe).
  • Corrected an issue when deleting a web form.
Minor version : 5.0.10Released on 2022/02/22Visibility : Beta
Improvements

Importations

  • It is now possible to duplicate an import.

Reports

  • In the options window of the " List of Receipts" report, the title of the "Cancelled Receipts" options list has been changed to "Options".

Users

  • It is now possible to activate user management in a non-professional version. This makes it possible to keep track of user actions despite the fact that only one user can be logged in at a time.

Web Forms

  • Added a function to take the first installment and begin the commitment as soon as the web form is compleated.
  • In the compact mode of the web forms, the transaction section and the commitment section have been combined.
  • In the backoffice, adding an image now requires a description. This description is used to meet the WCAG standards.
  • The title of the IMakeAnOnlineDonation pages that is displayed in the browser tab now includes a description per page that can be modified in the back-office labels.
  • It is now possible to modify the group of a form even if the form is not visible on the homepage.
Corrections

Mass mailing

  • The mass mailing window now shows the Windows default printer even if the user has previously removed it.

Recognition program

  • The elements of the "Recognition program" module are no longuer visible if the module is not active.

Reports

  • The report "List of occasions and activities" now works properly again.
  • In the report "List of occasions and activities" if the option "Show GL accounts per client type" is checked, they will be presented in two columns.
  • The totals for the 2nd to 7th period are now properly shown on the "Commitment summary" report.

Summaries

  • Corrected an issue with calculation in summary with only commitments options.

Web Forms

  • It is now allowed to include a dash in web form code.
  • Corrected an issue when modifying an import line for a web form.