Correction : 5.0.11.1Released on 2022/08/01Visibility : Beta
Improvements

Export and merge

  • It is possible to select the folder for the Excel export of the "Exportation and merge" function of the management grids in the user preferences.

LogiZone

  • The logo IMakeAnOnlineDonation is no longer displayed on a custom URL.
  • The amount is no longer displayed in the transaction history for transactions with a $0.00 amount.

Tasks

  • In the task window, a new button allows you to open a search box to choose a task type.

Timesheets

  • Added client characteristics in the timesheets history.

Warnings

  • Added the last modification date in the warnings window.

Web Forms

  • The logo IMakeAnOnlineDonation is no longer displayed on a custom URL.
Corrections

Client importations

  • When searching for duplicates, the field "Is a company" is only taken in consideration if there ways to understand it's value based on the other fields imported.

Cross analysis

  • The display order is now in chronological order for date columns even if the date starts with the day or month.
  • Corrected an issue in the analysis grid that were using fields that were not part of the selected view.

Custom reports

  • Removed some inactive fields in the possible fields in the custom reports.

Customized lists

  • When adding relations to a customized list of relations from the transaction history, clients without a main contact are now added.

Export and merge

  • Corrected an issue when exporting to Microsoft Word from the "Clients / tasks" tab of the client management.

General

  • It is now possible to place the text template management in the shortcut bar.

Update

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

Web Forms

  • Payment notes are now duplicated when duplicating a web form.
Minor version : 5.0.11Released on 2022/06/09Visibility : Beta
Attention

P2P campaigns

  • The update of the homepages is now done via Prodon.
New Features

Mailing lists

  • It is now possible to manage mailing lists in bulk in the management of mailing lists subscriptions.

Mass mailing

  • Addition of 4 merge fields that will be used for the generation of the QR Invoice for Switzerland: Country_Default_Currency_Code, Org_QR_Invoice_IBAN, Mailing_QR_Invoice_Data and Mailing_QR_Invoice_Image. These last 3 are only available if the ISR module is present.

Web Forms

  • It is now possible to use a custom URL for the IMakeAnOnlineDonnation platform such as "www.Give.organization.com" instead of "www.imakeanonlinedonnation.com/organization". You have to register your DNS for the subdomain. Logilys is responsible for buying and configuring the SSL certificates. Logilys is responsible for annually renewing the certificates. Activation and monthly fees to be expected. It is recommended to contact the Logilys team before starting the process for the subdomain.
Improvements

Characteristics

  • In the "Clients/Characteristics" tab of the client management, it is now possible to mass delete the filtered characteristics.

eReceipts

  • In the batch receipt window, the tab "Pending emails" is renamed "Sent emails".

General

  • In the news section, links now open in the default browser.

LogiZone

  • In the LogiZone, the "online donation" section is renamed "Transaction History".
  • In the Logizone, the "online registration" section is renamed "Registration History".

P2P campaigns

  • When calling a web form, if the encryption key is empty and you are in test mode, a page will be displayed indicating that you need to correct the configuration for the integration with IMakeAnOnlineDonation.
  • It is no longer possible to put a P2P campaign into production if the encryption key is empty and you are using the integration to IMakeAnOnlineDonation.
  • The challenges menu will be visible in the top menu even if there are no challenges.
  • The participants menu will be visible in the top menu even if there are no participants.
  • The teams menu will be visible in the top menu even if there are no teams.
  • Totals will now be calculated based on the dates of the display period for donations collected.

Questions group

  • Added an option in the web questions to indicate if the value is saved in the account or the LogiZone member.
  • When refreshing the choices of a characteristic, only the active choices are displayed.
  • When a characteristic choice is checked as inactive, it is removed from the questions groups.

Web Forms

  • When updating the IMakeAnOnlineDonation homepage, only the forms with the "Production up to date" box will be synchronized in production.
  • When multiple forms are synchronized, if there are warnings or errors for one form, a message will be displayed, but the synchronization of the other forms will continue when this message is closed.
  • If the label group, image group, theme or email template of a form no longer exists in the backoffice, they will be removed from the form during synchronization without displaying a message.
  • Removed the option to pay for the fees for commitments.
Corrections

Custom reports

  • When exporting a custom report to Excel, the proper custom text is now used.
  • Corrected a display issue with the "total" in custom reports.

Customized lists

  • Modifying a customized lists that uses the "Include installments for the chosen dates" commitment option no longer resets to "Do not include commitments" on open.

eReceipts

  • When there was a modification in the organization's information in a Prodon with only the eReceipts module, the information was not modified on the eReceipts.

Export and merge

  • Corrected an error when creating a Word document with the "export and merge" function.

Filters and views

  • In the filter tool, under the "Special filter" section on characteristics. The option "Other" now display the proper opérations options.

Instant Payments

  • Corrected an issue with the Paysafe V2 API where direct debit payment were debited twice.

P2P campaigns

  • The term "GL" is now "aff. compt." in French only.

Recognition program

  • The filters on recognition level now properly find only the client of the appropriate level.

Relations

  • Display correction for small size windows.

Reports

  • Corrected an issue with the "Relations list" report.

Users

  • The remaining days before password expiry warning now displays the proper number of remaining days.

Web Forms

  • The check box "Use web receipt for instantaneous payments" no longer unchecks by itselfs.
  • Centered the text on a suggested amount button even if it's displayed on multiple lines.
  • It is now possible to activate the administrative fee option on a form that was duplicated from a form that didn't have the option.
  • Corrected an issue when loading data for an import with two comments fields but only one of them contains data.
  • Corrected an issue when saving an activity group.