Correction : 5.0.12.1Released on 2023/01/23Visibility : Public
Improvements

Canvassers

  • The fields of the prospection canvasser now have the prefix "Pro. Canv.".

Recognition program

  • The option "Show transaction informations for new level" is now "Show transaction informations for new level (doesn't account for commitments)".

Web Forms

  • Reduced the number of times some warnings are shown.
  • When importing from web forms, duplicate importation will raise an error instead of a warning.
Corrections

Characteristics

  • When entering a numerical characteristic with a format, the value was not properly formated if the value was saved by using the "return" key.
  • The start date of the characteristics is now properly imported.

Clients

  • The New button did not work when trying to add a legal form from a client's file.
  • There was an error when adding a legal form if the module IMakeAnOnlineDonation was not active.

Commitments

  • When the occasion of a transaction is changed, the "linked" clients are now emptyied.

Cross analysis

  • Correction of the totals of the numerical type characteristics in an analysis grid.

Custom reports

  • Inactive fields are now hidden in the custom fields tool.

Electronic exportation

  • It is no longer allowed to choose wire transfert payment method linked to an "other" electronic payment type.

Export and merge

  • There was an error during the Word merge via the "Export and Merge" functionality in the processing of receipts to be issued if the "Cum. receipt amt" column was not active.

IMakeAnOnlineDonation

  • The legal forms were not synchronized during IMakeAnOnlineDonation updates.

Instant Payments

  • Removed a useless warning when sending instant Paysafe V2 transactions.

Master documents

  • There was an error when generating a Word receipt with the merge fields CS_Legal_Form_Code, CS_Legal_Form_Desc and CS_Company_No.

P2P campaigns

  • The thermometer on the homepage did not take up all the available space if widgets were active but not displayed due to lack of data to display.
  • The "Same activity for team members" option was ignored when checking the display of the "Register and join a team" button, which could hide the button when it should have been visible.

Receipts

  • Added a warning if the thank-you signature is unusable when delivering receipts.
  • There was an error while generating a Word receipt with thank-you.

Recognition program

  • The recognition maillings in the recognition program history now works as intended.
  • There was an error when generating a mailing relationship in the recognition program history.
  • When generation a recognition program, it was possible for a client to not be in the appropriate level if the level used multiple criteria.

Transactions

  • The linked clients were not emptied when the occasion was changed.
  • Corrected an issue when adding an address to a client while creating a transaction.

Web Forms

  • In the IMOD history, the contact is now properly stored.
  • Email templates are now properly duplicated when duplicating a web form.
  • Corrected an issue when importing a multiple choice question.
  • Removed an error message when deleting a commitment frequency.
  • Payment methods are now properly duplicated.
  • When importing participants, if the activty use more than 1 participants per unit and the donnor doesn't fill the participants fields in the web forms, we now create the proper amount of participants.
Minor version : 5.0.12Released on 2023/05/15Visibility : Public
New Features

E-mail Blast

  • It is now possible to add summaries in the available merge fields of a mailing list.
Improvements

Canvassers

  • The fields of the prospection canvasser now have the prefix "Pro. Canv.".
  • The fields of the client's default canvasser now have the prefix "Cli. Default Canv.".
  • The fields of the transaction canvasser now have the prefix "Tr. Canv.".
  • The fields of the commitment canvasser now have the prefix "Comm. canv.".
  • The fields of the mailing canvasser now have the prefix "Mailing Canv.".

Commitments

  • Improved transaction assignment to a commitment that provides more scenarios and more clarity.

eReceipts

  • When adding an organization, the "eReceipt" sequence is now named "Web Receipt".
  • In the eReceipt configuration wizard, the signature and its positioning are copied into the eReceipt configuration, and the configuration is synchronized.

Preferences

  • When adding a duplicates criterion, the default type is potential duplicates.

Receipts

  • Addition of the legal form and company number (SIREN) on corporate receipts in France.

Tasks

  • In the tasks, the transaction type references are displayed "Tr. No. | Client (First name Last name)".
  • In the tasks, the commitment type references are displayed as "Comm. ID | Client (First name Last name)".
  • In the tasks, the prospection type references are displayed "Pro. ID | Client (First name Last name)".
  • When adding a timesheet with keyboard shortcuts a save request is prompted.

Timesheets

  • It is now possible to choose a template when adding an element.

Transactions

  • The beneficiary tabs have been moved and grouped to the right in the transaction management.
  • Added transaction history in the window that allows to select a customer when adding a transaction.

Web Forms

  • A background text has been added to the amount edit box in a web form.
  • In the backoffice labels, the label "Edit my account" has been renamed "Edit member information". The value has also been changed if it had not been modified.
  • In the backoffice, there is now a label to add a new member.
  • It is possible to add a new member from the form by clicking on the "Change member" link.
  • The conversion label was renamed "Conversion ID" et it's lenght is now 50 characters.
Corrections

Bank Rejects

  • When importing bank rejects, we now import all of them.

Characteristics

  • It is no longer possible to save a characteristic selection with the Word apostrophe.

Clients

  • The button "Send an email to this client" now has a proper message body.

Instant Payments

  • It is now allowed to refund an instant transaction awainting response.
  • Non configured instant payments are no longer visible in commitments.

P2P campaigns

  • The P2P campaign did not change language when clicking on the language button.

Summaries

  • The commitment summaries in a maillings are now properly calculated.

Transactions

  • Corrected a conflict betwwen massive changes on the occasion or activity and the receipt amount.

Web App

  • Dates and amounts are now properly displayed in widgets.