Correction : 5.0.15.1Released on 2023/11/20Visibility : Public
Improvements

Automated processes

  • Change in start date operation. The start date is now used to delay the execution of the automated process, rather than to start the automated process. So even if the automated process is started manually before the start date, the process will not be executed before the date.

Clients

  • The feature to anonymize individuals now applies to IMakeAnOnlineDonation and microsites (P2P).

P2P campaigns

  • In the back office, in the "Manage participants" tab, the image of all participants was donwloaded immediately. Now, only the image of the participants displayed is downloaded.
    This should improve page loading time.

Web Forms

  • The "Use DKIM signature for confirmation emails" option, which was previously in the web forms, has been moved to the homepage configuration and now applies to all homepage forms.
Corrections

Automated processes

  • When a filter was applied to the "C1-Client no" field on the initial list, an error would occur when starting the process. The problem has been resolved and the process now starts normally.
  • The same email was added several times in the same process if several relations were found with this email. An additional check has been added to prevent this from happening again.
  • The "Created by". "Created on", "Last edit by" and "Last edit on" fields were never filled in. They are now modified as they should be.

Characteristics

  • The grids for entering characteristics values did not display anything in the "Created by", "Created on", "Last edit by" and "Last edit on" columns when the display was in quick entry mode. This problem has now been solved.

Client importations

  • Even if the status and date columns for sensitive data consent were empty during import, a sensitive data date was entered in duplicate in the client's file (update of an existing client). Now, when the status and date columns for sensitive data consent are empty, no date is entered in the file during import.

Custom reports

  • When importing to Excel, numerical columns displayed as percentages would not display the correct value in Excel depending on the display format. Now, when a percentage column is detected, the display format is further controlled and adjusted so that Excel can display the correct value.

Duplicate merge

  • When merging duplicates, the consent status for the first client's personal data was used even if one client had given consent. Now, if a client has given or withdrawn consent, this status is used instead of "Unknown".
  • When merging, if the same email was used for several clients, one of these emails was kept and the others were deleted. However, the email was unsubscribed from all mailing lists. The email is now no longer unsubscribed.

E-mail Blast

  • An error prevented the retrieval of statistics for email blast if one of the emails was not associated with a client or a relation. Statistic retrieval now works even in the absence of a customer or relation association.

Electronic exportation

  • For SEPA file exports (pain.008.001.02), the <InstrId> tag used to contain the occasion code, activity code and transaction number, and sometimes exceeded the 35-character limit. From now on, only the transaction number will be exported, which will never exceed the maximum length of 35 characters.

eReceipts

  • When the software key was changed, if the IMakeAnOnlineDonation module was not active, some fields in the eReceipts configuration would be cleared even if the eReceipts module was active.
  • Correction of an error that prevented receipts from being sent by email blast.

Filters and views

  • In the communication history, the column "Mailing Canv. created by" was available even if the canvasser's "Additional information" category was not active in the system preferences. An error would occur when this column was added in a view. Now, the column is no longer available if the category is not active.

IMakeAnOnlineDonation

  • When IMakeAnOnlineDonation was updated, there was a form import step where all the buttons were inactive. This step has now been removed.

In Memoriam gifts

  • During a duplicate merge involving a deceased person used in an in memoriam donation, the record(s) for this deceased person in the batch processing of in memoriam donations disappeared. This problem has now been resolved.

Online Donation

  • When importing online donations, if an English address was imported, the lane type was lost. The lane type is now retained.

P2P campaigns

  • When "Join this team" was clicked from a team's file, the participant was not able to choose a different activity, even though they were not obliged to have the same activity as their team. The activity was also selected even if it was inactive. Now, it is no longer possible to select an inactive activity for team members, and if the "Same activity for teams members" option is set to "No", the participant can choose their activity from amog those available.
  • In the list of participants, teams and challenges, rather than displaying all page numbers in the pagination, a maximum of 7 numbers are now displayed.

Summaries

  • When displaying an integrated summary on a transaction characteristic, the characteristic name did not change on the column header in the grid. The column header now displays the correct name.

Transaction analysis and history

  • The characteristic column used to display (MEMO) when exporting an integrated summary to Excel. The correct value is now displayed.
Minor version : 5.0.15Released on 2023/11/20Visibility : Public
New Features

Clients

  • New feature to anonymize individuals.
Improvements

Automated processes

  • Addition of a gradual stop status to prevent new recipients from entering the process, so that those already in the process can complete it.

P2P campaigns

  • The consent label in the logizone login window is different when logging in from the platform.
  • In the backoffice, when a participant deletes his logizone account, instead of displaying nothing in the first name/last name field, it now displays "Logizone account deleted".

ProTech

  • New version of ProTech supporting Microsoft SQL Server 2022.
Corrections

P2P campaigns

  • Correction to the method of repatriating transactions from JDEL to the microsite to avoid transactions not being visible on the microsite when a user uses another donor's URL.