Product Updates

ūüéȬ†¬†New Features/Enhancements¬†

  • Now you can view & edit activity details on the action board - New icon has been added to Action Board items to allow you to view/edit the related activity directly from the Action Board¬†
  • Now any report can be used as a "change file" -¬†You can now add¬†‚ÄúDonor ID‚ÄĚ as a column to reports. Adding the Donor ID will allow you export a contact / gift report, make bulk changes to data, and reimport the report (with DonorID field).¬†
  • Now you can set an appeal's promotional channel to "website" -¬†Added ‚ÄúWebsite‚ÄĚ as an appeal channel. This can be set when creating or editing an appeal.¬† ¬†¬†
  • It is now easier to purchase text message credits -¬† The subscription page was relabeled "Billing" for clarity. You can purchase text message credits there, plus make adjustments to plans and billing.¬†

  • ¬†ūüźě Bug Fixes¬†
    • Fixed and issue where opening a gift from the Action Board or certain other screens, the gift view slide out would remain open, even when looking at other contacts.
    • Updated the encoding of the Change File export to UTF-8 to allow for special characters.
    • Fixed a bug where the donor activity graph was not including the first and last days of the month.