🎉 Product Updates 🎉
New Features & Enhancements
✨ Ability to Link Soft Credit and Matched gifts
When on a gift, you may now create and link a soft credit or matched gift from another record. You may also link existing gifts to a gift. In reports, when viewing gifts, you can add columns to show related soft credits and related matches to the gift.
✨ Improved Contact Search
The contact search has been updated in DonorDock. When searching for contacts now on the contacts page, the results will be ranked according to how closely they match the information entered. The search score for each row will appear to show how closely the result matches the entered criteria. The search score is a composite score to help rank the relevancy of the contacts in your search. The higher the score, the more the contact matches your search.
✨ Update to lifetime gift columns on reports
Additional columns have been added to reports showing the lifetime total number of event tickets, memberships, and total gift amounts for contacts. To add these columns to a report, click the columns icon in the top left of your report once it has run. These columns join the existing lifetime donation and total soft credit columns for overall giving metrics.
✨ Receipt Batch limit update
When printing receipts in batches from a gift report, the PDF or Word file for the receipts will now be emailed to you at the time of request, allowing the limit of receipts that may be printed at one time to be 500.
✨ Added access for read-only team members for reports
Team members with the read-only role assigned to them may now view and run custom reports created for the organization by users and administrators. Read-only users may not create their own custom reports but can view reports created by other users.
✨ Log Email and Log Text options in Activity reports
When running an activity report, you may now click to send email or send texts directly from the activity report, which will bring you to a draft message for sending on a temporary marketing list.
✨ Contribution Statement statement and column customization options
Pushed through after the 1st, when generating contribution statements, you may now select what columns appear on the statement, as well as set a statement message to appear above the table on the generated statement.
Bug Fixes
🐛 Made an update to contact records matching from Stripe so that when a gift is created in DonorDock, it syncs to a record with the Stripe customer ID if present. If no customer stripe customer ID is found, the gift will continue to match by email.
🐛 Fixed issue with contribution statements generated from a gift report, pulling all statements instead of the filtered statements from the report criteria
🐛 Updated PDF contribution statement print where if the gift table continues onto a second page, margins are populated for the second page to match the format of the statement
🐛 Fixed issue with downgrading or canceling DonorDock subscription not canceling subscription in Stripe
🐛 Corrected issue with bulk text preview showing "null" after a bulk text has been sent
🐛 Fixed error with user's email large signature preventing an email from completing send
