🎉 Product Updates 🎉
New Features & Enhancements
⭐ Redesign of the ActionBoard. We have been teasing this update for the last few months in Customer Hangouts and now we are thrilled to roll it out! This Kanban style board lists each nudge/action as a card that may be easily moved from lane to lane for easy completing and tracking.
⭐ Ability to Delete Standard Templates. A popular request on the ideas board, the delete option will now be available on standard templates built in DonorDock.
⭐ Search capability added for badges, marketing lists, and gift tags. Now when viewing Badges, Marketing Lists, or Gift Tags, you may use the available space to search for a specific name, or create a new tag if none is found.
⭐ Exclude Marketing Lists added to reports. Impacting Contact and Gift Reports, a new option has been added to the available main filters. Now when setting the parameters of the report, you may set to Include one Marketing List, while excluding a second Marketing List as needed. This functionality was already available for Badges and Gift Tags (on gift reports), and now Marketing Lists follow the same pattern.
⭐ Organization and Household contact types added to Giving Tier. Organizations on the Giving Tier may now set up contact records as Household and Organization, in addition to Individual records.
⭐ Update to open and click events on the gift and activity timeline. After all the amazing feedback from the DonorDock user community on the new event tracking on Open and Clicks that were released in the previous update on 3/5/2023, we have added an update to the way the open and click data will appear on the timeline activity card. In the timeline, the email will be confined to one card, and a summary of the open and click history will show on the send email activity card.
⭐ Fiscal Year added to Organization Settings. Another popular idea request, a new field has been added to Organization Settings to allow the setting of your organization's Fiscal year start. Once set, this will impact the numbers pulled for the Dashboard as well as impact LYBNT and SYBNT gift reports. Additionally, when setting up reports, when selecting the time range of This Year, the report will pull based off of your fiscal year. Columns have also been added to reports to allow a quick view of Year to Date Fiscal gifts and amount, and Last year fiscal gifts and amount totals for your donors.
⭐ QuickBooks Desktop added to Integrations page. The option to turn on QuickBooks Desktop has now been moved to the integrations page instead of requiring DonorDock manual updating. Now by navigating to Settings Menu > Integrations, you may enable QuickBooks Desktop, enter in your Deposit GL Account Number, and complete your set up.
⭐ Create Pledge action added to Zapier. When setting up Zaps with Zapier, a new action to allow Creation of Pledges from other applications has been added.
⭐ Max Preset Amounts for Giving Pages increased to 10. When setting amounts on Giving Pages, you may now set up to 10 preset amounts with labels (up from 6). Available only with organizations connected with Stripe Connect as the payment processor.
⭐ Word documents added to Letter and Receipt activities that use a Word created Template. Now when sending a receipt or letter with a template of an uploaded word document, the word document for the letter will be automatically be stored under the document section of the activity details page, allowing you to view and download the activity letter again as needed.
Bug Fixes
🐞 Corrected bug where images added to Feature Message on Giving Page was impacting the loading of the published page due to image upload format.
🐜 Fixed issue with payment by ACH for new DonorDock signups when micro-deposit required.
🐛 Updated issue where Pledged gifts were creating ActionBoard Gift Nudges.
🐞 Fixed bug with address fields being combined into invalid addresses when merging contact record where parts of address were blank.
🐜 Corrected issue where the priority of an activity was defaulting to Medium, even if Low or High were selected during creation/edit.
🐛 Resolved issue with Activity Status report filter not saving on custom reports.
🐞 Updated Merge Contact process to ensure pledges are carried over to the kept contact instead of remaining on the archived contact.
🐜 Resolved issue with Activity and Note Imports detecting matches on Archived records?
🐛 Fixed bug where select merge tags were not generating on Word Templates.
🐞 Fixed issue with Membership Gift Merge Tags not showing MM/DD/YYYY format.
🐜 Corrected issue where printing a Word receipt on a gift where receipt sent value is true was not creating a new letter activity.