Release Notes 8.14.2023

New Features & Enhancements

✨ Default Receipt Sender setting added to Organization Settings

To help combat issues where no send from team member is set on a transactional receipt template, a default send from receipt user may be set in organization settings. This default send from team member will be used when sending a template that has no send from contact set on the template itself.

✨ Account number prefix required for auto account numbers creation in settings

A prefix is now a required field for the automatic account number organization setting. Example of a prefix would be DD. This update has been added to combat errors with the auto account number generation potentially duplicating existing account numbers if unique values were also entered onto contact records. This is only used for DonorDock generated Account Numbers. You are not required to use a prefix when importing or adding in your own external account numbers.

✨ Donor Covered Fees field available when adding gifts manually in DonorDock

When creating new gifts in DonorDock, either through individual gift creation, import, or through a zap from Zapier, you may now set if the donor elected to cover the processing fees for the donation. This will still populate automatically as True or False if the Donor covered processing fees on a donation made through a DonorDock Online Giving Page.

✨ Automatic Gift Tag added for "Reactivation Gift"

When a gift is received or created that moves a Contact record from Lapsed Status back to Donor Status, the gift will now be automatically tagged with a gift tag of Reactivation gift. This update is not retroactive.

Bug Fixes

🐛 Fixed issue with archived contacts appearing in ActionBoard Nudges and in unsubscribed view under contacts

🐛 Corrected issue with pledge gifts prompting the new gift notification emails, where the received gift value is 0

🐛 Updated preview panel on giving pages so that preview of the giving page will still display if no payment processor has yet been connected

🐛 Fixed issue with Fonts in the Template editor not generating correctly when printing to PDF

🐛 Corrected error message that occurred when merging two contacts and electing to keep one contact as the spouse

🐛 Made updates to Classy and OneCause integrations to prevent sync errors, including option to set the sync date

🐛 Fixed issue with Activity Reports timing out or failing to load

🐛 Obsolete Pledge Reminder text box removed from Organization Settings

🐛 Corrected error when Marketing Lists are being applied in bulk through a report, confirmation email not being sent