This list consists of key new features, as well as issues reported by or of interest to customers. It is not an exhaustive list of updates.


New Features and Improvements

  1. Planned giving indicator ("known planned gift") and giving society column/filter/display have been added. Please see the most recent Data Request Guide for details on populating these fields.
  2. For subscriptions created with Targeter, the exported subscription will be generated with the same columns that were visible when the query was created. To utilize this feature, customers will need to re-create existing queries as the feature could not be made backwards-compatible.
  3. Deceased family members (not just spouse) are now indicated on the Relationship Profile.

Bug Fixes

  1. Officer Benchmarks column data now appropriately match header when columns are moved
  2. Inactivating a user with an Activity Center seat now correctly also inactivates the Activity Center seat.
  3. Prospect profiles now display correctly on iPad for Class Agent volunteers.
  4. Search function in Class Agent now correctly includes nicknames and middle names.
  5. The Agent summary in Class Agent now correctly displays phone information
  6. On the Relationship Profile timeline, Appeal Name and Appeal Type were sometimes reversed in the information bubble.
  7. Deleted charitable giving items in Donor Discovery detailed profiles now properly stay deleted.
  8. Proposal creation now has systematic handling of prospects for whom a prospect ID maps to a missing prospect record.
  9. Prospect lists now correctly show mobile phone data on export.

 

Other

  1. Graphical and layout fixes on the new Notification drawer
  2. Graphical and layout fixes on the new Officer Benchmarks tab
  3. Numerous minor spelling and formatting fixes