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. New in Targeter - There are 2 new columns available in Targeter: Parents and Children. The Parents column shows the names of the entity's parents, and the Children column  shows the names of the entity's children. This is based on the data provided by your institution through the nightly data feed.
  2. New in Class Agent
    1. Volunteers can log in using Facebook
    2. Volunteers can view Facebook profiles, and can click a button to open a Messenger conversation with a prospect (when Facebook profiles are linked)
    3. Staff can send Facebook posts to volunteers through Notifications, and can ask them to like and share the post
    4. Links and rich text formatting are now available to include in email scripts, thank you scripts, and notifications
    5. Nicknames will now display in place of first names in Class Agent, when available
    6. New fields are available for Parents and Children. For volunteers to see these fields, edit your campaign settings and select these fields for display.
  3. Activity Center
    1. On the contact report form, the field that used to be labeled "Next Steps" is now labeled "Outcome." If customers wish to submit values besides the defaults, they can now provide a list of any number of applicable statuses.
    2. To support organizations that have large numbers of Projects of Interest, the field has been converted from a drop-down menu to a type-ahead search

Bug Fixes

  1. Officer Goals - when officers have a goal of proposals submitted over a certain value, and the value of subproposals under a master proposal would equal or exceed that goal, the total value is now summed up from the component subproposal.
  2. The Portfolio Giving Comparison by Officer will now load correctly for all customers.
  3. Broken links to iHelp in Class Agent were updated and fixed.
  4. When changing contact type mappings in control panel, updated values now save correctly.
  5. Donor Discovery permissions have been fixed to allow users without a seat to view detailed reports for constituents that previously only been submitted to a batch screen.

 

Other

  1. Pagination has been improved on the Reeher API