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
- New groups have been added to Officer Benchmarks for new officers and former officers, allowing schools to get more accurate results for established and active gift officers
- Social data pulled into a relationship profile via a Clearbit screening can now be removed in the event that the Clearbit data is inaccurate
- The Contact Report, Task, and Proposal forms in the Platform have been adjusted to better fit within different screen sizes.
- Reusing the name of a deleted Targeter query is simpler to do
- When creating a proposal in Activity Center, it’s easier to find the correct Project of Interest due to sorting now taking into account campaign interest codes
Bug Fixes
- Targeter list uploads are now processing as expected, after some outages over the past few days.
- Users are able again to view the details of a dollars granted or dollars submitted report for proposals
- The vendor used to power Donor Discovery results has restored access for batch screenings
- When viewing a list of individuals grouped by household, exporting that list now only shows the primary person in the household, instead of all results
- Notification emails have been updated to ensure that inactive proposals are no longer included
- The Monthly Giving Summary reports within Advancement have been updated to make sure data is displayed for all months in the past included in the report
- An issue where users could only add other subscribers to one type of notification has been resolved; now users can be added to any of the notification types