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
- A field for Funding Type has been added to proposals. Instructions on how to populate that field with relevant values will be included the next data request guide.
- The filters on the Operating Reports page has been updated so the page only refreshes when clicking an apply button.
- When creating a Contact Report in Activity Center, the entity search now works with nicknames too.
- Saving a planned Contact Report to your calendar now includes additional information (including contact type and contact information).
Bug Fixes
- The Proposals page under Major Giving is no longer erroneously showing additional proposals in certain circumstances
- Social media links can be added to the relationship profile manually
- Notifications sent to officers now take into account the assignment type of the officer
- Completed tasks no longer are included in notifications
- Class Agent reports can be exported to Excel