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. 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.
  2. The filters on the Operating Reports page has been updated so the page only refreshes when clicking an apply button.
  3. When creating a Contact Report in Activity Center, the entity search now works with nicknames too.
  4. Saving a planned Contact Report to your calendar now includes additional information (including contact type and contact information).

 

Bug Fixes

  1. The Proposals page under Major Giving is no longer erroneously showing additional proposals in certain circumstances
  2. Social media links can be added to the relationship profile manually
  3. Notifications sent to officers now take into account the assignment type of the officer
  4. Completed tasks no longer are included in notifications
  5. Class Agent reports can be exported to Excel