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 new viewport has been added within the Contacts section of Major Giving, showing Contact Reports organized by report outcome.
  2. Viewing an email script in Class Agent now includes specific links for creating a new email with the prospect's information in Gmail and Yahoo! Mail.
  3. Clearbit social screenings will now leverage all email addresses in a Relationship Profile, if the primary email address does not return a match.

 

Bug Fixes

  1. Drawer notifications have been restored for Activity Center Task assignments
  2. Email notifications based on assignments are now restricted to only be sent to active assigned officers.
  3. Targeter List uploads now support filenames that include apostrophes.
  4. The logic for the Submitted Proposal Pipeline viewport and the Granted Proposal Pipeline viewport has been updated to allow upcoming proposals.