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. Activity Center customers can now connect their Activity Center events to their personal calendar via a new calendar feed.
  2. Class Agent campaigns now include an option for agents to receive a daily email notification if one of their assigned prospects donates to the campaign.
  3. Activity Center customers will now have access to all gift officers at their school when creating or editing a proposal.

 

Bug Fixes

  1. The performance of Targeter filters for Cumulative Cash Giving and Cumulative Commitments has been improved.
  2. When copying a campaign in Class Agent, the assignments created by the copy process are excluded from the Class Agent Activity email.
  3. The Next Proposal Target Amount and Next Proposal Target Date columns no longer show N/A for all prospects.
  4. Within Prospect Assignments, entities grouped by household can be sorted by Days Since Last Visit.