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. In the event that a Targeter list upload fails, the status of that list changes to let the user know.
  2. Uploaded attachments to the Relationship Profile can now share the same name as a previous attachment.

Bug Fixes

  1. Some viewports in the Annual Fund and Advancement layers were adjusted to show FYTD data more accurately.
  2. In Prospect Assignment, prospects can be sorted on the Prospect Rating column without issue.
  3. The Activity Center Contact Updates notification has been adjusted to ensure the accuracy of the email notifications.