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. Throughout the platform, Annual Fund has been renamed Annual Giving. No functional changes were made as part of that update.
  2. New columns are available in Prospect Assignments: Days Since Last Contact by Selected Officer, Date of Last Contact by Selected Officer, Days Since Last Visit by Selected Officer, and Date of Last Visit by Selected Officer. 

Bug Fixes

  1. The Last Transaction Appeal column has been revised to load more quickly.
  2. The Designation Purpose Comparison viewport has been updated to better accommodate gifts tagged with a fiscal year that have a transaction date outside the fiscal year.
  3. In the Class Agent portal, when adding a new prospect, agents can search using maiden name.