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. The Donor Discovery feature has been updated to use a new version of the Donor Search wealth and philanthropy service.
  2. Officer Benchmarks has been updated so officers without a defined role will display in the Unknown Role category.

Bug Fixes/Maintenance

  1. Officer Goals has been updated to correctly consolidate goals when multiple officers are selected in the page filter on Console.
  2. Targeter queries that include donation amount = $0 no longer time out in certain circumstances.
  3. In Class Agent, the Current FY Donor column on the My Prospects dashboard has been updated to check against the campaign's gift rules.