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/Improvements
- Now, the platform will automatically run wealth and philanthropy screens on your high-value prospects, adding several key fields to the Relationship Profile. This feature, called Automatic Screenings, can be enabled by System Administrators via Control Panel > Manage Platform > Integrations.
- A new Targeter filter and column have been added, "Top 100 Donors", which identifies entities that have been a top 100 donor in any fiscal year.
- Within Control Panel, the Manage Seats page allows you to assign available seats to users and export a list of current seat holders.
Bug Fixes/Maintenance
- When creating or editing a proposal in Activity Center, the which fields are labeled as required is more accurate as you change the proposal's status.
- The page filter on Major Giving > Proposals for Project of Interest now shows all available projects, not just the first 100.
- On the Relationship Profile, images imported from Clearbit can now be more easily removed if needed.