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
- The Donor Discovery feature has been updated to use a new version of the Donor Search wealth and philanthropy service.
- Officer Benchmarks has been updated so officers without a defined role will display in the Unknown Role category.
Bug Fixes/Maintenance
- Officer Goals has been updated to correctly consolidate goals when multiple officers are selected in the page filter on Console.
- Targeter queries that include donation amount = $0 no longer time out in certain circumstances.
- In Class Agent, the Current FY Donor column on the My Prospects dashboard has been updated to check against the campaign's gift rules.