This article lets you know the new features and fixes released with each publish.
20th September 2021
New Features
- Self-help support tools have been added to vega, providing guided workflows, linked articles, and tooltips. Please see the email sent from support on 15th September for a link to give your feedback on this new feature
- Batch total figures have been split to show the batch totals and the successful totals so you can easily see if there are any payments declined, pending, or incomplete.
- Your organisation currency is now shown in the Organisation Profile under Admin.
- The character limit on attribute values and comments has been increased to 500 and 2000. There is an indicator of how many characters are left when adding text in these fields
- New customisations available for payment workflows and recurring payment workflows
- There is now functionality to make campaign headers inactive, this will also make all campaign actions inactive too
Fixes
- Add to list from email campaign metrics was not creating a new list
- On the add payment form, the Send Receipt or Download Receipt button will be disabled while the payment is saving to avoid payments being distributed multiple times
- Macrons in an email subject line from Engage email action were not being included
- Merge contacts
- Annual receipt number was not being included in the new payments from merged contacts
- All payments are created on the To contact, regardless if the same payment detail already exists
- Payment distributions have been corrected when a transaction has multiple of these
- A fix has been added when some attributes were duplicated on merge
- Additional checks have been added to the merge functionality for attribute type is unique or not and attribute is unique or not
- Import data
- Campaigns created in a payment or contact import are now created with a default (flag) campaign action and other actions are created as external list action type
- Contact Category, Entity Status Reason, Mail Status Reason, and Contact Branch will not be updated if these fields are left blank on a matched contact using the contact template
- The status attributes described above will not be updated when the payment import is used
- Contact import template will add the salutation as the first name for any new contacts when this field is blank in the template. Salutation will not be overwritten for matches contacts if the field is left blank
- Contact import will update the account name when a value is entered for this field and contacts are matched
- Contact import will create a new address when any of the address fields are included in the template, for new and matched contacts
- The SuppID is generated for any new contacts created by import, this follows your organisation sequential numbering
- Contact matching for imports will check for active contacts and then inactive contacts for the matching criteria, the match criteria described in the articles have been updated
- The attribute import template will import attributes with a closed status when the value in the template is closed, it will import as open for any other value or blank
- Note import will create your organisation's own attribute type for any note types used
2nd September 2021
Fixes
- Add to an existing list from within an email action was creating a new list of the same name. This is now adding the selected contacts correctly to the existing list
- Now able to upload a CSS file to a brand new widget
- The document showing on a payment form and on the mailings tab always showed the one-off acknowledgement, this now reflects the true document sent to the contact when a recurring payment is made
- Organisation settings in admin were slow to save but this has now been separated to individual save functions for the current tab being edited
- Organisations using Paystation gateway showed the default from email, instead of that selected in the widget but this is now resolved. The #Comments# merge tag was also not populating in the notification email for Paystation gateway, this has also been resolved
- The GL Code dropdowns for donation widget processing fee and membership widget mebership GL have been updated to show the GL code and name
- Sometimes the orgID of a previous contact was incorrectly displayed on another contact, this has been resolved
26th August 2021
New Features
- Import template for Funraisin export to import support-led payments. The import will create or match contacts for the fundraiser and donors. See the article here for full detail on this import.
18th August 2021
Fixes
- Apple Pay and Google Pay fixed to show AUD or A$ for Australian clients using this functionality
- Bulk attribute Insert from a list or query results was changing the button from Add to Go for the insert attribute option. This has been resolved to always be Add, this functionality inserts the selected attribute to all contacts in the result set
- When a receipt is downloaded with an inactive campaign, this was not showing correctly in the mailings tab. The inactive campaign name will now be displayed for the mailing
- On the mailings tab in a contact, documents tagged with tax receipt are available to download as a copy of the original receipt. This has been corrected to download as an A4 paper size
- Xero was not importing transactions without a payment reference, this is resolved to import all transactions regardless of the reference
- Xero was not saving new matches. Any manual match added will save to the Existing Transactions and then be added to Cross-References once the transactions have been imported to a batch
- The custom attribute in the widget was previously showing as the option type DateTime but this has been updated to Date as it does not record the time. The placeholder has also been updated to NZ format dd/mm/yyyy
- A validation has been added to campaign actions to ensure a name and code are entered before selecting a recipient list within the action. This ensures that the automatic recipient list created includes a campaign name
- When sending a test email from an email campaign action the subject was not updating to that entered in the pop-up. This has been resolved so you can ensure contacts receiving this email are aware it is a test
11th August 2021
Fixes
- Bulk removal of attributes is now functioning as expected, from query or list grid results click More > Insert Attribute, choose the attribute, and click remove to delete this attribute from all contacts in the results
9th August 2021
New Features
- Membership Widget Advanced Configuration is now available to improve the customisation of financial coding and acknowledgement documents based on the membership type or attribute selected in the widget
- PayPal is now available as a payment option in the membership widget, as well as the donation widget
Fixes
- The width of the document dropdown selector in a campaign action has been restored to full width
- Validation added for MYOB and Xero to ensure a connection to allow GL code and bank account imports
- If a multi-type contact category is used as your default, this will display the correct form when adding a new contact
- A payment receipt is able to be downloaded if the campaign or GL code is inactive
- Send receipt can now be used on payment add. The payment details can be entered and Send receipt button clicked to download or email the receipt document and save the payment at the same time. If processing a credit card payment through your gateway, you should still save the payment first to ensure the payment is successful
- When a new contact is created and a work phone is added the correct telecom type is used
- Unsubscribe preset query resolved so that the attribute filter allows the results to be based on this attribute requirement, as well as Unsubscribe attribute
- In widget configuration, the copy option has been resolved for the subsequent pages when many widgets exist
- Memberships created from a widget will calculate the correct expiry date, regardless of receipt settings
- When multiple payments were being added, the previous receipt document used showed as selected in the payment form for the next payment
- In the widget configuration for Donation and Membership widgets, the financial dropdowns now include the campaign header and campaign action names
19th July 2021
New Features
- MYOB Integration with functionality to import GL Codes, import bank accounts, post payments to MYOB, and import payments from MYOB
- Apple Pay payment option available for all widgets when using Stripe as your gateway
- Google Pay payment option available for all widgets when using Stripe as your gateway
Fixes
- Add to list function from Money > Failed Transactions has been fixed
- Xero integration- importing pay amounts including cents
- Xero integration- posting payments with a GL Code with a tax rate
21st June 2021
Fixes
- Documents being sent from the Send to Admin workflows have been fixed to populate the merge tags correctly.
21st May 2021
New Features
- New preset query All Members Last 5 Years- gives a total number of members over the last 5 years for each membership type. This is calculated by the contact having the membership attribute valid for any span of that calendar year regardless of status.
Fixes
- Audit log to show old and new values when an attribute is deleted, inserted or updated
- Audit log to show the old and new values when a telecom is updated or inserted
- Widget Validations added:
- a document must be selected when Notify me? = Yes
- in Custom Attributes and attribute or attribute type must be selected
- in a Registration widget, you are only allowed to choose a thank you document OR a donation widget to display
19th May 2021
New Features
- #Memoriam# merge tag available in widget notification document to generate in-memory detail from the donation widget
Fixes
- Service Email sender name included in acknowledgment documents sent from a widget
- Fixed error multiple bookings in event widget
- Account and Mail Status reasons added from a widget or trigger will update the actual Status value, eg. An Inactive Mail Status reason added from a widget will untick the Mail Status checkbox
30th April 2021
Fixes
- Fixed Bank Lodgement Report printing with additional blank pages from the batch output
- Fixed error with notification document being removed from the donation widget
- Widget Results preset query will only show attributes added from the widget, even if same attribute exists on the contact.
20th April 2021
Fixes
- Fixed merge tag for #HomePhone# in Event widget notification document
- Fixed merge tag for #Email# in Contact Us widget notification document
- Fixed error with Life Membership until date on payment form
24th March 2021
Fixes
- Fixed issue when including Campaign and/or GL Code in a widget Email link using an external container URL
18th March 2021
New Features
- PayPal Integration is now available for the donation widget
- New Preset Query- All Active Members with a recurring donation
- New Preset Query- All Active Members with one off donation
- New Preset Query- Active Contributors Last 3 Donations by Start date or Attribute
Fixes
- Fixed issue when adding Supporter-led Payments in a batch not displaying contact details
- Campaign Header Description added to Campaign Summary report Insights > Campaign Analytics > Campaign Summary
26th February 2021
New Features
- Normal captcha replaced with invisible captcha on all donation widgets
25th February 2021
New Features
- Xero authentication has been updated to Auth2.0 and re-connection is required
Fixes
- Fixed error with not being able to save letter case edits on a contact
16th February 2021
New Features
- New Zealand Post Address Finder Integration
11th February 2021
New Features
4th February 2021
New Features
- Widget documents now support other languages and special characters
20th January 2021
New Features
- Updated login page for added security
Fixes
- Fixed copy to clipboard button for widget email link
17th December 2020
New Features
- Export to Excel service for queries
- Registration widget invisible recaptcha
- New preset query- All Successful Payments Not Acknowledged
- Receipt type dropdown customisation setting now includes receipt type in batch defaults
- New preset query- All Contacts With Relationships And Attributes
Fixes
- Contact widget notification email resolved
13th October 2020
New Features
- New Document Dropdown Customisation
- #SuppID# Merge Tag is added to populate suppID from a contact
- Reference, Code and Particulars have been added to the one-off payment form
- Comment field added to Key Attributes on contact dashboard
- Copy Widget function includes custom attributes and advanced configuration settings
11th September 2020
New Features
- Organisation column added in All Payments tab in Cashbook report
- Paytype text box added in payment form to allow inactive types to be displayed
7th September 2020
New Features
- Batch code auto generator added to create code as per the user's Branch initials, Year, Month, Day, User initials
2nd September 2020
New Features
- Multi-page and Minimum address added to widget configuration for Donation widget
Comments
0 comments
Please sign in to leave a comment.