Release Notes December 17th, 2016

The December 2016 release included various fixes and improvements to NeonCRM. The "Issue Type" column tells you if the change was an improvement to an existing feature, a fix applied to an existing functionality, or a completely new feature. Most items listed below are either improvements or fixes to a feature or area in Neon that previously needed some attention.

Key Issue Type  Description
DEV-4224 Improvement Changed the name of the On-Site Credit Card Machine tender type to Credit Card (Offline-No Charge) to add clarity to the fact that this tender type will not charge the card. Additionally the credit card number field for this tender type was changed to be Last 4 Digits. **QuickBooks Desktop Users should add this as a new Payment Method in QB.
DEV-4523 Fix Resolved an issue where the (Y) axis on Active Campaign bar graph did not start at 0 in Donations Home/Dashboard.
DEV-4522 Fix Resolved an issue where duplicate accounts would not merge if they had multiple addresses.
DEV-4506 Fix Resolved an issue that caused Donation Appreciation system letters to not be added to the Mail Merge List.
DEV-4504 Fix Resolved an error that was encountered when using the Event Ticket Name criteria in reports.
DEV-4503 Fix Resolved an issue where the All Accounts Report would not display Membership Expiration Dates if the membership record was added through the Import Manager.
DEV-4498 Fix Resolved an issue that caused Event Reminder emails to also be added to the Mail Merge List.
DEV-4476 Fix Resolved an issue where new System Users would not appear in the "System User" drop down menu of the Prospects pages.
DEV-4460 Fix Resolved an issue where the "Submit" button for a Saved Report could be clicked multiple times. This would cause an error where duplicate output columns would appear on a Saved Report.
DEV-4454 Fix Resolved an issue with the breadcrumb in Material/Letter Tracking when attempting to create a new campaign letter template; the breadcrumb link contained an invalid URL.
DEV-4448 Fix Resolved an issue where shipping & handling was not being recalculated correctly in the store when the shopping cart contents were changed or the "on-site pickup" setting was toggled on/off.
DEV-4434 Fix Resolved an issue where the pagination of certain pages would only display the first integer when using Safari 10.0.1.
DEV-4429 Fix Resolved an issue where users were unable to complete mail merges after the original donation had been split.
DEV-4397 Fix Resolved an issue where constituents who clicked "Register for another Event" from the event registration summary page were not able to return to the summary page without registering for at least one more event.
DEV-4391 Fix The Canadian State of "Newfoundland" has been changed to "Newfoundland and Labrador".
DEV-4387 Fix Resolved an issue where the preview function of forms always used Classic Markup. The preview function will now utilize whichever markup option is enabled.
DEV-4386 Fix Resolved an issue where Handling fees were not being applied to store orders processed by system users where shipping was required.
DEV-4385 Fix Resolved an issue where Social Fundraising pages using Alternate Web Templates were displaying awkwardly on mobile devices.
DEV-4383 Fix Resolved an issue where Membership Renewal Upgrades and Downgrades in Executive Reports were displaying in reverse.
DEV-4381 Fix The "Email Subscription Confirmation" email has been added to the "Email type" dropdown under Communications > Sent Emails.
DEV-4379 Fix Added "Transaction Status is Equal to 'Succeed'" as a default search criteria to resolve an issue where the Campaign Report Donation Total Column was including donations with Status of declined, pending, or deferred.
DEV-4370 Fix Resolved an issue where Account ID was not included as a column when exporting a list of volunteers from the Volunteers page. 
DEV-4364 Fix Resolved a display issue on the Membership Home/Dashboard that resulted in memberships that expired on the current day to not be included in the metrics.
DEV-4362 Fix When adding a soft credit to a donation with "In-Kind" as the tender type, Neon will now use the "Fair Market Value" to calculate the soft credit amount. 
DEV-4358 Fix Resolved an issue where the "Recipient" and "Email" columns in the Sent Emails list was not displaying accurate information for the Account Update and Document Upload system emails.
  • If the BCC and CC fields are currently *blank* for either email type, then the "Recipient" column will now indicate that there are "No valid recipients" and the "Email" column will be blank.
  • If the BCC or CC fields are populated, then the "Recipient" column will now indicate that there are "System Defined Recpients + CC & BCC Addresses" for this email type and the "Email" column will show you the BCC and CC emails currently defined in the system email message settings.
DEV-4324 Fix Made an adjustment to some criteria in the Current Year Event Total One Click Report to better reflect calendar vs fiscal year settings in the Organization Profile.
DEV-4311 Fix Resolved an issue where Organization Memberships were not displaying on the Org. Version of Membership forms when the button was disabled in system settings.
DEV-4304 Fix Resolved an issue with certain donation forms, where "Pay Later" was still a valid option for payment for a recurring donation.
DEV-4298 Fix You can now use the "Super Delete" function to delete a Social Fundraiser's account. This will delete their fundraising pages and remove them as the Social Fundraiser from any donations or event registrations that were attributed to one of their fundraising pages.
DEV-4297 Fix Resolved an issue where a deactivated social fundraising team page could still be accessed by a direct link.
DEV-4290 Fix Resolved an issue where sub memberships were still being referred to as "child" memberships on the constituent login sub member join/renew pages.
DEV-4286 Fix Donations with Match Pledges can now be reconciled directly from the "Donations to Reconcile" page.
DEV-4281 Fix Resolved an issue with captcha verification in custom forms; captchas on pages other than the final page can no longer be ignored when filling out the form.
DEV-4278 Fix Resolved an issue where the yearly total columns in Household reports were not including contributions from any household contacts.
DEV-4260 Fix Resolved an issue with registering for event sessions in the back-end, where the price for a paid session of a free event would not show properly.
DEV-4259 Fix Resolved an issue where non-account household contacts could not be deleted from the contact information page.
DEV-4258 Fix Resolved an issue where previewing a page for a custom form/survey after previewing the associated acknowledgement email could result in an error.
DEV-4246 Fix Resolved an issue where expanding the CKEditor to full screen did not display the token list correctly when creating an Email Campaign, System Letter, or System Email.
DEV-4244 Fix Resolved an issue where, when marking donations as reviewed through the Donation/Pledge List, an error would be encountered when you surpassed the amount chosen to be displayed.
DEV-4236 Fix Added validation to amount fields to prevent obscenely large numbers to be submitted. The limit is 13 digits.
DEV-4235 Fix Resolved a display issue on the Event Summary Page when registering for Free or Single Admission events.
DEV-4226 Fix Resolved an issue with event copying, where events with multiple ticket prices and multiple attendees per ticket would lose existing ticket prices when copied, despite "Copy Sessions and Ticket Prices" being checked.
DEV-4221 Fix Resolved an issue where Membership Custom Fields were unavailable for sub-memberships.
DEV-4162 Fix Resolved an issue that prevented users from selecting a batch donation number when searching for it via the magnifying glass.
DEV-4136 FIX Resolved an issue where the Activity Reminder Email would still send when the activity is marked as complete (before the start date/time is met).
DEV-4081 Fix Resolved an issue where Giving Levels for executive reports were not auto-populating the fields in the left column when entering new levels.
DEV-4047 Fix Resolved an issue with the All Accounts, Mailing, and Activity reports, where searching for a specific grant asked amount would not always return the correct number in the Grant Asked Amount column.
DEV-3996 Fix Resolved some issues with text formatting in V2 email templates.
DEV-3989 Fix Added the fields for Date of Birth, Gender, and County to all front end forms that were missing these options.
DEV-3976 Fix Resolved a padding discrepancy with V2 templates.
DEV-3973 Fix Resolved an issue where removing an account relationship type made it inactive. You can now delete account relationship types. 
DEV-3835 Fix Resolved an issue where it appeared that a linked social media login disappeared when merging accounts. This data is now maintained properly.
DEV-3830 Fix Resolved an issue where the credit card processing fee (when enabled) was displayed when choosing ACH/E-Check as payment.
DEV-3808 Fix Resolved an issue where contact names would be hidden if the contacts section of an organization account was in the top position on the page.
DEV-3807 Fix Resolved a display issue where email addresses weren't displayed when emailing volunteer applicants.
DEV-3734 Fix Resolved issue with organizational account entry where the Salutation field would not properly update if the Prefix field were edited using the keyboard.
DEV-3680 Fix Resolved an issue where an error occurred in the Import Manager if a Saved Mapping was updated to re-map a column from a standard to a custom field.
DEV-3641 Fix Resolved an issue where an updated system email would not display when sending the email from an account page.
DEV-3568 Fix Resolved an issue where reports with long descriptions were overlapping the display of other reports on the Saved Reports page.
DEV-3388 Fix Resolved an issue that prevented a designated amount for max attendees to not carry over to a copied event.
DEV-3152 Fix Resolved an issue with membership renewal where custom field changes would not be retained if returning to the Renew Membership page from the payment page.
DEV-2994 Fix Resolved an issue on the Batch Donation data entry screen where highlighting a cell and clicking Backspace would automatically act as a Back browser button click without warning.
DEV-2920 Fix Resolved an issue with the online shop where changing the quantity of an item on the confirmation page would not check against inventory until payment was attempted.
DEV-4307 Fix Legacy CAPTCHAs on NeonCRM pages have been replaced with Google ReCAPTCHA.
DEV-2885 Fix Resolved an issue where the donation summary/input display on the event registration summary page was inconsistent if the registrant returned to the form after first abandoning their registration at the payment page.

 

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