R4.1 Release Notes: January 4th, 2014

The R4.1 Incremental Release included various fixes and improvements to NeonCRM. Each item in the list is either an improvement to a feature that already existed or a fix to a feature that previously needed some attention.

Reference# Type Description

WORK-1685

Fix

Fixed an issue editing the Source field on store purchases.

WORK-1915

Fix

Fixed a problem where ‘Email Type’ was not populating correctly in the Email Report.

WORK-1932

Fix

Items can now be sent to the pending mail merge queue regardless of whether or not you have corresponding system emails enabled for a given type of record (membership, donation, event registration, product purchase, etc.)

WORK-2130

Fix

Fixed a reporting issue searching on numerical and date data types.

WORK-2216

Fix

Changes to the font formatting will no longer break email tokens.

WORK-2258

Fix

Fixed a problem where the Donation Detail Report was not pulling in "Company Name" for individual accounts.

WORK-2259

Fix

Fixed an issue where system users were able to edit the system default Tender Types.

WORK-2262

Fix

Fixed a pagination issue in the duplicate manager.

WORK-2263

Fix

Fixed a problem with converting accounts that prevented system users from re-sending the Event Registration system email.

WORK-2274

Fix

Household reports now show the primary contact’s full phone number with area code.

WORK-2285

Fix

Only active Individual Relationship types display in the ‘Role’ drop down field when adding new household contacts.

WORK-2286

Fix

Cancelled event registrations no longer count towards the "Total Revenue" column in the Event Summary Report.

WORK-2295

Fix

Fixed an issue where, if the Company Name field was populated, individuals were prevented from updating their account information from the constituent login portal.

WORK-2314

Fix

The Attendee Report ticket price and attendee count are listed individually per attendee. Registration amount will still show the total registration in each row, but each registration is now counted only once in the calculated total below.

WORK-2318

Fix

Fixed an issue where the email content preview was missing for the system default versions of the Event Registration and Purchase Acknowledgement system emails.

WORK-2324

Fix

Fixed a display issue where the calendar icon was missing for donation custom fields using the “date” Data Type.

WORK-2342

Fix

You are now prevented from setting up memberships to auto renew without a credit card or e-check established.

WORK-2356

Fix

Fixed a problem where even if a soft credit had been deleted from an account, that account could not be deleted.

WORK-2400

Fix

Fixed a problem with donor reports pulling in companies that had emails when Email Blank criteria was selected.

WORK-2459

Improvement

Reorder Membership Display Sequence now reorders the display on the Membership Dashboard, the System Settings list of memberships, and the back-end membership drop-down.

WORK-2459

Improvement

Totals on the Membership Home/Dashboard are now clickable.

WORK-2474

Improvement

‘User Full Name(F)’ has been added to the field mapping for account Batch Update.

WORK-2474

Fix

Fixed an issue where an extra space was added to the ‘User Full Name(F)’ field when exported to Excel/CSV.

WORK-2479

Fix

Fixed a phone number display issue. Phone numbers will no longer be displayed with leading hyphens in reports.

WORK-2496

Fix

Fixed an issue where donations added today appeared under ‘Today's Entries’ for system users without permission to view donations.

WORK-2547

Fix

Fixed a problem with administrator’s actions being credited to constituents after an administrator filled out a survey on their behalf.

WORK-2576

Fix

Fixed a problem where the Organization Primary Contact record was identified as a duplicate.

WORK-2583

Fix

Seasonal addresses will now become the primary address on their start date and will appear in mailing reports at the appropriate times.

WORK-2591

Fix

Fixed a problem where system users could not change the default Campaign, Fund and Purpose when entering donation records and assigning prospects.

WORK-2600

Fix

Fixed a problem with sorting mark attendance lists alphabetically by name.

WORK-2605

Fix

Fixed an issue where the ‘Honor/Memory Type’ condition was not functioning correctly for conditional Donation Appreciation system emails.

WORK-2606

Fix

Fixed a problem where the Membership Status Message displayed in the constituent login portal when managing a Social Fundraising page.

WORK-2623

Improvement

You can now designate a Fund and Purpose as the default for online donations.

WORK-2639

Fix

Fixed a problem where the goal and page content were lost when uploading an image to a social fundraising page.

WORK-2640

Improvement

In the Additional Contacts report the additional addresses are more clearly labeled as household or company addresses.

WORK-2641

Fix

Fixed a problem with the Household Report not pulling in address information for some accounts

WORK-2643

Fix

Fixed an issue with the duplicate merge function where the household name and salutation fields were not carrying over to the updated account.

WORK-2645

Fix

Fixed a problem with a donation minimum error appearing on constituent donation forms when the donation was above the minimum.

WORK-2651

Fix

Fixed an issue were <no name> displayed in the dropdown for Purpose on the Donation Detail Report

WORK-2664

Fix

Fixed a problem where not all Purposes were available when adding new donations

WORK-2668

Fix

Renew Membership link will work if placed in the login portal

WORK-2701

Fix

Fixed a problem where Membership Due and Membership Overdue system letters were being sent to the Mail Merge queue.

WORK-2719

Fix

Fixed a campaign web template caching issue

WORK-2748

Fix

Fixed a problem where the social login was lost during account merges.

WORK-2749

Fix

Fixed an error triggered when trying to create additional survey acknowledgement emails

WORK-2774

Fix

Fixed an issue where typing a special character in the ‘Online store welcome message (500 characters maximum)’ field was generating an error.

WORK-2801

Fix

Fixed an error preventing system users from deleting staff notes.

WORK-2802

Fix

Fixed an issue where anonymous donations were not populating the “Anonymous” donation field on the back end.

WORK-2839

Improvement

The default search criteria (User Deceased, Do Not Contact, Email Opt Out) have been removed from the Constituent Primary Contact List report when defining the applicable group for event conditional ticket groups.

WORK-2840

Improvement

Removed the default search criteria (User Deceased, Do Not Contact, Email Opt Out) when defining the applicable group for Secure Login Pages.

WORK-2887

Improvement

Clicking on Fundraiser Creation link while logged in as Admin now directs to the correct "create an account to start fundraising or login" page instead of the general login page.

WORK-2889

Fix

Fixed a problem with the way the Password field was submitting to Neon when filled out on a Custom Form/Survey from the constituent login portal.

WORK-2921

Fix

Fixed a problem where the ‘Last Donation Date' search criteria was not working properly when running a Mailing Report

WORK-2963

Fix

Fixed an issue where donation custom fields were missing from pledges after adding a pledge payment

WORK-282

Improvement

Address Type and Birth Date can be added to the Constituent Account form.

WORK-1994

Improvement

The applicable membership levels are displayed by default when adding/editing a Membership Custom Field. Added ‘Check All’ and ‘Uncheck All’ buttons.

WORK-2360

Fix

Corrected a spelling error under User Group Advanced Settings

WORK-2365

Fix

Removed the BCC Email field from the campaign email view page & removed the 'System Email Enabled" checkbox was from Campaign Email Settings

WORK-2447

Improvement

When editing a Neon account, custom field with many options will no longer cause misalignment of single-row fields under the account Attributes section.

WORK-2465

Fix

Added drop-down choices to Note Type in report search criteria

WORK-2603

Fix

The Expired Member Tallies on the Membership Dashboard now only count expired memberships that have not since renewed.

WORK-2617

New Feature

System users can now enable/disable the Encouraged Login Page & Auto-Authentication Emails from the System Settings tab.

WORK-2670

Fix

Fixed a typo and updated several labels under Email Campaign Statistics

WORK-2704

Improvement

PayPal Standard has been added as a payment method on the Social Fundraising Donation Form.

WORK-2732

New Feature

PayPal Pro Currency Conversion.

WORK-2803

Improvement

Text change on Social Fundraising Donation Form. Change text from "Keep me updated" to "Send me email updates from Organization Name”. If Organization Name is blank, substitute with text "this organization".

WORK-2813

Improvement

Improved logic so that only the icons of active credit card types display on the Social Fundraiser Donation Form.

WORK-2822

Improvement

On the donation page for a Campaign that has Social Fundraising enabled, a field appears that says "Credit this donation to this team or individual " with an accompanying drop-down menu of all social fundraisers who have created pages for that Campaign. Changed the wording to “‘Credit this donation to this Social Fundraiser”

WORK-2837

Improvement

The character limit for the ‘Online store welcome message’ has been increased to a 500 characters.

WORK-2916

Fix

Event Detail URL will now redirect to correct page if a space was accidentally included (already true for register URL)

DEV-820

Fix

Fixed a problem with merging duplicates and deleting Household contacts that was causing accounts to become inaccessible

IDEA-654

Fix

Fixed an issue with the registrant's name appearing in event confirmation email where the card holder's name should be.

IDEA-673

Improvement

Updates to the Nightly Scheduler to improve server speed

IDEA-731

Improvement

Added DOB fields to Constituent Account & Public Contact Information Form

IDEA-745

Improvement

External Mail Merge now exports columns for Payment Note, and Institution and Routing Number

WORK-2541

Fix

Fixed a problem where the Names and Addresses by Account Relationship report was only pulling account relationships where the Role was defined for both accounts. The results now include all accounts with established relationships, regardless of whether or not a role is defined. 

WORK-2688

Fix

Fixed an issue with the Encouraged Login Page. Now if you follow a direct link to the organization version of a form and click "continue without logging in" on the Encouraged Login Page, then you will be taken to the organization form.

 

Improvement

Added a new Fundraising Page Title" field that allows users to change the title of their Social Fundraising pages. 

 

Improvement

Added the ability for system users to restrict custom form access to logged in constituents or members. 

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