Release Notes: November 15th, 2014

This 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.


ID Description Issue Type Related Guides

IDEA-1189

Added more descriptive "Email Opt Out" account flags to indicate the reason an email was unsubscribed (i.e., email opt out by constituent, email opt out by system user, and email opt out due to bounces). 

We've also centralized the process for removing account flags to the Blocked Email List to prevent data conflicts.

Improvement

Blocked Emails

Account Flags

WORK-2395

You can now customize the registration form for each different event using the web form customization utility.

Improvement

Customizing Standard Forms

WORK-4088

The "Allow members to enter their own membership payment amount online" setting can now be selected for the "Join" and "Renew" term at the same time.

Improvement

 

WORK-4372

Fixed an issue where the "Cancel" button was not working properly on Email Unsubscribe pages in Chrome in iOS.

Fix

 

WORK-4440

Fixed an issue where the "Role of Individual Additional Contact" column would not always appear in the "Additional Contact Report II".

Fix

 

WORK-4564

Resolved a printing issue with System Letters and Google Chrome where a blank page would be automatically generated in Print Preview.

Fix

 

WORK-4576

Resolved an issue where the amounts shown for event registrations for a household were not properly reflected in individual accounts.

Fix

 

IDEA-1157

Resolved an issue where Individual Types were appearing improperly on converted Organization accounts.

Fix

 

WORK-3949

The exit page of the "Tell A Friend" feature now features links to send more "Tell A Friend" emails, or exit the page.

Fix

 

WORK-4170

Fixed an issue with the "Last Day Of The Month" membership setting where if a yearly membership term begins at the first of a month, an additional month will not be added at the end of the term.

Fix

 

WORK-4401

Resolved an issue where Code Snippets from Custom Forms would not properly redirect constituents to an assigned exit page.

Fix

 

IDEA-1164

Added the following columns to the "Names and Addresses by Account Relationship" report: "Account 2 Company Title", "Account 2 Company Department" and "Account 2 Email".

Fix

 

WORK-3425

Removed the "In Range of" and "Not In Range of" operators for the "Account Type" search criteria to fix a problem reporting on individual/organization types and individual/organization specific custom fields.

The respective "Account Type" criteria is now loaded automatically upon searching for an individual custom field or organization custom field or type. If your report searches on individual/organization custom fields or individual/organization types, you will now need to use search groups if you want your results to include both individual and organization accounts.

Under the "Attribute" search tab, individual/organization specific custom fields are now labeled as (ind) or (org).

Fix

Search Groups for Individual/Organization Type and Custom Fields

WORK-3727

Accounts flagged as Deceased no longer appear in the results for the "Top 100 Donors to Re-Engage" one-click report.

Fix

 

WORK-3969

Fixed a problem where you were not given the option to apply an existing donation to a matching pledge using the "Apply to Pledge" button on a donation record.

Fix

Apply To Pledge

WORK-4144

The phone number now includes the area code in the system default version of the Event Registration system email.

Fix

 Event Registration System Email

WORK-4415

Added the Form Acknowledgement Email & Recurring Donation Error Notice emails to the "Email Type" search field in the Email Report.

Fix

 

WORK-4437

Fixed a problem sending an email to the "Email 2" or "Email 3" address when clicking the envelope icon from a Neon account.

Fix

 

IDEA-1185

Fixed a problem where the wrong fields were displayed on the "Payment Method" page when the "On-Site Credit Card Machine" tender type is selected.

Fix

 

WORK-4566

Added the following explanatory text to the System Email Configuration page for types of emails that cannot be disabled (e.g., Reset Password): "This email is required by NeonCRM and can't be disabled".

Fix

System Email Configuration Page

IDEA-1182

Fixed a problem viewing organization custom field data in the Donation Detail Report.

Fix

 

WORK-1435

When viewing a Neon account as a system user, "Logged In" will display in red text next to the account name to indicate that the user is currently logged in to your constituent portal. You can also see this from the Account Compare page when merging duplicate accounts.

This helps prevent any data conflicts that may arise if a system user tried to merge or update that account at the same time the user is logged in.

Improvement

Duplicate Checking

WORK-4267

Added "Account ID" as a search field. You can now search for deleted accounts and view the name and account ID number of deleted accounts in the action log.

Improvement

 Action Log

WORK-2560

If an event registration record has multiple payments, the system default version of the Event Registration system emailnow includes each payment.

Improvement

Event Registration System Email

WORK-3918

Event note (the note added to the event itself) now correctly pulls in to Event Reports. Event sticky note pulls from each registration's sticky note.

Fix

 

WORK-2638

Marking a campaign as inactive now makes the online donation forms (and social fundraising forms) for the campaigns inaccessible.

A message appears that the campaign is inactive, and provides a link to the standard donation form.

Improvement

 Fundraising Campaigns

WORK-4099

Added a user permission called Super Delete for deleting an account that already has transactions. System Users and System Administrators automatically have this permission activated.

Fix

System User Groups & Permissions

WORK-4484

Fixed a problem where the honor/memory person could not be un-linked from a donation.

Fix

 

IDEA-1162

Fixed a problem with QuickLinks in Internet Explorer.

Fix

 

WORK-4070

Fixed a problem where declined event registrations took up spots toward the maximum number of attendees.

Fix

 

WORK-4390

Clarified the warning that occurs when the same coupon code is set up multiple times in settings.

Improvement

 

IDEA-1276

Removed the character limit requirement for top-level domains in email verification.

Improvement

 

DEV-1054

Members with terms set to expire on the current day are now included in the Current Membership report.

Improvement

 

DEV-1076

Fixed a problem related to adding new sub-members to organization group memberships in the constituent login portal.

Fix

 

DEV-1059

Fixed a problem related to backward navigation in the system user store purchase pageflow. Back buttons have been removed, and support for browser back buttons have been added.

Fix

 

DEV-1108

Fixed a problem related to pagination of more than 10 events in the Event Registration section of the account detail page.

Fix

 

DEV-1021

Fixed a problem related to the addition of household contacts. The radio button to choose linked/new contact now behaves as expected in the case of a linked account.

Fix

 

DEV-1081

Fixed a problem related to the display of recurring donations on Account pages when created by a system user in the Store.

Fix

 

WORK-4715

Fixed an issue that allowed $0 recurring donations as well as donation frequencies of 0 Month.

Fix

 

DEV-1128

Fixed a problem related to inaccessible records created by merging secondary organization contacts.

Fix

 

WORK-4446

Fixed an issue that allowed child membership terms to be created with split join/renew prices for different membership terms.

Fix

 

DEV-1077

Fixed an issue that interfered with adding organization group sub-members in the constituent login portal.

Fix

 

IDEA-749

Improved the duplicate merge logic so that two account that are both social fundraisers can be merged.

Improvement

 

WORK-4546

Fixed an issue with multi-event registration where ongoing registrations were lost if the logged-in constituent clicked the button to register for another event then followed the link to an event detail from the event listing page. 

Fix

 

WORK-4399

Fixed an issue searching further in a report with multiple search groups where the criteria from group 4 was added automatically to the search further group. 

Fix

 

WORK-4238

Fixed a display issue with the Encouraged Login Page when viewed on a mobile device. 

Fix

 
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk