The June 2015 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 |
New Feature | IDEA-729 | We've add new system emails and system letters that can be sent when a constituent chooses the "pay later" option to complete an online transaction. | |
New Feature | DEV-1396 | NeonCRM now supports an integration with Eventbrite. | Syncing Eventbrite to NeonCRM |
New Feature | IDEA-1515 | For NeonCRM databases created before 6/13/15, system users can choose to enable the new responsive-optimized HTML and CSS markup for their front-end forms and pages. | Forms & Web Pages System Settings |
Improvement | IDEA-897 | The supporters list and campaign thermometer will now show the Donor Name if it has been entered, rather than the name on the account. If no Donor Name is entered, the name on the account will appear. | |
Improvement | IDEA-1066 | When using responsive markup, the payment page on front-end forms now uses a tabbed interface to display tender type options. | Forms & Web Pages System Settings |
Improvement | IDEA-262 | Custom Field Groups can now be re-ordered. This applies to all types of custom fields except Event Custom Fields, as their display doesn't lend itself to grouping. This change affects the create, edit, and view screens for each data type. | Configuring Custom Fields |
Improvement | DEV-976 | When using the Batch Donation feature, Social Fundraisers may now be credited for donations. | Batch Donations |
Improvement | IDEA-1166 |
"Organization Name" is now an available field when performing an Account Batch Update. This allows you to modify the name for organization accounts and add new employment history records to individual accounts. |
Account Batch Update |
Improvement | IDEA-1923 | System users are prevented from running more than one duplicate scan at a time. If a user attempts to run a second scan, they are shown a notification that explains that another scan is currently in progress. | |
Improvement | IDEA-1863 | The "Membership Report" has been renamed "Member Report" and the "Current Membership Report" is now the "Current Member Report". | Types of Reports |
Improvement | IDEA-1156 | Standardized date fields throughout Neon to use the MM/DD/YYYY format. | |
Improvement | IDEA-1925 | During duplicate scans, you can now compare phone numbers, preferred name, salutation, source, gender, date of birth, url, and facebook and twitter pages to choose which information to move to the kept account. The Login information will default to be the one most recently used by the constituent. Do Not Contact, and Deceased flags will move over automatically. | Duplicate Accounts |
Improvement | IDEA-1705 | The page titles on standard forms can now be edited in Configure Fields and Sections. | Customize Standard Web Forms |
Improvement | IDEA-1328 | Recurring donation options for logged-in constituents and for system users now have the option of recurring every x years. | Recurring Donations |
Improvement | IDEA-1921 | In duplicate merge, Neon will now skip the compare address step if there are no addresses to compare. | Duplicate Accounts |
Improvement | IDEA-481 | The first donation date token now displays properly in the format MM/DD/YYYY. | |
Improvement | IDEA-1956 | Added a checkbox to the Credit Card Swiper settings that sets front-end NeonCRM forms to clear all contact and payment information at the end of each transaction. | |
Fix | WORK-5676 | Resolved an issue where dropdown, radio button, or open-text account attributes could not be edited after a merge or would not display correctly. | |
Fix | WORK-5669 | When individual accounts with seasonal addresses are converted to organization accounts, the seasonal address start and end dates will be dropped, even if the address is kept. | |
Fix | DEV-1388 | Resolved an issue where if duplicate accounts are both on the Solicitor list and are then merged, the name on the purged account will be removed from the Solicitor list as long as there are no existing transactions associated with it. | |
Fix | DEV-1292 | Resolved an issue where system letters could be saved without required subject and version name. | |
Fix | WORK-5694 | Resolved an issue where the ListActivities API request was not returning results. | |
Fix | IDEA-1821 | Resolved an issue where current member totals on the membership dashboard did not match the number generated in the report created when clicking the hyperlinked total. | |
Fix | IDEA-1933 | Resolved an issue where "Other Amount" donations were appearing as other donation levels in reports. | |
Fix | DEV-1393 | Resolved an issue where an error would occur when editing a household name with a household contact without a Neon ID. | |
Fix | DEV-1391 | Resolved an issue where the cancel button on the Organization Contact page was causing an error. | |
Fix | IDEA-1973 | Resolved an issue where the Top 100 Customers to Re-Engage report referenced "Created Date" instead of "Purchase Date" | |
Fix | IDEA-1920 | Resolved an issue where when doing a batch update to add an account sticky note, the imported sticky note is not captured in the "Account Note Report." | |
Fix | DEV-1374 | Resolved a problem where waitlisted attendees could not be successfully registered if the price of their admision was changed to be $0. | |
Fix | DEV-1295 | Fixed a problem where cancelled event registrations were being counted in the Upcoming Event Totals report. | |
Fix | DEV-1370 | Fixed an issue where membership discounts were not reflected in totals columns in the Stats report. | |
Fix | IDEA-1910 | Resolved an issue where product images were not uploading correctly using the UploadProductImage API request | |
Fix | IDEA-1965 | Fixed an issue where the Stats Report was not generating accurate results when searching for accounts with a minimum total donation amount. |
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Fix | IDEA-1605 | The QuickBooks sync will now push over the "payment received" date as the date on the payment. Previously it would only send the transaction created date. |
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Fix | IDEA-1942 | Fixed an issue where only the first two digits of the year were displaying on the Schedule Campaign Email when selecting send dates. | |
Fix | DEV-1384 | Resolved an issue where the alternative payment option was still showing as available when registering for membership with auto-renew enabled. |
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