Release Notes: September 12th, 2015

The September 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.


Issue Type ID Description Related Guides
Performance & Usability IDEA-2051 The Reporting interface has been updated to clarify workflow and functionality. Reporting Guides
Performance & Usability IDEA-2220 The Prospects Dashboard has been redesigned to better highlight the activities associated with each prospect. Users can now create activities directly from this page, or hover over the notes or activities for more information. Prospects
Performance & Usability IDEA-2218 A back button has been added to the details pages for Household Contacts so that users can return to the main account. Households
Performance & Usability IDEA-2131 When transactions are syncing with QuickBooks, they can now be seen as having a Syncing status in the Unsynced Transactions list. Using the Quickbooks Integration
Improvement DEV-1500 "Membership Name", "Membership Start Date", and "Membership End Date" columns have been added to the "Names and Addresses by Account Relationships" report.  
Improvement IDEA-2225 Added the "Date Of Birth" field to Custom Forms.  
Fix WORK-6104 Resolved an issue where certain members were receiving 404 errors when they tried to renew their memberships online.  
Fix IDEA-2189 Resolved an issue where Household Reports would not show totals for all household members unless "Search all household contacts" was selected. Households
Fix IDEA-2207 Resolved an issue where the <<Household Salutation/Salutation/Preferred Name>> token would not populate with a Salutation when using Sequential Emails.  
Fix IDEA-2188 The following special characters are now allowed in account email addresses before the @: ! # $ % & ' * + - / = ? ^ _ ` . { | } and ~  
Fix IDEA-2177 Fixed an issue where section header text size was too large on certain online forms.  
Fix IDEA-2175 Fixed issues where $0 transactions were not available to include in Receipts, and transaction dates were not appearing in the receipt PDFs.  
Fix IDEA-2153 Standard address field tokens are now available for use in Membership Overdue emails and letters.  
Fix IDEA-2112 Fixed an issue where the Import Manager was allowing Organization accounts to be imported with Household Name and Salutation data.  
Fix IDEA-2205 Resolved an issue where the Transaction Range Total and Transaction Range Count columns were not available options if the "Ecommerce" module was not enabled.  
Fix IDEA-2180 Resolved an issue where an import would generate a blank screen and not import data when importing "Organization" or "Both Individual and Organization Accounts" while using the duplicate scan methods of "Match 2 accounts by Name + Email" or "Match 2 accounts by Name + Address"  
Fix WORK-6041 Resolved an issue where the sender email for external emails was displaying with a @bounces.z2systems.com email address.  
Fix DEV-1491 Fixed an issue where events with a populated Location field could not be accessed if a volunteer project was created for the event and then deleted.  
Fix DEV-1522 Resolved an issue where the number for "Tickets Sold" for an event's ticket did not update when a registrant was deleted via Super Delete.  
Fix DEV-1492 Resolved an issue where Grant, Activity, Invitation, and Prospect records could not be accessed from an organization account if the assigned contact was deleted via Super Delete.  
Fix IDEA-2098 Resolved an issue where the "Donate" and "Tell a Friend" button colors were not updating when changed.   
Fix DEV-1478 Resolved an issue where addresses of deleted organization contacts were still causing duplicate matches to appear when scanning for account duplicates by address.  
Fix WORK-6064 Resolved an issue where the ""Last Donation Date - Equal Past __ Days" search criteria was not working properly for restricted content pages.  
Fix IDEA-2195 Resolved an issue where the "Company Name" column in the Pledge and Payment report would not populate.  
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