Release Notes February 15th, 2020

All of the information that you will need regarding features and fixes released in the February 2020 product update.

NeonCRM

New:

User Experience:

• Introduces a redesigned user interface for the Custom Forms list which includes five new filter options as well as a search utility.
• Global navigation search is being updated in two phases. Phase one includes the following: 
  • Redesigned search results - more detail is now displayed for all matching search results
  • Search term highlighting & match data surfacing - within matching search results, the search term you've entered will be highlighted to illustrate exactly what data matches your query
  • Recently viewed results  - each user's five most-recently viewed items will now be displayed when clicking on the search bar
  • Phone number search - you can now search for accounts by phone number 
  • General search cache and performance improvements
• Advanced account search is now accessed by clicking on the search bar.
• NeonCRM has officially retired support for Internet Explorer 11. For more information, please see this guide.

Reports:

• Account Note Title and Note Title are now available as search criteria and output columns in the Mailing Report, All Accounts Report, Account Note Report, and Stats Report.

CRA Receipts

• CRA receipts and voided receipts now use the DD/MM/YYYY date format.

Fixed:

Accounts:

• Fixes an issue where the prefix, suffix, middle name, and preferred name fields would not appear in the New Company quick add modal if the first name field had been populated prior to expanding the modal.

API & Developer Tools:

• Fixes an issue where an account's import ID would be removed when performing the Update Individual Account API request, resulting in inaccurate numbers when viewing past imports via Tools > Import Manager.

Emails & Letters:

• Fixes an issue where the timeline account section always displayed the current default version of a system letter, even if a different letter version had been sent to the account.

Fundraising:

Membership:

• Fixes an issue where adding a merged individual account as a sub-member to a company or household group membership could incompletely link them to the parent membership, resulting in them receiving unexpected membership due or overdue communications.

NeonPay Integration:

• Fixes an issue where editing a recurring donation schedule would remove the values in the expiration date and cardholder name fields.

Neon Payment Processing: