Release Notes August 1st, 2020

Contents

All of the information that you will need regarding features and fixes released in the August 1st, 2020 product update.

NeonCRM

New:

• Introduces a redesigned user experience for the Workflows list which includes a choice of compact or comfortable view and five new filter options.
• Account, donation, and membership custom fields are now available as tokens in system emails & letters.
• Record counts are now displayed next to account sections.
• Metadata sent to NeonPay has been updated to include the following fields: Account Name, Individual Type, Company Type, Shipping & Handling, and Tax.

Fixed:

• Fixes an issue where accounts could not be captured when searching by Preferred Name + Last Name.
• Fixes an issue present in some donation reports where name output columns referenced company information instead of company contact information.
• Fixes an issue where data would be erased after configuring the account view to hide the State/Province field, editing an account, and then re-configuring the account view to re-add the State/Province field.
• Fixes an issue where clicking cancel on step 4 of the membership directory configuration process would remove existing search fields.
• Fixes an issue where, when duplicate accounts were present in multiple duplicate scan type results, merging the accounts within one scan type would not remove them from a different scan type.
• Fixes an issue where entering an optional donation amount when renewing a membership on a front-end form and then going back in the form to remove the donation amount would not update the amount listed on the payment page.
• Fixes an issue where editing a prefix in Global Settings would remove it from any accounts on which it was selected, rather than updating the value.
• Fixes an issue where the Soft Credits account section for soft credit recipients would not update the Received On date if the credited transaction's date was later edited.
• Fixes display issues which occurred with multi-select dropdown fields in the latest version of Firefox.
• Fixes an issue where errors and display issues occured when sorting by the Title column in the Manage Sub-Members page accessible via the Memberships account section.