Release Notes October 24th, 2020

All of the information that you will need regarding features and fixes released in the October 24th, 2020 NeonCRM product update.

NeonCRM

New:

• Introduces a redesigned user interface for the QuickBooks sync list, including tabbed views for transactions and accounts, four new filter options, updated bulk action functionality, and a choice of compact or comfortable view.
• Introduces the New Fundraiser Account system email. When enabled, this email will automatically be sent to any constituents who submit the peer-to-peer fundraising Create Fundraiser Account form.

Fixed:

• Fixes an issue where accounts with blank household addresses could not be properly excluded when running the Household Report with certain address-related search criteria.
• Fixes an issue where attempting to convert an imported event registration into a donation returned an error.
• Fixes an issue where unsuccessful pledge payments were included in the Installment Report's "Pledge Total Amount Paid" output column.
• Fixes an issue where some existing custom data on a customer record in QuickBooks Online could be erased when syncing transactions from NeonCRM.
• Fixes an issue where area code was not included in the Phone column of Moves Management lists and exports.
• Fixes an issue where company accounts were not being sent donation appreciation system emails for donor covered fees linked to event registrations or store purchases.
• Fixes an issue where pinned notes with a note type selected could not be captured when using the Note Type search criterion in reports.
• Fixes an issue where incorrect results could be returned when typing too quickly into custom object account lookup fields.
• Fixes an issue where the purchase date of store orders created via the POST/orders API request populated with the created date rather than the orderDate specified in the request.
• Fixes an issue where a submember could not be included in a POST/memberships API request to renew a parent membership unless the submember's account had an existing membership.
• Fixes display issues which could occur within list page filters after clicking the "Clear All" link.
• Improves the visibility of the Default Version label for system emails and letters.