Take a look back at the features we introduced or updated in NeonCRM
- Saving Filters was added to all updated list pages
- Bulk Re-assigning was added to Moves Management lists
- Store Reports were updated to the new look and feel
- Search - we updated the design and functionality of our search tool
- Custom Forms List was updated to the new look and feel
- Automatic Duplicate Management was introduced!
- Timesheet Entry was overhauled to allow timesheets across multiple weeks
- Volunteer Bulk Actions - Update applications, email volunteers, and approve timesheets in bulk
- Payment Fields were consolidated to create quicker checkout processes and Name and Address now auto-populates into the payment fields.
- Fundraising Campaigns were overhauled with new data visualization tools
- Data Roll up was added to fundraising campaigns
- Virtual Meeting URLS were added to NeonCRM
- Convert Event Registrations to Donations
- API V2 Released
- Notification Center was redesigned to make it easier to read and clear notifications
- Peer-to-peer lists were refreshed to match the new look and feel
- Reports Update - Event Sessions Registration & Event Session Attendee reports were rebuilt to give you a better understanding of registrants/attendees who register for multiple sessions.
- Account Timeline was updated to reflect soft credits
- Prospects List - ask amount was added
- Soft credit Report - Campaign, Fund, and Purpose were added
- API - Peer-to-peer fields were added to the API
- Account Page - record counts now display on the account navigation
- Custom Fields - account, donation, and membership custom fields were added to system emails and letters
- NeonPay Metadata: NeonCRM metadata fields now include Account Name, Individual/Company Type, Shipping & Handling, and Tax
- Workflows list- updated to match the new look and feel
- Advanced Search Refresh
- Account Name Display on List pages - Adds a global setting that allows you to display individual account names as "First Name Last Name" or "Last Name First Name".
- Custom Objects: List page and global settings pages are updated
- Import Manager List was updated to the new look and feel
- Exit Page field was added to Create Fundraiser page
- API Versioning was added to API v2
- Quickbooks Sync List was updated to the new look and feel
- New Fundraiser Account system email was introduced
- Quickbooks Integration Settings was updated to the new look and feel
- QB Mapping - adds the ability to map service item, class, and deposit-to-account of event registrations by event
- Webhook Triggers - added for event registrations and store orders
- Workflow Emails - adds tokens for Name, Contact, and Household information
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