2020 Feature Recap

Take a look back at the features we introduced or updated in NeonCRM

January

• 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

February

• Search - we updated the design and functionality of our search tool
• Custom Forms List was updated to the new look and feel

March

• Automatic Duplicate Management was introduced!

April

• 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. 

May

• 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

June

• 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.

July 

• 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

August 1st

• 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

August 29th 

• 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 

September

• 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

October

• Quickbooks Sync List was updated to the new look and feel
• New Fundraiser Account system email was introduced

November

• 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