This page details the new functionality, changes, and fixes included in the April Neon CRM product updates.
- Communication
- Moves Management
- New Events
- Tax Deductibility
- Third-Party Integrations
- Account Global Settings
New:
Communication
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Unified Email Builder: Account, Volunteer, and Workflow emails now have robust editing capabilities.
- Choose between Quick Edit or Full Edit, depending on your customization needs.
- With this update, Workflows can now support a drip campaign of full feature, campaign-style emails.
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We've made usability enhancements to the Unified Email Builder experience:
- Redesigned email editing experience, with tools in the sidebar for an inline preview.
- Save emails as reusable Templates from the Email Campaigns list for quick access, and apply Email Themes for your desired branding.
- Up to 50 content blocks are now supported per email (increased from 25).
- Review and manage photos uploaded to your emails under Global Settings > Communications > Email > Content Library.
- See this guide for more information about these updates!
Moves Management
- Logged-in constituents can now apply donations toward their open Grant records.
- The Funded Amount field for Grants now only includes donations and pledge payments; unpaid pledge balances, installments, and write-off amounts are not included.
New Events
- Company accounts can now register for events.
- Email is now a required field during public checkout.
- Occurrences more than 3 days old are now hidden in the Sales & Check-In page.
- Sales can now be accessed via the Event Overview page, including the newly hidden occurrences mentioned above.
- Email notifications can now be suppressed during checkout.
- In order to avoid data issues, restrictions have been added around editing Seat Maps with existing sales.
Tax Deductibility
- A new 100% Non-Deductible setting is now available for Fundraising Campaigns, Membership Terms, Event Admission, Event Tickets, Event Sessions, and Store Products.
Third-Party Integrations
- Google Analytics (GA4): You can now track revenue data from Neon CRM form submissions in your Google Analytics account.
Account Global Settings
- Prefixes are now case sensitive; prefixes with the same spelling but different capitalization will no longer be considered duplicates.
Fixed:
- Fixed an issue where unpublishing the Legacy Campaign Donation Form for an active Campaign caused Peer-to-Peer Donation Forms to be unavailable and incorrectly display the "This Fundraising Campaign has ended" message.
- Fixed an issue where all Membership Terms were shown when selecting "Manage Auto-Renew" in the Constituent Login Portal, even if some of the Terms had been hidden in the form's settings.
- Various behind-the-scenes bug fixes and performance enhancements.
- Various wording fixes and revisions.