This page details the new functionality, changes, and fixes included in the June 1st Neon CRM product updates.

New:

Grant Management

• New fields, Committed Amount and Committed Date, are now available.
• Tooltips with Amount and Date field definitions are now displayed for Grants.
• A new section, Grant Report Tracking, has been added to Grant pages. 
  • Enter and manage funder reporting schedules and tasks; set reminders via Activities linked to specific reports and attach Files as needed.
• You can now split a Grant into multiple Grants.
  • Similar to split donations, you can use this if multiple Campaign/Fund/Purpose allocations are needed for a Grant.
  • The original Grant will be retained but can be filtered out in the Grants Report and Grants Forecast Widget via new settings. The Grants list now has a Hierarchy View button to see the relationships between parent and child grants.

Communications

• Neon CRM will automatically manage Email Audience cleanup for organizations by opting out email addresses that have been receiving emails consistently for over a year without any interaction.
  • If an email address has been receiving emails for over a year without any opens or clicks, the email address will be automatically opted out. You can view opted out emails via Global Settings > Communication > Blocked Email List. 
  • This change is in line with industry best practices for "sunsetting" inactive emails, and it helps improve Neon CRM's email deliverability and email server reputation.
• The following fields are now available as tokens in Email Campaigns:
  • Account Current Membership Status
  • Birthday
  • Department
  • Email 2-3
  • Gender
  • Job Title
  • Middle Name
  • Phone 1-3
  • Phone 1-3 Type
  • Suffix
  • Website

Workflows

• Recurring Donation Schedule Disabled - Follow-Up: a new One-Click Workflow is now available to notify a system user when a recurring donation schedule has been disabled.
• A new Event trigger, Recurring Donation Schedule Disabled, is now available.

Account Relationships

• The Relationships account section now displays the Relationship Note field.
• Relationship Note is now available as a search criterion and output column in the Names and Addresses by Account Relationship Report.

Next Generation Events (available June 3rd)

• You can now filter Attendees lists by Occurrence.
• The Order ID column on Attendees lists now links to each order detail page for convenience.

Webhooks

• The setting "Trigger for records created by Import Manager" has been added to the Create Activity webhook.

Fixed:

• Fixed an issue where User Groups with the permission "No Access to Donation Amount" could see Solicited Gifts' amounts.
• Fixed an issue where External Emails did not display as expected in the Timeline account section.
• Fixed an issue where auto-renew could not be disabled in the Constituent Login Portal for memberships with 100% discounts.
• Various behind-the-scenes bug fixes and performance enhancements.
• Various wording fixes and revisions.