This page details the new functionality, changes, and fixes included in the June 29th Neon CRM product updates.

New:

Text-to-Communicate

• We're excited to launch our Text-to-Communicate feature, allowing you to design, send, and track SMS and MMS text messages from Neon CRM!
• Intuitive onboarding process walks you through pricing & terms, setting up required consent and two-factor authentication settings, selecting a phone number, applying for phone number verification, and setting a budget for your organization's texting use.
• Design and send bulk Campaign Texts to Text Audiences, then review the results on the Text Messages list and Text Statistics page.
  • Includes an automated URL shortening service, click tracking for links, and auto-sending of confirmation messages to new subscribers.
• Account Texts allow you to send individual texts to specific constituents and receive responses.
• See these resources for more information:
  • Text-to-Communicate with Neon CRM
  • Text-to-Communicate: Terms & Conditions
  • Text-to-Communicate: Application & Verification Process
  • Text-to-Communicate: Text Campaign Management

Email Communications

• Automatic email verification: Email addresses added to Email Audiences are now automatically verified behind the scenes, in order to help protect your email bounce rates as well as Neon CRM's email server reputation.
  • Email addresses found to be non-existent will be automatically removed from Email Audiences. These email addresses will be reflected in the Error column of Email Campaign Statistics.
• We've made some improvements to the Email Builder:
  • You can now copy email content blocks for quick editing.
  • A new setting is available to wrap text around images within text content blocks.
  • The Page Break tool has been added back to the toolbar.

Import Manager

• When importing pledges, you can now import installments and linked pledge payments at the same time.
  • The import manager flow has been updated with new questions about your pledge data, and the automatically-generated spreadsheet templates will reflect your answers.

Moves Management

• You can now bulk delete Activities, Grants, and Prospects from their list pages.

Next Generation Events (available July 1st)

• You can now filter the Attendees list by Occurrence.
• The Order ID field on the Attendees list now links to the order detail page.

Files

• We've updated the user interface of the File Settings and File Categories pages in Global Settings. 

Generosity Indicator

• Accounts with an active recurring donation schedule or auto-renew/installment membership will now receive a score of 5 for Affinity. 

Fixed:

• Fixed an issue where the "Tell a Friend" link could no longer be removed from legacy event pages; a setting is now available under Global Settings > Legacy Events > Display Settings. 
• Fixed an issue where legacy Campaign pages were still live after being unpublished and archived. 
• Fixed an issue where the Batch Donation Entry tool was not autofilling the Funds and Purposes associated with Campaigns when entering donations for company accounts. 
• Fixed an issue where the Product Sales Widget included Pending and Failed transactions in its totals.
• Various behind-the-scenes bug fixes and performance enhancements.
• Various wording fixes and revisions.