This page details the new functionality, changes, and fixes included in the November 16th, 2024 Neon CRM product updates.

New:

Import Manager

You can now import Volunteer Opportunity, Shift, Role, and Group data, as well as Volunteer Time Sheets.
- Two new data type options are available when starting an import: Volunteer Information and Volunteer Time Sheet Information.
  - New spreadsheet templates can be generated containing the supported fields.
  - Opportunities, Shifts, Roles, and Groups can all be created during the import process.
- When importing any account data, you can now map to Volunteer Group and Volunteer Role.
- Note: With this update, imported Roles will only be applied to accounts or Opportunities. Stay tuned for an update to allow importing specific Opportunity Role and Shift Role assignments for volunteers!

We've made several updates to the QuickBooks Sync list, including new filters for Donation Review Status and Sync Date, columns for Check #, Fund, Purpose, and Sync Date, and an export option.
Campaign Name now syncs to the Description field in QuickBooks for donations.
Donor Note and System User Note now sync to the Memo field in QuickBooks, along with Payment Note.
Sync Date and Sync Status are now available search criteria and output columns in the Itemized Transaction Report, Payment Report, and Transaction Report.
We've added some helpful links about syncing and best practices to the QuickBooks integration settings page.

We've modified the URL structure of event pages for better compatibility when sharing to social media, as well as overall functionality in Safari.
We've added more visibility into special seats (ex: wheelchair-accessible); related icons now appear on various pages where ticket information is displayed.

Endpoints are now available for Volunteer Opportunities, Shifts, Roles, and Time Sheets. Follow our Developer Center for updates.

Fixed an issue where the Find Duplicate action on accounts would not recognize a duplicate record if it had been marked as "Not Duplicate" with an unrelated account.
Various behind-the-scenes bug fixes and performance enhancements.
Various wording fixes and revisions.