This page details the new functionality, changes, and fixes included in the February 2025 Neon CRM product updates.
New:
Volunteer
- We've made some improvements to entering Time Sheets as a system user:
- When entering a Time Sheet, you can now clearly enter which hours/mileage/expenses are associated with specific Shifts or Roles, in order to properly track this for your volunteers.
- Multiple Shifts and Roles can be selected during time sheet entry if needed.
- When selecting a Shift on a Time Sheet, the hours will automatically populate based on the Shift's start and end time.
- When entering a Time Sheet, you can now clearly enter which hours/mileage/expenses are associated with specific Shifts or Roles, in order to properly track this for your volunteers.
- You can now bulk manage the categories assigned to Opportunities via the Opportunities list.
- Select the checkboxes of Opportunities to click Update Category and add, remove, or clear the assigned categories.
- Stay tuned for updates coming soon to Volunteer forms!
Import Manager
- We've improved the performance of deleting large imports; maximum-sized imports (50,000 rows) can now be seamlessly deleted.
Integrations
-
Windfall: A new checkbox field, "Restrict from Windfall sync?", is now available in each individual account's About section.
- If checked, this account will not receive Windfall data, so the individual's wealth screening details will not be visible to your system users.
- Chariot DAFPay: When submitting a non-integrated DAF via donation form, the Copy function on the exit page now copies "Tracking ID: XXXXXXXX" rather than just the ID alone.
Fixed:
- Fixed an issue where transactions displayed as successfully synced to QuickBooks Online if the sync found an existing invoice/payment number match for the transaction, even if that invoice/payment was for a different transaction created in QBO.
- Fixed an issue where Volunteer Roles could not be deleted if they were applied to accounts, Opportunities, or Shifts.
- Fixed an issue where the Velocity Control settings page could no longer be edited if a field was saved with a blank value.
- Fixed an issue where an unrelated error appeared when selecting the Inactive checkbox on a legacy event.
- Various behind-the-scenes bug fixes and performance enhancements.
- Various wording fixes and revisions.