All of the information that you will need regarding features and fixes released in the August 29th, 2020 NeonCRM product update.
New:
- Introduces a redesigned user interface for Advanced Account Search within the main search bar. New search criteria have been added, and searches can now be shared with other users by copying the URL of the search results page.
- Introduces a redesigned user interface for the Custom Objects list in Global Settings which includes a streamlined creation process, a choice of compact or comfortable view, and two updated filter options.
- Introduces a redesigned user interface for back-end Custom Object lists which includes updated filter options and an updated record entry process.
- Adds a new Account Name Display setting in Global Settings which allows the choice between "First Name Last Name" or "Last Name, First Name" format for certain columns in updated lists and account sections.
- Adds support for account custom field tokens in the headers & footers of system default versions of the following system emails & letters: Event Registration, Event Registration - Pay Later, Purchase Acknowledgement, and Product Purchase - Pay Later.
- County is now an available field in all areas of the Membership Directory.
Fixed:
- Addresses an inconsistency with the membership setting "Automatic Adjustment for End Date: Last Day of the Month" which resulted in memberships extending a month further than their specified term length. A new checkbox is now available under this setting to still allow for memberships to extend to last day of the following month, if desired.
- Fixes an issue where inactive events appeared in the Event Session Attendee Report and adds a checkbox in the Event Registration, Event Attendee, Event Session Registration, and Event Session Attendee reports to optionally include inactive events when reporting on multiple events.
- Fixes an issue where the updateIndividualAccount API v1 request cleared existing household information from the account.
- Fixes an issue where retrying a failed recurring donation payment replaced the payment information stored in the recurring donation schedule.
- Fixes an issue where complimentary memberships created overnight via the NeonCRM scheduler did not display term information in the Memberships list.
- Fixes an issue where constituents with expired memberships could view "Logged-in Members Only" membership directories if the membership status message was disabled in Membership Settings.
- Fixes an issue where the membership term display order configured in Global Settings was not reflected on membership custom forms.
- Fixes an issue where the Enter key could not be used to select search results if accounts with matching first names and partially-matching last names were captured.
- Fixes an issue which occurred after deleting some types of records where the user would not be returned to the page from which the record was deleted.
- Fixes an issue where populating then erasing the Acknowledgee Name field resulted in the erased text still being present on the created donation.
- Fixes an issue where solicitors linked to deactivated system users would no longer display in the Solicitors list.
- Fixes an issue where an extra space was added between the word “Item” and its number when sending over metadata key names for NeonPay payments with multiple items.
- Fixes an issue where an error occurred when attempting to view an uploaded file with an apostrophe ( ' ) in its file name.
- Fixes a display issue with the Donations & Pledges list which occurred if a campaign name contained angle brackets (< >).