New and Exciting!
Convert Registration to Donation
Registration cancelations can result in a loss of funds for an organization. To reduce the impact of potential cancelations, administrators can now convert registration payments into donations. This is done via a new "Convert to Donation" button on the registration record. Only works for Role Registrations.
NPSP GAU Allocation
A GAU (general accounting unit) is a great way to manage allocation of funds to particular uses or budgets. The Salesforce NPSP GAU feature allows finance teams to comply with various designation requirements, and with the Rallybound Salesforce integration, you take advantage of this NPSP feature!
Activity Stream Updates
Activities related to recurring plans have been added to the Activity Stream in the Admin. These activities include: plan created, paused, resumed, ended, failed, and modified.
Improvements
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Added new "Mobile Pay" column to transaction and donation reports to indicate if a payment was processed through Apple Pay or Google Pay.
Fixed
- Activities related to deleted records are now omitted from the Activity Stream.
- Donation activities in the Activity Stream now display the donor image instead of the goal/recipient image.
- Deleted recurring plans are no longer listed in the Recurring Donations report.
- The "Recurring Donation Instance Member Notification" auto responder is now displayed in the Admin Panel of campaigns that have legacy recurring campaigns.
- Fixed an issue that prevented administrators from uploading images via the text editor when using Firefox.
- Fixed an issue which caused the verify email link to not verify emails in some cases.
- Fixed an issue that was requiring custom field names to be unique in some cases.
- Fixed an issue that caused tracking code not to be displayed in the relevant reports in some cases.
Upcoming
- Our major Admin UI Update is scheduled to be released on March 28.