New and Exciting!
Year Over Year Teams
Administrators can now associate year over year teams. This can be done in the team record in the Admin, using the new “Past team” field. To learn more about year over year teams, click here.
- Transactions in the year end summary letter can now be filtered based on any variable. For example, the summary letter can be limited to only non-recurring donations, or only transactions greater than a certain dollar amount. To filter your summary letter, please contact support.
- Hidden field options are now indicated in the Admin Form Builders with a strikethrough eye icon.
- The “Recent Activity” button has been removed from the registrant and team records.
- Campaign goals are now returned as recipients on the Global Donation Form.
- Aligned our Neon CRM integration with the latest Neon CRM release.
- Fixed an issue with displaying Admin email previews on Firefox.
- We will be replacing our Wootric customer survey integration with Retently.