API
Added support for using UTC dates in the search params for GET requests
New Newsletters endpoints
New CRM files endpoints
Contributions
Checkout Campaign Checkbox module
Added Checkout Campaign Checkbox module that will allow a predefined campaign to be rendered as a quick give checkbox in the checkout page.Added “Automatic” flags on contribution transaction and payment processor transaction
Records processed by the recurring cron will be flagged with the automatic flag. Flags can be shown and filtered in admin grids.Added empty text for tribute type dropdown in checkout page
Added accepted cards credit card icon for debit card on the checkout page
Added option to hide saved addresses when adding a new payment method on the checkout page
This feature can be enabled from the site component settings for the Contributions component, using the checkbox “Hide Saved Addresses”Added campaign info details when managing folder default values
The default can be managed by right clicking on a campaign folder in Content Explorer and selecting “Contribution Campaign Defaults”. Currently, recurring fixed amounts can be managed at the folder level, with more settings coming soon.Ability to add price variations to each campaign in a category that uses quantities
Price variations can be managed from the “Campaign Info” section of content items associated with a quantity based campaign category. Each variation will have a label and a price. Additional changes will be necessary in site templates to display the list of variations.
CRM
Change Person details tooltip to handle missing/deleted CRM records
Add ACL roles for controlling all fields in the CRM Record module Person Details tab
New roles were added in Components / People / CRM / PersonAdded marital status and wedding anniversary columns to CRM Grid module
Reload domain list in Impersonate menu when a domain is added/remove on a site channel
Enforce ACL Entity access in CRM Record module PDF export
Link to specific entities in CRM Record module
When scrolling through a long list of entities the URL will update with the entity that’s currently being displayed. When refreshing the page or reusing the URL the page will maintain it’s scroll positionAdded email field in CRM record module for group records as well
Historic Giving
Fixed occasional corrupted PDF files when printing statements
Added household fields to historical giving grid
Import
Added Import endpoint for CRM Files
Added secure file uploads section in Import admin to manage secure files destined solely for import purposes. Secure files section can be accessed with the “Secure Files Upload” button on the right side of the top toolbar.Added tribute fields to historic gift import
Added multi field support in CRM Entity import
Removed redundant fields from various import templates and added missing description for some fields
Added the ability to cancel a running import
An import in progress can be canceled by right clicking on it in the grid and selecting “Cancel Import”
Modules
Added module grid formatter for boolean columns (display Yes / No / - instead of 1/0/-)
Added boolean filters to grid module filter lists
Motion 2
Fixed an issue with Country combo in address field set not selecting correct value on initial load in form tasks
Add "Auto Log Out" settings for KickOff and TaskSequence modules
Ability to specify a message sender for each workflow
A custom message sender can be specified on each workflow version. Trigger, task and reference messages from the workflow will use the custom sender.Added ability to use the session person id in the Motion 2 variables
New smarty variable name is{$sessionPersonId}Fixed forms that load data from repeatable entities to load the correct saved one
Payment Processors
Disable duplicate detection when processing automatic payments with Authorize.NET
Improve Authorize.NET error handling for failed payments
Added ability to save/import masked routing numbers
Changed transaction grid to retain column/sort configuration upon admin reload
Search
Hide datagroup values from search filters that have no search results
Site Planner
Added ability to remove owned content items from CRM details window
Fixed issues causing Site Plan move operation to delete wrapper items
New JavaScript Snippet module for adding custom javascript to site pages
Change minimum characters for search fields
Change search field in Site Plan and Content Explorer to filter with a minimum of 3 characters instead of 4
Spark
Added custom icons and colors for Spark events and outcomes
Render available variables when sending a Spark Message
All variables from Spark events output can now be used in the “Send Message” outcome’s subject and body.
Users
Fixed third level ACL roles not being registered on system updates
Added new group roles specific to sections of the Groups tab in Users admin
Three new roles were added in Components / Users / Groups (Users, Groups, GroupUsers). These roles can be used to control access to the three panels in Admin / Users / Groups.
Webhooks
Added Newsletter webhook events
Optimize webhook triggering process to prevent processing and saving empty webhook triggers in the database
Add Historic Gift webhooks to the list in admin
Other bug fixes and improvements
Modified on Tue, 19 Sep, 2023 at 10:43 AM
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