2024 Release Notes

Version 1.22

Date: 2024-12-04

Enhancements

  1. API method enhancements
  2. Added custom field to the Fund Relationship object:
    1. Viewable in Portal?

Issues

  1. Resolved: An error is occurring when Accounts are added as new Campaign Members.
  2. Resolved: When editing amounts within the Grant Payment Management component, digits after the decimal were being truncated

Version 1.21 - 1.14 Release Notes Not Available

Version 1.13

Date: 2024-02-14

  1. Added fields pertaining to gifts of non-cash (stock) assets to the Opportunity REST API method. Fields added include:
    1. Average Share Price
    2. High Share Price
    3. Low Share Price
    4. Number of Shares
    5. Number of Shares Sold
    6. Security Description
    7. Ticker Symbol
    8. Total Amount Sold
    9. Total Broker Fees Amount
    10. Total Gain Loss Amount
    11. Total Proceeds Amount
  2. Added “Is Deleted” flag to all REST API GET methods.
  3. Altered Preferred Salutation (formula) field on Contact. It now shows Preferred Salutation unless Preferred Salutation is blank, then it shows Formal Salutation.
  4. Altered flow “Populate Contact Formal Salutation” to use Salutation + Last Name unless Salutation is blank, then it uses First Name + Last Name.
  5. Added custom fields to the Funding Request object:
    1. Custom Acknowledgement: Email

Issues

  1. When new Affiliations are created, logic to push work info to the Contact record was not working as expected. This has been resolved