Document Manager
An error was sporadically appearing when populating the Document Details grid on the Document Manager. This has been resolved.
Payment Batch
If a user double clicked on the filter row in the Payment Demands grid, it would add an unallocated payment. This has been resolved.
New Contact Wizard
When merging with an existing Contact, the fields DOB, External Reference, and N.I. No., will be merged when the 'Personal Details' option is selected to be merged. Previously these fields would be merged when the ‘General Profile’ option was selected.
Web Sync - Modifications - Bank Details
In some situations, the Process Code was being calculated incorrectly on the Web Sync - Modifications - Bank Details screen. This has been resolved.
Settings - Third Party Integration
In some situations, an error may have appeared when saving the Settings - Third Party Integration screen. This has been resolved.
Web Sync - New Contacts
The holding subscription cost, discount rate, and discount amount are now controlled from the website or SubscriberCRM Portal rather than the cost only being set in certain situations.
Mosaic Software BankCheck
During the modulus check process, the sort code is now automatically validated. This has been updated following advice from Mosaic Software, as their modulus check service does not perform the sort code validation process itself.
Check-Off Payment Import
When importing check-off payments from a file, it is now possible to choose if you would like to allocate the payments to the latest payment demands first, or to the earliest payment demands first. This can be done by using the 'Options' button.
Web Sync - Modified Addresses
Within the Web Sync - Modifications screen, changes to the Mail Returned Reason were showing the Id of the reason instead of the reason text. This has been resolved.
Event Synchronisation
The Event Type and Event Code fields have been added to the grid within the Event Synchronisation screen.
Already Generated Demands
'Recruited', 'Left Date', and 'Why Left' fields have been added to the Already Generated Demands screen.
Profiles on Funds
Profiles have now been added to Fund and so it is now possible to create custom fields on a Fund.
Invoices
The ‘Unit Price’ field on an Invoice Line within the Sales screen, can now be up to 4 decimal places.
Xero Integration
The ‘Quantity’ field on an Invoice Line is now transferred to Xero, and the ‘Unit Price’ up to 4 decimal places, can also be transferred to Xero.
Transfer Contact to Accounts
If using one of the account integrations, it is now possible to set the contact so that it will be transferred to your accounting software on the next run.
Process ADDACS
If a Direct Debit is cancelled through the Process ADDACS process, it will automatically change the Payment Method of any Direct Debit Subscriptions to ‘Unknown’.
Sending Emails using Mailgun
Newer Mailgun SMTP servers are now recognised so that tags are entered into Mailgun when sending emails using Mailgun, allowing their analytics to be used.
Volunteers
Document Manager has been added to the Volunteers screen.
Import Payments Wizard
An additional description has been added to this screen to explain how the amount format is interpreted.
Create Invoice on Contact Screen
When a payment demand is right clicked, it will now indicate if the payment demand has already been invoiced.
Reports - Invoice Lines
Quantity can now be entered as a decimal, instead of an integer within the Reports - Invoice Lines selection criteria.
Contacts - Disbursements
The Amount column heading has been corrected on the Contacts - Disbursements grid.
Security Roles
Fixed issue where the User grid wasn't immediately showing any roles that were newly added within Settings > Security.
Reports - Invoice Lines
Additional fields have been added to the Reports > Invoice Lines output and selection fields.
Settings - Security - Users and Roles
It is now possible to export the Users and Roles grids to Microsoft Excel from within Settings > Security.
Profile Creator
When a profile field is selected in the Profile Creator, that profile field will now be highlighted within the 'Preview' area.
Change Volunteer Status When Lapsing Contacts
When a contact is lapsed, the user will now be asked if they would like to update the Volunteer Status where appropriate.
Default Volunteer Status and Start Date
When a new volunteer is created, the 'Volunteer Status' will default to the 'active' status, and the 'Volunteer Start Date' will default to the current date.
Update Release Notes
The text within the 'Release Notes' section when checking for an update has been modified to include a link to our 'Change Log'.
Events - Website Settings - Confirmation Email Text
The 'merge tags' text has been updated within the Website Settings - Confirmation Email Text on an Event.
Manage Duplicate Contacts - Bank Details
When 'Financials' is selected to transfer within the Manage Duplicate Contacts, the Bank Details will only be transferred when the Contact to retain does not have Bank Details entered.
New Payments User Permissions
A new user permission has been added to the Payments section called 'Update Demands'. This will control the options, 'Withdraw Selected Demands', 'Unwithdrawn Selected Demands', and 'Update Demand Total from Subscription', in the Action menu within Payments > Already Generated Demands. The permission will default to be the same as 'Delete Demands'.
Logging In
When logging into SubscriberCRM and the user is already logged in elsewhere, it is now possible to log them out.
Database Connection Details
The Server dropdown has been changed to a textbox and the database connection details screens now load quicker.
Web Sync - Modifications
When a subscription is added or modified from the Web Sync > Modifications area, the subscription status field will now be updated if applicable.
Accounts Integration
The 'billing' address is the address that is now transferred over to the accounting software. Previously the 'mailing' address was being transferred.
Volunteer Skills Audit Trail
The Audit Trail has been added to a Skill within the Volunteers screen.
Volunteer Associated Skills Audit Trail
The Audit Trail has been added to a Skill that is associated to a Volunteer within the Volunteers screen.
Contacts Screen - Subscriptions
The subscriptions area on the Contact Details tab within Contacts will now only appear if the user has permission to view the subscriptions.
BACS File Export
The payment batch start date can now be included in the BACS file export.
Web Sync User Permissions
There are now more granular user permissions between the 'Modifications' and 'New Contacts' areas within the Web Sync screen.