Mapping
Google Maps has been integrated into SubscriberCRM, so it is now possible to plot Contacts, Groups and Events on a map. To do this use the 'View on Map' button from the appropriate area.
Radius Search
The radius search option in Reports > Contact can be used to find contacts within a certain distance. Previously, this was only available to those users who use AFD Postcode but this is now available to all users.
Crystal Reports
Updated Crystal Reports to use version 13.0.23.
Web Sync - New Contacts
Within the Web Sync - New Contacts screen, if the new contact had entered bank details the validation was indicating that the account number had not been entered. This has been resolved.
Contacts Screen
When a contact was deleted on the Contacts screen, the navigation index on the toolbar wasn't being reset correctly. This has been resolved.
Crystal Reports
There was an issue where a Crystal Report would not always load correctly if it had optional parameters. This has been resolved.
Merge Settings
There was an issue where the 'Remove' button wasn't working within the Combined Merge section. This has been resolved.
New Contacts Wizard
There was an option within 'Merge Options' called 'Merge Preferences'. This has been renamed to 'Consent Preferences'.
View Payment in Batch
A new option has been added to the popup menu in the Contacts screen called 'View Payment in Batch'. This loads the batch and highlights the specific payment. A user can also double click on the payment to view it in the batch.
Manage Duplicate Contacts
The Consent Preferences have been added to the Manage Duplicates Contacts screen, so these can be transferred from one contact to the other.
Manage Duplicate Contacts
The External Reference field has been added to the Manage Duplicate Contacts screen, so this can be used to find duplicates.
Unique Reference
The contacts Unique Reference can now be exported from Reports > Contacts and it is searchable from here too.
Recycle Bin
It is now possible to empty the Recycle Bin. This can be done by selecting the appropriate option on the toolbar.
Web Sync - New Contacts - Subscriptions
When importing subscriptions from the Web Sync > New Contacts screen, it is now possible for the status of the subscription to be pre-set.
SagePay Integration
The Contacts First Name, Surname, and Email Address is now passed to SagePay when selecting to pay a demand by Debit / Credit Card.
Merge Settings Security
It is now possible to restrict a user's access to the Merge Settings. This can be done from the General tab on the Manage Permissions dialog.
Duplicate Membership Numbers
It was not possible to save a contact if another contact had the same membership number. This restriction has been removed although there will still be a warning to the user.
Enquiries
There are now fields for when the enquiry was added and last updated. This information is in the search grid as well.
Contacts Screen
The contacts evening phone number is now displayed in the contacts search results.
Sponsored Subscriptions
The column chooser has been added to the sponsored subscriptions grids on the Contacts screen. Also, the context menus have been updated to be like that of the main subscriptions grid.
Project Activity
When duplicating a Project Activity, the Work Carried Out Date was not being set consistent to the new Project Activity date. This has been resolved.
A & R
Profiles have been added to the A & R screen.
Contacts Consent Preferences
It is now possible to include the Contacts Consent Preferences in the Reports Selection Criteria.
Welfare Grants Application
Within the Grant Application dialog, it is now possible to select any Contact and for their information to fill in the Payee Details.
Welfare Grants Application
Added Total Requested Amount field to a Welfare Grants Application.
Welfare Grants Application
It is now possible to record the reason a Welfare Grant Application was rejected and when the decision was made.
Welfare Grants Application
It is now possible to record communications against a Welfare Grant Application.
CPD Items
There is now a 'Document Manager' area on a CPD Item.
Web Sync - CPD
It is now possible to import files into a CPD Item when adding a new CPD Item through the Web Sync - Modifications screen.
Events
There was an issue whereby it was possible to increase the sub event booking quantity beyond the number of places available. This has been resolved.
CPD and Events
It is now possible to add CPD Items from a selection of event delegates. To do this, select the appropriate event delegates - the 'Advanced Selection' process can be used if required, and then click the 'Add CPD' toolbar button. The user will then be able to specify the information on the CPD Item which will be added to each delegate.
Welfare Grants Application
It is now possible to merge Applicant and Payee information directly from a Welfare Grant Application. These two new Merge Areas are available in the Merge Settings screen so that templates for these two different areas can be created.
Reports - Events Delegates
Event delegate profiles are now included in the 'Reports > Event Delegates' area. It is also possible to include these in the selection criteria too.
New Contacts Wizard
There was an issue within the New Contacts Wizard when merging the new contact with an existing contact and the mandatory fields hadn't been entered or it failed the 'Contact Rules' check. Some information would not get imported correctly. This has been resolved.
New Contacts Wizard
The quick search and duplicate search functionality have been improved on the New Contacts Wizard.
Group Member
When an 'end date' was set on a contact's group membership, the status would be immediately changed even if the date was in the future. A future 'end date' will no longer change the status immediately, but the status will automatically be changed when that date is reached.
Import Contacts Wizard
The default value for Boolean types within the Import Contacts Wizard has been extended to accept a greater range of values.
MailChimp Integration
PLEASE NOTE: IF YOU HAVE THE MAILCHIMP INTEGRATION, PLEASE LET US KNOW AS WE NEED TO PROVIDE YOU WITH AN UPDATED MAILCHIMP INTEGRATION APPLICATION.