Additions

Adding help text to list builder

We added some help text to the delete icon in the list builder to you help better understand its function and purpose.

Added an option to opt in to automated recurring billing on application and or renewal

You can now choose to offer the option to opt in to automated recurring billing on application and/or renewals.

We are not showing public link option in the form builder

You can now use a public link in the form builder when you have the page layout set to section/table of contents.

Added login troubleshooting tips to the member portal login page

We added a link to the member portal to a knowledge base article that will assist with members that are having issues logging in.

Improvements

Donation filter on revenue report does not pull correct data

We solved an issue where when using a subledger filter on the revenue report was not exporting the correct information. The proper information is now being exported.

Survey emails sending multiple times

When inviting contacts to fill out a survey we were logging multiple emails in the communication log. You will now only see one email in the communication log.

Able to modify a event ticket past the modification date

We solved an issue where event registrants were able to modify a ticket past the modification date.

Directory form showing in the member portal for employees when they are set to not appear in the directory

The directory form will only show for employees in the member portal if the employees are set to appear in the member portal.