Release Notes

IMPROVEMENTS

Fund Mapping Section: We added a “Fund Mapping” button in the Deposits page so you can View and Edit how your contribution funds map to your accounting funds. This is helpful to quickly review and fix any issues without the need to do this at the deposit stage. This section shows all funds – both mapped and unmapped.
Edit Deposit: We added an option to Edit a deposit by updating its Date, Account and Description. All updates will affect all its related transactions.

Deposit Date Column in Batches Page: There is a new Deposited On column under Contributions > Batches, which shows you the date on which a specific batch has been deposited.

Improved Contribution Contacts Section: We made several improvements to the Contributions > Contacts section, where you can now merge duplicate contacts, merge a contact into a member profile, or identify possible duplicates easily.

Easy conversion from full profile to contact: We add an option to Convert to Contacts which you can find under People > More Actions. This is helpful if someone stops being a member, but continues to contribute.

Payee Email: We added an Email Field to Payee records, within the Accounting section.

Import Songs: Now you can import songs using an Excel file which contains song information, as well as a link where it may be retrieved and added to your Song Library.
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We added the option to Map People from within the Bulk Actions menu in the Follow Ups section.

Member Forms Across Ministries: The Forms section within people profiles now shows all submitted forms from all ministries, as long as the user viewing the profile has access to the respective ministry.

Telstra Whispire (Beta): We added an integration to Telstra Whispire (Beta), mainly used in Australia, for text communications.

Search the Bible by Reference: We added the ability to search for a specific scripture reference (Search by Reference). This lets you look for a specific Book, Chapter, and Verse.
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IMPROVEMENTS

Date Reminder Automated Task that lets you choose a date field and who you want to notify members or servants a certain number of days before or after this date. This is useful when you want to notify people in relation to Background Checks-related fields or for notification on any membership-related dates.
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List of unattended events: You can now find a list of events that someone was absent from by going to the person’s profile, selecting Events, then clicking the Absentee tile.
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Group Pledges By Household when searching for families who have or have not pledged. This is available in the Advanced Search in the People area. If one member of a family has pledged, then the entire family is marked as having pledged; and vice-versa. The search returns the Primary member from each family. You can use such a search to communicate to people and encourage pledging.
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New Export option from the Deposit page that allows you to use deposit details externally.
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Now the People API lets you filter by full name, mobile number, and email.
New Batches API that lets you:
- Get all contribution batches
- Create a new batch
- Get a batch by Id
- Update a contribution batch
- Delete a batch
- Close a contribution batch
- Reopen a contribution batch

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