CRM 4.0 Service Pack 1 Release Notes

For information about all of the new features released in CRM 4.0, see the CRM 4.0 New Features page. For information about new features from CRM 4.0 Service Packs, see the Service Pack New Features chapter in the CRM 4.0 New Features Guide.

Note: For Service Packs 1 and 2 for CRM 4.0, all of the assemblies are rebuilt and have a new date stamp; therefore the Release Notes will not contain information about specific affected assemblies. After Service Pack 2, these Release Notes will contain information about the affected assemblies, as usual.

Password Reset Page Link (449144)

To improve password reset security in email messages from Blackbaud Internet Solutions, you now select a user login password reset page from the Create link to a special page option on the HTML Editor when you design the email message.

Tip: The ability to create a special page to link to your user login page (that you define for Page settings in Sites & settings) previously existed. With this feature, any page that contains a User Login part now appears from the drop down and you want to select the user login page that navigates users to your forgotten password page.

This new link remains active in an email for the user to take action to reset the password any time.

When an email recipient clicks the link, a secure page appears with a Forgotten Password field for the user to enter their email address.

After the email address is submitted, another email sends to the user. That email contains another link that returns the user to the password reset page on your website.

Previously, the Password merge field was available in email messages that use a Registered Users data source. With this update, this merge field no longer includes the password in an email. When a recipient receives the message, the placeholder for the field is blank. As a result, make sure you remove the Password field and create user login password reset page links in email messages to guide your users to reset their password.

Blackbaud Internet Solutions Security Update

As part of our normal product improvement processes, we review our security measures, protocols, and infrastructure on an ongoing basis. Blackbaud Internet Solutions was automatically updated in this release to include security improvements which address vulnerabilities that could potentially compromise the integrity of our product. Please refer to this list to determine whether your organization needs to take any action.

• If your organization utilizes a customization to provide website registration or login functionality, the customization may not work correctly if you are directly accessing the ClientsUsers table in the database. Instead, we recommend customizations use the methods contained in the Blackbaud.Web.Content.Core assembly and User class. If your organization uses standard Blackbaud Internet Solutions functionality for user login and password reset or if your customization calls passwords via the Blackbaud.Web.Content.Core assembly and User class, no action is required on your part.
• If your organization uses an iFrame from a third party website to direct users to Blackbaud Internet Solutions Donation, Event Registration, Membership, Sponsorship Form, or Sponsorship Search parts, you need to update the website to direct users to a form on a Blackbaud Internet Solutions page. We recommend you design the page to include the same look and feel as your third party site so that users seamlessly transition to the Blackbaud Internet Solutions page.

Part Removal Safeguard (431055)

To prevent you from inadvertently removing active content from your Blackbaud Internet Solutions website, you can no longer delete parts when they are associated with web pages. When you attempt to delete a part that is associated with a single site, or shared across multiple sites, a message appears to inform you that you cannot remove it because it exists on a page.

To identify the pages where the part appears, select the part's Usage tab.

Social Media Login Welcome Email (445362)

Now when Blackbaud Internet Solutions website users register for the site with social media login credentials, the program sends them a confirmation email to welcome them to the site. Previously, the program did not send these users an email. The program uses the same welcome email template you configure for other website registrants, but it merges "social media username" via "social media account" in the Username field.

Save and Close Options for Query (429066)

Previously, when you clicked Save from the Ad-hoc query screen in Analysis, the program saved your changes and closed the screen. Now, you have the option to click Save to save your changes and continue working with the query, or click Save and close to save your changes and close the screen.

Save and Close Options for Export Definitions (429067)

Previously, when you clicked Save from the Export Definition screen in Administration, the program saved your changes and closed the screen. Now, you have the option to click Save to save your changes and continue working with the export definition, or click Save and close to save your changes and close the screen.

Date Field Changes for Datalist Exports to Excel (434849)

Now when you export a datalist that includes date fields to Excel, the spreadsheet includes date and time information when a time is saved for any of the dates in the list. Previously, the spreadsheet only included date information, so when a date included the latest time in the day such as 11:59:59.999 PM for a membership expiration, Excel rounded the date to the next day.

Enhanced Contribution Criteria for Membership Programs (412198)

When you create a contributions-based membership program, you determine which giving activity is counted toward the levels of the membership. The options for setting up the criteria are on the Contributions tab when you add a program and on the Rules tab when you edit a program. However, now you can get even more specific by using a Revenue Application selection or Installment Plan Payment selection instead of the predefined checkboxes and options. The criteria you use in the query will determine which giving activity is counted.

When you upgrade, existing contributions-based membership programs continue to work the way they did before. However, you can edit the rules for the program to use a selection instead.

Update Only Addresses with NCOA Changes for the US (382847)

Previously, AddressFinder update options did not allow you to only update addresses that had been changed by the AddressFinder process, so you had to either update only forwardable addresses or all addresses. You can now use the new Update only NCOA changes option, which allows you to only update addresses that have been changed by the process.

You access this screen from the Data Tune-Up page from Administration. For the AddressFinder process you want to edit, under Step 3, click Edit Properties.

Amendments for Recurring Gifts (444890)

In Blackbaud CRM 4.0, we introduced amendments on the Activity tab of a recurring gift record. Under Activity, most amendments associated with a recurring gift appear and are sorted by the most recent event. Amendments represent any manual or global process change to the properties of a recurring gift. For example, when you edit the payment method of a recurring gift or change the recurring gift's status, these actions are recorded as amendments on the activity timeline.

For the United States, with Service Pack 1, for recurring gifts with a payment method of "Direct debit - pay is automatically," the Mandate field is now captured. This field only appears when a European (SEPA) banking system is enabled and the currency is set to Euros. This change is captured when you edit the field on the Edit payment method details screen of a recurring gift, and through an Enhanced Revenue Batch and Revenue Update Batch.

For the United Kingdom, with Service Pack 1, additional fields are now captured as amendments on the activity timeline. These changes are captured when you edit fields on the Edit payment method details screen of a recurring gift, and through an Enhanced Revenue Batch and Revenue Update Batch.

• For recurring gifts with a payment method of "Direct debit - pay is automatically," changes to the following fields are now captured as amendments: DDI source, DDI source date, Advance notice sent, Send instruction, New instruction sent, Cancel instruction sent, and Set-up instruction sent.

  

• For recurring gifts with a payment method of "Standing order," changes to the following fields are now captured as amendments: Reference date, Account, Standing order has been setup, Setup on, Use system-generated reference number, and Reference number.

  

• For recurring gifts with a payment method of "Direct debit - pay is automatically," the Mandate field is now captured. This field only appears when a European (SEPA) banking system is enabled and the currency is set to Euros.

Payment Methods for Recurring Gifts (444868)

In Service Pack 1, we added "Cash" and "Check" as Payment method field options on a recurring gift record. By selecting either option, you can track the number of recurring gifts associated with a cash or check payment method in a given time period. This may be useful in reports or for general reference.

"Cash" and "Check" now appear as Payment method field options and are reflected in the following locations:

• Under Payment information on the Add a recurring gift screen.

  

• Edit payment method details screen for a recurring gift.

  

• Transaction summary section for a recurring gift record.

  

• Update recurring gift statuses business process.

  

• Amendment details on the Activity tab of a recurring gift.

• Revenue queries.

• Revenue Update Batch, Enhanced Revenue Batch, and Sponsor Batch.

• Add, transfer, and reassign sponsorship screens as well as the Add a recurring additional gift screen.

Skip Recurring Gift Installments (441402)

In Service Pack 1, we made changes to the behavior of skipped installments. From the Activity tab of a recurring gift record, you can now skip any expected installment in the following scenarios:

• The installment date is no more than five days prior to the current date.

• No payments or write-offs have been applied to the installment.

• No payments have been applied to any installment after the one you want to skip.

• There are no skipped installments after the one you want to skip.

Social Media Finder for WealthPoint (468251)

To help you find and track social media accounts for your prospects, we added a new data service to WealthPoint screens. PeopleGraph, a Dun & Bradstreet company, uses name and email address information from your constituent records to find social media data in their Social Media Finder service. The social media data that returns on a wealth screen is stored on a new Social Summary tab on the wealth and ratings record. On the Social Summary tab, you can track the social media accounts for your prospects and if you have the Social Media Finder subscription, social media accounts, profile images, demographics, and ratings appear here after a WealthPoint screen.

CoreLogic Property Valuation Update

For better property valuation estimates, Target Analytics has improved our algorithm for the property value model. This change enables us to consider additional property estimates in the property valuation formula.

CoreLogic property data can be found on the constituent's wealth and ratings record, Assets tab, under the Real estate section.

Additional Target Analytics Data Updates

In January 2015, we updated NOZA, FEC, Dun & Bradstreet, and CoreLogic data used in WealthPoint.

Note: With the CoreLogic data update, we saw a greater population of total market value in Indiana property records.

• NOZA: The world's largest database of public charitable donations. This information is stored on the constituent's wealth and ratings record, Giving tab, under Philanthropic gifts. For each donation, a gift range, organization donated to, organization category, gift year, and name on the gift returns. You can use the web address or source material to help you confirm the data belongs to your prospect.

• FEC: Federal Elections Commission data, from the Internal Revenue Service, contains information on election and political campaign contributions to identify political affiliations and business giving to PACs and political campaigns. This information includes the amount of the contribution, the recipient, and the date. This information is stored on constituent's wealth and ratings record, Giving tab, under the Political donations section.

• Dun & Bradstreet: The world's leading source of commercial information and insight on businesses to identify business ownership, equity, and leadership positions in public and private companies. Provides you with data about the constituent's employment. This information is stored on the constituent's wealth and ratings record, Assets tab, under Businesses section.

• CoreLogic: Tracks the constituent's real estate holdings including real estate valuation estimates. Identifies properties owned for a deed, parcel, and mortgage. This information is stored on the constituent's wealth and ratings record, Assets tab, under the Real estate section.

New Queries from the Blackbaud Data Warehouse (421041 and 445211)

We have added two new query source views from the Blackbaud Data Warehouse: "Revenue (from the Blackbaud Data Warehouse)" and "Revenue Recognition Credits (from the Blackbaud Data Warehouse)."

These queries are similar to their counterpart queries from the transactional database. The queries from the data warehouse only include fields available in the warehouse, and they only show results as of the last time the ETL process was run. You can see when the data was last updated on the Preview results tab of the New Ad-hoc Query screen or the Edit Ad-hoc Query screen. You can also see the last updated date on the Results page when you run the query.

Blackbaud Data Warehouse Reconciliation Report (421794)

We have added a Blackbaud Data Warehouse reconciliation report to help you compare summary information about your transactional database and your Blackbaud Data Warehouse.

You can access the new Reconciliation report tab on the Blackbaud Data Warehouse page.

The report shows you the total number of items by category on your transactional database and on the data warehouse. Where the total counts match, you see a checkmark on the Reconciled column. Any exceptions are listed at the bottom of the report.

To take advantage of this fix, you must redeploy the Blackbaud Data Warehouse and complete an incremental refresh.