The following new features and enhancements were last updated on January 6, 2020.
When new features arrive, you'll see this page open automatically. Read through the updates to see what improvements are available.
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Select What's new at the top of any Help topic.
For more about previous product updates, see What's Recent.
If you go to Opportunity, Portfolios, Opportunities, you can now filter opportunities by Opportunity Status.
Choose whether you want to see the following options:
You can now access user accounts directly from Opportunity, Applicants.
On any applicant record, select View User to go to that applicant's user account.
System admins now have two tools to help them identify data type errors in a user import:
Review the User Imports page: Go to Site, Settings, User Imports and look under Details from Recent User Import. This section now identifies data type errors that may be affecting your import data.
Run the User Import Validation Report: Go to Site, Files, System Reports and look under Imports. Use this report to identify which records and fields were affected by data type errors.
Warning: Don't run this report while another import is running. It may cause your report to be inaccurate.
To help locate specific records on system grids, you can now include up to 100 “or” filters on each column.
To provide additional information to donors, you can now add lengthy descriptions to Stewardship funds.
To add a description field to your funds:
If you have an existing description field, go to step 5.
Create a new column in your fund import file.
Note: To access your current import file, go to Site, Settings, Stewardship Fund Imports. Then, select the top value in the Imported At column.
Go to Site, Settings, Stewardship Fund Imports.
Run a fund import with your updated file.
On the Site, Settings, Stewardship Fund Imports page, select the Configuration tab.
Under Fund Import Settings, find Fund Description.
Select a fund description field.
Select Update Import Fields.
Note: If you selected an unmapped header, your system creates a new field that is contact visible and extended text.
Once you've set up a fund description field, you'll see it by going to Site, Settings, Fund Fields and looking under Summary Information.
Note: To check back on new features, select What's new at the top of any Help topic.