Release Notes

Transcription

1 General Note Release Notes This release includes a complete revamp of the Internal Staff Portal of Arena. Due to the sheer scope of the changes, the Internal Staff Portal (default Portal 1) will automatically be updated to a new template on installation. In addition to the template changes, multiple database tables and objects have been updated to remove deprecated data types. Additional information and a list of affected database objects can be found on the Community: Enhancements Administration Attempting to delete a campus will now warn the user if it is being used in Locations, Buildings, or Person records Enhanced Exception Message handling: o Details will only be available for authenticated users o You can limit which security roles can see full exception details by adding the Role ID to the ExceptionViewDetailsRoles OrgSetting o You can update the Exception Title and Message by updating the ExceptionTitle and ExceptionMessage OrgSettings respectively A new Advanced Settings option is available on the Module Settings window for all internal Contribution modules. This option allows you to determine which module settings display by default for a user. Other modules will be updated with this feature on upcoming releases. Agents Updated the Critical Serving Reminder agent to allow inclusion of records that are marked as No Contact. This setting is available via AgentConfiguration and is set to false by default to retain existing functionality. Updated ShelbyNEXT Scheduled Giving to update the Next Payment date to a future date if agent has not been ran in a long time Updated the Resource Agent to better handle events that were linked to espace but no longer have a valid reference ID 1

2 Events Updated Events Details to better handle events that were linked to espace but no longer have a valid reference ID New Internal Template Created a new Internal Template to replace the existing Internal Portal Updated internally used modules to use new Bootstrap 4 styling Updated charts to use Google Charts instead of Flash display Quick Access from header to Subscribed Groups and Tags SMS Providers Fixes Added High Ground Solutions as new SMS provider for Arena General API Resolved an issue where the username and password fields on some modules were automatically filling in the current user's information when editing if Password Auto-Complete was enabled on their browser Resolved an issue where the Page Size value was resetting to 20 randomly for users Resolved an issue where dropdowns and the display area would not display properly in Report Viewer Resolved an issue where contributions created via the API endpoint could potentially create individual batches for each gift Resolved an issue where the API did not pass back a proper GUID when creating a new record using the /Person/Add endpoint Administration Resolved an issue where attempting to remove a campus that has been linked to Kiosk Locations or Buildings would generate an exception Communications Resolved an issue where sending an communication that was a draft or sent through approval could result in duplicate messages being delivered Resolved an issue with Previous Communications where users logging in both Forms and Windows authentication might not see all their previously sent or draft messages 2

3 Contributions Resolved an issue with Enhanced Contribution Entry where attempting to save a Project Code that does not project the Project ID would cause the information to not save Resolved an issue where the Sub-Donor on a Pledge was not displaying properly in Contribution Entry if the subdonor was removed from the default sub-donor list for a user Resolved an issue where sub-donors where not properly being assigned to gifts on Contribution Entry Resolved an issue where Pledge Information on the Contribution Entry screen was not displaying the proper values Resolved an issue where imported gifts in Contribution Entry did not link to pledge fund lines properly Resolved an issue where the Module Settings to show/hide Bulk Update, Motivations, and Sub donor were not being honored by the Pledge Manager module Added missing pledge frequencies to the Pledge Manager module Resolved an issue where the Pledge Manager would not display properly in multi-tenant setups Resolved an issue where filtering Pledge List with "Include those with gifts but no pledge" would generate an exception Resolved an issue with the Pledge Manager where pledges without gifts would not show any values for the Contributed Amount and Percentage Completed fields in the grid Resolved an issue where the Person Pledge List module was splitting pledge information if not all gifts were directly associated with pledges Updated Mission Trip giving entry to removing paging options and provide better scrolling of trip participant listing Resolved an issue with the Financials Integration where changing the GL Year during Batch Exporting did not properly update the GL Period dropdown Events Updated Event Week View module to not include inactive Event Tags Resolved an issue where Required Checkbox (list) custom fields were not being recognized as selected on the Member Responsive portal Resolved an issue where the Total Payment Due line was displaying incorrectly on some devices Resolved an issue where Event Reminder s were still being sent for inactive events Resolved an issue where $0.00 payments were being recorded if user failed to hit Update or Cancel on the Registration Page tab "My Registrations" module will now only show values for Active Events Resolved an issue where deleting a custom field in an event tag could cause an exception Family Registration Resolved an issue with Family Registration where updating the primary record's address did not propagate the information to other records in the family 3

4 Groups Hub Removed inactive group members from receiving Group Members via the Communications Icon in Group View Resolved an issue with Responsive Group Leader Toolbox where clicking on the Roster Report would not generate the proper URL to load the report Resolved an issue with Responsive Group Leader Toolbox where the Allow New Persons module setting would not be honored on the first attempt to search for a record Updated notification when attempting to delete a Group with unassigned registrations Resolved an issue where attempting to open an Area with more than 999 adults would general an exception Resolved an issue where using the Group Locator with the OrgSetting UseGroupType set to true would cause registrations to fail for logged in users Resolved an issue where organizations that have disabled TLS 1.0 due to PCI Compliance were unable to connect with the Hub. Membership Resolved an issue when merging a record with sub-donor could generate a foreign key error Resolved an issue where attempting to bulk update a decimal person attribute would not be saved properly Corrected tab order in White Pages Resolved an issue where importing a Person Image from a phone camera could cause the image to rotate incorrectly Resolved an issue where the Giving Unit Names function was hard coded to use OrganizationID 1 Updated Bulk Update to honor the default serving hours when adding a person to a Serving Tag Resolved an issue when using the Person Bulk Update and setting a record to inactive without a reason would display the Inactive Reason field on hitting Update, blocking the user from resolving the issue Resolved an issue where merging records would create unneeded HQ Institutions Resolved an issue where searching for a login with an apostrophe in the White Pages would not return any results Resolved an issue with the Login/Logout module to properly handle the images set in the module settings Missions Resolved an issue where Custom Field Groups would not export from the Team tab on Mission Trips, even if they were set to Show on List Resolved an issue with the Mission Trip Giving module going to a trip that is inactive when "Allow Choosing Trips" is false could potentially incorrectly assign contributions to another trip. Online Giving Resolved an issue where the Change Fund button could not be pressed on some mobile browsers Resolved an issue where gifts entered with into the fund amount field with a comma would not be accepted properly 4

5 Promotions Tags Resolved an issue where attempting to refresh the Promotion Request grid would generate a validation error Resolved an issue with the Tag Member List where the Tag Note would not display if no Tag Activity was available Resolved an issue where the Profile Member Activity was not displaying the "Created By" field if the user's login account has changed or been deleted. Volunteers Updated the Service View grid to display all options without paging Updated Volunteer Opportunities Search to not include inactive Serving Tags Updated Volunteer Scheduling Opportunity to not allow a user to sign up to serve if the opportunity is already full Resolved an issue where attempting to copy a Service when no service was selected would generate an exception Resolved an issue where copying a Service would incorrectly set the date and time for the new services Resolved an issue where the Volunteer Reminder was being sent to declined or rejected volunteers in a Service View 5