Release Notes

Transcription

1 Release Notes General Note This release includes an update for.net from 4.0 to The release needs to be installed on your server, as well as your workstations running any of the Click Once applications (Check-In, Contributions, Family Registration, etc.). This is an in-place installation. We recommended restarting the server after installing the update. Most servers will already have.net updated if you have Windows Updates running at a regular basis. Additional information and a general installer is available from Microsoft using the following link: We have updated some of the jquery code we use to be compatible with jquery (to ensure compatibility with older browsers) on the Internal and Member s Portals. Bootstrap has also been tested for our Member s Responsive portal and modules. Enhancements Administration Updated Web and ClickOnce application to.net Updated the Module List module to provide additional information when a module change fails to save or update. Created a new Arena Grid utilizing the Telerik controls for better functionality and styling. Created a new Report Grid for the SPROC module utilizing the new Arena Grid. Updated the Portal Login page to assume All Users have access to the page and the Login Module (This requires that the login module URL matches the Security/UserLogin.ascx). Background Checks Updated SecureSearch implementation to SecureSearch Faith. Updated the Background Check to store Reference ID needed by Protect My Ministry and SecureSearch Faith. Communications Added an HTML Editor New Life Break option to the Communications module settings. This allows you to set the type of html element (paragraph, line break, division) that the html editor should use to create line breaks. 1

2 Contributions Added a new Pledge Management module that allows administrators to add and edit pledges, as well as quickly access a list of gifts and history associated with pledges. Updated the Person History to show Sub-Donor name changes, not just ID values. Added the ability to set a default Sub-Donor when a new record is created via Anonymous Online Giving. Added Sub-Donors to the Fund Line when using the Enhanced Contribution Entry. Headquarters Updated the Institution Structure to allow Child Institutions to be moved. New Appointments module: Allows headquarters to list all their appointments and streamlines the adding process. Membership Updated the Record Merge utility to include Sub-Donors and to set the default Sub Donor. Added code to update person history with relationship changes. Added the option to "Make Additional Changes" to a group of people in Bulk Update. Mobile Staff Portal Added a setting that allows you not show inactive members in the mobile profile list. The option Display Only Active Tag Members is located on the Tag Details module settings page. This is set to False by default so that your existing functionality is retained. Updated the Mobile search to have the same Quick Search filtering that is in Arena. Online Giving Added "Twice Monthly Frequency" for ShelbyNEXT Giving (will run on the 1st and 15th). Security Updated the HTML message to be a rad editor on Sync Role. Updated cascade for pages, assignments, group clusters, and tags to include the security template of the item being cascaded. Small Groups Additional enhancements to the Responsive Group Leader Toolbox, include: o Added the ability to Show/Hide the Registrations and Attendance tab. o Updated to display the Group Name as the Page Title instead of "Group Details". o Added Date Filtering to the Attendance Summary. o Added ability to see additional information on a record when adding member to group (honors Visible Fields module setting). o Added ability to hide inactive members from member s grid. 2

3 SQL Installer Updated SQL Installer to be compatible with SQL Volunteer Service View Added the ability to generate a calendar file with all future scheduled Serving Opportunities. Added the ability to generate a calendar file while accepting a Serving Opportunity. Added the ability to delete all child items when deleting a service or team in Volunteer Scheduling. Added the ability for a user to enter a reason that they decline to work at a service. There is a module setting to enable it, one for the lookup type to populate a dropdown with default reasons, and one for the text of the label. Added Service Start/End Time to the Volunteer History module. Fixes Administration Resolved an issue where some portals where being incorrectly matched based on partial domain name matching. Agents Resolved an issue where the Historic Contribution Agent and Import From Gateway were stopping incorrectly before pulling all gateways if a ShelbyNEXT Giving gateway was available. Updated the Resource Event agent to provide additional information on error Attendance Resolved an issue where an exception would display if the occurrence had zero attendance in the Attendance Grid. Background Checks Resolved an issue on new installations where Protect My Ministry screenings were not being setup correctly. Check-In Disabled the ability to mark a default kiosk not default. Only kiosks that are not default can be marked as default. Contributions Resolved an issue where attempting to re-export a batch via GLTRN2000.TXT file was unavailable. Resolved a display issue with Responsive Online Giving when only one payment gateway type is selected. Resolved an issue where multiple associations where not being handled properly. 3

4 Resolved a display issue which was preventing users from being able to click the Export option on large batches. Added the ability to order the Fund Listing on the Enhanced Contribution Entry by Fund Category. Resolved an issue where Batch Detail module would not allow editing of a batch created via the new Enhanced Contribution Entry module. Resolved an issue where funds were not being properly grouped in Contribution Entry Fund Dropdown. Updated CheckScan ClickOnce application to remove Report Viewer dependency. Resolved an issue when importing TELLER batch information into Enhanced Contribution Entry. Resolved an issue where negative entries of -$1.00 were giving an error in Enhanced Contribution Entry. Events Cleaned up a display issue with Responsive Check Box lists. Resolved an issue where Custom Fields would appear required on Event Registration. Resolved an issue where date fields were being loaded as 1/1/1900 on Responsive Event Registration. Updated Event Registration to purge any old event registration cache, which was incorrectly holding registration seats. Family Registration Lists Resolved an issue with Family Registration where addresses were not being properly propagate to other family members. Resolved an issue where Basic Lists was not properly scoping Tags and Groups. Resolved an issue where lists were not displaying if you use domain login instead of forms from time to time. Resolved an issue where Basic Lists were not properly populating information if you hit "Save" before the final page. Membership Resolved an issue where removing all members from a family would throw an exception. Resolved an issue where blank or empty Person Attributes were incorrectly being saved to the database. Resolved an issue in Edit Family Wizard where editing an address without rights to other fields could cause an error. Resolved an issue where Tag Member Activity was not displaying properly for Global Admins. Missions Resolved an issue where the Mission List module did not properly honor the filtering settings. Mobile Staff Portal Cleaned up display issue with the Edit button appearing incorrectly on the Mobile Person Detail module. Online Giving Resolved an issue where payment processors were receiving Discover Cards as card type Visa. 4

5 Resolved an issue where hitting back from the Online Giving Confirmation Page was causing issues with how the fund listing was displayed. Resolved an issue where the Payment Type was being displayed incorrectly on the Responsive Online Giving Confirmation page. Payment Processing Updated how credit card numbers were being sent to ShelbyNEXT Giving processor (trimming dashes and spaces). Resolved an issue where the Shelby Scheduled Giving module was allowing negative entries. Resolved an issue when using multiple ShelbyNEXT Giving gateways where the payment was being sent to the original gateway the payment profile was created under instead of honoring the Online Giving gateway setting. Resolved an issue where refunds were not properly importing from MinistryLINQ. Remittance Resolved an issue where Remittance Statements were not being properly queued. Small Groups Multiple fixes to the Responsive Group Leader Toolbox, including: o Resolved an issue where the Attendance Summary was still being displayed even if a Small Group Structure did not have attendance enabled. o Resolved an issue where Responsive Group Leader Toolbox was not honoring the Allow Member Edit or Allow New Member module settings. o Resolved an issue where phone numbers did not display on the Member's Grid. o Resolved an issue where the name was not properly displaying if you only selected First or Last Name in the Module Settings. o Resolved an issue where some information was caching and displaying on the next record you edited. Changed group locators to display nick_name instead of first_name, if it exists. 5