For DonorCentral 4.0, all client production sites will be upgraded on the weekend of July 18, 2015.

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1 DonorCentral 4.0 Release Notes Upgrade Overview This release of DonorCentral 4.0 includes the following new features: Stronger Password Requirements New Configurability Updates A New Asset Allocation Chart A New Fund Rollup Option Upgrade Process For DonorCentral 4.0, all client production sites will be upgraded on the weekend of July 18, DonorCentral Server Downtime All DonorCentral servers will be down on Saturday, July 18 th from 9am to 11:59pm. Staging Site Upgrades As of July 13, 2015, all client staging sites have been updated to DonorCentral 4.0. The new URL is below along with some additional information on working in the new environment. The URL is where xxxx is the client code assigned to them. Some things to be aware of: All demo logins (i.e. take a tour feature) have the same password as before and users will not be asked to change it. Accounts for all admin staff and advisors in staging are flagged for password reset. When admin users change their password in staging, it will not carry over to production. They will have to do this again after the release. Password Reset for all DonorCentral Users Due to the increased security requirements, all existing users at the time of the upgrade will be required to change their password upon first login. Passwords must be at least 8 characters Passwords must contain at least one upper case character Passwords must contain at least one lower case character Passwords must contain at least one number Passwords must contain at least one special character (i.e.!,@,#,*, etc) IMPORTANT: Passwords are now case sensitive. Previously, a password might have been stored in the database as ABC123 and the user could have used either abc123 or ABC123 to login. With the password security, only ABC123 will work. Going forward, any new Advisors created in FIMS and sync d to DonorCentral will be required to change their password if the Password Reset on First Login option is set to Yes in the DonorCentral Admin Portal. The new advisor will not need to reset the initial password if it is set to No.

2 FIMS Support Need Help or Have Questions? If you have questions or need assistance in any way, please contact MicroEdge Technical Support. Support Hours: M-F, 8:00 am 8:00 pm ET. Phone: (800) Online: Login to PowerME at Click the Case tab at the top of the homepage and click Create New Case. 2

3 Table of Contents Upgrade Overview... 1 Upgrade Process... 1 DonorCentral Server Downtime... 1 Staging Site Upgrades... 1 Password Reset for all DonorCentral Users... 1 FIMS Support... 2 New Features... 4 User Configurability... 4 Header and Footer Image Settings... 4 New Widget Title Fields... 6 New Navigation Settings in Look and Feel... 8 New Widget Styles in Look and Feel... 8 Resources menu has many more choices... 9 New Reset Password tab... 9 Resources > Giving History More User Security Options Login Page Setup Asset Allocation Chart Fund Rollup Option Resolved Issues

4 New Features User Configurability One of the major updates to DonorCentral is the many new settings for customizing your site. Header and Footer Image Settings Under the Site Configuration > Design tab, there are now additional options on the Header and Footer pages which allow administrators to add an image and then place it in various configurations in the header or footer areas. NOTE: The height of the Header area is set in the Look and Feel > Page and Links > Navigation section. Below is a sample of the Header page. 4

5 Background Horizontal Positioning Background Vertical Positioning Background Repeat This setting will move the image to the left, center, or right of the header/footer area. This setting will move the image to the top, center, or bottom of the header/footer area. This setting repeats the image in the selected direction until it fills the header or footer area. Default for this is No Repeat. Background Image Size Default keeps the image at its default width and height. Cover stretches the image across the entire page but only displays the part of the image in the header section. Vertical and Horizontal settings will be ignored. Contain will resize both the width and height of the uploaded image to a size that corresponds with the height of the header or footer section. Footer settings (shown below) are very similar to the Header settings. The Footer Text Alignment setting will move the footer text to the left, center, or right of the footer area. NOTE: There is no control to change the Footer height. It is set to 300px by default. 5

6 New Widget Title Fields In the Design > Layout page, there are now Widget Title fields which allow you to change the titles of the widgets which appear on the Home page. Above, the Funding Opportunities widget title has been changed to Funding Choices. Here s what the widget looks like on the Home page. 6

7 There are two other widgets which can also have their titles customized. These are the Menu and My Giving History Chart widgets. The edit fields for these widgets are located in their respective admin pages. The Menu widget title can be changed on the Design > Navigation page. The My Giving History widget title can be change on the Resources > Giving History page. 7

8 New Navigation Settings in Look and Feel In the Look and Feel > Page and Links page, there are now Header Font Family and Font Size settings in the Navigation section that allow you to control how the links in the header area look. Here the font used in the header has been changed to Comic Sans MS with white as the color for links. Note that the Height field here controls the height of the Header area. New Widget Styles in Look and Feel In the Look and Feel > Page and Links page, there are three new Widget Style settings for Header Background, Header Font Size, and Header Font Family. These settings will let you control the title text look for all widgets on the various pages of DonorCentral. 8

9 Resources menu has many more choices The Resources menu now provides links to the following pages: Upload Forms Donor Interests Frequently Asked Questions Alerts Contacts These are site configuration pages that previously had to be accessed through the Admin portal. New Reset Password tab This new tab lets an administrator reset a user s password. Simply enter the User ID and a temporary password of your choice. The user will be asked to change the password when they next login. 9

10 Resources > Giving History On this page, a new field for Code Type has been added. NOTE: Donor Interests must be selected for display in the Site Configuration > Resources > Donor Interests page and only Interests already selected by the donor on their My Profile page will be displayed on the chart. 10

11 More User Security Options Due to the additional items in the Resources menu, the options available for assigning to Limited Admin access users has also increased. 11

12 Login Page Setup A new Login Page tab is now available when you go to Site Configuration. The purpose of the Admin Login Page is to give foundation staff the opportunity to build a custom, yet simple, layout for their login page. This functionality was developed to allow foundation staff to have more control over the content of this page. When the custom login page is activated, donors who are accessing the login page will be redirected to the custom layout page. If a foundation decides to use a custom layout, it is recommended to have a staff member that has some HTML and CSS knowledge. The admin login page provides a basic layout initially with place markers for where you should add specific sections. The tools can be used to build out the page from there. The layout shown above is what all foundations will initially have when they first use the admin login page. This layout gives foundations a basic format to follow. Alternatively, a foundation can build a completely new layout. #1 Use Custom Layout? Check this box to use the custom layout that has been saved. If not checked, the system will use the default login page. #2 Text Editor Menu The Menu shown above contains all the features that are available when making a custom login page layout. For more details on these menu items, please refer to the Online Help or Site Setup Guide. 12

13 #3 Layout Editor The Layout Editor is where a user can enter text, color settings, and images into their custom layout. The backend logic will convert the entered text, color settings, and images into html and style attributes. NOTE: This layout area is not designed to take HTML and CSS code directly. There is a separate Source Code option in the Tools menu for entering custom HTML and CSS code to be displayed as part of the custom layout. #4 Buttons This section contains the main buttons that allow for saving, canceling, and viewing tips for developing a custom layout. Save - The Save button will save the current content inside of the Layout Editor and the status of the Use Custom Layout checkbox. To use a custom layout, it is required that the checkbox is checked and the two required sections, Login Form and Term Links, are present. If all conditions are not met, the checkbox will be reset to unchecked but the other changes will be saved. Cancel - The Cancel button will return the layout content to its last saved state. Help - The Help button opens a pop up box that displays some reminders and tips for making a custom layout. Here is what a completed Login Page may look like: 13

14 Asset Allocation Chart A new Asset Allocation Chart is now displayed under the Asset Allocation widget on the Market Values Detail page. You can configure what is included in the widget on the Site Configuration > Fund Summary page. 14

15 Fund Rollup Option This new option is available in the Fund Summary page for clients with more than one fund at the foundation. In the Fund Summary drop down there is an 'All Funds' option which will provide a summary balance across all funds. Here is an example with All Funds selected on the Funds field. 15

16 Resolved Issues The following issues are resolved in this release. We have provided the case numbers for internal referencing along with a description of the issue. ID Issues Resolved Changing the Period from drop down (quarter, YTD, etc.) changed the Asset total Issues with the Detail page for Realized Gains (Losses) and the Detail page for Unrealized Gains (Losses) not loading Interest Codes were not working properly Client was receiving an error when trying to upload PDF forms to their site The partial Admin permission assigned to a user that enables the user to only "Enter in Form" was not respected - user could not edit form Incorrect Fund Advisor displayed in Grant Recommendation section Pie Chart was not showing on for any Fund Prior Grant - Purpose field was not populating Client could not upload form My Profile fields on DonorCentral were not showing State DonorCentral fund balances were showing zero Client received a Suggestion Central code table error Adding incorrect frequency codes to grant form breaks the grant form DonorCentral Funding Opportunities - Default Grant Purpose was not being displayed Funds that have pending recommendations are showing many previous grants as Pending in DonorCentral Mobile, when in reality they aren't all still pending. This includes grants that were made years ago Contact Information from the New Grant Form flows to the Grant Record after selecting an existing Grantee on Import. 16