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Reports, Routines, and Notifications - January 2022

It's time for updated Reports, Routines, and Notifications! Notifications are now time zone aware and Standard Statements have been enhanced. And don't miss other enhancements and fixes that will keep everything running smoothly in the new year!

Notifications

  • Enhanced nightly notifications to include the From Contact's Nickname rather than their First Name.

  • Enhanced Message Start Date and Time to match the Domain time, regardless of the Server time. Notifications will be sent based on your church's time zone, not your server's time zone.

  • Fixed an issue where the URL included in Service Notifications was not functional.

  • Fixed an issue where the Current Date token was not rendering in the Care Case Notification.

  • Fixed an issue where the email confirmation for an ongoing opportunity included a date of January 1, 1900. If there is no date associated with an opportunity, the date in the notification will be blank.

  • Fixed an issue where Small Group Attendance Notification emails were not sent if any associated Event Participant had a Cancelled Event Participant status.

  • Fixed an issue where Registrant Messages were sent to Event Participants after filling out the registration form, but abandoning their invoice.

Reports

  • Updated the notices on the Create Batch From Selected Donations and Create Deposit From Selected Batches reports to indicate they will be removed from systems in the Summer of 2022. But never fear! The Create Batch and Create Deposit tools are ready and waiting.

  • Updated the Selected Event Participant Registration Report to exclude Product Option Prices associated with a canceled Invoice or Event Participant.

  • Updated Standard Statements to use the Nickname of the Pledge Campaign for the Statement Description for Donations with Pledges.
    Note: Up to 25 characters display on the Standard Statement.
  • Updated Standard Statement letter to default with Formal Salutation set to No, showing just the nickname in the salutation. Set Formal Salutation to True if you want the salutation to include a last name.

  • Updated Standard Statement letter with consistent font size.

  • Updated the Selected Form Responses export link to "Form Answers Export" for clarity.

  • Enhanced Letter reports to be Congregation aware.

  • Enhanced the date on the Standard Statement letter to appear in long format showing the day of the week, date, and year (for example, "Tuesday, December 21, 2021").

  • Enhanced the Standard Statement Letter address block to be aligned with the salutation and body of the letter.

  • Fixed an issue where an individual statement was not created for a donor when one already existed for someone else in their Household.

  • Fixed an issue where rolling back a statement cutoff date dissociated donations made after the new date from statement, but did not generate new statements for those donations.

  • Fixed an issue where the Counseling Engagement Report showed an end date of 1/1/0001 for Counseling Engagements with no end date.

  • Fixed an issue where the Counseling Engagement Report displayed Session Notes in HTML.

Views

  • Added views to the Donors and Statement pages so you can find Donors without email addresses to assist with statement prep.

    • New Donors Page View

      • Fix Email Statements Without Contact Email

    • New Statement Page Views

      • No Email Primary Contact

      • Spouse has Email

      • Statements to Mail - No Contact Email Address

  • Added data quality views to the Statement page to assist in Statement prep:

    • Review: Not Archived Different Stmt Method

    • Review: Not Archived Different Stmt Frequency

    • Review: Duplicate Contacts

    • Review: Adult Child in Family Statement

    • Review: 18+ on Family Statement Review: No File (not archived),

    • Review: Outdated File (not archived)

Routines

  • Enhanced the Group Attendance Routine to account for the Group Congregation's time zone when creating the Group's next meeting.

  • Removed references to the Item Number value from the Assign Pledge Routine for efficiency.

  • Fixed an issue where an Event Participant's registration was canceled when they registered for an event series twice and church staff left the first Event Participant as Registered and set the second Event Participant Status to Cancelled.

  • Fixed an issue where empty Audit Log entries were created when "Create Next Meeting" is True, but no Event Rooms or Meeting Time/Day exist for the next meeting. Adding an Event Room or Meeting Time/Day will create an Audit Log entry.

Schemas & Metadata

  • Added helpful descriptions to various fields. You can hover over the field to see its description or a helpful tip.

  • Updated the System Household and address to MinistryPlatform, rather than Think Ministry.

  • Removed "Last Background Check Expires" column from unrelated views on the Responses page.