Tools - June 2022
Tool Time strikes again! This month we're introducing three new and improved tools to help you make ministry happen. And we added some enhancements and fixes to keep all our tools running smoothly.
New Tools
- *NEW* The all-new Create Pledge Tool gives Users an easy way to enter information from paper pledge cards.
- *NEW* The all-new Household Care Log allows staff and lay leaders to quickly log household care needs without being able to see or access other household care entries.
- *NEW & IMPROVED* The Map My Selection Tool allows Users to see their selection displayed on a map so that they can take informed action. Important: The Map My Selection Tool relies on a Google Maps API Key that is configured for your Tools and Life Apps URL. See Google Maps API Key to confirm it is configured correctly.
Add/Edit Company Tool
- Fixed an issue where changing the Country in the Add/Edit Company Tool triggered the Address 1 data loss warning and removed the Country from the Tool, despite saving the Country in the Platform.
Add/Edit Family Tool
- Enhanced the Add/Edit Family Tool so Users can open the tool from an open record and clear the search bar to find another Contact.
- Enhanced the Add/Edit Family Tool so that the Main Address displays as the default address even if they have an Alternate Address.
- Enhanced the Add/Edit Family Tool so that it opens when various characters (pipe, dash, asterisk) are included in the selected record expression.
- Added a warning to let Users know that address data won't be saved if Address Line 1 (the street address) is not provided.
- Fixed an issue where including a space after a comma when searching in the Add/Edit Family Tool added an extra space to the name, leading to no search results.
- Fixed an issue where previous Household details persisted after clearing a search in the Add/Edit Family tool in certain circumstances.
- Fixed an issue where the State field did not populate in the Add/Edit Family Tool if the Country Code field was left blank.
- Fixed an issue when searching the same term multiple times in the Add/Edit Family Tool caused the tool to freeze.
- Fixed an issue where launching the Add/Edit Tool from an open record with a suffix and saving stripped the suffix from the Contact record.
- Fixed an issue where the Donor setup date defaulted to midnight when the Donor record was created via the Add/Edit Family Tool.
- Fixed an issue where launching the Add/Edit Family Tool from a Contact record with no last name resulted in an error.
- Fixed an issue where selecting New Family in the Add/Edit Family Tool after searching for a family did not present a blank form.
- Fixed an issue where the Add/Edit Family Tool did not populate where there was a space before the Contact's Last Name.
- Fixed an issue the Add/Edit Family Tool was blank for Contacts created using the Add/Edit Family Tool on the All Form Responses page.
- Fixed an issue where the Add/Edit Family Tool returned an error when opening the tool from a Contact record with an apostrophe in their name.
- Fixed an issue where launching the Add/Edit Family Tool from the Groups page returned a blank form.
- Fixed an issue where the Add/Edit Family Tool could not be opened from the Households page.
- Fixed an issue where drop-down values did not match the Users' system in the Add/Edit Family Tool.
- Fixed an issue where making a non-address-related change in the Add/Edit Family Tool triggered the Address Line 1 data loss warning.
- Fixed an issue where changing the Country in the Add/Edit Family Tool triggered the Address 1 data loss warning and removed the Country from the Tool, despite saving the Country in the Platform.
Assign Donor Tool
- Enhanced the Assign Donor Tool so that if a country other than United States is selected, the State field will switch to a Region text field.
Connection Card Tool
- Enhanced the Event drop-down list in the Connection Card Tool to display the entire event name and start date.
- Enhanced the Event filter on the Connection Card Tool to display Events with start dates in the past 30 days or in the next 120 days.
- Enhanced the Connection Card Tool search to populate Contact information when launched from an open record.
- Fixed an issue where eligible Opportunities were not appearing in the Connection Card Tool. Opportunities are eligible to appear in the tool when the Opportunity ended in the past 30 days or will in the next 60 days.
- Fixed an issue where the Connection Card Tool was not filtering by Congregation.
- Fixed an issue where End Dated Congregations appeared in the Connection Card Tool.
Copy/Reverse Payment Tool
- Enhanced the Copy/Reverse Payment Tool to allow a Merchant Batch Name up to 25 characters.
- Enhanced the Copy/Reverse Payment Tool by adding a toggle field to indicate whether payment has been processed. The toggle will default to False.
- Updated the Copy/Reverse Payment Tool success message to read "Payments Successfully Created" when payments are copied and "Payments Reversal Successfully Created" when payments are reversed.
Create a Pledge Tool
- Updated the search results format in the Create Pledge Tool to be consistent with other tool search results.
Deceased Person Tool
- Enhanced the Deceased Person Tool to add the Date of Death to the Contact Record.
- Enhanced the Deceased Person Tool so that the User taps "Close" rather than "Cancel" to close the tool.
- Enhanced the layout of the Deceased Person Tool for ease of use.
- Added a field help to the Discontinue Journey field in the Deceased Person Tool.
- Updated the error message displayed when the Deceased Person Tool is launched from a selection of records.
- Capitalized the "Remove Personal Data" section break in the Deceased Person Tool.
- Fixed an issue where the Deceased Person Tool would not transfer donations if the Contact was marked as deceased prior to launching the tool.
- Fixed an issue where the Deceased Persons' Spouse's marital status was not updated to Widowed.
- Fixed an issue where the deceased's name was displayed in the middle of the Deceased Person Tool on mobile.
- Fixed an issue where longer notes were not saved when added via the Deceased Persons Tool. The notes field will hold up to 1,000 characters.
Event Metrics Tool
- Fixed an issue where clicking the "X" button in the Event Metrics Tool removes the metric from the Platform.
Inactivate Tool
- Fixed an issue where the Contact Log Tool rules were being applied to the Inactivate Tool, resulting in Users with permission to use the Inactivate Tool being unable to do so.
Response Follow-Up Tool
- Fixed an issue where launching the Response Follow-Up Tool from a selection of records or an open Record resulted in an error.
Process Payments Tool
- Enhanced the Process Payments Tool to automatically clear the selection of unprocessed payments after the tool has been used.
- Enhanced the Process Payments Tool to allow a Merchant Batch Name up to 25 characters.
- Updated the Process Payments Tool to say "Selected Payments" rather than "Selected Contacts" at the top of the tool.