Tools - March 2022
We're on a roll with tool time! This month, we're pleased to introduce brand-new and retooled tools.
New Tools
- *NEW* The all-new Copy/Reverse Payment Tool allows Users to copy and reverse one or multiple payments in the event of a refund or correction.
- *NEW* The all-new Copy/Reverse Donation Tool replaces the Copy Selected Donations actionable report and allows Users to copy or reverse donations in the event of a refund or correction.
- *NEW* The all-new Process Payments Tool replaces the Process Selected Payments actionable report.
- *NEW* The completely updated Inactivate Tool is a responsive and mobile-friendly way to inactivate one (or more!) Participants.
- *NEW* The new and improved Deceased Person Tool allows Users to identify and update records in a single action when an individual passes away.
Create Deposit Tool
- Enhanced the Create Deposit Tool to associate deposits with the Program's default Target Event, if one exists.
- Enhanced the Create Batch Tool to associate deposits with the Program's default Target Event, if one exists.
Add/Edit Company Tool
- Fixed an issue where a new Company could not be added using the Add/Edit Company Tool.
- Fixed an issue where the Add/Edit Company Tool could only be opened from the Contacts page.