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Tools - May 2022

It's tool time - all the time! This release includes a whopping six new and improved tools, not to mention some enhancements and fixes.

New Tools

  • *NEW & IMPROVED* The Add/Edit Family Tool allows Users to quickly and easily add or edit Contact and Household records.
    Important: The Add/Edit Family 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.
  • *NEW & IMPROVED* The Assign Donor Tool allows Users to quickly review and assign donations initially assigned to the Default Contact record to an appropriate Donor record.
  • *NEW & IMPROVED* The Assign Envelope Number Tool allows Users to assign the next available envelope number to one or multiple donor records.
  • *NEW & IMPROVED* The Connection Card Tool is a single-screen tool that allows Users to log multiple contact points for one person at the same time.
  • *NEW & IMPROVED* The Event Metrics Tool allows Users to quickly add multiple metrics to an Event in a simple, intuitive form.
  • *NEW & IMPROVED* The Reset User Security Tool resets a User's Contact and User GUID in the event that they share a personalized link.

Add/Edit Company Tool

  • Added an informational message to the Add/Edit Company Tool. Tap the information icon (it's an "i" in a circle) to see helpful information about the tool.
  • Fixed an issue where the Add/Edit Company Tool could only be opened from the Contacts page.
  • Fixed an issue where the Add/Edit Company Tool would return an error when a nine-digit zip code was entered.

Process Payments Tool

  • Enhanced the Process Payments Tool to allow up to twenty-five chargers in the Assign Merchant Batch field.