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.