Tools - Released September 16-17, 2024
You can now sort your Event Groups alphabetically in the Group Attendance Tool, and we made some improvements to make sure all your tools run properly to keep your database ship-shape!
Group Attendance Tool
- The Group Attendance Tool now sorts available Event Groups alphabetically rather than by Group_ID. This will save you some time and make it easier to find a Group if your Event has several Groups assigned to it.
Add A Payment Tool
- Fixed an issue in the Add A Payment Tool where event registration invoices with more than one registrant but only one internal event scholarship marked the invoice as Paid in Full. Now, your invoices will only be marked Paid in Full when all the registrants completely pay for the event they registered for. This ensures you're not missing any revenue - which, of course, is better for your bottom line.
- Fixed an issue where the Audit Log didn't display applicable On Behalf Of information for payment records. Now you'll have record of who did what for whom and when - whew!
Add/Edit Event Tool
- Fixed an issue where the Add/Edit Event Tool duplicated new Events even if you didn't want it to be a recurring event. Now you should have fewer Events to manage, and they should only be recurring events when you make them that way.
Add/Edit Family Tool
- Fixed an issue in the Add/Edit Family Tool where the cursor jumped out of order when tabbing through fields to enter data.
- Fixed an issue where you couldn't search for people that have email addresses with special characters in it. Looking for Gary+BarbSmith@gmail.com? Now you can find them!
Add/Edit Sacrament Tool
Note: This tool is available in Catholic instances only. But, we know that other denominations track sacraments and may need to mass enter information. If that's you, please let us know how we can serve your needs by entering your feedback on the Idea Board.
- Fixed an issue in the Add/Edit Sacrament Tool where the All drop-down list didn't include Deceased records. Now you can be sure to still include any deceased loved ones in your members' special moments.
Assign Participant Tool
- Fixed an issue in where if someone registered for an event online and they entered more than a five-digit zip code, the tool would default to the state on the event location. This helps keep your registrations and subsequent records accurate!
- Fixed an issue where the Assign Participant Tool didn't assign the invoice or payment records when notes matched in all the records for adult paid registrations. Now, if the notes match exactly, the tool assigns the invoice and payment to the same Contact_ID related to the Event Participant.
Background Check Request Tool
- Fixed an issue with the Background Check Request Tool where an "Unexpected error occurred!" message displayed when you attempted to use Verified First to run the tool on any Contact.
Certification Tool
- Fixed an issue where the Certification Tool produced an internal server error when you submitted a certification request to MinistrySafe. Now you can submit your request to MinistrySafe and create the Participant Certification record without any errors.
Donations and Pledges Import Tool
- Fixed an issue where the Donations and Pledges Import Tool wouldn't reimport an error file more than once. Now you can download new error files and reimport these files as many times as you need!
Form Editor Tool
- Fixed an issue where the Form Editor Tool displayed a warning to save the form you're working on even if you just saved it. No more second guessing if you saved your changes!
Split Household Tool
- Fixed an issue where the Split Household Tool only displayed the first 20 Households matching the name you search. While we hope you don't have too many Anderson families in your organization, we figured we should fix this for you anyway!
Trim Selection Tool
- Fixed an issue where the Trim Selection Tool wouldn't trim a selection after you selected all Contacts or Participants. Now back to your regularly scheduled tool usage!
- Fixed an issue where the tool didn't remove all Group Participants from a selection at one time.