Update Roundup - Q1 2024

New Features, Fixes and Improvements

  • Bug Fix: Fixed issue where Batch Statements were including even those that the amount due is $0,
  • Change: Dashboard Yahrtzeits now include those that were already notified.
  • New: Year End Letters have the option to choose which fields show on the Transaction List.
  • Bug Fix: Fixed issue where at times, the exports delimiter would be incorrect and use the comma even where international users have defined it as a semicolon.
  • improvement: Remove the FamilyID field from the PDF even if it is selected for exporting.
  • improvement: Password Change Email now includes name database name.
  • Bug Fix: Fixed issue where the Transaction Report would fail when generating the PDF file
  • Bug Fix: Fixed issue where the paymentDate field was not filled in email confirmation.
  • Improvement: From Name added certain email types (if possible) where they were omitted in the past.
  • Bug Fix: Fixed issue where calculating Leap Years for birthdays was done incorrectly.
  • Bug Fix: Fixed issue where email status was not being retrieved from SendGrid for limited email types.
  • New: Implemented automatic Yahrtzeit and Birthday notifications. This feature can be turned on and configured under Settings > Scheduler.
  • Bug Fix: Fixed issue where entering a new Note would have the Note Type not editable.
  • Bug Fix: Fixed issue where in a rare case the recipient would not receive the Yahrtzeit reminder email.
  • Bug Fix: Date range now correctly includes the start and end date themselves.
  • New: Began development on a Mobile App. Apps Initial release will provide phone contact integration.
  • Bug Fix: Year End Letter now correctly chooses the Primary address and related address settings.
  • Change: Many alerts and messages have been moved to the use a banner pop-out at the top right of the app.
  • Bug Fix: Fixes issue with showing Sent Emails correctly.
  • New: Implement requirement to use approved domains for sending emails.
  • Bug Fix: Fixes issue when dialing a phone number with a + prefix.