Devblogs
Updates and Information to keep everyone in the loop.
Reporting
Devblog 8 includes multiple changes and updates made within reporting
Reporting
Devblog 8
- Formatting and scrolling changes
- Column visibility options
- Ability to report on custom fields
Import
Tool
Devblog 7 includes changes and updates made within the import tool
Import Tool
Devblog 7
- Ability to upload custom fields in import tool
- Add data validation or warning message for copy & paste import tool
Workflow & Automation's
Devblog 6 includes one new addition to workflow and automation's
Workflow & Automations
Devblog 6
- Add date selector for Automation Action start and end date
Events & Fundraising
Devblog 5 includes new updates and changes made to events and fundraising
Events & Fundraising
Devblog 5
- Feature updates to events and fundraising modules
- Setup Checklist: Campaigns and Events
- Ability to delete campaign tabs
- Event Interactions in Activity - Ticket Buyer different to Ticket Holder
- Ticket Type Options
- Optional Required Fields for Custom Event Fields
- Redesign Event Registration Form
CRM
Devblog 4 includes updates and changes and some new features made to CRM
CRM
Devblog 4
- Ability to add multiple email attachments
- Ability to select CRM column display for People and Organisations lists
- Value filters added to list displays for all relevant modules
- Ability to filter “From” and “To” for all date columns
- Add last modified and relationships to merge tool modal
- Ability to send notification emails from Organisation
- Activity search functionality implemented
Appointments
Devblog 3 includes the changes and updates made to appointments
Appointments
Devblog 3
- Contact details in appointment for associated people
Tasks Module
Devblog 2 will include the updates made to the tasks module
Tasks Module
Devblog 2
- Feature to customise priority categories for Tasks
- Add "Creation Date" column to task list view
- Added value filter functionality
- Ability to filter “From” and “To” for all date columns
Finance Module
Devblog 1 will include changes made to the finance module
Finance Module
Devblog 1
- Finance Module revamp - including invoice updates and syncing
- Added summary records table
- Added a default template option
- Take Payment Screen