Product Update Webinar Introduction: Marni welcomed everyone to the October 2024 product update webinar, reminding participants that the changes discussed would be pushed out that evening and reflected in their systems the next morning.

• Welcome and Agenda: Marni welcomed everyone to the October 2024 product update webinar and outlined the agenda, which included housekeeping, known issues, non-accounting app bug fixes and enhancements, and accounting bug fixes and enhancements.

• Release Timing: Marni reminded participants that the changes discussed would be pushed out that evening and reflected in their systems the next morning.
   

Known Issues and Recommendations: Marni addressed known issues, including users receiving generic errors when trying to open records and GOsupport registration or sign-in errors. They recommended clearing the browser cache to resolve the record opening issue and reaching out to Account Managers for urgent GOsupport registration issues.

• Generic Errors: Marni discussed the issue of users receiving generic errors when trying to open records, recommending clearing the browser cache as a solution.

• Support Registration Issues: Marni addressed GOsupport registration or sign-in errors, advising users to ask team members to submit cases if they encounter issues and to reach out to Account Managers for urgent matters.

• Active Fixes: Marni assured participants that the team is actively working on fixing the GOsupport registration issues.
   

Non-Accounting App Bug Fixes: Marni detailed several bug fixes, including issues with letter template session names creating duplicate folders in SharePoint, Canadian address entry errors, and default font settings in email activities.

• Duplicate Folders: Marni explained that a bug causing letter template session names with apostrophes to create duplicate folders in SharePoint has been fixed.

• Canadian Address Entry: Marni mentioned that a bug where akoyaGO wasn't properly capturing city names in Canadian addresses has been resolved.

• Default Font Settings: Marni noted that users can now set their default font and font size in email activities, resolving a previous issue.
   

Enhancements in Non-Accounting Apps: Marni discussed enhancements, such as removing the logic that auto-filled addresses on new contacts and adding tooltips to fields in core entities like contact, constituent, payment, and requirement request.

• Address Autofill Removal: Marni explained that the logic that auto-filled addresses on new contacts created from within the constituent record has been removed to reduce the need for manual changes.

• Tooltips Addition: Marni announced the addition of tooltips to all fields in core entities, including contact, constituent, payment, and requirement request, to provide helpful information to users.
   

New Contact Forms: Marni introduced new contact forms for accounting and non-accounting clients, explaining how to switch to these forms and the importance of migrating custom fields by February 2025 to avoid script errors.

• Introduction of Forms: Marni introduced new contact forms tailored for accounting and non-accounting clients, explaining the need for different forms due to varying data capture requirements.

• Switching Forms: Marni detailed the process of switching to the new forms, either individually or system-wide via Power Apps, and emphasized the importance of migrating custom fields by February 2025 to avoid script errors.

• Customization Migration: Marni clarified that any custom fields added to the old contact forms need to be manually copied over to the new forms by February 2025 to prevent script errors.

• Form Deprecation: Marni noted that the old contact forms will be deprecated by the end of February 2025, and any existing client configurations should be copied over to the new forms by then.
   

GOapply Bug Fixes: Marni highlighted bug fixes in GOapply, including issues with flows for adding requests to review groups and bulk import reviewer flows failing when the review group didn't contain data.
 

GOapply Enhancements: Marni mentioned enhancements in GOapply, such as storing applicant and primary contact values in the review group application record and removing the GOapply settings field from the reviewer bulk import form.
 

Accounting Bug Fixes: Marni covered accounting-specific bug fixes, including the issue where the "send to accounting" button was disappearing from payment views when records were selected.
 

Accounting Enhancements: Marni discussed enhancements in accounting, such as relabeling the recurrence field on the gift entity to "auto create next gift" and creating a new recurring gift entity for GOdonate.
 

Business Central Bug Fixes: Marni addressed bug fixes in Business Central, including updates to the bank deposit form and the bank account reconciliation test report.
 

Business Central Enhancements: Marni discussed enhancements in Business Central, such as updating the language for printing checks without selecting the computer check option and showing outstanding transactions as of the statement date.
 

GOdonate Enhancements: Marni introduced enhancements in GOdonate, including adding a gift payment subgrid to transaction records and a register button next to the sign-in button on the checkout page.
 

Recurring Donations in GOdonate: Marni demonstrated the new recurring donations feature in GOdonate, explaining the frequency options, user registration requirements, and the ability for users to manage their recurring donations.

• Feature Introduction: Marni introduced the new recurring donations feature in GOdonate, explaining that users can choose from weekly, monthly, quarterly, or annual donation frequencies.

• User Registration: Marni emphasized that users need to be registered to set up recurring donations and manage them through the GOdonate UI.

• Management Capabilities: Marni detailed the management capabilities for users, including the ability to pause, resume, cancel, and change the fund, frequency, next occurrence date, and donor for their recurring donations.
   

Recurring Donations User Interface: Marni showed the user interface for managing recurring donations, including viewing active and inactive donations, pausing or canceling donations, and changing donation details.