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December 2024 Product Update Webinar Notes

This document contains information relevant to the December 2024 Product Update. This webinar was held on 12/5/2024. Everything covered in this webinar will relate to the product release which deploys the evening of 12/12/2024.

Please note, the information in the product release notes is crafted for the current release cycle only and is not updated to reflect future changes.
 

  Enhancements

akoyaGO with Accounting 

  • Donor Opportunities Banner
    • A new banner on the donor record alerts users if the system identifies a donor opportunity linked to the donor's gift.
    • If a gift matches an existing opportunity (e.g., a promised donation amount), users can now easily link the two records for better tracking
       
  • Program Budgets at Payment Level
    • Users can now assign program budgets directly at the payment level rather than being tied to the overall request.
    • Payments under a single request can be allocated to different program budgets for greater flexibility.
       
  • Fund Data Update Flexibility
    • Fields like fund type, fund class, and endowed status are now editable in CRM with multiple warnings to prevent errors.
    • Changes update the data across CRM and Business Central, reflecting all historical records.
       
  • Character Limit for Check Numbers
    • The check number field in requests and gift payments is now limited to 20 characters to align with Business Central’s constraints.
       
  • Gift Fee Forms Simplification
    • Enhanced visibility of certain fields based on fee types and calculations, replacing the business process flow with conditional visibility rules.
       
  • Ledger Updates
    • Changes to GL memos in CRM are now automatically reflected in the ledger lines, improving synchronization between CRM and Business Central.

 

GOapply

  • Automatic Phase Advancement
    • A new setting, “Advance to Next Phase Automatically,” lets users configure applications to move to the next phase upon completion of a previous one.
    • Especially useful for phases like interim reports or grant agreement processing.
       
  • Scholarship Reports
    • Added three new reports for scholarships:
      • Standard Scholarship Report: Displays reviewer data, conflict-of-interest responses, and scoring.
      • Scholarship with Weighted Score Report: Includes weighted scoring in the report.
      • Scholarship Totals Report: Consolidates total scores without individual breakdowns.
         
  • Registration Charity Search
    • Users can now enable or disable charity search options (e.g., for US, Canada, both, or none) during the registration process.
    • If no search region is selected, the system defaults to manual entry.

GOfund
  • Grant Recommendation Form Customization
    • Users can now configure options on the recommendation form:
      • Disable interfund grants to restrict recommendations to external organizations only.
      • Customize labels for fields like “Organization” and “Established Fund” to align with organizational terminology.
      • Add or disable fields for timing of grants, recurring grants, comments, and file uploads.
         
  • Improved Organization Information Display
    • When selecting an organization, the form now shows:
      • Address, EIN, parent organization, and tax status from CRM.
      • Users can propose address updates if the displayed address is incorrect


GOdonate

  • Hero Image Defaults
    • If no hero image is uploaded for the GOdonate site, the banner defaults to the background color defined in the theme settings.
    • This change ensures the site remains visually cohesive without mandatory image uploads.

 

Business Central

  • GL Memo Integration
    • Alterations to GL memos after payments are sent to accounting are now updated in ledger lines, ensuring accurate accounting records.

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  Bug Fixes

akoyaGO Applications

  • Alternate Address Handling
    • Fixed an issue where alternate addresses on contacts were not responsive to active dates.
    • Previously, these relied on the active address dropdown; now, they respect the date ranges specified in the Address 2 and Address 3 fields.
       
  • Canadian Postal Codes
    • Resolved a bug where Canadian postal codes displayed the incorrect city. The display now accurately reflects the postal code data.
       
  • Grantee Flag Locking
    • The "Grantee" field in the constituent and contact form headers is now locked to prevent manual editing.
    • This field is populated programmatically to maintain data integrity.
       
  • Non-Revenue Accounts for Gift Payments
    • Users can now select non-revenue accounts for gift payments, with a warning prompt advising against this choice for consistency.
       
  • Gift Payment Reversals
    • Resolved an issue where the "Cancel" button for gift payment reversals was still executing the reversal. This button now works as intended.
       
  • Bulk Gift Imports
    • Fixed a bug in the GOdonate transaction table where imported gifts defaulted to a "monthly" recurrence. The default setting is now "no recurrence.

 

​​​​​​​GOapply

  • Email Validation on Pre-Mapped Panels
    • Fixed an issue where email addresses with multiple periods (e.g., first.name.last.name@gmail.com) were incorrectly flagged as invalid.
    • Pre-mapped panels no longer validate email addresses, but manually added email fields still include validation.
       
  • Importing Users
    • Resolved a bug where imported users were not automatically set to “approved” status. Now, the default status for imported users is “approved” unless a different status is specified.

 

  • Review By Date Handling
    • ​​​​​​​Fixed an issue where a blank "Review By" date on reviewer assignments defaulted to a future date (24 hours ahead). The field now displays as blank if left unpopulated.

 

GOfund

  • Donor Portal Access Permissions Default
    • ​​​​​​​Fixed a bug where all permission settings for newly created donor access defaulted to "No." Permissions now correctly default to "Yes" unless otherwise configured.

 

Business Central

  • Deleted Funds
    • Fixed a bug where funds deleted in CRM were not blocked for posting in Business Central. Now, deleting a fund blocks its corresponding dimension in Business Central.
       
  • GL Memo Updates
    • Enhanced the synchronization between CRM and Business Central to ensure any altered GL memos are reflected in ledger lines after payments are sent to accounting.