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An overview of last night's updates is below:
Reporting:
- We've added a Report that allows you to view all of a contact's Family Relationships.
- Notes were being cut off at the bottom of the page in some cases on the Notes by Contact Report pdf and long note formatting, e.g. paragraph breaks, wasn't always honored on these either. Honor and end-of-page integrity have been restored.
- On the Birthday Reminders Report, the Filter text for Days in Advance now functions correctly when selecting the "365 days in advance" option.
- We've fixed the Calendar Month View Print option, where Activities that started and ended on different days were only printing on the day they started on.
Integrations:
- The Send to MailChimp option available as a Bulk Contact Option from your Advanced Search page now displays your existing MailChimp lists in alphanumeric order, as any good list should be displayed.
- We've added a "Reset Integration" option to settings for eMoney users. This allows you to clear the connection and set up differently, should you desire to do so.
- We've fixed a 500 Error users sometimes received when clicking on Social / Twitter link.
Workflows:
- Workflow Tasks on your Calendar now display any Linked Contacts for the Task via Tooltip when you hover over them.
- When updating an Open Workflow Task from within a contact record, the update wasn't displayed until after a page refresh. That click has been eliminated.
- Inactive Workflows were showing in Automations Menus. Since Inactive Workflows aren't available for use until activated, this confusion has been removed.
Activities / Calendar:
- When completing an Activity, the Activity's Notes in some instances were displaying Pacific time rather than the time zone indicated by users within their Site Preferences. This is no longer the case.
- We've fixed an issue where changing one's TIme Zone could change an all-day activity to span across days.
- We've fixed another issue where Activity Times could not be edited at narrower browser widths (800px).
Miscellaneous:
- A Date Picker is now an available Value type for User Defined Fields, allowing you to standardize the formatting of date values for UDFs that require them.
- When adding a Spouse to a contact's Family from the contact's Family page, the screen now refreshes automatically so that the Change Head of Household option is immediately available.
- We've resolved an issue where some merge fields weren't always pulling as expected for individual emails when using the internal email client.
- We've fixed an issue for some users where accounts had to be edited/linked twice in order for the account's balance to be immediately reflected.
- The Contact Age Distribution Chart was including Deleted Records in its calculations. It no longer does.
- Similarly, the option to show non-primary joint accounts was sometimes displaying accounts for deleted account owners. Those accounts are no longer displayed.
Happy Thursday!
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