Sep 14

Updates to the Contributions API

Improvement
       Hayley Killalea

Updates included: Ensuring that custom fields are sent on the line items in the response from the API and the data in a webhook.

Allowing users to filter the contributions index api endpoint by the following filters:

  • ordered_before
  • ordered_after
  • updated_before
  • updated_after

Updated documentation can be found here - https://developers.givecloud.com/api/contributions/

Sep 10

"Cancelled Date" is now available on the Recurring Profiles export

Improvement
       Hayley Killalea
Sep 9

Wonky coding displaying in the donor portal has been fixed

Bug Fix
       Hayley Killalea

Two issues fixed:

  • "My Tax Receipt" browser tab title
  • "Add a Payment Method" button on in the recurring payment tab
Sep 9
Target go-live
Sep 8.

The use of shortcodes is now supported in the biography section of a sponsee profile

Improvement
       Hayley Killalea
Aug 30
Target go-live
Aug 26.

DonorPerfect Sync: Preventing Duplicate Gifts

Improvement
       Hayley Killalea

Previous Behaviour: When we attempted to sync contributions and create gifts in DonorPerfect (DP), sometimes the request would fail on the DP side. When this happened, Givecloud couldn't tell at which stage the request failed. The gift could have been created or it could not have. If the gift was created, we had no way of knowing the relationship between the gift in DP and the gift in GC. This meant that, upon failure, when we attempted the sync again, a duplicate gift would be created.

Updated Behaviour: When we push our contribution info to DonorPerfect to create a new gift, we now pass a new piece of information that will help us reconcile the gift in case of an error. When sending the request to create a gift in DonorPerfect, we now pass a reference into the GIFT_NARRATIVE field in DonorPerfect. Before sending the request, we look up gifts in DonorPerfect that have a reference to the item we’re trying to create. If one exists, we will link the item to that gift rather than create a duplicate. After a sync failure/disruption, the sync is only retried once, 5minutes later. Currently, this only applies to contributions and not to recurring transactions.

Aug 30
Target go-live
Aug 27.

Locale (French): Update to make sure translated elements fit within buttons

Bug Fix
       Hayley Killalea
Aug 27
Target go-live
Aug 27.

Sponsorship Language Overrides

New
       Hayley Killalea

The button labels you can now override:

  • My Story (on the profile page)
  • My Profile (on the button on the list of children)
  • Sponsor Me (on the button when a child is not sponsored / profile)
  • Sponsored (on the button when a child is already sponsored)

To find these override settings, head to Features > Website > Site Design and click into the Sponsorship tab.

Aug 4

New Website Languages Available (es, fr)

New
       Kory Gorsky

Your public facing supporter website can now be shown in one of three languages: English (US - default), Spanish (MX) or French (CA).

Head over to your organization settings to choose your locale.

A couple of notes:

  • This will affect all of the system generated text on your public facing web pages (not the administration area).
  • We do not support multi-lingual sites as of now.
Jul 1

Pinned Menu Items

Improvement
       Andrew Hillier

In your profile, you can now add "Pinned Menu Items" to the left menu bar to easily access your most used links.

You can either go to your User Profile or hover over the "Pinned" section on the left menu and click "Add / Remove Pins".

Once on your profile, you can choose any of the items from the Main Menu to appear as a pinned menu item:

Jun 17

Fixing an Issue with Sorting Goal Progress in P2P Fundraiser List

Bug Fix
       Tim Robertson

There was an issue where sorting the P2P Fundraiser list by the goal progress wasn't working properly. This has been resolved.

Jun 15

Changes to the Supporter's Screen

Improvement
       Nicolas Gominet

Visual changes have been made to the Supporter's screen to make it easier to find what you need.

Jun 15

Filter Improvements for Lists!

Improvement
       Philippe Perusse

We've cleaned up the filters in most lists so they have:

  • better alignment,
  • clearer labels,
  • clutter the screen far less when not in use, and
  • are more functional on smaller screens.
Jun 7

Four New Supporter Filters

New
       Kory Gorsky

We've added four new filters on the Supporters (Accounts) list.

  • Recurring Payments filter allows you to find all your recurring donors, all donors with suspended recurring payments and all donors with expired recurring payments.
  • First & Last Payment Date filters allow you to find new donors, active donors and lapsed donors based on the first time or last time they made a payment.
  • Donor Portal Activity filter allows you to find all your supporters who use your Donor Portal.
  • Payment Method filter allows you to find Supporters who have a valid payment method, those who have a payment method expiring soon, and those with no valid payment method.
Jun 7

Archive Supporters (instead of delete)

Update
       Josh Bloomfield

We've improved supporter management so you can Archive instead of Delete supporters. This will allow you to safely archive supporters who are no longer engaged without impacting your historical data.

© 2020 Givecloud Inc