Please Note: Beginning with the Platform // September 2021 release, new releases (including this one), will be designed for the next generation of the Platform. While there are some exceptions (hello, multi-factor authentication!), new features will not be available in Legacy. But never fear, we'll make sure we don't break anything in Legacy with the next generation excitement ;).
Haven't made the leap to the next generation yet? We've got lots of KnowledgeBase articles that walk you through the differences and highlight some of its awesome features. And you can always engage a Coach if you just need that extra Oomph (our coaches specialize in Oomph!).
Record Insights are here! You have data and Record Insights put the data important to YOUR church front and center, allowing your Users (casual to advanced) to see what they need to know in a compelling and actionable way. But that's not all! You can now configure email and mobile phone Record Facts to be actionable with a click of a fact. Oh, yeah, and some enhancements and fixes, too.
Records
Important! We recommend clearing your browser's cache as the changes in this update are large and often better enjoyed if you log in with a fresh start!
- *NEW* Record Insights provide flexible data visualization, putting your mission-critical information where it's most useful—on the record it is related to. Customizable, actionable, and just plain fun, Record Insights empower your Users to leverage the power of the Platform to get ministry done.
- Added subpage views so you can enjoy Record Insights right out of the box:
- New View: Recent Activity
- Pages: Contacts, Participants, Households
- Tab: Activity
- New View: Donation History
- Page: Donors
- Tab: Donations
- New View: Recent Attendance
- Page: Groups
- Tab: Events & Rooms
- New View: Registration History
- Page: Events
- Tab: Participants
- New View: Current Addresses
- Page: Groups
- Tab: Participants
- New View: Current Leaders
- Page: Groups
- Tab: Participants
- New View: Pledge History
- Page: Pledge Campaigns
- Tab: Pledges
- Added a warning if a User navigates away from a tab while editing.
- Added a Submit Series option when copying multiple records that trigger multiple workflow processes.
- Enhanced Record Facts so you can configure mobile phone and email addresses to be actionable with the click of a fact. That's right, you can click the fact to make a call or send an email. Note: You'll need to configure your Record Facts to take advantage of this enhancement. See View Rules to learn how.
- Enhanced Task Management so that tasks associated with deleted records will be deleted during the nightly routine.
- Enhanced Messages to display the email address of the Recipient in the "From" and "Reply To" fields.
- Updated the Select From Field Name on Background Check Types' Background Checks sub-page to Background_Checks.Contact_ID.
- Fixed an issue where Users without access to the main page were not able to access records associated with a task assigned from a corresponding filtered page. The user will be able to access the record based on their page rights.
- Fixed an issue where any field name containing "phone" only accepted numbers and formatted them as a telephone number.
- Fixed an issue where only the first 1,000 records were deselected when a saved selection was cleared.
- Fixed an issue where users were unable to export Selected Records.
- Fixed an issue where Security Roles were populating on the Attributes tab of the Participant's page.
User Interface & Navigation
- Added a label help for the Actions menu. Hover over the hamburger to see the "Actions" help.
- Enhanced the Recent Records panel height so that it is adjustable.
- Enhanced the Recent Records panel so the height preference and whether it is collapsed or expanded is remembered.
- Enhanced Tasks with updated spacing and icons for an improved tasks experience.
- Updated the About Dialogue copyright with ACS Technologies' information.
- Removed parentheses around the "s" in Recent Record(s). The panel is now titled Recent Records.
- Fixed an issue where search terms were retained when navigating to a different page.
- Fixed an issue where Dashboard age charts containing null ages added an extra column of null values in the drill-down view and returned an error.
- Fixed an issue where the final Dashboard chart was cutoff when viewing in mobile.
- Fixed an issue where scrolling stuck when navigating between List Layout pages.
- Fixed an issue where select all was not responsive in a Current/Unsaved Selection and Saved Selections.
- Fixed an issue where resetting a password returned the User to their User Profile rather than the login page.
File Management
- Fixed an issue where image resizing options were not available when attaching files in Firefox.
Task Management
- Added a Hide Task checkbox, allowing rejected tasks to be hidden and added to the My Not Resubmitted Rejected Tasks view.
- Fixed an issue where the Task dialog did not link to the associated record when the table name was in lower case.
Searching
- Fixed an issue where date filters added in the Advanced Search Tool were not saved when using Safari.
- Fixed an issue where the Advanced Search Tool date fields could not be edited on an iPad.
- Fixed an issue where the New Message Tool could not be launched with a large number of Group Participants.
- Fixed an issue where, when using column search on the Participants page, the User was redirected to the originally searched column.
- Fixed an issue where columns could not be resized on the Participants page.
- Fixed an issue where searching for a Contact in the New Message Tool took a significant amount of time to return results.
- Fixed an issue where records found using a search that included a comma were not saved in the Current/Unsaved Selection.
- Fixed an issue where more than 1,000 records were not searchable when impersonating another User.
API
- Enhanced API Wrapper to include new boolean parameter complexObject to support deep deserialization of sub-objects in GetRecord<> and GetRecords<>.
