Release Notes

2017-06-06 Release Notes

NEW FEATURES
  1. Important Updates: Volunteers Module
    1. The following features have been added to the respective volunteer tables
      1. Volunteers Table (Volunteers > Volunteers)
        1. Export
          1. This export has the option to output the basic information you can find in a volunteer record (e.g., volunteer personal information), as well as signup and volunteer hours completed information to a spreadsheet.
        2. Enrollment Query
          1. This powerful filtering tool, already available on the People, Students, and Enrollments table, gives you the ability to filter for student and/or guardian volunteers with more precise control.
        3. Send Email
          1. The ability to email volunteers (and use volunteer email markers) directly from the volunteer table has been added.
        4. Mail Merge
          1. The ability to create mail merge letters for volunteers (and use volunteer mail merge markers) directly from the volunteer table has been added.
      2. Volunteer Signups Table (Volunteers > Volunteer Signups)
        1. Export
          1. This export has the option to output the activity signup, activity work log, and and volunteer personal information to a spreadsheet.
        2. Send Email
          1. This adds the ability to communicate directly via email with your volunteers about specific signup activities.
        3. Mail Merge
          1. This adds the ability to communicate directly via mail merge letter with your volunteers about specific signup activities.
    2. Misc. Work Logs for Events
      1. When adding miscellaneous work log hours to a volunteer record, you may now tie those work hours to a specific event. In the past you could not tie those hours to a specific event.
  2. Important Update: Contracts
    1. We have changed the BigSIS contracts to better represent split contract amounts. We have changed the contract to show ONLY the split contract amount someone is responsible for. For example, if two parents are responsible for $20,000 total in tuition, but each parent is responsible for $10,000 in tuition, each contract will now represent ONLY the $10,000 amount each is responsible for. In the past each contract would show the full $20,000 amount, rather than just the amount each parent is responsible for.
  3. Development Module
    1. The option to edit or remove manual donation payments from an invoice has been added. This option can be found when viewing the invoice for a donation and clicking on the “Payments” tab, select the payments you wish to remove and then click on the “Remove” button..
  4. Mail merge capabilities have been added to the following tables:
    1. People
    2. Leads
    3. Lead Applications
    4. Lead Contracts
 
FIXES
  1. Bulk Merge fix
  2. Fixed an issue that was not correctly removing a person from an address household salutation, if that person was the only person in the household. The system will now correctly remove a person from an address household salutation if they are the only person that is part of that address, and the salutation will be blank.
  3. An issue that was causing the title of a custom form fields to appear incorrectly on the Full Health Info Report has been fixed.
  4. We have remedied an issue that was not allowing the ability to view a student’s inquiry from their admission record.