03/30/2021Ian Drummond
Module: Development 3.0 Effective: March 30, 2021 Action Required: None We have fixed an issue where households on a constituent did not match a household for the primary person or the spouse on the constituent record. We were only syn...
02/12/2021Ian Drummond
Module: Development 3.0 Effective: February 12, 2021 Action Required: None The "Giving Status" field on an opportunity record is automatically updated to "Gave" or "Pledged" if a donor has donated or pled...
02/11/2021Maria Lermond
Module: Development 3.0 Effective: February 11, 2021 Action Required: None In an effort to maintain constituent integrity, there are certain things that are prevented from calculating if the constituent has a duplicate record, s...
01/21/2021Maria Lermond
Module: Development 3.0 Effective: January 21, 2021 Action Required: None We have several Development 3.0 updates for you! Constituent Record Automatically Created when a Donor Changes on a Gift When a donor is updated on a gift reco...
12/10/2020Maria Lermond
Module: Development 3.0 Effective: December 10, 2020 Action Required: None Previously it was possible for a solicitor to be associated to a fundraising activity several times with either the same solicitor type or different, resulting...
12/02/2020Maria Lermond
Module: Development 3.0 Effective: December 3, 2020 Action Required: None We have several Dev 3 updates for you! The Summary We addressed discrepancies with total giving amounts on a constituent, opportunity, or for a fundrais...
11/25/2020Maria Lermond
Module: Development 3.0 Effective: November 25, 2020 Action Required: None We have added a Notes tab to all opportunity detail screens. The Notes tab highlight information about the notes related to this particular opportunity by colle...
11/06/2020Ian Drummond
Module: Development 3.0 Effective: November 6, 2020 As you may know, Composer requires the Person ID in a query in order to launch. Previously, constituents displayed in a single row, so emailing individuals was problematic. To enable yo...
07/29/2020Ian Drummond
Module: Development 3.0 Effective: July 29, 2020 When you are looking at opportunities, you are likely most interested in current ones, but sometimes historical ones may have a bearing on fundraising decisions. In response to your feedback, w...
06/20/2020Ian Drummond
Module: Development 3.0 Effective: June 22, 2020 We have added a Donations tab to constituent records. Find it in the Gifts section of person, household, and organization constituent detail screens. An example of the new Donat...
06/11/2020Ian Drummond
Module: Development 3.0 Effective: June 11, 2020 We have two small updates to share with you: 1. We have added the "By Primary Development Role" query as tab in on the General detail category for all fundraising activities.&n...
06/01/2020Ian Drummond
Module: Development 3.0 Effective: June 1 , 2020 Based on client feedback on our recent Development 3.0 updates, we are adding the "From Both" field back onto gift records. You will find the "From Both" field back on g...
05/18/2020Ian Drummond
Module: Development 3.0 Effective: May 20, 2020 We’re excited to share that we’ve optimized gift entry for schools using Development 3.0. It's coming in two days, so be prepared for a few changes to make your life easier!...
05/13/2020Ian Drummond
Module: Development 3.0 Effective: May 13, 2020 There are four updates to Development 3.0: Required Dates on Fundraising Activities (FAs): All fundraising activities now require a start and end date. For existing FAs that didn&r...
05/05/2020Ian Drummond
Module: Development 3.0 Effective: Wednesday, May 6, 2020 Action Required: None (but if you are on our Development 3 platform, you'll probably want to explore these new summary reports!) Summary An old summary report and a new on...
03/06/2020Ian Drummond
Module: Development 3.0 Effective: March 6, 2020 Action Required: None We’ve add a Classifications tab to the general opportunity and comprehensive campaign opportunity detail screens. Previously, the development classification i...
02/14/2020Ian Drummond
Module: Development 3.0 Effective: February 14, 2020 Action Required: None We are making a minor update to two queries on the My Opportunities homepage: Adding tasks to the Overdue and Incomplete query. Adding tasks to the Next 14...
02/07/2020Ian Drummond
Module: Development 3.0 Effective: February 10, 2020 Action Required: None When you update the target amount on the opportunity record of an annual fund or other campaign, the associated opportunities for the comprehensive campaign did...
02/06/2020Ian Drummond
Module: Development 3.0 Effective: February 7, 2020 Action Required: None We have received helpful feedback from many of you that objectives are generally not a focus of campaigns that aren't comprehensive, including the annual fun...
01/28/2020Ian Drummond
Module: Development 3.0 Effective: January 30, 2020 Action Required: None We have several Dev3 updates for you! We will be making the updates throughout the week. You will notice fields moved around a bit and updated in places, but no ...
01/09/2020Ian Drummond
Module: Development 3.0 Effective: January 9, 2020 Action Required: None We are updating some of the elements on the My Opportunities homepage to better fit your workflows. The Add Note button will move to where the Activity Log bu...
01/06/2020Ian Drummond
Module: Development 3.0 Effective: January 6, 2019 Action Required: None Summary We have several Development 3.0 updates for you! You can now associate a gift with multiple solicitors. You can quickly batch add constituen...
12/23/2019Ian Drummond
Module: Development 3.0 Effective: December 23, 2019 Action Required: None We have updated the query results when drilling into several pipeline reports. Find them on the Annual Fund and Comprehensive Campaign homepages, respectively...
12/16/2019Ian Drummond
Module: Development 3.0 Effective: December 16, 2019 Action Required: None We have improved the search feature when adding a solicitor to an opportunity. Previously, you were limited to people who were already solicitors on the oppor...
12/05/2019Ian Drummond
Module: Development 3.0 Effective: December 5, 2019 Action Required: None Summary We have made some improvements to giving amount calculations on an opportunity record. Previously, gifts associated with an opportunity were not creat...
12/04/2019Ian Drummond
Product: Development Effective: December 4, 2019 Action Required: None We have added two new mail merge-related links to the Development: Configuration homepage. Development: Configuration homepage Use them to...
10/30/2019Ian Drummond
Product: Development Effective: October 30, 2019 Action Required: None Today we have made three key improvements for Do Not Solicit: We've made it clearer how Do Not Solicit fields pass to Constituent records from ...
10/28/2019Ian Drummond
Product: Development Effective: October 28, 2019 Action Required: None Today we are updating the solicitor fields to be more flexible and clearly labeled in the system. Read on for more details! More Flexible Solicitor Fields...
05/12/2021Ian Drummond
Module: Development 3.0 Effective: May 13, 2021 We’ve added a new “Numeric Screening Value (Most Recent)” function field to the constituent and person query templates. If you have numeric screening values that you nee...
04/02/2021Ian Drummond
Module: Development 3.0 Effective: April 2, 2021 Action Required: None We have added a "Gift Type" option to the Constituent Filtered Giving function field: Pledges + Outright Donations . This calculates all pledges and pled...
03/30/2021Ian Drummond
Module: Development 3.0 Effective: March 30, 2021 Action Required: None We received feedback from schools that the objectives report on the Comprehensive Campaign homepage is not especially helpful. Based on those conversations, we are...
03/30/2021Ian Drummond
Module: Development 3.0 Effective: March 30, 2021 Action Required: None We have added a new field, "Total Donations," in the "Giving History" section on the Gift Details tab of constituent detail screens. This field...
03/23/2021Ian Drummond
Module: Development 3.0 Effective: March 30, 2021 Action Required: None We have a new function field called "Gift Date." Use it to query for the largest, most recent, or first gift received from the constituent for a certai...
02/18/2021Ian Drummond
Module: Development 3.0 Effective: February 22, 2021 Action Required: None We are pleased to roll out several updates to give you a far greater ability to decide how the system calculates lifetime giving, an important metric for your d...
01/25/2021Maria Lermond
Module: Development 3.0 Effective: February 12, 2021 Action Required: None The giving status field on an Opportunity (Dev 3.0) record will be updated to "Gave" or "Pledged" if the donor had donated or pledged money to ...
01/07/2021Maria Lermond
Module: Development 3.0 Effective: January 07, 2021 Action Required: None We have two Development 3.0 updates for you! Campaign Report query updates We have made adjustments to three reports in the "Other Campaign Reports" ...