Updates: Development

Here are updates that pertain to our Development 2.0 platform. Click here for Development 3.0 updates.

Update: Soft Credit Update

04/16/2021Ian Drummond
Module: Development Effective: April 16, 2021 Action Required: None Attempting to insert an organization donation associated with a matching pledge sometimes failed due to a duplicate soft credit record. Specific soft credit configuration s...

Update: Profile Codes Properly Display for Recurring Donations in Online Giving Forms v2

03/30/2021Ian Drummond
Product: Development > Online Giving v2 Forms Effective:  March 30, 2021 Action Required: None We just fixed a bug in which profile codes have not been displaying on recurring donations in v2 online giving forms. Now they do!  ...

Update: Development Homepage Renamed to Development 2.0

11/02/2020Ian Drummond
Module: Development Effective: November 2, 2020 Action Required: None To make the distinction between Development 2.0 and 3.0 clearer for schools on the newer 3.0 module, we have updated the name of the legacy Development homepage to "...

Update: System Groups For Fundraising Activity Segments

10/08/2020David Kopchick
New system groups have been added for schools using Development 3 to reflect the different segments used in fundraising activities. These new system groups can be used for a variety of purposes; from targeted mailings through constituent reports to filtering in advanced reports.

Update: Opportunities Now Switched to "Include in Reports" When Associated Fundraising Activity Is Set As Active

10/06/2020David Kopchick
Previously in Development 3, when the status of a fundraising activity switched to Active you would still need to manually update all associated Opportunities to Active one-by-one or in batch. Now, once a fundraising activity is set as Active, all solicitable opportunities associated with that fundraising activity are automatically marked as Active, as well.

Update: New Option to Remove Pledge Matching for Online Giving v2

06/10/2020Ian Drummond
Module: Online Giving Forms (v2) Effective: June 10, 2020 Action Recommended : If you use online giving forms (v2), you can configure them to exclude the "Apply to Pledge" step of the online giving process.  Summary In resp...

Update: New Accounting Fields Added to Donation Import Template

02/18/2020Ian Drummond
Product: Development + Project Accounting Effective:   February 18, 2020 Action Required: Update any existing donation CSV templates with these two new fields. We are adding two optional accounting fields to the donation import template...

Update: New Integrity Check for Adult Siblings and Children in the Same Household

01/06/2020Ian Drummond
Product: Core CRM Effective:  January 6, 2019 Action Required: None Adult siblings or adult children in the same household can potentially lead to problems with household data. For example, calculating the primary development role (PDR)...

Update: Pledge Date for Unassociated Donations Fixed

12/06/2019Ian Drummond
Module: Development Effective:  December 5, 2019 Action Required: None Have you ever run a "Find Donations" query, pulled in the "Pledge Date" field, only to notice a random pledge date for donations with no associat...

Update: Mail Merge Links Available

12/04/2019Ian Drummond
We have added two new mail merge-related links to the Development homepage.