Updates: Core Foundation

Updates about CRM, Axiom, Portals, communications, calendars, employment, etc.

Update: Event Category Permissions for Users Tab

06/30/2021David Kopchick
Module: Core Foundation Effective:  June 30, 2021 Action Required: None We’ve added an 'Event Category Permissions for Users' tab on the General tab of Individual Event Category records. Here, you can grant indivi...

Update: New Security Roles to Restrict Axiom Access

06/23/2021Ian Drummond
Module: Core Foundation > Security Roles Effective:  June 23, 2021 Action Required: None As promised in the recent Core Foundation product roadmap update, today we are releasing two new security roles that allow you to restrict Axi...

Update: Query Reorganization on the Payments Processing Homepage

06/17/2021Ian Drummond
Module: Business Effective:  June 21, 2021 Action Required: None In response to customer feedback and to provide faster access to payment queries, we are making a change on the Payments Processing homepage. We are moving several queri...

Update: Three New API Endpoints

06/17/2021Ian Drummond
Audience: API Users and Partners Effective:  June 17, 2021 Action Required: None We are rolling out three new endpoints for the new Veracross API: Staff/Faculty Household Contact Info They provide the basic data that vendors typ...

Update: Color-Coded Severity Field Added for Close School Year Validation Checklist Items

06/14/2021David Kopchick
Module: Core Foundation Effective:  June 14, 2021 Action Required: None In response to customer feedback, we are going to start color-coding the pre-validation and post-confirmation checklist items in the "close school year"...

Update: "Today" Field on Query Templates

06/08/2021Ian Drummond
Module: Core Foundation Effective : June 8, 2021 Action Required: None Summary So that you can include the current date in a mail merge, we have added a new field, "Today," to person queries. You can find them in the "Misc&...

Update: Remember MFA Device for Seven Days

05/26/2021Ian Drummond
Module: Core Foundation > Multi-factor Authentication Effective:  May 27, 2021 Action Required: None Summary Multi-factor authentication (MFA) is a tool you can enable to protect your users in case their password gets compromised,...

Update: Bug Fixed Affecting Time Off Calculations for Staff/Faculty

05/20/2021Ian Drummond
Module: Employment Effective: May 20, 2021 Action Required: None We rolled out a bug fix to the way that staff/faculty time-off amounts are updated when they are approved. Previously, time-off requests were not correctly being deducted ...

Update: Salutation Display Logic for Spouses

05/11/2021Ian Drummond
Module: Core Foundation Effective: May 11, 2021 Action Required: None Action Recommended : Review your salutation configuration and make sure that formal and addressee salutations that are set to display both names are also set to display ...

Update: Composer Failed Email Feature Upgrade

03/24/2021David Kopchick
Module: Communications — Composer Effective:  March 24th, 2021 Action Required: None Action Recommended:  Inform communications staff of new workflows surrounding failed Composer messages. We've made improvements to th...