Added a new cleanup capability to allow the user to choose the source date and time when formatting a date, giving the user greater flexibility with date decisions. Details can be found here.
Changed the order of buttons at the bottom of formula configuration, making Save Edits the default behavior. In order to apply edits and reprocess records in a formula, the user would click the down arrow beside Save Edits and choose the correct menu option.
Resolved issue where defined fields were causing records to be routed to a Needs Attention bucket instead of the ready bucket when triage setting fields matched between source and destination records
Resolved issue in single select check box list where items would sometimes get checked again after unchecking them
Added setting to define whether to pull gifts by date added, date modified, or gift date when sending gifts from RENXT
Added friendly exception when a value for Constituent ID is too long
Resolved exception saying a gift package code doesn't exist even if the gift package code is available
Added the ability to filter out non-constituents from searching when using the Salesforce Reports to RENXT Constituents formula type
Fixed an issue where a double quoted object name caused the Object Picker refresh to fail
Updated version of Object Relationship service for building object picker on client data source creation. The older version caused mapping to be lost when a new field was added to a promoted formula.
Fixed an issue causing the Object Picker to display fields from the source instead of the destination when using Salesforce (CRM) Reports to Salesforce (Endpoint) Any Object formula type
The Salesforce endpoint will no longer look at blank values as a data difference when matching records
Added participant first name, last name, and email fields to the TeamRaiser Gifts formula
Added a setting to filter Sustainers Formula based on Date Added or Date Modified
Salesforce Marketing Cloud
Added a new formula type, Update Data Extension, allowing users to update data within a single Salesforce Marketing Cloud data extension independent of Lists
Added a new formula type, Data Extension Update with RENXT Gifts, allowing users to update data within a single Salesforce Marketing Cloud data extension independent of List specifically using RENXT gift data
Users can now select multiple events within the Encompass Event Registrations formula type for all systems of record
Fixed issue preventing record link from opening Mailchimp record
Removed ETA transaction type from the Event Tickets formula type, separating Event Attendees into their own formula type
Added a new formula type, Engaging Networks Event Attendees, allowing users to import attendees to the system of record
Fixed issue preventing the creation of a VolunteerHub Event Registration formula
Flat File/Secure FTP
Resolved issue with Flat File and SFTP as sources where there was a delay of 30 seconds before starting the process of importing and processing records.
Post to General Ledger
Updated Salesforce filters to pull in more date fields from the Opportunity record to allow for flexibility in filtering across different date fields.
Updated mapping to allow for more than 1 transaction code to be mapped when sending to FENXT.
Resolved issue where posting to FENXT General Ledger could result in an error from the SKYAPI and the user is not made aware of the error.
Resolved issue where opportunities could be duplicated when pulling data from Salesforce.
Resolved issue when processing over 1000 transactions, some records are ignored, causing counts and total amounts to be off.