Please review the latest features, improvements, and more:
- New Features and Enhancements
- Improvements and Bug Fixes
- Tips and Best Practices
- Frequently Asked Questions
New Features and Enhancements 🚀
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New View Calendar on Timeslot Event Page
- Description: The timeslot event page now provides a quick view to available times and to be able to see and cancel your registrations via an embedded
- How to Use: The user clicks on the 'registered' block on the calendar to trigger a pop-up module that asks if they would like to cancel the registration. Admins can click on any occupied slot of time to view all registrants. They can select a specific user to trigger the pop-up module as well.
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Active Courses Added to Impact Summary
- Description: Impact summaries were only displaying completed courses. This has been updated to include impacts that belong to courses that are currently active.
- How to Use: Any user logged into their GivePulse account with verified impacts will be able to access their impact summary. Click on your profile icon in the top-right corner, then select 'Impact Summary' in the dropdown. The PDF that generates will display all verified impacts associated with the account.
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Donation Column Added to Manage Users Grid
- Description: Under Manage Users in the admin grid, admins now have an additional column 'Last Donation Date' that can be added to their grid view.
- How to Use: To add this column, an admin must navigate to the Manage Users grid within their group. Use configure layout to show or hide different columns on the grid. From the list of columns, select 'Last Donation Date' and click 'Save' to display this information.
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Link Authorize.net Accounts
- Description: Account admins can link existing authorize.net accounts to their current set-up with the added button to initiate a link.
- How to Use: Select 'Sign-In' to link and complete necessary details to link an existing merchant account.
Improvements and Bug Fixes 🧰
- Waiver Uploads: In New View, all waivers uploaded to an event were not generating on the event's page. This has been resolved.
- Custom Field Inconsistently Displayed: For ticketed events, custom field responses were not populating correctly on user's payment confirmation email or payment order page. This has been resolved.
- Grant Submission Email Changes: Confirmation emails have been made simpler and do not link back to a group's page by default.
- Blind Review Email Update: When selecting that the review process of surveys with reviewers is a blind review, the name of the submitter is removed from the notification email sent to the reviewer.
- Impact Summary Timeout: For users with large amounts of impacts, the impact summary was not loading. This has been resolved.
- Event Registration with Linked Survey: Users were not getting emails to complete a linked survey from an event registration. This has been resolved.
- External Registration via Mobile App: Users wishing to complete external registrations via the GivePulse mobile app should be able to do so without error messages. Now, the
Tips and Best Practices💡
- Data Sync Care: Be careful to not use API calls and SFTP sync simultaneously for the same information. The SFTP sync will override any changes made via API.
Frequently Asked Questions ✏️
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Why is the start date on the Manage Impacts Grid off by a day on certain impacts?
- Answer: The date and time saved with an impact are based on the user's timezone within their account settings. Similarly, when an admin views impacts, they are viewing impacts based off the timezone from which is selected in their account settings. For impacts that are timestamped at midnight, if an admin and the user are in different timezones, it's possible they may view a different date for the impact.
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