A number of improvements were made to how the Constituencies/Roles of Donor Profiles are calculated and displayed throughout the system, including how Constituencies/Roles are shown in Donor Profiles and Donations. Filters in the Donor Profiles, Donations, and People tables were all updated to more efficiently search for Constituencies/Roles. Exports of Donor Profile Constituencies/Roles from the Donor Profiles, Donations, and People tables have also been updated to better display Constituencies/Roles.
Secondary addresses can now be exported from the People table using the Person Query - Full datasource. Check out this article for a reminder on Exporting Data.
The user interface had a number of refinements in both the SIS and TM sites. These included margin spacing issues, spelling and grammar errors, and visibility of pop-up windows and lists.
Viewing options on tables in the TM module have been updated to include Record Count and the ability to Load All Records.
New filters have been added to a number of tables in the TM module. The Leads and Lead Agreements tables now include the ability to filter by Enrollment Period as well as the status of an agreement.
Bug Fixes
Removed mismatched alert from Donation Email Reconcile Alerts.
TM wasn't syncing properly to SIS when adding a missing signature in TM. SIS Portal now correctly shows when a signature is required by TM module.
Fixed a bug that was syncing family members into TM multiple times.
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