Updates November 2021

November 19, 2021 in Features

Our latest update for November is live and we wanted to give everyone an update of all the new features.

Events – New Interface

Events are now sorted by Start Date and with new tabs for Upcoming and Past Events. Along with our integration notes, External Events are in the External tab if you have any integration setup with Action Network or Mobilize.

Updated PhoneBurner Experience

We updated the PhoneBurner experience for those using that integration. The PhoneBurner team setup sharing their disposition from our account along with Custom Fields to make it easier to get started. We do ask that you only use the sign up link our support team gives as those disposition and custom fields are automatically shared with it. Any other signup for PhoneBurner requires our support team to put in a ticket with PhoneBurner to manually link the accounts.

New Import Experience

A common question our support team has received is to view past Imports, download old Import files and view any errors associated with the import. We are launching a new Import experience next month to help with these questions. You can view how many records were processed, added, or in error along with if the import is in process or complete. Imports can also have names and you download old Import Files. We may decide to only keep old imports for a certain timeframe to help clear up space.

Importing Contributions

Along with these changes, you will be able to import Contributions without having to contact the Support team. Our Support Team has been using this feature internally for weeks now and it is working great. You have the option to also attribute contributions to an Attribution Code as part of the update. Dates can be somewhat of an issue with excel files (or even for genetic scientists it seems in excel). We recommend uploading contributions in csv format and our supported date formats are listed under the Import Best Practices link.

Add an Import to a List

Another common request is that once an import is imported, sometimes adding it to a list was missed. You can now go back to an Import and use the Action menu to add the import to a list.

Self-Signup

Internally we have been testing our new signup process. It still needs a few more features and we will be ready to release it. Most sign-ups will still need approval by our Support Team to make sure no one signs up and gets an account that doesn’t qualify. Sign-ups currently take 4-48 hours depending on the account and we want to get that under 2 hours.

Bug Fixes

Depending on the amount, you may not have been able to enter an itemization, for compliance purposes, without contact support. We have changed this verification logic to allow for more compliance use cases.

The caret on some inputs in the Universe Search did not properly align with the text. This has been updated.

Attribution Codes searching in Universe Search and Segments was updated to a new input to fix compatibility issues with Safari and make searching easier.

The search icon on a popup for adding a Person to an Organization was updated to our latest styling.

The Contribution Report was slow for accounts with a large number of custom fields. This was resolved and performance of the report is back to normal for all accounts.