Features and Issues Fixed in this release Fix – Xero invoice status not showing on Client > Payments if using Modern Core Integration (PC-265) Fix – CLI040 failing if Org Type is not defined (PC-264) Fix – Cannot save Template 4 on regular payments automation (PC-263) Feature – Add Totals…
Features and Issues Fixed in this release Fix – New Client in PrizeFiler does not take preferred contact method (if set) as the default (PC-257) Feature – Add Qty / Each options onto receipts, payments and reporting (if enabled) (PC-260) Feature – Add Xero Account overrides to Invoicing for Sales…
Features and Issues Fixed in this release Fix – When taking a simplify token payment it mentions Stripe (PC-255) Fix – When duplicate source codes appear in security permission – DEP will crash (PC-253) Fix – Sales Invoices not being watched for status updates (PC-252) Fix – Payment Delete is…
Features and Issues Fixed in this release Fix – Add default membership frequency for RAPID import (PC-243)
Features and Issues Fixed in this release Feature – Add TOTP email codes (CORE-89) Feature – Add Client Site Name and Client Tag to search results (CORE-88) Feature – Add Receipt Name Fixer (like Support on Classic) (CORE-87) Feature – Add Variables and Settings Viewer to Support Tools (CORE-86) Feature…
Features and Issues Fixed in this release Fix – Duplicate Clients crash when clients have roles (PC-242) Fix – CLI040 report fails if Link Description contains a quote (PC-241)
Features and Issues Fixed in this release Fix – Month End Processing – Incorrect showing # of clients in this month (PC-239) Fix – Simplify Token Payment will not charge on regular payment (PC-237) Fix – Xero Automated DEP – use new DEP URL core for push (PC-235) Feature –…
Profiler has a system called Quick Interaction System designed for having a list of saved clients that can be contacted by your staff – for interaction record or donation processing. Once you have your saved lists of clients – this document will outline how to use QIS (Quick Interaction System)…
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