Final Release
Features
Backend
- Australia Post background barcoding moved to Profiler Core from Profiler Classic
Client Management
- Volunteer Entry Dates on Approved, First Contact etc migrated to modern date selection dialog
- Volunteering Contact Date if earlier than Client Entered On date will update the Entered On
- Date for the client to that of the Contact Date
- New Client Entry now supports multiple client tag selection
- All client attachments are stored in AWS rather than on a specific Profiler cloud server
- Client Financial Statements now support the display of custom field merge fields
- Add option to clear the Stripe calculated fee on the Client > Payment to allow Profiler to re-fetch the fee from Stripe
- Subscription centre Onboarding & Expiry now has 4 actions stages rather than the previous 3
- You can now create a specific Interaction Type to be created when a unsubscribe action happens on a mailing list or email generally.
Setup section
- Instant Receipt setup terminology improved to explain better what each option means
Reports
- Report CLI001 upgraded date controls to modern date selection dialog
- Report PAY007 upgraded date controls to modern date selection dialog
- SRC002 report now shows Qty if the site is configured to run Qty displays on payment entry
Integration / RAPID
- Message Track Data all now handled by Profiler Core (Opens, Clicks etc)
- FundraiseUp External Sync now will use PLG and OLDON based upon regular or one off giving
- Stripe fee calculations will now look at refunds along with standard payments
- Added Client Tag as an option coming in from RAPID / Websites allowing customers to add a client tag from the website transaction
Special Events
- Special Event Snapshots now run from Profiler Core, these are the 2 minute historical snap
shots that feed the hourly email and analysis screens
Sales
- Sales PDF export allows the option in Setup to hide the Bill Smooth option
Utilities
- Added new import in Utilities > Data Import for Function Attendance
- Added new import in Utilities > Data Import for bulk Address details update
Fixes
- Width of Social Media Messages will now wrap around the screen if a long message is received without spaces in the message
- Australia Post barcoding queue not always clearing / gets stuck
- Icon for a client category selection would crash if the icon selected is empty
- Xero settings would not save the tick box for “Create new clients on each transaction”
- Financial Statements that used a 2nd page would display text on page 2 that showed css incorrect text
- Fixed that receipts and Transactional Emails would not send to a client who was on the master unsubscribed list
- Not all fields showing correctly when you have turned off specific fields for all users on report output generation
- Next Due Date logic improved on RAPID MEM payment calculations when somebody is paying a lapsed membership or a customer has a specific date to pro-rata a payment to
- RAPID payment duplication when an external reference ID is provided by a third party and sent again, sometimes a duplicate payment would be created rather than an existing one to be updated
- Mandrill Unsubscribe would not show correctly on statistics inside Email Campaigns