New Features Version 3.1 - esit.com.au

New Features Version 3.1.3

Module Area Option Description VersionFix

Dev

Support -

Ticket #

Key

Feature

1 Data Tools Dedupe Rules Sounds Like

New Phonetic Searching 'Sounds like' option now available in search

type drop down after selecting Surname / Organisation when

maintaining the dedupe rules. NOTE that all existing rules have been

automatically modified by this upgrade i.e. a full surname / organisation

search has been replaced by a sounds like search thus also finding

surname / organisations which sound similar to that which has been

entered.

V3.1.3 Dev. (OXT-253196) Yes

2 Event BookingsRelated

Contacts

When making a booking, and choosing to associate related contacts to

the places on that booking, you are no longer presented with a picklist of

these relations to select from. Instead, you are presented with a list of

relations, with a new column to allow users to associate the appropriate

attendee type with each contact. The default choice being '***

Unallocated ***' meaning that the contact is not to be allocated to a

place on that booking. This change was necessary to accommodate the

situation where different attendee types are associated with a booking

e.g. adult and child places as the check box facility did not allow for the

correct assignment of contacts to such places.

V3.1.3 Dev. (IYD-288134) Yes

3 Finance Batch

New stage in batch workflow 'In Checking'. You will need to either use

the new Import Results file utility to import transaction results from the

bank or manually set payments as successful using the multi selection

option 'Set Payment as Successful'.

V3.1.3 Dev Yes

4 Finance Batch Information

Batch payment list no longer refreshed after each payment entry (to

improve performance). Closing payment form will refresh along with

new refresh button above list

V3.1.3 Dev Yes

5 Finance Batch InformationEFT file /

Paying In Slip

Credit Card Encryption All credit card numbers stored in thankQ will

now be encrypted. This is to ensure that thankQ is PCI compliant. Once

a batch is Approved the credit card is encrypted. This means that if the

EFT file or the Paying In Slip is created after the batch is approved

then the Credit Card numbers will appear as encrypted on these files.

You may need to change your batch approval processes so as to generate

the EFT file and or the Paying In Slip before approving the batch.

V3.1.3 Dev Yes



Dev

Support -

Ticket #

Key

Feature

6 Finance Batch InformationPayment

Details

Credit Cards Encryption will also affect the following areas:

* Pledges - as soon as a pledge is entered, the credit card number is

encrypted.

* Payments - credit card numbers are encrypted once a batch is

approved or scrapped thus it is important that batches are not left 'In

Work' or 'In Checking' once finalised.

* Data Import Pledges - once the import has been moved to the

'Checks Completed' stage then the credit card numbers on the data

import detail records are encrypted.

* Data Import Payments - once the import has been 'Posted to Live'

then the credit card numbers on the data import detail records are

encrypted. Thus, in both situations, it is important to either complete the

import i.e. 'Post to Live' or cancel so that unencrypted cards are not left

in the data import data.

V3.1.3 Dev. (OYX-782816) Yes

7 Action Manager Date Fired Actions

Credit Card

Expiry

Reminder

Credit Card - Expiry Date Fired Action (a ‘date fired action’ is an

action that is automatically triggered by a date – such as a credit card

expiry date) has been improved, so that it is actioning a reminder under

the following conditions:

1. The pledge is active i.e. on hold pledges are not considered.

2. The Payment type of the pledge is Credit Card.

3. An instalment is due in 30 days time (this can be modified in date

action reminders) and at that time the card will be expired.

V3.1.3 Dev. (SUP05987)

8 Administration Add/Edit /DeleteAccount User

InformationConfidential communication access can now be applied to User Roles

as well as individual user accounts.

V3.1.3 Dev. (ATK-430307)

9 Administration Add/Edit /DeleteAccount User

InformationCategory field now available in Date Fired Actions thus allowing

resultant actions to be synchronised with outlook.

V3.1.3 Dev. (EYJ-164840)

10 Administration Add/Edit /Delete

User Account

Information

form

E-mail address no longer being automatically formatted in title case

(Title case ~ is when the first letter of the first word in a sentence is in

upper case) on the user account information form.

V3.1.3 Fix. (LZQ-415773)



Dev

Support -

Ticket #

Key

Feature

11 AdministrationSetup Barcode

Purpose

No Attendance will no longer be automatically logged when signing in

/ out with the barcode scanner where a timesheet has not been previously

created.

V3.1.3 Fix. (EOX-671624)

12 AdministrationSetup Barcode

PurposePayment

When doing a Barcode Scan, in thankQ mobile, where an amount has

been specified. The user is now required to select a payment typeV3.1.3 Fix. (NIW-511583)

13 AdministratorSetup Barcode

PurposeThe Barcode Purpose; Do Not Mail and Reason have been added. V3.1.3 Dev

14 Canvassing Campaign DetailsTracking

Report

Pledge This Year column now added to the Tracking Report on the

Campaign Prospect form.

Double clicking or selecting 'Edit this Giving Type' from the right

mouse click menu on the Giving Matrix of the Campaign Details form

now opens the correct entry.

V3.1.3 Dev. (LQO-855232)

15 CanvassingCampaign Form /

Canvassers List

List

Description

The list description is now included as a column on the Canvassers List

on the Campaign Details form.V3.1.3 Dev. (KBX-105634)

16 CanvassingCampaign Form /

Giving Matrix

Remove this

Giving Type

The 'Remove this Giving Type' right mouse click option on the giving

matrix of the campaign details form now removes the chosen matrix

entry.

V3.1.3 Fix. (UTN-965162)

17 Contact Households

Salutations will no longer be overwritten with the household

salutations when selecting the Apply Household option where only one

member of the household is included in the mailing.

V3.1.3 Fix. (QWB-141796)

18 Contact 1 File Print Form Print Form option now available on the 1 File menu of the contact form. V3.1.3 Dev. (ZOY-559644)

19 Contact 8 Options

Global Update

- Letter /

Envelope

Salutation'

New 'Global Update - Letter Salutation' and 'Global Update - Envelope

Salutation' options available on the 8 Options menu of the contact form

to users with Contact Admin access rights. Will update said salutations

for current contact form search according to lookup value settings for

salutation format.

V3.1.3 Dev. (ZDO-902106)

20 Contact 9 Admin

Set Australia

Post Barcode

for DPID for

Selection

The 'Set Australia Post Barcode for DPID for Selection' option on the 9

Admin menu of the contact form now includes any extra addresses

associated with the contacts in the selection in the update.

V3.1.3 Dev. (PQZ-373568)



Dev

Support -

Ticket #

Key

Feature

21 Contact Address Validation QAS

Multi line address line 1 details causing a problem when validating this

using QAS in that the other address fields where not going to the correct

fields in thankQ e.g. if two lines for address line 1 then suburb was

going to state, state to postcode etc.

V3.1.3 Fix. (HZN-655163)

22 Contact Addressing

Invalid Suburb

/ State

Warning

New lookup value 'Disable Invalid Address Message' added to the

Address Admin folder. Set this to 'Yes' should you wish to disable the

warning message you receive when entering either an invalid suburb or

state i.e. one that isn't in the latest list of postcodes, states, suburbs

provided by Australian Post.

V3.1.3 Dev. (CYB-600070)

23 Contact Contact Details AddressesData in the Country field on Contact Details form is now forced to be

UPPER CASE to comply with Australia Post standards.V3.1.3 Fix. (FJX-586262)

24 Contact Contact Details

Contact

Relationship

Manager

When changing the primary or secondary CRM manager on a contact

record, the users associated with the CRM Relationship Manager

actions, i.e. the former managers, are updated to reflect these changes.

V3.1.3 Fix. (TGE-448711)

25 Contact Contact Details Loan Loan Manager has been added to track loans and interest payments. V3.1.3 Dev

26 Contact Contact Details Select Active Excel Data menu option V3.1.3 Dev

27 Contact Contact Details Projects tabProjects tab allows the segregation of specific profiles from the profile

tab into the Projects tab.V3.1.3 Dev

28 Contact Contact Details Tabs GrantApps and Grant Giving tabs made visible V3.1.3 Dev

29 Contact Contact Details RelationshipsRelationships are now ordered so that current relationships are listed

before the relationships with an until date setV3.1.3 Dev

30 Contact Do Not Mail

On checking the do not mail flag, the do not mail from is set to be

today's date even if a from date already exists. On unchecking the do not

mail flag, the do not mail until is set to be yesterday's date (thus making

contact mailable as from today) even if an until date already exists.

V3.1.3 Fix. (GTW-708145)

31 Contact Power Search

When doing a Power Search, the count should now always equal the

number of contact records returned when selecting finish. Archived

contacts are now automatically excluded i.e. there is no need to add the

'exclude archived contacts' condition.

V3.1.3 Fix. (AIF-880208)



Dev

Support -

Ticket #

Key

Feature

32 Contact Sublist ReportCommunicatio

ns / Events

When doing a sublist report on either the Communication or Events

sublist on the contact form the report was including all entries on the

sublist, regardless as to whether or not a sublist filter had been

applied.

Soft entries in the communication and events sublists are now reportable

when doing a sublist report.

V3.1.3 Fix. (JKD-772659)

33 Contact Group/Mail list

InformationMembers

Loading Groups into a Mailing now takes the from and until dates

into account i.e. if today's date does not fall within the date range

defined for a contact's group membership then the contact will not be

loaded into the mailing.

V3.1.3 Fix. (HKG-828756)

34 Contact Timesheet

On logging a timesheet, with no defined work task category for a time

entered, the error message was specifying a row number which was out

by 6 lines has been corrected.

V3.1.3 Fix. (UMJ-747735)

35 Contact Details 8 Option Global Update

New options 'Global Update - Letter Salutation' and 'Global Update -

Envelope Salutation' now available on the 8 Options menu of the

contact form for all users with Contact Admin access rights. These will

set the letter and envelope salutations respectively for all contacts in the

current search according to the salutation settings defined in the Contact

Salutations section in lookup values.

V3.1.3 Dev. (NDC-647916)

36 Contact Details Actions

Edit Action on the Contact Details form now checks for existence of

data in Serial Number field, rather than the field representing the first

column in table view, to ascertain whether or not there is a record in

focus to edit.

V3.1.3 Fix. (XLR-972190)

37 Contact Details Addresses Salutation

When marking a contact as deceased, the household salutations on the

surviving spouse's record (provided that they are related as husband /

wife / life partner and are set up as a household) are now set to be their

individual salutations. They were previously being left as they were.

V3.1.3 Fix. (WXS-672476)



Dev

Support -

Ticket #

Key

Feature

38 Contact Details Care of Field

Editing the Care Of field on the Contact Details form will then

automatically update the Care Of field on mailing preference records,

where it is blank or equivalent to the original value. For this automatic

update to happen the mailing preference must also be linked to the

address to which the Care Of applies i.e. the main address if no default

to an alternative record has been set else a different record if a default

has been set.

V3.1.3 Fix. (NYG-912580)

39 Contact DetailsEducation \

Employment

Double Clicking an entry in Employment \ Education sublists on the

contact form now opens just that record instead of all records in that

particular sublist.

V3.1.3 Fix. (PAD-610008)

40 Contact DetailsIn Memoriam\ In

Celebration

Key violation message occasionally occurring when trying to write

subsequent In Memoriam letters.V3.1.3 Fix. (EII-949814)

41 Contact Details Main Menu Bar 0 Copy

When using the option *Copy Business Card Info to Paste Buffer*

from *0 Copy* menu on the Contact Form, the evening telephone

number was coming across with the label *Mobile No.* this has been

change to *Phone No (Evening)*.

V3.1.3 Fix. (VDM-780521)

42 Contact Details New Dedupe CheckThe Dedupe check on creating new contacts now accommodates a

single quote e.g. O'Brien in the Surname field.V3.1.3 Fix. (ZZG-378046)

43 Contact Details Payments TabCan define the default Source 2 for a contact on the Payments Tab of

the Contact form.V3.1.3 Dev

44 Contact Details Relationships

Create

Relationship/

Affiliation for

this Contact

The spelling for the default relationship *Neice* has been corrected to

*Niece* in list of available relationships.V3.1.3 Fix. (ZVD-254138)

45 Contact Details ReportReport

SublistsMain contact sublist will now be reported when generating a 'Summary

(this Contact) with Selected Sublists' report from the contact form.

V3.1.3 Fix. (DUN-718558)

46 Contact Details various Contact ListThe Household Letter Salutation is now visible in the contact picker

on serial number fields to assist with contact identification.V3.1.3 Dev. (MUW-952030)

47 Contacts Web ContactsA new option has been added to the Web Contacts form called

'Replace ALL New Info with Existing'. This will replace all new data

with existing data. New data will not be overwritten by blank data.

V3.1.3 Dev. (XLI-409343)



Dev

Support -

Ticket #

Key

Feature

48 Data Tool Data Import Options

Data Import - Speed improvements:

a) Import Spreadsheet analyses for carriage return/ line feeds more

efficiently

b) Address matching algorithm improved in functionality and

performance

c) Address verify via Hopewiser improved in functionality and

performance

V3.1.3 Dev

49 Data Tool Data Import Options Dedupe Searching speed has been improved by 75% V3.1.3 Dev

50 Data Tools Data Dupe CheckEducation_\Employment details will now be automatically included

when merging records together.V3.1.3 Fix. (BRM-789464)

51 Data Tools Data Import Options

On the Report Scanned Information form in thankQ when the user

edits the start and end data the changes will be now be saved when

selecting OK.

V3.1.3 Fix. (CTE-296901)


Performance of bulk verification of addresses in the data import module

has been improved significantly. If a record cannot be verified then the

reason for the failure will be inserted into the Verification Message box

on the addresses tab of the data import detail form. Note that a data

import cannot proceed until these failures have been dealt with i.e. use

the new option 'Override Verification Error Message (this Selection)' on

the edit menu of the data import detail form to remove these error

messages should you wish to import the addresses despite the fact they

couldn't be validated.

Performance of Logging the Excel sheet in Data Import has been

improved.

V3.1.3 Fix. (FDA-940332)

53 Data Tools Data Import OptionsPledge ID

Checks

Further checks now carried out when moving a data import of pledges to

the Checks Completed stage. thankQ will now check to see if the Pledge

IDs being imported are already being used by existing pledges. It will

also check to make sure that their are no duplicate pledge ids in the

import.

V3.1.3 Dev. (LBE-599780)



Dev

Support -

Ticket #

Key

Feature


Latest contact fields now available in Data Import i.e. CRM

information, CC email and name, source 2, default receipt summary and

required, default (financial) source 2 and medical IDs (used in Support

Services form).

V3.1.3 Dev. (MUP-962437)

55 Data Tools Data Import OptionsImporting CC

Expiry Checks

Importing pledges via data import now checks to see if the credit card

being submitted expires before the date the first instalment is due to be

paid.

V3.1.3 Fix. (UNV-208659)

56 Data Tools Dedupe Rules Dupe ListThe Day Telephone column is now included in the select list of contacts

returned by a dedupe check.V3.1.3 Dev. (OSX-833942)

57 Data Tools Dedupe Rules DOB

You can now include the Date of Birth field in a dedupe rule.

The date of birth field is included as a column in the check list / report

returned by a data dupe check.

V3.1.3 Dev. (PVD-298897)

58 Data Tools Dedupe RulesInitials /

Middle Name

You can now select the Initials / Middle Name as a column to include in

a data dupe check.

The Initials / Middle Name column is now included in the data dupes

matched checklist / reports.

V3.1.3 Dev. (ZGU-954260)

59 Data Tools Importing Profiles

Error occurring when trying to import profile information in data import

where a contact has two or more profiles with the same name and the

import is trying to update that profile.

V3.1.3 Fix. (INW-842454)

60 Event Adding Contacts Set Care Of

On associating an Individual with an Event whose default address is an

extra address on a related Organisation record then the Care Of field for

their place record on the event is set as the name of the Organisation

providing the lookup value setting 'Set Care Of to Related Organisation

when Loading' in the Events folder is set to 'Yes'.

V3.1.3 Dev. (NPG-901040)

61 EventAssociating Contact

with Place

Auto create

contact record

When a contact record is created off the back of assigning details to a

booked place on an event, the primary category is now set (will be the

default for an individual if non has been specified) along with the audit

details to indicate date/time, who and the event it was created from.

V3.1.3 Fix. (TSK-834998)

62 Event Bookings CancellationWhen cancelling bookings, the 'Allocated' count in the Attendee Types

list is now automatically updated.V3.1.3 Fix. (YVN-168460)



Dev

Support -

Ticket #

Key

Feature

63 Events 3 NewCopy this

Event

You can now make copies of an event. On selecting this option you can

choose whether or not you wish to copy Additional Info, Attendee

Types, Contacts, Divisions, Hosts & Guests, Resources, Sessions,

Sponsors and Structures from the event in focus. You will be prompted

for the number of copies you wish to make and the start date of the first

copy (subsequent copies will have a start date incremented according to

the difference between the start date of the event being copied and the

date you entered).

V3.1.3 Dev.

64 Events 4 Report

New events reports including:

Structure Allocation Report - Style 3

Attendees Report - Style 2

Attendees Report (Sessions)

Attendees Report (Structures)

Golf Day Team Report

V3.1.3 Dev

65 EventsAdditional Info /

SponsorsSession Can now associate additional info, sponsors with a session V3.1.3 Dev

66 Events All Events Search

When removing an unassigned division or sub-division from an Event

you are now prompted as to whether you would like to remove the

contacts within the division from the event itself.

You can now do a search to find all contacts on an event which have not

been associated with a division on that event by selecting the option

'Search Divisions' on the Search menu of the event contact details form

and leaving the input box blank.

V3.1.3 Fix. (BUN-687677)

67 Events All Events

In the web Host/Guest module, if a host has two lists on the same event

then there was no way of viewing each guest list from the list of events

page. Additional columns have been added to this page to indicate the

division so as to distinguish multiple lists on the same event. Clicking on

the hyperlink for each list on the same event will display the correct list.

When a host is on more than one future event with the same user name,

and one of those events has been enabled for web access, the other event

which have not been web enabled were being displayed on the web

host/guest online list of events page.

V3.1.3 Fix. (CFV-820516)



Dev

Support -

Ticket #

Key

Feature

68 Events All Events

On deleting a division or sub-division in an event host-guest structure,

the hosts within those divisions, along with their guests, were being

moved to an *unassigned* division. On deleting this unassigned

division, the hosts and guests were also being deleted from the master

template.*****

V3.1.3 Fix. (EMH-658482)

69 Events Budget

When regenerating a budget from an event, you are now prompted as to

whether you wish to recreate, thus reflecting the current event detail, or

open the existing.

V3.1.3 Dev. (WVF-529462)

70 Events Event DetailsDiscount

Matrix

New tab on event details form allowing users to apply discounts for

various combinations of bookings, sessions and structure purchases.

When booking contacts and assigning attendees to sessions and

structures, thankQ will now automatically check to see if the items being

purchased correlate with a discount matrix established for the event. If a

match is found, the booking total will be discounted accordingly.

V3.1.3 Dev

71 Events Event Details Auction Items New tab to capture Auction Items and facility to process payments V3.1.3 Dev

72 Events Fast Booking

Warning message, listing previously booked contacts, now appears

when attempting to book contacts already booked via Fast Excel

Booking.

V3.1.3 Dev. (GDT-151437)

73 Events Session / Structure Can now associate a cost with a session / structure V3.1.3 Dev

74 Events Sessions

Add to a

Selection of

Sessions

New right mouse click option on the sessions tab of the event contact

details form allowing allocation to a selection of sessions in one

operation.

V3.1.3 Dev

75 EventsStandard Search /

Yellow Box search

Search

Criteria

You can now enter search criteria into the Host sublist on the Event

Contact Details form when doing a Yellow Box Search.V3.1.3 Fix. (QVD-463354)

76 EventsStructure Summary

TabNew structure summary tab to give overview of places by structure type V3.1.3 Dev

77 Events Web BookingA checked Do Not Publish on a contact record will no longer be

unchecked when approving a web booking payment.V3.1.3 Fix. (FWY-620675)

78 Events Web Bookings

Images will now be downloaded to the online events page when

assigning to the appropriate Web Generator Variable entry on the

events form. In the passed the Image was not being down loaded if the

ID of the event contained specific non-alpha-numeric characters such as

/.

V3.1.3 Fix. (XCN-561781)



Dev

Support -

Ticket #

Key

Feature

79 Events Web Contacts form Web Payment Report option now available on the Web Payment form. V3.1.3 Fix. (YUI-226869)

80 Events Events Contact

Details

Host / Yellow

Box Search

A Yellow Box Search on the Host sublist on the Event contact details

form was not giving the correct results. It now does. However, you may

wish to use the Special Search Options on the search menu i.e. Search

Divisions / Hosts for larger record numbers as these will be more

efficient.

V3.1.3 Fix. (BMY-450008)

81 Finance Batch

Can associate manual receipt value range with source 2. On creating a

payment, and entering manual receipt no., the correct source 2 is

deduced.

V3.1.3 Dev

82 Finance Batch EFT EFT file and paying in slip options moved to this stage V3.1.3 Dev

83 Finance Batch New option to create and load a results file at this stage V3.1.3 Dev

84 Finance Batch Option to manual set all options as successful V3.1.3 Dev

85 Finance Batch Option to move failures to new Batch V3.1.3 Dev

86 Finance Batch Information Report

New Batch Summary Report 5 now available. New Batch Summary

Report 5 is similar to the Batch Summary Report (1) except it has an

additional column for destination code 2.

V3.1.3 Dev. (BVY-713430)

87 Finance Batch InformationDestination Code 2 and description are now available as fields in

Batch Report.V3.1.3 Dev. (JRH-866386)

88 Finance Batch Information Payments tab

New Default Source 2 field available on the Payments tab of the

contact form to allow users to identify the default Source 2 to

automatically apply when processing transactions (payments and

pledges) for a contact.

V3.1.3 Fix. (UBN-535766)

89 Finance Batch Information Paying in Slip

Paying in slip - style 1 (styles are defined in Finance - Paying In Slip

Style in lookup values) has been modified to include today's date in the

top right hand corner of the report.

V3.1.3 Dev. (NEQ-696568)

90 Finance Batch Information Report

New Batch Summary Report - Style 6 (Ledger Code) available on the

Report menu of the Batch Information form. This gives a break down

by GST, payment and credit card types by ledger code and description.

V3.1.3 Dev. (OMQ-506261)

91 Finance Batch Information

Source / Destination Code 2 columns can now be exposed on the

payment detail tab of the batch information form if desired. Users will

need to contact ESiT to configure an appropriate width.

V3.1.3 Fix. (OSX-157413)

92 Finance Batch InformationReverse

Payment

Now able to reverse payments where the date of payment has a time

component.V3.1.3 Fix. (QNZ-338400)



Dev

Support -

Ticket #

Key

Feature

93 Finance Batch InformationLoad Results

File

New 'Load Results File' option available at the In Checking stage of

batch processing. This can be used to import a results file received from

the bank indicating which direct debit / credit card transactions have

failed or have been successful. The Success / Failure result descriptions

need to be defined in the 'Batch Result File' folder in lookup values. The

templates in which results are uploaded should be configured using the

options 'Create New / Edit Existing Result Template' on the 6 Admin

menu of the batch information form.

V3.1.3 Dev. (RCE-306666)

94 Finance Batch Information Batch Report Destination Code 2 is now included in the Batch Report. V3.1.3 Dev. (SSY-408649)

95 Finance Destination Code

The destination code 1/2 is now updated when changing the source

code in the barcode transaction processing screen to reflect the

destination code 1/2 associated with the new source code. If there is no

associated destination code 1/2 then the destination code 1/2 will not

change.

V3.1.3 Fix. (DNR-173948)

96 Finance Destination Code Tab Area

A new field called 'Receipt Letter Split Order' has been introduced on

the Destination Code form. This allows users to rank destination codes

and thus force them to come through in that order in the split detail on

batch receipt letters.

V3.1.3 Dev. (KZX-973927)

97 FinanceFundraising Stats

(Pledges)

Fundraising statistics now categorise pledges according to the year

within which the date of each instalment falls. If the campaign year is

exposed for pledge / payment transacting then all pledge instalments will

be categorised according to this. The columns No., Max, Min and Avg

on the pledge summary sublist on the fundraising tab of the contact form

now records the no. of instalments, max, min and avg instalment for

each year.

V3.1.3 Fix. (VCR-528420)

98 Finance On Hold PledgesProcessing

Payments

You can now process a single payment (i.e. via the 'New Payment'

option in batch processing or barcode scanning) for a pledge which is on

hold. On selecting a pledge to pay you will be warned if the pledge is on

hold.

V3.1.3 Dev. (FDR-971176)

99 FinancePayment Details

FormCan now create / edit contact from new button on payment details form V3.1.3 Dev

100 Finance Payments

Truncation error message will no longer appear when processing a

promised and paid payment for payments with lengthy source /

destination codes.

V3.1.3 Fix. (TWT-144228)



Dev

Support -

Ticket #

Key

Feature

101 Finance Payments / Pledges

Changing

Source /

Source 2 and

Destination /

Destination 2

New right mouse click options available on the splits sublist of the

payment details form allowing you to edit the source / source 2 /

destination / destination 2 on In checking / Approved payments. An

audit trail of such changes is recorded in the Internal Comments field on

the audit tab. Should the payment being changed be tied to a pledge, you

will also be prompted as to whether you wish to make the same changes

to the pledge itself.

You are now allowed to change the Source / Source 2 and Destination /

Destination 2 allocation associated with a part paid pledge. Any such

changes are recorded in the Audit Notes field on the Audit tab.

If, on editing a pledge, changes are made to the Destination / Destination

2 allocation and that edit is then cancelled, the Destination / Destination

2 distribution now reverts back to what it was prior to the edit taking

place.

V3.1.3 Dev. (ILR-955490)

102 Finance Payments Details

Credit card details are retained even when selecting 'Back' after

accepting existing credit card details for a new pledge. Previously the

credit card details were being deleted from the Financial Details history

when 'back' was selected.

V3.1.3 Fix. (PTX-894972)

103 Finance Pledge

The width of the Destination Code 2 column can now be controlled on

the destination allocation sublist of the pledge information form if

desired. Users will need to contact ESiT to configure an appropriate

width. The default is 0.

V3.1.3 Fix. (IJU-320905)



Dev

Support -

Ticket #

Key

Feature

104 Finance Pledge

A 'Receipt Summary' field has been introduced at payment level i.e.

you can include a payment in the receipt summary run that is not

associated with a pledge.

1. The explanation below identifies what will happen for the different

combinations for setting the receipt summary and required fields on a

payment:

a) If a receipt required = 'yes' and receipt summary = 'yes' - payment is

receipted in batch and included in receipt summary run.

b) If a receipt required = 'yes' and receipt summary = 'no' - payment is

receipted in batch only.

c) If a receipt required = 'no' and receipt summary = 'yes' - payment is

included in receipt summary run.

d) If a receipt required = 'no' and receipt summary = 'no' - no batch

receipt is produced and it is not included in receipt summary run.

2. Default Receipt Summary and default receipt required are

configurable at both batch and contact level.

3. You can define what the default, default receipt summary and

required values are for new contacts by setting the appropriate values in

the Contact form admin folder in lookup values.

4. On creating a payment - the following happens in this order:

a) The batch default receipt required and summary are applied

b) Once the contact is picked - receipt required + summary will come

from defaults defined on contact record.

V3.1.3 Dev. (PPM-926746)

105 Finance PledgeDestination

Code

Users are no longer permitted to allocate an invalid Destination Code

when editing a pledge.V3.1.3 Fix. (TDI-297147)

106 Finance

Pledge Information /

Regular /

Committed Giving

Source CodesUsers are now forced to enter a Source Code when creating a new

pledge.V3.1.3 Fix. (MAO-810424)

107 Finance


Regular /

Committed Giving

Edit

Destinations

You can now create / edit a pledge so that it has more than one

allocation to the same destination but with different destination 2s.V3.1.3 Fix. (ZPN-405524)

108 Finance


Regular /

Committed Giving

Admin

New options on Admin Menu of pledge form allowing users to bulk

change the status i.e. to written down, cancelled, on hold using excel

load sheet

V3.1.3 Dev



Dev

Support -

Ticket #

Key

Feature

109 FinancePledges / Regular

GivingGlobal Update

Credit Card Method is now available to Global Update on the Pledge

form.V3.1.3 Fix. (ARC-744741)


Giving

Pledge

Information

form

Two new search options have been added to the pledge information

form i.e. - *Active Pledges with Expired Credit Cards* - *Active

Pledges with Credit Cards that will Expire in N Months Time * - The

second option allows you to prepare for cards that are due to expire in

the future e.g. if you enter 0 the search will find all active, credit card

pledges where the card expires this month. If you enter 1, it will find

those expiring next month etc. You may then choose to generate a

mailing directly from the search and ask the givers for their new card

details.

V3.1.3 Dev. (SUP06120)


Giving

Pledges Due

Report in

Finance

Reports

thankQ was not correctly recording the next instalment due for each

pledge in the PLEDGEINSTALMENTS_NEXTACTIVE table. Thus,

reports such as the Pledges Due Report in Finance Reports were not

giving the correct values.

V3.1.3 Fix. (UIS-467389)


Giving

Edit

Instalment

If the Edit Instalment option had been used to Decrease / Increase

Pledge Instalments on a continuous pledge then the server job

maintaining active instalments would add new instalments with the old

instalment value.

V3.1.3 Fix. (VHN-448262)

113 Finance Search Search Payments opens with a blank form to speed up opening the form V3.1.3 Dev

114 Finance Source CodeError message and failure were occurring when trying to enter a value

into the Number of Mailings field on the source code form.V3.1.3 Fix. (JHP-999776)

115 Finance Source CodeSource code 2 description field now available in batch receipts, pledge

and pledge acknowledgement mailings.V3.1.3 Dev. (PVA-381240)

116 Finance Source Code 2

If you have the source code 2 functionality enabled, you can now define

whether or not source code 2 entry is mandatory via the lookup value

Mandatory Fields - FormBATCHDETAIL - Source 2

V3.1.3 Dev.

117 Finance Source Code 2 Relate button now included to allow nesting of codes V3.1.3 Dev

118 FinanceSource Code 2

AdministrationCan link a contact record with a source 2 V3.1.3 Dev


AdministrationFunctionality available on sources now replicated on source 2s: V3.1.3 Dev


AdministrationNew tabs for Payments, Financial Summary, Financial Detail V3.1.3 Dev



Dev

Support -

Ticket #

Key

Feature

121 FinanceSource Code

AdministrationEdit

Problem when changing a source code and loosing the data from some

of the other fields such as Number of Mailings and those on the

Financial Detail tab.

V3.1.3 Fix. (BME-954402)

122 FinanceSource Code

AdministrationPayments tab

Payments tab on the source code administration form now has paging

options to reveal more payments if more than 50 exist.V3.1.3 Fix. (ZMF-802980)

123 Finance Web Payments

New contacts not being created when approving a pledge / payment in

Web Payments where the contact name contains a single quote ' (as in a

name like O'Toole)

V3.1.3 Fix. (JQH-593797)

124 Finance Web Payments Pledge

When accepting a pledge via the web payments form the acknowledge

value was not flowing through to the equivalent field on the created

pledge.

V3.1.3 Fix. (SET-677081)

125 GeneralYellow Box

SearchingCheck Boxes

Problem when doing a yellow box search on a check box and trying to

find unchecked boxes in that not all records were being returned. This is

because the equivalent field in the database can either be Null or 0.

thankQ was only returning the records were the field is 0. It now also

includes the Null value fields.

V3.1.3 Dev. (OWF-556199)

126 MailGroup/Mail list

InformationExcel Load

Load option on the Group Information form, for importing contacts into

a group via Excel, was failing when using MS Office Excel 2007.V3.1.3 Dev. (PTE-586155)

127 Mail Mail Manager

New options 'Loaded Group Title' and 'Loaded Group Type' now

available when running segmentation option 'Groups Based on field X'

allowing users to segment mailing according to the batches of contacts

which have been loaded into the mailing.

V3.1.3 Dev. (DNV-868776)

128 Mail Mail ManagerNumbers /

Emails

You can now control whether or not a mailing picks up numbers &

email addresses from a contact's default address record via the lookup

value 'Use Numbers & Emails from Default Address Record' in the

mailing folder.

V3.1.3 Dev. (UFJ-790558)

129 Mail Mail ManagerMerge to @-

mail

When choosing to merge to both email and cc addresses when using the

'Merge to @-mail' option in mail manager, you are no longer presented

with the misleading messages indicating that contacts with no email or

no cc addresses will not be loaded. Instead, you will now get a warning

message if there are contacts with neither an email or cc address.

V3.1.3 Fix. (WRP-581434)



Dev

Support -

Ticket #

Key

Feature

130 Mail Mail ManagerView Contact

Details form

Users can now order the Serial Number Column. There was an issue

occurring when trying to order by the Serial Number column in the view

contact details form in Mail Manager.

V3.1.3 Fix. (WTD-662063)

131 Mail Mail Merge

The Post Bill

Pay Code in

large merged

records.

Microsoft Word was converting some non ANSI characters to

Japanese characters when large records were merged from thankQ to

MS Word (e.g. the Post Bill Pay Code). The Microsoft Word

Japanese problem has been corrected.

V3.1.3 Fix. (MLE-438142)

132 Membership CardsMembership cards are now updated should the associated contact's name

be changed.V3.1.3 Fix. (XSH-945139)

133 MembershipChanging Type /

Sub Type / GradeAmount

When changing either the type, sub type or grade for memberships, the

amount wasn't recalculating when the value in either one of the two

fields not being changed does not correlate with the revised drop down

list, and is thus reset to be the first value in the revised list.

The record was not being refreshed, thus not reflecting the new amount,

when using the 'Change Membership Amount' option on the 6 Admin

menu of the membership form, before the membership is activated. If a

user then went on to activate the record immediately after this, without

refreshing the record, then the amount on the associated pledge was

being set to the old amount.

V3.1.3 Fix. (RTF-657236)

134 Membership RejoiningSource /

Destination

The source and destination codes are now reset, according to those

defined for this particular membership of type / sub type / grade in

membership pricing, when rejoining a membership.

V3.1.3 Fix. (PIX-358165)

135 Membership

Rejoining,

Renewing or

Upgrading

Purchaser to

Renew

If Rejoining, Renewing or Upgrading a membership then the member,

purchaser and invoice recipient remain the same if 'Purchaser to Renew'

is checked. If this is unchecked, then the purchaser and invoice recipient

are updated to be the member i.e. the member becomes the invoice

recipient and purchaser.

V3.1.3 Fix. (HUQ-895993)

136 Power ReportFinance Statistics

folder

Years 2007 through to 2014 now added to the finance statistics folder in

power reportV3.1.3 Dev. (OHT-777273)

137 RelationshipEducation \

Employment

New

Employer

When creating an employment record on the Education \ Employment

tab of the contact form, thankQ no longer auto creates relationships

between that contact and the employer for all employer style

relationships, only employer vs employee.

V3.1.3 Fix. (RXO-698143)



Dev

Support -

Ticket #

Key

Feature

138 RelationshipMain / Secondary

Contacts

Auto

Allocation

thankQ no longer automatically assigns individuals as main / secondary

contacts when forming a relationship with an organisation. The user is

prompted as to whether or not they wish to do this.

V3.1.3 Dev. (TQJ-795192)

139 Report Event Reports

Places by Host

with Last 4

Years Pledged

The 'Places by Host with Last 4 Years Pledged' event report has been

modified so that you are now prompted to choose which hosts you wish

to include in this report.

V3.1.3 Dev. (PUE-747018)

140 Report Event Reports Miscellaneous

When running an event report which includes columns for additional

info, only additional info applicable to that event is included rather than

all additional info names which have ever been used for an event.

V3.1.3 Fix. (TDP-173648)

141 Report Finance Reports Miscellaneous

New reports added to finance reports:

Payments by Selected Destination 2 Report

Payments by Selected Destination Report

Payments by Selected Source 2 Report

Payments by Selected Source Report

V3.1.3 Dev. (ECD-700163)

142 Report Finance ReportsAccount No

Selection

An additional step has been implemented for the following reports

which prompts users to include specific accounts which transactions

have been banked against i.e. as defined by the account number field on

the batch information form:

Batch Header Report

Daily Destination Summary Report

Daily Source Summary Report

Destination Summary Report

Payment Report

Payments by All Destinations Report

Payments by All Sources Report

When prompted with the list of accounts, either choose specific accounts

thus only reporting transactions banked to these accounts or select all to

report all transactions, regardless of what account number they have

been batched against.

V3.1.3 Dev. (ECF-585326)



Dev

Support -

Ticket #

Key

Feature

143 Report Finance Reports

Donations by

Selected

Destination

Report

The Credit Card Type is now included after the Payment Type column

in the 'Donations by Selected Destination Report'V3.1.3 Dev. (JNY-835054)


Contact

Source Profit /

Loss Report

Performance improvement made to 'Contact Source Profit / Loss Report'

in finance reports.V3.1.3 Fix. (KXH-839791)


Pledged, Paid

and

Outstanding

by Source /

Destination

Report

Name column separated into Title, First Name, Surname / Organisation

columns in 'Pledged, Paid and Outstanding by Source Report' and

'Pledged, Paid and Outstanding by Destination Report' in Finance

Reports.

V3.1.3 Dev. (SUP04928)


Donations by

Source by

New, Existing

and Recovered

Donors

The serial number column in the 'Donations by Source by New, Existing

and Recovered Donors' finance report was being formatted as a

currency.

V3.1.3 Fix. (URI-243707)


Destination

Summary by

Source Report

The Destination average sub totals in the 'Destination Summary by

Source Report' in finance reports has been corrected to give total

paid/total number of payments and total pledged/total number of pledges

rather than taking an average of the averages reported per destination

and source.

V3.1.3 Fix. (VNY-547843)

148 Report Finance Reports Series of Financial Reports now available with value range facility V3.1.3 Dev

149 Reports Finance Reports

The 'High Value Donor Summary by Destination Report' was not

formatting correctly if organisation (s) were listed at the end of the

report.

V3.1.3 Fix. (LHH-582946)

150 Reports Finance ReportsThe 'Donations by Destination by Source 2 Report' in Finance

Reports now works with source code2.V3.1.3 Fix. (OVB-598947)

151 Reports Finance Reports

The following reports can now be added to the ThankQ Desktop;

Contact Reports, Event Reports, Membership Reports, Volunteer

Reports, Reports My List, and User Defined reports

V3.1.3 Dev



Dev

Support -

Ticket #

Key

Feature

152 Reports Report with Sublist

Problem when trying to produce a Report with Sublist from a machine

where the name of that machine begins with a numeric character has

been fixed.

V3.1.3 Fix. (RBC-443639)

153 ReportsStandard Report

Form

When running a Report using the standard option on a form, if one of

the fields chosen contained a single double quote ( " ), then data

following on from this would be skewed i.e. subsequent data was not

aligning in the correct columns but being appended to the same cell

containing the field with the single double quote. This has been

corrected

V3.1.3 Fix. (HGZ-561088)

154 Sponsorship BenefitsThe length of the description field for the Benefit items on sponsorships

has been increased from 255 to 1000 characters.V3.1.3 Fix. (LOJ-353003)

155 Sponsorship BenefitsBenefits will now be added to the current Sponsorship record even

when the sponsorship record is lapsed by the overnight job.V3.1.3 Fix. (TOI-726404)

156 Sponsorship Contacts

When using the right mouse click option 'Remove this Contact' to

remove the invoice / purchaser contact from a sponsorship, the

contact associated with the subsequent payment was being set to be the

deleted purchaser.

V3.1.3 Fix. (ZWG-769622)

157 SponsorshipSponsorship Sublist

Contact Form

First Start Date column now inserted after the category column on the

sponsorships tab of the contact form.V3.1.3 Dev. (WZH-658987)

158 thankQ mobile Miscellaneous

Now able to edit the date/time range on the report function in thankQ

mobile.

Blank record no longer entered into database if choosing to cancel

processed barcode in thankQ mobile.

Payment amount no longer defaults to zero in thankQ mobile thus

reducing risk of entering extra zero on donation amounts entered.

V3.1.3 Fix. (KWQ-219232)

159 Volunteer Volunteer Activity

Role ListRole List Role ID now visible on the Volunteer Activity Role List form. V3.1.3 Dev. (SUP04819)

160 Volunteer Volunteer Reports

Date last

Volunteered

by Role and

Activity for

Date Range

New report 'Date last Volunteered by Role and Activity for Date Range'

in Volunteer Reports. Report like 'Roles for Date Range' report but only

reports date last volunteered by Role and Activity.

V3.1.3 Dev. (SUP04879)



Dev

Support -

Ticket #

Key

Feature

161 Volunteer Volunteer ReportsVolunteer

Source Added

Volunteer Source added to all Reports other than 'Unfilled Activity

Roles' in Volunteer Reports.V3.1.3 Dev. (SUP05153)

162 Volunteer Volunteer Reports Activity Roles

Name column separated into Title, First Name and Surname /

Organisation columns, and Evening Telephone and Mobile Number

columns added to 'Activity Roles' in Volunteer Reports.

V3.1.3 Dev. (SUP05630)

Documents

New Features Version 3.1 - esit.com.au