New Features Version 3.1.3 Module Area Option Description Version Fix 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that all existing rules have been automatically modified by this upgrade i.e. a full surname / organisation search has been replaced by a sounds like search thus also finding surname / organisations which sound similar to that which has been entered.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 Bookings Related 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 Information EFT 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
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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
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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)
52 Data Tools Data Import Options
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
Dev
Support -
Ticket #
Key
Feature
54 Data Tools Data Import Options
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)
New Features Version 3.1.3
Module Area Option Description VersionFix
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