Date: 07-09-2023
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Highlights |
General | Dashboard settings
Within the 'My Settings' section, it is possible to adjust the layout of the dashboard and the number of widgets to your own preference.
| New |
General | In the list and advanced filters, it is now possible to search on date fields using variables such as 'Today', 'Start of the current week' and 'Start of the current month'. A variable period can also be set, for example "plus 1 week". When the filter is saved, the data shown in a list always remains up to date.
General | For the source codes linked to a campaign, the average gift size and response are now also shown per source.
| Improvements |
General | To prevent saved filters of users who are no longer active from remaining in the application forever, it is now possible for other users who can see these filters to edit them as well. For example, the authorisation can be adjusted or the filter can be removed entirely.
General | It is now possible to send email from one or more email domains, which means that when creating a new single email message, the from (From) address can be changed, for example to send from "afdeling@organisatie.nl". If you would like to use this option, contact our helpdesk; they can help with setting up this function.
General | In the deduplication process, it is now possible to display multiple fields. This makes it easier to decide which person should be kept in the system and which should be removed. The linked data of the persons who are removed is always placed under the person who remains in the system.
General | In the CRM settings, under 'Financial', 'List' buttons have been added to the 'General ledger accounts', 'Cost centres' and 'Cost units' widgets to open the data in an extended list with filters and sorting. This makes managing this data easier.
General | In the CRM settings, under 'Activities', a 'List' button has been added to the 'Workflow' widgets to open the data in an extended list with filters and sorting, and to quickly find a specific workflow template by means of a search. This makes managing this data easier.
General | Within the CRM settings, it is now possible to resend unsent email messages in the email queue; for example, if a message cannot be sent because of an incorrect email address, it can be adjusted and resent individually or in batch, or deleted.
General | On the person, the deduplication history can now also be viewed on the transactions tab.
STB Members | The layout of the screen in which items for the membership are chosen has been improved.
STB Members | To create one mailing to persons with different membership types, it is now possible, when saving a selection of memberships, to merge it with another selection of memberships.
STB Course | New options have been added under 'Multiple contact persons' on the course agreements tab of the organisation. It is now possible to easily transfer course participants to another contact person with the "Move" button, add a note to a contact person and link an internal employee per contact person's course participant.
STB Course | When registering for a module on a training programme, a check is now always performed to see whether an earlier registration has already been made for that module. It can then be linked directly to the correct programme registration.
Document management | The share button has been added to the documents list, allowing a list to be shared externally or internally with ease
General | Various small improvements and bug fixes in the browser interface and the desktop interface