Release date: 7 August 2024
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General | A 'Refresh' button has been added to all lists so that a list with an applied filter can be refreshed. This can be useful if, for example, changes are made on the fly in such a list and those records are still visible while they no longer match the filter. When setting a new filter, the list will refresh immediately.
General | A new action type is available for Automations: 'Activate/Deactivate web profile'. This can automatically create or deactivate a web profile when triggered; for example, when a membership is terminated, the web profile will also immediately be set to inactive.
General | Bulk changes can now also be made for pledges, bank transactions and activities.
General | Spotler integration. All email* sent via Spotler through mailings, automations or campaigns is now shown under one tab, including the click behaviour and a link to the online version of the email.
*By default, the data from Spotler is retrieved again for the last 5 years. Should this period unexpectedly not be sufficient, an extension can be considered in consultation with Support.
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Improvements |
General | When filtering in lists, the red funnel icon at the top right was not always removed when the filter was switched off (Resolved).
General | The maximum number of tabs on a list is 20; beyond that, assistance is offered to close the unused tabs.
General | Sending e-mailings has been improved; it is no longer necessary to wait in the send screen until everything has been sent. After starting the send, you can continue working immediately and the sending takes place entirely in the background. The progress is now visible via the 'Process view' window via the button in the top bar.
General | Correspondence created from a mailing automatically receives a reference number based on the code of the mailing plus a sequence number.
General | For the various accounting integrations, the export of debtors has been extended with an option to export only debtors with changes.
General | When creating Excel exports, you can now also use saved searches created in the browser version with the advanced filters.
General | Extra options have been added to the dialog used to process invoice batches, allowing you to navigate to the list of related organisations or persons. This makes it easier to make any changes at the moment they are noticed here.
STB Members | When an end date is entered for a membership, a dialog now also appears immediately to specify the final invoicing instalments.
General | The limit for the number of records to export is now also applied to saved exports. If the number of records exceeds the limit, the export is automatically exported in csv format instead of Excel.
STB Charities | On the bank transaction, it is possible to choose a new layout in which all fields are visible on one screen. It was designed based on user feedback and offers more directly visible information, so fewer click or scroll actions are needed to perform certain editing actions. Users can enable and disable the new layout themselves. After a few weeks, we will ask for your feedback to evaluate whether this change is experienced as an improvement.
STB Charities | Certain donors transfer the amount of several pledges or for several campaigns in one payment. By splitting the bank transaction across multiple source codes and multiple pledges, the amounts can now be processed correctly.
STB Charities | When adding a new IBAN, you are now always asked whether it should be the default IBAN.
General | Various small improvements and bug fixes in the browser interface and the desktop interface
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Documentation What is new |
Knowledgecenter - Webinars | GiveXpert | Give your online fundraising a boost in return
Knowledgecenter - Videos | How do I set up my workspace
FAQ -STB CRM | How can I link organisations to each other?
FAQ -STB CRM | How can I correctly retain the formatting when copying and pasting from MS Word into the Email editor (HTML)?