Software Updates: May 2018

Software Updates: May 2018

Software Updates: May 2018

Listed here are some of the items that we implemented into the GrowthZone platform in the month of May.

Throughout the month of May, we have implemented a number of new items on the GrowthZone platform. We've organized the following release notes by module: 

REPORTS:

  • AR REPORTS: You will now see a new AR Summary report and a new AR Details report available in the reporting area.  These new reports are more accurate and will run quicker. You may notice that the older versions of these reports now have a messages reminding you to consider using the newer ones.
  • EVENT ACTIVITY REPORT: We have added the ability to filter off of a Registration Date Range AND/OR Event Start Date Range. https://www.screencast.com/t/SfVscgDgQY
  • CONTACTS REPORT: The following filter fields have been changed from single-select to multi-select, to really help customers dive into the information they are looking for: Membership Status, Membership Type, Assigned To, and List/Committee. You can also now add the display field of "Tags".
  • SALES BY MEMBER REPORT: We've added the ability to add your contact, individual, and/or org custom fields as fields to display.
  • MEMBERSHIP REPORTS: When choosing any membership report, Membership Category is available as a field to display or filter and the correct data is pulled in.
  • ALL REPORTS: In the Criteria/Filters area of a report, you can now select "not contains" and "not equals" to further dig into your data. (e.g. you want to exclude anyone with the title of "technician" from your results) See screenshot: https://www.screencast.com/t/VrdRNAPSGLb


EVENTS:

  • DONATIONS: Free events now properly display donation campaigns. The payment information section only appears if a donation campaign is selected.
  • GOODS/SERVICES: Users are now able to create a Goods/Services on the fly while creating or editing a registration type in Events. See where this is.
  • REGISTRATION: On event registration, we've added a "forgot your username or password" link, as well as a "create an account" link. https://www.screencast.com/t/70madOtmx5


BILLING:

  • BILLING OVERVIEW TAB: On the billing overview tab, there are quick links to the AR reports. These quick links are now pointing to the new and improved AR reports.
  • ACCOUNTING SUMMARY TAB: We've implemented an improvement so both the debit and credit are not shown on the same line. This was causing some confusion for customers, so now each of those items will show up on their own line. https://www.screencast.com/t/Cs9Zm6jLz. We have also added a column to display the account number.
  • INVOICES: If you have your invoice template(s) set to list both the organization AND the bill-to contact, you may have noticed that, in specific instances where there was no bill-to contact selected or included, there was a blank space on the invoice between the organization name and the mailing address address. However, we have added logic to remove that blank space when it is present.
  • TAXES: Previously, in the tax rate setup area (Setup> Finance Area> Taxes link> tax rate tab), the tax rate % was rounding up to 3 decimal places. This was causing confusion for customers trying to enter in 4 decimal place percentages. We have now made that display a 4 decimal % now, to clear up any confusion.


COMMUNICATION:

  • LOGGING A NOTE: When logging a note, sometimes the project name can be long, and it is hard to tell which project you are attaching it to. That said, now if you hover over the project name, hover text will now display the full name. https://www.screencast.com/t/K4zot9AJXbz
  • NEW EMAIL TEMPLATE: It's been requested to have an email template that our customers can use to verify organization information. So you will now see, when creating an email, the "Verify Business Contact Information" template listed under the template dropdown. This is just a quick way to verify, and help you keep your database information clean.


INFO HUB:

  • CUSTOM LINKS: Customers can now add links to the left hand navigation of the info hub. To do this, go to Setup> Info Hub Settings> and there is now a new tab called "Links". There you can add the links you want Hub users to see. 
  • CUSTOM ICONS: You can now customize the icons you use for your directory(s), web content, and other custom links placed in the left hand navigation of the Info Hub, using Font Awesome icons. (One example use-case for this could be, if you had 3 directories, and one is primarily for restaurants, you can now have a custom icon, helping to differentiate it. See an example of what this looks like: https://www.screencast.com/t/Hc61SRn7c0T. )
    Here is a video on how to set this up: https://www.screencast.com/t/jsc7feKOQfYd


CONTACTS:

  • OPT-OUT VISIBILITY: On a contacts profile tab, you are now able to see at-a-glance if a contact has opt-ed out of a list/committee. See an example of what this looks like: https://www.screencast.com/t/HGZsqRGgC
  • ADDRESSES: When typing in a new address both from the back office and the info hub, it now sets the address TYPE to "physical and mailing" by default, however you can change it to one or the other. You are just no longer able to choose "no choice".


SETUP:

  • USER ACCESS LEVELS: On the summary screen of user access levels, you will now see that the description column is being pulled in to help staff members see at a glance the different user access levels they have created. https://www.screencast.com/t/2zoxuV7Qoz
  • GOOD/SERVICES: There is a handy little download icon on the Goods/Services setup screen. See where this is. This spreadsheet download not only gives you a quick and easy way to report on all of your goods and service items, but we have now added more information to the download, including the following fields: Receivables Account, Deposit Account, Product Tax Category, Tax Set, Revenue Recognition Type, and Deferred Income Account.


General Data Protection Regulation(GDPR):

 

For more details on the items listed above or for more information on how to utilize some of these features, visit our Support Wiki

Additional Info

Publish Date : June 4, 2018

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