Release Notes - September 11 & 12, 2017

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Please note that product releases are scheduled as followed by environment:
Canadian = Monday evening | Australian = Tuesday morning | U.S. = Tuesday evening

Product Functionality

Donations:  Giving Transaction Export *BETA-testing

This export is for clients who would like to have both the gift and designation details of a transaction consolidated into one export.  This export type will be available across all GIDs and is designed to only combine all giving form transaction data within a specific GID.

Where can I access additional information about this product and/or submit feedback?
An additional page listing known issues and product functionality can be found here on our FAQ.  If you would like to provide feedback on this product you may access the form here.

Where can I access this new export?

 A new menu item will display under the admin option of Donations --> ReportYou can also access a new tab under Reconciliation Reports from the admin tab interface.

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How will this export work?

A new recon exporting option will be present below the current reconciliation tab that will launch a new table and option for the setup wizard. The wizard will allow for additional configurations including: date filtering, scheduling, notification emails and SFTP file retrieval if this option is enabled on your site.

Will this export allow custom fields to be added?

Additional Export Field list option will allow admins to add both Profile and Re-usable Instance fields to their export.  Once the configuration of fields has been selected, this will establish a standard for all giving transaction exports to include these fields.  This can be a unique configuration per GID, not per export within the same GID.

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Will Adjustments and Offline Transactions display in this export?

This export will pull in giving transactions across multiple campaigns for the date range defined.  By design it will not include offline transactions for reconciliation purposes and because adjustments for giving are extremely rare and commonly keyed into a client's offline database when they occur, adjustments will not display in the file. 

Will fields marked as "Allow export of this field: = false" be exportable in this export?

Fields marked at GID=1 to not allow exporting will not be accessible in this recon regardless of admin type.

Why does the donation amount repeat on the designation rows for that transaction?

The donation amount repeats on each respective row to provide the total amount available for selected designations.  If a client would like to sort on this field for a specific transaction ID, they will know the amount drafted today 'Order Total', amount available for allocation for all designations 'Donation Amount', and amount allocated to each designation 'Designation Allocation'.

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If recurring transaction, you would expect to see amount drafted today 'Order Total', total gift amount that is available for allocation for all designations 'Donation Amount', and current collected amount allocated to each designation 'Designation Allocation': 

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What column layout can we expect for this export?

  • Commerce Identifiers (unique per client)
  • Community Name
  • Community ID
  • Campaign Name
  • Campaign ID
  • Constituent ID
  • Member ID
  • First Name
  • Last Name
  • Reuseable and additional Profile Fields (Defined by client - unique per GID)
  • Order Total
  • Transaction ID
  • Purchase Date
  • Authorization Code
  • Customer Trans Number
  • Retrieval Code
  • Appeal Code
  • Donation Amount
  • Designation Name
  • Designation ID
  • Designation Allocation
  • Designation Percent
  • Designation Instructions aka Filled In Value
  • Billing Name
  • Credit Card Type
  • Billing Email
  • Billing Phone
  • Billing Street 1
  • Billing Street 2
  • Billing City
  • Billing State
  • Billing Zip
  • Billing Country
  • Scheduled Payments Active
  • Payment Frequency
  • Total Scheduled Amount
  • Next Payment Date
  • Payments Remaining
  • Payment Type
  • Amount to Date
  • First Payment Date
  • Original Trans ID
  • Event Name
  • Event ID
  • Designation Identifiers (unique per client)

What are supported special characters for Designation and Commerce Identifiers names/column headers?

  • forward slash
  • back slash
  • underscore
  • pound
  • hyphen
  • space
  • period
  • alphanumeric
  • apostrophe
  • ampersand
  • open/close parenthesis
  • comma, colon, semi colon
  • question mark

Any characters used for naming purposes outside of this list runs the potential risk of creating errors in SQL to successfully export data. 


Issue Resolution

Events

  • ENC-29064 - Resolved issue where cloned events did not have full attendee list functionality.  The fix ensures the attendee list is reachable from both admin and attendee's list button on the event.  Admin can also edit columns on attendee list.

Events with Donations

  • ENC-20601 - Resolved issue where admins who submitted event registrations with a donation and skipped billing were prompted with a message the gift was not successful. 

 

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