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Changelog

1.1.2 – October 21, 2024

  • Enhancement: Add new functionality to enhance user reminders. Function returns basic profile information for those at or above a specified readiness score.
  • Bug fix: Resolve ‘non-numeric value encountered…’ warning in calculator code

1.1.1 – August 19, 2024

  • Enhancement: Ask calculator code improvement.

1.1 – August 5, 2024

  • Enhancement: Add powerful new ability to update and recalculate the ask results for any previously submitted profile. Feature is exclusive to Team-level and “Pipeline + Sectors” subscriptions only.

1.0.3 – October 23, 2023

  • Enhancement: Ask calculator code improvement

1.0.2 – September 25, 2023

  • Enhancement: Ask calculator code improvement

1.0.1 – August 7,2023

  • Bug fix: Profile ‘Updated At’ date not being set when the ‘Actual Pledge’ value is changed by the user.

1.0 – June 23,2023

  • Initial full public release.

 

Preview 1.3 – June 20,2023

  • Enhancement: Implement optional sector-specific donor profile questions and calculations. Applies to select member account types.

Preview 1.2 – April 27,2023

  • Enhancement: Implement Corporate Account system

Preview 1.1.3 – April 14, 2023

  • Enhancement: Improved login/logout redirection

Preview 1.1.2 – April 10, 2023

  • Enhancement: Add the ability for user to optionally put the ID from their donor database system against each donor in the calculator

Preview 1.1.1 – March 23, 2023

  • Enhancement: Improved accuracy of the annual pledge and annual pledge after taxes calculation

Preview 1.1 – March 17, 2023

  • Enhancement: Addition of ability to enter the actual pledge status and amount as appropriate.

Preview 1 – March 2, 2023

  • Enhancement: Integration of membership handling including subscriptions and payments
  • Enhancement: Add ‘Notes’ page to the Calculator for Donor Profile Notes
  • Enhancement: Add ‘Detailed’ option for profiles listed in the Library
  • Enhancement: Add ‘Summary’ and ‘Detailed’ profile data CSV downloads at the bottom of the Library page
  • Enhancement: Add ‘Save &’ to ‘Next’ and ‘Calculate’ buttons in the calculator form
  • Enhancement: Revision to the Ask Results page to combine two drop-downs into one for ‘Tips for asking and closing a gift’
  • Enhancement: Add ‘Created By’ text and name in the Donor Profile PDF
  • Enhancement: Revise the PDF to show new Notes fields in full-width area on a second page
  • Enhancement: Refinements to the calculator formulas
  • Bug: Fix missing spouse/partner information on the Ask Results page.

Beta 1 – December 9, 2022

  • Initial Public Beta Release