Changelog

1.0.3 – October 23, 2023

1.0.2 – September 25, 2023

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

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

Preview 1.1.3 – April 14, 2023

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