Version: 6 ========== 6.22 - December 8th ------------------- Core ^^^^ - Sending SMS messages 6.21 - December 2nd 2022 ------------------------ Settings ^^^^^^^^ - Segment rule editing - Forms Settings out of JSON and into user setting Vehicles ^^^^^^^^ - New data model separating ownership from vehicle data - Connections for vehicle ownership - Person > Vehicle editing in sidepanel - Deprecate Vehicle editing in Theme5 Events ^^^^^^ - Sidepanel upgrade for event previews New Micro-service endpoints ^^^^^^^^^^^^^^^^^^^^^^^^^^^ - /api/v2/public/ -> /public/v2 - /api/v2/selfservice/ -> /selfservice/v2 6.20 - November 17th 2022 ------------------------- Core ^^^^ - New email "dropbox" launched to replace IMAP email - Team joining date now in UI and exports - Fix to email viewing for HTML emails - Any attachments to emails are now shown in the email viewer - View a single payments in segments of payments - Navigation to the Membership area now using membership segments Settings ^^^^^^^^ - New control over user form withdrawal 6.19 - November 10th 2022 ------------------------- Core ^^^^ - Can export a segment as a PDF - Address labels, Membership certificates & Custom templates Reports ^^^^^^^ - Can view deferred income split by month 6.18 - November 3rd 2022 ------------------------ Core - Segment Browse and Export ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - Can see the size of the segment - Can see a description of the segment and the rules used to make it - Can export a segment to XLSX - Can browse the segment tree - Can view the segment rules in natural language - Can view the segment rules as structured data (field, operator, value) - Can see a list of browse trees in the left navigation Settings ^^^^^^^^ - Can upload flock_letter_head_image - Can set company_name_registered - Can set company_place_of_registration (see notes for use) - Can set company_registered_office (address) 6.17 - September 15th 2022 --------------------------- Core ^^^^ - Can embed a segment within a segment (set the parent) - Can set the view context for a segment - Can turn mailchimp sync for a segment on or off - Badges value can be set with decimal points App ^^^ - Improved message display (Can see what the message is regarding and who the message was to which had been missing in some messages) 6.16b - September 8th 2022 -------------------------- Core ^^^^ - Backtick short-cut key for changing between databases - Improvements to Segment searching UX - Tags on notes and tasks - When no current membership record, membership section on contact should default to the all filter. - Gift Aid preset on donations if a declaration is on record - Document pages editable in Alpine Core - Fix to badges - unable to enter decimals - Membership tab's "Add membership" now driven by fine grained permissions - Consent actions (including "Record consent") now driven by fine grained permissions - Legitimate Interests actions (including "Record legitimate interest") by fine grained permissions Settings ^^^^^^^^ - Add giving CTA heading to settings - Stripe API key verification - Show last login column in list of users 6.16 - September 1st 2022 ------------------------- App ^^^ - New Membership Management 'Dashboard' Core ^^^^ - Fix to membership details in the membership summary segment table - improved notifications dropdown and preview - minor navigation improvements - Tags viewable in Task tables - Pre-set "gift aid" flag on a donation if a Gift Aid Declaration is present for the contact - Clearer indication of flock trial state on landing page Settings ^^^^^^^^ - correct question types set for disability fields - ability to view user uri and fine-grained permissions on a flock user - improved notifications dropdown - ability to view tasks from dropdown and navigate to the related contact 6.15 - July 21st 2022 --------------------- Core ^^^^ - New vertical navigation on Alpine side panels - Can 'force reload' settings to prevent unwanted caching App ^^^ - Can view organisations as linked members Events ^^^^^^ - Can add 'additional information' to an event, to appear in booking confirmation page (when booked for that event) 6.14 - July 14th 2022 --------------------- Core ^^^^ - Can apply a tag to group member records (not just the contact) Giving ^^^^^^ - Can cancel a pledge - Can pause a pledge - Can resume a pledge - Can delete a pledge - Can change the amount and appeal for a pledge - Can add a tag to a group member (not the contact) Events ^^^^^^ - Can set the zoom level of the map shown to ticket buyers App ^^^ - Can cancel my regular donation - Can download a gift aid statement (pdf) detailing my giving for the financial year - Can elect to have my regular donation increase by a fixed amount each year - Can elect to have my regular donation increase by a percentage each year - Can pause my regular donation - Can resume a paused donation - Can see when my donations are paused, for how long and when the next payment will be 6.13 - June 30th 2022 --------------------- Core ^^^^ - Can see national region on detailed address - Can connect and disconnect Dropbox Giving ^^^^^^ - Donations all migrated to payments - New view of donations for a contact grouped by appeal - Graphing for contact donations in previous 12 months App ^^^ - Donation home for logged in users - Donors can view a list of my donations by tax year - Can sign up for a regular donation via existing DD - Can sign up for a regular donation via new DD - Gift aid declaration stage excluded if gift-aid not active 6.12 - June 16th 2022 --------------------- Core ^^^^ - Fix under-reporting of unpaid memberships (where report start date was the same as the membership start date) - CRM user accounts are no longer case-sensitive. 6.11 - May 19th 2022 --------------------- Core ^^^^ - Can view users, add and remove standard permissions - Invoice viewing for memberships Teams ^^^^^ - Support for attendance tracking for group ticketed events Events ^^^^^^ - Can set Xero Account Code / Cost Centre per event or per ticket type - Register view of attendance for events (view all attendees and quick mark as present/no-show) 6.10 - May 12th 2022 --------------------- App ^^^ - standardise image styles used for events - standardise map style used for events - ensure team application process accurately reflects restrictions Core ^^^^ - configure sheepApp Membership settings - edit extra information on a membership - support for Xero automatic invoice numbering - support for product-level invoice codes - set tax classification on a reusable ticket template Teams ^^^^^ - set attendance per session for team members 6.9 - May 5th 2022 --------------------- App ^^^ - add or edit attendees for an existing event booking Core ^^^^ - new email, membership and contact settings - auto connections based on additional domains on contacts Theme 5 ^^^^^^^ - removing settings which are now available in Alpine (links to new settings added to assist users) Reports ^^^^^^^ - Fix double counting linked member revenue in Membership Revenue report 6.8 - April 27th 2022 --------------------- App ^^^ - first attendee is now set to buyer by default Core ^^^^ - new general settings for organisation details and branding 6.7 - April 21st 2022 --------------------- App ^^^ - attendee details on tickets Core ^^^^ - partner connection controls followup from 6.6 with improved copy and cleaner UX - search by vehicle registration number 6.6 - April 14th 2022 --------------------- Core ^^^^ - New partner connection controls: Xero, GoCardless, Mailchimp, Eventbrite, Dial9, Discourse, Sheep email dropbox, Stripe - New bulk actions set current payment plan on "last" membership - New bulk actions set next membership plan type on "last" membership - New bulk actions set next payment plan on "last" membership Events ^^^^^^ - Attendee details can be set as mandatory on an event 6.5 - April 7th 2022 --------------------- Core ^^^^ - 🏃 faster Data Warehouse (Directory) builds, more regular schedule - 🐛 fix rendering of key/value pairs on memberships extra meta - 🐛 fix blank member since fields in membership leavers report Events ^^^^^^ - New listing modes for group events: "blended" with or "segregated" from the main event listings App ^^^ - "Upcoming Events" panel on group home page - Renewal process - simplify into two steps: - 1. change plan (at next renewal) - 2. renew 6.4 - March 31st 2022 --------------------- Core ^^^^ - Filter by number of vehicles - Export vehicle ownership details - Create note with attachment in a single step Events ^^^^^^ - Can access metadata for an event - Segmented users can change event details including images - Segmented users can attach files to notes App ^^^ - Events marked as "featured" are displayed first and more prominently - Hidden Tickets can be shown via an access code - News pages viewable against a group honouring publish/archive dates (requires custom template config) 6.3 - March 24th 2022 --------------------- Core ^^^^ - 🐛 Apply Gift Aid - fix to honour gift aid scope - GoCardless regular background checks on requested payments - Can use Loqate auto-complete addresses on new and edited addresses - Can search for emails with a "+" character in the email - The tax status of a hire can be configured through the hiring definition Forms ^^^^^ - Can change the author / contact of the form response - Fields can set the core_field_update_policy to decide how data should be applied - Fields from health can be selected as core fields - Can change the context of the form response Events ^^^^^^ - Download document - View Documents Events for Team / Group Leaders ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - Create, & delete events - Change event details - Cancel event - Add new ticket (class) - Delete ticket (if none bought/allocated) - Duplicate event - Edit existing ticket - List tickets for event - View event in sheepApp (if applicable) News pages for teams/groups ^^^^^^^^^^^^^^^^^^^^^^^^^^^ - Can add a new team specific news page - Can delete a team specific news page - Can duplicate a team specific news page - Can edit the content of a team specific news page - Can publish a team specific news page - Can unpublish a team specific news page - Can view all the current team news pages 6.2 - March 17th 2022 --------------------- Core ^^^^ - Can view the extras data on a membership as key value pairs - Form responses with core fields and update_policy of overwrite will replace existing CRM data - Form responses with core fields and update_policy of underwrite will not replace existing CRM data - Form responses with core fields and update_policy of underwrite will update empty CRM data field - Can see VAT on a reservation receipt (when applicable) - Overflowing text in notifications fixed Events ^^^^^^ - Cannot create an App ticketed event if "boxoffice" pack not enabled - Set ticket as member only App ^^^ - Can pay later for tickets (i.e. invoice) - View ticket types according to the sort order provided - Non members cannot purchase member-only ticket types - View memberships according to the sort order provided 6.1 - March 10th 2022 --------------------- Core ^^^^ - Can view and edit lists of domains on a contact - Loqate support (add new person/organisation only at this stage) Events ^^^^^^ - Remove booking definitions - use simple 3 event types - Can see a full order (tickets, payments and attendees) from the events panel on a contact - Change date for event - Can export XLS of orders for an event - List Attendees - Allocate another ticket - Delete a ticket from an order - List tickets on order dashboard - View all tasks - Change event status - Delete event - Delete ticket (if none bought/allocated) - View event in sheepApp (if applicable) Teams ^^^^^ - Can add an achievement to my group (and contacts) - Can view completed achievements for my group - Can view in progress achievements for my group - Can view un-started achievements for my group - Can view events for my group (and not events for other groups) - Can add a new note on a contact in my group - Can edit notes on a contact in my group - Can view notes on a contact in my group App ^^^ - Can see and update two emergency contacts for myself - Can see and update two emergency contacts for each of my linked memberships (e.g. my children) - Can add a vehicle with reduced fields (just reg, make, model) - Failed payments when ordering event tickets removes allocated tickets and stock