Release Notes

October 19, 2018

Fix: Addressed an issue where signup notification emails weren't sent due to encrypted credentials

October 12, 2018

Add: Added short name field to product settings and merge model to use when priting labels

Update: J&M's signup link is now redirected to Rite Bite's signup link due to the acquisition

Fix: Addressed an issue where leading zeros were removed when searching for a dealer at myfundraisingplace.com/dealers

Fix: Addressed an issue where signup notification emails weren't sent when the owning user wasn't set. It now sends to the dealer's primary email address when there's no owning user

September 13, 2018

Update: Email notifications are now sent from the system email when a user’s email credentials are not available

Update: Removed the system administrator user from picklists

Update: Name and email fields are now truncated at 25 and 253 characters, respectively, when synced to QuickBooks, since these are the limits in QuickBooks

Update: The address description from the contact record is now displayed on the group page

Update: The filters on the activity grid are now remembered, making it easier to work through activities from the dashboard tiles

Update: The ‘program’ column has been added to the Fundraisers tab of the group page

Update: New groups now have a default lead rating of one star

Update: Updated links to Avalara’s new AvaTax portal

Update: The ship to address on purchase orders is now available on the sales order in Plex

Update: Added tooltips to the inventory grid for increased clarity

Update: Added Flier State as an available column on the activity grid

Fix: Addressed an issue where the Quantity Left to Buy was not calculating correctly across multiple warehouses

Fix: Addressed an issue where Google Maps was displaying an API error

Fix: Addressed an issue where users were unable to import custom prepack settings

Fix: Addressed an issue where deleted phone numbers were still appearing

Fix: Addressed an issue where the selected note wasn’t popping open or getting deleted

Fix: Addressed an issue where scheduled marketing emails weren’t being sent after the delivery window was past

August 22, 2018

Update: Updated the text on the fundraiser signup page for returning users to display ‘Please check your inbox’ instead of ‘Success!’, which gave the impression that the operation was successful, even if the user’s email address wasn’t in the system

Fix: Addressed an issue where activities created when sending a marketing list were assigned to one user, instead of to individual senders

Fix: Addressed an issue where fundraisers created from the signup link didn’t respect the ‘Include Season and Year on Fundraiser Name’ setting

Fix: Addressed an issue where users were unable to filter the ‘type’ column in the competitor grid

Fix: Addressed an issue where newly created users couldn’t save fundraisers because their default warehouse was null

Fix: Addressed an issue where deleted addresses were still visible on the contact’s card

Fix: Addressed an issue where users would receive multiple notifications when booking a fundraiser in the past

Fix: Addressed an issue where all marketing templates were returned in the email action popup, instead of only active templates

Fix: Addressed an issue where users were unable to Ctrl + click on the grids and add selection to a marketing list

August 14, 2018

Fix: Addressed an issue where users were unable to download touchpoints due to resource utilization

August 6, 2018

Fix: Addressed an issue where signup notification emails weren't getting sent

July 13, 2018

Update: Updated the Non-PMA email notifications to include additional instructions

Update: Country Maid users can now select multiple zip codes at once to add to a territory

Fix: Addressed an issue where the pickup time listed in Outlook delivery events was incorrect

Fix: Addressed an issue where users were unable to export grid data to Excel

Fix: Resized incentive items on the fundraiser page

June 21, 2018

Add: Added territory management to Country Maid portal to replace legacy CRM system

Add: Added ‘Find a Dealer’ functionality to My Fundraising Place

Add: Added ability to schedule marketing emails to be sent at a later date and time

Update: Added date validation when scheduling touchpoint emails

Update: Removed the Address Name field from the online fundraiser signup form, as it was confusing to some users

Fix: Addressed an issue where deleted invoices were displayed when printing pre-pack labels

Fix: Addressed an issue where marketing emails weren’t generating an online signup link

Fix: Addressed an issue where the online signup link would become invalid after being sent in a marketing email

Fix: Addressed an issue where marketing emails would get stuck in ‘Open’ or ‘Pending’ stage

Fix: Addressed an issue where the ‘next activity’ column was populated, although no activity was scheduled

Fix: Addressed an issue where closed opportunities were populating the ‘Next Fundraiser’ column for the group

Fix: Addressed an issue where clicking ‘Close Selected’ on deliveries would not sync the invoices to QuickBooks

Fix: Addressed an issue where the online signup confirmation email would sometimes display the wrong contact’s name

Fix: Addressed an issue where the value in the ‘Monetary Goal’ field on the online signup form would be erased after tabbing to the next field

April 19, 2018

Update: Activity address names are now displayed on the Delivery Route Summary

Update: Address Description is now left-aligned on the Activity Sheet

Update: Activity Sheet is now grouped by activity owner

Fix: Addressed an issue where the timestamp on auto-created notes coming from Group Leader Portal was not displayed in the correct time zone

April 5, 2018

Add: Added button to reset Group Leader Portal order entry form on the Seller Revisions tab of a fundraiser

Update: Drag & Drop functionality on the calendar is now disabled by default. To enable, click ‘Enable Event Dragging’ on the calendar ribbon.

Update: When reassigning an activity, the event is now deleted from the original owning user’s Outlook Calendar

Update: The subject line of delivery activities is now updated automatically in Outlook, without having to manually save the delivery activity

Update: Updated page layout of Seller Summary Excel report for easier printing

Update: Updated Seller Info Pick Ticket to include Batch Number and Seller Range

Update: Updated the online fundraiser signup form to include additional fields

Update: Updated sync agent to sync tax amount to QuickBooks invoices – View setup instructions

 Fix: Resolved an issue where the subject lines of touchpoint emails were incorrect after switching a pending fundraiser to a different program

March 13, 2018

Add: Added dealer setting to set ‘email later’ flag on invoices synced to QuickBooks

Add: Unpaid invoice balances are now returned to FR Pilot from QuickBooks

Add: The Bill To address on an invoice is now saved to the Customer record in QuickBooks

Update: Contact name is now displayed on invoice addresses synced to QuickBooks

Update: The date selected on the delivery paperwork tool is now cached when navigating away

Update: Seller Stat sheet now displays group name and number of boxes

Update: Added bill to and ship to address columns to invoice grid

Update: Users no longer need the ‘Settings’ permission to use QuickBooks Sync Agent

Update: Notes are now created in a popup window, and clicking ‘OK’ saves the note

Update:  A note is now added to the fundraiser when an order is submitted from Group Leader Portal

Update: A confirmation popup is now shown before advancing a fundraiser to ‘Ordered’ state

Update: Contact’s primary email address is now shown on activities synced to Outlook

Update: Added link under Analytics > Touchpoints to view successful touchpoints

Fix: Resolved an issue where invoice revision notes would be created although no changes were made (for invoices containing a tax)

Fix: Resolved an issue where the address description wasn’t visible when selecting an address on an invoice

February 20, 2018

Add: Added integration to Avalara AvaTax

Update: The TotalUnits merge field now displays the total number of units sold on the fundraiser instead of for a specific delivery

Update: The ‘Copy Fundraiser Details’ button displayed when signing up for a fundraiser on myfundraisingplace.com is now displayed as text instead of an icon

Update: Added number of items and profit history to myfundraisingplace.com signup page

Update: Removed closed (lost) opportunities from dashboard ribbon

Update: Removed invoice revision history from Route Summary

Update: Modified Route Summary report to include an area for follow up and moved the summary to the top of the report

Fix: Resolved an issue where marketing emails weren’t getting delivered

Fix: Resolved an issue where marketing emails weren’t getting sent from the correct owning user

Fix: Resolved an issue where the delivery date was printing incorrectly on the flier for deliveries after 6:00 pm

Fix: Resolved an issue where validating an address removed the Post Office box

Fix: Resolved an issue where the fundraiser Start Date was incorrectly set when creating opportunities

Fix: Resolved an issue where the delivery time on a pick ticket was displaying 12:00 am

Fix: Resolved an issue where scrolling with a mouse wheel when entering an order on GLP would change the number of units sold

Fix: Resolved an issue where users were unable to assign an invoice to a new delivery

Fix: Resolved an issue where only the first 12 activities were displayed on the Route Summary

Fix: Resolved an issue where the incentive column wasn’t getting populated on the fundraiser grid

January 18, 2018

Update: Programs now support up to 35 items (instead of 25)

January 12, 2018

Add: Added group Time Zone field to support dealers who cross time zones

Add: Added TimeZoneAbbreviation merge field

Add: Added ability to create, modify and delete incentives

Add: Added ability to assign multiple incentives to a fundraiser

Add: Added IncentiveDescription merge field

Update: User’s time zone is now shown when creating activities

Update: Reports and touchpoints now respect the group’s time zone

Fix: Resolved an issue where smart list editor wasn't loading completely

November 2, 2017

Update: Added delivery driver (owning user of activity) on pick ticket

Update: Added delivery driver (owning user of activity) on activity sheet

Fix: Resolved an issue that was preventing the delivery date and time from displaying on the activity sheet

Fix: Added logic to retry sending order confirmation emails when they fail to send

October 10, 2017

Fix: Resolved an issue that was preventing modified invoices from syncing to QuickBooks when the dealer setting to sync ordered invoices was enabled

October 6, 2017

Fix: Resolved an issue that was preventing the activity sheet from downloading when an address was missing

October 4, 2017

Add: Users can now click an address line to copy it to their clipboard

Add: Added description field for phone numbers

Add: Added social media field for groups under the More Info tab

Update: Added ‘Return Order On’ column to group and contact fundraiser grids

Update: Set QuickBooks sync state to ‘Excluded’ for inventory transfers since these are not synced to QuickBooks

Update: Pre-pack settings can now be customized per program

Fix: Resolved an issue where ordered invoices created by GLP weren’t syncing to QuickBooks

Fix: Reordered open activities on the group page to display in ascending order

Fix: Resolved an issue where the invoice date wasn’t getting set to the delivery date for invoices created by GLP

Fix: Resolved an issue that was preventing the custom prepack settings template from downloading in Microsoft Edge

September 12, 2017

Add: Added ability to remove an entity from a marketing list

Add: Added competitor tracking to More Info tab on Fundraisers

Add: Added ability to copy an entire smart list to a marketing list

Add: Added ability to delete an email action from the grid

Add: Added ‘Start At’ as an available column on the activity grid

Add: Added sample details to Route Summary report

Add: Added Created By column to email grid

Add: Added zip code field on new contact signup form

Update: Improved responsiveness of signup form

Update: Job title is no longer a required field on new contact signup form

Fix: Group primary contact is now selected by default on signup form

Fix: Resolved an issue where filters were inadvertently applied to the Marketing List grid

Fix: Resolved an issue where the invoice date – on invoices created from GLP – wasn’t getting set to the delivery date

Fix: Removed deleted and cancelled activities from the Outlook activity feed

September 6, 2017

Fix: Re-ordered activities on the group page descending by start date 

August 25, 2017

Add: Added dealer setting to default all invoice dates to be the same as delivery date

Add: Email address of primary contact on a group is now synced to QuickBooks with invoices to allow for ACH payments

Add: Added dealer setting to sync invoices when status is ‘Ordered’ instead of ‘Delivered’

Add: Group Leaders can now sign up for a fundraiser online

Add: Added SignupURL to merge models

Add: Cover Letter template added as a new template type

Add: Choose to print a cover letter or related fliers from a Send Startup Kit activity’s print icon

Add: Added user setting for default warehouse which is used for new fundraisers

Add: Opportunity Book Date added to Fundraiser Grid column chooser

Add: Added dashboard tiles for web signups and unassigned contacts

Add: Added ability to view inventory grid across all warehouses

Update: Username is now saved on FR Pilot Sync agent

Update: Changed the Opportunity tiles to look across the current season

Update: Changed group activity type from ‘Activity’ to ‘Group Activity’

Update: Print Flier activities have been renamed to Send Startup Kit activities

Update: Sample type of ‘Mailed Samples’ added

Update: Enabled samples on Send Startup Kit activities

Update: Added hyperlinks to group website and phone numbers

Update: Users can now delete invoices from the ‘Invoice’ tab of a fundraiser

Update: Map icon has been replaced to increase clarity

Update: Added ability to remove contacts/groups from marketing lists

Update: Updated interface for filtering products

Update: Sample flavors and quantities are now included on Delivery Route Summary

Fix: Resolved an issue where the Fliers to Mail dashboard tile was incorrect

Fix: Resolved an issue where the Print Label status wasn’t properly updating to ‘Reprint Needed’ following seller info changes

Fix: After creating a new group, users are now redirected to the group page when using Internet Explorer or Edge (Chrome was already working as expected)

Fix: Resolved an issue where the selected activity wasn’t getting deleted on the group page

Fix: ‘Next Fundraiser’ column is now populated on the grids

Fix: Users can now navigate to dealer’s website from MyFundraisingPlace.com by clicking on the dealer’s logo

Fix: Resolved an issue where a deleted group email address was still displayed on the grid

Fix: Resolved an issue where touchpoint emails weren’t saved in users’ Sent Items – emails were still sent to recipients

Fix: Opportunities are excluded from total fundraiser count on dashboard

Fix: Resolved an issue that was preventing Internet Explorer and Edge users from exporting smart lists

Fix: Resolved an issue where data imported into GLP wasn’t saved

August 2, 2017

Fix: Resolved an issue that was preventing touchpoint emails from saving to the user's Sent Items

Fix Resolved an issue that removed Google Analytics

July 26, 2017

Fix: Resolved an issue that was preventing warehouse addresses from being created

July 18, 2017

Add: Added ‘Opportunity’ stage to fundraisers

Add: Added static marketing lists

Add: Added ability to track competitors on opportunities

Add: Added lead score calculation to prioritize leads (groups)

Add: Added ability to send email marketing campaigns to a list of recipients

Add: Added role-based and custom dashboards to the homepage

Add: Added opt-out functionality to email marketing campaigns

Add: Added filter row to activities grid on contacts and groups

Add: Added phone number lookup to FR flier page

Add: Added ability to sort by total items sold on Seller Info page

Add: Added CurrentlyLoggedInUser as owning user option for smart list builder

Update: Performance improvements to the Fundraiser grid

Update: Modified the ‘Minimum per person’ field length and added label for calculated minimum on the fundraiser page

Update: Smart list selections are now cached

Update: Alphabetized column options for the grid column choosers

Update: Reordered the tab index when adding a new product

Update: Removed inactive groups/contacts from jump lists (recently viewed)

Update: Removed ‘UPDATED’ from the subject line of updated activities synced to Outlook

Update: Updated delivery paperwork layouts

Update: City, state and county are auto-filled when Zip Code is entered

Fix: Activities synced to Outlook now show local time instead of UTC

Fix: Resolved an issue where the action buttons were disabled when a smart list was selected

Fix: Resolved an issue that was preventing users from adding new vendors

Fix: Fixed the styling on GLP after page was locked

Fix: Removed the leading zero in price cells

Fix: Delivery activity subject is now updated to account for multiple invoices

Fix: Dragging activities on the FRP calendar now triggers a sync to Outlook

Fix: Removed the unnecessary dialog box occurring on the user settings page

June 27, 2017

Add: Added ability to assign multiple invoices to a single delivery

Add: Added a ‘Quick Pick-up’ delivery option from an invoice

Add: Added GLP prompt when submitting sellers with zero quantities

Add: Added ability to set default pre-pack setting per group that maps to new fundraisers

Add: Added ‘Delivery Minimum’ field on the group page that maps to new fundraisers

Update: Performance improvements for reliability and speed

Update: Updated delivery paperwork to account for multiple invoices

Update: Updated interface for creating new groups to more easily capture relevant information

Update: Clicking on the version number now opens the latest release notes

Fix: Custom invoice names are now saved on the initial save

April 25, 2017

Add: Added Smart Lists

Add: Added Office 365 calendar sync (View Instructions)

Add: Added ability for users to manage their own profile

Add: Added user-level setting to remove time selection alert

Add: Added button to resolve all high-confidence addresses

Add: Added ability to import data into Group Leader Portal

Add: Added dealer-level setting to set default owning user for ‘print flier’ activities

Add: Added dealer-level setting to set default tax settings

Update: Performance improvements for reliability and speed

Update: Updated GLP link options to include copy to clipboard and send in email

Update: Invoice stage button is disabled for two seconds after advancing stages

Update: Header row is frozen by default on Group Leader Portal

Update: Removed inactive users from homepage list

Update: Replaced ‘refresh’ and calendar arrow icons to align with standard icons

Update: Updated interface for managing lead sources

Update: Updated interface for importing leads

Update: Added ‘Modified On’ and ‘Created On’ as column options on the template grid

Update: Added date and time stamp to customer notes from myfundraisingplace.com