Aristotle Support

February Release

Article ID: 1167
Last updated: 26 Feb, 2015

 Overview:   

The February Release provides a new Grassroots/Grasstops Summary Report, new Fly-In functionality, two research projects for future product enhancements and adding to the security of the 360 application.

Completed

Fly In Enhancements – We have updated the Fly In Module to support the following:

·         Provide user to resend confirmation emails to participants

·         Support user option to view 10,50,100 or all participants

·         New meeting status value for fly in participants who are not registered but drop in to meet legislator

·         Support mail merge fields to personalize confirmation  emails

·         Confirmation emails support configuration of email sender, reply to and subject line

·         Support html content on confirmation page

·         Data is persistent between different steps in fly in

Research Projects:

·         API Research Project – Research to determine most effective way to deliver action center capabilities using an API

Reports

·         Grassroots/Grasstops summary report. This report will provide counts of unique active individuals and companies by Legislative District to demonstrate the number of assets present within each district.

·         Client Report

 

Webforms

·         Enforce payment option by default so that system demands a payment option be set by default before processing.

·         AMP contributions to be recorded as webform

·         Auto period update to only address updated on and updated by fields

·         Security Improvements

 

Mass Email

·         Validate list to determine if companies are present when sending emails to prevent emails from failing when  company option is selected and only individuals in list of  present.

Import

·         Pad lead characters in Excel import files.  User leveraging an Excel file with Lead Zero(s) will find that Excel will drop the Zero at the beginning of the Source ID. Users may now pad lead zeroes to insure that import may handle this scenario.

Enhancements Comprehensive List

 

 

 

557

Fly In: Apply Button To Resend Confirmation Emails

563

Fly In: User May select to view participants tab based on preference for showing 10, 50, 100 or all participants

565

Fly In - Add Drop In as a new meeting status value

615

Port25 - Allow for an easy way to search port 25 logs

617

Research Test emaill should use the same functionality/code as the blast email uses

830

API Research Project

877

Webform: Set payment option default

878

Fly-In: Confirmation Email - User be able to customize Email Sender, reply to & Subject Line

879

AMP Contributions should show as webform entries

880

Mass Email - Validate before offering 'include company contact'

881

AC 3.0 - Remove dependency on address when individual is trying to take action

882

Fly In: Confirmation Page - Add HTML Support to bottom of Confirmation Page Pop Up and support HTML controls

883

Fly In: Support Mail Merge Field in Confirmation Email

884

Fly In: Make Data persistent between different steps

885

Add "Billing Zip Code" box to the "Credit Card" feature of the contribution web-form

966

AMP support for Project 7

975

Enhancements for the Aggregate Receipt Report (Client Specific)

1216

WebForm Admin - fix auto period update - created on/by fields

1304

Import should append Lead Zero(s) to beginning of Source ID to make a Nine Digit Source ID

1493

Captcha on login page to prevent brute force attacks

1494

SQL Injections - Security

1496

Webform Security Improvements

1565

Grassroots Summary Report

2002

Fly-in WCF service move into new library

2410

Add "Billing Name" box to the "Credit Card" feature of the contribution webform

 

 

 

 

 

 

 

 

 

 

 

Bugs

886

BLOCKER: Bills not populating in action center

979

Transaction Report - Missing digit if amount goes up to million

1400

Unable to pull over calculated fields for an Organization search

1489

Generated report not respecting Display State selection

1502

Display state per receipt default to false

1558

Mass Email Include Company Contact doesn't work with Individuals

1568

Mass Email Include Company Contact doesn't work with Orgs

1569

AC 3.0: Unable to Search By Bill Number

1570

AC 3.0: Unable to Remove a Bill from Alert once it has been added

1601

Mass Email Include Company Contact Current Selection for Orgs Fails

1610

Fly-in tool not recording participants when lacking a proper address

1613

Mass Email Include Company Contact for Ind Group Fails

1672

Mass Email Fails for Ind and Org Current selection

1768

Change Error Message for Default Webform Amount

1769

Setting Payment default removes non default option from webform completely

1868

Mass Email for Quick Selection Org Fails when Co Contact is included

1869

Cannot submit webform contribution

1893

Test case for Centerpoint

1923

Change Title of Confirmation Page within Fly In

1924

Change Confirmation Section Title within Fly-In Manager

1928

Missing ability to Edit Fly In Confirmation Page Button

1938

Change Fly In Confirmation Page Default Button Text

1945

Unable to Save Changes to Fly In Confirmation Manager Footer if Image is present

1946

Selecting Close on Fly In Confirmation Page Logs User Out

1961

Unable to create New Fly In - evtguid populates with all "0's" upon save

1968

Email Confirmation Fields not Populating for Legacy Fly Ins

1969

Email Subject not Populating for Legacy Fly Ins

1970

Unable to Select "Your Legislators" on Fly In Confirmation Page

1977

Fly In Meeting Request - Conducting Multiple searches clears previously selected legislators

1987

Error Submitting Fly in Meeting Request on Staging

2016

Historical transaction connected to the AMP web form

2020

Confirmation emails show both pledge and credit card submission

2076

Add Special Needs UDF Values to the Fly In confirmation email

2081

Special Needs should be hidden in Fly In confirmation email if all are false

2088

Pledge only cannot be submitted when credit card option is available

2157

Unable to Add Merge Fields to Fly In in Firefox or IE

2209

Fly In Email Set Up - Chrome Autofill fills in All fields instead of target field

2280

Disable 'Link' Button from ckeditor for Fly Ins

2286

Your Legislators not being respected on flyin confirmation page

2287

Adding a new legislator reselects the previously unselected legislators

2301

Remove Erroneous line from Meeting request pop up page

2506

Import not going through

2557

Unable to add new participant to Fly In

2558

No 'Drop In' selection when editing a Participant

2564

After viewing Fly In Participant - Display/Sort/Page are not remembered

2677

Fly In Images for Confirmation email not being rendered when sent via sharepoint

2688

Participant not being added to 360 when Fly In Appt is scheduled via sharepoint

2709

Add search option for status 'Drop In' to the Fly In Report

2715

Fly In Appointments of Type Drop In are not being added as Activity to Ind Record

2717

Confirmation Email only includes some of the legislators.

2718

Fly In Participant Search Box needs to be more persistent

2753

Fly In Ind without address cause participation info to populate blank and no participant added to 360.

2808

BLOCKER: Source IDs are not being generated for Individuals coming in through Action Center

2885

Import fails if padding is not selected

2911

Fly In Not Recording Appointment

2993

Grassroots Summary Report: Add Client Name to Report Output

3002

Grassroots Summary Report: State Sort order needs to be: State Governor; Senate; House

3003

Grassroots Summary Report - PDF is getting cut off

3004

Grassroots Summary Report: Totals Omitted from CSV Export

3035

PDF format cut off

3051

From Email left blank returns no results

3056

Add text to help explain email results

3093

Fly In Participants not Loading

3261

Ind with deleted bit for address are not being added as Fly In Participants.

3320

Bills not returning most recent bills from feed

3373

Offline - Webform with Pledge only does not submit

3399

Import does not include address

3416

Unable to schedule a fly in meeting via sharepoint on Offline

3434

Change URL for Special Needs in Fly In

3438

Special Needs UDF Not in confirmation email when accessed via sharepoint

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Article ID: 1167
Last updated: 26 Feb, 2015
Revision: 1
Views: 302
Attached files
item February Release Notes_150225024704.docx (45 kb) Download

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