This release includes development work includes additional work related to the following:
· Mass Phone Bank
o Support HTML in Caller Script
o Support Recurring payment
o Add new Statuses in Database
o Update phone bank queue algorithm
o Support email automation based on donor/investor response
· Advocate Panel
o We have created a feature where the user may enable Advocate Panel for multiple individuals from a current selection.
o You can now display and export Advocate Panel related fields within the current selection.
o Advocate Panel merge fields available within the Mass Activity Wizard
· Mass Email Activity
o Support editing of default merge field values within a Blast Email campaign that was copied.
· Group Handling Within Current Selection
o We have refined how Groups are displayed within the Current Selection AND Export. Now the Group Column will display the associated value(s) in clear text as opposed to a “X” to indicate group membership.
· Current Selection and List Handling
o When saving to a new or existing list or existing group deselected records will not be added.
· Import Wizard
o In the Import Wizard the import will respect Filing Committee transaction default
o Promote Validate Address in User Interface a include helper text to remind users to set.
· Custom Report Development for Client