Core Tools - Fall 2015

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Add / Edit Family Tool
  • Fixed an issue where an extra space was added to the Display Name in Add / Edit Family Tool.
  • Add / Edit Family Tool was enhanced to accommodate adding/editing up to 15 Family Members.
  • Add / Edit Family Tool was enhanced to disable the Save button while background processing is taking place.
 
Assign Envelope Number Tool
  • Fixed an issue with Assign Envelope Number Tool where names with certain characters (like O'Neal) would not work.
 
Combine Contacts Tool
  • Fixed an issue with special characters in email addresses being changed to a blank space when combined using the Combine Contacts Tool.
  • The Combine Contacts Tool was enhanced to handle suffixes with special characters.
  • The Combine Contacts Tool was enhanced to combine all Participant and Donor Notes into the surviving record. The tool will automatically truncate values that exceed the default field length.
 
Copy Batch Tool
  • Fixed an issue where the updated Setup Date and the Operator User were not being honored when copying a Batch with the Copy Batch Tool.
 
Core Tool Management Tool - *new*
  • Created new CoreTool Management Tool that allows Administrators to reload Configuration Settings. This tool can be accessed from System Setup > Domains/Accounts page by Administrators.
 
Deceased Persons Tool
  • The Deceased Person Tool was enhanced to change the password of the Deceased to a null value which will stop any further use of the record.
  • Deceased Person Tool was enhanced to allow Envelope Numbers to be moved to Spouse if they don't currently have one.
  • Deceased Person Tool was enhanced to unsubscribe the deceased from all Publications.
  • Deceased Person Tool was enhanced to allow you to change Participant Type and set a Participant End Date.
 
Export Deposit Tool
  • Deposit Export Tool was enhanced to support the Shelby GL2000TRN file format. This will allow you export deposits to Shelby even if Shelby and MinistryPlatform are not on the same server. Please see Shelby documentation to understand this file export workflow. Preliminary tests also indicate this file will work with ShelbyNext.
 
Form Responses Tool
  • Fixed an issue where a comma in a Field Label could break the Form Responses Tool output.
  • Fixed an issue where the export did not consistently include non-required fields. Form Response tool now consistently returns the same results whether launched from an Event record or from a Form record.
  • Fixed a misspelled title on the Form Response Tool.
  • Form Responses Tool was enhanced to honor the Form Field's Column Order when creating the export file.
  • Note: The Form Field Label field has been set to 128 characters on all customer systems. The Portal update also added a new Alternate Label that should be used for all long labels.
 
Group Attendance Tool
  • Fixed an issue where the updated Room was not being honored and the first Room in the drop down was selected when using the Group Attendance Tool.
  • Fixed an issue where Group Member's ages were incorrectly rounded up (visually) when using the Group Attendance Tool.
  • Fixed an issue where all Group members had to be selected in order for the tool to record attendance.
 
Impersonate Portal User Tool
  • Impersonate Portal User Tool was enhanced to no longer require the Can Impersonate bit field to be True on the User record. 
 
Mail Chimp Sync Tool
  • Fixed an issue that prevented re-subscribing an email address previously unsubscribed when using the in MailChimp Sync Tool.
  • Fixed an issue where all Contacts sharing the same email were not unsubscribed if one Contact unsubscribed when using the MailChimp Sync Tool.
  • MailChimp Sync Tool UI completely rewritten!
  • MailChimp Sync Tool was enhanced to show a summary of all changes that took place.
  • MailChimp Sync Tool was enhanced to send the First Name and Last Name of the first Contact with an email address to MailChimp. Note: For multiple Contacts sharing the same email address, MailChimp only allows one unique email address per list. Thus, only the first Contact with a given email address will have first and last names in MailChimp.
 
Map My Selection Tool
  • Fixed an issue where the stored procedure caused excessive GeoCoding every time the Map My Selection Tool was used.
  • The Map My Selection Tool was enhanced to detect and warn for a missing Bing API key.
 
Reset User Security Tool - *new*
  • Created new Reset User Security Tool that allows Administrators and those responsible for managing User accounts to create a selection of Users or Contacts and reset both the User and Contact GUIDs.  This tool can be accessed from the Contacts or Users pages. Warning: If you reset your own security, you will need to close your browser completely and then, log back into the Platform before attempting any other actions.
 
Transfer Selections Tool
  • Fixed an issue where internal system selections were visible in certain situations in the Target Selections drop down of the Transfer Selection Tool.
 
Trim Selections Tool
  • The Trim Selection Tool was enhanced to include the option to trim based on the 'Do Not Text' field.
 
General Enhancements
  • CoreTools no longer relies on User GUID / Domain GUID parameters to authenticate the tool. Tools now makes use of the internal OAuth server. This increases the security of CoreTools to match the Platform.
  • Platform views and result/selection counts, if applicable, are now refreshed/updated after closing a Tool.
 

Last Modified: 3/30/2018

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