Portal - March 2013

  • Allow users to sign up for Mission Trips.
Make a Pledge - *new*
  • Allow users to commit to a Capital Campaign via the Portal.
My Pledges - *new*
  • Allow users to review and cancel active Pledges.
My Calls - *new*
  • This page will allow an authenticated user with the relevant security role to see the phone calls they need to make and information about the person who needs the phone calls. It will allow them to indicate a completed call.
 
Event Registration / Payment Process
  • "Free Event" text and "Paid Event Text" can be customized via configuration values. This is the text displayed on the final checkout form. There was previously a section with the phrase "billing information" that was not editable.
  • "&" and " and " are no longer permitted in the First Name field of the Checkout form
  • Reorganized all action buttons for events, online gifts, mission trip gifts, etc.
    • All "back" / "cancel" buttons are located in the lower left section of the page
    • All "next / complete" buttons are located in the lower right section of the page
  • Added language to the top of each page that identifies event registration, online giving, etc. as "step 1" of a 3 step process
 
Event Sign Up
  • "&" and " and " are no longer permitted in the First Name field of the sign up form
  • Product and Option Group "description" fields will now be displayed on Event Sign Up forms
  • Several fields are now prefixed with "Registrant's" -> "Registrant's First Name"
  • Additional CSS classes/IDs have been added to many elements
  • If a Form Response record has the "&" character in a text box it will be saved correctly
 
My User Account
  • If a user is directed to this page using the New Message tool and they don't have a User Account, it will be created for them. Users previously had to click "save changes" to create the user account.
  • "&" and " and " are no longer permitted in the First Name field.
 
Login (new user accounts, forgotten passwords)
  • If a user clicks "forgot password" they will not be sent an e-mail with a new password. Instead, the e-mail address they provide will be sent an e-mail with a link for each person associated with that e-mail address. When a user clicks on the link, they will be logged in and taken to the my_user_account page where they can update their password.
  • If a user fills out the form to create a new user account, the Portal will compare the e-mail address entered to MinistryPlatform.
    • If that e-mail address is located, an e-mail will be sent with a link for each person associated with that e-mail address. When a user clicks on the link, they will be logged in and taken to the my_user_account page where they can update their password.
    • If that e-mail address is not located, a new contact and household will be created. An e-mail will be sent to the e-mail address entered containing a link to the Portal. When a user clicks on the link, they will be logged in and taken to the my_user_account page. Their user account record will be created when they go to this page and they will be able to set their password. Note: If your church has the configuration setting "users cannot create new contacts" enabled, this description will not occur and an e-mail will not be sent. The message you provide to users will still be displayed.
  • All error messages now display below the password text field.
  • The error message container contains a CSS class that can be styled.
These changes mean that a password will never be reset by the software and passwords will never be sent via e-mail from the login page.
 
Mission Trip Giving
  • Donations made to a Mission Trip (Pledge Campaign) where that Pledge Campaign does not have a Program assigned will be correctly assigned to the default program in your configuration settings
 
Group Finder
  • A Ministry ID can be passed through the URL to filter the Group Finder (?filter=ministry:1)
  • Moved the buttons on the group details page (back and submit) to be consistent with other Portal changes
 
Opportunity Finder
  • Opportunities with more responses than the maximum allowed value on the Opportunity record will no longer display. If a Response is "Not Placed" it will not count towards the maximum allowed.
  • Moved the buttons on the opportunity details page (back and submit) to be consistent with other Portal changes
 
My Group Members (my groups)
  • Leaders and Primary Contacts can see the "date joined" for each participant
  • Added CSS classes to all grid columns and content for further skin control
 
My Mission Trip Detail
  • Dollar amounts are adjusted to support multiple currencies
  • Leaders: mission trip participant list is now hidden when a leader views their donor list
 
My Subscriptions
  • Churches can manually override the order publications are listed (Online Sort Order field on the Publication record)
  • A new "opt out" checkbox will allow a user to opt out of all future e-mail communications (updates the Bulk_Email_Opt_Out field on the Contact record)
  • The list of campuses is now filtered to respect end dates and "available online" 
 
Opportunity Finder (by survey)
  • Opportunities will only be displayed if they are public, and the opportunity date is either blank or in the future
 

Last Modified: 4/7/2018

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