Report & DB Updates: 2015-August

Report Updates

Enhanced Event Listing Report
Enhanced the Event Listing Report to have the option to pull one, multiple, or all Event Types, the option to pull Building/Room Name/Room Number, Room Name/Room Number, or Room Number and separated the Event Times and Event Title into separate columns for mail merges and exporting options, added "ALL DAY" when Event Start Time and Event End Time are not set, and added options to show/hide Cancelled Events, Events with No Rooms Set, or list Reserved Time instead of Event Time.

Event Listing Report to show events that span multiple days
Fixed Event Listing report to show Events that are for multiple days.

Selected Event Registrants Summary Report Shows #Error in the Amt Refund Column When Negative Pymt Exists
Corrected an error with the "Selected Event Registrants Summary" report that would cause the word "error" to appear in the "amount refunded" column. Renamed Amount Refunded to "Refund/Disc".

"Selected Group Directory Household" Shows MM/DD instead of actual dates
Fixed the "Selected Group Directory Household" report that was showing MM/DD instead of the actual birthday dates.

System Setup Updates

"Available Rooms" view to show cancelled rooms
We have now included rooms that are cancelled in the Available Rooms view.

New My Tasks View "Incomplete: System Emails from Me"
We're adding a new view to the My Tasks homepage tab. This view will list any tasks associated with system-generated messages that are going to be sent from the current user. These messages are generally created by a process step and require no action by the end user as MinistryPlatform will send such messages and complete such tasks every 5 minutes.

Nightly Routine Updates

Notification: Happy Birthday
A notification has been added such that active participants with an email can be sent an email on their birthday if the church sets the new "Send Birthday Greeting" on one or more Participant Types to True. "BirthdayNotificationMessageID" is a new Configuration Setting that defines the message to be used as a template by this notification routine. 

Notification: Post Attendance
A notification has been added such that groups where "send attendance notification" is set to true will have an email sent after an event has taken place to encourage the group contact to post attendance. The email will not be sent if attendance has already been posted. The email will contain a URL to auto login on the portal and take the user to the attendance page. If meeting day and meeting time are set for that group, then events will be created in advance so that the group leader will not need to create those events.  "AttendanceNotificationMessageID" is a configuration setting that defines the specific message template to be used.

Notification: Upcoming Serve Events
A notification has been added such that servants and leaders where "send service notification" is set to true will have an email sent weekly on Wednesdays for the events in the upcoming 8 days when they will serve. The email will not be sent if Bulk_Email_Opt_Out has been set to true for that person. The email will contain a URL to the "my events" page of the portal. "ServiceNotificationMessageID" is a configuration setting that defines the specific message template to be used.

Notifications: New Nightly Routine
We've added a stored procedure to your database that is invoked by our nightly routines. It will be responsible to execute all notifications we deploy from this point forward.  At this time, this "Service_Notification" stored procedure will send birthday emails, attendance posting reminders, service reminders, and task reminders when these are configured to run on your system.

Notifications: Setup Area Fixes
We are taking steps at night to prevent/handle some common mistakes when someone is creating filtered pages and otherwise working in the setup area. Notification will be sent automatically to support@thinkministry.com when we detect and correct an issue.

Database Object Updates

Add Descriptions to all columns on dp_Page
We've added tooltips to all fields on a record in the Pages page of the System Setup area to help those who are extending MinistryPlatform understand what each field does.

Add Descriptions to all columns on dp_Sub_Pages
We've added tooltips to all fields on a record in the Sub Pages page of the System Setup area to help those who are extending MinistryPlatform understand what each field does.

Contact ID Field Not Populated on Various Pages (Limits New Message Tool Functionality)
A value was added to the System Setup > Pages record for several pages. The value we added is to the "Contact_ID_Field". The value in this field tells the platform how the current record relates to a contact record so tools and reports designed to use this relationship can be deployed and used from these pages. The list of impacted pages is:

  • All Invoice Detail
  • All Payment Detail
  • Equipment Reservations
  • Event Groups
  • Event Services
  • Events
  • Group Inquiries
  • Opportunities 
  • Procedures
  • Response Follow-Ups
  • Room Reservations
  • Service Reservations
  • Scheduled Donations

Contact_Staging.Date_of_Birth should be Date Type
We've changed the data type for Contact_Staging.Date_of_Birth to Date from DateTime. The same is being done to Anniversary_Date on that table.

Create dp_Domains.Time_Zone
A new field was added to dp_Domains to store the text value for the default timezone for each domain (aka church).

Group Finder SP Needs to Honor Group_Types.Show_on_Group_Finder
We've made a correction so that the group finder will once again list groups where "Group_Types.Show_on_Group_finder" is true.

Group Finder SP should not show full groups even if group_is_full has not been set to true yet.
We've improved the stored procedure associated with the group finder. It will filter out groups where target size is greater than or equal to current participants EVEN if group is full has not yet been set.

Make Donors.Cancel_Envelope a Required Field Defaulting to No.
We've made the BIT field "Donors.Cancel_Envelopes" not null. This means values can only be TRUE or FALSE.

New Header/Section on the Groups Page called Notifications
We've added a new separate section on the Groups page to list "Notifications". This is accomplished by adding a column to the Groups table called "Notifications" that is of a special/custom BIT type in SQL Server called dp_Separator.

Outstanding Balance Column Added to Pledge Campaign page > Pledges sub-page
A new "Outstanding Balance" column was added to the default field list of the "Pledges" sub page under an open "Pledge Campaign" record.

 

Last Modified: 5/12/2018

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