Report & Database - November 2016

Don't miss the enhanced and expanded Promotion routine detailed below!

Report Changes

Enhanced Selected Contact Facts Report
We have enhanced the Selected Contact Facts report by adding an option to show/hide the different sections of the report.            

Enhanced Selected Program Group Multi-week Roster Report
We have enhanced the Selected Program Group Multi-week Roster report on the Program Groups page by adding an option to show or hide the DOB column.

Enhance Room Availability Research Report
We have enhanced the Room Availability report to show rooms that are booked to include setup/cleanup time and not just the event time.

Enhanced Donation Analysis Report
We have enhanced the Donation Analysis report to include the option to include or exclude Soft Credit Donations.

Enhanced Selected Contact Dashboard Report
We have enhanced the Selected Contact Dashboard report to include an option include or exclude Soft Credit Donations.

Enhanced Selected Group Attendee Search Report
We have enhanced the Selected Group Attendee Search report to include the option to include or exclude past Group Participants.

Enhanced Mission Trip Donation Report
We have enhanced several reports so that the drop-downs adhere to the Configuration Settings > SSRS > CurrentCampaignFilters to list only Events associated with current Mission Trips. Must have "Yes" in the Configuration Setting to limit the Event list.

Fixed Selected Form Responses Report

  • We have fixed the Selected Form Response report that would not display any records when a large selection was made and would time out.
  • We have fixed the Selected Form Responses that is available on multiple pages to limit the results based on the record the user is currently on or the current selection from the page.
  • We have fixed the Selected Form Responses where an issue with the Form Fields option that restricted the Instructions from printing.
  • We have fixed the Selected Form Responses report on multiple pages to sort based on the user selections.

(Note: For those not on SQL 2012 or higher, these fixes do not apply. You do have this report currently available on your system, but not with these enhanced features. If in the future you choose to upgrade your SQL server version, please contact Support and we can add any report enhancements not previously able to be deployed.)

Fixed Giving Band Reports
We have fixed the options (zip, city, company, contact status) for the "1 Row by Household" option on the Giving Band Analysis, Export, and Summary reports.
    
Fixed Group Recommendations Report
We have fixed the Group Recommendation report to move it from Groups page to Contacts page so that it can be run without error and provide the desired results.

Fixed Selected Group Family Listing Report
We have fixed the Household name on the Selected Group Family Listing report that was causing an error when the Household name is over 50 characters.

Fixed Envelope File Multi-Campus Report
We have fixed the Envelope File Multi-Campus report so that it only includes Donors with Envelope Numbers.

Fixed Selected Response Letter Report
We have fixed the Selected Response Letter so that html code is not displayed in the body and from fields when run from an Opportunity.

Processes, Roles, & Configuration Setting Changes

*NEW* Event Full Process
We have added a new default Process for when an Event is Full. To turn it on: add the appropriate Process Manager, set Active to True, add Email Template to Step 1, and verify Email From/Specific User. Note: If you previously had this Process created on your system, a duplicate Process will not be added.

Fixed Room Request Process
We have fixed the default Room Request process by changing the Dependent Condition formula to have better syntax so it will fire properly.

System Setup Changes

*Professional Services* Enhanced Task Notification for Red Flag Specific Tasks
For those who desire to engage Professional Services to add the custom Red Flag Alert: We have added a new Contact, User, and Configuration Setting for the Red Flag User so administrative staff does not receive task notification emails associated with it. The Configuration Setting for those who purchase Red Alert is: SERVICES,RedAlertUserID. Note: This functionality is part of future/new requests only. If you previously had the red flag feature added to your system by Professional Services and would like this enhancement, please email your request to Support.

Enhanced Messages Log to Include Action Status Time
We have enhanced the Recipient record to include a field for the Action Status Time so you can see both the date and time of the message and the date and time of the action. This field is also now included in the Contact record Message Log sub-page.

Nightly Routine Changes

*NEW* Promote by Promotion Date
We have added a "Promotion Date" field to the Groups record. Promoting Groups for a new ministry year is now as simple as defining the Promote to Group and setting this date. When the date comes around, the system will promote Group Participants automatically. If some participants should be left behind, set the Auto Promote value (new) on the Group Participants page to FALSE. If servants and leaders in the group should be left behind, set the "Promote Participants Only" value (new) on the Group record to True.

Enhanced Age-Based Promotion
We've enhanced the Age-Based Promotion Routine to honor the Auto Promote bit field that is new on the Group Participant record. When Auto Promote is set to false, the Group Participant will not be promoted when they reach the "Age in Months to Promote" value on the Group OR when the Group's "Promotion Date" is reached. When Auto Promote is set to true, the routine will promote based on the "Age in Months to Promote" value OR the Group's "Promotion Date" is reached. If both values are set, the first value reached will cause the routine to promote the Group Participant.

Enhanced Group Attendance Notification Routine

  • We have enhanced the nightly routine that sends out the Group Attendance Notification by allowing you to choose what application URL you want the leaders to use to put in attendance. For example, you might choose MobileTools Group Manager or Portal My Groups. There is a two new Configuration Settings loaded for this feature:
  • We have enhanced the nightly routine that sends out the Group Attendance Notification by allowing you to choose what visibility level you want the Events that are created to use. There is a new Configuration Setting "SERVICES, AttendanceVisibilityLevel" loaded for this feature.

Enhanced Activity Date for Group Participants
We've enhanced how the activity date is set for an Activity Log entry from a Group Participant. It will always be the start date for groups where only the start date should be audit logged. It will be the end date or today's date for a group where ongoing participation should count towards current activity. See FAQ 4 & 5 in this KB for details.

Enhanced Data Quality Routine

  • We have enhanced the nightly Data Quality routine to populate missing Nickname values. If the Nickname field is null, the routine will auto-populate the Nickname field with the First Name.
  • We have verified that your system and custom reports no longer reference three deprecating Configuration Settings:
    • CHECKIN,DefaultGroupRoleID
    • PORTAL,PendingGroupRoleID
    • MOBILETOOLS,DefaultGroupRoleID
  • We have enhanced the Data Quality routine for Register into Series so that when a person registers for a future Event, the routine will add the person to all future Events in the series. For example, Tom registers in December for Event #2 in an 8-week bible study starting in January. He would be added to Events #1-8.

Enhanced Event Reminder Routine
We have enhanced the Event Reminder email to have the "From" and Reply To" name displayed using the sender's Nickname instead of First Name.

*Professional Services* Enhanced Opportunity Respondent Message
For those who have or desire to engage Professional Services to add the custom Opportunity Respondent Message: We have added additional tokens for the 15-min routine that emails those who responded to an Opportunity. Subject token: [Nickname] Available Body tokens: [Nickname], [Email_Address], [Mobile_Phone], [Opportunity_Title], [Last_Name] (of respondent).

Fixed Registrant Message Duplicates
We have fixed the Registrant Message Notification to prevent sending duplicate emails out under certain circumstances.

Fixed Activity Log Duplicates
We have fixed the nightly routine that updates the Activity Log that can add duplicate entries under certain circumstances.
    
Fixed Care Cases Data Quality Routine
We have fixed an error that arises on the nightly routine for data quality for those who do not have Care Cases.

Fixed Group Attendance Notification

  • We have fixed the nightly Group Attendance Notification to consider the Congregation when determining if any Events are missing so the system will add only Events for the specific Congregation.
  • We have fixed the Attendance Notification to take into account Event Groups when creating missing Event Meetings. We have also accounted for missing Event Groups when Event and Group exists.

System Setup Changes

*NEW* Fix Male w/ Female Title View
We have added a new Data Quality view for Fix Male with Female Title to show Contacts with a gender of Male, but a Female title (e.g. Miss).

Fixed Care Outcome View Descriptions
We have fixed the description for the standard care outcome "2. Assigned" and "3. Closed-Success" views on the Care Cases page switching them to reflect the actual description of the intended outcome.    

Database Object Changes

Fixed Classroom Manager Stored Procedure
We have fixed the Classroom Manager stored procedure for the "Other Household Members" data pull that wasn't working properly.

Enhanced Group End Date Trigger
We have enhanced the trigger for when a Group is end dated to include Audit Log entries on the related Group Participants records being end dated by trigger as a result of the Group being end dated.

Enhanced Event Cancellation Triggers
We have enhanced the trigger for when Event is cancelled the related facilities reservations (Rooms, Equipment and Services) are also marked as Cancelled = True and text of **CANCELLED** is added to the Notes instead of being deleted. Also, when the Event is un-cancelled, all related facilities reservations are also un-cancelled.
    
Enhanced Reciprocal Contact Relationships Trigger

We have enhanced the trigger for reciprocal Relationship so that updates to one relationship (like adding an end date) will trigger an update the Reciprocal Relationship.

Enhance Registration Active Trigger
We've changed the trigger that turns off registrations when the Participants Expected value is exceeded. The change is to avoid turning off registrations unexpectedly and to audit log the action taken by the trigger.

Enhanced Tool Tip Help Text   
We have added tooltips (help text) on several pages. Hover over field labels to see the help text. The following pages were updated: Contact Staging, Processes, and Process Steps.

 

Last Modified: 5/12/2018

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