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Release Notes: December 12, 2024

akoyaGO release notes give all users information about bug fixes and enhancements in the current release. This document describes all changes as of 12/12/2024. Documentation will be updated or created to reflect these changes. If you have questions, please contact your account manager or akoyaGO Support. Please be aware that you may need to refresh your browser, clear your browser cache, or log out/log back in to see the following changes. 

 

akoyaGO

  • Bug Fixes
    • We have fixed Alternate Addresses in Contact. Alternate Addresses is responsive to the active dates and does not rely on Active Address being set.
    • We have fixed various bugs having to do with Canadian postal codes by fleshing out the logic we use to autofill city and province on Contact and Constituent.
    • We have fixed a bug with letter generation in which the compile pdf job would time out during big jobs. This feature can now generate letters for up to 250 records at a time.
       
  • Enhancements
    • Program Budgets can now be assigned at the Payment level. If assigned to a Request, new Payments will automatically be assigned to the same budget as the Request, but can be modified to be applied to a different budget if appropriate.
    • The Grantee flag in the header of Constituent and Contact records will now be locked.
    • We have added ‘timeline pin’ abilities to all out-of-the-box akoyaGO security roles because certain users found they were unable to pin items to a record’s timeline.

 

akoyaGO with Accounting 

  • Bug Fixes
    • General (affects all workspaces)
      • We have fixed Alternate Addresses in Contact. Alternate Addresses is responsive to the active dates and does not rely on Active Address being set.
      • We have fixed various bugs having to do with Canadian postal codes by fleshing out the logic we use to autofill city and province on Contact and Constituent.
      • We have fixed a bug with letter generation in which the compile pdf job would time out during big jobs. This feature can now generate letters for up to 250 records at a time.
    • Donor Management
      • We have fixed a bug in which the Cancel button on Gift Payment reversal confirmations was processing the reversal regardless.
      • We have fixed a bug in which users were unable to select non-revenue accounts for gift payments.
         
  • Enhancements
    • General (affects all workspaces)
      • We have enhanced GL Memos such that if a GL Memo is altered after the payment has been sent to accounting, it will be updated in the ledger lines, as well. 
      • The Grantee flag in the header of Constituent and Contact records will now be locked.
      • The Check No. field on Request and Gift Payments (including Quick Create) will now be limited to 20 characters to be synonymous with Document No. field in Business Central.
      • We have enhanced the Gift Fee form so that certain fields are conditionally visible based on Fee Type and Calculation. 
      • We have added ‘timeline pin’ abilities to all out-of-the-box akoyaGO security roles because certain users found they were unable to pin items to a record’s timeline.
    • Grants Management
      • Program Budgets can now be assigned at the Payment level. If assigned to a Request, new Payments will automatically be assigned to the same budget as the Request but can be modified to be applied to a different budget if appropriate.
    • Donor Management 
      • We have enhanced Donor Opportunities such that a banner will appear on the Donor when the system identifies a Donor Opportunity for that Donor. 
    • Fund Management 
      • The Fund Type, Fund Class, and Endowed fields on Fund are unlocked and can be updated by users.

 

Business Central

  • Bug Fixes
    • We have fixed a bug in which, if a Fund was deleted from CRM, that fund’s dimension was not Blocked in Business Central. 
       
  • Enhancements
    • When a Fund’s Type, Class, or Endowed status is updated in CRM, those changes will now sync to Business Central and update all ledger entries for that fund for all time. 

 

GOapply

  • Bug Fixes
    • We have fixed a bug in which the Bulk Import User functionality was not setting the User’s Status Reason to Approved. Users that are bulk imported are automatically approved.
    • In response to a bug, email fields in pre-mapped panels will no longer validate email addresses. Some users were unable to submit phases due to unusual email addresses in the transcript and recommendation panels. However, the email input mask is still functional.
    • Previously, the GOapply Settings value was set on new Status Tracking records via workflow. This is now done programmatically, so the workflow has been deprecated. Set Foundation Contact from GOapply Settings on status tracking record (Dep.)
  • Enhancements
    • We have added an additional setting on GOapply Phases called Advance to Next Phase Automatically. If set to Yes, this field will advance submissions to the next phase immediately upon submission with no interference from foundation staff. This field will be set to No for all existing GOapply Phases upon release. For more information, please see the documentation.
    • A new setting has been added to GOapply Settings called Registration Charity Search where you can select US, Canada, Both or None to enable to disable the Tax ID search function in the registration process. Please see the GOapply Admin Guide for more information.
    • We have added an option in the GOapply User record to resend the email verification in the case that the original verification link expired or did not work the first time.
    • The GOapply Advance to Next Phase and GOapply Advance to Final Report Phase on-demand workflows have been converted into a toolbar action on Request. Please see the GOapply Admin Guide for more information.
       
  • GOapply Reviewer:
    • Bug Fixes
      • We have fixed a bug in which, when Review By date was blank in the Review Group record, the due date was being set to 24 hours ahead in the UI. Now, if Review By is blank, the due date shown to reviewers will also be blank.
    • Enhancements
      • Three new reports have been added – Scholarship, Scholarship with Weighted Score, and Scholarship Totals Report. These reports can be found in the Tools workspace of your akoyaGO CRM. Please see the GOapply Reviewer Admin Guide for more information.

GOfund

  • Bug Fixes
    • We have fixed a bug in which established GOfund users were receiving the GOfund invite email when an additional fund was added. Users with an established GOfund connection will only receive the GOfund – Access to a new fund email. 
    • We have fixed a bug in which all permissions for newly created Donor Portal Access fund connections were defaulting to No.
    • We have fixed a bug in which charity search was not returning results for Canadian charities.
    • We have fixed a bug in which entering an Email Sent date on new Donor Portal Access fund connections was not preventing the invitation email from sending.
       
  • Enhancements
    • Upon selecting an organization in the recommend a grant form, users will now see additional information for this organization including address, tax ID, and tax status. See the GOfund Admin Guide for more information.
    • In the recommend a grant form, users now have the option to suggest a new address for the selected organization. See the GOfund Admin Guide for more information.
    • Users can now enter a dedication for their grant recommendations. This data will be stored in the corresponding request record.
    • A new field is available on the recommend a grant form called Comments and will map to the Comments field on the Project tab of the Request. See the GOfund Admin Guide for more information.
    • An option for Annual recurrence has been added to the Frequency field on recurring grant recommendations.
    • We have removed Fund Type from the Fund Summary page.
    • We have added a GOfund setting called Enable Interfund Recommendations that controls whether or not users have the option to create an interfund grant recommendation.
    • Two new fields have been added to GOfund Settings – Customization for Organization Label and Customization for Established Fund Label wherein you can change the language that users see when creating a grant recommendation. See the GOfund Admin Guide for more information.
    • The following field settings now include enable and requirement options: Comments, Timing of Grant, Grant Type, and File Upload. See the GOfund Admin Guide for more information.
    • If the Hero Image in GOfund Settings does not have an image uploaded, the banner in GOfund sites will default to the background color as determined in the theme settings.

 

GOdonate

  • Bug Fixes
    • We have fixed a bug in which gifts that were imported into the GOdonate Transactions table were defaulting to a recurrence of monthly. The default for imported or manually created GOdonate Transactions will be no recurrence unless otherwise specified.
Keywords: Release Notes, Product Update Notes, December 2024 release