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Causeview Release: Q1 2017

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Nicole Szlendak
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Note: The items below are subject to change before the release date.

New Features & Functionality

Style Editor added for Actionpages Descriptions

Actionpages designer has been updated to allow much more control over content and styles in the key Description field. Whereas users could previously edit the text in this section, you can now set text sizes, types (italic, bold, underlined, colors & more), adjust spacing, bullets, numbering and indents, add hyperlinks, and embed multimedia (images/video).

Note: Custom HTML and styles added to previously-created Actionpages will be lost if the Actionpage is opened and re-saved. Existing Actionpages will continue to behave as expected if the Designer is not opened and re-saved. Should you lose any custom HTML and styles when editing an existing Actionpage, you can use the Style Editor for the Description field to re-add much of the content.
Ability to specify Recurring Gift End Date from RGM A Recurring End Date field has been added to Recurring Gift Management Interface for cases when a donor has specified a timeline to the organization.
Causeview to accept MasterCards starting with "2"
 MasterCard has begun rolling out a new series of credit cards that begin with the number "2". Causeview payment processing forms have now been updated to accept MasterCards beginning with this number, in addition to the standard "5".
(UK Customers) New Gift Aid Features 

For UK customers, the following Gift Aid functionality has been added:

  • Ability to specify whether or not the donor is a UK Tax Payer
  • Ability to mark payments as "To be refunded" or "Refunded" from the Gift Aid Claim Interface
  • A list of payments marked as "To be refunded" or "Refunded" can now be exported to a .CSV file
  • Claim Files will now be sent by email to the logged-in user who created it.
Search for Funds by Fund Name in Recurring Gift Management (RGM) Interface
 In the Recurring Gift Management page you can now search for Funds by entering the Fund Name in Causeview. Previously, entering a less intuitive Fund Number was required.
Custom Setting added for revenue recognition of Pledge Installments
 A new Custom Setting has been added to allow you to specify whether you practice "Cash" or "Accrual" accounting for Pledge Installments. Under the "Cash" accounting method, a pledge is recognized as revenue only when the donation is received by the nonprofit. Under the "Accrual" accounting method, the entire pledge would be recognized as revenue once it has been set by the donor, regardless of when the funds are to be received.
Automation of current year Transaction records when a Recurring Gift is reactivated
 When a recurring gift is reactivated, Causeview will now check to see if there is an existing Transaction record for the current year. If not, a Transaction record will be automatically created and all recurring payments for the current year will become mapped to it.
Read-Only permission set Causeview administrators can now choose to apply a new "Read-Only" Permission Set for users. This will allow users to see all Causeview fields and objects, without the ability to make any edits. Further permissions can be used to limit which fields and objects that user sees.
(UK Customers) Full Causeview permission set
 For Causeview customers in the UK, a new "UK Full Causeview" Permission Set is available that provides users full access to all UK-specific features.
Filter added for Inactive Funds
 A look-up filter for Inactive Funds has been added so that only Active Funds display by default.
All fields available on Causeview Standard Reports and Report Types
 Master Transaction and Master Event Report Types have been updated to include all fields within a Transaction and Event, helping users simply gather the exact data and insights they require.

Bug Fixes

Cloning of batch templates

An issue causing errors when a batch template was cloned has now been corrected.
(UK Customers) Gift Aid Declaration Look-up The Gift Aid Declaration Look-up function on the Payment record had been producing an error, which has been fixed.
(UK Customers) Total Gift Aid Eligible Amount Previously, updates to a contact, such as making a contact Gift Aid Eligible, failed to update the Total Gift Aid Eligible Amount on the Payment Record. The Total Gift Aid Eligible Amount now updates when an update is made to the contact.
Installment Allocation Approved Amount The Installment Allocation Approved Amount now updates based on the accounting practice specified within Custom Settings (Cash vs. Accrual)
Posting of Allocations with $0.00 Approved Amount  Allocations with an Approved Amount of $0.00 will now be filtered out of the Post-to-Finance function.
Recurring Gift Allocation edit screen A bug causing improper display of the Recurring Gift Allocation edit screen has been corrected.

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