Causeview Release 2.840

You can now better track when a receipt has been issued externally without having to create a receipt record.  Two updates on the Transaction object to manage external receipts (e.g. third party receipts):

• New field for external receipt IDs (if applicable)
• New picklist item on the receipt type field

Gift Batch - Currency Support

Gift batch’s default currency symbol was “$”, and this has now been updated to reflect the appropriate currency symbol based on the user’s currency

Promotion Code Lookup Filter For Event Level Updated

In the past, the promotion code lookup had returned all event levels for all events. The promotion code lookup now only applies to the relevant event.

New Gift Interface – New Description Field for “Stock” payment option

A description field now appears in the New Gift interface when creating a new gift type of “Stock”.

New Gift Interface - Removed Option for ACH Payment Type

Since the ACH payment option is not available in New Gift interface, this payment option has been removed.

Gift Batch - Pressing “Enter” key after saving no longer submits Batch again

After saving a gift batch, confirmation page appears, and when users press “Enter”, it results in resubmitting the gift batch. This issue has been resolved; when users press “Enter” now, it does not resubmit gift batch to payment gateway.

Gift Batch – Recurring credit card gifts with a Future Start Date are no longer written back as ACH

Gift Batch with credit card recurring gifts of future start dates were being passed through to IATS Payments as ACH. The credit card recurring gifts will now write back as credit card payment type.

Gift Batch - Exporting Gift Batch Template now returns correct dates

When exporting gift batch template, the preset date fields returned the previous day’s date. This is now resolved, and the template returns the correct date.

Recurring Gift – New recurring gifts with first declined payment returns Transaction Status as Cancelled

Whenever a new recurring gift was created, if the first payment was declined then the transaction would remain “Active” as opposed to “Cancelled”. Transaction statuses are now set to “Cancelled” for new recurring gifts with first declined payment.

Receipt – Receipt Amounts no longer return negative values

If the benefit amount was more than the gift on a transaction, the receipt displayed a negative value. Receipt amounts are now $0 or greater, and cannot be less than $0.

Recurring Gift management - Recurring Gift now submits when “Use Household Address” checkbox is selected

If the “Use household address” field is checked on the contact, then the recurring gift would not submit. This is now fixed.

Allocation – Transactions of any gift type can now be allocated to inactive funds

A filter had been in place that would prevent donations from being allocated to inactive funds. This filter has been removed due to issues where recurring gifts would have missing allocations.

Recurring Gift Management - Start Date becomes editable after status, frequency or schedule date changes

When editing any field through Recurring Gift Management, the Start Date in iATS was always updated incorrectly for non-monthly recurring gifts.

The Start Date will now also become editable when:

• The gift’s frequency is changed to quarterly or annually

Online Form - “Other Amount” error messages no longer persist after the field is corrected

When entering an invalid value (i.e. “@”, “!”, “ABC”) into the “Other Amount” field on Online Forms, the error message would persist even after the value had been corrected.  This has been fixed so that the error messages now disappear when the field is valid.

Multiple ACH recurring gifts can now be submitted (iATS Payments)

When submitting a gift batch with multiple ACH recurring gifts, there were errors processing the batch items. This has now been corrected.