Total Lifetime Fundraising – not including previous years of soft credits
Total Lifetime Fundraising roll up field was updated to include sum of all soft credits regardless of the year. The formula for this field is:
Total Lifetime Fundraising = Sum of all Transaction amount + Sum of all soft Credit Amount + Sum of all Primary Solicitor amount
Total Fiscal Fundraising – amount not calculated correctly
Logic for the Total Fiscal Fundraising field was updated.
Total Fiscal Fundraising = Total Fiscal Year Giving + Sum of Soft Credits amount for the Fiscal year + Sum of Primary Solicitor (Transaction) amount for the Fiscal year
Overall Lifetime Gift Amount - Incorrect Calculation
Overall Lifetime Gift Amount did not take refunds into account. This roll up field has been updated to take account for any refunds.
Receipt Issue – Cannot create receipts in Customer’s Org
When trying to create a receipt record in some client’s org, there was a Salesforce timeout error which prevented the users from going forward. This bug has been fixed.
Auto Apply Soft Credit (Relationships) Trigger Fires for $0 Payments
When a Recurring Gift with a future start date was setup in CV, even though there will be a $0 payment, the system still issued a positive amount of Soft Credit because the “Apply Soft Credit” checkbox was turned on at the relationship record. This bug has been fixed.
iATS - Update ACH account information not getting updated in iATS
Customers who are on iATS experienced a bug from updating any ACH Account and Routing numbers. This bug has been fixed.
Refunds in Causeview
Refund payments in Causeview were being changed to a positive amount by the CV Service. This bug has been fixed so that the refund payment always stays as a negative value in salesforce.