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- Segment rule editing
- Forms Settings out of JSON and into user setting
- New data model separating ownership from vehicle data
- Connections for vehicle ownership
- Person > Vehicle editing in sidepanel
- Deprecate Vehicle editing in Theme5
- Sidepanel upgrade for event previews
/api/v2/public/ -> /public/v2/api/v2/selfservice/ -> /selfservice/v2
- New email “dropbox” launched to replace IMAP email
- Team joining date now in UI and exports
- Fix to email viewing for HTML emails
- Any attachments to emails are now shown in the email viewer
- View a single payment in segments of payments
- Navigation to the Membership area now using membership segments
- New control over user form withdrawal
- Can export a segment as a PDF - Address labels, Membership certificates & Custom templates
- Can view deferred income split by month
- Can see the size of the segment
- Can see a description of the segment and the rules used to make it
- Can export a segment to XLSX
- Can browse the segment tree
- Can view the segment rules in natural language
- Can view the segment rules as structured data (field, operator, value)
- Can see a list of browse trees in the left navigation
- Can upload flock_letter_head_image
- Can set company_name_registered
- Can set company_place_of_registration (see notes for use)
- Can set company_registered_office (address)
- Can embed a segment within a segment (set the parent)
- Can set the view context for a segment
- Can turn mailchimp sync for a segment on or off
- Badges value can be set with decimal points
- Improved message display (Can see what the message is regarding and who the message was to which had been missing in some messages)
- Backtick short-cut key for changing between databases
- Improvements to Segment searching UX
- Tags on notes and tasks
- When no current membership record, membership section on contact should default to the all filter
- Gift Aid preset on donations if a declaration is on record
- Document pages editable in Alpine Core
- Fix to badges - unable to enter decimals
- Membership tab’s “Add membership” now driven by fine grained permissions
- Consent actions (including “Record consent”) now driven by fine grained permissions
- Legitimate Interests actions (including “Record legitimate interest”) by fine grained permissions
- Add giving CTA heading to settings
- Stripe API key verification
- Show last login column in list of users
- New Membership Management ‘Dashboard’
- Fix to membership details in the membership summary segment table
- Improved notifications dropdown and preview
- Minor navigation improvements
- Tags viewable in Task tables
- Pre-set “gift aid” flag on a donation if a Gift Aid Declaration is present for the contact
- Clearer indication of flock trial state on landing page
- Correct question types set for disability fields
- Ability to view user URI and fine-grained permissions on a flock user
- Improved notifications dropdown
- Ability to view tasks from dropdown and navigate to the related contact
- New vertical navigation on Alpine side panels
- Can ‘force reload’ settings to prevent unwanted caching
- Can view organisations as linked members
- Can add ‘additional information’ to an event, to appear in booking confirmation page (when booked for that event)
- Can apply a tag to group member records (not just the contact)
- Can cancel a pledge
- Can pause a pledge
- Can resume a pledge
- Can delete a pledge
- Can change the amount and appeal for a pledge
- Can add a tag to a group member (not the contact)
- Can set the zoom level of the map shown to ticket buyers
- Can cancel my regular donation
- Can download a gift aid statement (pdf) detailing my giving for the financial year
- Can elect to have my regular donation increase by a fixed amount each year
- Can elect to have my regular donation increase by a percentage each year
- Can pause my regular donation
- Can resume a paused donation
- Can see when my donations are paused, for how long and when the next payment will be
- Can see national region on detailed address
- Can connect and disconnect Dropbox
- Donations all migrated to payments
- New view of donations for a contact grouped by appeal
- Graphing for contact donations in previous 12 months
- Donation home for logged in users
- Donors can view a list of my donations by tax year
- Can sign up for a regular donation via existing DD
- Can sign up for a regular donation via new DD
- Gift aid declaration stage excluded if gift-aid not active
- Fix under-reporting of unpaid memberships (where report start date was the same as the membership start date)
- CRM user accounts are no longer case-sensitive
- Can view users, add and remove standard permissions
- Invoice viewing for memberships
- Support for attendance tracking for group ticketed events
- Can set Xero Account Code / Cost Centre per event or per ticket type
- Register view of attendance for events (view all attendees and quick mark as present/no-show)
- Standardise image styles used for events
- Standardise map style used for events
- Ensure team application process accurately reflects restrictions
- Configure sheepApp Membership settings
- Edit extra information on a membership
- Support for Xero automatic invoice numbering
- Support for product-level invoice codes
- Set tax classification on a reusable ticket template
- Set attendance per session for team members
- Add or edit attendees for an existing event booking
- New email, membership and contact settings
- Auto connections based on additional domains on contacts
- Removing settings which are now available in Alpine (links to new settings added to assist users)
- Fix double counting linked member revenue in Membership Revenue report
- First attendee is now set to buyer by default
- New general settings for organisation details and branding
- Attendee details on tickets
- Partner connection controls followup from 6.6 with improved copy and cleaner UX
- Search by vehicle registration number
- New partner connection controls: Xero, GoCardless, Mailchimp, Eventbrite, Dial9, Discourse, Sheep email dropbox, Stripe
- New bulk actions set current payment plan on “last” membership
- New bulk actions set next membership plan type on “last” membership
- New bulk actions set next payment plan on “last” membership
- Attendee details can be set as mandatory on an event
- Faster Data Warehouse (Directory) builds, more regular schedule
- Fix rendering of key/value pairs on memberships extra meta
- Fix blank member since fields in membership leavers report
- New listing modes for group events: “blended” with or “segregated” from the main event listings
- “Upcoming Events” panel on group home page
- Renewal process - simplify into two steps:
- Change plan (at next renewal)
- Renew
- Filter by number of vehicles
- Export vehicle ownership details
- Create note with attachment in a single step
- Can access metadata for an event
- Segmented users can change event details including images
- Segmented users can attach files to notes
- Events marked as “featured” are displayed first and more prominently
- Hidden Tickets can be shown via an access code
- News pages viewable against a group honouring publish/archive dates (requires custom template config)
- Fix to Apply Gift Aid - honour gift aid scope
- GoCardless regular background checks on requested payments
- Can use Loqate auto-complete addresses on new and edited addresses
- Can search for emails with a ”+” character in the email
- The tax status of a hire can be configured through the hiring definition
- Can change the author / contact of the form response
- Fields can set the core_field_update_policy to decide how data should be applied
- Fields from health can be selected as core fields
- Can change the context of the form response
- Download document
- View Documents
- Create & delete events
- Change event details
- Cancel event
- Add new ticket (class)
- Delete ticket (if none bought/allocated)
- Duplicate event
- Edit existing ticket
- List tickets for event
- View event in sheepApp (if applicable)
- Can add a new team specific news page
- Can delete a team specific news page
- Can duplicate a team specific news page
- Can edit the content of a team specific news page
- Can publish a team specific news page
- Can unpublish a team specific news page
- Can view all the current team news pages
- Can view the extras data on a membership as key value pairs
- Form responses with core fields and update_policy of overwrite will replace existing CRM data
- Form responses with core fields and update_policy of underwrite will not replace existing CRM data
- Form responses with core fields and update_policy of underwrite will update empty CRM data field
- Can see VAT on a reservation receipt (when applicable)
- Overflowing text in notifications fixed
- Cannot create an App ticketed event if “boxoffice” pack not enabled
- Set ticket as member only
- Can pay later for tickets (i.e. invoice)
- View ticket types according to the sort order provided
- Non members cannot purchase member-only ticket types
- View memberships according to the sort order provided
- Can view and edit lists of domains on a contact
- Loqate support (add new person/organisation only at this stage)
- Remove booking definitions - use simple 3 event types
- Can see a full order (tickets, payments and attendees) from the events panel on a contact
- Change date for event
- Can export XLS of orders for an event
- List Attendees
- Allocate another ticket
- Delete a ticket from an order
- List tickets on order dashboard
- View all tasks
- Change event status
- Delete event
- Delete ticket (if none bought/allocated)
- View event in sheepApp (if applicable)
- Can add an achievement to my group (and contacts)
- Can view completed achievements for my group
- Can view in progress achievements for my group
- Can view un-started achievements for my group
- Can view events for my group (and not events for other groups)
- Can add a new note on a contact in my group
- Can edit notes on a contact in my group
- Can view notes on a contact in my group
- Can see and update two emergency contacts for myself
- Can see and update two emergency contacts for each of my linked memberships (e.g. my children)
- Can add a vehicle with reduced fields (just reg, make, model)
- Failed payments when ordering event tickets removes allocated tickets and stock
