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Revisions History

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Changes to 7.4, 27 May 09

This is a free update if you are licensed for version 7.0 or higher.

new features

• Easier setup for creating fundraising events
  • new filtering option in the donor picker lets you see only the donors who have not already been seated at the event, for adding them to a table, row, room or team
  • new status bar in the donor picker lets you see the number of donors selected for seating, without needing to seat them first
• Streamlined user interface in the Event Manager
  • added display of selected group name to title of registrations listbox e.g. instead of just displaying “Registrations” it now displays “Registrations for Table 3”
  • event manager returns to event or management tab, whichever was selected when the window was closed for each event
  • event manager window title bar to display the event date, since that is otherwise only visible by clicking the Event tab
  • sort in the event manager are preserved when changing selections and closing/reopening windows
  • event manager remembers scrollbar positions when reopened
• Other user interface improvements
  • add functional menus to Demo Tips and About FUNDimensions window
  • display demo mode indicator in spash screen

bug fixes (Event Manager)

• fix wrong selection of registrants when sorting groups
• fix wrong selection of registrants that could appear after editing Max Seats or Group Name cells
• fix that some statistics displayed did not update properly (to zero) when all groups were deleted from an event
• fix that the wrong group or donor would be deleted when using the Delete group or Remove Donor buttons, if the list had been sorted and no change had been made to the selection with mouse clicks or keyboard
• fix that the event input window would not display the event title in the window title bar the first time it was opened if the event was not a new one
• fix poor cosmetic window behavior when quitting application
• fix that the OK button in the Donor Picker dialog could become disabled by mistake
• fix cosmetic issue in query field of donor picker window (notes and event manager)
• fix possible data loss, spurious event-title missing error message and non-unique data error message that could appear after using the close box in an event input window, then opening an event
• fix major bug that could cause registrations to be associated with wrong group
• fix bugs that would cause the column data choices made by contextual menus to not be restored when an event was reopened
• fix bug that would cause a registration comment to be duplicated to other registrations, when changing groups after opening an event
• fix a bug that could cause group comments to fail to appear after another group was deleted

bug fixes (other)

• fix that File menu title stayed highlighted after choosing Close Window menu command in some windows, until user clicked another window or the user clicked the File menu title again
• fix that close window menu command did not work in Calendar window
• fix cosmetic issue in Notes list view

Changes to 7.2.2, 21 April 08

This is a free update if you are licensed for version 7.0 or higher.

new features

• Add button for use by Administrator to delete all user preferences and reset them to default values (File menu > Administration > Usage tab > Reset All Preferences button)

• Extensive revisions and updates to all documentation (about 500 pages in total): User Manual, Client-Server Administration Guide, Mac Single-User Installation Guide and Windows Single-User Installation Guide.

bug fixes

• Fix missing space character in demo limits message for server

• Fix wrong email address displayed in upgrade registration dialogs

• Remove spurious item from help menu (Windows only)

• In MDI window, replace icon with FUNDimensions icon, and set MDI window titles to FUNDimensions Single-User Edition, FUNDimensions Server or FUNDimensions Client as appropriate (Windows only)

• Display FUNDimensions icon in list and input windows (Windows only)

Changes to 7.2, 27 February 2008

This is a free update if you are licensed for version 7.0 or higher.

new features

• New options to show current and period-comparison statistics in the FUNDimensions dashboard (shown below, left). These update automatically as gifts are added, edited or deleted, to help you stay informed about your fundraising progress. Choices are This Week, This Month, This Month Over Same Period Prior Month, This Month Over Same Days and Month Last Year, This Year, This Year Over Last Year, This Fiscal Year, This Fiscal Year Over Same Period of Last Fiscal Year, and All Time.You can also invoke a command to display the Dashboard Preferences from the same menu, indicated with the arrow below:

• Add option to color FUNDimensions dashboard entries in red and display them with a mark when a user-determined threshold in unacknowledged (Thank You Note not sent) days is met. This assists the fundraiser in sending thank you notes in a timely fashion, without the need to constantly check the dashboard. (Shown at left in screenshot above.) The threshold is set in Dashboard Preferences.
• Larger font size and slightly more white space make the dashboard easier to read, while still keeping the display compact.

bug fixes

• Fix that sheet dialog windows do not respond to mouse clicks under Mac OS X 10.5.2
• Fix two runtime errors that might occur when opening the Backup Configuration window
• Prevent array range check error when closing an event (line 32, PM EventManager_SaveSeatingGroups)
• Fix deleting user corrupts password system.
• Fix problem with vertical text within chart areas.
• Fix that in fields displaying right-aligned numbers, the content is one pixel to far right.
  

Changes to 7.1.1, 18 October 07

This is a free update if you are licensed for version 7.0 or higher.

new features

• Improve Dashboard appearance and readability
• Add mailing address data to Relationship module export as accessed through Output > Advanced Reports ("Relationship Join Table")

bug fixes

• Fix that the Donor Since column label in the Event Manager did not update when the contextual menu was used to change the display to Member Since or Donor ID
• Fix certain problems in the custom export (an unsupported/undocumented feature of the software)
• Fix broken Constituent Type list in Donor Input Window
• Fix that changes to Constituent Type list would not update in picker until software was relaunched

Changes to 7.1, 8 October 07

This is a free update if you are licensed for version 7.0 or higher.

new features

• add report for attended/not attended
• enable access to Report Editor in Event Manager, to allow custom reports by users
• implement automatic naming of new groups in the event manager for faster data entry
• searches in the donor record picker (notes and event manager modules) now include user-defined and choice list fields in the donor record, and keywords
• add display of count of records displayed in donor record picker
• add Select All button to Donor record Picker when used from Event Manager
• index additional donor table fields: middle name and label salutation 1 and 2, to support fast searches on donor picker searches (see above)
• remove Cancel and Save buttons from Event Input Window and replace with a Close button
• revise function of the Output Menu > Dashboard menu item to toggle display of the dashboard window, and display Hide/Show dashboard as appropriate

bug fixes

• fix that sometimes saving a new event from the event manager says a title is required event though one was already entered
• fix many “attempt to save non-unique data” errors when canceling a new event record, and sometimes when saving a new event record too
• fix enabled Open In Second Window item in Calendar only when an event is selected and the first instance of the Event Input Window is open
• fix window flashing when closing a window in the Event Manager, then opening an event without event manager data
• fix Event Manager report dialog to display correct group type in popup menu
• fix that headers don’t print every page for Seating List report
• fix error message when attempting to print labels for an event with no registrants
• fix disabling/enabling of the Records Menu > Open In Second Window menu item in Calendar window
• fix Remove Donor button disabling when it shouldn't (during multiple deletes) in the Event Manager
• fix demo database Monthly newsletter count is wrong
• fix that deleting a keyword empties the Keyword List View (also Relationship List View)
• fix if donor record picker opens with a search string, have the contents reflect that string

Changes to 7.0, 20 September 07

This is a paid update from all previous versions. See the Version 7 Upgrade Guide (PDF, 25 pages) for information on this version.