Release Notes

0.9.2.10

Release Date: 2024-11-08

  • Updated the template preview to allow picking an assigned donor

  • Clarified the help text when importing donors to a donor list


0.9.2.9

Release Date: 2024-11-07

  • Updated the donor list import to use one donor per line instead of a comma-separated list

  • Improved the relative date formatting on inbox recommendations

  • Fixed a typo in the donor CSV import placeholder text

  • Fixed a visual glitch that would cut off the focus ring on checkboxes in the Donors view


0.9.2.8

Release Date: 2024-11-06

  • Allow bulk importing of donors via their CRM ID into a donor list

  • In email syncs, no longer log actions for donors who are also fundraisers


0.9.2.7

Release Date: 2024-11-05

  • Fixed some issues related to donor names, first names and last names in the Donors view


0.9.2.6

Release Date: 2024-11-05

  • Minor bugfixes


0.9.2.5

Release Date: 2024-11-05

  • Allow adding donors to donor list even if they are not in your portfolio

  • Significantly improved the performance of the Donors view

  • Redirect the to first draft when creating a group of drafts

  • Display donor names in the inbox recommendations instead of just number of donors

  • Fixed a visual bug where the email recipient field would show double collapse indicators

  • Separate full name into first and last name columns in the Donors view

  • Added a regenerate draft button to call scripts

  • Minor tweaks to the donor search box

  • Minor bugfixes


0.9.2.4

Release Date: 2024-10-31

  • Allow multiple primary fundraiser assignments

  • Improved the notifications when bulk-drafting a group outreach

  • Fixed an error when switching between input types in the Automation form

  • Added a visual indication in the donor sidebar if the donor is deceased

  • Fixed an issue where you would be sent back to the home screen after dismissing an outreach in the Donors view

  • Fixed a visual glitch with the template editor sizing


0.9.2.3

Release Date: 2024-10-28

  • Minor bugfixes


0.9.2.2

Release Date: 2024-10-28

  • Added the ability to disable automatically syncing emails to CRM (needs to be enabled for you org by Momentum)

  • Updated the Automations view to show better information and be easier to navigate

  • Improved logging of actions to CRM to include all donors when sending emails

  • Fixed a bug that would cause the search field in the donor lists view to only find already assigned donors

  • Improved the automatic fundraiser assignment mapping to support multiple values

  • Updated the labels in the donors view to show the more relevant value as the row title

  • Clarified the language on some automations

  • Fixed a bug where updating the predicted gift amount or date would incorrectly mark the other field as user-set

  • Changed the name of the LinkedIn summary feature to "LinkedIn Listener" for clarity

  • Various performance improvements


0.9.2.1

Release Date: 2024-10-23

  • Fixed a bug where the default action type would not be applied to Call outreaches

  • Enabled bulk outreach for all contact methods for all users

  • Enabled cadences and cadence automations for all users

  • Added the ability to regenerate the AI-predicted gift date and amount on a donor

  • Fixed a bug that would incorrectly write multiple fundraisers to logged actions in Raiser's Edge

  • Added support for hiding the summary and outcome fields when logging actions (needed to be enabled for your user)

  • Made some small interface improvements when editing donor list titles

  • Removed the subject line interface elements from contact methods that do not use it

  • Fixed some keyboard selection bugs in the donors view

  • Various performance improvements


0.9.2.0

Release Date: 2024-10-18

  • Updated the New Outreach dialog to be cleaner and more intuitive

  • Added a preview feature when editing templates which allows you to see what an outreach would look like with that template

  • Enabled group outreaches for all contact methods, not just emails like before

  • Added the ability to add selected donors in the Donors view to an existing donor list

  • Fixed an issue that would cause cards and letters to not log to CRM properly

  • Fixed an issue where some users could not log in if using an uppercase email address

  • Added support for hiding the summary and outcome fields in the CRM log configuration (needs to be enabled in your organisation)

  • Improved some error messages


0.9.1.0

Release Date: 2024-10-16

  • The LinkedIn Summary feature is now available to all users

  • Fixed a bug that would stop Raiser's Edge actions from syncing


0.9.0.0

Release Date: 2024-10-16

  • The donor lists feature is now available to all users

  • Fixed a bug where completed action status would not be written back to Raiser’s Edge when using custom statuses

  • Improved the error message when the inbox does not load

  • Added segment and type filters to the Reports view

  • Various performance improvements


0.8.12.1

Release Date: 2024-10-11

  • Disabled the email notifications when donor assignments change

  • Use preferred name in AI-generated email drafts, if available

  • Various improvements to the Donor Lists feature


0.8.12.0

Release Date: 2024-10-10

  • Added support for donor lists (currently available by request)

  • Improved performance for the Donors list view

  • Added a user filter to the Reports view to show only actions taken by a specific user

  • Fixed a bug that would cause low-quality output when drafting a Card

  • Changed most AI-generated content to use a donor's preferred name instead of first name, if available

  • Made it more obvious donors in the Donors list view can be selected via a checkbox

  • Minor bugfixes


0.8.11.8

Release Date: 2024-10-07

  • Minor bugfixes


0.8.11.7

Release Date: 2024-10-04

  • Fixed a bug where gift prediction notification emails would be sent to the segment assignee instead of the initiating admin user

  • Added a preferred name mail merge variable to the template editor


0.8.11.6

Release Date: 2024-10-03

  • Added support for selecting and moving multiple donors in the Donors list view

  • Fixed a bug that would sometimes cause duplicate emails when sending again after an error

  • Fixed a bug where bulk-configuring action logs would not carry over to individual log changes

  • Fixed a bug where notification emails would be sent for inactive segments

  • Display the last three funds a donor supported in the donor sidebar

  • Added a date range filter to the Reports feature


0.8.11.5

Release Date: 2024-10-01

  • Fix a bug where email file attachments didn't work due to new security settings

  • Group all automatic recommendations by rule in the inbox sidebar


0.8.11.4

Release Date: 2024-09-30

  • Performance improvements for inbox

  • Performance improvements for group by rule inbox feature

  • Bug fixes for group by rule inbox feature

  • Move individual donors between segments without full donor list refreshes


0.8.11.3

Release Date: 2024-09-26

  • Performance improvements across the application

  • Fixed a bug that would log contact reports twice

  • Various improvements to the Cadences feature

  • Added an explanation label when the Donor plan view is empty

  • Added a "Location" column to the Donors list view

  • Improved the algorithm that tries to predict gift dates and amounts

  • Added a "Subject line:" label to the subject line field in the template editor

  • Added "Beta" labels to features that are still considered in beta

  • Added a check to make sure the application version does not get out of date

  • Removed the "Preview" button on templates which is not functional yet


0.8.11.2

Release Date: 2024-09-18

  • Minor bugfixes


0.8.11.1

Release Date: 2024-09-18

  • Minor bugfixes


0.8.11.0

Release Date: 2024-09-18

  • Performance improvements across the app

  • Improved the user interface for the template editor

  • Various improvements to the Cadences feature

  • Moved Opportunities to the bottom of the donor sidebar, and collapse all but the first two, to save space

  • Fixed an issue with truncated fundraiser assignment labels in the Donors list view

  • Reduced the number of icon colors in the donor sidebar

  • Fixed the excessive space above the email signature in the draft editor

  • Made the Card drafts shorter, targetting 80 words instead of 150

  • Minor user interface improvements


0.8.10.9

Release Date: 2024-09-12

  • Fixed a bug that would prevent user creation in some cases

  • Fixed a bug where the action type dropdown contents would go outside the screen

  • Other minor bugfixes


0.8.10.8

Release Date: 2024-09-11

  • Minor bugfixes


0.8.10.7

Release Date: 2024-09-11

  • Various improvements to the Cadences features

  • Added display of Solicit Codes in the donor sidebar for Raiser's Edge users

  • Send a single donor segment update email instead of one per donor

  • Fixed a bug where the "How did it go?" field on action logs would be filled out by default

  • Made the Donor list view and its columns wider

  • Stability improvements to fundraiser assignment sync

  • Fixed a visual bug where the New Action modal would have a strange border

  • Minor performance improvements


0.8.10.6

Release Date: 2024-09-05

  • Some small performance improvements

  • Additional logging and observability

  • Disallow deleting templates if they are used in an existing cadence


0.8.10.5

Release Date: 2024-09-04

  • Various improvements to the Cadences feature (and a rename from Sequences)

  • Fixed a bug that would cause Raiser's Edge CRM sync to fail without permissions to read Opportunities

  • Fixed a bug that would cause generic "email" subject lines to be written to CRM

  • Improved the handling of secondary fundraiser assignments

  • Minor clarifications of language when editing some Automations

  • Fixed visual glitch in New Action modal on large screens

  • Reduced the interval at which drafts are automatically saved

  • Updated some icons to better describe the feature they relate to


0.8.10.4

Release Date: 2024-08-30

  • Various improvements to the Sequences editor

  • Fixed a bug that would stop actions from being written back to CRM

  • Fixed a bug with missing action type and outcome when written back to CRM


0.8.10.3

Release Date: 2024-08-29

  • Updated user interface for Sequences

  • Fixed a bug in Opportunity sync

  • Various improvements to the contact report user interface

  • Display opportunity title and purpose


0.8.10.2

Release Date: 2024-08-29

  • Fixed a bug that prevented duplicate opportunity field values from syncing correctly

  • Performance improvements


0.8.10.1

Release Date: 2024-08-29

  • Various performance improvements

  • Fixed a bug where a logged letter action based on a template would always use the original template content even after editing


0.8.10.0

Release Date: 2024-08-27

  • Added initial version of the Sequences feature that allows you to set up a series of outreaches for a donor

  • Added sync and donor overview display of Opportunities for Raiser's Edge users

  • Added the ability to pre-fill contact report options for every donor in a group outreach

  • Added a "Saved" label that shows temporarily every time a draft is auto-saved

  • Tweaked the appearance of the template body placeholder text to make it more clear it's a placeholder

  • Minor performance improvements


0.8.9.0

Release Date: 2024-08-22

  • Added a new feature to group inbox recommendations by rule

  • Added more configuration options when logging actions

  • Added a new Card contact method to log actions for handwritten cards and similar

  • Fixed various issues with the next recommendation not being selected when the previous one was done

  • Fixed an issue where links from the donor plan would not open drafts with the correct type

  • Added contact method selection to templates

  • Various improvements to the Donor list view

  • Added a tooltip with the full name for segments in the Donor list view

  • Made template titles clickable to edit

  • Minor performance improvements


0.8.8.0

Release Date: 2024-08-15

  • Added more log configuration options when logging actions to CRM

  • Added more primary/secondary assignment indicators throughout the application

  • Improved the display of spouse and head of household status in donor overview sidebar

  • Fixed a bug where a generic label instead of the title was logged to CRM when logging an action

  • Added support for a Text Message action category

  • Clarified the language of the No Contact rule

  • Added a support request menu item to the user menu

  • Removed an unused Delete menu item in the Donor segment view

  • Minor bugfixes


0.8.7.1

Release Date: 2024-08-07

  • Added support for preferred name from Raiser's Edge

  • Fixed a bug that would cause duplicate fundraiser assignments when reassigning donors in the CRM

  • Fixed a bug where an edited item in the donor plan would not be immediately reflected

  • Fixed a bug where leaving the Action Type empty in the log action dialog would not save the action

  • Added a head of household label next to the corresponding household member

  • Added spouse name to the donor overview


0.8.7.0

Release Date: 2024-08-06

  • Various improvements to automatic portfolio sync

  • Various improvements to primary/secondary fundraiser assignments support

  • Fixed a bug that caused daily reminders to go out at half past the hour instead of at the full hour

  • Various improvements to the log action screen

  • Various improvements to the donors list view user interface

  • Added summary and action type fields to the action logging dialog

  • Fixed an issue with duplicates when logging emails if these used cc and bcc fields

  • Disabled closing the template editing dialog by clicking outside it, to prevent losing unsaved changes

  • Fixed an issue that would cause historic letter actions to make the donor history not display correctly

  • Fixed an issue where a new outreach would get lost in the inbox list if navigated away from

  • Added a button to navigate back to the email thread when viewing email replies

  • Clarified various parts of the user interface to say what type of action they relate to

  • Increased the icon sizes of the bottom bar of the draft screen

  • Minor bugfixes


0.8.6.6

Release Date: 2024-07-25

  • Display donor prospect status from Raiser’s Edge in the donor sidebar

  • Added ability to search for donors that are not in your active segments

  • Changed the label for duplicating templates from "Copy" to "Duplicate" for clarity

  • Minor bugfixes


0.8.6.5

Release Date: 2024-07-25

  • Minor bugfixes


0.8.6.4

Release Date: 2024-07-25

  • Fixed a bug that prevented mobile contact reports to be saved

  • Display donor assignees in the History tab in the donor sidebar

  • Display donor assignees in the Donors list view

  • Display the full email thread when opening an email from the History tab in the donor sidebar


0.8.6.3

Release Date: 2024-07-24

  • Minor bugfixes


0.8.6.2

Release Date: 2024-07-24

  • Improved support for multiple fundraiser assignments, including primary/secondary status

  • Added a label to the donor sidebar header that indicates its primary fundraiser, if it's not the current user

  • Added display of constituent codes on donors and appeal and fund on gifts, for Raiser’s Edge users

  • Added tooltips to all auto-generated recommendations (hover the lightning bolt) to give more context on how they work

  • Fixed a bug when logging into Momentum using a different title case on the email address

  • Added a feature that lets Momentum admins be notified when the initial sync for a new organisation is done

  • Minor bugfixes


0.8.6.1

Release Date: 2024-07-19

  • Minor bugfixes.


0.8.6.0

Release Date: 2024-07-18

  • Small UX changes to the template editor

  • Fixed a bug that prevented attaching the same file twice to an email

  • Adding additional fields to the mobile contact form, such as summary, date, category, and action type.

  • Action types in the above form are now synced from the CRM

  • Move the attach button to the toolbar include a friendly tooltip

  • Include fundraiser ids on RE action writebacks

  • Add ability to copy templates

  • Improve the "Screen Too Small" messaging and provide a link to the mobile contact form


0.8.5.0

Release Date: 2024-07-10

  • Added a bulk draft feature that allows you to pre-draft all emails in a group outreach instead of one-by-one

  • Added a feature to copy a donor's household member's email directly from the donor sidebar

  • Fixed a bug that would sometimes show donors from inactive segments

  • Added support for donor nicknames

  • Sorted templates by name in various parts of the application

  • Improved the layout of various parts of the application on small screen sizes

  • Fixed a bug that would make the new outreach dialogue overflow when searching for long donor names

  • Minor bugfixes and security updates


0.8.4.2

Release Date: 2024-07-05

  • Bugfixes


0.8.4.1

Release Date: 2024-07-05

  • Bugfixes


0.8.4.0

Release Date: 2024-07-04

  • Added new view for mobile contact reports to make it easier to log actions on the go

  • Consolidated how the number of days for date-based automation work

  • Fixed a bug where the full donor history would not display in the donor sidebar History tab

  • Fixed a bug where the search menu would not show on some screen sizes

  • Minor bugfixes


0.8.3.10

Release Date: 2024-06-28

  • Allow users to configure when to show

  • Fix creation or update of a RecManual on large portfolios by not reloading the Prospects (reloading of which would trigger failure as that's too much to load at the same time) TC-1079


0.8.3.9

Release Date: 2024-06-26

  • More fixes for birthday and giving anniversary automations


0.8.3.8

Release Date: 2024-06-26

  • Fixed issues with the day calculations in the birthday and giving anniversary automations

  • Changed the date displays for the birthday and giving anniversary automation to use relative dates where relevant

  • Fixed an issue where the page header would not display correctly on small screen sizes

  • Minor bugfixes


0.8.3.7

Release Date: 2024-06-20

  • Fixed an issue where the email signature would not be displayed

  • Improved template editing and error handling when using merge variables

  • Improved validation for template subject lines

  • Added the ability to sort donors by name in the Donors view

  • Fixed UI colours in a few places to be consistent throughout the entire application

  • Minor security updates


0.8.3.6

Release Date: 2024-06-14

  • Fixed stability of sort order of donors in group outreaches


0.8.3.5

Release Date: 2024-06-14

  • Added support for staged Salesforce sync to support organisations with very large number of e.g. actions

  • Disabled editing of automation type and target from frontend to prevent interfering automations

  • Fixed an issue where Bloomerang users would get stuck at an empty CRM connection screen

  • Fixed various visual issues with the template editor window

  • Improved performance of inbox recommendation generation

  • Improved handling of email sending errors

  • Fixed a visual issue with signature widths

  • Consolidated buttons colors to always use the common blue color scheme

  • Various small bugfixes and stability improvements


0.8.3.4

Release Date: 2024-06-12

  • CrmAction logging modal height limits

  • RecTemplate modal height limit

  • crop text in EmailHeader to 60 chars

  • disable "Delegate" in navbar as it isn't supposed to be clickable

  • don't reset edited templates content

  • if RecLogged.rec_drafted is None, dont throw a 500 error

  • ui: remove DonorHistory modal dark bg

  • ui: strip style html tags from reply email display

  • ui: fix email thread ordering and date display

  • ui: on PreScreenForRec add a border for "Draft" + "↓"


0.8.3.2

Release Date: 2024-06-12

  • Various small bugfixes and stability improvements


0.8.3.1

Release Date: 2024-06-07

  • fix: memoize apollo client

  • fix: disable outbox


0.8.3.0

Release Date: 2024-06-05

  • Added an experimental management dashboard feature

  • Added experimental feature to collect a professional summary from LinkedIn for a donor and suggest outreaches

  • Added a new Completed view that display any completed actions

  • Added a new automation that recommends an outreach a few days before a donor's expected gift date

  • Fixed a bug that would stop logged call outreaches with AI-generated call notes to save properly

  • Changed the template editor to allow a templated subject even when the body is generated by AI

  • Changed the CRM connection dialogue to only show options for the CRM the current org uses

  • Removed mail merge variable example in subject placeholder text when not using merge vars

  • Removed the redundant "Report an issue" in the lower-right corner

  • Hide the "Regenerate" button while regenerating a draft

  • Added a "Last synced at" column to Bloomerang connections in admin


0.8.2.0

Release Date: 2024-05-30

  • Added new Workspace tab that provides a better interface for many things previously hosted in the settings dialogue

  • Added AI-predicted gift amount and date per donor

  • Fixed a layout issue with the email composer on small browser windows

  • Improved the mailmerge variable insertion and general behaviour

  • Made the "N excluded" label in group outreaches a clickable element that shows outreach settings

  • Made the "Last synced" date and time update even when the sync didn't pick up any changes

  • Improved the general behaviour of which outreach to select next when clearing a previous one

  • Added a tooltip to the Save button in the template editor that clarifies why it can't be saved without an email subject

  • Small performance improvements


0.8.1.6

Release Date: 2024-05-22

  • Improved the consistency of which next recommendation to jump to when the previous one is done

  • Fixed an issue where info messages related to prompts could overflow the message popup

  • Moved the regenerate draft feature from the split Send button to its own place in the draft footer bar

  • Updated template field labels to be more clear

  • Various internal fixes to build systems and setup


0.8.1.5

Release Date: 2024-05-17

  • Added support for importing data from Andar 360

  • Improved informational messages when postponing outreaches

  • Added weekday to donor plan entry dates

  • Fixed file uploads in admin

  • Various small internal bugfixes


0.8.1.4

Release Date: 2024-05-15

  • Added a live chat widget for users to chat with the Momentum team if app errors occur

  • Renamed "Rules" to "Automations" throughout the entire application

  • Fixed an issue where several new outreach dialogues could be opened at once

  • Fixed a visual bug that would cause the new outreach dialogue to display incorrectly when a lot of donors were added

  • Added syncing of (per-org, potentially custom) action types from Raiser's Edge (only visible in admin yet)

  • Various internal fixes


0.8.1.3

Release Date: 2024-05-13

  • Removed the unnecessary "Edit" label in the donors table header row

  • Updated the "Delete from Batch" icon in the inbox list

  • Fixed the "Reschedule" button on manually created outreach items in the inbox list

  • Added support for fetching array values in custom fields

  • Reduced the number of database queries related to gift acknowledgment recommendations

  • Fixed crashing user name search in admin


0.8.1.2

Release Date: 2024-05-08

  • Improved the signature handling when generating emails

  • Fixed a bug that prevented Bloomerang sync to finish

  • Reduced the AI prompt font size in the email draft pre-screen

  • Fixed a few small internal bugs

  • Fixed an issue that would prevent the onboarding screens to display

  • Better widgets when editing HTML, JSON and Markdown fields in admin


0.8.1.1

Release Date: 2024-05-06

  • Fix stalled CRM sync for Blackbaud when API response is malformed


0.8.1.0

Release Date: 2024-05-04

  • allow attaching one or more files to emails

  • allow adding standard mailmerge variables to the AI Template

  • add social urls to DonorSidebar, improve links visual, tidy it up

  • fix incorrect navbar current page highlight, eg in rec it would stop highlighting the Inbox item

  • made the prospecting "Reset" button always visible in the prospecting settings

  • make Rule[gift ack] ignore non-first recurring gifts

  • Rule[reply] now correctly respects its "show until {num_days} days" setting

  • on user operations (create/delete/update RecManual, handle donors or recs, etc) prevent the system from reporting success while still showing the incorrect data for 3–15s or until you refresh the page (eg showing you the just deleted RecManual)

  • fixed the impossibility of restoring a dismissed RecAuto

  • fixed the confusing loading state of the network operations. those bugs are still there, but now on less important workflow.

  • style: set eslint optional rules to warn instead of error

  • fix: on Sentry error report show the error toast to the user by default


0.8.0.7

Release Date: 2024-04-26

  • Added a section to the privacy policy to clarify that we do not train AI/ML models on user data

  • Enabled Posthog analytics collection on production website


0.8.0.6

Release Date: 2024-04-26

  • Various small bugfixes and stability improvements


0.8.0.5

Release Date: 2024-04-24

  • Fixed a bug where users could see group outreaches from other users in the same organisation

  • Made the template editing dialogue close when clicking anywhere outside it

  • Various internal stability improvements


0.8.0.4

Release Date: 2024-04-22

  • Various small bugfixes and stability improvements


0.8.0.2

Release Date: 2024-04-20

  • fix Inbox slow loading time, from 30s to 5s


0.8.0.1

Release Date: 2024-04-18

  • Small improvements and bug fixes on the backend


0.8.0.0

Release Date: 2024-04-17

  • Updated user interface with a new Donors view for managing portfolios and donors

  • Added auto-prospecting feature to populate prospecting batches from the entire donor set

  • Added onboarding checklist feature

  • Removed email placeholder when a to-recipient is already selected

  • Changed group outreaches to show donors without an email address last

  • Changed the prompt header on outreaches to clarify it's a clickable button


0.7.6.10

Release Date: 2024-04-03

  • Fixed another cause for crashes in donor import in admin


0.7.6.9

Release Date: 2024-04-03

  • Fixed crash in Salesforce fundraiser assignment sync


0.7.6.8

Release Date: 2024-04-03

  • Fix crash during CRM donor import in admin


0.7.6.7

Release Date: 2024-04-03

  • Added support for multiple recipients in the "to" field as well

  • Added Salesforce fundraiser assignments syncing

  • Fixed crash during donor import in admin

  • Improved the recipient input UI for to/cc/bcc

  • Removed redundant "Reply To" label and tweaked its color

  • Replaced AI template checkbox with a toggle control

  • Fixed the donor history to always show the year for clarity

  • Added label with template author to the template library list

  • Standardized the delete icon throughout the application

  • Added AI sparkles icon to AI templates in the template library list

  • Added search by source ID in admin views for CRM models


0.7.6.6

Release Date: 2024-04-03

  • Improve multiple email recipient processing


0.7.6.5

Release Date: 2024-04-03

  • Allow setting multiple emails as recipient

  • Minor cleanup


0.7.6.4

Release Date: 2024-04-03

  • Bug Fixes


0.7.6.3

Release Date: 2024-04-03

  • Bug Fixes


0.7.6.2

Release Date: 2024-04-03

  • Allow pasting emails into recipient field


0.7.6.1

Release Date: 2024-04-03

  • Removed confusing "Custom Instructions" label from settings


0.7.6.0

Release Date: 2024-03-27

  • Added responsive emails feature

  • Added setting for custom user instructions for prompts

  • Added admin button to generate default templates for new orgs

  • Added ability to edit the to-address when sending emails

  • Tweaked prompts to pick up preferred donor greeting

  • Removed AI temperature setting

  • Made DonorSearch section in donor sidebar collapsible

  • Optimised portfolio syncing

  • Made donor sidebar 50 pixels wider

  • Fixed CORS issue when loading Blackbaud tile in BB CRM

  • Fixed visual glitch where template list would show HTML tags


0.7.5.0

Release Date: 2024-03-20

  • Added support for templates when creating Letter outreach

  • Added "Do next week" and "Do next month" quick options to manual recs

  • Added portfolio label to all recs in the inbox

  • Fixed a bug where rules in inactive portfolios would create recs

  • Added mapping of Momentum users to fundraisers during Raiser's Edge sync

  • Added ability to quickly reset portfolios and data (only enabled on demo site)


0.7.4.3

Release Date: 2024-03-13

  • Temporarily disable portfolio sync


0.7.4.2

Release Date: 2024-03-13

  • Use the name "Uncategorized" for automatically synced portfolio, instead of "Assigned"

  • Match Salesforce fundraisers against Momentum users using the username instead of the email


0.7.4.1

Release Date: 2024-03-13

  • Make automatically synced Salesforce portfolios inactive by default


0.7.4.0

Release Date: 2024-03-13

  • Sync portfolios automatically from Salesforce

  • Add new Letter outreach type

  • Add CC and BCC fields when sending emails

  • Add rich-text editing to the template editor

  • Add context menu to recs with a quick delete option

  • Fix various duplicate email logging issues

  • Fix broken replays in Sentry

  • Minor bugfixes and improvements


0.7.3.1

Release Date: 2024-03-06

  • Sync fundraisers from Salesforce (users) and Raiser's Edge (constituents with active fundraiser status)

  • Sync fundraiser assignments from Raiser's Edge

  • Don't show duplicate threads in donor history

  • Use the previous subject line in follow-up emails instead of generating a new one

  • Fix bug in template editor where merge vars would always get inserted in body even when editing subject

  • Fix bug where stopping GPT generation would make the email unsendable

  • Change New Outreach wording from "Prompt" to "What do you want to communicate?" to make more clear

  • Hide admin buttons in portfolio admin if the portfolio is new/unsaved

  • Make company name searchable in donor admin

  • Various minor bug fixes and security updates


0.7.3.0

Release Date: 2024-02-28

  • Add feature to log CRM actions directly from the donor page

  • Add date picker to Log Action view

  • Add support for merge vars in template subject line

  • Fix visual bug that would block onboarding for users that have not yet connected their CRM

  • Fix duplicated actions being logged from incoming emails

  • Much nicer display of JSON source data fields in admin (formatting, indentation, syntax highlighting, etc.)

  • Improve performance of various GraphQL queries

  • Save email draft history in backend so we can use it for fine-tuning later


pre-0.7.3.0

See internal release notes for earlier releases.

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