Release Notes

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

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

Release Date: 2024-07-05

  • Bugfixes

Release Date: 2024-07-05

  • Bugfixes

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

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

Release Date: 2024-06-26

  • More fixes for birthday and giving anniversary automations

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

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

Release Date: 2024-06-14

  • Fixed stability of sort order of donors in group outreaches

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

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" + "↓"

Release Date: 2024-06-12

  • Various small bugfixes and stability improvements

Release Date: 2024-06-07

  • fix: memoize apollo client

  • fix: disable outbox

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

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

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

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

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

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

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

Release Date: 2024-05-06

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

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

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

Release Date: 2024-04-26

  • Various small bugfixes and stability improvements

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

Release Date: 2024-04-22

  • Various small bugfixes and stability improvements

Release Date: 2024-04-20

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

Release Date: 2024-04-18

  • Small improvements and bug fixes on the backend

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

Release Date: 2024-04-03

  • Fixed another cause for crashes in donor import in admin

Release Date: 2024-04-03

  • Fixed crash in Salesforce fundraiser assignment sync

Release Date: 2024-04-03

  • Fix crash during CRM donor import in admin

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

Release Date: 2024-04-03

  • Improve multiple email recipient processing

Release Date: 2024-04-03

  • Allow setting multiple emails as recipient

  • Minor cleanup

Release Date: 2024-04-03

  • Bug Fixes

Release Date: 2024-04-03

  • Bug Fixes

Release Date: 2024-04-03

  • Allow pasting emails into recipient field

Release Date: 2024-04-03

  • Removed confusing "Custom Instructions" label from settings

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

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)

Release Date: 2024-03-13

  • Temporarily disable portfolio sync

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

Release Date: 2024-03-13

  • Make automatically synced Salesforce portfolios inactive by default

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

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

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


See internal release notes for earlier releases.

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