Release Notes
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.
Last updated