We just released TntConnect 3.3 to beta testing. It has 25 new features, mostly relating to campaigns, and dozens of bug fixes and enhancements.
Campaigns have been enhanced for all users. But some features add a whole new dimension to campaigns. Normally a campaign is defined as a concentration of fund raising efforts over some set period of time. Normally donors aren't aware of your campaign. They just know that you reached out to them. The new concept added is that you can now define that "Campaigns indicate what the donor is giving towards". In other words, you can think of campaigns as a project, sub-designation, or child, such as in a child sponsorship ministry. I'll indicate all the lines in the change log below that are related to this new option in blue. If you raise funds for multiple projects/children, and you need to make sure to send (or "allocate") the funds you raised to those projects/schools/etc., these blue features will really make your life easier!
I look forward to your feedback!
--Troy
OK, here's the change log:
FEATURE - Contacts view, Added "Campaigns" tab.
FEATURE - Campaign Tracking, Contact tab now includes additional columns to show comprehensive info per contact.
FEATURE - Campaign Tracking, Contact tab now includes any contact related to a campaign
FEATURE - Added "Match Gifts to Campaigns..." to "Campaigns" menu to help match gifts to campaigns.
FEATURE - Campaigns, added ability to make a campaign as not active
FEATURE - Campaigns, added ability to set a begin date and end date to automatically change if it's active.
FEATURE - Campaigns, added ability to categorize, attach an image and add notes to a campaign.
FEATURE - Added option to set default special and monthly goal for new campaigns.
FEATURE - Added option "Campaigns indicate what the donor is giving towards." to "Gifts" area.
FEATURE - Added option "Prompt if entire pledge is not distributed to campaigns." to "Gifts" area.
FEATURE - Added option "Auto-match incoming gifts to campaigns..." to "Gifts" area.
FEATURE - When "Campaigns indicate what...", Campaigns tab, added "Adjust Net Monthly Pledge..." button.
FEATURE - When "Campaigns indicate what...", Campaigns tab, added button to "Match Gifts to Campaigns...".
FEATURE - When "Campaigns indicate what...", Added "Allocate Gifts..." to Campaigns menu.
FEATURE - When "Campaigns indicate what...", Added "Manage Allocations..." to Campaigns menu.
FEATURE - When "Campaigns indicate what...", Added "Apply Campaign Pledge(s)" button to Edit Gift dialog.
FEATURE - When "Campaigns indicate what...", Added ability to mail merge campaign information to Microsoft Word.
FEATURE - Added option "Campaigns represent children in a child sponsorship ministry" to "Gifts" area.
FEATURE - Campaigns can be used to track child sponsorship with extra fields like First/Last Name, Birth Date and Gender.
FEATURE - Added ability to lookup preferred contacts to sync with Outlook.
FEATURE - Added ability to lookup contacts previously synced with Outlook.
FEATURE - Added "Show File in Explorer" to "File" menu to help user find their own database.
FEATURE - Added "Web Browser" tab to Network Settings dialog so user can clear embedded browser cache.
FIXED - "PromiseID not found" error when editing a gift that was moved to another contact.
FIXED - "Internal Error: CampaignAmount (125) <= Amount(75)"
FIXED - "BOF or EOF" error when deleting the only gift/promise for a contact.
FIXED - Issue where a database from version 1.6 could not be upgraded.
FIXED - Issue where TntConnect would attempt to auto-update a contact even if Outlook was not installed.
FIXED - Issue with CSV parser where last column of last row might not be detected.
FIXED - Issue where last column of a List View might not be wide enough to fully see the caption header.
FIXED - Issue where a popup form might inadvertently bring main form to the top when not expected.
FIXED - Issue where a database couldn't get upgraded if the Gift table was missing an index.
FIXED - Issue where a vertical oriented picture might be stretched with a different aspect ratio to fit within max file size.
FIXED - Mac, issue where sort order of contacts wasn't expected after lookup contacts by task list.
FIXED - Issue where exchange rates would be auto-updated more than necessary causing flickering when starting program.
CHANGE - Campaign Tracking, History tab excludes pledge increase history items.
CHANGE - Campaign Tracking, # Contacts column now counts any contact related to a campaign.
CHANGE - Campaign Tracking, # History column excludes pledge increase history items.
CHANGE - Campaign Tracking, Renamed "Total Increases" column to "Net Monthly Pledges".
CHANGE - Campaign Tracking, Renamed "Target Contacts" tab to "Contacts".
CHANGE - Campaign Tracking, Renamed "Subgroup" column under Contacts tab to "Target Group".
CHANGE - Campaigns, when resizing window, top half and bottom half retain proportions.
CHANGE - Campaigns, when clicking "Lookup Contacts", if multiple items selected, only selected contacts are looked up.
CHANGE - Moved "Campaign" menu from "Tools" menu up to main menu.
CHANGE - Campaign Tracking, added grid lines to every list.
CHANGE - When manually adding or editing a gift, the campaign list starts off only showing active campaigns.
CHANGE - Created a "Campaigns" area in the Options dialog.
CHANGE - Slightly enhanced data portability warning.
CHANGE - Mac/Wine, Attempted to reduce the number of error logs that can build up in the EventLogs folder.
CHANGE - When upgrading database to 3.3, merge favorites with old [MPD] placeholder are upgraded to use [TNT].
CHANGE - Moved "Rebuild Database" to directly under the "File" menu.
CHANGE - The "Picture" merge field no longer has quotes around file name.
CHANGE - Increased privacy of MPD Weekly Update by reducing contact names with outstanding pledges to initials only.
NOTE - Refactored mail merge feature to support different contexts.
NOTE - Added registry opt-in for custom sorting of contacts, such as after lookup contacts by task list.
Posted
13 May 2017 1:46 PM
by
Troy Wolbrink