Enhancements
Alert Enhancements
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Increases the staff initiated alert reason description to 600 characters.
Prospect Entry Enhancements
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“Person Id” is no longer required when manually adding an individual prospect and will be auto generated when left empty. If populated, no spaces or special characters are allowed.
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Adds the following help text to the “Person Id” field on the individual prospect addition form:
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"Limited to 25 characters. No spaces or special characters allowed. If no ID has been provided, a unique ID will be assigned to the prospect during the creation process."
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Adds biographical information from a manual entry, inquiry form or CSV import to the prospect profile.
Inquiry Form Enhancements
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Adds the following question options to an Inquiry Form:
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Gender (select one from dropdown)
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Race (select one from dropdown)
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Ethnicity (select one from dropdown)
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High School
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Birthdate (enter as mm/dd/yyyy or select the month/day and manually update the year)
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Phone
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Address (Address line 1, Address line 2, City, State, Zip)
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- If address is required, all fields are required except address line 2.
- If address is not required, and one field is filled in, all address fields must be populated except address line 2.
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- Paragraph and Short Answer
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- Short Answers can collect free text responses up to 100 characters (with spaces).
- Paragraphs can collect free text responses up to 5000 characters (with spaces).
- Only Short answer and Paragraph fields may be added multiple times to a form.
- Short answer and Paragraph field responses cannot be searched or filtered upon.
- Short answer and Paragraph fields replace the former Message field.
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Bug Fixes
- Fixes the Message Reply Send action from the message menu bar.