These improvements are applicable for customers who own 2 or more GiveSmart modules. To see improvements for GiveSmart Events, click here.
Donor CRM: End of Year Thank You Letters
- Provide the capability to send Year End thank you letters to Donors.
Donor CRM: Organization
- Allow to specify if a donor is an organization or individual in the donation form.
Donor CRM: Accept Stock
- Under Add Gift Transaction Type page change the "Stock" label name to say 'Stock - Easily Accept Stock with DonateStock.com!" to provide the capability to accept a stock donation.
Donor CRM: Org Admin Email
- Send an email to org admin when the limit for the number of records exceeds the licensed limit during file import.
Export Donor CRM Transaction Report
- Orgs/Accounts who purchased GiveSmart Donor CRM can export their fundraising contacts and transaction data into their Donor CRM instance.
Create Global Admin
- Allows a Global admin to add another global admin that creates/updates the Org admin on Events.
All new features and improvements listed below apply to all GiveSmart customers.
Activity Keyword Report
- As an NPO admin I can access an Activity Keyword Report from the left Navigation to search/sort/filter/export all keywords within the account.
Fundraiser Funds Option
- Allow a supporter to sign up as a fundraiser through the fundraising page and choose to attribute their total to their page
Recurring Donation Breakdown
- Recurring donation transactions breakdown to reflect donation amount and transaction fee passed in the Search Transactions table and exports.
Classic Theme Sunset
- The Classic Theme for crowdfunding pages has been sunset.
Preview Button Overlap
- Fixes an issue that caused the Preview button to overlap the “Profile” icon, blocking users from clicking on the profile icon from that page.
Media Carousel Auto-play
- Fixes an issue that caused videos in the Crowdfunding media carousel to continue to auto-play with mute.