Events
When a delegate’s sub event is set as cancelled and all the delegate's sub events are cancelled, the delegate will automatically be set as 'not attended'.
Contacts – Events
The delegate’s status (cancelled/not attended) is now more detailed on the contact screen.
Events
The eventeers listing on the events screen now indicates if the delegate is set as 'not attended'.
Import Contacts Wizard
When importing contacts through the Import Contacts Wizard, if a donation is added it may have allocated the donation to a deleted fund. This has been resolved.
Payment Batch
The Contact's email address has been added as an available field to the payment grid within a payment batch.
Import Payments Wizard
When payments are imported through the Import Payments Wizard, the currency symbol will automatically be ignored when reading the payment amount from the import file.
Import Contacts Wizard
When importing contacts through the Import Contacts Wizard, if a donation is added and the contact does not have an open Gift Aid record, a Gift Aid warning may appear. This has been resolved.
Document Manager Path
When the folder paths are updated within the settings, the Document Manager facilities on the open screens within SubscriberCRM are now automatically refreshed.
HTML Editor
The HTML editor control allowed users to click and navigate to links within the editor itself. This has been resolved.
Emailing
If an email content included a base64 encoded image, the email would not send. This has been resolved.
Web Sync and Event Sync Notifications
The notification icons that indicate the web sync and event sync screens have entries that need processing now remain visible until the entries are processed, rather than them disappearing when the screen is opened.
New Outlook
Support has been added for the new Outlook and so it's now possible to drag and drag from the new Outlook into SubscriberCRM.
Events Sync
The process to match a booker or delegate with an existing contact is now more automated within the Event Sync screen.
Manage Duplicate Contacts
It's now possible to select to transfer Contact Links within the Manage Duplicate Contacts screen.
Login Screen
The login screen has been modified.
Login with Microsoft
It's now possible to link a Microsoft 365 account with a SubscriberCRM user. This allows a user to login to SubscriberCRM with their Microsoft 365 account.
Login with Windows
It's now possible to link Windows Hello with a SubscriberCRM user. This allows a user to login to SubscriberCRM using biometrics or a device PIN (Windows Hello).
Multi-Factor Authentication
It's now possible to secure a SubscriberCRM user with MFA. It's also possible to enforce all users to enrol in MFA.
Contact Links
Active dates have been added to contact links.
Global Microsoft 365 OAuth Credentials
The Tenant ID and Client ID of a Microsoft Entra app can now be set globally throughout the organisation. These global settings can be used when linking a Microsoft 365 account with a SubscriberCRM user and when configuring a Microsoft 365 email account.
Digitally Signed Application and Installer
The SubscriberCRM application and installer are now digitally signed.
Reports - Branch Members
The field 'Branch Is Recognised' has been added to Reports - Branch Members.