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It's tool time—all the time! This release includes a whopping six new and improved tools, not to mention some enhancements and fixes.
New Tools
*NEW & IMPROVED* The Add/Edit Family Tool allows Users to quickly and easily add or edit Contact and Household records. Important: The Add/Edit Family Tool relies on a Google Maps API Key that is configured for your Tools and Life Apps URL. See Google Maps API Key to confirm it is configured correctly. Check out the video below to see all the updates in action!
*NEW & IMPROVED* The Assign Donor Tool allows Users to quickly review and assign donations initially assigned to the Default Contact record to an appropriate Donor record.
*NEW & IMPROVED* The Assign Envelope Number Tool allows Users to assign the next available envelope number to one or multiple donor records.
*NEW & IMPROVED* The Connection Card Tool is a single-screen tool that allows Users to log multiple contact points for one person at the same time.
*NEW & IMPROVED* The Event Metrics Tool allows Users to quickly add multiple metrics to an Event in a simple, intuitive form.
*NEW & IMPROVED* The Reset User Security Tool resets a User's Contact and User GUID in the event that they share a personalized link.
Add/Edit Company Tool
Added an informational message to the Add/Edit Company Tool. Simply tap the information icon (it's an "i" in a circle) to see helpful information about the tool.
Fixed an issue where the Add/Edit Company Tool could only be opened from the Contacts page.
Fixed an issue where the Add/Edit Company Tool would return an error when a 9-digit Zip code was entered.
Process Payments Tool
Enhanced the Process Payments Tool to allow up to twenty-five chargers in the Assign Merchant Batch field.
When autocomplete results are available use up and down arrows to review and enter to select.
