May 7
New permission for managing Messenger (Text-to-Give)
Improvement
Dan Ramdial
You can now limit the ability for your staff to manage the text-to-give feature.
Dan Ramdial
May 3
Improve DonorPerfect giving history in donor portal
Bug Fix
Kory Gorsky
Improve how DonorPerfect history displays when an account is not linked to a Donor ID.
May 2
Task Manager for Enterprise Customers
Improvement
Josh Bloomfield
Enterprise customers can now see their Givecloud managed tasks and projects on their dashboard. They can now see exactly what Givecloud is working on for them and in what priority. We ♥ accountability.
May 2
GL tracking for financial accounting
New
Josh Bloomfield
You can now set a GL accounting code to each of your products or forms for financial reconciliation. If you are using a third party CRM like DonorPerfect, you can continue to manage your GL in the CRM Integration tab.
Apr 22
Event Page Layout w/ Multi-Item Checkout
New
Kory Gorsky
A delicious new template designed for events but great for any multi-item checkout. Take it for a spin. When choosing a product layout, look for "Multi-Item Checkout".
Apr 2
Groups & Memberships
New
Josh Bloomfield
We've built our memberships feature to make it more flexible - including multiple membership levels per account :)
http://help.givecloud.co/donors-and-accounts/groups-memberships
Mar 29
Recurring Payment Cancellation Reasons
New
Josh Bloomfield
You can now track the reason your donors are cancelling their donations and report on them. This is only available on our new Global theme.
To enable, head to Settings & Admin > Payments and look for the Cancellation Reasons panel. Follow the on-screen instructions.
Mar 27
Pledges
New
Josh Bloomfield
Allow your donors to pledge (or promise) to give a certain amount of money over a specific time to specific funds. Givecloud will automatically update their progress no matter how their payments are recorded.
http://help.givecloud.co/fundraising-and-selling/fundraising/pledges
Mar 26
Save product templates & settings
Improvement
Josh Bloomfield
Save a product as a template and use it to easily create more of the same type of product.
When editing a product, hit the dropdown beside the Save button and choose "Save as Template".
Mar 20
Save defaults for Point of Sale
Improvement
Josh Bloomfield
Speed up data entry by saving default values for your Point of Sale session. Set the default values in your POS session, then hit the gear in the top right corner and click 'Save as Defaults'.
Mar 20
Pin frequently accessed items in Point of Sale
Improvement
Josh Bloomfield
You can now pin frequently accessed items to the top of your POS screen for quick access.
Mar 18
Improved Integrations panel
Improvement
Josh Bloomfield
We've redesigned the Integrations panel so you can easily see which integrations we support and which you have installed.
Head to Settings & Admin > Integrations and take peak.
Mar 8
Custom Shipping Expectations based on Inventory
Improvement
Tim Robertson
Show an estimated shipping time for your products depending on your stock on-hand. (For example: "Ships Today!" vs "Ships in 7-10 days."
Mar 3
Improved UPS integration
Improvement
Tim Robertson
You can now filter the UPS options visible to your customers at checkout.
Feb 27
Settlement Batch Report
New
Tim Robertson
Review the Givecloud payments by your NMI/SafeSave bank deposits (settlements).