Release notes
Table of contents
v1.4.2 Latest
Mon, Aug 05, 24
Story
PG-635 As SUPPORTER CARE, I need a re-designed batch admin page that is more optimised, so that the app is more stable
PG-671 As SUPPORTER CARE, I want all revenue “Collected from others” to be designated under Community
PG-715 As SUPPORTER CARE, I want to be able to control the prompt text for the reason for donation options, so that the wording makes sense
PG-716 As SUPPORTER CARE, I need the pull designation button to appear, so that I can refresh designations when new ones are added in CRM
v1.4.1
Thu, May 16, 24
Bug
PG-702 We fixed a bug which caused the Gift Aid Declaration “made date” incorrect.
PG-704 Ladder amounts are now validated on duration change.
Story
PG-553 We added an improved regression testing framework to make bugs easier to identify in future releases.
PG-706 The Gift Voucher amount and date are now made available to Campaign Monitor for receipt emails.
PG-711 The amount selection on the Gifting page is now prevented from going below the minimum amount.
PG-712 The validation error for the minimum gift amount now includes the total minimum amount, not just the minimum per month.
PG-713 The custom amount number spinner buttons now trigger validation.
v1.4.0
Thu, May 09, 24
Bug
PG-669 Change wording for e-card email box
PG-690 Voucher code not displaying on thank you page
PG-705 Donation confirmation texts displaying twice in journey edit page
PG-708 Revenue split recognition credits not set correctly for Book Club Gifting
PG-709 Revenue ‘Reference’ field should be populated by Book Club Gift voucher code
PG-710 Solicit code opt-in not adding for Book Club Gift batch
Story
PG-636 As a GIFT PURCHASER, I want to be able to buy a gift voucher, so that I can give Book Club to someone else.
PG-692 As SUPPORTER CARE, I want gift voucher codes on the supporters constituent record as an alternate lookup ID, so that I can quickly find records.
PG-694 As a HEAD BOOKWORM, I want the slider to be removed, as I find it confusing.
PG-695 As a HEAD BOOKWORM, I want the wording above the duration buttons to be changed, so that it it correct.
PG-696 As a HEAD BOOKWORM, I want the wording under the amount to be changed, so that it it correct.
PG-699 As HEAD BOOKWORM, I want an optional note at the top of each address section, so that I can add guidance.
PG-700 As HEAD BOOKWORM, I want to be able to turn off the own money question, as it is not relevant to gifting.
PG-701 As HEAD BOOKWORM, I need gifting duration placeholders in the donation confirmation texts, so that generated messaging is clear.
v1.3.4
Mon, Apr 22, 24
Bug
PG-640 Created date cloning on Journey
PG-645 Gift aid is visible for Canada
PG-646 Email opt out is not editable
PG-647 Email opt out solicit code not applied
PG-650 Non localised spelling in field label for Rotary membership
PG-651 “Country” control appears twice
PG-653 Constituent batch not matching projected total
PG-657 Error thrown by regex action for confirmation text for Canada
PG-658 Constituent DeDupe/Batch Exception Handling not working
PG-668 Braintree subscriptions attempts to batch with its payment method token, which is not filled in and causes an error.
PG-675 Pending Group Memberships present even if none are to be resolved.
PG-676 Extra charges that calculated to having more than 2 decimal places causes an error in braintree
PG-677 Business process in revenue batch pull failing in Canada environment
PG-683 Braintree subscription first payment date doesn’t actually control the first payment date in Braintree or CRM
PG-684 First payment date is missing from the donation view/edit page for Braintree subscriptions
PG-685 Braintree subscription does not fill card country of issuance (COI) in CRM
PG-693 After start-up action failing
Story
PG-371 As a CANADIAN, I want to automatically send a card for IMo donations to an email address.
PG-496 Editable disclaimer / restricted income text
PG-497 As a DONOR, I want to be able to cover the transaction fees in my donation, so that ShelterBox is not put of pocket.
PG-622 As a DONOR, I want to be able to choose the day that my recurring payment is taken, so that I can manage my payments.
PG-642 As the HEAD BOOKWORM I want some small legal text under the form, so that I can make sure that people understand.
PG-643 As HEAD BOOKWORM, I want the terms and conditions error message to be appropriate
PG-644 As a donor, I want the donation confirmation text to be journey specific, so that it is not confusing.
PG-648 As a CANADIAN, I want to be able to type in my own source codes, to I don’t have to add them in CRM.
PG-655 As a CANADIAN, I want to be able to switch the constituent for the revenue record to the oBo constituent
PG-656 As a CANADIAN, I want to give credit to the Rotary Club that the donor is a member of
PG-659 As SUPPORTER CARE, I need to see exception batches in the app, so that I know when a batchset is complete
PG-660 As a WEBSITE MANAGER, I want code added so that I can use HotJar tracking.
PG-665 As SUPPORTER CARE, I need to be able to control the billing and shipping address type from the journey category, so that there is consistency with data in CRM
PG-666 As SUPPORTER CARE, I need to control the ‘EFT status’ code and ‘account type’ code for bank accounts, so that we can match them to our processing filters
PG-667 As a CANADIAN, I want solicit code source to be populated with my own source codes, so that I can track preferences
PG-672 As a DEVELOPER, I need to update Braintree drop-in UI to the latest version, so that we can stay compliant to 3DS
PG-673 As a DEVELOPER, I need to update Braintree Java library to the latest version, so that we can stay compliant to 3DS
v1.3.3
Thu, Mar 07, 24
Bug
PG-674 Address validation preventing users from progressing
v1.3.2
Thu, Jan 04, 24
Bug
PG-661 Payment method incorrect and no Braintree reference
Story
PG-376 As a SUPPORTER CARER, I want PG to handle overlapping YES/NO Gift Aid Declarations, so that I do not have to
Sub-task
PG-662 Add admin button to set all journeys ‘Batch mapping’ to match the global settings
v1.3.1
Thu, Dec 28, 23
Story
PG-368 As a CANADIAN, I want to accept recurring card payments
PG-489 As a CANADIAN, I want to be able to change the “OwnMoney” label and prompt text, so that it is appropriate to my audience.
PG-621 As a CANADIAN DONOR, I want an opt-out tickbox, so that I don’t get mail, email or phone calls
PG-623 As CANADA, I want additional revenue attributes to be populated, so that I can add them to my data
v1.3.0
Mon, Nov 20, 23
Bug
PG-481 Address validation feedback.
PG-488 Bad en-CA translations.
PG-516 Terms and Conditions not saving.
PG-517 Book slider missing on initial page load.
PG-518 Book slider icon misaligned from steps.
PG-519 Missing space in donation text.
PG-520 Journey Category not correctly saving.
PG-521 Breadcrumb text is wrong colour.
PG-522 Not all donation fields should be mandatory if it is Bookclub.
PG-523 Empty title says “More…” in batch admin
PG-529 Existing solicit code end dates are set to day of donation, not the previous day.
PG-530 Bookclub Slider breaking selection options.
PG-532 Category save error.
PG-533 Clicking next when the amount is too low should not allow progress to the next page and should display a validation error.
PG-542 Unknown sort code revenue batch error.
PG-545 Email template tokens causing admin errors.
PG-546 Audit template needs updating.
PG-549 Revenue batch not pulling back.
PG-617 Custom amount does not get cleared when an ask ladder amount is selected.
PG-624 Accordion ‘continue’ title button not appearing for some sections.
PG-625 More bad en-CA translations.
PG-626 Page title and favicon.
PG-627 Canada batch template does not work due to specified fields in request not found in the template.
PG-628 Gift Aid declaration not adding.
PG-632 Terms and Conditions agreement is duplicating into the prominent/not prominent list.
PG-634 NO GAD start date.
PG-639 Thank you page template tokens.
Story
PG-195 As a SOMEONE, I need the Gift Aid wording to be stored in the database, so that I can update it when I want.
PG-359 As a CANADIAN, I need to specify amounts in CAD, so that I can donate in the right currency.
PG-360 As a CANADIAN, I want the email solicit code to default to OPT IN, because data proctection is different.
PG-361 As a CANADIAN, I want the phone number country to default to Canada.
PG-362 As a CANADIAN, I want the address search to search Canadian addresses.
PG-363 As a CANADIAN, I want “County” to read “Province”.
PG-364 As a CANADIAN, I want to hide the Gift Aid section.
PG-365 As a CANADIAN, I want all Canadian Rotary Clubs added to CRM.
PG-369 As a CANADIAN, I want to know if a donor is a member of a Rotary Club, so I can manage this in CRM.
PG-370 As a CANADIAN, I want to know how a donor heard about us.
PG-400 As SHELTERBOX I want to import currencies to Payment Gateway rather than manually enter everything.
PG-412 As a CANADIAN, I want the “County” and “Postcode” translations to be set in settings, not by locale, so that it always displays regardless of locale.
PG-487 As a CANADIAN, I don’t want to ask for a donor’s title, as I don’t need to know.
PG-492 Rotary search list only displays 5 results so you cannot select a club where there are 6 or more similar names.
PG-493 As a CANADIAN, I want to use my own batch templates, so that the data goes in the right place.
PG-498 As a FUNDRAISER, I want to be able to disable the “how did you hear” fields, so that the form is shorter.
PG-499 As a FUNDRAISER, I want the order of the Phone and Email fields to be swapped, so that the email is prioritised.
PG-500 As a FUNDRAISER, I want an opt-in for the phone number, so that I can use it for telemarketing.
PG-501 Setting default donation prompt manually - on page load.
PG-503 As a BOOK CLUB ADMIN, I want to be able to specify my own terms and conditions, so that they are appropriate to Book Club.
PG-504 As a BOOK CLUB ADMIN, I want to specify an amount that is not included in the Gift Aid calculation, so that I can exclude trading income.
PG-505 As a BOOK CLUB ADMIN, I want to have my own admin page so that my subscribers do not get mixed up with donations.
PG-506 As a BOOK CLUB ADMIN, I want to be able to select a special amount select page, so that is is appropriate for BC.
PG-507 As an ADMIN, I want a way to mark all empty journeys with a category, so all journeys are better organised.
PG-508 As an ADMIN, I need to be able to specify different settings for direct debit dates, so that subscribers do not get free books.
PG-509 As DIGITAL, I want to filter journeys by their category, so that I can organise them.
PG-510 As a BOOK CLUB ADMIN, I want to categorise journeys so that the list is not cluttered.
PG-511 As a DEV, I want the app to be on MX9, so that it has the latest features.
PG-512 As a BOOK CLUB ADMIN, I want the Book Club import template to include the revenue split, so that the data is loaded properly.
PG-524 As SUPPORTER CARE, I want the constituent batch pull-back to be optimised, so that I don’t have to wait a long time.
PG-526 As DIGITAL, I need to control the minimum donation amount on journey categories, so ShelterBox don’t lose money on Bookclub memberships.
PG-527 Book club wording change.
PG-528 As a DONOR, I want to provide a separate shipping address to my billing address, so that I can receive my books at a different address.
PG-531 As a DEV, I want all outgoing email to be send via Campaign Monitor, so I don’t have to create templates.
PG-534 As a BOOK CLUB ADMIN, I want the Book Club logo to be displayed in the centre of the title bar on full screen pages.
PG-535 As a BOOK CLUB ADMIN, I need a checkbox to ensure that the subscriber is signing up on their own behalf, so they do not try to make gift subscriptions.
PG-536 As a DONOR, I should be able to click the next section to progress down the form.
PG-537 As an ADMIN, I want to be able to move the GAD form to just before the “Pay Now” button on the Direct Debit page and the card payment page.
PG-538 As a DONOR, I want the “Pay now” button on the direct debit page to read “Confirm direct debit”.
PG-539 As a BOOK CLUB SUBSCRIBER, I want the “Boost your donation…” text to be different for Book Club, so that it is not confusing.
PG-540 As a DONOR, I want to be able to submit a NO GAD, so that I am not bothered in the future.
PG-541 As a DONOR, I want the direct debit start date to be labelled “Direct Debit first payment date”, so that I am not confused.
PG-547 As a SUPPORTER CARER, I want to specify a list of constituencies to add to a donor, so that I can track them.
PG-630 As a DEVELOPER, I need the queue log to automatically clear, so that the app stays healthy.
PG-631 As a SUPPORTER, I want the page to automatically scroll to the topmost error message when any validation errors occur, so that I know there are validation errors.
v1.2.4
Wed, May 17, 23
Story
- PG-475 We did some extensive testing of Apple Pay in sandbox mode.
- PG-479 We added a new setting to allow discrete payment methods to be disabled without requiring the app to be restarted.
v1.2.3
Tue, Apr 04, 23
Bug
PG-301 Gift Aid declaration indicator should be “Written” not “Internet”.
PG-309 Using a keyboard number pad on donation custom amount will enter decimal point incorrectly on.
PG-332 Manual entry of address is not validated.
PG-384 Donation amount not formatted properly in thank you email (no trailing zero).
PG-407 Gift Aid declaration ‘Scanned Document Exists’ box not being ticked.
PG-428 ‘Thank You’ test page using old layout.
PG-429 Navigation security improvement.
PG-430 “I’d prefer not to say” title is being loaded into CRM.
PG-439 Cannot progress if there are no Rotary clubs to select.
PG-440 Collected from a fundraising event/sponsorship label text is confusing.
PG-442 Parts of page layout missing trust signals.
PG-443 Legal footer text missing (ShelterBox Trust is a …).
PG-449 Email addresses fail validation if there is leading or trailing whitespace.
PG-451 Phone number should not be mandatory.
PG-453 Reason for donation “Other” flag is miscalculating batch totals.
PG-457 Console error when displaying ‘Thank you’ page.
PG-464 Error occurs when saving donation from edit page.
PG-465 Solicit code records missing source code value.
PG-474 Cannot delete donations.
PG-483 If Rotary club search field left blank, the user can not progress the form.
Story
PG-299 As a SUPPORTER CARE user, I want the batch admin screen to dynamically change, so it doesn’t matter what sized screen I am working on.
PG-326 As a SUPPORTER CARE user, I want the list of journeys to be longer, so that I don’t have to use the paging buttons.
PG-327 As a DIGITAL user, I need placeholders set up, so I can include the direct debit and Gift Aid details in an email for the donor.
PG-356 As a SUPPORTER CARE user, I need batches to order-by date descending, so that I see the most recent batches first.
PG-394 As a DONOR, I want my consent cookies to be copied from the website, so that I don’t have to consent again.
PG-419 As a DEVELOPER, I need better logging of responses from Braintree, so that I can debug issues with transactions.
PG-420 As a DONOR, I want a better message if my payment was not confirmed, so I don’t donate twice.
PG-422 As a DEVELOPER, I need a custom ID field attached to Braintree transactions, so that I can match the data in the event of it going missing.
PG-431 As a SUPPORTER CARE user, I need a view of failed donations, so that I can contact the donor to resolve the issue.
PG-436 As a SUPPORTER CARE user, I want to import the solicit codes in the revenue batch, so I have one less batch to handle.
PG-437 As a DONOR, I want the ShelterBox logo in the top left of the navigation to link back to the site homepage, so that I can find my way back.
PG-473 As FINANCE, I need the application to only load relevant Gift Aid declarations, so that CRM isn’t overloaded with declarations.
PG-476 As a SUPPORTER CARE user, I want to be able to limit the maximum size of batches, so that I don’t overload the connection to CRM.
PG-484 As a DEVELOPER, I need to update Mendix version to 8.18.24, so that the application stays secure.
v1.2.2
Mon, Dec 19, 22
Bug
PG-467 Payment form is not accepting custom amounts.
v1.2.1
Tue, Dec 06, 22
Bug
PG-450 Donations missing individual object
v1.2.0
Tue, Oct 04, 22
Bug
PG-424 Mac (Chrome and Firefox) - Postcode and org/group drop-down search not working
PG-423 Email validation
PG-404 Bug: Empty batches appearing in the Batch Column
PG-354 Bug: Warning messages need updating to reflect the re-design of the batch admin area
PG-336 Bug: “Other reason for the donation” tooltip is not visible on mobile devices
PG-304 Once all batches are committed the group remains in active until the page is refreshed
PG-293 Warning messages are confusing for users
PG-266 Unbatched donations list does not update after batching
Story
PG-416 As a DIGITAL PERSON, I want extra wording to appear on the donation form for certain journeys, so that I can make restrictions clear to the donor.
PG-381 As a DONOR, I want the app to be full page after page 1, so that I am not tempted to navigate away.
PG-314 As a Shelterbox, I want to validate for a minimum donation, so that I am not out of pocket.
v1.1.9
Fri, Aug 26, 22
Bug
PG-413 Bug: Duplicate DD account causing error
PG-406 Bug: Financial Institution/Sort Code error on Payment Gateway
v1.1.8
Mon, Jul 18, 22
Bug
PG-399 Donations are getting declined due to 3DS
v1.1.7
Mon, Jul 18, 22
Bug
PG-397 Bug: Blank donations appearing
PG-372 Bug: Audit warning message for clearing donations appears even when the selected option is ‘No’
Story
PG-389 As Fresh Egg, I need to GA4 widget to use GTM and data layer, so that it works with our reporting
PG-383 Delay deletion of exported donation records until the export file has been checked and accepted.
v1.1.6
Fri, Jun 24, 22
Bug
PG-391 Bug: Google Analytics timeout on thankyou page
PG-388 Bug: Batching Error - unable to ‘confirm committed’
Story
PG-393 As a Donor, I need to be challenged by 3DS, so that I can successfully donate
PG-382 As a Donor, I want to be able to consent to cookies within the PaymentGateway directly, so my rights are protected
v1.1.5
Fri, Jun 17, 22
Bug
PG-396 More missing translations for en-US
v1.1.4
Fri, Jun 17, 22
Bug
PG-395 Missing translations for en-US
v1.1.2
Tue, Jun 07, 22
Bug
PG-387 3DSv2 challenge should be explicitly called when making a card payment
PG-386 Error message should be more explicit when a card payment fails.
PG-385 Refresh Braintree client Nonce when a transaction fails.
v1.1.1
Wed, May 25, 22
Story
PG-373 As a USER, I want the thank you page to be easier to read, so that I can read it easier.
Sub-task
PG-375 Disable Apple pay
v1.1.0
Fri, Dec 17, 21
Bug
PG-358 As FINANCE, I need some more card payment details in the export, so that I can calculate the fees.
PG-357 Can go back from thank you page on to the submitted forms
PG-355 Bug: Production Links to CRM go to Staging
PG-344 Error when pulling back revenue batch
PG-341 Bug: Admin error on single donation
PG-340 Bug: Solicit code count is miscalculated when the batch is refreshed and re-created
PG-338 Bug: Clicking on ‘Next: Payment >” on a phone jumps the screen down to “Donate Now”
PG-330 Bug: Some data for Deceased and Inactive constituents is not importing
PG-328 Bug: Media links are being duplicated onto a record
PG-323 Bug: Thank you page redirect loads within the iFrame
PG-322 Misalignment of the donation box on the Monthly tab on some browsers
PG-320 Bug: Cross Browser Issue - The ‘Enter Amount’ text becomes misaligned on some browsers
PG-319 Error when paying with Google Pay
PG-318 Bug: Error when making a PayPal payment
PG-313 Heading levels are not consistent
PG-310 Error when selecting organisation type
PG-302 Change the Default State of Batches to Collapsed rather than Uncollapsed
PG-298 Error on monthly revenue batch push
PG-296 Email consent text does not reflect the consent statement in the backend.
PG-292 Bug: Users can specifiy own Rotary Club Name
PG-291 About Your Donation Section Changes
PG-290 Disable Apple Pay until it works
PG-289 Text Change: Is this a personal gift from you…
PG-288 Text Change: Change the text Location to Country
PG-286 Admin error on Safari
PG-285 Batch header row count does not match the number of rows
PG-284 Bug: When pushing batch to CRM generates a warning a batch is still created in CRM
PG-282 Bug: Solicit codes missing source code
PG-281 Organisation location gets emptied
PG-277 Bug: Donation filters override one another in the batch admin
PG-270 Text Change: Continue Button
PG-269 Text Change: Donate X to Donate >
PG-268 Google analytics not triggering page views on mobile
PG-265 Batches by date create an empty duplicate batchset for single frequency
PG-264 Batch sets with no batches are moved to complete
PG-263 Date filter on donations list does not include current day
PG-262 Alternate lookup ID errors
PG-261 Margin issues
PG-260 Duplicate/old values from CRM in PG
PG-257 The alt lookup id name (website donation reference) is derived from both a constant and a database value, leading to inconsistency
PG-255 Title drop-down sort order
PG-254 Title drop-down more option not working
PG-250 Not all source codes come from the journey
PG-249 Solicit code statement attribute length is too short
PG-247 Text Change: Is this your own money?
PG-242 Accessibility: Email Opt-In
PG-241 Accessibility: ShelterBox Contact Information
PG-239 Accessibility: Placeholder text needs adding to the postcode search box
PG-238 Accessibility: Alt Text to be Added for Logos
PG-237 Accessibility: Brand Grey to Darkened
PG-234 Gift Aid amount sometimes doesn’t get recalculated.
PG-232 BatchAdmin cannot delete journey
PG-230 Group/Organisation not coming through audit
PG-218 Supporter care cannot batch today’s donations
PG-217 Hide the option to select the Country for searchable Orgs/Groups when donating on behalf of them.
PG-216 As an APPLICATION, I need the custom journey URL to use the custom domain - not the Mendix domain, so that the IFrame can load the page
PG-210 Form fields formatting
PG-209 Increased organisation button width
PG-208 Increased whitespace between form fields
PG-207 Initial donation page amends
PG-206 Form fields – bolding of text
PG-205 Mobile payment page – text alignment
PG-204 Mobile – first page - text alignment
PG-203 The breadcrumb navigation numbers don’t seem to update
PG-200 ‘Your details’ shows twice in the breadcrumb navigation (across all views)
PG-199 Organisation field label
PG-198 Can ‘country’ be the last address field in the list
PG-197 Find address input field width
PG-192 Please can the following approved Gift Aid wording be used for the form
PG-191 The reasons for donation settings tab is labelled “Page 10”
PG-185 Country name “Irish Republic” not recognised for Braintree
PG-165 Thousands separator should be applied everywhere the amount is displayed
PG-137 If Braintree returns error, show something other than Admin error
PG-132 Auth code stored in wrong field
PG-84 Braintree payment steps are confusing
PG-81 On behalf selection buttons text should be bold.
Story
PG-353 Bug: Add the need help text + phone number (in footer) to first page of the donate form
PG-348 As a Finance user, I want to see the payment card’s country of issuance so that I can identify cards issued outside of the UK and apply the correct fee to the donation.
PG-333 As a Finance user, I want to be able to see the type of card used by a donor, so I can more easily track and reconcile the transactions.
PG-331 As a Digital User, I want to be able to specify different designations for single and monthly donations, so that I can control how donations are attributed.
PG-324 As a Digital user, I need to set up different thank you emails for monthly and single donation journeys to tailor the journey to the donor.
PG-317 As DIGITAL I want more Ecommerce events tracked to understand conversions easier
PG-316 Re-enable Apple Pay
PG-307 Privacy policy link opens in frame not new window
PG-305 Batches re-design
PG-295 As a SUPPORTER CARER, I want the list of unbatched donations to be filtered by the same controls as the batching, so that I can see what I am going to batch.
PG-287 As a DONOR, I want my donation receipt, so that I know what the transaction is
PG-272 As SUPPORTER CARE, I want the batch settings to better reflect on donations, so that I am in control of how donations are input into CRM
PG-267 As a SUPPORTER CARER, I want to be able to limit the batching to a certain date range, so I can account for financial periods.
PG-259 As a DIGITAL PERSON, I want to be able to create journeys that only have one frequency, so that I can cater for all campaigns
PG-258 As a GIFT AID PERSON, I want the Gift Aid Declaration status set to Active, so that I can report accurately
PG-256 As a FUNDRAISER, I need to be able to specify a different source code for single and monthly frequencies, so that I can track them properly
PG-252 As a FUNDRAISER, I need to be able to duplicate a journey, so I can create similar ones easily.
PG-248 Add Google pay merchant ID constant
PG-243 As the Digital Team I want completed transactions to be recorded by Google Analytics Ecommerce
PG-225 As an ADMIN, I want the configuration to be documented, so I know what I am doing
PG-221 As a DONOR, I don’t want to see the GA box if the money is from someone else, so that I can’t select it.
PG-219 As a SUPPORTER CARER, I want to be warned that the Bank Validation has failed, so that I know to check the API key.
PG-202 As a DONOR, I want the option to enter an address manually, in case I can’t work the lookup.
PG-201 As a GENEROUS DONOR, I want custom messaging needed for large donation amounts, so I feel appreciated.
PG-196 As a DONOR, I want the list of titles sorted in a better order, so that I can find my title more easily.
PG-190 As a DIGITAL PERSON, I want to Google Analytics integration, so that I can see how people use the gateway.
PG-187 As a SUPPORTER CARER, I need a way to tidy up broken batch sets, so that I can get rid of ones that I have resolved.
PG-184 As a DONOR, I need the Braintree widget to support 3DSv2, so that my donations are not declined
PG-183 As a FUNDRAISER I need to have custom story messages and set the value ranges they should appear between
PG-179 As a fundraiser, I need the Payment Type (e.g. Apple, Google, etc) stored so I know which is most successful
PG-172 As a supporter care user, I need my batch to validate properly so I can find duplicates
PG-154 As FINANCE, I might want some kind of audit of the donations, so that I can reconcile them
PG-127 As an Admin I need to be able to customise the Story Messages relating to donation amounts
PG-126 Update postcode lookup module
PG-75 As a FUNDRAISER, I need to be able to customise which amounts are displayed, so that they remain appropriate.
PG-48 As a donor, I need to be able to donate on behalf of a specific event or activity so I can say where the money came from
PG-42 As a SUPPORTER CARER, I need bank details to be validated, so that I don’t have to correct them later.
PG-35 As a FUNDRAISER, I need the ability to send different automated emails to users depending on what form fields were completed
PG-34 As a FUNDRAISER, I need the ability to set different thank you pages depending on appeal configuration
PG-31 As a FUNDRAISER, I need to be able to customise which payment frequencies are displayed and default, so that they are appropriate for my campaign.
PG-27 As a FUNDRAISER, I want to be able to have different forms, so I can support multiple fundraising streams
PG-26 As a FUNDRAISER, I need source codes to be stored in CRM based on the entrypoint, so that I can track my campaigns.
PG-9 As an INTERNATIONAL FUNDRAISER, I need the data collected using my entrypoint to be stored in my site in CRM, so that my donor’s data is protected.
PG-8 As an INTERNATIONAL FUNDRAISER, I need a different entrypoint for each International Team, so that I can tailor the experience accordingly.
PG-7 As a FUNDRAISER, I need the Appeal stored in CRM, so that I monitor the performance of my campaigns.
PG-6 As a FUNDRAISER, I need a different entrypoint for each Appeal, so that I can tailor the experience accordingly.
v1.0.1
Tue, Nov 23, 21
Bug
PG-178 On behalf org search box is too specific
PG-170 GAD media link not working
PG-164 Focusable elements are missing keyboard
PG-163 Visible field labels
PG-162 Tab order needs checking
PG-159 Custom amount entry should be forced from a text type to a number type
PG-158 Batch set headers are not consistent
PG-157 Batch processing buttons are obscure
PG-152 GAD start date not calculated properly
PG-151 Solicit code not added when box is ticked
PG-150 Processor start date is the day before the donation date, but should be the same.
PG-148 Phone number is wrong at bottom of payment pages
PG-147 Committed batches in CRM not showing as committed in App
PG-142 Bad email warning showing for all direct debits
PG-136 Not all workflow state users are pulled from BBCRM
PG-135 Designation tab language translation issues
PG-134 Postcode lookup search styling
PG-133 Postcode lookup search/retrieve error
PG-128 Carter hardcoded the Braintree Id and we need it to be in a constant
PG-125 When I click Continue at the Address stage I am taken to the BOTTOM of the ABOUT YOUR DONATION section.
PG-123 Gift Aid – the only donations that should be ‘excluded from gift aid’ …
PG-122 Processor start dates for some reason were all dated the 3rd August, but all the donations I was working on were dated 4th August (and I was committing on the 4th August).
PG-119 Blank solicit code batches are being created when there are no solicit codes to add. Can we change it so that a batch doesn’t get created at all if there are none to add?
PG-115 Direct Debit sign up – the box that says ‘I confirm I am the account holder and authorised to set up DDs from this account’ – its not a required field
PG-108 Any donation that has been provided ‘on behalf of’ someone else or another organsiation reqires 2 x records to be entered…
PG-85 Braintree payment form placeholders are confusing
Feedback
PG-121 • Blank solicit code batches are being created when there are no solicit codes to add. Can we change it so that a batch doesn’t get created at all if there are none to add?
PG-120 • Constituent batch in CRM – never gave me any option to de-dupe supporter who were definitely already in the database with either same name, email address or address. Likewise with the group/org. lead to multiple new records being created.
PG-118 Capitalisation of names. If use lower case on the website, it goes into CRM as lower case. Example 8-10332215
PG-116 Direct Debit sign up – can it reject invalid sort codes to prevent incorrect bank details getting through to us?
PG-113 Donation / Monthly gift sign up confirmation page blank at the end
PG-112 ‘Is this your own money?’ – I think the wording of this question might be a little misleading to supporters.
PG-111 Reason for donation drop down – not sure what this is going to be used for?
PG-110 All donations had the inbound channel of Community Fundraising. Assume this will change when launched?
PG-109 Would it be possible for donation data to be exported before batch entry?
PG-107 When pressing the ‘Add to Selected batch’ button on a donation I sent it through to the incorrect batch a few times as I wasn’t sure which batch was ‘selected’. Could we introduce a more obvious way of highlihting which batch is selected?
PG-106 If you have a fault that comes up during the ‘Push Batch to CRM’ step
PG-105 When I tried using, ‘Credit Card Batch’ it required me to add ‘card type’.
PG-104 As process takes you straigth through to comitment stag in CRM there’s no step to de-dupe data. This meant records were being duplicated i.e. 8-10332174 & 8-10294074 (in staging).
PG-103 The following pop up came up after entering all Direct Debits including those with an email.
PG-102 Is there a possibility of splitting donations by source code/designation/date etc rather than having to populate each donation to a batch header via the ‘add to batch’ button? On a busy donation day.
PG-101 There are 3 x Gift Aid Questions that go with any donation. These are possible taken care by other fields (donating on your behalf etc) but it’s a move from tradition and may need to check with GA team.
PG-100 3) On the ‘About your Donation’ step – your currently navigsated to the bottom of the page – where the gift aid question is – rather than the top where the ‘Is this donation your own money’ question is. Supporters may miss this.
PG-63 Who processes donations from international teams?
Story
PG-176 As a keyboard user, I want to be able to select fields in the Braintree widget, so that I can continue to ignore my mouse.
PG-175 As a keyboard user, I want to be able to select addresses using cursor keys, so that it is consistent with standard behaviour
PG-173 As a Donor, I need to be able to pay with ApplePay/GooglePay/PayPal so I don’t have to use Credit Cards only
PG-171 As a BatchAdmin I want to be able to select what message to display on the Thank You Page.
PG-169 As a SUPPORTER CARER, I need donations from international donors to be given the designation GENSBI, so that they are accounted for properly
PG-168 As a SUPPORTER CARER, I need to be able to fix/remove batches, so that I can resolve problems
PG-167 As a SUPPORTER CARER, I want to be able to batch only some types of donations, so that something
PG-156 As a WENDY, I want Rotary (and related) clubs to be selected from a list and not free text, so that I don’t create duplicates
PG-155 As a USER, I want checkboxes to have a green border on focus, so that I can see what is selected
PG-153 As a SUPPORTER CARER, I want to be able to filter the donations list by date, for some reason
PG-149 As a SUPPORTER CARER, I want names entered all in lowercase or UPPERCASE to be corrected, so that they get better looking correspondance.
PG-144 As a DEV, I want email failures to be logged, so that I can debug them
PG-140 As a FUNDRAISER, I need the reason for a donation to be recorded in CRM, so that I know why someone donated.
PG-130 As a SUPPORTER CARER, I need the card transaction reference stored in CRM, so that I can reconcile it more easily.
PG-124 Income attribution – designations: donations are currently all going into Blackbaud as GENIND which is the IG income
PG-117 Improve autogrouping /batching/viewing
PG-99 If start date of the direct debit is less than 2 weeks away can we make it unavailable to choose or generate the next date that is is available as on current website?
PG-98 Mr, Mrs, Ms and Miss – can these be at the top of the drop down for those that prefer to use drop downs or miss the automated entry box.
PG-78 As a DONOR, I want the address lookup to be clear, so I am not confused.
PG-77 As a DONOR, I only want to choose from common titles, so that I can find my title.
PG-74 As a DONOR, I want the payment frequency button text to be the same on active and inactive states, for some reason.
PG-70 As a DONOR, I need to be able to go back and change my amount selection, so I can fix mistakes.
PG-29 As a FUNDRAISER, I need to be able to edit thank you emails, so they are up to date.
v1.0.0
Fri, Jun 25, 21
Bug
PG-129 Emails.enviroment constant is unnecessarily unclear
PG-89 Failed email causes error in processing
PG-88 permission error when selecting country logged in as admin
PG-86 Add constituent financial account form timeout
PG-83 Braintree form is not full width
PG-82 Amount is not zero padded on Gift Aid form.
PG-79 Validation needed on “on behalf of” fields
PG-76 Custom amount not reflected on next page
PG-72 Custom amount should be padded to 2 decimal places
PG-69 Donation custom amount validation feedback is badly styled
PG-68 Phone number is not validated properly
PG-66 Address Lookup not searching other countries
PG-64 The address search populates the address block as comma delimited address lines instead of separate lines.
PG-60 Other payment method missing for Braintree
PG-59 Check donation form validation for required fields
PG-58 Auto group button should be in the other listview (right aligned)
PG-57 Address lookup search button is not styled properly
Story
PG-97 As a donor, I need to know if my email address doesn’t work, so I know that my payment was successful.
PG-95 As a developer, I want entities to be restricted, so that the app is secure
PG-91 As a batch user, I need my BBCRM profile associated with my account so I don’t need to keep selecting it
PG-87 As a SUPPORTER CARER, I want to be able to leave feedback in Jira, so that the developers can read it.
PG-67 As a supporter care user, I need the scanned documents checkbox to be true when I add a media link
PG-65 On behalf validation
PG-61 As a support care user, I need a donation on behalf of someone else to generate Recognition Credits in the Revenue batch so they get recognition
PG-56 As SUPPORTER CARE, I need donations coming off the PG to have a GAD, so that we can claim Gift aid
PG-55 As SUPPORTER CARE, I need donations coming off the PG to have inbound channel set to “ShelterBox website”, so I know where they came from
PG-54 As FUNDRAISING, I need donations coming off the PG to have the correct source code, so I can track efforts
PG-53 As FINANCE, I need donations coming off the PG to have the financial period
PG-52 As SUPPORTER CARE, I need the donations coming off the PG to be marked as ‘Internal’, so that I know where they came from
PG-49 As a supporter care user, I need donations grouping for batches so I can process different types of donations
PG-47 As a donor, I need to be able to donate on behalf of a group or organisation so I can say who the money came from
PG-46 As a donor, I need to be able to donate on behalf of someone else so I can say who the money came from
PG-45 As SUPPORTER CARER, I need Appeal and designation codes to be editable so I can correct the data
PG-44 As a BRAND PERSON, I need the mobile styling to match the template, so that it is on brand.
PG-41 As a SUPPORTER CARER, I need phone numbers to be validated, so that I don’t have to correct them later.
PG-40 As a SUPPORTER CARER, I need email addresses to be validated, so that I don’t have to correct them later.
PG-39 As a SUPPORTER CARER, I need postal addresses to be validated, so that I don’t have to correct them later.
PG-30 As a DONOR, I need an appropriate thank you page, so that the I know the process has succeeded
PG-28 As a FUNDRAISER, I need an appropriate email sent to the donor, so that they are thanked.
PG-25 As a BRAND PERSON, I need the desktop styling to match the template, so that it is on brand.
PG-24 As a supporter carer, I need a media link to be created to show the GAD associated with this donation
PG-22 As a SUPPORTER CARER, I want to only have to interact with one app, so that I am not confused.
PG-21 As a SUPPORTER CARER, I need the system to prevent and fix errors, so that my time is not wasted.
PG-20 As a SUPPORTER CARER, I need to have an easy to use way to process donations, so that my time is not wasted.
PG-19 As a DONOR, I need the behaviour of the system to be intuitive, so that I am not confused.
PG-18 As a DONOR, I need the styling of the system to match that of the website, so that I am not put off.
PG-17 As a DONOR, I need my bank account information to be pushed to CRM, so that my Direct Debit can be processed.
PG-16 As a DONOR, I need to be able to enter my bank account information, so that I can set up a Direct Debit.
PG-15 As a DONOR, I need the Braintree integration to be made into a proper widget, so that it is reliable.
PG-14 As a DEVELOPER, I need to get rough version of Braintree working, so that I can understand the API.
PG-5 As a SUPPORTER CARER, I need to create a Revenue batch, so that I can import direct debits into CRM
PG-4 As a SUPPORTER CARER, I need to create a Revenue batch, so that I can import card payments into CRM
PG-3 As a SUPPORTER CARER, I need to create a Solicit code batch, so that I can import communication preferences into CRM
PG-2 As a SUPPORTER CARER, I need to create a constituent batch, so that I can import constituents to CRM
PG-1 As a DEVELOPER, I need an action to create and edit batches in CRM, so that I can use it to implement other stuff.