Smartstaff
2,107
edits
Changes
m
====Added Support for Data Policies to Invitations====
Added the ability to set data policies for invitations. For example, you could setup a '''Data Retention''' policy to delete the values of users who were sent an invitation but either did not respond of declined the invitation. To see the new option, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Data Policies''' > Edit a policy of the type called '''Retention''' and under the '''Entity''' dropdown select '''Invitations'''. The '''Date Field to Compare''' dropdown will also contain a new option called '''Invite Time'''.
<!--118832 - Data Policies for Invitations-->
→On-Demand System Upgrades
The '''Shopping Cart''' feature has been enhanced to support matching gift programs. For example, users can now easily utilize the shopping cart to donate to a charity and earn a matching gift based on your specified criteria and logic. The new matching gift feature can be configured by navigating to '''Menu Icon''' > '''Global Settings''' > '''Shopping Cart Item Types''' > Edit a type > Toggle ON '''Donation Management Feature Set''' > Toggle ON '''Enable Matching Gifts Feature Set'''.
<!--120897 - Shopping Cart Matching Gifts-->
====(Beta) New Grants.Gov Integration====
<u>'''Note:'''</u> Import Wizards do not have this toggle and as such all pound signs are treated as data.
<!--125115 - Add option to allow # character if encountered in an imported file-->
====Added Support for Data Policies to Invitations====
Added the ability to set data policies for invitations. For example, you could setup a '''Data Retention''' policy to delete the values of users who were sent an invitation but either did not respond of declined the invitation. To see the new option, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Data Policies''' > Edit a policy of the type called '''Retention''' and under the '''Entity''' dropdown select '''Invitations'''. The '''Date Field to Compare''' dropdown will also contain a new option called '''Invite Time'''.
<!--118832 - Data Policies for Invitations-->
==Beta Previews==