Expanded wizard to allow user to select from all available CRMs in the wizard, making it easy to switch between instances.
*Note: if you start to create a new Data Source through the wizard, you should complete the formula before attempting to start new formulas. This will prevent duplicate copies of the same Data Source.
Added the support for implementing contextual help on fields (such as tool tips) in Field Mapping
Fixed issue where changing the Data Source while creating a new formula would trigger an error
Data Queue
Updated the Resource Center (bottom, right corner of Data Queue screen) to make creating contacting our Support team easier
Data Grids
Added Match Reasons to matching record grids
Salesforce
Added new formula for Luminate Online Surveys
Updated the Luminate Online Email Activity formula to now access any Contact-related objects, including custom objects
Fixed issue where exceptions could occur when attempting to send records to Luminate Online and matching by LO ConsID
BBCRM
The BBCRM endpoint has been expanded to support the following:
Recurring gifts and recurring gift payments going into BBCRM
Employer relationship data
Ability to map/define constituent source
Fixed issue with “Edit if matched” and “Add if not matched” fields causing incorrect data to be displayed on the matching review screen
Emma
Added the ability to map Groups and Subscriptions from the system of record to Emma. Instead of mapping to each Group and Subscription in Emma, you can now create one or more mappings based on query output fields, and those mappings apply to all instances of that Group or Subscription.
Amanda Tetanich
Wizard
*Note: if you start to create a new Data Source through the wizard, you should complete the formula before attempting to start new formulas. This will prevent duplicate copies of the same Data Source.
Data Queue
Data Grids
Salesforce
BBCRM
Emma