- Added: Action buttons to Out of Touch Donors Report and Unthanked Donors Report
- Fixed: Adding Gifts Function in Dashboard Page
- Fixed: Autocomplete when typing a tag
- Fixed: Autocomplete dropdown when typing on Reports: The Grid
- Fixed: Delete Selected Button in View All Pledges Page
- Created better task/interaction relationship when generating reports
- Created better internal tools for the implementation of Payment Groups
- Fixed: Ability to switch from individual to premium plan, and vice-versa
- Added: A Total Giving by Month feature in the Fiscal Year Giving Report
- Fixed: Re-added Gifts Total in the Gifts Report
- Fixed: Ability to export phone numbers in Reports: The Grid
- Fixed: Zip code saves when adding a second address to Contact
- Fixed: Fiscal Year Giving report displaying 13 months
- Overhaul marketing and landing page with new designs
- Add new marketing specific landing pages
- Fixed: anonymous contacts shouldn't display on late donor report
- Upgrade Google Single Sign On
- Upgrade and tweak Mailchimp sync performance
- Add City and State as fields to The Grid
- Optimize Fiscal Year Giving report
- Add processing animation for user imports
- Allow paying customers to use up leftover trial days before first payment
- Allow multiple years on Fiscal Year By Giving report
- Fixed: negative values in late donor report
- Fixed: annual gifts on pledge start marked as late
- Improve Mailchimp email list performance
- Allow user to export All Pledges report
- Allow user to filter Tasks list by types
- Significantly improve performance for The Grid
- Allow users to sort All Gifts report by name
- Fixed: line breaks on The Grid’s CSV export
- Add “birthday” to The Grid
- Improve organization user imports logic
- Fixed: Repair problem with secondary address postal codes not saving
- Upgrade image asset processing
- Fixed: Add commas between emails when exporting
- Migrate domains from karaniapp.com to karani.co
- Repair DonorPerfect “country” field import
- Disable prayerletters.com sync button when there is no group selected
- Redesign pledge frequency interface
- Improve contact group merging
- Improve user authorization logic
- Add “85%” column for sub-organization report
- Upgrade InterVarsity importer to handle gift amounts with no trailing zero
- Update email reminder timezone logic
- Upgrade RUF pledge approval page to work without a page reload
- BUGFIX: Fix multiple problems with profile pictures not loading correctly
- Add CSV export to The Grid report
- Add ability to import pledges
- Standardize information shown on pledge dashboard module for this year and next year
- Add Percent Funded, Left to Raise and Pledge modules to Finances Dashboard
- Add ability to set a different pledge goal for the next fiscal year
- Make contact CSV template available for download on import contact page
- Add ability to specify which columns appear on the Grid
- Add new columns to the grid: Date Added, Emails, Addresses, Groups, Tags, and amount given in a specific year
- Fixed: interaction history note previews showed the same note everytime
- Fixed: InterVarsity PTR import not showing notifications when contacts are added
- Search for contacts that have a specific organization ID or not organization ID at all
- Search for contacts that belong to any group
- Search for contacts that are or are not an organization as well as anonymous or not anonymous
- Fixed: Searching for contacts that do not belong in a group now properly shows the list of groups
- Update TntMPD Server Sync references to DonorHub Online
- Add ability to filter Gift Report by gift type
- Reminders are now sent the day of a contact's birthday; you can also change how many days in advance to be notified
- Fixed: 'Save And Add Another' from the new gift screen when accessed through a contact view
- Show the number of records and which records are being displayed by pagination
- Fixed: Bring back ability to save negative value gifts
- Move export data into dedicated data tab; users can now reset gifts or contacts on their account
- Contact and InterVarsity PTR imports can now be undone within ten minutes of the initial import.
- The Gift Report can now be filtered by a Group and a tag, in addition to the existing filters for start & end date
- All contacts is now available as an option on the multiple adder screen for bulk operations.
- Tasks can now be repeated daily, weekly, monthly, or yearly with custom intervals and frequencies. Repeat away!
- Each grouping in The Grid can now be exported separately
- Fix redirects on adding new pledges and gifts from finance pages
- Fix add a new gift screen not handling dollar amounts
- Fiscal Year Giving Report now shows monthly totals
- Fiscal Year Giving Report now shows a more accurate label for fiscal years that span actual years
- Fix contact merging creating duplicate group entries
- Fix add to notes function for contact CSV import
- Fix inability to use zero as organization ID for contact CSV import
- Fix contact CSV import not properly importing contacts with no organization ID
- CSV imports now support the ability to upload more than one address, email and phone number at once.
- "Contact" is now available as a pre-created group
- Fixed: contact revision history was showing the user ID in all cases, now it only does so when the user ID of the revision does not match the current user
- Fixed: selecting multiple gifts and deleting on all gifts page was not working
- Contact revision history: additions, updates, and deletions to contacts are now visible on the contact page. You can now see when a change happened and what a previous contact field was set to.
- Doing an advanced search in any contact field now includes contact org ID
- Dashboard notepad now auto-saves momentarily after changes are made
- Fixed: merging of contact birthdays, anniversaries, and spouse birthdays was broken
- Add organization ID to contact CSV exports
- Add not empty option to advanced search
- Fixed: TntMPD custom server field was appearing when a standard TntMPD server as already selected
- Contact statuses are available as pre-created groups
- Fixed: CSV exports were not exporting, just dumping partial information to screen
- Doing an advanced search in any contact field not includes contact notes
- Fixed: any contact status could be imported via Contact CSV, now limited to known Karani statuses
- Add convenience copy Share ID button
- Added new grouping option to The Grid™ report for viewing this year's donors
- Added ability to export any Grid™ report to a Mail Merge CSV
- Fixed: sort order of contacts displayed for groups in The Grid™ report (e.g. for Sum Of Gifts to Date, it sorts by the sum of gifts to date in descending order)
- Fixed: secondary addresses not showing correctly on contact detail view
- Fixed: merges failing as a result of encoding errors
- Fixed: error when no contacts were selected for With Selected actions
- Add start date shortcut buttons for pledges
- Improve print version of tasks page
- Fixed: tasks without a title would display without a link in the task reminder email
- Added ability for users to send friends Karani referral links
- Fixed: newly created tasks could not be completed until the page was refreshed
- Fixed: multiline task/interactions did not display with proper spacing in the task container box
- Add email notifications for due tasks
- Add ability to group The Grid™ by Contact Status, Sum of Gifts This Year To Date, and Sum of Gifts All Time
- Drop password verification field; add ability to show/hide password
- Combine postal code and zip code fields
- Fixed: zip codes not syncing over to PrayerLetters.com
- Fixed: deleted accounts could not re-register
- Donors Behind Giving Report: added follow up button, simplified reporting of gifts behind, added column to show financial impact of lapsed gifts
- Fixed: address, email, and phone creation, edits, and deletes were being logged correctly
- Fixed: saved searches dropdown was not filled with searches on the view all searches page
- Add ability to enter in birthday for contact, birthday for spouse contact and anniversary date
- Add percentages to pledge box on dashboard
- Add missing With Selected options for Advanced Search that are present in contact list view
- Add ability to download contacts for mail merge in With Selected dropdown
- Add percentage for given vs. goal this month and given vs. goal this year on dashboard
- Fixed: Pledges without end dates would show 1969 in some cases
- Fixed: Line breaks in task/interaction notes would not save properly
- Fixed: prayerletters.com would not show updates after merging contacts
- Fixed: After merging contacts in the same group, sometimes group entries were duplicated
- Fixed: Error when deleting an account share that was currently selected
- Fixed: Display of no gifts on contact view page
- Audited all pledge, gift, contact, and groups listing to ensure no deleted contacts are returned
- Add ability to email directly from team pricing page
- Set contact status to donor when a new gift is imported
- Fixed: prayerletters.com sync did not work if a greeting was not specified for a contact
- Fixed: Expired coupons were still working
- Add new Fiscal Year Gifts By Donor report
- Fixed: Fixed "add to group" button on contact search not working
- Enable ability to select month and year on the datepicker
- Add change status option when multiple contacts are selected
- Add text as an interaction/task type
- Change contact status to donor when a gift is added
- BUGFIX: Fixed organization user account deletion which was failing in some cases
- BUGFIX: Properly import phone and email labels on the Contact CSV import
- BUGFIX: Stop error message from popping up when deleting a sub-account
- BUGFIX: Remove broken tallying logic that included some deleted pledges
- BUGFIX: Remove already-deleted contacts from showing up in certain searches
- BUGFIX: Creating new tasks now properly redirects to task list after submission
- BUGFIX: Creating new group now properly redirects to group edit screen after submission
- Add 'Add to Group' option when multiple contacts are selected
- Add option to specify a group to import into when importing contacts via CSV
- Add export to CSV option when multiple contacts are selected
- Make related contact a searchable dropdown for easier selection
- Add preference to specify number of months without interaction before donor is considered out of touch
- Add out of touch donor report to reports
- Make country a searchable dropdown for easier non-U.S. country selection
- BUGFIX: Fixed broken account share functionality
- Mobile optmizations for the public page
- Overdue tasks that have been completed are no longer shown as red
- BUGFIX: A certain error that occurred when importing CSVs generated by Excel for Mac has been fixed
- Update to a more modern, protected form of password hashing
- Fix some groups missing from the contact landing page
- Increase the size/quality of contact and user profile pictures
- Add feature to pass checked contacts from "All contacts" page to the "Merge contacts" page
- Add filter function and merge list preview to the Merge Contacts page
- BUGFIX: Fixed a calculator on the Finances dashboard that included the first day of the next year in some of the summary calculations
- Update countries list to modern ISO 3166 A3
- Add the beta of The Grid
- Change default pledge sort to start date descending
- Extend session duration
- Add sum to filter gift report
- Add column sorting to filter gift report
- Add current pledges report
- Fix datepicker overlap bug in Safari/Firefox
- Add contact name to tasks in task dashboard
- Update PTR importer to notify when import added a new contact
- Add months customization and date last thanked to unthanked donors list
- Fix pagination error on default tasks page
- Add "Add to group" option to advanced search page
- Fix signup bug
- Add login popdown
- Removed extraneous semicolons from group email output list
- Converted date pickers to Pickadate
- Link Dashboard titles to actual pages
- Add YTD finances module
- Add Prayerletters.com sync
- Add anonymous donors checkbox
- Add "select all" button to contacts page
- Add many, many organization and sub-organization features
- BUGFIX: Fix bug in password reset view
- BUGFIX: Fixed Password Reset email not sending
- Added user profile pictures
- Added all name/address fields to mailmerge CSV output
- Added support for listing contacts as lastname, firstname
- BUGFIX: Advanced search was erroring on some searches
- BUGFIX: Some times "contact is organization" wasn't saving
- BUGFIX: Fixed issue with deleting some phones and email addresses
- BUGFIX: Fixed duplication of title into the notes field when editing old interactions
- BUGFIX: Fixed error with occasional end dates calculating wrong (different rounding error)
- BUGFIX: Fixed error with occasional start dates calculating wrong (rounding error)
- Updated Behind On Giving report to ignored expired pledges
- Added new gift types
- Added profile pictures to contacts
- BUGFIX: Multiple adder now correctly defaults to adding tasks
- BUGFIX: Drop leading semicolon from group page email lists
- BUGFIX: Fixed task checkbox for safari.
- BUGFIX: Added space after title for single contacts in exporters.
- BUGFIX: Removed occasionally duplicated phone numbers and emails after merge.
- BUGFIX: Bring back contact show/hide
- BUGFIX: Adjust code to mitigate frequent logouts.
- Bring back complete/incomplete filtering to tasks
- Force input fields to be 16px for iOS visibility
- Adjust add task/interaction button to be more clear
- Mark overdue items on the view contact pages
- BUGFIX: Fix contact search to better handle contacts with quote marks
- BUGFIX: Fix label on graphs that are exactly at 50% mark
- BUGFIX: Allow editing for fields which were previously null
- Launched redesign. Changed all the things!
- BUGFIX: Updated Tasks pagination to a temporary setting that fixes the "incomplete content pushed to later pages" bug. This is a temporary fix and we'll nuance the UI later.
- BUGFIX: Increase contrast on task properties
- BUGFIX: Remove improper cropping on "all gifts" page
- BUGFIX: Fixed the contacts search for users who had contacts with double quotes in their names
- BUGFIX: Brought back overdue styles on tasks on the view contact page
- BUGFIX: Fixed instances where certain properties couldn't be edited if they were previously blank
- Reverted Add Task/Interaction button to show which type you're adding
- Added organizations
- BUGFIX: No longer limit yearly users on pagination
- No more "Primary" phones and emails. Just phones, and emails
- BUGFIX: Task checkboxes work again on the "all tasks" page
- BUGFIX: "Export My Data" now properly exports
- Added page titles for view/edit contacts to help identify open tabs
- Added top pagination to list pages
- BUGFIX: Given vs. Pledged graph now properly handles expired and future pledges
- Renamed "DTR" "PTR"
- Alphabetically sort shared-with-me accounts
- Add pledge yearly total column to view pledges page
- Add "Given vs. Pledged" graph to the contact page
- Added $ trimming to amount fields
- Added IV DTR v2. importer
- BUGFIX: Some emails were sent as plaintext HTML (instead of encoded HTML). Now fixed
- BUGFIX: Update starter plans to limit to 30 contacts in a few limited situations where it wasn't before
- Present a more informative page when starter plan users visit the payment page
- BUGFIX: Fix Firefox-only outline issues
- Added user guide
- Added simple Google login
- BUGFIX: Fixed bug where contacts with no secondary emails would not always show primary emails in group view/output
- BUGFIX: Fixed off-page table view on Tasks page in Firefox
- Replaced "delete selected" with "With selected..." dropdowns
- Added "Add tasks/interactions" to the all contacts multiple select dropdown
- BUGFIX: Updated tags box to not-autosubmit on the add/edit contact pages
- Merge contacts feature now redirects to the new contact
- BUGFIX: In Safari, editing a pledge with no enddate would cause an error. Fixed.
- Updated organizations to show "ATTN" in lists instead of "and" (e.g. "Atlanta Red Cross ATTN Jane Doe" instead of "Atlanta Red Cross and Jane Doe")
- Updated tag completion to save on tag complete instead of when cursor leaves the tag textbox
- Added keyboard shortcut "/" for search field
- Added [ALL CONTACTS] option to "add group" dropdown on multiple task/interaction adder page
- Added redirect to attempted page after login
- Added contacts count to group
- Added "All contacts" group for easy export for all contacts
- Merged export links into "export" dropdown on groups page
- Re-styled groups page
- Re-worked groups URL structure
- Separated payment groups to its own page
- Updated Pledges list on contact page to read more clearly and show expired pledges
- Updated email and MailChimp output on groups page to include all secondary emails
- Added "Facebook" to interaction types
- Added "One Time?" column to all pledges page
- BUGFIX: Advanced search city now can use "is one of" and "is not one of
- Added Contact Status to importer
- Added Tags to contacts
- Added Advanced Search
- Added Custom Saved Searches
- Added "Download Emails for MailChimp" link to groups
- BUGFIX: Changing from Add Interaction to Add Task now shows the appropriate Tasks Type dropdown
- Added "Check all" box
- Added task importer
- Added "Unthanked Donors" report
- Updated coupon page to redirect to whichever plan referred to it
- Moved all customer service to Intercom
- Turned off autocomplete on all date fields
- Adjusted profile save button to say "Save Profile"
- <li>Cleaned up some old references to username and updated to be email address
- <li>BUGFIX: Changing from task to interaction now changes label of date field
- <li>BUGFIX: Placeholder row on interaction/task tables now shows and hides appropriately
- <li>BUGFIX: Meta settings (preferences page) don't over-save
- Redirect some URLs (e.g. /login, /dashboard) for simpler URL structure
- Re-styled task completed checkbox
- Re-worked all delete buttons to be multi-delete capable checkboxes
- Added popup one-step confirmation for all delete actions
- Moved "Is pledge one time?" ticker to top of "add Pledge" page
- Re-spaced merge contacts page
- Re-styled pagination
- Moved dashboard notepad up above manual gift adder
- Updated dashboard one-time-pledge calculator to only show this year's pledges
- Updated one-time pledge adder to be more friendly and change fields for one-time pledges
- Updated styles and spacing on the view contact page to make it trimmer and cleaner
- Adjusted "Ongoing" pledges to "Next Year's" pledges
- Updated login to have less annoying email login reminder
- Updated show/hide toggles to be clearer and on top
- Shrank contact notes by default, with toggle
- Added "Ongoing" pledges on dashboard
- Updated task/interaction adder to be simpler, more streamlined
- Added next and previous buttons to each contact, and updated contact nav list to start on current contact.
- Added next task and status to Contacts page
- Adjust styles of top nav elements (username, logout) and adjust username to direct to profile not dashboard
- BUGFIX: When adding contact and pledge at the same time, Karani now validates the pledge.
- Added "Gift Type" to each gift.
- Added Address 2 line to every contact.
- Changed the background from wood to graphite/carbon.
- Bugfix: Add to group from contact page works again
- Bugfix: After editing a contact (from the contact page), you're now returned to the contact page again
- Added "Download My Data" (under Settings) to export all Karani data.
- Updating your email address with Karani now updates the address your receipts arrive at.
- Re-worked URLs to be more RESTful.
- Added rudimentary Payment Groups support
- Added the first styled HTML emails (for payment groups--coming elsewhere soon)
- Updated "view all" pages to show more information on sorts and filters.
- BUGFIX: You no longer have to click the default sort header twice to make it sort the opposite of default.
- Re-wrote pledge calculators from percentage-based (so August 1 pledge start date would return a different pledge total than August 15) to month-based (so any month-based frequencies like 1, 3, 4, 6, or 12 times per year all assume the gifts will be based on numbers of months)
- Simplified stylings of login page.
- Updated password reset pages to add security.
- Added sort/filter notifications to "view all pages", and added sort icons in the headers.
- Added note icon to tasks & interactions on the contacts page to make it easier to view notes
- Added "note" to all tasks page
- BUGFIX: Fixed all tasks page pagination for showing one page too many
- Added better sort/filter explanations on all tasks page
- Added the ability to view task/interaction notes from the view contact page.
- Added new "Status Report" report
- BUGFIX: Fixed incorrect calculation of out-of-touch donors which incorrectly included incomplete tasks as long-ago interactions.
- Added interaction history importer.
- Added "type" column to all tasks page.
- BUGFIX: Fixed miscalculation of one-time pledges set to start on the first day of the year..
- Added greeting to contact view page.
- Updated all "add" pages to have "save and add another".
- Updated all datetimes to be just date (for consistency).
- Added multiple task/interaction adder.
- All completed tasks now show in the interaction history.
- Updated organizations to show secondary contact as "ATTN" instead of spouse.
- Added title to interactions.
- Added dashboard notepad.
- Added contact merger.
- Updated every place where names are displayed to now show spouse and suffix.
- Added "Output for Mail Merge" .CSV downloader to groups.
- Added the premium plan, including sharing/supervision and multiple account support.
- Moved to a new, faster, more stable web host.
- Added ability for multiple email addresses.
- Added .CSV Gift Importer
- Added "view list of group emails" feature
- Added "Entire Interaction History" report
- Integrated Braintree payment system
- Updated to show current pricing information
- Several reporting pages no longer error when there are no contacts listed.
- Fixed todo list check button not working
- Updated "out of touch" to show donors only
- Miscellaneous small style updates.
- Importers have smarter reporting
- Split up settings page
- Updated nav background and universal background colors
- Tweaked background wood texture
- Uploaded new favicon and Apple Touch icons
- Uploads are now doubly protected
- Secured cookies and sessions
- Protected against CSRF
- Added "Behind on Giving" report
- Updated "pricing" page with prices
- Moved "profile" to "settings"
- Added contact fields: middle name, suffix, spouse title/first name/middle name/last name/suffix, greeting
- Added TntMPD-enabled-server integration
- Added pill buttons instead of dropdowns and the Meeting interaction/task
- Added username recovery to the "forgot your password?" feature
- Added the "forgot your password?" feature
- Updated rich text editor to use WYMeditor (for mobile compatibility.)
- Updated visual styles
- Updated mobile nav to use more CSS3 transitions
- Added "overwriting existing values if blank" checkbox to CSV importer
- Added the ability to add a pledge when adding a new contact
- Added site-wide notifications on success/failure of events
- Updated visual styles
- Converted mobile nav to a slider instead of a dropdown
- Converted mobile contact chooser to a search bar
- Opened signups to the public
- Added groups
- Added notifications
- Added user signup page
- Added preference option for "Show international fields"
- Moved all support and contact to Assistly.
- Added CSV importer
- Added changelog and blog
- Added international contact info (country and postal code)
- Added labels to email address and primary phone number for contacts
- Added international fields
- Added the ability to add secondary phone numbers to contacts
- Added edit and delete capabilities for gifts
- Added "for your comfort" saving buttons on the preferences page, to let you know it really is saving
- Tasks and interactions added on the contact page now show up instantly
- Tweaked style to optimize spacing on mobile devices (more tweaking to come!)
- Added high-res logo for iPhone Retina Displays
- Moved account information to upper right hand corner
- Moved walkthrough videos to YouTube from Vimeo
- Alpha launch