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LGL Release Notes: April 2024

Posted April 25, 2024 by Teri Bicknell

April 2024 LGL Release Notes

This April 2024 release notes edition shares the latest updates and fixes LGL developers have made to improve and enhance functionality within Little Green Light and LGL Forms.

Click any item in the table of contents below to link to further details about it.

Highlighted updates

Additional updates

Fixes

Highlighted updates

New organization dashboard and print dashboard options available

An organization dashboard is now available to any LGL user with Administrator-level privileges. This dashboard can have a different layout than the user’s customized dashboard view that is uniform across the organization. You can now also print the entire dashboard as displayed, as well as individual dashboard widgets. Individual widgets can also be downloaded as a JPEG or PNG file.

April 2024 release note: new dashboard view and widgets

Enhanced integration from Little Green Light to Double the Donation

Double the Donation discovers matching gift opportunities and nudges donors to submit their matching gift request directly to their employer. This integration, built by Double the Donation, pulls recent gift transactions, by gift categories you select, from your LGL account on a nightly basis. This new enhancement complements the earlier integration built by LGL into LGL Forms.

Read more about how to set up the integrations.

Additional updates

“Refresh” option now available in the Alerts dashboard widget

‘We have added a “Refresh” command and “Last updated date/time” to the Alerts widget on the dashboard so that users can be sure they are referencing the most current data.

April 2024 Release note: Refesh Alerts on LGL Dashboard

Forms: 3% fee data now available in exports

Some users were interested in understanding how much money their organization received due to the additional 3% optional fee in LGL Forms. To address this, we have made available an “Added 3%?” field in the donations/payments submissions export available within LGL Forms so that organizations can track whether a donor opted to add that additional amount to their gift.

LGL Forms export

Forms: Email confirmations immediately sent for ACH payments

A gift that is submitted through an LGL form using ACH payment now receives an email confirmation when the form is submitted, rather than needing to wait until the ACH transfer completes.

Fixes

Tasks with no due time selected showing up too early on Google calendars

When a task was created using a due date but no due time, Google calendar was not interpreting these as all-day events and instead created tasks due at midnight or 1:00 AM. We have updated the Calendar function so the event is now correctly interpreted by Google calendar as an all-day event.

Birthday and other data lost during constituent merge

When merging two constituent records, the birthday, annual_report_name, honorary_name, and maiden_name were not included in the merge, in some cases. These fields have now been added to the merge.

Volunteer categories not merging completely

When merging volunteer categories, related volunteer records were not always changed to the updated values. This has been fixed.

merge volunteer categories in LGL

Searching using the ampersand character yielded odd results

When searching using an ampersand in the search term, unexpected results were previously being returned. This has been corrected.

Cloned gifts experiencing acknowledgment preference issue

For cloned gift records that were coded “Do not acknowledge via LGL”, the cloned record would appear to have the same acknowledgment status assigned as the original gift. It also could not be edited. However, saving the cloned gift record did not then save the acknowledgment preference. This has now been fixed.

Cloning gifts in LGL

Incorrect dates in Task reports

Some users experienced unexpected behavior when trying to include the “Constituent Date Added” field and the “Task Updated Date” field in Task reports. This has been fixed.

Line breaks not being excluded from reports

In Reports, removing line breaks was not working consistently. This has been corrected.

Editing report field templates causing issues

There was previously an issue with Report Template behavior where the page would refresh unexpectedly and modified fields were not saved. This has now been fixed.

Manage report templates in LGL

In some cases, when a pledge attached to a goal was paid down, the amount due on the Goal screen was not being updated to reflect the payments that were made. This has been fixed.

Character limit for organization “Sort Name” causing display issues

The character limit for the organization “Sort Name” would sometimes cause display issues. This has now been updated so that the character limit for the sort name matches the character limit for the organization name of 255 characters.

Sort Name in LGL reports

Redirect links for Wufoo submissions now take user to the correct tabs

The “Submissions” link for Wufoo submissions was previously taking users to the Unsaved tab of the Integration Queue, which was not where they expected to land. The link now opens the Submissions page. Saved, Unsaved, and Rejected links have also been separated out for ease of navigation.

Wufoo submission queue in LGL

“YTD” for years in Total Raised by Type and Year graph widget was not displaying if YTD was selected

Previously, the Total Raised by Type and Year dashboard widget did not display the data as referring to YTD if that selection had been set as part of creating the PDF. This denotation has now been added so the PDF clearly displays the selected time period.

YTD widget on LGL Dashboard

The name of a user completing a gift import using the Flex Importer was not displaying in the gift activity within the constituent’s “Related activity” data

When using the Flex Importer to add a gift, the user who imported the gift was previously not being displayed in the “Related activity” section of the constituent record, though the user was attached to the gift record because they performed the import. This has now been fixed.

Related activity data in LGL Constituent record

New relationship value not saving from “Edit relationships” screen

When editing relationships for a constituent and adding a new value for a relationship type, clicking “Save” did not previously save the new relationship type. This has now been fixed.

Edit relationships in LGL

Gift moved to different constituent record not triggering deletion of a previously assigned acknowledgment template to that gift

After creating a gift and assigning an acknowledgment template to it, if the constituent the gift was assigned to was changed a new acknowledgment letter would previously also be created, resulting in two acknowledgment letters being generated for the same gift. This has been corrected and the original acknowledgment letter is now updated with the updated constituent’s information.

Contact info fields displaying in different sequential order when user edits versus views them

Contact information fields were previously displaying in a different order when the user edited the data versus when they viewed it. The fields have now been reordered so they are consistent when editing and when viewing.

Contact Info data in LGL

Sorting by task due date actually sorted by due OR completion date

Sorting of completed tasks by due date previously used the completion date if there was one, making the sort results appear out of order. Sorting tasks by due date now only looks at the due date value.

Tasks in LGL

Full constituent entry form not allowing user to cancel out of additional gift entry

Previously, when using the full form to add a new constituent and then checking the “Add gift for constituent after saving?” box, saving and entering the gift prompted the user to add another gift for the same constituent and didn’t allow the process to be canceled. This has now been fixed.

Add gift from a Constituent record in LGL

Tribute notifications not removed when all related gifts are deleted

When all gifts related to a tribute notification were deleted previously, the notification itself was not also deleted. This has now been fixed.

Forms: Duplicate gift display related to Canadian receipt numbers

Gifts with Canadian receipt numbers previously sometimes appeared to be duplicated in LGL Forms submissions. These gifts were not actually duplicated. However, the display issue has been fixed so that the gifts are no longer displaying twice.

Forms: A long name for a payment processing account previously caused a formatting display issue in a form’s edit mode

Very long names for forms payment processing accounts caused formatting issues in the display of payment account names, creating an extended selection box width. This has now been fixed.

LGL Forms settings

Forms: ProPay payment not going through when ZIP code is required

Some donors were unable to complete their donation when forms were using ProPay as the payment processor due to an unrecognized code being supplied during the payment communication. This has been fixed.

Forms: Form updated without required field

Some forms were previously being submitted without required fields being filled in when the form information was updated. We have added a check for required fields when the form information is updated so this can no longer happen.

Forms: Back button allowed user to select 0 quantity in a form

Previously, users could click the Back button in forms with amounts/quantity and select 0 for the quantity. This allowed some forms to be submitted with a 0 quantity even when a quantity was required. This has now been fixed.

Forms: With inventory limits in place, canceled $0 submissions were syncing to LGL

In forms, when a reservation for a $0 inventory item was not obtained and the submission was canceled, the submission was still being sent to LGL. This has now been fixed.

Forms: Payment method not possible to update for a recurring donation using the original payment processor, after the payment processor was changed

When the payment processor for a form had been changed, any recurring payments that used the original payment processor assigned to the form previously could not be updated. This has now been fixed.

Forms: When an Amount description contained the words “true” or “false”, you could no longer edit the form

When an Amount description contained the words “true” or “false”, this was causing issues in the code that resulted in the form not appearing as expected. For example, it was no longer possible to edit the description for an Amount field. This has now been fixed.

Forms: Time zone fluctuating when reloading the LGL Forms page

Some users previously experienced time zone fluctuations when refreshing forms, as if the time zone was not set. This has now been fixed.

LGL Account Profile page

Forms: ACH submissions pending transfer not counting toward inventory limit

For ACH transfers being used as payment in LGL Forms, pending transfers were previously not being counted toward inventory limits in applicable forms. This has now been fixed.

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