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LGL Release Notes: April 2025

Posted April 23, 2025 by Teri Bicknell

April 2025 LGL Release Notes

This April 2025 Release Notes edition shares the latest updates and fixes LGL developers have made over the past few months to improve and enhance functionality within Little Green Light.

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

Feature updates

Highlighted updates

Additional updates

Fixes

For software developers

Highlighted updates

Making a document file a public link for uploaded documents now possible

It is now possible for organizations to make a document file publicly accessible via a public link, to allow the sending of “attachments” (in a manner of speaking) to emails that can be opened by the recipient. Access can also be granted and removed.

QR codes now display the filename

The form name has been added to the name of the file downloaded to enable tracking.

Additional updates

QBO: Improvements to QBO class mapping

We have improved how the Little Green Light–QBO integration handles QBO classes by adding these features and bug fixes:

  1. Enabling a class by clicking a checkbox will now leave it enabled even when switching your source between Campaigns and Funds. Your original mappings are also preserved, so if you switch back to your original source (either back to Campaigns or Funds), your original mappings will reappear.
  2. Immediately after toggling the type, attempting to link a class to a Campaign/Fund would cause an error. This has been fixed.
  3. The list of selected classes on the Settings page did not always match those shown in dropdown menus when editing gifts, sales receipts, and deposits. This has been fixed.

Stripe/QBO: Deposits line item now available in the dashboard Alerts widget        

For accounts using the deposits-based QuickBooks Online integration feature, we have added a line in the Alerts area to list deposits that are waiting for review or ready to sync.

Flex Importer field names now automatically reconciled with export field names

New data fields are created and existing data fields are sometimes renamed over time as Little Green Light is continually updated. We have updated our Flex Importer to reflect these changes automatically, so mapping fields and reporting fields should be consistent with one another moving forward.

Sender signature merge field now included for email creation

It is now possible to add the [[sender_signature]] merge field from the list of merge fields that is available when crafting an email.

Password re-authentication now required to change email address in account

To decrease the opportunity of an account takeover, we have added an additional security layer for users changing their account email. When a user clicks the “Change your email” button in their user profile, the user is required to enter their password before being given the option to change the email address. If two-factor authentication is turned on, this will also be triggered.

Maximum of 5 password resets now allowed per day, per LGL user        

As a security enhancement, we have implemented a 5-password-reset-per-day maximum. After 5 resets, a message is displayed to the user indicating the account has been locked and that the user needs to contact their account administrator or LGL Support. An additional lock feature to user accounts, controlled by the Administrator role, is also available.

Better management of team assignments when staff leave

Users reported that it was difficult to manage steward assignments for deactivated staff if they did not remember to reassign stewards before deactivating the staff member. Any team members that have been deactivated are now prevented from being displayed as stewards in Little Green Light.

Forms: Zip code field now added to PayPal Complete Payments checkout

We have added a Zip code field to PayPal Complete Payments as an additional security layer.

To prevent issues with historical payment information and problems processing recurring payments, we have disabled the ability to change a form’s type from “Donation/Payment” to “Non-payment” after payment submissions have been processed for the form.

Forms: For forms that have been copied from another form, the form’s creator is updated to the user who performed the duplication

Previously in LGL Forms, copied forms retained settings from the original form for the user (creator) and time zone. This has been updated so copied forms now display the user who copied the form as the creator as well as use the creator’s time zone.

Forms: Clarify steps for enabling a ticket limit message to display in a form

Previously in LGL Forms, how you would set up your form to show a message when an inventory limit has been reached required that the inventory amount also be displayed. This was not apparent in the user interface, resulting in some confusion. The text in the UI has been clarified so the step to take to display the message is now clearer. The option text “Show a message (you can edit the message):” has been changed to “Show the field. If displaying remaining inventory above, a message will also be displayed (you can edit the message):”.

Forms: Limit the number of additional constituents that can be added to a form

To prevent confusion and mapping issues, the maximum number of additional constituents that can be mapped in any given form has been limited to 10.

Forms: New ability to set a default when only one option is available to assign

The default function in LGL Forms has been updated to allow a value to be set as a default even when there is only one option available to assign.

 

Fixes    

Left column of Constituents tab not scrolling correctly

Some users experienced issues when attempting to scroll down in the left column of the Constituents tab. This has now been fixed.

During import, a deceased value of “N” incorrectly coded constituents as deceased

When importing a file that had the “Deceased” field mapped, the field was not picking up negative values and sometimes incorrectly coded constituents as deceased.

Definition of pledge balance in “Total raised by type and year” widget tooltip clarified

Some users found the tooltip explanation of what is included in the “Total Raised by Type and Year” widget confusing. The tooltip has been updated with clarifying language.

“Gifts by tier” fundraising view has gift tiers out of sort order

Some users experienced the “Gifts by tier” fundraising view as sorting the gift tiers out of order. This has been fixed.

Gift History report adds both pledge and pledge payment

The Gift History report that you can download from the Giving Summary area in a constituent record had a display error, and in some places the pledge payments and the pledge total were both included in calculations. This has been fixed.

Information not generated for “Date added” report field

One of the constituent reporting fields (“Date added”) was not displaying any data upon report generation. This has been fixed.

Inability to manage report templates for certain types of report

Due to a display issue, the “Manage Templates” tab was previously not displaying for the “Contact Rpt. Reports” and “Volunteering Reports” areas. This has been fixed.

Constituents not included in the printed segment of Annual Statements were mistakenly marked as “Moved to printed statement”

In the Annual Statements feature, a previous issue caused some constituents to be marked as “Moved to printed segment” when they were not actually in the printed segment. This has been fixed.

Pagination in failed email view not functioning

When attempting to scroll through a list of failed emails, some users were being presented with a blank page. This has been fixed.

QBO: “Sync All” button hidden when there are gifts to sync

Under specific circumstances in the QuickBooks Online integration area, the “Sync All” button on the Pending sales receipts page could be hidden even when there were sync-able gifts present. This has been fixed.

QBO: Deposits with disabled classes preventing deposit details from opening

Two bugs have now been fixed in the QBO integration:

1. When a QBO Class was disabled in Settings by unchecking its checkbox, any Deposit where that class was selected on one of the Additional Line Items would fail to open when clicked.

2. When any QBO Item (Class, Payment Method, Product/Service, Tax Code) was disabled in Settings, any open Sales Receipt where that item was selected would continue to display the item instead of showing it as unset.

In both these instances, changes that cause information to be lost on a receipt will now require the user to fix the information before syncing.

QBO: Clear out generic customer ID when preference changes

In the QBO integration, when an account was using the “Generic QuickBooks Customer” and then switched to “Unique” customers, current unsynced gifts appeared to have no customer set. In reality, the generic customer was still assigned, which defined them in the system as sync-able when they weren’t. When the user then attempted to sync these gifts, QBO rejected them. This has been fixed to ensure that the generic customer ID is removed from all open sales receipts when the “Unique QuickBooks Customer” setting is enabled. It will also be added back when the “Generic QuickBooks Customer” setting is enabled.

QBO: Deposits pulled from QBO can “borrow” sales receipts from Stripe deposits

In our QBO integration, under a very rare set of circumstances, a sales receipt could be removed from a new deposit when it should not have been. This has been fixed.

Time zone issue with PayPal gift dates

For gift data imported using the PayPal IPN (not using PayPal in LGL Forms), the gift date was being set to the current date (in UTC) when the record was created in the Integration Queue. This could end up being a much later date than when the PayPal donation was actually made, both due to the time zone difference and whether there was a significant delay in importing the record into the queue. The gift date is now set using the “payment_date” field coming in with the PayPal data.
Note: PayPal always provides the “payment_date” field in Pacific Standard Time (PST).

Setting irregular search offsets causing errors with page numbers

In rare cases, users editing the URL to move through search result pages would occasionally generate page numbers that did not function correctly. This has been fixed.

Forms: Requirement to save mapping twice in order for changes to be saved

When mapping more than one field in a form to a single LGL field, the mapping of both fields would previously only save if the “Save & Finish” button was clicked twice. This has now been fixed.

Forms: Truncate form name if it’s too long for PayPal

When the name of a form was too long, an error occurred when the user checked out using PayPal as the payment method. The form’s name is now truncated in the order description so that the form name + invoice_id do not exceed the character limit for the form name.

Forms: Re-add mobile hamburger menu

Updates to the LGL Forms code removed the mobile (hamburger) menu from the user interface when viewing LGL Forms on a mobile device. The hamburger menu has now been added back to the UI.

Forms: Form glitching when an incomplete display rule is saved

In LGL Forms, an incomplete display rule previously would cause issues with the form, such as data not saving correctly. This has now been fixed.

Forms: Forms throwing an error when the word “true” appeared anywhere in the default text value

Some users were experiencing an error when the default value in a form was the word “true”. This has now been fixed.

Forms: Mapping two radio fields back to back to Note text causing problems

When passing two radio fields back to back to Note text in a form, previously only the first would be captured. This has now been fixed so both radio fields can now be mapped and the data captured.

Forms: Apostrophe in “Recurring” or “End Date” label text triggering error

When an apostrophe was present in the “Recurring” or “End Date” label text in the Amount field in a form, an error was triggered and the form could not be edited. This has been fixed.

Forms: When duplicating a form connected to an appeal, not all information was copied

When resetting the “Connect to LGL Appeal” dropdown field to a new appeal in a duplicated form, only the appeal references for Constituent #1 were reset; values for any additional constituents were not mapped. This has been fixed.

Forms: Previews of files uploaded through LGL Forms expiring after 7 days

When an image was submitted via a form, the URL to the uploaded image would expire after 7 days and the image would no longer be available. This has been fixed.

Forms: Images not being displayed

Some users could not view submissions from Forms by clicking “View files” on the Submissions summary page. This was caused when the filename contained specific characters. We have fixed this issue.

Forms: Quotation marks in field option text causes error

The presence of quotation marks in field option text in a form previously caused an error. This has been fixed.

Forms: Mixed case in email address prohibits using record as a sender

Some users found that when the domain for an email address contained mixed case (uppercase and lowercase) characters, the email would not appear as a valid sender. This has been fixed.

Forms: Inability to insert a link into a form

Some users were experiencing difficulty when attempting to add a section to a form containing links. This has been fixed.

 

For software developers

The following release notes are relevant to software development only.

Support for JSON webhooks (versus only key-value pairs) now available

It is now possible to integrate with software services using JSON-based webhooks. In other words, the webhooks endpoint available in LGL can now handle JSON data. This feature is currently in beta. If you’re interested in using it, please send a request to LGL Support.

API: Adding Notes via the API

It’s now possible to add Notes to constituent profiles using the API. API developers can create and update Notes in the same way as they do Contact Reports (without the search entry point). Note types are also available.

API previously ignoring constituent record status of Active versus Inactive (deleted)

In rare instances, users attempting to add a gift to an inactive (AKA deleted) constituent record using the API did not experience an error. The attempt appeared to be successful, but the gift was not added. This has been fixed so the API now rejects any attempt to create a gift for a constituent record that is inactive (because it has been merged or deleted).

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