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LGL Release Notes: August 2024

Posted August 15, 2024 by Teri Bicknell

LGL Release Notes Aug ust 2024

This August 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 feature updates

Additional updates

API updates

LGL Forms updates

Fixes

Highlighted feature updates

New dashboard widgets

Current Donors by Gift Tier

This new widget displays a pie chart of the percentages of donors by gift tier (using account custom gift tiers, if present). There is also an option to toggle to a table showing donor percentages and counts by gift tier.

current donors by gift tier widget

Donor Attrition by Gift Tier

This new dashboard widget shows donor attrition by their last giving tier. This information is represented by a stacked column chart that toggles to a table view.

donor attrition widget

Donors by Retention Status

This new dashboard widget illustrates the number of donors who gave in the years shown as a bar chart. The information is also presented in a table.

retention donors widget

Annual Retention Rate

This new dashboard widget displays the count of donors in bars (left axis) and the retention percentage in line (right axis). The table displays the count of total donors, retained donors, and lapsed donors.

annual retention widget

Donor Giving Compared to Prior Year

This new dashboard widget illustrates the change in giving for donors by year when compared to their giving in the previous year. The widget will default to counts but can toggle to percentages. You can click on a section of the chart to be taken to a search page that will return the result. There is also a new pre-calculated field that you can search on, named “Year over year giving”, which allows a comparison between one selected year and the year previous to the selected year. You will be able to select the year to be compared and the comparison type.

annual donor giving widget

Additional updates

Updated dashboard widgets

Consecutive Years of Giving

We have added a pie chart to the Consecutive Years of Giving widget. The pie chart displays the percentage of current-year donors who have given 1, 2, 3, 4, 5, 6+ years.

consecutive years of giving chart

Change Donor Summary by Year

We have renamed the “Donor Summary by Year” widget to “Total Raised by Retention Status” to clarify the information being displayed. The category “Consecutive year donors” in the widget was renamed to “Retained donors” to be in alignment with new widgets displaying similar information.

total raised widget

Stewardship Opportunities

We have updated the text in the Stewardship Opportunities widget to clarify that it includes the Top Donors, and not necessarily the Top “100” donors (since that count can be adjusted via settings). We have also excluded constituents coded as “deceased” from this widget.

stewardship widget

Refresh link now added to the dashboard Alerts widget

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

widget refresh button

Existing widgets now open in new tabs when links are clicked

We have updated the following widgets to open in a new tab instead of the current tab when links are clicked:

  • Calendar Alerts
  • Favorite Lists
  • My Constituents, Goals & Tasks
  • Stewardship Opportunities
  • Constituent Search
  • Donor Summary by Year
  • Fundraising Totals
  • Goals Summary
  • Membership Summary
  • Pledge Summary by Year of Pledge
  • Volunteering Hours

Search fields: Indicator and help text now present for pre-calculated search fields

We have added an asterisk next to search criteria fields that are fundraising-related and pre-calculated, such as “First gift date” and “Consecutive years of giving”. When one of these fields is used in a search, a help icon appears next to the field and a description of the calculation that the field makes is provided in the help text.

help text

School types are now merge-able

We have added the ability to merge school types. This can be used by organizations that have inadvertently created duplicate school types.

school types category

For LGL accounts with Civic Champs turned on, a link from the constituent page to Civic Champs is now available  

volunteering widget

API updates

New fields “created_at” and “updated_at date-time” now added to gift query returns and sort returns

We have added “created_at” and “updated_at” in the data we return for gifts via the API. The results are also sorted so the latest record processed is on top.

“Relationships” now added as a record type that can be accessed/updated

We have added the ability to search for relationship types and update/post relationships for constituents via the API.

“Class Affiliations” now exposed

We have exposed “Class Affiliations” in the API.

LGL Forms updates

Forms: The option to copy the code for your form to your clipboard now available via a “Copy” button

In LGL Forms, we have added a “Copy” button in the Publish tab for the Javascript and iframe code.

copy code button

Forms: Sending email confirmations immediately now available for ACH payments

In LGL Forms, ACH transactions now receive an email confirmation when the form is submitted, rather than needing to wait until the ACH transfer completes.

Forms: Deductible amount now increased if the “add 3%” option is checked

In LGL Forms, when the 3% increase is selected, we have added functionality that increases the deductible amount to the original deductible amount plus the 3% increase. This is relevant for cases where the deductible amount is pre-defined in the form.

Forms: Payment summary with $0 items selected now available

In the payment summary for a form, we have added the ability to see $0 items.

payment summary form

$0 payment form summary

Fixes

Alerts dashboard widget not always updating time when refreshed

Previously, the updated timestamp in the Alerts widget was not displaying the last updated date/time. This has been fixed.

alerts dashboard widget

New relationship value not saving from the “Edit constituent” screen

When editing relationships and putting in a new value for a new relationship type, clicking “Save” did not appear to save the new relationship type. This has been fixed.

edit Relationships screen

Gift moved to different constituent not triggering deletion of previous acknowledgment letter

Following the creation of a gift and acknowledgment letter, if the constituent in the gift was changed a new acknowledgment letter would be created, resulting in two letters for the same gift. This has been corrected; the original acknowledgment letter is now updated with the new constituent information.

edit gift screen

Inconsistency in “Contact info” field order in display versus edit mode

Contact information fields were displayed in a different order when editing than when viewing. We have reconfigured the order of the fields so they are consistent for both views.

contact information screen

edit contact information

Sort by task due date actually sorting by due date OR completion date

Sorting of completed tasks by due date was also considering the completion date, making the sort results appear out of order. Sorting tasks by due date now only looks at the due date value.

Inability to cancel out of the Long form > Add gift process

When using the long form to add new constituents, there was an issue with adding a gift for the new constituent where the user was prompted to continue adding gifts and could not use the Cancel button. This has been fixed.

new gift entry form

Duplicate gift display related to Canadian receipt numbers

Gifts with receipt numbers were sometimes duplicated in the display. These gifts were not actually duplicated, and the display has now been fixed so no duplicates are displayed.

Tribute notifications still present when all related gifts were deleted

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

Tribute screen in LGL

Bulk constituent updates not working

The bulk constituent update was previously not detecting which fields were selected. This has been fixed.

bulk constituent updates

Line separating constituents missing from user interface

A change in the interface caused the line between constituents to disappear. This has been fixed.

LGL user interface

No month in calendar selector when using Google Chrome

The calendar pop-up was not displaying the month for those using the Chrome browser. This has been fixed.

For users who are still using the legacy tribute acknowledgment method, acknowledgments were not being created for related constituents. This has been fixed.

Forms: Form requiring date accepting year only

In LGL Forms, we have fixed an issue that allowed the entry of a year only when a date is required.

LGL Forms error messaging

Forms: When inventory limits are in place, cancelled $0 submissions improperly syncing to LGL

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

Forms: Payment method not updatable for a recurring donation using the original payment processor, after the payment processor for the form has been changed

In LGL Forms, when the payment processor for a form had been changed, any recurring payments that used the original payment processor assigned to the form could not be updated. This has been fixed.

Forms: Amount description containing the word “true” or “false” preventing form from being edited

In LGL Forms, when an Amount field description contained the word “true” or “false”, this caused issues in the code that resulted in the form not appearing as expected. This has been fixed.

gift amount field in LGL Forms

Forms: Timezone fluctuating when reloading the Forms page

Some users experienced time zone fluctuations when refreshing their Forms page in LGL Forms. This has been fixed.

time stamp in LGL Forms

Forms: ACH submissions pending transfer not counting toward inventory limit

When using ACH transfers in forms, pending transfers were not counted toward inventory limits on the forms. We’ve updated LGL Forms so that now pending ACH transactions will decrement the inventory on items where an inventory count has been set up.

Forms: Date field issue

Some users saw a percentage sign displayed when setting a recurring end date in a form, which prevented them from submitting the form. This has been fixed.

recurring end date field in LGL Forms

Forms: Button text not updating when changing form type from payment to nonpayment (and back)

In LGL Forms, if a published form was changed from payment to non-payment or non-payment to payment, the “Submit” button text did not always update to reflect the correct form type.

form type in LGL Forms

Forms: Deposited amount sometimes incorrect in subsequent gifts when a recurring gift amount is modified

In LGL Forms, when resubmitting a failed payment where the original amount in the payment schedule has been updated, the deposit amount was sometimes recorded incorrectly. This has been fixed.

Forms: reCaptcha display issue

In LGL Forms, some users were having an issue where the error message from reCaptcha was not completely visible depending on the form height. We have added additional space so the error message will display correctly.

reCaptcha widget in LGL Forms

Forms: Invalid address data in form causing problems with sync

We have added a validation check to the zip code field in forms. The field will now only accept alphanumeric characters, spaces, and hyphens, preventing invalid data from interfering with the data sync.

Forms: Allow display rules to use an “or” option, so multiple rules can be set and pass if any are true

In LGL Forms, we have added the ability to use an “or” option in the display rules. Users can now set multiple rules and the field will be displayed if any of the rules are true.

display rules in LGL Forms

Forms: Field not being hidden when ticket threshold is reached

Some users experienced issues in LGL Forms where fields that should have been hidden after an inventory limit was reached were still being displayed. This has now been fixed so that Amount fields with inventory limits will never display after they reach their limit, if that’s what has been set up.

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