July 1st, 2021
Add: Embed Store Link & Seller Self-Registration QR Codes into Touchpoint templates and Order Takers/Fliers.
Fix: The “Profit Goal” entry under the fundraiser tab would auto-fill with a $ symbol and cause an error.
Update: Added logic to remove the option to “request a refund” when the order has been submitted for fulfillment or shipped. A message will inform customers the status of their order.
Update: Prepack checkbox option under the fundraiser has been removed.
Fix: On rare occasions, mobile customers were experiencing email formatting issues.
Add: Added FedEx and UPS predefined shipping options. This facilitate more options for generating labels for Ship To Home & other dealer shipping activities such as mailing order forms.
Add: Duplicate Seller “entry sensing” capabilities on GLP. This feature will display the duplicate sellers and give group leader the option to remove the duplicate seller or ignore.
June 10th, 2021
Add: Wooden Spoon Confetti dough to product catalog
Fix: Addressed the remaining issue of Touchpoint Formatting
Update: Default Sample Quantity up arrows now use increments of 1
Update: Removed enable Online Store. The Store is enabled by default.
Fix: Vendors/Users Excel exporting error.
Update: Improved the Add Seller Process by giving the group leader prompts to better navigate the Add Seller Process
Update: Made adjustment on submit order button on GLP for increased visibility.
Update: Order status page buttons changed to better guide supporters in making the proper choice to modify, change seller or cancel order.
Add: Dealer contact information added to MFP Store/GLP footer
May 20th, 2021
Add: Added the ability for group leader to add paper only seller orders, directly into the “Enter Order” page on GLP.
Fix: Addressed the issue of special characters in sellers name, causing an error.
Fix: Export to excel in Inventory Grid
April 8, 2021
Add: Added GLP link to fundraiser grid
Add: Added ability to Re-Send store links
Add: Added ability to “freeze” the headers on the inventory pages to keep column headers visible when scrolling down the page.
Fix: Addressed the issue of the purple “Totals” tile on dashboard retaining previous filters
Fix: Addressed issue of blank time zones that would cause disruptions in activity feeds
Fix: Addressed duplicate emails issue that occurred when resending marketing emails before system time-out
Update: All system Non-PMA leads and notifications will now come through SendGrid
Fix: Addressed issue where a recovery email from a deleted user could not be used by another current or new user
Fix: Addressed issue where a contact that was no longer associated to a group was showing up as primary contact when setting up a new fundraiser
March 17, 2021
Add: Added email notification for payouts
Update: Order submission emails are now sent through SendGrid
Update: Online fundraiser signup emails are now sent through SendGrid
Update: System emails (errors messages and various notifications) are now sent through SendGrid
Update: Added a new field under Settings > Dealer > MyFundraisingPlace.com Settings to add a custom message to order submission emails
Update: Added a new field under Settings > Dealer > MyFundraisingPlace.com Settings to add a custom message to fundraiser signup emails
Update: Updated default store images for Joyful Traditions cake rolls to match new branding
Update: Added shipping income to the deposit statement summary at the top of the page
Update: Improved the fundraiser order submission process so group leaders can leave the page without affecting the submission
Fix: Addressed an issue where users were unable to send marketing emails to imported contacts
Fix: Addressed an issue where products on a closed opportunity couldn’t be deactivated
Fix: Addressed an issue where invalid characters were allowed on supporters’ phone numbers
Fix: Addressed an issue where entering multiple phone numbers for a seller would result in an error when downloading the seller report
Fix: Addressed an issue where First and Last name weren’t required when entering paper orders, which resulted in possible data loss
Fix: Addressed an issue where group profit for past fundraisers was not calculating correctly on the fundraiser signup page
February 25, 2021
Update: Added an extra layer of security to the sign-in page
February 8, 2021
Update: Updated Stripe API
Update: Order notification emails are now sent when changing the seller on an online order
Fix: Addressed an issue where the second additional attachment on touchpoints disappeared after saving
Fix: Addressed an issue where users were unable to re-print shipping labels from activities
Fix: Addressed an issue where refunded sales were still showing on the order entry grid on GLP
Fix: Addressed an issue where purchase orders were sometimes duplicated when saving
January 27, 2021
Add: Added the ability to manage supporters’ online orders (process refunds, change sellers, add notes, edit contact info and delivery addresses, and re-send order confirmation emails)
Update: Replaced Plex integration with JustFood ERP and updated PO confirmation email template
Fix: Addressed an issue where the “Deliveries Today” dashboard tile was sometimes inaccurate due to not filtering to display only open deliveries
Fix: Addressed an issue where the online store was left open when a fundraiser was deleted
Fix: Addressed an issue where the number of boxes was sometimes wrong on the seller stat spreadsheet due to intangible items such as donations
December 21, 2020
Fix: Addressed an issue where the Total Items column was showing zeros for all sellers on the SellerStat report
December 17, 2020
Update: Added new columns to fundraiser reports to more easily see online sales compared to paper sales
Update: Added the ability to enter a Company Name when creating shipping labels from an activity
Update: Updated the map on the ‘Find a Dealer’ tool
Fix: Addressed an issue where newly created users were unable to see fundraisers
Fix: Addressed an issue where the ‘Remaining amount to collect from seller’ was negative for some sellers
Fix: Addressed an issue where payout amounts were sometimes off by one cent, due to rounding
Fix: Addressed an issue where the default fundraiser settings for online store and self-registration weren’t applied to online signups
Fix: Addressed an issue where clicking the ‘Activities due today’ dashboard tile didn’t correctly show the day’s activities for some users
Fix: Addressed an issue where users were sometimes unable to filter by City on the fundraiser grid
Fix: Addressed an issue where online sales were sometimes inadvertently accepted after the store was closed
Fix: Addressed an issue where changing the price list on an invoice wouldn’t update the prices for some products
November 30, 2020
Fix: Addressed an issue where users were unable to create shipping labels for UPS SurePost due to the carrier name being too long
November 3, 2020
Add: Added the ability to print mailing labels from an activity for shipping order forms and/or samples
Update: Removed the “subject to change” note on the delivery status page which was temporarily added due to COVID
October 23, 2020
Fix: Addressed an issue where users were unable to add empty rows to the order entry grid for paper orders
Fix: Addressed an issue where some sellers were unable to self-register for their online fundraiser
October 19, 2020
Update: Checks printed from QuickBooks are now made payable to the group instead of the primary contact
Update: Adjusted the verbiage when enabling the online store to direct users to the ‘Add Sellers’ page. Group leaders no longer need to click “Enable online store” to start their fundraiser.
Update: Fundraisers can now be deleted while viewing a specific group
October 7, 2020
Update: Set default store info for River Bend cake rolls
Update: Once shipped, ship to home orders can no longer be refunded from the CMI portal, to prevent accidental refunds
Update: The order notification email that is sent to sellers now includes the note from the supporter
Update: Added a save button to the participants grid as some users were confused on how to save
Fix: Addressed an issue where copying a program with online only items wouldn’t copy the online only status of those items
September 30, 2020
Update: Multiple packing slips can now be printed at the same time from the Orders grid (for ship to home orders)
September 29, 2020
Update: The display order on ship to home packing slips now matches the display order of the program
Update: Shipping confirmation emails for ship to home fundraisers are now sent when the label is printed instead of purchased
Update: Non-physical items are now excluded from shipping cost calculations
Fix: Addressed an issue with the numbering when adding/removing ship to home packages
Fix: Addressed an issue where deleted products would briefly appear when saving the program
Fix: The product listing on programs are now locked once there are sales associated with the program. This prevents the order entry grid from becoming unusable after editing the product listing.
September 17, 2020
Add: Added the ability to define custom shipping boxes for ship to home fundraisers
Add: Added the ability to turn on/off predefined boxes
Update: Shipping labels can now be printed from any printer instead of only Zebra printers
Update: Expanded ship to home functionality to ship via any of these carriers
Update: Shipping & Handling rates used to lock after the program was used – those rates can now be edited at any time
Update: Tweaked the default ‘Message to Supporters’ for ship to home fundraisers to inform supporters that shipping charges will be added at checkout
Update: Additional fees (convenience fee/shipping & handling) are now also shown on the cart page instead of only at checkout to increase transparency
Fix: Addressed an issue on the seller self-registration page where some text was overlapping other page elements on iPhones using Safari browser
Fix: Removed ‘Sync Products to MFP’ button as it was no longer used and caused some confusion
September 2, 2020
Update: Clarified the instructions for importing paper orders on Group Leader Portal
Fix: Addressed an issue where sellers weren’t able to choose their teacher/coach when self-registering
Fix: Addressed an issue where sellers with multiple email addresses weren’t receiving notification emails
August 31, 2020
Update: Operations-Restricted users now have access to the orders grid to print labels and fulfill orders
Fix: Addressed an issue where the total items column wasn’t calculating correctly on the orders grid
August 28, 2020
Add: Added ship to home functionality to print labels and ship orders directly to supporters via USPS
Update: Clarified the instructions for seller self-registration and importing sellers
Update: Replaced outdated demo video on GLP with current video
July 23, 2020
Add: Sellers now receive an email every time an order is placed using their store link, so they can reach out and say “Thanks”
July 13, 2020
Add: Added ability to sell online-only items
Add: Added the ability to add online-only items to programs at any time
Add: Added the ability to sell limited quantity items
Add: Added the ability to sell intangible items such as donations
Update: Updated the email template used to send sellers their store link to include additional information
Update: The character limit is now displayed on the ‘Message for Supporters’ textbox so group leaders know how many characters they can enter
Update: Products with a $0 consumer price are no longer shown on the online store to prevent “free” purchases
Update: Replaced the ‘copy link’ icon with the word ‘Copy’ to add clarity
Update: Items with a $0 price can now be edited on price lists
Fix: Performance improvements for opening product settings
June 10, 2020
Add: Added ability for sellers to self-register for the online store
Add: Added dealer setting to always enable seller self-registration
Update: Enhanced ability to cancel related activities and invoices when cancelling a fundraiser
Update: SellerEmail and SellerPhone are now available as merge fields on the seller report. Adding this information will help you contact the seller if they didn’t pick up their items at delivery
Update: Updated Sample Report to show reimbursable samples per Country Maid’s reimbursement program
Update: Added column to the group grid, Last Fundraiser Including Cancelled, to better highlight cancelled fundraisers
Update: Added a demo video of the online store on Group Leader Portal to help encourage usage
Update: Added dealer name and phone number to public pages to make it easier for supporters and sellers to get their questions answered
Fix: Addressed an issue where users were unable to test their touchpoint credentials
April 30, 2020
Add: Added an Order Status page so supporters can track the status of their order, refund items, and change their seller
Update: Order confirmation and refund confirmation emails are now sent from MFP instead of using the default templates from our payment processor
Update: Replies to order confirmation and refund emails are now sent to the dealer instead of to MFP support team
Update: Replaced legacy analytics pages with Power BI reports
Update: Changed the button text on the GLP order tabulator to “Enter Order”
Fix: Addressed an issue where users were unable to remove an Outlook Activity Feed when the credentials were incorrect
Fix: Addressed an issue where users were unable to exclude sellers from the online store due to an issue with the checkbox styling
April 9, 2020
Fix: Addressed an issue where copying a smart list overwrote the original smart list
March 27, 2020
Fix: Addressed an issue where users were unable to submit their contact info when finding a dealer
March 26, 2020
Update: Added text to the delivery status page reminding users to check back frequently as details may change
Fix: Addressed an issue where creating an activity from the calendar would default to Today at 8:00 am instead of the selected date/time
March 25, 2020
Add: Added a delivery status page for supporters and sellers to keep track of their delivery date amid COVID-19
Add: Added DeliveryURL merge field to output a link to the delivery status page in touchpoints (does not work for marketing emails)
Fix: Addressed an issue where some fundraisers were getting marked as being paid out, despite having no online sales
March 16, 2020
Fix: Addressed an issue that was preventing users from logging in to the QuickBooks Sync Agent
March 13, 2020
Fix: Addressed an issue where the activity type couldn’t be changed if the activity was created by completing & copying an existing activity
Fix: Addressed an issue where invoices couldn’t be emailed when there were additional contacts to email
Fix: Addressed an issue where the global search was omitting some results
March 9, 2020
Add: Added the ability for users to reset their own password, after they’ve set a recovery email address
Add: Added a column to the invoice grid to show the total invoice amount. Previously, it was showing the amount due, so sales from the online store weren’t shown.
Add: Added the ability for supporters to opt in to receiving marketing emails
Update: The statement descriptor for online orders is now displayed as FUNDRAISER*FIRSTLAST, showing the first and last name of the seller, up to 22 characters
Update: Removed the explanatory video when setting up the online store because it was outdated
Update: Major updates to the backend of the system for performance and reliability improvements
Update: Redesigned the log-in page to match the MFP brand
Fix: Addressed an issue where marketing emails were erroneously sent to deleted contacts
Fix: Addressed an issue where duplicate seller details were sometimes created under Seller Info
Fix: Addressed an issue where multiple online orders that were placed at the exact same time weren’t being recorded correctly
Fix: Addressed an issue where the season name and year weren’t getting added to new fundraisers for some users
February 20, 2020
Fix: Addressed an issue where the online store wasn’t always getting closed when the order was submitted
December 11, 2019
Add: Added Rustic Mill products
December 9, 2019
Add: Added the ability to inactivate vendors
Add: For online orders, individual items can now be removed and refunded by MFP Support Team
Update: When adding sellers to the online store, pressing ‘Tab’ now creates a new row
Update: Small tweaks to online store mobile interface
Update: Added analytics to online store to monitor performance and help resolve issues
Update: The Seller Info Excel export is now sorted the same way as displayed on the Seller Info grid
Update: Optimized order submission process to run more efficiently
Update: When adding sellers, email addresses ending in .dance are now accepted as valid
Update: Seller names now show part of the last name if there are multiple sellers with the same first name
Fix: Addressed an issue where the PrintFlierState merge field wasn’t returning the correct data
Fix: Addressed an issue where the group’s order couldn’t be submitted on GLP after an online order had been refunded and was the only order for that seller
Fix: Addressed an issue where moving the delivery activity via drag and drop on the calendar wasn’t updating the delivery date on the related invoice
Fix: Addressed an issue where superfluous invoices were created when emailing or printing a manually-created invoice prior to leaving the invoice screen
Fix: Addressed an issue where users were able to re-open the online store after the payout had already been processed, causing the dealership to receive another payout for the same invoice
October 24, 2019
Fix: Addressed an issue where the TotalItems merge field on prepack labels didn’t include online sales
October 24, 2019
Add: Added the ability for Country Maid users to see supporters’ orders, refund orders, and change the seller that a supporter purchased from.
Add: Added a Note for Seller field to checkout. This can be used for delivery instructions and will be shown on the seller report.
Update: Implemented new navigation bar on Group Leader Portal to make it easier to switch between pages
Update: Items with a $0 consumer price are now detected prior to enabling the online store. This prevents items from being sold “for free”.
Update: Items with the exact same name prevent the order tabulator from loading properly. These items are now detected when creating programs and users are required to adjust the names.
Update: Adjusted the verbiage to enable the online store. Some users were confusing the online order tabulator with the online store. It now reads “Would you like to enable your online store” instead of “….enable online orders”.
Update: Removed the button to manually mark a fundraiser as “ordered” as this functionality isn’t used anymore
Update: When checking out on a mobile device, the ‘Complete Order’ button is now centered. It used to be pushed to the right side of the screen.
Update: When adding many items to a cart, the mini cart now always shows the ‘View Cart’ button. Previously, users had to scroll inside the mini cart to find this button.
Fix: Addressed an issue where sellers with online orders would inadvertently get marked as needing their labels re-printed when an unrelated seller’s quantity was changed.
Fix: Addressed an issue where users were intermittently unable to sort columns on the order tabulator on GLP.
Fix: Addressed an issue where sellers that were removed from GLP weren’t getting removed from the seller info grid, after the order had been initially submitted, causing inflated quantities.
Fix: Addressed an issue where users were able to delete the invoice that was auto-created from GLP, causing several issues throughout the app.
Fix: Addressed an issue where the seller ID was shown as a decimal when emailing the seller report.
Fix: Addressed an issue where the custom column wasn’t exported when exporting an order from GLP.
Fix: Addressed an issue where Reprint Needed wasn’t triggered for the labels after editing a seller’s name.
Fix: Addressed an issue where the DealerEmail merge field wasn’t using the correct email address
Fix: Addressed an issue where all sellers would receive the Seller Report via email even when the dealer setting was set to send only to those with online sales
October 4, 2019
Fix: Addressed an issue where users were unable to manually add more than 50 sellers at a time
October 1, 2019
Fix: Addressed an issue where the Print Label Status wasn’t updating to Reprint Needed as expected due to comparing a date to a null value
Fix: Removed the ability to edit seller info from the invoice as this didn’t update the correct database table and caused issues when printing labels
September 27, 2019
Update: You will now be notified when there is a $0.00 item on your online store
Update: Updated to TLS 1.2 for security improvements
Update: Tabbing in the last column on the paper-only Order Entry grid now creates a new row
Update: Removed the option to support the entire group when placing an online order, as this caused a lot of confusion for supporters and group leaders
Update: Now you can send the store link and seller report emails to sellers who didn’t receive it the first time. Sellers who were already sent the email will not receive another copy
Fix: Addressed an issue where users were unable to add additional rows to the Add Sellers grid
September 25, 2019
Fix: Addressed an issue where orders couldn’t be imported due to deleted price list details for paper-only fundraisers
September 19, 2019
Fix: Addressed an issue where the Deposit Statement wasn’t spreading onto multiple pages when necessary
Fix: Addressed an issue with resizing the content on the Seller Stats page on mobile
Fix: Addressed an issue where the Amount to Collect wasn’t shown correctly when exporting orders
Fix: Addressed an issue where product images weren’t able to be saved when using Microsoft Edge
Fix: Addressed an issue where orders couldn’t be imported due to a duplicate key
Fix: Addressed an issue where orders couldn’t be imported due to deleted price list details for online fundraisers
September 17, 2019
Add: You can now enter multiple email addresses for a seller, separated by a comma (for example, to send the store link to the seller and a parent)
Fix: Addressed an issue that was preventing the online store from closing when submitting an order, allowing supporters to continue placing orders
Fix: Addressed an issue where users received an error when resetting seller info after the auto-created invoice had been deleted
September 16, 2019
Add: Added ability to print seller reports only for sellers with online orders
Update: Flipped the email and phone number column positions when adding sellers to make it easier to copy and paste onto the template
September 12, 2019
Add: Added the ability to manually adjust seller numbers from the Seller Info tab.
Add: Added confetti cannon (for sellers who sold at least 20 items online) when viewing seller stats
Add: Added disclaimer on checkout page, “All sales are final and cannot be modified or cancelled for any reason.”
Update: Seller numbers on the Seller Report now match seller numbers on the Seller Info tab
Update: Performance improvements to the order entry grid
Fix: Addressed an issue where Outlook Activity Feed credentials couldn’t be updated when logged in as Admin
Fix: Addressed an issue where auto-created invoices didn’t appear on the grid until manually saved
Fix: Addressed an issue where Extended Items per Kit was set to 0 by default when creating new products, causing invoice quantities to be incorrect. In order to preserve history, this field can be edited only when creating a product for the first time.
Fix: Addressed an issue where pre-pack documents weren’t generated when the auto-created invoice was deleted
Fix: Addressed an issue where the template used to import orders couldn’t be downloaded for programs with a large number of products
Fix: Addressed an issue where the print label status was changed from Reprint Needed to Not Printed when saving a fundraiser
Fix: Addressed an issue where online orders weren’t shown on the seller report due to the supporter’s street address containing more than 50 characters
August 22, 2019
Add: Added the ability to crop and scale product images for the online store
Update: Added a link to “Search again” when finding a dealer
Update: When adding sellers for the online store, a red box is now display around any cell with an error, helping to isolate the issue
Fix: Addressed an issue where the order entry grid wasn’t loading after switching from online orders to only paper orders
Fix: Addressed an issue where the Minimum Quantity field wasn’t populated when a fundraiser was created from the online signup
August 15, 2019
Update: Order entry grid is no longer locked automatically when an invoice is emailed
Update: Convenience fees are now shown as the last line item on supporters’ receipts instead of being randomly ordered
Update: Added logic to prevent the program from being changed after an online order has been placed to avoid breaking the order entry grid
Update: Paper order quantities are now exported as a separate sheet when exporting orders from Group Leader Portal
Fix: Addressed an issue where invoices printed from Group Leader Portal weren’t calculating discounts correctly
Fix: Addressed an issue where the values on the Seller Stats page were being rounded to the next whole number
Fix: Addressed an issue where prices weren’t displayed correctly on the online store when the price ended with a decimal ($14.50 for example)
Fix: Addressed an issue with exorbitant Plex web service calls due to retry logic on the Plex sync job
July 22, 2019
Update: When no convenience fee is charged, the receipt doesn’t show a line item for a convenience fee
Fix: Addressed an issue where supporters weren’t being charged for items with a non-whole number price (for example, $14.50)
July 17, 2019
Fix: Addressed an issue where product quantities weren’t saved when manually entering data into legacy GLP
July 16, 2019
Update: Re-branded the platform from FR Pilot to My Fundraising Place
Update: Updated wiki links and release notes to point to support.myfundraisingplace.com as part of the platform re-brand
Update: The seller list for the online store is now alphabetized automatically by last name
Update: When placing an order, users are now prompted to completed the required fields when a required field is left blank
Update: When creating an opportunity, the potential book date is now set to today by default
Update: Items on the Seller Report are now sorted to match the program’s sort order
Update: Images, baking instructions, and nutrition facts have been updated for the online store for Butter Braid pastries
Update: Removed mobile header so more space is available for displaying products
Fix: Addressed an issue where the gross profit on the fundraiser was incorrect when there were online sales
Fix: Addressed an issue where the group name was sometimes displayed on checkout instead of the seller’s name
July 9, 2019
Fix: Addressed an issue where the number of items sold was being increased when sorting the sellers under Seller Info
May 31, 2019
Add: Added the ability to email personal store links to sellers with email addresses Watch demo (3:53)
Add: Added the ability to email individual seller reports to sellers with email addresses
Add: Added dealer setting to enable online store by default (Settings > Dealer > MFP Settings)
Update: Added SalesPersonEmail as an available merge field on touchpoint templates
Fix: Addressed an issue where users were unable to create new products when using Microsoft Edge
Fix: Addressed an issue that was preventing users from saving new products when the Country Maid, Inc. vendor was missing
May 7, 2019
Update: Convenience Fee is now a flat dollar amount instead of a percentage, to comply with state regulations
Fix: Addressed an issue where fundraisers without a program couldn’t be opened
May 3, 2019
Add: Added Seller Stats page so sellers who sell online can see who has purchased from them (MFP only)
Update: Modified ‘Service Fee’ text to read ‘Convenience Fee’ to align with regulations and added tooltip to convenience fee on checkout (MFP only)
Update: Product totals are now displayed at the top of the Submit Order grid (MFP only)
Update: Adjusted formatting of product names to better fit in column header – Submit Order grid (MFP only)
Update: Added instructional video to group portal homepage that explains how to set up online store (MFP only)
Update: Users are now prompted to add a Seller Report template prior to printing labels (MFP only)
Update: The columns on the left side of the Submit Order grid are now frozen when scrolling horizonally (MFP only)
Update: The horizontal scroll bar on the Submit Order grid is now visible as necessary – it used to only be visible at the bottom of the grid (MFP only)
Update: Updated the store status text to add clarity. When the online store is open, it reads “Your only store is open”. When the store has not been enabled, or the store is closed, it reads, “Online store closed”.
Fix: Removed the dependancy on “Country Maid, Inc.” vendor so the vendor can be removed without causing an error
Fix: Seller Revisions are now updated every time an order is submitted (MFP only)
MFP only = these changes apply only to My Fundraising Place
March 21, 2019
Add: Added line to Sample Log report that shows samples excluding Gifts at Delivery
Update: Minor tweaks to prepare for online ordering and credit card processing
March 11, 2019
Update: Updated merge fields for MFP labels (SellerFirstName, SellerLastName, SellerCustomField)
March 7, 2019
Update: Minor tweaks to prepare for online ordering and credit card processing
Update: The Web Signups tile now looks across three seasons instead of only the current season
Update: Office 365 credential settings are now accessible from the user profile page for all users
February 25, 2019
Update: Minor tweaks to prepare for online ordering and credit card processing
February 22, 2019
Add: Major upgrade to prepare for online ordering and credit card processing
January 22, 2019
Update: Removed option to sign up for a fundraiser when finding a dealer on butterbraid.com
Fix: Addressed an issue where no dealer was located on butterbraid.com when the zip code started with a zero
January 14, 2019
Update: An owning user is now required to book a fundraiser
Update: Added option to not sync sales tax from FR Pilot to QuickBooks (not recommended)
Fix: Addressed an issue where the Include Season Name and Year on Fundraiser Name setting wasn’t being respected for online signups
Fix: Addressed an issue where the invoice printed on date was incorrect
October 19, 2018
Fix: Addressed an issue where signup notification emails weren’t sent due to encrypted credentials
October 12, 2018
Add: Added short name field to product settings and merge model to use when priting labels
Update: J&M’s signup link is now redirected to Rite Bite’s signup link due to the acquisition
Fix: Addressed an issue where leading zeros were removed when searching for a dealer at myfundraisingplace.com/dealers
Fix: Addressed an issue where signup notification emails weren’t sent when the owning user wasn’t set. It now sends to the dealer’s primary email address when there’s no owning user
September 13, 2018
Update: Email notifications are now sent from the system email when a user’s email credentials are not available
Update: Removed the system administrator user from picklists
Update: Name and email fields are now truncated at 25 and 253 characters, respectively, when synced to QuickBooks, since these are the limits in QuickBooks
Update: The address description from the contact record is now displayed on the group page
Update: The filters on the activity grid are now remembered, making it easier to work through activities from the dashboard tiles
Update: The ‘program’ column has been added to the Fundraisers tab of the group page
Update: New groups now have a default lead rating of one star
Update: Updated links to Avalara’s new AvaTax portal
Update: The ship to address on purchase orders is now available on the sales order in Plex
Update: Added tooltips to the inventory grid for increased clarity
Update: Added Flier State as an available column on the activity grid
Fix: Addressed an issue where the Quantity Left to Buy was not calculating correctly across multiple warehouses
Fix: Addressed an issue where Google Maps was displaying an API error
Fix: Addressed an issue where users were unable to import custom prepack settings
Fix: Addressed an issue where deleted phone numbers were still appearing
Fix: Addressed an issue where the selected note wasn’t popping open or getting deleted
Fix: Addressed an issue where scheduled marketing emails weren’t being sent after the delivery window was past
August 22, 2018
Update: Updated the text on the fundraiser signup page for returning users to display ‘Please check your inbox’ instead of ‘Success!’, which gave the impression that the operation was successful, even if the user’s email address wasn’t in the system
Fix: Addressed an issue where activities created when sending a marketing list were assigned to one user, instead of to individual senders
Fix: Addressed an issue where fundraisers created from the signup link didn’t respect the ‘Include Season and Year on Fundraiser Name’ setting
Fix: Addressed an issue where users were unable to filter the ‘type’ column in the competitor grid
Fix: Addressed an issue where newly created users couldn’t save fundraisers because their default warehouse was null
Fix: Addressed an issue where deleted addresses were still visible on the contact’s card
Fix: Addressed an issue where users would receive multiple notifications when booking a fundraiser in the past
Fix: Addressed an issue where all marketing templates were returned in the email action popup, instead of only active templates
Fix: Addressed an issue where users were unable to Ctrl + click on the grids and add selection to a marketing list
August 14, 2018
Fix: Addressed an issue where users were unable to download touchpoints due to resource utilization
August 6, 2018
Fix: Addressed an issue where signup notification emails weren’t getting sent
July 13, 2018
Update: Updated the Non-PMA email notifications to include additional instructions
Update: Country Maid users can now select multiple zip codes at once to add to a territory
Fix: Addressed an issue where the pickup time listed in Outlook delivery events was incorrect
Fix: Addressed an issue where users were unable to export grid data to Excel
Fix: Resized incentive items on the fundraiser page
June 21, 2018
Add: Added territory management to Country Maid portal to replace legacy CRM system
Add: Added ‘Find a Dealer’ functionality to My Fundraising Place
Add: Added ability to schedule marketing emails to be sent at a later date and time
Update: Added date validation when scheduling touchpoint emails
Update: Removed the Address Name field from the online fundraiser signup form, as it was confusing to some users
Fix: Addressed an issue where deleted invoices were displayed when printing pre-pack labels
Fix: Addressed an issue where marketing emails weren’t generating an online signup link
Fix: Addressed an issue where the online signup link would become invalid after being sent in a marketing email
Fix: Addressed an issue where marketing emails would get stuck in ‘Open’ or ‘Pending’ stage
Fix: Addressed an issue where the ‘next activity’ column was populated, although no activity was scheduled
Fix: Addressed an issue where closed opportunities were populating the ‘Next Fundraiser’ column for the group
Fix: Addressed an issue where clicking ‘Close Selected’ on deliveries would not sync the invoices to QuickBooks
Fix: Addressed an issue where the online signup confirmation email would sometimes display the wrong contact’s name
Fix: Addressed an issue where the value in the ‘Monetary Goal’ field on the online signup form would be erased after tabbing to the next field
April 19, 2018
Update: Activity address names are now displayed on the Delivery Route Summary
Update: Address Description is now left-aligned on the Activity Sheet
Update: Activity Sheet is now grouped by activity owner
Fix: Addressed an issue where the timestamp on auto-created notes coming from Group Leader Portal was not displayed in the correct time zone
April 5, 2018
Add: Added button to reset Group Leader Portal order entry form on the Seller Revisions tab of a fundraiser
Update: Drag & Drop functionality on the calendar is now disabled by default. To enable, click ‘Enable Event Dragging’ on the calendar ribbon.
Update: When reassigning an activity, the event is now deleted from the original owning user’s Outlook Calendar
Update: The subject line of delivery activities is now updated automatically in Outlook, without having to manually save the delivery activity
Update: Updated page layout of Seller Summary Excel report for easier printing
Update: Updated Seller Info Pick Ticket to include Batch Number and Seller Range
Update: Updated the online fundraiser signup form to include additional fields
Update: Updated sync agent to sync tax amount to QuickBooks invoices – View setup instructions
Fix: Resolved an issue where the subject lines of touchpoint emails were incorrect after switching a pending fundraiser to a different program
March 13, 2018
Add: Added dealer setting to set ‘email later’ flag on invoices synced to QuickBooks
Add: Unpaid invoice balances are now returned to FR Pilot from QuickBooks
Add: The Bill To address on an invoice is now saved to the Customer record in QuickBooks
Update: Contact name is now displayed on invoice addresses synced to QuickBooks
Update: The date selected on the delivery paperwork tool is now cached when navigating away
Update: Seller Stat sheet now displays group name and number of boxes
Update: Added bill to and ship to address columns to invoice grid
Update: Users no longer need the ‘Settings’ permission to use QuickBooks Sync Agent
Update: Notes are now created in a popup window, and clicking ‘OK’ saves the note
Update: A note is now added to the fundraiser when an order is submitted from Group Leader Portal
Update: A confirmation popup is now shown before advancing a fundraiser to ‘Ordered’ state
Update: Contact’s primary email address is now shown on activities synced to Outlook
Update: Added link under Analytics > Touchpoints to view successful touchpoints
Fix: Resolved an issue where invoice revision notes would be created although no changes were made (for invoices containing a tax)
Fix: Resolved an issue where the address description wasn’t visible when selecting an address on an invoice
February 20, 2018
Add: Added integration to Avalara AvaTax
Update: The TotalUnits merge field now displays the total number of units sold on the fundraiser instead of for a specific delivery
Update: The ‘Copy Fundraiser Details’ button displayed when signing up for a fundraiser on myfundraisingplace.com is now displayed as text instead of an icon
Update: Added number of items and profit history to myfundraisingplace.com signup page
Update: Removed closed (lost) opportunities from dashboard ribbon
Update: Removed invoice revision history from Route Summary
Update: Modified Route Summary report to include an area for follow up and moved the summary to the top of the report
Fix: Resolved an issue where marketing emails weren’t getting delivered
Fix: Resolved an issue where marketing emails weren’t getting sent from the correct owning user
Fix: Resolved an issue where the delivery date was printing incorrectly on the flier for deliveries after 6:00 pm
Fix: Resolved an issue where validating an address removed the Post Office box
Fix: Resolved an issue where the fundraiser Start Date was incorrectly set when creating opportunities
Fix: Resolved an issue where the delivery time on a pick ticket was displaying 12:00 am
Fix: Resolved an issue where scrolling with a mouse wheel when entering an order on GLP would change the number of units sold
Fix: Resolved an issue where users were unable to assign an invoice to a new delivery
Fix: Resolved an issue where only the first 12 activities were displayed on the Route Summary
Fix: Resolved an issue where the incentive column wasn’t getting populated on the fundraiser grid
January 18, 2018
Update: Programs now support up to 35 items (instead of 25)
January 12, 2018
Add: Added group Time Zone field to support dealers who cross time zones
Add: Added TimeZoneAbbreviation merge field
Add: Added ability to create, modify and delete incentives
Add: Added ability to assign multiple incentives to a fundraiser
Add: Added IncentiveDescription merge field
Update: User’s time zone is now shown when creating activities
Update: Reports and touchpoints now respect the group’s time zone
Fix: Resolved an issue where smart list editor wasn’t loading completely
November 2, 2017
Update: Added delivery driver (owning user of activity) on pick ticket
Update: Added delivery driver (owning user of activity) on activity sheet
Fix: Resolved an issue that was preventing the delivery date and time from displaying on the activity sheet
Fix: Added logic to retry sending order confirmation emails when they fail to send
October 10, 2017
Fix: Resolved an issue that was preventing modified invoices from syncing to QuickBooks when the dealer setting to sync ordered invoices was enabled
October 6, 2017
Fix: Resolved an issue that was preventing the activity sheet from downloading when an address was missing
October 4, 2017
Add: Users can now click an address line to copy it to their clipboard
Add: Added description field for phone numbers
Add: Added social media field for groups under the More Info tab
Update: Added ‘Return Order On’ column to group and contact fundraiser grids
Update: Set QuickBooks sync state to ‘Excluded’ for inventory transfers since these are not synced to QuickBooks
Update: Pre-pack settings can now be customized per program
Fix: Resolved an issue where ordered invoices created by GLP weren’t syncing to QuickBooks
Fix: Reordered open activities on the group page to display in ascending order
Fix: Resolved an issue where the invoice date wasn’t getting set to the delivery date for invoices created by GLP
Fix: Resolved an issue that was preventing the custom prepack settings template from downloading in Microsoft Edge
September 12, 2017
Add: Added ability to remove an entity from a marketing list
Add: Added competitor tracking to More Info tab on Fundraisers
Add: Added ability to copy an entire smart list to a marketing list
Add: Added ability to delete an email action from the grid
Add: Added ‘Start At’ as an available column on the activity grid
Add: Added sample details to Route Summary report
Add: Added Created By column to email grid
Add: Added zip code field on new contact signup form
Update: Improved responsiveness of signup form
Update: Job title is no longer a required field on new contact signup form
Fix: Group primary contact is now selected by default on signup form
Fix: Resolved an issue where filters were inadvertently applied to the Marketing List grid
Fix: Resolved an issue where the invoice date – on invoices created from GLP – wasn’t getting set to the delivery date
Fix: Removed deleted and cancelled activities from the Outlook activity feed
September 6, 2017
Fix: Re-ordered activities on the group page descending by start date
August 25, 2017
Add: Added dealer setting to default all invoice dates to be the same as delivery date
Add: Email address of primary contact on a group is now synced to QuickBooks with invoices to allow for ACH payments
Add: Added dealer setting to sync invoices when status is ‘Ordered’ instead of ‘Delivered’
Add: Group Leaders can now sign up for a fundraiser online
Add: Added SignupURL to merge models
Add: Cover Letter template added as a new template type
Add: Choose to print a cover letter or related fliers from a Send Startup Kit activity’s print icon
Add: Added user setting for default warehouse which is used for new fundraisers
Add: Opportunity Book Date added to Fundraiser Grid column chooser
Add: Added dashboard tiles for web signups and unassigned contacts
Add: Added ability to view inventory grid across all warehouses
Update: Username is now saved on FR Pilot Sync agent
Update: Changed the Opportunity tiles to look across the current season
Update: Changed group activity type from ‘Activity’ to ‘Group Activity’
Update: Print Flier activities have been renamed to Send Startup Kit activities
Update: Sample type of ‘Mailed Samples’ added
Update: Enabled samples on Send Startup Kit activities
Update: Added hyperlinks to group website and phone numbers
Update: Users can now delete invoices from the ‘Invoice’ tab of a fundraiser
Update: Map icon has been replaced to increase clarity
Update: Added ability to remove contacts/groups from marketing lists
Update: Updated interface for filtering products
Update: Sample flavors and quantities are now included on Delivery Route Summary
Fix: Resolved an issue where the Fliers to Mail dashboard tile was incorrect
Fix: Resolved an issue where the Print Label status wasn’t properly updating to ‘Reprint Needed’ following seller info changes
Fix: After creating a new group, users are now redirected to the group page when using Internet Explorer or Edge (Chrome was already working as expected)
Fix: Resolved an issue where the selected activity wasn’t getting deleted on the group page
Fix: ‘Next Fundraiser’ column is now populated on the grids
Fix: Users can now navigate to dealer’s website from MyFundraisingPlace.com by clicking on the dealer’s logo
Fix: Resolved an issue where a deleted group email address was still displayed on the grid
Fix: Resolved an issue where touchpoint emails weren’t saved in users’ Sent Items – emails were still sent to recipients
Fix: Opportunities are excluded from total fundraiser count on dashboard
Fix: Resolved an issue that was preventing Internet Explorer and Edge users from exporting smart lists
Fix: Resolved an issue where data imported into GLP wasn’t saved
August 2, 2017
Fix: Resolved an issue that was preventing touchpoint emails from saving to the user’s Sent Items
Fix Resolved an issue that removed Google Analytics
July 26, 2017
Fix: Resolved an issue that was preventing warehouse addresses from being created
July 18, 2017
Add: Added ‘Opportunity’ stage to fundraisers
Add: Added static marketing lists
Add: Added ability to track competitors on opportunities
Add: Added lead score calculation to prioritize leads (groups)
Add: Added ability to send email marketing campaigns to a list of recipients
Add: Added role-based and custom dashboards to the homepage
Add: Added opt-out functionality to email marketing campaigns
Add: Added filter row to activities grid on contacts and groups
Add: Added phone number lookup to FR flier page
Add: Added ability to sort by total items sold on Seller Info page
Add: Added CurrentlyLoggedInUser as owning user option for smart list builder
Update: Performance improvements to the Fundraiser grid
Update: Modified the ‘Minimum per person’ field length and added label for calculated minimum on the fundraiser page
Update: Smart list selections are now cached
Update: Alphabetized column options for the grid column choosers
Update: Reordered the tab index when adding a new product
Update: Removed inactive groups/contacts from jump lists (recently viewed)
Update: Removed ‘UPDATED’ from the subject line of updated activities synced to Outlook
Update: Updated delivery paperwork layouts
Update: City, state and county are auto-filled when Zip Code is entered
Fix: Activities synced to Outlook now show local time instead of UTC
Fix: Resolved an issue where the action buttons were disabled when a smart list was selected
Fix: Resolved an issue that was preventing users from adding new vendors
Fix: Fixed the styling on GLP after page was locked
Fix: Removed the leading zero in price cells
Fix: Delivery activity subject is now updated to account for multiple invoices
Fix: Dragging activities on the FRP calendar now triggers a sync to Outlook
Fix: Removed the unnecessary dialog box occurring on the user settings page
June 27, 2017
Add: Added ability to assign multiple invoices to a single delivery
Add: Added a ‘Quick Pick-up’ delivery option from an invoice
Add: Added GLP prompt when submitting sellers with zero quantities
Add: Added ability to set default pre-pack setting per group that maps to new fundraisers
Add: Added ‘Delivery Minimum’ field on the group page that maps to new fundraisers
Update: Performance improvements for reliability and speed
Update: Updated delivery paperwork to account for multiple invoices
Update: Updated interface for creating new groups to more easily capture relevant information
Update: Clicking on the version number now opens the latest release notes
Fix: Custom invoice names are now saved on the initial save
April 25, 2017
Add: Added Smart Lists
Add: Added Office 365 calendar sync (View Instructions)
Add: Added ability for users to manage their own profile
Add: Added user-level setting to remove time selection alert
Add: Added button to resolve all high-confidence addresses
Add: Added ability to import data into Group Leader Portal
Add: Added dealer-level setting to set default owning user for ‘print flier’ activities
Add: Added dealer-level setting to set default tax settings
Update: Performance improvements for reliability and speed
Update: Updated GLP link options to include copy to clipboard and send in email
Update: Invoice stage button is disabled for two seconds after advancing stages
Update: Header row is frozen by default on Group Leader Portal
Update: Removed inactive users from homepage list
Update: Replaced ‘refresh’ and calendar arrow icons to align with standard icons
Update: Updated interface for managing lead sources
Update: Updated interface for importing leads
Update: Added ‘Modified On’ and ‘Created On’ as column options on the template grid
Update: Added date and time stamp to customer notes from myfundraisingplace.com