released: 19 - amazon s3releases/f1...released: 19.11 timing: 8/29/19 • individual assignments...

Last updated: 12/17/2019

RELEASED: 19.15 Timing: 12/17/19

• Contacts Design Updates and Enhancements

o My Contacts

▪ New look and feel for My Contacts list page

▪ Created a new filter to search on who the contact item is attributed to

▪ The bulk action dropdown has been added to top of table

▪ The contact item status "Open” has been changed to “New”

▪ Contact Items can now be deleted

• New Security Right (People Contact, Delete) o Managing a Contact

▪ The contact item detail page has a new look and feel ▪ “Note” language has been updated to “Comment” ▪ Contact comments can now be deleted with “People Contact, Delete” security right

o Individual/Household page:

▪ Delete contact item from card with “People Contact, Delete” security right

• Security Rights:

o Resolved issue where the WebLink Payment security right was required to view submission

o Fixed an issue where the WebLink Refund security right was required to add a payment to a registration

• People Search:

o People Search speed improved when using a comma


• Portal Navigation > Help Menu

o Options within the Help dropdown menu are now:

▪ F1 Academy

▪ F1 Forums

▪ F1 Groups

▪ F1 Support

▪ Help With This Page

• Individual Page

o Minor design updates to the Event Registration and Volunteer Application cards

• Volunteer Pipeline

o Issue resolved when viewing the bulk actions “action gear” on the View Applicants page after sorting the

list of applicants

• Head Count page

o Resolved an issue where head count was being added twice in some instances. All historical instances of

duplicate headcounts were also fixed with this update.


• Pledge Drive Visibility in InFellowship

o Portal:


▪ There is a new toggle on the “Online Giving” tab of Portal’s WebLink > InFellowship > Features

page, which turns on visibility into individual/household pledge progress for InFellowship users.

o InFellowship > Giving:

▪ A new “Pledges” tab will display when the above toggle is turned on. On this tab, an

InFellowship user will:

• See any pledges they have made within the given year, including the following

information for each pledge:

o Pledge Drive Name

o Pledge start/end dates

o Total amount given towards the pledge

o Total amount pledged

o Percent given of the total amount pledged

• Filter to view pledges made by specific individuals and/or to view pledges within a

specific year.

▪ A Pledge Summary table is now included on the downloadable Contribution Statement. When

an InFellowship User has a Pledge within the given year, the table will show the pledge drive

name, pledge amount, and the amount given towards the pledge year-to-date.

• Add Assignment Workflow

o When adding a new assignment, the assignment status dropdown will now default to “Active.”

• Post Attendance Workflow

o On the “View Attendance” page, “null” was displayed when someone didn’t have a date of birth. Now

the field will be blank.

RELEASED: 19.12.01 Timing: 10/17/19


o An issue was resolved that prevented some users from accessing the “Applicant Detail” page to see the

application for a specific applicant

• Post Attendance Workflow

o When selecting the ministry, activity, schedule, etc. to search for specific rosters to post attendance, the

dropdown menus are now all scrollable if needed

o After selecting one or more individuals for which to post attendance, you can now use the “Enter” key

to post attendance

o After posting attendance, now the “name” field will be highlighted so you can start typing the next

person’s name in your list

o When changing attendance details, the standard F1 “Volunteer Types” are now listed in the “Volunteer

Type” dropdown

• Add/Edit Assignment

o After adding a volunteer assignment, the time spent waiting on the assignment to process and advance

through the workflow is decreased

• View Assignments

o When sending an email to one or more individuals from the “Ministry > Assignments > View All page, an

error was resolved that prevented users from advancing to the Compose Email page in some instances.

• Contacts

o An issue was resolved that prevented some users from accessing the “Contact Form” page to enter a

new contact form for an individual/household.


• People Search

o You can now use apostrophes when searching for people in the Portal header’s People Search bar.


• Shelby Financials Integration

o Funds can be aggregated into a single journal entry when exporting to Shelby Financials.

• People Search

o The “name” search field now supports searches with the following:

▪ Former Name

▪ Hyphens

▪ Apostrophes

o If an individual has a former name, you’ll see it listed in the search results in parenthesis after their

current name (consistent with how it is displayed on the Individual page).

o Former name has also been added to the People Search exports

o The address verification “shield” icon is now green, consistent with the Individual and Household pages

• Add Household Workflow

o When adding individuals in a household, the cursor will auto-populate in the first field on the page.

• Edit Individual

o When switching between tabs, a new prompt appears that asks you to save your changes.

o On the Communications tab, the design of the “Email Unsubscribe” section is tweaked to make it more

obvious when someone has unsubscribed.

• View Household

o An issue was resolved causing the preferred communication “star” icon to not update properly when

preferred communications were changed.

o You will no longer see a star on this page if an individual has a household value set as their preferred

communication. You will, however, continue to see this designation on the individual’s page.

• Edit Household

o When switching between tabs, a new prompt appears that asks you to save your changes.

o Issue resolved that was causing communication comments to clear when editing communication values

on this page

• Add / Edit Assignments

o When searching for an individual:

▪ The page’s design has been updated

▪ You’ll now see people’s substatuses in the search results

▪ You can now search for people using:

• Former name

• Hyphens

• Apostrophes

o When adding or editing an assignment:

▪ The page’s design has been updated

▪ You’ll now see which fields are required fields

▪ Schedules that occurred in the past will no longer display in “Schedule” dropdown menu

▪ Issue resolved that allowed assignments to be added when the “unmet requirements” message

was present.

• Mass Assignment Changes


o The designs on the Ministry > Assignments > Mass Change pages have been updated

o Legacy terminology is updated to match current terminology:

▪ “RLC” changed to “Roster”

▪ “Staff” changed to “Volunteer”

• Post Attendance

o The designs on the Post Attendance pages have been updated

o Legacy terminology is updated to match current terminology:

▪ “Group” changed to “Roster Folder”

▪ “Staff” changed to “Volunteer”

o The “View Attendance” page has been updated to include:

▪ Filtering capabilities in each column header (select the filter icon to set up a filter)

▪ Sorting abilities in most column headers (select the header to sort the table by that column in

ascending or descending order)

▪ The bulk actions have been moved into a “bulk action” menu placed both above and below the

list of attendees

▪ Export the list of attendees to Excel by selecting one or more attendees then using the “Export

selected attendees” action in the bulk action menu

• Contacts

o On the “View All Contact Items” page, you can now filter on contact item and date range (which filters

on the contact items’ created date)

o When adding a contact item via the Individual and Household page’s “Contact items” cards, you will now

see the Portal user (and the associated ministry) the Contact item will route to after its creation.

o Enter Contact Form page

▪ The optional comment fields used when entering a Contact Form are now larger textboxes, able

to be expanded if needed.

▪ Issue resolved that was preventing the “Select All” checkbox from working properly while using

the Safari browser

o In Contact notification emails, an issue is resolved that was causing the values to pull from other

individuals in the household in some instances.

• Notes

o On the “View All Notes” page, you can now filter on date range (which filters on the notes’ created date)


o Portal Home page > My Tasks list

▪ The “My Tasks” list will only show “Volunteer interest” tasks for the applications submitted

within the last 6 months. Churches with applications that have large amounts of applicants

should see a significant improvement in the amount of time needed for the “My Tasks” section

to load.

o View Applicants page

▪ This page will now default to show applications that were submitted within the last 6 months.

Churches with applications that have large amounts of applicants should see a significant

improvement in the amount of time needed for the page to load.

o Opportunity Set-up

▪ When associating an assignment to an opportunity, schedules that occurred in the past will no

longer display in the “Schedule” dropdown menu

• Miscellaneous

o Enhanced payment processing functionality in InFellowship to reduce the instances of receiving a

“tokenization” error when processing payments


o If you have the “Insights” security right, you will now see a link to your Insights dashboards from the

“Reports” navigation menu in Portal

o When searching for contributions and looking for an organization, the cursor will now populate in the

search field by default

o The integrations with Mercury Flight and Planning Center have been removed, as they are no longer

supported

o The “Administrator” security right now only appears once in the list of security rights, as expected


• Individual Assignments page

o Users with Ministry Write security rights can now delete assignments from this page

▪ If the assignment was created from an event registration form, you also need the WebLink

security right to remove the assignment. In this case, you will be forwarded to the individual’s

registration to make changes to their submission.

o An issue is resolved that caused errors when viewing this page for some users.

• Edit Household page

o You can now save preferred emails as expected

• Add Individual page

o Substatus now saves as expected when adding a new individual

• Contacts page

o In the email notification triggered from a new/updated contact item, when the contact item was for a

household (as opposed to an individual), the link to take you to Portal now directs you to the contact

item without issues.

• Individual page

o Minor design tweaks for consistency


• Individual Page

o Event Registrations Card (NEW!)

▪ Users with the “WebLink” security right will now see the following information for any event

registrations an individual has submitted:

• Event Name

o Hyperlinks to see the event submission details

• Submitted Date

• Payment details (whether an event was free, paid in full, partially paid, or a refund is

owed)

▪ Users without the “WebLink” security right will now see the following information for any event

registrations an individual has submitted (they will NOT see any registrations marked as

“Confidential” in the Form settings):

• Event Name

• Submitted date

o Volunteer Applications Card (NEW!)


▪ Users with the “Volunteer Pipeline” security right will now see the following information for any

volunteer applications an individual has submitted:

• Application Name

• Opportunity Name

o Hyperlinks to see the applicant details

• Submitted Date

• Application Status

o If Individual Requirements are needed, hover over the “I” icon to see the

requirement status(es)

▪ Users without the “View Background Status” security right will see a “-“

for the status for any background check requirements

• Status date

▪ Users without the “Volunteer Pipeline” security right will now see the following information for

any volunteer applications an individual has submitted (they will NOT see any opportunities

marked as “Confidential” in the Opportunity’s settings):

• Application Name

• Opportunity Name

• Submitted Date

o Involvement Card

▪ Separated the links within the Involvement card for “Attendance” and “Assignments”

o Requirements Card

▪ If you try to add an attachment over the 1MB file size limit, the “Save” button will be disabled

and the file size warning will change to red.

• Individual Assignments Page

o Added visibility for:

▪ Event Registration Form (for participant assignments created from a registration)

▪ Event Registration Answer (for participant assignments created from a specific answer within an

event registration form. Hover over the “i” icon to view the answer)

▪ Breakout Group description (hover over the “i” icon to view the description)

o The edit link will now take you to the newer Edit Assignment page, providing a consistent experience

when editing participant and volunteer assignments.

• Individual Attendance Page

o Minor design enhancements to improve consistency within the filters menu

• Add/Edit Address Page

o If a user only has the ability to add a “Primary” address type:

▪ “Household” will be selected by default in the “Household/Person” dropdown, and cannot be

changed

▪ “Primary” will be selected by default in the “Address Type” dropdown, and cannot be changed

o You can now use the Enter / Return key to submit the new/edited address

• Contacts

o If multiple Contact Items are selected when entering a Contact Form, they are again visible as options to

“share notes with” when working the contact.

o Resolved an issue in the Contact notification email where a “$” was appearing in the email address if

you selected the listed email address and it opened a new email in your email application.

• Event Registration

o Issue resolved where some Registration Hero Images were being removed in error.



o Resolved an issue where you could not advance an applicant through the pipeline if they applied to

more than one opportunity within the same application.

o If an individual applied to a volunteer opportunity that is set to auto-assign a volunteer assignment and

their final requirement is approved on the Individual page (rather than in the pipeline), the assignment

will now be granted.

o Requirements

▪ The individual who approves or rejects a requirement within the volunteer pipeline is now listed

as the associated Portal User for that requirement. This will be seen on an individual’s record, as

well as in reporting.

▪ If an application is in “Requirements” status and a user updates a requirement’s status to “Not

Approved” while on the Individual’s record (as opposed to in the pipeline), the application will

now move to “Rejected” status. Previously, these applications were staying in “Requirements”

status.

• Miscellaneous

o Groups

▪ In the Groups navigation menu, in the “Groups by Group Type” section, two additional options

are now available:

• Add Group

• Add People List

▪ If a Portal user attempts to add a group or people list but their account is not linked to an

individual record (thus disabling them from doing so), they will see a message explaining why

they are unable to add the group/people list.

o Usability quick wins:

▪ When you arrive at the People Search page (from People > Search > People Search), the cursor

will be in the “name” field by default

▪ When adding multiple individuals to a new household, your page placement will auto-adjust to

the next individual without scrolling through the previously added individuals

▪ When adding an individual to an existing household (using the “Add Individual” page), your

cursor will be in the “First Name” field by default

o The loading icons on the Home page and the Individual page are now consistent


• Shelby Financials Integration

o When exporting transactions to Shelby Financials, the export will now add a single journal entry in

Shelby Financials, even when the export includes multiple funds (assuming the same year and period are

selected for all funds on the export page in F1).

▪ If you want to split your export and create journal entries for each fund, select the “Create

separate journal entries for each fund” checkbox. Your selection will be saved for future exports.

• People

o People Search page

▪ After searching, the name field will still be highlighted so you can start typing another person’s

name without scrolling back to the top of the screen.

o Add Household, Add Individual and Edit Individual pages

▪ The school dropdown is now in alphabetical order


▪ When adding an individual to an existing household, you can now select “Save and Add

Another” to continuing adding individuals to the same household

o Add/Edit Address page

▪ When adding a new address, the “country” field will default to each church’s configured

country.

o Individual page > Requirements card

▪ When adding a requirement, today’s date will pre-populate in the date field and (if your Portal

user is linked to an individual record), your user will be selected by default in the “Portal user”

field.

• Ministry

o Contacts

▪ The contact item notification email has been updated with the following:

• The hyperlink in the email takes you to the specific Contact Item in Portal instead of the

Portal home page.

• The “from” email address has been updated to [email protected]

• The formatting of the email has been updated for a modern look/feel

o Head Count page

▪ Users with Ministry Read security rights will now be able to add head count to the ministries for

which they have access. This mirrors the permissions currently used on the Post Attendance

page.

o Add/Edit Assignment page

▪ An issue is resolved that was (in some cases) (A) preventing pre-populated data from showing

on this page, and (B) disabling the “job” dropdown.


• Pages with new designs

o Add Household

▪ The design is now consistent with the design of the Edit Individual page. This creates a

consistent experience and enables the following during household creation:

• Adding an emergency phone number for individuals

• Designating the Home email and phone number as the “preferred” contact method for

individuals

▪ After adding individuals within the household, you now advance to the Add/Edit address page,

which enables adding multiple addresses and/or other address types other than the “primary”

address type.

o Add Individual

▪ The design is now consistent with the design of the Edit Individual page.

o Add/Edit Address

▪ This page is now a tab within the “Edit Household” page, creating a more consistent editing

process for households

▪ Maintains the Household Name on the page to keep the connection to the family for which you

are adding/editing an address

▪ Hover over existing addresses to see the edit and delete icons

o Verify Address

mailto:[email protected]

mailto:[email protected]


▪ The address verification workflow now overlays the Add/Edit Address page in a more modern

format

o View All Activity Attendance

▪ Maintains the header information for the individual you are viewing the attendance of to keep a

consistent experience and show high-level data about the individual.

▪ The filters are now in a filters tab, which will show when selecting the filter icon in the top-right

of the table

▪ You can now filter on assignment type, ministry/activity/roster, and a date range at the same

time

▪ Increased icon size that differentiates between participant and volunteer attendance

▪ Language consistency updates:

• Updated “Room / Location / Class” and “RLC” references to “Roster”

• Updated “Staffing” references to “Volunteer”

o View All Assignments

▪ Maintains the header information for the individual you are viewing assignments of to keep a

consistent experience and show high-level data about the individual.

▪ The filters are now in a filters tab, which will show when selecting the filter icon in the top-right

of the table

▪ Moved the ability to see inactive assignments to a “Status” filter

▪ Increased icon size that differentiates between participant and volunteer assignments

▪ Language consistency updates:

• Updated “Activity Group” references to “Roster Folder”

• Updated “Room / Location / Class” and “RLC” references to “Roster”

• Updated “Staffing” references to “Volunteer”

▪ Added an “i” icon next to inactive schedules, rosters, and roster folders to explain that they are

inactive.

o Live Check-ins

▪ Page design now matches updated design pattern.

▪ The “Ministry” dropdown moved into a more clearly delineated section to select which activity

and schedule to view.

▪ The link to open or close a room has been changed to a toggle.

▪ Viewing participants or volunteers opens the list of individuals in a pop-up. You can move

volunteers to other rosters within this pop-up.

o Head Count

▪ Page design now matches updated design pattern.

▪ The “Ministry” dropdown moved into a more clearly delineated section to select which activity

and schedule for which to add headcount

o Ministry > Contacts

▪ Monitor Efficiency

• Page design now matches updated design pattern (no functional changes were made)

▪ Monitor Statistics

• Page design now matches updated design pattern (no functional changes were made)


o Streamlined process for adding volunteer assignments:

▪ When setting up an opportunity, you can now pre-define any assignment settings that should be

associated to that opportunity.


▪ When adding an assignment to an approved applicant, the assignment settings will be pre-filled

if they were set up for the given opportunity.

▪ When setting up assignment settings for an opportunity, you can choose an “Auto-assign”

option, which will automatically add volunteer assignments to applicants when they are

approved in the pipeline.

o Users designated as a “Responsible User” for an opportunity can now opt in to receive an email for each

new applicant to that opportunity. You can opt-in by:

▪ Going to your “My Account” page (selecting the icon with your image or initials in the right side

of the Portal header)

▪ Select the “Notifications” tab

▪ Select the “Assigned volunteer applicants” checkbox

▪ Select “Save notifications”

o When viewing notes for someone’s volunteer application, you will now see which application and

opportunity each note is associated with (if an applicant applies to more than one opportunity, you will

see notes for all opportunities within that application when viewing their notes).

o Added a “Confidential” checkbox for Volunteer Opportunities’ “General Information” in preparation for

a future update which will display all volunteer applications someone has applied to on their individual

record. Select this checkbox if you only want users with access to the volunteer pipeline to see this

opportunity on an individual’s record.

o Defect fix:

▪ An Opportunity's Age Range settings were cleared after editing an opportunity's General

Information

• Event Registration

o Added a “Confidential” checkbox for Event Registration Forms in preparation for a future update which

will display all registrations someone has submitted on their individual record. Select this checkbox if

you only want users with access to event registration submissions to see this opportunity on an

individual’s record.

o Defect fix:

▪ In some very uncommon instances, completed event registrations were not visible in the Portal.

This issue is now prevented from occurring.

• Miscellaneous

o For churches using the Shelby Financials integration: in instances where batch names are longer than

what can show in the Batches filter dropdown menu, you can now hover over the batch to see the

entire batch name.

o Defect fix:

▪ When My Check-in users created a new account via the My Check-in account creation workflow,

if they had an existing record in Portal, their status would change to “New from Website” when

their existing record was merged with their new record. Now their existing status will be

preserved.

• This did not impact new accounts created via InFellowship.

NOTE FOR FUTURE RELEASE:

• In a future release, all event registrations and volunteer applications that someone has submitted will display on

their Individual record in Portal. As of release 19.08, you can select a “Confidential” checkbox for any events or

volunteer opportunities that you don’t want visible to all Portal users. When selected, only users with access to

the Event Form details or Volunteer Application details will see these Confidential items on someone’s Portal

record. Timing for the next release will be communicated at a future date.



• Individual Page

o Within the “More Actions” dropdown, a new “Edit Page Settings” option enables users to:

▪ Rearrange the order of the cards as they appear on the Individual page

▪ Show/hide cards

▪ Re-arrange the items within the Profile card, and choose which values appear in the main profile

area

▪ Show or hide the Last Updated dates and comments in the Communication card

▪ Show or hide the Last Updated dates and comments in the Addresses card

o Notes:

▪ “Save Page View” settings (to expand or collapse specific sections of the page) will need to be

re-saved with this update.

▪ The “Edit Page Settings” and “Save Page View” selections will be saved for each user, and won’t

need to be set up again when accessing the page from a new device or browser.

▪ These settings will be saved separately for each user, so changes one user makes will not impact

other users.


o Core Volunteer Pipeline Records report (M3820) – v1.6

▪ This version includes the new volunteer pipeline’s stages (Screening, Requirements, Approved,

Cancelled and Rejected)

▪ Screening Questions are now available in this report. When you are setting up how you want the

report to display (in the “Fields to Display” filter), Screening Questions are included in the

output by default.

o View Applicants page

▪ The selected application will be remembered so that you don’t need to re-select it the next time

you’re viewing this page.

▪ Resolved a visual defect that didn’t show applicants moving beyond the screening stage when a

page filter was being applied at the time the user advanced the applicant.

o Applicant Detail page

▪ Edit a reference’s name and contact information (useful when you need to change who you are

contacting for an applicant’s reference check)

▪ After a reference check interview is complete, view the questions and answers discussed during

the interview directly from this page. No need to run a report to see this information.

o Add Applicants page

▪ The selected application on this page will be remembered so that you don’t need to re-select it

the next time you’re viewing this page

o InFellowship Volunteer Application:

▪ Screening Questions of a “Text box” question type are no longer capitalizing the first letter of

every word in the question

o Manage Applications page

▪ The drag-and-drop functionality within the answer choices for Screening Questions and

Reference Check Questions is now working as expected

• Pages with new designs:

o Enter Contact Form


▪ Selecting the Form and Service Time will now take place on the same page as the rest of the

Contact Form, reducing steps in the “Enter Contact Form” workflow

▪ Select all contact items by using the new “Select All” checkbox

• This checkbox displays when there are 3 or more Contact Items available on the Contact

Form you are viewing

▪ Preview the Contacts, Assignments, and/or Attributes you are adding via the “Preview” button

in the Contact Form’s footer

▪ Recent Contact Items

• This section now matches the format of the Contact Items cards on the Individual and

Household pages.

• You can now view Confidential Comments and Contacts triggered from emails in this

section.

o View All Contacts

▪ Format of the data and comments for each contact item matches what is displayed in the

Contact Items card on the Individual and Household pages.

▪ Hover over each Contact Item to see the “Edit” pencil, which takes you to the specific Contact

Item to add a Contact.

▪ View more (or less) Contact items at once by selecting the “items per page” dropdown in the

table footer.

▪ The “Household Members” and “Household Visitors” are now more clearly delineated in the

dropdown to select who you are viewing contact items for.


• Event Registration Refunds

o When granting a refund for an event registration submission, users can grant debit/credit card and

eCheck (ACH) refunds again. The following limitations apply:

▪ The registration can only have one existing payment

▪ The registration can have no existing refunds

▪ The refund must be within 60 days of the original payment

▪ The refund must be to the original card/account

o All additional refunds not meeting the above requirements must be made by cash or check.

• Volunteer Pipeline:

o For churches integrated with SecureSearch Faith or Clear Investigative Advantage for background checks

(BGCs): The BGC requests triggered from the volunteer pipeline are now triggered when an applicant is

advanced from the “Screening” stage (previously, requests were sent to the BGC provider for all

applicants in the pipeline at the time they applied).

o Applicant Detail page

▪ Users now need the “People Edit” security right to accept and reject requirements on this page

• Background Check Requirements also require the "View Background Checks" security

right

▪ Users now need either the "View Background Status" or "View Background Checks" security

right to see the status and status date of BGC requirements on this page

o Manage Opportunity page

▪ The age range restriction for an opportunity now allows for:

• An age range restriction as of a specific date (this is good to use for volunteer

opportunities occurring on a specific date), OR


• And age range restriction as of the time the individual applies (this is good for

applications that are open for an indefinite time)

o Add New Assignment page

▪ “Job” dropdown displays as expected when adding an assignment from the Volunteer Pipeline

• View All Notes and Add/Edit Notes pages

o Both pages now have an updated design

o Added the ability to select the number of notes you are viewing on the View All Notes page

• Individual page

o A People List admin can now add/remove individuals to/from a People List from the Individual page’s

“People List” card

o The Groups card will now display for all users (previously, users who were not linked to individuals

would not see the Groups card).

▪ Unlinked users will see a “No groups found” empty state message

▪ Users will still only see groups for which they are a manager or viewer.

• Miscellaneous:

o The “Email Delegates” page (People > Group Email > Delegates) will work as expected (was previously

showing an error message)

o On the Portal Home page, data will load as expected after log-in (previously, there were cases when the

loading icons would not be removed until the page was refreshed)

o Added a new version of the A5006E – “Individual Background Check by Status” Report, which filters out

a new “Pending” Background Check Request status. This status is used in the new pipeline for

applications which have not yet submitted a Background Check. Once a background check has been

triggered, the “Pending” request will update to “Submitted to Vendor”.

o The design of all dropdown menus has been updated on all newly designed Portal pages.

o Resolved some minor design inconsistencies when accessing newly updated pages from an iPad and

iPad Pro

o In the Portal footer, the F1 Forums icon is now in place of the former Google+ icon.

o The WebLink > Small Group Manager section of the Portal navigation is removed (the “WebLink Groups”

section contains the same links).


• Portal Log-in Page o Users can now reset their own Portal passwords from outside of the Portal.

▪ Selecting the “Forgot Password?” link on the Sign-in page will trigger an email with a reset link ▪ Selecting the reset link within the email will take the user to a page in Portal where they can provide

a new password to use going forward

• Home > View Portal Users o Users with the “Password Manager” security right can now trigger a password reset email to other users

from this page. Previously, this page could be used to manually enter a new password, and this functionality has been replaced by the “Reset Password” button.

• Admin > Security Setup > Portal Users o Users with both the “Administrator” and “Security Officer” security rights can now trigger a password reset

email to other users from this page. Previously, this page could be used to manually enter a new password, and this functionality has been replaced by the “Reset Password” button.

o When new users are created, they receive an email to create their own password.



o Within the “My Tasks” section of the Portal Home page, erroneous instances of legacy volunteer pipeline applications no longer show. The legacy volunteer pipeline tasks will continue to show until further notice to support churches who continue using the legacy pipeline.

o Issues with applicants appearing in stages of the new pipeline that they shouldn’t be, as well as an issue that prevented some applications from being cancelled, are now resolved.


• People Search o Users can now export the search results to a PDF or Excel file. After searching, select the tri-dot in the top-

right of the Search Results list for the following options: ▪ Export all to PDF

• Exports all search results to a PDF file, formatted with a similar look and feel as the People Search page.

▪ Export all to Excel

• Exports all search results to an Excel file (including some additional data: name, profile data, preferred contact methods, address, first record date, last updated date, Individual ID and Household ID)

▪ Export current page to Excel

• Exports only the Individuals viewed on the current page (if search results span multiple pages, it will not export individuals beyond the page you are currently viewing) to an Excel file (including some additional data: name, profile data, preferred contact methods, address, first record date, last updated date, Individual ID and Household ID).

o Date of Birth tab ▪ The date-picker now has additional shortcut keys and functionality. See this Help Center article for

more details.

• Individual page o Notes Card

▪ Line breaks used when adding/editing notes are now honored when viewing notes in the Notes card. o Contact Items Card

▪ When adding a Contact Item from this card’s Quick Add menu, the “Contact Form” dropdown will now only display Contact Forms that have Contact Items associated to them.

o Attributes Card ▪ When adding or editing an attribute from this card’s Quick Add menu, the Start Date and End Date

date-pickers now have additional shortcut keys and functionality. See this Help Center article for more details.

o Requirements Card ▪ When adding or editing a requirement from this card’s Quick Add menu, the date-picker now has

additional shortcut keys and functionality. See this Help Center article for more details.

• Individual Edit > Profile Tab o The Date of Birth and Status Date date-pickers now have additional shortcut keys and functionality. See this

Help Center article for more details.

• Household page o Household Notes Card

▪ Line breaks used when adding/editing notes are now honored when viewing notes in the Housheold Notes card.

• Household Edit > Profile Tab o The Status Date date-picker now has additional shortcut keys and functionality. See this Help Center article

for more details.


https://support.fellowshipone.com/knowledge-base/article/KBA-02733-N4N2Y1













o Applications cancelled in the new volunteer pipeline will remain cancelled unless a user reinstates the application into the pipeline (previously in some instances, when an individual was given a volunteer assignment, applications would change from cancelled to screening or requirements).

▪ This previously caused additional tasks in some users’ My Tasks menu o All applications in Screening and Requirements stages of the new pipeline can be cancelled (previously in

some instances, when the individual had a volunteer assignment, applications could not be cancelled) ▪ This previously caused additional tasks in some users’ My Tasks menu

o The “Advance Applicants” option in the bulk action gear of the “View Applicants” page now operates as expected.

o A volunteer pipeline application’s “application image” and its confirmation message remain saved after editing the application’s “General Info” section.

o On the “View Applicants” page of the new Volunteer Pipeline, when viewing the applicants in the “Approved” stage, the dot that denotes if the individual has been given an assignment will now appear if the individual is given an assignment from the legacy pipeline’s “Approved Volunteers” page or from the new pipeline.

o (For churches integrated with a background check provider) If an applicant does not have a “Goes By” name, no special characters are added to their name when they fill out the background check fields of the new volunteer pipeline application

• Weblink > Event Registration o Manage Forms > Questions and answers

▪ Resolved an issue preventing some users from editing Event Registration questions o View Submissions > Refunds

▪ Event Registration refund methods are (temporarily) limited to cash and check for all churches.

• F1 Assist Interactive Guides are now available on the following pages: o Ministry > Activities

▪ View All ▪ Add Activity

o Ministry > Assignments ▪ View All

▪ Add Assignment


• General Visibility Updates o Enhanced page visibility across all newly designed pages

• People Search o An individual’s age now displays (in months) when they are less than 12 months old

• Individual o Header card

▪ Added status, substatus, date of birth, and age to the Header card to raise visibility of this information

▪ If an individual has a Former Name, it will display in parenthesis after their current Last Name o Notes card

▪ The timestamp for each note now displays “Created on” instead of “Last updated on” for new (unedited) notes.

o Contact Items card ▪ If a comment is entered for specific Contact Items from the Contact Form page, it now displays for

the given Contact Item(s) in this card o Household card

▪ This card’s header now includes a count of all household members besides visitors (including these household positions: Head, Spouse, Child, Other)

▪ An individual’s age now displays (in months) when they are less than 12 months old o Profile card:


▪ The main section will now display:

• Status (includes status, substatus, and status date)

• Status Comment (visible without a click or hover)

• Marital Status

• First Record ▪ Social Media icons are now in the “additional profile information” section ▪ Date of Birth and age are removed from this card given they are now in both the Header card and

the Household card ▪ Former Name is removed from this card given it is now available in the Header card

o Communication card: ▪ Comment icons now show in this card when there is a comment for the following values:

• InFellowship Login

• Personal Email

• Web address o All cards with an “Add” or “Edit” feature:

▪ When adding and editing using the Quick Add/Edit feature in each card, the first field is now selected by default (instead of requiring an extra tab or click to get there)

• Household o Household Overview card

▪ An individual’s age now displays (in months) when they are less than 12 months old o Notes card

▪ The timestamp and the user who last updated/created each note now displays like it does on the Individual page

o Contact Items card ▪ The data shown for each contact item now displays like it does on the Individual page. Thus, the

following are now visible:

• Opened date • Updated date

• Assigned To user

• Disposition

• Status ▪ If the Contact Item was created from an email, users with proper security rights can select the email

icon to see the email that was sent (like you can on the Individual page). Security right details are as follows:

• All users see non-confidential contact items

• Only users with the “Confidential Contact” security right can see the confidential contact items

• Only users with “Email Author” can select the email icon to see the sent email ▪ If a comment is entered for specific Contact Items from the Contact Form page, it now displays for

the given Contact Item(s) in this card o Communications card

▪ If an individual has unsubscribed from emails, an icon will now be present by their name on this card like it does on the Individual page.

▪ Comment icons now show in this card when there is a comment for the following values:

• InFellowship Login

• Personal Email

• Web address

• Miscellaneous: o No matter which page you are on in Portal, you can now select the Report Library options within the

navigation menu to be taken to the Report Library (this previously caused errors on specific Portal pages). o For churches integrated with Secure Search Faith or Clear Investigative Advantage for background checks,

when an individual completes the background check fields using their InFellowship account for a Volunteer Pipeline application, all profile data is saved as expected.


o When on the “Group Member View” page, if you select “Edit individual” you are now taken to the redesigned Edit individual page


• People Search o When using the People Search bar in the header, inactive individuals are still included if the user has the

“include inactive” checkbox selected on the People Search page

• Individual Page o Comments added to specific Contact Items when entering a Contact Form now display for their respective

Contact Item within the Contacts card o Adding and editing notes function as expected regardless of a church’s time zone o Attributes with Special Characters in their name are now displaying the special characters properly o The existing staff/pastor will continue to display in the dropdown when editing an attribute even if they are

now inactive o When editing a requirement, the date field pre-populates with the existing date o An icon now displays in the “Communications” card if an individual has unsubscribed from email

communications o Only People Lists the individual belongs to show on the individual’s record o Only managers (not viewers) of a People List are able to add individuals to the given People List

• Individual Edit – Profile tab o Substatuses are now listed in alphabetical order o When profile data is updated via InFellowship, the Last Updated Date will continue to display

• Household Page o Adding and editing Contact items save as expected regardless of a church’s time zone o If a comment is added to specific Contact Items when entering a Contact Form for an individual, the

comments will now display in the Contacts card

• Household Edit – Profiles tab o Substatuses are now listed in alphabetical order

• Volunteer Pipeline o For churches integrated with a background check provider: Only one background check is submitted for an

individual when they apply to multiple opportunities that require a background check


• Home page o View larger photo of staff members by selecting their photo within the New Staff/Birthdays section

• People Search o After clicking search, auto-scroll to the top of the Search Results table o If no DOB, don't show "0 mos" o View larger photo of individuals by selecting the photo within the Search Results

• Individual Page o All users with proper security rights can add attributes o Save the expanded/minimized state of each Attribute Group via the Save Page View functionality o Within the Quick Add Contact fields, comments can now be added with line breaks (allowing for separate

paragraphs) o Users who are “viewers” of People Lists now see the given People List(s) within the People List section o View larger photo of the individual by selecting their photo within the header


o View larger photo of all individuals within the household by selecting their respective photo within the Household section

• Individual Edit – all tabs o View larger photo of the individual by selecting their photo within the header

• Household Page o If individuals have two different last names, display them both within the header section o View larger photo of the household by selecting the photo within the header o View larger photo of the individual(s) by selecting their respective photo(s) within the Household Overview

section o Households with no individuals marked as “Head” or “Spouse” are viewable

• Household Edit – all tabs o View larger photo of the household by selecting the photo within the header

• API o The Single Sign On feature is functioning as expected for all 2nd party applications


• People Search o Default the “Include inactive” checkbox to being selected, and then save the user’s selection/deselection for

future page views

• Individual Page o Unless the user overrides this by saving their page view, minimize the Household section by default, and

maximize the Profile, Communication, Addresses and people Lists sections by default. o The Groups section populates data for Last Attendance and Last 3 Months o Within the Requirements section, users can now save the expanded/collapsed view within each of the three

requirement types (using “Save Page View”) o Users with proper security rights can view emails that triggered Contacts by clicking the link within the

Contacts section o Former Name populates within the “Additional Profile Information” section o An Attribute end date displays if it has no start date o Status is a required input field when using the Quick Add Form to add a Requirement o "%20" no longer added to the beginning of some email addresses when copy/pasting from Portal o When selecting an email address from the Communications section, it opens the user’s default Email

application and inserts the email address in the “To” field

• Individual Edit - Profile Tab o If an individual has a System status when the user goes to the Individual Edit page, ensure the system status

continues to display (it currently updates to the top-most status in the list) o The Date fields save properly if the existing date is removed o The status comment is required when the selected status is set up to require a comment o The attribute created date displays if no start date was added

• Individual Edit - Communications Tab o Users can save a “Personal” email address as the Preferred Email in all instances

• Household Page o Address header should say “Add” instead of “Edit” (for those with Communication Edit security rights) o "%20" no longer added to the beginning of some email addresses when copy/pasting from Portal o When selecting an email address from the Communications section, it opens the user’s default Email

application and inserts the email address in the “To” field

• Household Edit o System statuses cannot be selected by users o Date fields save properly if the existing date is removed



• Compose Email o The Compose Email workflow functions as normal

• People Search o Age is calculating correctly if individuals’ birthday had not yet passed in 2019

• Individual Edit – Profile Tab o Substatus field re-populates with correct data after selecting a status

• WebLink Registration o Return arrows are present on the Edit pages to return users back to the previous page

released: 19 - amazon s3releases/f1...released: 19.11 timing: 8/29/19 • individual assignments...

Documents