Help and Support Documentation

Here is a summary of feature updates and major bug fixes for our products in 2021.

Apsona for Salesforce – data management #

General #

• Support dated exchange rates in Salesforce Advanced Currency Management.
• Support Accounts as Campaign Members. Learn more.
• Bugfix: fix an issue where the “Add to Campaign” button sometimes did not respect filters across different objects.
• Match multi-select picklist values correctly during Import.
• Switch Apsona error messages away from using browser popups. This allows users to scroll through and copy-paste the error text.
• Better warning UI for the “Delete All” action to help prevent unintended data loss.
• Checkbox run-parameters can now be pre-filled correctly.
• Updated SOAP API to v52.0

Document and Email Generator #

• Sublist record groups can now link detail objects via reference fields other than the main object’s Id field. Learn more.
• Date:MonthValue fields are being rendered correctly in Word merges.
• When creating a “separate files for each record” PDF or Word merge file for just a single record, the generated document is correctly using the “Field to use as File name”.
• Emoji in generated excel merges no longer cause corrupted xlsx files.
• Bug Fix: Some PDF merges were appending extra blank pages at the end of the document.
• Appended PDF attachments have correct margins.
• Bug Fix: Images embedded in documents sometimes resulted in an “SSLException”. This has been fixed.
• Bug Fix: Creating a merge action that contained an aggregation function (like “SUM”) on a sublist field didn’t map that field correctly. This is now fixed.

Batch Gift Entry #

• Added support for fund allocations at the payment-level with the KELL Fund Allocations package. Learn more.

Dedupe, Match, Cleanse #

• Show progress during dedupe actions and provide downloadable debug logs. Included in video review here.
• Expanded results from Dedupe Merge including Winning, Losing, and affected record IDs.
• Allow users to Select & Deselect All in a Dedupe action.

Mailgun connector #

• The Mailgun connector now supports sending emails with attachments. Learn more.

Scheduler #

• More robust error handling and reporting to customers when scheduled jobs fail.
• Bug Fix: Scheduled Document Merge actions with templates containing ‘&’ or other special characters now works.