Release Notes

Version

Date

Notes

1.5.1

5/30/2024

Distribution needs to be updated in the Invoice_Lines table

Changing the Distribution on a split gift, the Invoice table balance is changed.

Soft Credits distibution not updating.

1.4.30

12/2/2021

Support for Separate Payer and Bug with AR_Account (CW 113147)

1.4.29

9/9/2021

Bug Fix - when trying to update a gift or pledge (CW 110488)

1.4.28

8/31/2021

Change FREASE activity to use UF_4 to identify Transaction that was adjusted instead of Activity.ORIGINATING_TRANS

1.4.27

8/13/2021

Fix support for fund not updating from Service Central. (CW 109080)

1.4.26

5/25/2021

Fix support for Request activities updates. (CW 106042)

1.4.24

1/18/2021

Increase accuracy of percentage calculation by adding additional decimal precision. (CW 98770)

1.4.23

1/4/2021

Update Trans records only when SOURCE_SYSTEM is FR. (CW 101364)

1.4.22

12/9/2020

Fix issue with deployment script not up-to-date on csi_sp_FReaseInsertInstallment. (CW 100858)

1.4.21

12/1/2020

  • Disable Trans records changes when SOURCE_SYSTEM is MEETING. (CW 98835)

  • Fix missing GL_ACCOUNT value in Trans AR lines on new installment. (CW 100858)

1.4.20

11/24/2020

Remove edit on soft credit amount - allow soft credit amount to be greater than gift amount. (CW 98770)

1.4.19

9/11/2020

Allow soft credits of any amount - used to be capped at 100%. (CW 98770)

1.4.18

7/14/2020

Exclude Trans records changes on TR transaction type when updating donor ID. (CW 95159)

1.4.17

7/6/2020

Add ability to set all future installment amounts. (CW 96293)

1.4.14

6/18/2020

Do not update reoccurring request's status to inactive unless it's past the end date. (CW 95820)

1.4.12

3/20/2020

Default soft credit to 100% and remove encryption on stored procedures.

1.4.11

3/6/2020

Build to include updated store procedure csi_sp_FReaseFindGift

1.4.10

11/6/2019

International license update.

1.4.8

8/14/2019

  • Updated encrypted stored procedure file with latest stored procedure changes from version 1.4.7

  • Added menu item 'User Guide' that opens a browser tab to docs.csiinc.com/apps/frease

  • Removed install of .pdf user guide. Replaced with .url document linking to docs.csiinc.com/apps/frease

1.4.7

8/12/2019

  • Fix OWNER_ORG_CODE incorrectly changing when updating split gifts (CW 85793)

  • Fix $0 pay line being added when updating split gifts (CW 85794)

  • Fix issue allowing users to edit individual gift amounts and total gift amounts for split gifts (CW 76802)

1.4.6

9/27/2018

  • Correct display refresh issue after saving updates

  • Correct miscellaneous error message on saving gift changes

  • Fix changes detection issues on amount updates

1.4.3

3/14/2018

Updated stored procedure to account for different server and database collations. (CW 73676)

1.4.1

2/9/2018

Added error catching if pledge installments contain duplicate date corruption. (CW 72815)

1.3.9

1/10/2018

Updated licensing in CSI.Core. (CW 72484)

1.3.7

9/14/2017

Fix issue in custom stored procedure csi_sp_FRease_MergeRebuildGiftHistory when removing a pledge installment. (CW 70248)

1.3.6

5/18/2017

Fix issue with SQL stored procedures timing out. (CW 67408)

1.3.5

5/12/2017

Fix issue with Fund information invalid updates on split-gifts. (CW 39240)

1.3.4

12/12/2016

Fix issue where if payer of fund raising payment is not the donor, the ship to ID was not changing when updated in FRease. (CW 64749)

1.3.3

9/07/2016

Fix issue where user needed to tab out of cell to save soft credit record properly. (CW 63303)

1.3.2

6/20/2016

Add support for REQUEST activity updates. (CW 61918)

1.3.1

5/11/2016

Force rounding recalculation upon amount entry on soft credits. (CW 61142)

1.3.0

2/23/2016

Fix refresh of Trans not triggering changes such as Campaign Code edit. (CW 58946)

1.2.23

9/10/2015

Fix invalid access keyword validation. (CW 39240)

1.2.22

8/17/2015

Fixed a soft credit rounding error. (CW 49700)

1.2.20

7/15/2015

Enhancements to login control and iMIS URL handling. (CW 48242)

1.2.19

7/13/2015

Add support for new field AutoPayInstruction.CustomerId (CW 47916)

1.2.18

6/24/2015

  • Update dialog messaging upon gift updates (CW 47486)

  • Prompt warning when using iMIS 20 (CW 47486)

  • Fix bug with Login control not accepting valid URL (CW 48242)

1.2.13

5/28/2015

Correct issue in donation reporting tables doubling amount when updating donor ID (CW 47486)

1.2.10

4/28/2015

Updated application to use new remote license process and remove depreciated dependencies

1.2.6

11/11/2014

Updated application to use new CSI login control and updated license process (CW 43505)

1.2.4

10/8/2014

Added informational message when updating Gift ID (CW 19423)

1.2.3

4/8/2014

Fix installer issues missing adodb library (CW 39240)

1.2.2

3/4/2014

Add ability to edit Check Number (CW 38535)

1.2.1

8/27/2013

Fix amounts updates on installment changes (CW 34632)

1.2.0

8/16/2013

Resolve OWNER_ORG_CODE updates for PAY journal type trans records (CW 34513)

1.1.1

8/5/2013

Fix the issue of login control Web Server URL (remove "/cs" or "/cs2") for iMIS 20

1.1.0

8/1/2013

Resolve issues with 1.0.17 installer (CW 33716)

1.0.19

7/11/2013

Apply Login Control support for iMIS 20

1.0.18

6/4/2013

Login Control displays new login icon and product version

1.0.17

5/22/2013

Integrate with new version of Login control

1.0.16

6/5/2012

  • Remove display of event donations (CW 26145)

  • Fix Sender Code updates for pledge installments (CW 24585)

  • Fix error "Data is Null" when selecting a record where the effective date is null (CW 24348)

1.0.15

10/31/2011

Fix error "Value cannot be null" when saving changes (CW 21503)

1.0.14


  • Add split gifts updates (CW 19341)

  • Add new search criteria: distribution, appeal, campaign and fund (CW 21355)

1.0.13


For application to run in 32 bit mode

1.0.12


Fix loading selection of Tribute Message display (CW 13799)

1.0.11


Update CSIUtil.DLL to version 1.1

1.0.10


Fix installment date updates when using the +/- buttons

1.0.9


Fix listing of Pledges when AR transactions reference an activity (AutoDraft bug)

1.0.8


Fix overflow error on large number of recipients

1.0.7


Add support for pledge installments update/delete/insert

1.0.6


  • Fix support for split gifts

  • Add custom activity type FREASE creation for change log

1.0.5


Update library file CSIUtil.DLL with Connection String improvement

1.0.4


Add support for fund and distribution codes change

1.0.3


Fix soft credit requiring fund raiser type to be defined

1.0.2


Fix retrieval of gift information

1.0.1


Fix retrieval of gift information