ServiceReef Release Notes

New Enhancements

• Hide Fundraising Section on Member Dashboard
  Organizations now have the ability to hide the “My Fundraising Progress” section from the participant dashboard. This gives teams more control over what information is visible to participants and helps avoid confusion for trips that do not require fundraising visibility.

• Max Participants and Available Spots Added to Opportunity Export
  Opportunity exports now include two new fields: “Max Participants” and “Max Available.” These additions help teams monitor capacity more efficiently.

• “Make a Payment” Button on User Dashboard Now Based on Raising Funds Requirement 
  The “Make a Payment” button on a participant’s dashboard is now displayed based on the financial setting, “Do registrants have to pay for or raise money for this opportunity?” This change ensures that participants can make payments even if the opportunity doesn’t allow public fundraising visibility. 

Support

• Fixed Weekly Update Email Job to Ensure Consistent Delivery
  An issue was resolved where some participants were not receiving their weekly update emails due to system memory errors. The process has been optimized to prevent these disruptions going forward. 

• Resolved Identified Security Vulnerabilities 
  As a result of recent ethical penetration testing conducted, a few security controls were put into place to reduce the chance where bad actors can get to unauthorized data or change user behavior.  These include, but are not limited to:

  • A vulnerability was identified allowing users to access personal information (PII) via a specific API endpoint. We have implemented tighter permission controls to ensure only authorized Admins and Coaches can access that data and maintain consistency throughout the platform.

  • An issue was found where attackers could lockout an existing account by changing usernames (no unauthorized access was granted, but the account could be disabled/locked via this method). This security gap has been patched to preserve account integrity.

• Addressed Performance on Background Processes 
  In continuing efforts to modernize our infrastructure and provide stability as more participants are sent this year, we updated several routine jobs and transitioned them to run in a new environment.  This change improves reliability and simplifies diagnostics for ongoing background processes. 

New Enhancements

• Session Management Update: Require Login After 30 days
  To improve security and prevent issues with inactive user sessions, authentication cookies now expire 30 days after login, rather than extending the expiration each time a user accesses the platform. With this update, users will be required to log in again every 30 days to ensure account security and prevent outdated session issues, such as applying for trips with inactive profiles. Additionally, when user accounts are merged, both merged users will be logged out and required to re-authenticate.

• Reference Task: Send Email Automatically
  There were situations when completing Reference Tasks where users had to manually click the "Send Email" icon after entering a reference's details, leading to confusion when emails weren’t sent. Now, when a reference's name and email are entered, clicking "Save and Send Email" will automatically send the reference request, making the process smoother and ensuring references are contacted without delay.

Support

• Fixed Ongoing and Repeating Trips Showing ‘Registration Closed’ in List View
  Addressed an issue where ongoing and repeating trips were incorrectly labeled as "Registration Closed" in the public Opportunities list view. Now:

  • Ongoing trips will show "Open Registration" unless the trip is marked as completed.
  • Repeating trips will display "Open Registration" if there is no registration deadline or will show actual days remaining if a deadline is set.
  • Long-Term trips will show "Open Registration" if there is no start date or registration deadline, ensuring clarity for potential participants.

New Enhancements

• Moving to Sub-Trip: Redirect Fundraising Page
  When a participant is moved from a parent ongoing trip to a sub-trip, their fundraising page will now automatically redirect to the correct trip. This prevents errors and ensures a smooth transition for participants who start fundraising before being assigned to a specific sub-trip.

• Auto-Complete Tasks Logic Rework
  The auto-complete functionality for template tasks has been refined. Previously, when one user completed an auto-complete task, it was marked as completed for all assigned users. Now, auto-complete applies only to the same user for future assignments, ensuring task completion content remains user-specific.

• Repeating Opportunities: Change Default Selection
  The default selection for repeating time slot opportunities has been updated. Instead of automatically enrolling participants in all available time slots, users must now manually select their preferred time slots. This change helps prevent accidental sign-ups for multiple dates, improving the user experience.

• Admins Can Now Add Internal Categories to Users via Member Modal
  Admins now have the ability to assign internal categories to organization members directly from the member modal. Previously, these categories were not accessible from the modal, requiring extra steps for management.

Support

• Fixed Group Settings Error After Name Change
  Addressed an issue where changing group names caused errors, preventing access to Group Settings.

New Enhancements

• Ensure Unique CaptureID for Payments
  Implemented a safeguard to prevent duplicate payments from being recorded when PushPay sends multiple responses with the same CaptureID or when the payment capture job runs twice. The database now enforces uniqueness for CaptureID entries.

• Change Validation on Payment Task Add ServiceReef TransactionID to Donations Export 
  The ServiceReef TransactionID has been added to the donations export, improving transaction tracking and reconciliation for organizations.

Support

• System Stability Improvements
  Identified and fixed several system errors that were causing occasional disruptions. These updates enhance overall reliability and ensure a smoother experience for users.

New Enhancements

• New Organizational Preference: Hide Pictures on Main Page for "People Engaged with ORG NAME"
  Added an option to hide participant profile pictures on the main organization and trip pages while still displaying participant counts.

• Change Validation on Payment Task Percentages
  Updated the validation for payment tasks to allow up to 105% of the target amount to accommodate scenarios involving net amounts and credit card fees.

Support

• Changed Task Assigned Notifications Timing
  Task reminder notifications will no longer be sent for trips that ended more than 30 days ago, reducing unnecessary post-trip communications.

• Performance Improvements
  Improved or re-engineered several elements that were impacting overall site performance, including:

  • Optimized long-running queries impacting performance on the Upcoming Projects and Project Tasks pages

  • Created a dedicated App Service for better resource allocation and future background job scalability

  • Improved database indexing to enhance long-term performance and stability

New Enhancements

• Add Tag (or "Role") to Team Participants
  Admins on enterprise-level plans can now create and assign custom tags or roles for team participants on trips. This feature allows the designation of roles such as "Team Leader" or "Non-Traveling" with optional color coding, making it easier to identify participants' responsibilities and roles within teams. Tags are also included in the API for comprehensive reporting.

• Change Personal Fundraising Email Images
  Updated the images in the Personal Fundraising Email template to enhance the visual appeal and align with current branding, ensuring participants have clear, engaging information about their fundraising pages.

Support

• Updated Team Admin Permissions to Allow Message Sender Templates
  Team admins are able to leverage the functionality in Message Sender to pull in previously created Message Templates when creating messages for their team participants.

• Opportunity Task Uploaded Files Not Pulled to Member Modal Files Tab
  Addressed a situation in which files uploaded by participants through opportunity tasks are now accessible on the member modal's Files tab, allowing admins to view these files alongside other user-uploaded documents.

New Enhancements

• Add 'Complete' Option to Repeating and Long-Term Trips
  A "Complete Opportunity" option has been added to the actions dropdown for Repeating and Long-Term trips, allowing admins to mark these trips as completed.

• Add Member Questions to Opportunity Reports
  Member questions are now available in custom Opportunity Reports, allowing admins to include these as fields in reports for enhanced data tracking and analysis.

• Add Ability to Hide Story Creation for Participants
  A new setting allows organizations to restrict participants from creating stories on specific trips, both on the user dashboard and the opportunity page, while maintaining story posting rights for admins.

• Add Org Setting to Disallow Recurring Stripe Transactions
  Organizations can now disable recurring donations for Stripe, allowing only single transaction donations to be made for participants.

• Org Setting for Ability to Cancel Trips on Dashboard
  Added a setting to hide the "I can’t make this" option on the user dashboard, allowing organizations to control the visibility of cancellation options for opportunities.

Support

• PushPay: Sync Cancelled Recurring Donations
  Improved the recurring payment sync to capture successful transactions even if a recurring donation was later cancelled, ensuring more accurate data capture.

• Change Default Coach View to Available
  The coach view now defaults to showing "Available" coaches first, with "Unavailable" and "Inactive" statuses displayed afterward for easier filtering and visibility.

• Project Task Assigned Notification Timing
  Updated the timing of notifications for project tasks to prevent alerts from being sent before an admin has completed the task setup. 

New Enhancements

• View All Member Tasks: Add Link to Members Page
  Coaches can now access all member tasks via a new "View All Member Tasks" link, which takes them to the "Tasks for Users I'm Coaching" tab

• Add Org Preference to Remove "Make a Donation" from Main Page
  Organizations now have the option to remove the "Donate" button from their main and opportunity pages through a new Org-level preference setting.

• Allow for Ongoing Trips to Show When Moving Users
  Admins can now move participants between scheduled occurrences of an opportunity, making schedule adjustments easier across repeating opportunities.

• Opportunity Reports: Add Timeslot to Opportunity Options 
  Timeslot data is now included in opportunity reports, allowing admins to see participants' scheduled times for recurring opportunities.

• Add Participant Name to View Schedule Page
  Participant names are now visible on the View Schedule page, with the first three names displayed and a "+ XX More" link for additional participants.

• Expanded the Visibility of Repeating Trip Dates
  Repeating schedules now display the next 60 occurrences, providing a longer window for participants to view and sign up for future dates.

Support

• Performance Improvements 
  Established a monitoring program to track overall site performance.  Improved several long-running queries including participant pages, opportunity pages, and user dashboard.  Continuing to monitor for additional gains/improvements. 

• Wrong Amount Raised on Member Modal Opportunity Card
  Corrected the calculation of the "Raised" amount on the member modal to exclude transactions with a status of "failed," ensuring it matches the participant's Donations & Payments section.

• Recurring Opportunity - Fixes
  Resolved issues with recurring opportunities: cancelled users can now sign up for another slot, and admins will only see participants for the specific timeslot rather than all participants.

New Enhancements

• Added Donor Address and Phone Number for Manual Donations
  Admins can now add a donor's address and phone number to manual or imported donations.

• Multiple Audiences Selection for Email Sender
  Admins can now select multiple audiences when sending emails, with automated de-duping of recipients.

• View Email Audience Members
  Admins can now view detailed recipient lists when sending emails, including audience roles and details.

• Email Templates for Org Admins
  Org Admins can create email templates for use by team admins, streamlining message creation.

Support

• PushPay Recurring Donations Issues Resolved
  Fixed an uncommon issue where some recurring donations were missing from the ServiceReef database.

• Improved Age Validation When Creating Profiles
  Fixed issues where age validation errors required re-selecting member information and passwords.

• Error Status Transactions - Consistency in Fundraising Progress
  Transactions with an "error" status are no longer counted towards a participant's fundraising progress.

New Enhancements

• PushPay: Capture/Expose PushPay Fund ID in SR API
  The PushPay Fund ID is now exposed in the ServiceReef API, aiding integrations with external systems.

• Create Org Setting: Minimum Age for Profile
  Organizations can now set a minimum age requirement for profile creation, with options ranging from 13 to 21, to ensure participants meet age criteria (default is 13, which is the current minimum age).

• Split Admin Rights for Team Admins
  Admin rights for team leaders have been split, allowing for separate permissions to "View Budget" and "Add Expenses," giving more granular control over access to financial data and actions within your teams/trips.

Support

• Update Daily/Sync Webjobs
  Daily and sync webjobs (i.e. things that run in the backgroune) were migrated to a new platform for more consistent performance and easier diagnostics.

New Enhancements

• Add Coaching Status: Inactive
  A new "Inactive" status for coaches has been added to address situations when coaches are deleted or marked inactive across organizations.

• Allow for Participant Import Directly in the Opportunity
  Trip Admins can now upload participant lists directly into a trip, simplifying the process without needing opportunity-level information.

• Add "Invite User to Complete Profile" to Actions Drop-down
  An option to "Invite User to Complete Profile" is now available in the Actions drop-down for Limited User Types within the opportunity participant list.

• Add Member Update to Audit Log
  Member updates by admins or users are now captured in the audit log, recording both the old and new values for enhanced tracking.

• DateLastUpdated - Expand SR Logic to All Member Actions
  The DateLastUpdated field now updates whenever any member profile information is changed, not just the main profile page, ensuring more accurate tracking.

• Payment API: Add CreatedDate and UpdateDate to Response
  CreatedDate and UpdateDate have been added to the Payment API response to facilitate integration with external systems like NetSuite for tracking changes.

Support

• Track Email Sender Messages Not Being Sent
  Fixed an issue where scheduled and immediate track email sender messages were not being delivered in QA and production environments.

• Percentage Payment Task Doesn't Count Imported Donations
  Fixed an issue where percentage-based payment tasks were not counting imported or manually added donations towards a trip's fundraising goal.

• Error When Clicking on Interests
  Resolved an error that occurred when users clicked on the "Interests" section if no interests were set up for the organization.

• Error When Accepting Coach Invitation
  Fixed an issue where existing users were unable to complete the coach invitation process when clicking the invite link to log in.