ServiceReef Release Notes

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.

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

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.