v1.15.0 Release Notes

  • CRM: Fixed an issue with rendering of Contact Information if Show Cell Phone Number First was changed.

  • CRM: Added new settings to the AccountEntry (New Account) block to allow attribute values to be supplied during new account registration.

  • Reporting: Fixed an issue with line graphs for Goal and Measure in metrics.

  • Event: Fixed issue with RegistrationInstanceWaitList block where Registrant information was not showing in waiting list Grid.

  • Finance: Fixed issue where an orphaned FinancialPaymentDetail record could be left behind when the PaymentInfo on a scheduled transaction or saved account was changed.

  • API: Fixed issue in LaunchWorkflow and Lava webhooks where a duplicate cookie name would cause an error.

  • CMS: Fixed an issue when searching content collections on an attribute with whitespace.

  • Reporting: Updated the MetricDetail block to properly save attributes when creating a new metric.

  • Lava: Added new options to the Entity Command to prefetch (defaulted to on) attributes. This will significantly improve Lava templates using entity commands that then display attributes from those entities.

  • Event: Fixed issue with export calendar feed function not displaying Occurrences that are copied/edited from existing Occurrences.

  • Finance: Updated the internal Registration Detail block so it only supports payments "hosted" gateways. If using the NMI Gateway the tokenizer key will need to be set.

  • CMS: For use with Personalization, updated the Request Filter block with a new Environment section, and updated the filter logic.

  • CRM: Added new properties and defined types for capturing race and ethnicity as needed on person profiles.

  • Workflow: Added new workflow action to enable adding new groups to Rock.

  • Workflow: Added new workflow action to update a persisted dataset.

  • CMS: Add UTM variable tracking to short link usage.

  • Communication: Updated communication mediums to support security. This allows restricting who can SMS, Push Notify and/or Email individuals.

  • Workflow: Fixed issue with WorkflowEntry block where Activity Attributes were not visible when workflow is not persisted.

  • Finance: Fixed an issue where genderless profile pictures would appear in the benevolence request filter block in cases where the person has a defined gender but no profile picture.

  • CRM: Updated profile page tags to allow tags to appear with the correct user defined color.

  • Core: Fixed formatting issues when using 'Paste from Word'.

  • Core: Updated Duplicate Finder procedure to include Persons matched by PhoneNumber but with unknown gender(s).

  • Event: Fixed an issue in the Obsidian Registration Entry block where an NMI gateway would get a "Billing Information Missing" error if the registration costs were only from fees.

  • Connection: Added the ability to view connection request attributes on the cards when in board view.

  • Core: Fixed issue with TagReport block not allowing sorting by TaggedDate.

  • Core: Updated theme files to include user added CSS after the files provided by the theme.

  • Communication: Improved the SMS Conversations feature adding a new message filter option to the block.

  • Finance: Modified the GivingAutomation processor to consider same-day transactions as a single giving event when calculating giving frequency.

  • Lava: Fixed the Content Channel View block (and others) to correctly remove Lava shorthand comments from displayed content.

  • Reporting: Added a Maximum Field setting for Report Fields that support long text values.

  • Reporting: Updated the Calculate Metric Job to replace only the Measure Metric on sourcing the data from SQL.

  • Reporting: Fixed 'Group' Data Views to return Child Groups that are inactive.

  • CMS: Added passwordless authentication block for use with websites.

  • Communication: Updated SMS Phone Numbers to use new model instead of Defined Values.

  • Lava: Fixed some Lava blocks to correctly process parameter values containing embedded Lava.

  • Reporting: Updated the "Financial Scheduled Transaction View" data view filter to allow the inclusion of individuals in the same giving group.

  • CRM: Fixed the Person Following List block to correctly show all followings linked to Person records.

  • Core: Fixed Rock's API Docs page to work with Rock instances that exist behind a 'reverse proxy'.

  • Lava: Added a new Lava filter to render structured content (RenderStructuredContentAsHtml).

  • CMS: Updated Personalization Segment Detail block to allow filtering Page Views by URL or Referrer.

  • Reporting: Added new data view filters to allow finding people based on their first attendance in groups or group types.

  • Core: Updated the RockUpdate block and added an administrator checklist item to account for ending support of SQL Server 2014 and Legacy Lava in a future version of Rock.

  • Mobile: Added the Communication Entry block, providing a way to send email and SMS communications to a list of recipients.

  • Core: Added new avatar feature to Rock to create more feature rich icons to represent individuals in the database. See: https://community.rockrms.com/styling/components/avatars for details.

  • CRM: Fixed a bug where moving a phone number to a different phone type does not save.

  • CMS: Added support for some multi-value attributes to content collections.

  • Mobile: Improved the Group Member List block, added a variety of filters, new default template and the ability to generate entity sets.

  • CMS: Added support for custom Lava fields in content collection sources.

  • CRM: Updated Person Group History block to add the ability to switch views between Year and Month.

  • Finance: Fixed issue with AccountPicker "Select All" not selecting child accounts.

  • Finance: Update to work around invalid XML from NMI query API.

  • Group: Added settings to the new "Send Group Attendance Reminders" job to allow for sending reminders closer to the time of the attendance occurrence.

  • Mobile: Improved the Search block by adding auto-search, scroll to load more, historical search items and performance improvements.

  • Reporting: Added the ability to persist data views on a schedule to allow finer control over when they are run.

  • Group: Updated Group Member List block to show 'Met' requirements correctly.

  • Group: Added new Sign-ups feature for managing and allowing people to sign up for various short-term serving projects, teams, etc. that may have space/slot constraints.

  • Finance: Added registration instance details to financial transaction summary for registrations performed via the internal Rock site to help reconcile transactions.

  • Finance: Added the ability for financial accounts to be set to whether transactions within it are Shown in the Giving Overview Block.

  • CMS: Added rate limiting functionality to CMS Pages.

  • Core: Update to ensure the correct group is shown when the Group Tree View is loaded.

  • Lava: Fixed the Parents and Children filters to exclude peers.

  • Group: Updated the group attendance detail block to save in real-time with an updated user interface.

  • Finance: The UtilityPaymentEntry block has replaced the TransactionEntry (v1) block and now requires a "Tokenization Key". See https://community.rockrms.com/connect/ending-support-for-legacy-financial-gateways for the announcement with link to instructions.

  • Event: Added a delete confirmation modal to Event Occurrence.

  • Check-in: Fixed reprint labels with check-in by phone number so that people with the “can check-in" relationship appear.

  • Group: Update AttendanceHistoryList to check for null Groups.

  • CRM: Fixed attributes to not overflow the block on the Person Detail pages.

  • Communication: Fixed the Personalized Communication History block to correctly apply view security for merged Person records.

  • Finance: Fixed a bug with data on the TransactionList block.

  • Finance: Added the ability to have actions on the Business Detail block.

  • Core: Fixed Group List Block Root Group not being set.

  • Core: Fixed issue where Obsidian Defined Value fields would show blank names or GUIDs when set to display descriptions and no descriptions exist.

  • Reporting: Added new block that shows high-level "Insights" statistics about people in the Rock database.

  • CRM: Added a Reminders Feature. See the Reminders section in the Person & Family Field Guide for details: https://rockrms.com/documentation/bookcontent/5#reminders