(2024-03-29) Version 3.0.8 is out.

• Fixed an issue with exporting from the pending list that could result in Excel not recognizing the file correctly. After additional testing, this same fix will be applied to the other pages with an export option.
• Engagements can now be exported as well.

(2024-03-02) Version 3.0.7 is out.

• Export to Excel fixed for Pending, Committed, Declined Investment, and Revisit pages.

(2024-02-24) Version 3.0.6 is out.

• The import function has been completely rewritten to be more stable. More improvements to come.
• Many minor warning messages have been resolved.

(2024-02-16) Version 3.0.5 is out.

• Fixed some display errors that could happen on Committed and Revisit pages.
• Faulty data that came in from a 02-12-2025 import has been reverted.

(2024-02-12) Version 3.0.4 is out.

• Importing prospects will now only attempt to update existing ones if they match the campaign you have selected.

(2024-02-02) Version 3.0.3 is out.

• Fixed issues with saving information for prospects in the Revisit section.
• Fixed issues with saving information for prospects in the Could Not Schedule section.
• The Bug Report feature is now live.
• Added confirmation popup when deleting prospects.
• Google Calendar syncing is ready to enable on a per-user basis. See the Help page for more information.

(2024-01-19) Version 3.0.2 is out.

• Clicking on the "Last update" text in the upper left now brings you to the change log.
• Searching by Contact Name, Industry Sectors, and Solicitor should now work properly.
• Fixed an issue where doing a "blank" search after searching for a specific result would not work as intended.
• The search dropdown now properly says "Relationships" isntead of "Leadership"
• On the "Pending" list, the Solicitor column now displays properly (was showing Staff instead).
• On the "Committed" list, the pledge form column now displays properly.
• The "Declined Investment" list will no longer display error messages if the list is empty.
• Fixed issue where "Current Campaign" listed in the upper right was incorrect if a logo had not been uploaded for the campaign.
• Addressed miscellaneous typos, warnings and errors.

(2024-01-04) Campaign Manager has been upgraded from version 2.0 to 3.0! We will continue to maintain and update it moving forward. Here are just some the additions:

• Increased stability & security across the board.
• More intuitive navigation and labels
• Ability to add Assistant information (name, phone, email) to prospects.
• "Leadership" renamed to "Relationships" where this was not already
• All users can now change their password without contacting an admin.
• Improved and fixed reporting functionality
• (admins only) Ability to upload and assign logos to campaigns.
• Added an engagement tracker tab for prospects
• More intuitive navigation and labels
• Ability to track Account Managers of Investors and Ownership of Prospects

TODO LIST:

• (new CM 3.0 bug) Working on fixing the Excel exports for Could Not Schedule and Declined Appointment. It does work on search results.
• Help page with updated instructions.
• Fix form validation when attempting to create a new prospect with the Organization field blank.