(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 Pending/Committed/Declined etc pages. It does work on search results.
• Help page with updated instructions.
• Ability to export Engagement entries to Excel and/or printable export.
• Fix form validation when attempting to create a new prospect with the Organization field blank.
• Pending: We're considering more uniform search results instead of the tables changing per search type.