Neon CRM Release Notes - June 7th, 2025

- Fixed an issue with the QuickBooks Online integration where duplicate invoices were created when a synced pledge had a pledge payment including Donor Covered Fees. - Fixed an issue where volunteer shift times displayed incorrectly on mobile devices using Safari. - Fixed an issue where reCAPTCHA appeared twice on Email Newsletter Subscription Forms. - Fixed an issue where membership term length was unexpectedly updated when an incoming account with an installment membership was automatically merged into an existing account which also had an installment membership. - Fixed an issue where accessing a volunteer form through an email with Email Link Authentication enabled provided full access to the Constituent Login Portal. - Fixed an issue where the QuickBooks Sync Date field was populated for transactions included in failed syncs. - Fixed an issue where workflows with conditional triggers could trigger multiple times after accounts were merged. - Fixed an issue where Date type custom fields could be entered with different formats on forms, causing validation issues when editing the resulting records as a user. - Fixed an issue with the import manager where imports could fail if more than 50 columns were mapped. - Fixed an issue where the Update Account Field action did not work as expected in workflows. - Fixed an issue where QuickBooks categories containing special characters could not be imported when configuring the integration. - Fixed an issue where attempting to super delete an account could result in an error if it included an event registration linked to a non-account household contact. - Fixed an issue where updating accounts' zip codes via Bulk Edit or Delete Accounts tool could prevent those accounts from being captured by Duplicate Scans. - Fixed an issue where hidden, pre-selected account fields on forms did not populate for logged-in constituents. These fields will now populate unless there is existing data present on the account. - Fixed an issue where slow network speed could cause duplicate actions to be added in the workflow editor. - Fixed an issue where the Tender Type output column in the Event Registration Report was not accurate for event registrations with multiple payments. - Fixed an issue where accounts with names containing apostrophes encountered issues when editing membership directory profiles. - Fixed an issue where the font color for pop-up form buttons did not update after changing the main button color. - Fixed an issue where legacy donation forms could not be published via their associated fundraising campaign page if they had been previously archived. - Fixed an issue where the Advanced Search became unresponsive if it had previously timed out in the same browser session. - Fixed an issue where an incorrect message appeared when attempting to delete some Themes. - Various behind-the-scenes bug fixes, security updates, and performance enhancements. - Various wording fixes and revisions.