What's New

The new tabbed layout puts everything you know about a constituent within one click. It’s faster to load, easier to navigate, and built around the way you work.

• Find what you need, fast. Giving, Actions, Notes, and more each have their own tab, so you can go straight to the information you need instead of scrolling through one long page.

• Get to work sooner. Records load only the tab you’re viewing, so pages open quickly even for your most active constituents.

• Edit with fewer steps. Common updates take fewer clicks, so routine changes are quicker.

• Pick up where you left off. When you move between records, your tab stays put. If you’re reviewing Giving for a list of donors, each record opens to Giving.

Admins can opt in to the new tabbed view as the rollout becomes available to your organization.

Once you opt in, you can’t switch to the previous view.

Refer to the blog post for additional information.

If you use database view Export to get one row per constituent, you can now do that work in web view with more control.

Query results can appear in one of two layouts. Layout controls how a record and its related data appear in your results.

• Multi-row layout: Returns one row for each related value, so the core record information repeats on separate rows. All queries created in database view use this layout.

• Single-row layout (new): Returns one unique row per record, with related values in additional columns.

Single-row layout means you won't have duplicate rows to clean up. Filter and sort by any field under a node to get exactly the data set you need.

Because single-row layout is part of Query, your results go further:

• Use them in query merges to combine and refine lists.

• Open records directly from your results to review or act on a constituent without exporting first.

Build your list, check it, adjust it, and use it, all in one place.

Coming soon: The Export migration tool is in progress to help move your existing Exports to single-row queries.

Spend less time switching between web view and database view. Web view Query now includes dozens of fields and nodes that many organizations rely on in database view Export, giving you more flexibility to build and run your queries in web view.

Build constituent, gift, action, and participant queries with more detail behind your results. Select the new fields and nodes on Criteria, Output, and Sort to find the right records, show useful details in your results, and organize them the way you want. You can use them in both single-row and multi-row layouts.

In multi-row layout, look for the cloud icon to identify the new fields and nodes. Because they're available only in web view, run queries that include them in web view. To explore the new options, see Query Fields Available Only in Web View.

In this update, when reviewing upcoming scheduled engagements, you can manually reschedule individual engagements to your preferred date. Note that any restricted dates your organization has entered will still be respected.

We've trimmed down the onboarding steps from an 8 tier process to 5. Users will now see a new Getting started checklist from the Dev Agent homepage that helps guide AFG customers through the process. Not only does this help reduce the time to activation, but it is intended to provide a clear and visible sense of progress. The five steps include assigning 10 constituents, reviewing 5 messages, manage your assignment criteria, assign 50 constituents, and then finally enabling automatic assignments. Each step is worth 20%, reaching a maximum of 100% when fully completed. Please note that Step 3 needs to be completed before Step 5.

For more information on this new onboarding flow, please see our documentation.

Make recognition reflect the value your organization counts for planned gifts. When you include Planned Gift as a gift type on the Rules tab of a recognition program, you can now choose which amount qualifies those gifts: Gift amount (the default), Receipted amount, Remainder value, or Net present value.

The amount you choose determines qualification and Total Qualified Giving in test results, the recognition list, and program summary metrics.

Existing programs that include planned gifts keep using the gift amount until you change the selection and resave the program.