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2023 feature updates: LGL’s year in review

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2023 LGL feature updates


As 2024 gets into full swing, we wanted to share a look at changes our developers made to Little Green Light in 2023. Click any item to link to more details about last year’s feature highlights and updates.

2023 feature highlights

2023 integration highlights

2023 feature updates

2023 feature highlights

Addition of an external ID field for volunteer time entries


We have added an external ID field for Vol. Time entries. This is similar to the external gift ID field, which allows existing volunteer time entries to be updated. This field can help with imports by:

  • Avoiding the creation of duplicates
  • Allowing the update of volunteer time entries

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LGL data dictionary


“Re-send email” button now available for tribute emails


Tribute emails now have the same re-send functionality as other email types.

Tribute notification emails


Final adjustments to the new look and feel of Little Green Light’s updated user interface


Over the summer, LGL updated its look and feel, with new color options, spacing, and font updates designed to improve readability.

Xnip2024-01-22_11-43-27.png




New dashboard widget: Favorite Lists, including constituent counts


A new “Favorite Lists” widget is now available on the dashboard. This widget displays the top 5 constituent lists that you have favorited and links to the List page, the List detail page, and the search results for the list itself. This widget is not active by default, but you can add it to your dashboard by customizing the dashboard and selecting it.

Favorite lists in LGL


Forms: Addition of the ability to enable/disable Apple Pay and Google Pay for LGL forms using Stripe enhanced checkout


We have added the ability to disable both/either Apple Pay and Google Pay with enhanced checkout, so users who do not want to create a custom domain and have it verified can still use enhanced checkout.

LGL Forms enhanced checkout


Forms: Enhanced ability to pass preset values through to an LGL form


Previously, you could pass values through a link to a user in email or from a confirmation page that would pre-populate values in an LGL form. This has been enhanced to include the recurring gift schedule giving interval as a value that can be passed through.

Forms: Addition of the ability to edit data that was submitted through a radio button, dropdown, and checkbox type field


It’s now possible to edit LGL form submission data that was submitted through checkbox and other multi-line fields after the form is created.

edit fields in LGL Forms


Forms: Addition of “Pending Transfer” to daily digest email


We have added payments with a status of “Pending Transfer” (only applicable to ACH payments) to the LGL Forms submissions daily digest email.

Here’s where you can subscribe to the daily digest email:

Daily digest email


Forms: User interface in LGL Forms updated to improve accessibility


We have updated the user interface in LGL Forms to improve accessibility in the following ways:

  • Default font colors and weights are optimized to improve contrast and make it more readable for people with low vision or colorblindness.
  • All form fields are labeled so that screen readers can read them when a form field is selected.
  • Related fields are grouped with a legend for screen readers to read, providing context.
  • A title has been added to the required field asterisk and an attribute added to required fields for screen readers to alert users when a form field is required.
  • An alt attribute was added to theme logo images to enable screen readers to read the alt title for an image (rather than a potentially long, complex filename that provides no context).
  • Heading tags have been added to form titles and section headers to provide important navigation references for users of assistive technologies and to improve readability.
  • An attribute was added to instruct screen readers and pronunciation engines.

Forms: Admin/Gift Entry users are automatically added to LGL Forms


Any active team member who is assigned either the Administrator or Gift Entry role in LGL is also automatically added to LGL Forms as a user.

Forms: Conditional display for form fields based on donation frequency for recurring gifts


It’s now possible to cause form fields to display conditionally based on the donation frequency field in a donation form.

Conditional logic for recurring donations

Forms: Double the Donation integration


We are adding an integration with Double the Donation for LGL Forms users. This integration is currently available upon request. If you’re interested in using this feature, email us at [email protected].

Read more about this integration in our knowledge base.

Fix: Flex Importer creating duplicate addressee values for organizations


This is a highlighted fix. The Flex Importer was previously creating duplicate addressee values when organization data was imported. This has now been fixed.

2023 integration updates

The API now allows constituent searches to be restricted by constituent type


in the LGL API (Application Programming Interface), it is now possible to restrict a constituent search based on constituent type.

API search results can return “expanded” results to eliminate the need for subsequent requests


We have updated the API constituent search results so a requester doesn’t have to make subsequent requests to get the full data they need. We have added an “expand” parameter that allows street_addresses, phone_numbers, email_addresses, web_addresses, categories, groups, memberships, or custom_attrs to be fully included within the results returned. See the API documentation for details.

Ability to query via API for gifts by date created and gift query fields


The API now has the ability to query for gifts, including parameters to filter the query by date created. This is not restricted by constituent ID.

Expose tribute-related gift fields in the API


We have added the following tribute-related gift fields to the API:

  • Tribute Name
  • Tribute Hon/Mem Name
  • Tribute Dedication
  • Tribute Recipient Name
  • Tribute Recipient Salutation
  • Tribute Recipient Email
  • Tribute Recipient Address
  • Tribute Notification Template

Integration with Civic Champs volunteer software (beta invitation)


Civic Champs is now offering a monthly sync to get your volunteer data from your Civic Champs account into your Little Green Light account. (Note: This integration was updated to be fully automatic in January 2024.)

2023 feature updates

Ability to bulk edit appeal status from within an appeal


You can now bulk update the appeal status for constituents in an appeal from within the appeal itself. First select the constituents whose appeal status you want to update, and then click Bulk edit > Update appeals:

Xnip2024-01-22_11-58-31.png


Deductible amount now available in gift history report


The Constituent Giving History has been updated to include both a “Deductible Amount” column and a “Total” row at the bottom of the table for both the “Amount” and “Deductible Amount” columns. This is useful for providing deductible and total deductible amounts to donors.

Gift History Report


Ability to quickly clone a gift from the “Related Activity” section of a constituent record


It’s now possible to clone a gift directly from the “Related Activity” section of the constituent record by clicking Actions > Clone:

Gift cloning in LGL


Name field now required in related constituent lists


Previously, you could create a related constituent list without completing the “Name” field. This could cause confusion when looking at the List Manager page because only the source/parent name list was displayed.

Class year now displayed in phonathon call sheets


Previously, the General Phonathon and Alternate Phonathon report templates, when either was used to create a phonathon call sheet, were displaying only class years for constituents with the “Student” affiliation. Now these reports should show all class years with the type of affiliation in parentheses (e.g., “1992 (Student), 2010 (Parent)”).

Phonathon Report


Forms: Ability to limit matches by constituent type in webhooks custom integrations


The webhooks custom integration settings have now been updated to allow matching to be restricted by constituent type:

Webhook settings


Forms: Merge fields can now be added to redirect confirmation URLs


LGL Forms can now pass a variable from a form submission through to the confirmation URL for analytical or tracking purposes. Any merge field that can be used in a confirmation page or confirmation email can be used in this way. Here is an example of how you can set up your redirect using an LGL Forms merge field:

Email confirmation form


Annual Statements: Improved ability to fix and re-send failed emails


In Annual Statements, to better manage failed emails, we have added an “Edit email address” button next to “Resend email”.

Annual Statements: Addition of receipt numbers (mostly for Canadian accounts)


In Annual Statements, when Canadian Receipt Numbers are present on a gift, those receipt numbers will be displayed in a column within the Annual Statements table.

The post 2023 feature updates: LGL’s year in review appeared first on Little Green Light.
 
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