Tip: Admins! In the database view, you can set security group rights to gifts from Administration, Security.

Also, when you work with a constituent’s full timeline, the lists of small groups and classes they’re associated with now appear in alphabetical order. Previously, they were listed chronologically.

Under Membership statuses, you can now:

• Export the graph as an image in JPEG or PDF format. You can also export the data as a comma-separated values (CSV) file.

• Define which membership statuses — such as regular attenders and visitors — to include. To choose which statuses appear in the graph, select Select statuses.

• Create a list of people with a specific membership status, such as all prospective members.

For more information, see Membership Statuses.

Receipts
You can now create custom email templates for your gift receipts to ensure that they match your church's tone and branding. Create multiple templates to deliver unique receipts for different kinds of gifts, such as gifts over a certain amount or for gifts donated to a particular fund.

From Gifts, Gifts receipting, select Receipt templates. Then select New template or select Edit from the menu of an existing template. To edit the template's content, select Open email designer and add your own images, logos, signatures, wording, and any of the new merge fields.

To use an email template, from Gift Receipting, select one or more gifts that you want to send receipts for, then select Email receipts. Choose one of your receipt templates and select Send. For more information, see Receipt templates.