We are very excited to let you know about some new additions to the Keela system!
Many of these additions were from customer requests (thank you!), so keep your great ideas coming! If you'd love to see a new tool in the Keela system, always feel free to let us know via the Product Portal - we're always listening!
Contacts
Contact restoration - Whoops, did I just delete that contact?! 😱 No worries - we've added contact retsoration abilities in your Organization Settings. Administrators can now review contact deletions and Restore any contacts that are still needed back to your account. Learn more here
Ability to sort Cumulative Columns
Want to see the highest donor this year or for all time? You can now find this information easily by sorting cumulative columns in your contact overview!
Included are the following:
- Total donations
- Average Donation
- Donations Last year
- Donations this year
- Total Transactions
Ability to sort Custom Field columns - Adding more flexibility to how you view and sort your contacts, we've released the ability to sort your Custom Field columns.
Filters and Reporting
Filtering with and/or logic - Choose exactly what logic to use with your filters! Currently, all filters are combined with 'and', so the data must satisfy all filters in order to appear. If you've been hoping to find data that matches 'any' of the conditions, we now have you covered!
In the below example, any contacts that have the tag Christmas Fundraiser OR 2016 Gala Attendee will be included in your list!
Filter for Gift Type - Want to filter and report on more than just Money transactions? We've got you! Gift Type has now been added as a filter.
Filter transactions from another currency - More filters?! You've got it! We have also added a filter to easily see transactions converted from another currency.
Fundraising
Receipt Passwords - you now have the option to generate a receipt password for all receipts sent via Keela. Toggle on this option in your Receipt Details settings and every receipt sent from Keela will be password protected, with the password available on the transaction record for you to email to the contact separately. Each password is unique to a contact, so we've also added {{receiptpassword}} as a Smart Code, so you can easily email your contacts the password in a separate email.
New column for Original Currency - Now that you can filter on original currencies of foreign exchange, you'll also want to see the Foreign Currency in a column, so we've added this as well!
New currency dropdown added - Typos no more! When logging a transaction from another currency, we now provide a dropdown so you can conveniently select the currency of your choice.
Automated currency conversion - No need to look up exchange rates! If you are logging a foreign currency, Keela will now suggest an exchange rate straight from the European Central Bank. If you prefer to use your own, just remove the recommended Total Amount of Gift and enter your own.
Forms
Toggle for Social Media Sharing - You may not want the option for contacts to 'share' completing a form on social media for all forms, so we've added a toggle to remove this on the Thank You page. Learn more here.
Memberships
Remove Membership Confirmation Email - Previously you were able to confirm if a transaction receipt should be sent to a contact when subscribing the contact to a membership but this option wasn't available for the confirmation email. We have now added the option to remove the confirmation email as well! This will be handy for logging historical memberships with Keela.
That's all folks! Enjoy the new release!