New features - v5.0.22 (video)

00:00: Discover what's new in version, five zero twenty-two. This version focuses, on the

00:07: customer record, and your day-to-day work.

00:10: In the clients section, the first iteration of AI assisted search allows you to

00:14: perform searches using natural language.

00:17: To begin, the assisted search, click on search assistant in the text box, enter what

00:23: you are looking for, in your own words.

00:25: This example, is intended to find donors from Victoriaville, who have donated more than $1,000.

00:30: 1,000.

00:33: This example, is intended to find donors from Victoriaville, who have donated more than $1,000.

00:38: 1,000.

00:38: When you have finished entering the query, click on "Submit."

00:42: Once the request has been processed, it is possible to view the filters used by the

00:47: artificial intelligence.

00:49: In this example, the city contains "victoriaville," and the lifetime cumulative amount is

00:54: greater than 1,000.

00:56: It is now possible to export management grids to Excel, or CSV format.

01:02: The export will respect a manual selection, a filtered result or a complete list.

01:11: Characteristics are now available in the clients, and transactions sections.

01:16: It is possible to add a characteristic, or a group of characteristics.

01:21: In this example, documenting marital status.

01:24: Exemple caractéristique sur

01:27: l'état civil.

01:27: Cliquez sur le bouton Cancel pour annuler l'ajout de caractéristique.

01:34: Alerts are now displayed During certain actions in the clients or transaction

01:37: sections.

01:39: It is a good way to bring important information to the user's attention.

01:46: It is now possible to add simple campaign forms via a creation assistant.

01:51: The focus is placed on information that changes regularly from one form to another;

01:55: such as the choice of occasion,

01:58: activity

02:00: commitment,

02:04: and payment methods.

02:08: Then,

02:10: customize your thank-you emails and your visual design.

02:18: Finally publish your new form.

02:22: finally the support center is now, accessible directly via new help button allowing

02:27: you to easily access documentation or submit support requests

02:36: We hope this new presentation of the updates has helped you fully discover version

02:40: five zero twenty-two.