Automatic Currency Conversion

Now, you can effortlessly manage forms and workflows with users around the world, regardless of their preferred local currency. With this enhancement, you have the power to set up rules, logic, and automations based on your chosen currency, making your tasks more seamless and efficient.

Here’s how it works: as an admin, you can define rules and thresholds, like “if the gift value exceeds 50 GBP, send to ‘Needs Review’ status.” Meanwhile, end-users, located globally, can input amounts in their local currency, such as USD, and our system will perform real-time currency conversion to GBP, ensuring accurate and consistent data across the board.

Automated email notifications to users named in lookup fields

You can now set up an automation action to “Send Email” to the person named in the user lookup field, just like you can with the “Share with” action. For example, when a gift moves on to the next stage of approval, the line manager will receive an email notification, keeping them in the loop. This means that line managers are always informed and can take action when needed. Say goodbye to manual notifications and hello to a more seamless approval workflow with this enhanced user lookup field and email automation action!

Bug fixes

• Fixed an issue with setting a first time password on a new account.
• Fixed an issue with visibility logic where “Is not blank” didn’t work.