Release 4.6.5 - May 10, 2023

Release 4.6.5 - May 10, 2023

What’s new

Brand New Dashboard!

In this release, we updated the dashboard design, to give you a better user experience, a more visually appealing interface, and the ability to select which dashboard modules matter most to you.

Here are more details about the new dashboard:

Improved Design

We gave the Dashboard interface a sleek new look and fresh colors!




Choose Your Dashlets

This release now gives you the option to choose the Dashlets you would like to see in your dashboard, so you can see the information that’s important to you. You can also rearrange the order and set up your own Dashlet groups.



You can also collapse and expand Dashboard Groups by clicking the arrow beside the Dashlet group names.



More To Come

This is just beginning! We have more improvements planned for the dashboard, including creating new dashlets, adding options for graphs, and much more. 


Do you have ideas that would  make your dashboard even better?  


Send us your thoughts and feedback by contacting us using  product@silentpartnersoftware.com.

In this release, we moved several modules from the Specialized Area to make the menu more organized and the things you need easier to find.



  • Prebuild Case Management Modules are now available under Case management. 

  • Modules that we develop specifically for your nonprofit will now be listed under Custom. 


And the extensions that we have available for specialized needs will remain under Specialized.


More Deduplicate Enhancements

Our release last month with deduplicate enhancements has received lots of positive feedback and suggestions! We thank everyone who sent feedback and suggestions.

In response, we released a couple more updates, including:

Improved Organizations And Households Handling

In this release, we updated our deduplicate feature to recognize if a Contact record is an Organization or Household, and modified the logic to exclude these contacts from being identified as possible duplicates to individual Contact records.

Updated Instructions

We also updated the instructions on the deduplicate review screen to more clearly explain how to select a subset of the contacts suspected as duplicates to review and merge.


Updated Logic

In this release, we also made adjustments to the deduplicate logic to prevent customers from getting  too many false matches.


The updated logic now reviews contact records for:

  • The same phone numbers across all phone number fields and suspects exact matches as duplicates

  • The same email address across all email address fields and suspects exact matches as duplicates

Additionally, Contact records can also be suspected as duplicates if meet three of the following conditions.

  • If the last names are the same or are off by one character

  • If the first names are the same or off by three characters, or if the first three characters match

  • If the City is the same or off by one letter

  • If the phone numbers across all phone number fields are off by just one character

  • If the email address across all email address  fields  are off by just one character

Reminder: Individual records and Organization/Household records will not be suspected as duplicate records.


Performance Improvements

We also updated the Deduplicate auto search to pause once 100 instances of suspected duplicates have been found to help improve performance.


This update will give customers a more manageable list of duplicates that they can review and clean up.


More To Come

We have more improvements planned for our deduplicate feature and look forward to releasing these improvements to you!


Do you have other ideas to make the deduplicate feature even better? 


We would love to hear your feedback about the changes made in this release. Please let us know at product@silentpartnersoftware.com 





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