The 5.0.20 release notes include detail about updates to the following areas of Team Approach:
  • Account Management
    • Account Activity Entry        
    • Address Entry
    • Classification Entry
    • Create New Account
    • Find an Account
    • Merge Duplicate Accounts
    • Merge Processing
  • Events Management
    • Registration Entry
  • Gift Management
    • Batch Detail Entry
    • Batch Detail Report
    • Batch Summary Entry
    • Benefit Auto-Renewal
    • Charge Processing
    • Create Adjustment Batch Procedure
    • EFT Processing
    • Post Gift Batches Server Form
  • Marketing and Solicitation
  • Planned Gift Information Entry
  • Queries and Output
    • Query and Output Processing
    • Query and Output Schedule
  • System Management
    • Team Approach Listener
    • Uploads and Downloads
    • Account Data Upload
    • Acquisitions Upload
    • General Ledger Download
    • Source Upload Report
    • Upload Account Reconciliation Screen
 
Please contact TA Support or your account manager if you are interested in upgrading to Team Approach version 5.0.20.