The following have been deployed in this release.
1. CharityEngine (released on 09/25)
CharityEngine
| ID | Work Item Type | Title | APP |
| 43863 | Feature | User Interface Enhancement: Extended Field Display We’ve expanded the display width of certain fields so longer entries, like event ticket names, are fully visible without needing to move your cursor to the right. This update makes reviewing and managing data easier and more efficient. |
CharityEngine |
| 43852 | Feature | New “Total Amount” Filters in Send Statements Screen We’ve added Min Amount ($) and Max Amount ($) filters to the Send Statements screen (Transactions > Transactions > Send Statements). You can now filter statements by total contribution amount within a specific time period to quickly find the records you need. |
CharityEngine |
| 43890 | Feature | New “Duplicate” Option for Volunteer Posts Save time creating new volunteer shifts or opportunities with the new Duplicate option. From the three-dot menu, select Duplicate, adjust the time and date, and your new volunteer post is ready. |
CharityEngine |
| 43853 | Feature | County Field Added to Volunteer Query The County field is now available in Volunteer queries, making it easy to segment and report on volunteers by county. |
CharityEngine |
| 43876 | Feature | New “Auction Item” Token in Auction Winners Workflow You can now include the Auction Item token when emailing winners directly from the Auction Winners screen (Events > Auctions > Winners). This new dynamic field inserts the name of the winning item into your message—making it easy to send personalized congratulations and follow-ups. |
CharityEngine |
| 43827 | Feature | Auto-Configured Organization Details for New Accounts New CharityEngine clients will now have their organization email, phone, and address automatically configured in Account Settings (Configuration > Account Settings), simplifying setup and speeding up onboarding. |
CharityEngine |
| 43900 | Feature | Change Log for Custom Fields Change Log functionality now includes custom fields, giving admins full visibility into when and by whom custom field data is updated across the organization. This enhancement strengthens data oversight and audit tracking. |
CharityEngine |
| 43887 | Feature | New “Sustainer” Filter on Initiative Actions Report You can now filter conversions by Sustainer status (Yes/No) in the Initiative Actions listing screen. This makes it easy to see which converted donors became monthly sustainers versus one-time givers—offering clearer insights into campaign performance. |
CharityEngine |
| 43866 | Feature | Advocacy Action Log Report Enhancements The Advocacy Action Log Report Builder now includes additional fields—Action Name, Contact Name, Representative Name, Custom Target Name, and Target Method Name—allowing you to create and export more detailed, insightful reports. |
CharityEngine |
| 43862 | Feature | Access Initiative Settings Within Query Builder You can now access Initiative Settings directly from the three-dot menu inside a query—previously only available from the Query Listing screen. These settings let you, making campaign management faster and more intuitive. |
CharityEngine |
| 43870 | Feature | Description Field Added to Transaction Query The Description field is now available in Transaction queries, allowing users to search and filter results based on text within the description field for faster, more targeted reporting. |
CharityEngine |
| 43857 | Feature | Option to Bulk Update “Solicit” Preference via Importer You can now bulk update contact Solicit Preferences using the import tool, making it faster and easier to manage preferences across large contact lists. |
CharityEngine |
| 43848 | Feature | CRM Screen View Logging Performance Improvements We’ve optimized the CRM Screen View Log Query for faster load times. This query helps admins see which users are viewing records and what screens or information they’re accessing—now with results generated more quickly. |
CharityEngine |
| 43808 | Bug | Creating Event Registration Does Not Load Sessions | CharityEngine |
| 43895 | Bug | Single-line address not working intermittently | CharityEngine |
| 43893 | Bug | Activity Participants Not Adhering To Pagination | CharityEngine |
| 43904 | Bug | Creatives - Error Upon Image Upload | CharityEngine |
| 43838 | Bug | New User Access: Receiving Your account requires additional verification to log in, but we do not have valid contact information on file. | CharityEngine |
| 43901 | Bug | Account Context Switching Broken | CharityEngine |
| 43912 | Bug | "Pause" Capability on Sustainers - Unable to Save | CharityEngine |
| 43914 | Bug | Import Fields & Templates Not Populating Fields in Automation & Workflow | CharityEngine |
| 43896 | Bug | Sustainer Import Stack Overflow Error | CharityEngine |
| 43902 | Bug | In-Kind Make/Model Field Only Allows 4 Characters | CharityEngine |