Release Notes Week of 04.21.2025

The following have been deployed in this release.

1. CharityEngine (released on 04/22)
2. Peer to Peer (released on 04/24)
3. User Center (released on 04/24)
4. Shopping Cart (released on 04/25)

CharityEngine
ID Work Item Type Title APP
43534 Feature New “Copy Payment” Option on Transaction Detail Screen
A “Copy Payment” option is now available under the Manage menu for credit card transactions. This makes it easier to process multiple transactions, like a donation and a membership renewal, by reusing payment details without re-entering them. It streamlines workflows and saves time. 
CharityEngine
43560 Feature Clear Change Log Filter for Constituent Portal Updates
You can now easily track when constituents update their information through the portal. The “User” filter on the Change Log screen now offers the label “None” to identify changes made by non-admin users. 
CharityEngine
43371 Feature Search Existing Images from WYSIWYG Editor
When inserting an image in the WYSIWYG editor (for emails or other creative content), the insert image dialog box now includes a shortcut to search your existing media library. This update makes finding and reusing previously uploaded images easier without needing to upload them again. 
CharityEngine
43550 Feature Tooltips and Dynamic Titles Added to Create Transaction Wizard
When entering a transaction, users can now hover over the Payment, Pledge, or Sustainer options to see tooltips explaining each type. Once selected, the screen title will adjust to match the chosen transaction type, making the process clearer and more intuitive.
CharityEngine
43554 Feature Message Type Filter Added to Outbound Messages Report
The Outbound Messages Report (Reports > Campaigns) now includes a message type filter, allowing you to view Email or SMS activity separately. This makes it easy to track how many emails or texts you’ve sent in a given month. Previously, this report only included email data. 
CharityEngine
43434 Feature Improved Volunteer Time Entry in Event Modals
We’ve enhanced the volunteer time entry workflow to make entering and tracking hours easier. From the Event Volunteer tab, you can now quickly log hours by clicking the three-dot menu next to a volunteer’s name and selecting “Enter Time.” Logged hours will automatically appear in the Time tab for easy reference. 
CharityEngine
43551 Feature Create Contact UX Enhancements
We’ve made several improvements to the usability of contact records and contact creation workflows. For example, the Additional Actions menu now lets you copy addresses between a contact, household, and organization. The Solicitor field allows you to assign an existing solicitor or quickly create a new one. And the Household Members tab now supports editing and deleting members. These updates reflect user feedback and are part of our continued effort to make the contact record more intuitive and efficient. 
CharityEngine
43355 Bug Media Library Browser Modal Search Long File Name.
CharityEngine
43483 Bug Assigning sustainer upgrade to campaign initiative.
CharityEngine
43180 Bug GL Pivot report drill down - not carrying over filters.
CharityEngine
43569 Bug Filters are not applied to the Matching Gift>Transactions report.
CharityEngine
43514 Bug The contact name displayed on the invoice is inconsistent.
CharityEngine
43521 Bug Editing Profile Phone Number Overwrites Contact Info.
CharityEngine
43518 Bug Copy To Members On Household Record Omits Solicitor Setting.
CharityEngine
43586 Bug The space in between commas when manually entering multiple emails, is failing to send to all addresses.
CharityEngine
43578 Bug UI/UX Enhancements Transaction Acknowledgement Modal.
CharityEngine
43589 Bug Hide Hierarchical Rows In Report Causing Browser Crash. CharityEngine
43538 Bug Charge Button for Pending Transactions Not Working on the Payment Tab.
CharityEngine
43505 Bug Transaction Listing Screen: UI for Fraud Processing Results.
CharityEngine
43395 Bug Loading the Saved Screen Report Does Not Populate the Saved Keyword Search.
CharityEngine
43282 Bug Fraudulent Transactions Pulled into Declined Payment Attempt Communication Series.
CharityEngine
43595 Bug Custom Field Configuration Export.
CharityEngine
43303 Bug Send Statement advanced filters (Receiving email and mail, Show deceased ) are not working.
CharityEngine


Peer to Peer
ID Work Item Type Title APP
41762 Feature Public-Facing P2P Donation Comments.
Donors can now add a comment when contributing to a P2P fundraising page, and it will display alongside their online donation. This feature adds a personal touch, encouraging peer engagement and showing visible support for the fundraiser’s cause.
Peer to Peer
43568 Bug P2P Top Fundraisers Widget is Not Displaying Current Personal Page Total Amounts. Peer to Peer
43379 Bug Registering For P2P. Peer to Peer
43516 Bug Inconsistencies for badge(s) display on the contact card, when searching for personal P2P pages.
Peer to Peer

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