The following have been deployed in this release.
1. Web Forms (released on 02/27)
2. CharityEngine (released on 02/27)
3. Public API (released on 02/27)
Web Forms
| ID | Work Item Type | Title | APP |
| 43149 | Feature | Free Event Ticket Web Form Enhancements Our event forms now support $0 value event tickets. When an organization assigns a $0 value to an event ticket, the web form will dynamically adjust to hide the payment information block, streamlining the registration process for free events. |
Web Forms |
| 43230 | Feature |
Enhanced Online Pending Transaction Message |
Web Forms |
| 42884 | Bug | Auto-Created Invalid Relationships | Web Forms |
| 42961 | Bug | Form Field Validator Storage | Web Forms |
| 43411 | Bug | Web Forms will display Website.Category.Name in the Header. | Web Forms |
| 43289 | Bug | Web Form Clear button will throw the error. | Web Forms |
| 42934 | Bug | Apple Pay button showing on forms that do not support Credit Card transactions | Web Forms |
| 43349 | Bug | Minimum Donation Amount Improved Enforcement for Online Forms | Web Forms |
| 43418 | Bug | Custom Question Alignment on Online Forms | Web Forms |
| ID | Work Item Type | Title | APP |
| 43374 | Feature | Sync CharityEngine Calendar & Receive Activity Notifications You can now sync your CharityEngine calendar with your preferred email calendar using the Sync Calendar feature under People > Activities > Sync Calendar. Additionally, you can add individual Activities to your email calendar by selecting "Add to Calendar" from the ellipses dropdown on the Activity detail screen OR clicking the calendar icon on the Activities listing screen. To ensure you never miss an important task, you can also enable "Send Reminders" on the Activity detail screen to receive email notifications as the activity’s target date approaches. |
CharityEngine |
| 43280 | Feature |
Display Names & Emails of All Participants in Activity Queries |
CharityEngine |
| 43422 | Feature | New "Updated From" Filter Added to Contact Report The Contact Listing screen now includes an "Updated From" filter under the Advanced Search > General tab. This allows users to generate reports based on when contacts were last updated within a specific date range (e.g., January 1, 2025, to February 1, 2025). This enhancement provides more precise filtering, making it easier to track recent contact updates. |
CharityEngine |
| 43418 | Feature | Phone Number Notes Now Visible on Contact Summary In the Contact Record, the Phone Number Summary now highlights phone numbers with associated notes. A note icon will appear next to any phone number with a saved note. Additionally, hovering over the number will display a tooltip showing the note’s details. This update makes it easier to access important phone-related information at a glance. |
CharityEngine |
| 43149 | Feature | Free Event Ticket Web Form Enhancements Our event forms now support $0 value event tickets. When an organization assigns a $0 value to an event ticket, the web form will dynamically adjust to hide the payment information block, streamlining the registration process for free events. |
CharityEngine |
| 43426 | Feature | New Date Filters Added to Projects Report The Projects Listing screen (People > Projects & Time > Projects) now includes Advanced Filters that allow users to filter projects by Start Date and/or Completion Date. This enhancement makes it easier to search for projects within specific time frames, improving reporting and tracking capabilities. |
CharityEngine |
| 433419 | Feature | Expanded Character Limit for Custom Fields The character limit for custom fields in the Contact Record has been expanded to 999 characters, allowing users to store more detailed information within custom text fields. This update provides greater flexibility for capturing and managing extended data in contact records. |
CharityEngine |
| 42378 | Feature | Option to Reduce Outstanding Pledge Amount with Soft Credit Transactions Soft credit transactions can now be applied to reduce the outstanding pledge amount. This is particularly useful for donor-advised fund (DAF) transactions, where the organization receives the hard credit, but the soft credit is attributed to an individual or household. This enhancement ensures that pledge statuses accurately reflect collected amounts, improving reporting and pledge tracking. |
CharityEngine |
| 43428 | Feature | Import Field Mapping Update: Tracking Code Renamed to Custom Code When importing data into CharityEngine, the mapping data field name "Tracking Code" has been renamed to "Custom Code" for greater consistency across the platform. |
CharityEngine |
| 43427 | Feature | Enhanced Payment & API Features for Embeddable Donation Forms Embeddable popup donation forms now support virtual wallets, including Apple Pay and Google Pay, providing donors with a faster and more convenient way to give. Additionally, a CVV code field has been added for credit card payments, enhancing security and compliance. A new Web API has also been released, allowing users to enable, disable, or override embeddable form receipt and tribute acknowledgment settings, offering greater flexibility in managing donor communications. Also, DAFPay will be available soon, enabling seamless, tax-efficient contributions from donor-advised funds (DAFs). |
CharityEngine |
| 43433 | Feature | Formal and Informal Salutations Added to Sustainer Query The Sustainer query now includes formal, informal, and other salutations, making it easier to personalize donor acknowledgments and communications. This ensures that tax receipts, thank-you letters, and outreach use the correct household names for a more professional and engaging donor experience. |
CharityEngine |
| 42961 | Bug | Form Field Validator Storage |
CharityEngine |
| 43437 | Bug | URL Redirect Cutting off URL |
CharityEngine |
| 43347 | Bug | Email Wild Card Search Improvements in CRM | CharityEngine |
| 43432 | Bug | 500 error when exporting from Files listing screen |
CharityEngine |
| 43391 | Bug | Unable to Create a New Contact In Modal If Contact Name Has "House" In It | CharityEngine |
| 43331 | Bug | User Profile accepting non-letters for username | CharityEngine |
| 43364 | Bug | Transaction Info Different Call Out Not Showing in Chrome | CharityEngine |
| 43376 | Bug | Contact search inconsistencies using map-draw filter |
CharityEngine |
| 42874 | Bug | UX Improvement for Household & Organization Match Widget | CharityEngine |
| 43394 | Bug | New UI Create New Record Button Not Working | CharityEngine |
| ID | Work Item Type | Title | APP |
| 43374 | Feature | Sync CharityEngine Calendar & Receive Activity Notifications You can now sync your CharityEngine calendar with your preferred email calendar using the Sync Calendar feature under People > Activities > Sync Calendar. Additionally, you can add individual Activities to your email calendar by selecting "Add to Calendar" from the ellipses dropdown on the Activity detail screen OR clicking the calendar icon on the Activities listing screen. To ensure you never miss an important task, you can also enable "Send Reminders" on the Activity detail screen to receive email notifications as the activity’s target date approaches. |
Public API |
| 43427 | Feature |
Enhanced Payment & API Features for Embeddable Donation Forms |
Public API |
| 43298 | Bug |
Embedded Form Abandon CTA Visibility Below the Fold |
Public API |
| 43430 | Bug |
Carbon Copy Emails Not Sending for Embedded Donation Forms |
Public API |
