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 |
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 |