The following have been deployed in this release.
1. CharityEngine (released on 01/16)
2. Peer to Peer (released on 01/16)
CharityEngine
| ID | Work Item Type | Title | APP |
| 42782 | Feature | Calculated Rates Added to Campaign Analytics Exports Campaign analytics exports now include calculated rates such as delivery rates, view rates, and click-through rates. This update provides a more comprehensive view of campaign performance in the Excel report for easier analysis. To download a Campaign Analytics report, navigate to Campaigns > Popular Reports > Campaign Analytics. Then, click the arrow icon in the top-right corner to export results. |
CharityEngine |
| 43157 | Feature |
New Region Token for Receipts and Form Success Pages
Receipts and form success pages now support a new Region token that dynamically displays transaction region information. This enhancement allows you to personalize receipts and donation experiences for each region where your organization operates. The token is linked to the "Region" field, which can be set in the Create Transaction wizard under the Advanced tab. |
CharityEngine |
| 43227 | Feature | Organization Point of Contact Added to Opportunity Pipeline Cards The Opportunity Pipeline cards now display the point of contact associated with an opportunity's organization. This update is especially useful when managing a pipeline of grant opportunities, providing quick access to primary contact details directly from the pipeline view. |
CharityEngine |
| 43228 | Feature |
Payment Method Filter Added to Campaign Analytics and Transactions Screen
You can now filter your Campaign Analytics and Transaction listing screen by payment method, including cash, check, credit card, ACH, etc. This enhancement offers greater flexibility and precision when analyzing transaction data. |
CharityEngine |
| 43170 | Feature |
Token Selector Added to ECard Template Designer
Donors can send personalized ECards to their tributes when donating, and now you have even more flexibility to customize these messages. With the new token selector, you can include a variety of dynamic fields to create highly personalized ECard messages. This functionality is available in the message editor under Settings > Design & Messages > Templates > (+) when creating a new ECard template. |
CharityEngine |
| 43235 | Feature |
Campaign Fields Added to Transactions Screen Report Builder
The transactions listing screen report builder now includes the Campaign field for exports. While the transaction listing screen previously offered a Campaign filter under the “Attribution” tab, the report builder lacked the option to include campaigns as a selected column. This update bridges the gap, making it easier to include campaign data in your reports. |
CharityEngine |
| 43154 | Feature |
Full Participating Contact Information Added to Activity Exports
Exported activity reports now include full participant contact information—email address, phone number, and mailing address. This update makes it easier to leverage complete donor contact information for follow-ups and reporting. |
CharityEngine |
| 43193 | Feature | Solicitor Token Added to Acknowledgement Template Acknowledgment templates now support a Solicitor token, allowing you to include the solicitor's name in receipts or messages. This enhancement enables personalized touches, such as adding a solicitor's name to signature lines on acknowledgment letters, fostering a more personalized donor experience. |
CharityEngine |
| 43167 | Feature |
Improved Email Button Rendering for Outlook
Emails sent from CharityEngine now feature enhanced button rendering for Outlook. This update ensures a cleaner, more professional appearance in your email communications and improves visual consistency across platforms. |
CharityEngine |
| 43234 | Feature |
Duplicate Opportunities
You can now duplicate individual opportunities within the opportunity’s functionality. This enhancement simplifies creating similar records, saving time and effort in managing fundraising efforts. |
CharityEngine |
| 43223 | Feature | Multi-Factor Authentication (MFA) to Be Required for CharityEngine Accounts Beginning March 2025, Multi-Factor Authentication (MFA) will be mandatory for all CharityEngine users. This change is part of our commitment to enhancing account security and protecting sensitive information. Additional communications will be sent to help users prepare. In the meantime, please ensure your mobile number and email address are updated in your account settings by clicking the name icon in the top-right corner and navigating to Profile. |
CharityEngine |
| 43240 | Bug | Shopping Cart Check Out | CharityEngine |
| 42965 | Bug | Query Where Conditions with a Single Clause Do Not Save Properly | CharityEngine |
| 42590 | Bug | De-Dupe Contact pages cleanup | CharityEngine |
| 43165 | Bug | Various UX Issues On Contact Screen | CharityEngine |
| 42822 | Bug | Paying Invoice Online Using International Credit Card | CharityEngine |
| 43239 | Bug | Analytic Repor Framework Better Date Input Handling | CharityEngine |
| 43224 | Bug | Grassroots Events Manager, should not be link. | CharityEngine |
| 43139 | Bug | Hide Add Activity Button On Contact Summary Based on Permissions | CharityEngine |
| 42774 | Bug | Record history for contact titles | CharityEngine |
| 43184 | Bug | New Event Shows All Surveys |
CharityEngine |
| 43176 | Bug | Initiative And Custom Seed List Gear Dropdown Missing Icons |
CharityEngine |
| 43172 | Bug | Inconsistencies with Acknowledgement Email Tokens |
CharityEngine |
| 43142 | Bug | Time Hour Duration Formatting |
CharityEngine |
| 43141 | Bug | UX Adding Contact to Groups |
CharityEngine |
| 42481 | Bug | Maximum number of users warning |
CharityEngine |
| 43161 | Bug | Unresponsive "Here" Link When Adding New Shopping Cart Products |
CharityEngine |
| 43159 | Bug | Admin Console Page Navigation Formatting |
CharityEngine |
| 43150 | Bug | Send Activity Email Link No Opening Modal |
CharityEngine |
| 43130 | Bug | Dupe Transactions Throws Error |
CharityEngine |
| 43129 | Bug | Error occur, when trying to Save & Export Report Builder. |
CharityEngine |
| 43111 | Bug | Emoji Display Issue in Email Creative Subject Line |
CharityEngine |
| 43098 | Bug | Wealth Engine Sync Not Completing Sometimes |
CharityEngine |
| 42890 | Bug | Batch Summary Print Adding Blank Page at Beginning |
CharityEngine |
| 42852 | Bug | New UI Importer UX |
CharityEngine |
| 42737 | Bug | Wrong filters when you check Opt-Out for Initiative Analytics. |
CharityEngine |
| 42689 | Bug | Drop-down will be off-screen when we add transactions to the group. |
CharityEngine |
| 42685 | Bug | In Reports, Reports builder, the tooltip rendering will not be correct for a name. |
CharityEngine |
| 42677 | Bug | Manage the Design template, the links will not be visible clickable. |
CharityEngine |
| 42656 | Bug | Transaction Fraud Filter View Not Working Consistently |
CharityEngine |
| 42626 | Bug | PO Box Address Not Saving on Transactions Page |
CharityEngine |
| 42605 | Bug | Unable to Update Scheduled Send Time for Email Initiative |
CharityEngine |
| ID | Work Item Type | Title | APP |
| 42782 | Bug | MFA code for repeat P2P registrants | Peer to Peer |
| 42847 | Bug | P2P filter for(teams and individuals) are not working, JS error. |
Peer to Peer |
