The following have been deployed in this release.
1. CharityEngine (released on 02/05)
2. User Center (released on 02/05)
3. CRM Email Notification Processor (released on 02/05)
CharityEngine
| ID | Work Item Type | Title | APP |
| 44068 | Feature | Donor Retention Summary Report Understand donor retention at a glance with the new Donor Retention Summary Report. This report automatically identifies lapsed donors and calculates both retention and attrition rates based on the time periods you select. Simply choose a past interval and the current interval you want to compare, and the report analyzes them for you, making it easy to spot trends and take action to improve donor retention. Find this report under Reports > Fundraising > Donor Retention Summary. |
CharityEngine |
| 43962 | Feature | New Bulk Actions on Initiative Listing Screen You can now assign initiatives to campaigns in bulk directly from the Initiative Listing screen using the new “Assign Campaign” bulk action. The listing screen also includes improved filtering by Campaign, including the ability to find initiatives with no campaign assigned. Together, these enhancements make it easier to keep initiatives properly associated with campaigns, resulting in clearer organization and more accurate reporting, even when campaigns were not assigned previously. |
CharityEngine |
| 43938 | Feature | Maiden Name Field Added to the CRM Need to track donor maiden names? A new out-of-the-box Maiden Name field has been added to the core CRM, making it easy to capture and reference this information when needed. Contact search now recognizes maiden names as well, helping you quickly find records even when names have changed. The Maiden Name field is located directly next to the Name and Nickname fields on the contact record. |
CharityEngine |
| 43905 | Feature | New Volunteer QR Code Token Available on Volunteer Listing Screen When emailing volunteers from the Volunteer Listing screen, you can now easily include the QR code they need to check in by adding a new QR Code token. This token is available in the Email dialog under Tokens. Simply search “QR Code” to find VOLUNTEER.ADMIN VOLUNTEER CHECK IN QR CODE URL, making volunteer check-in faster and easier for both staff and volunteers. |
CharityEngine |
| 43794 | Feature | Multi-Select Tag Entry on Contact Record Adding tags to a contact record just got easier. You can now select multiple tags at once by checking the boxes you need and clicking “Add Tag.” This enhancement saves time and simplifies updating contact records with multiple tags in a single step. |
CharityEngine |
| 44041 | Feature | Fund and GL Code Filters on the Transaction Summary Report The Transaction Summary Report now includes two new filters: GL Code and Fund. These additions make it easier to isolate and review transactions tied to specific accounting codes or designated funds, giving you more precise reporting and faster reconciliation. |
CharityEngine |
| 43786 | Feature | New Contact Information Detected Popup UX Enhancement The New Contact Information Detected popup now allows you to edit and format new contact details directly within the popup window. This means you can quickly correct formatting, such as adjusting all caps or fixing capitalization, before accepting the update, saving time and eliminating the need to navigate back to the contact record to make edits. |
CharityEngine |
| 44010 | Bug | P2P Microsite Link is Available in Events When P2P is Not in Contract | CharityEngine |
| 44033 | Bug | Dashboard Widget Display is Different Than the Actual Query Results | CharityEngine |
| 44024 | Bug | Top Message Content Blocked By Google Maps Api Message | CharityEngine |
| 44079 | Bug | The registration page will not populate the correct results by the Balance filter Balance | CharityEngine |
| 43766 | Bug | Custom Dashboard fields bleeding over | CharityEngine |
| 43783 | Bug | SMS Test Blast Came From Charity Engine Number | CharityEngine |
| 44031 | Bug | Opportunity Assignment Unclear In Create New Transaction Workflow | CharityEngine |
| 44062 | Bug | Resetting P2P Page Owner Password Not Working When Credentials Inactive | CharityEngine |
| 44030 | Bug | Registrations Check In will not save Credit Card information for the Check Out | CharityEngine |
| 44047 | Bug | Not able to export opportunities | CharityEngine |
| 44065 | Bug | Contact add record link options are not visible | CharityEngine |
| 44072 | Bug | Templates could not be saved if you do not add a message | CharityEngine |
| 44078 | Bug | Preview for the initiative segment is not available | CharityEngine |
| 44052 | Bug | Creative Download PDF not Working | CharityEngine |
| 44016 | Bug | Registrations > Attendance Quick Filter for Pending Status | CharityEngine |
| 43920 | Bug | Auction Images Are Not Displaying After Save | CharityEngine |
| 44019 | Bug | Constituent Portal URL Allow Illegal Characters | CharityEngine |
CRM Email Notification Processor
| ID | Work Item Type | Title | APP |
| 43881 | Feature | New Contacts Added to Solicitor Summary Emails Daily solicitor summary emails now highlight newly assigned contacts from the previous day, making it easy to spot and follow up on new prospects right away. |
CRM Email Notification Processor |