Release Notes Week of 02.02.2026

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

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