The following have been deployed in this release.
1. Data Job Processor (released on 02/09)
2. Bill Pay (released on 02/11)
3. Workflow Engine (released on 02/12)
Data Job Processor
| ID | Work Item Type | Title | APP |
| 43982 | Feature | Relationship Importer Enhancements Managing hundreds of relationships just got easier. Our import tool now allows you to create and update relationships in bulk using a formatted file, eliminating hours of manual data entry. Built-in validation checks help prevent duplicates and flag invalid contact references, improving data accuracy. This enhancement is especially valuable for organizations with complex relationship structures, making it easier to maintain clean, reliable data at scale. |
Data Job Processor |
| 43837 | Feature | Landing Page URL Management You can delete or bulk delete Landing Page URLs directly from the listing screen, edit or remove them from the detail view, and even upload multiple URLs at once using the import/export tool. These enhancements make it easier to keep your landing pages organized, up to date, and aligned with your campaigns, all while reducing manual effort. |
Data Job Processor |
| 44034 | Feature | New Fund and Category Tokens in Statement Templates End-of-year statements can now reflect giving in greater detail. Statement Templates have been enhanced with new tokens for Fund Name and Category, making it easy to display donations across multiple funds in a single tax statement. This helps organizations deliver more detailed, donor-friendly statements without manual edits or custom workarounds. |
Data Job Processor |
| 44061 | Feature | New GL Codes and Initiative Tokes in Statement Templates GL Code and Initiative ID tokens are now available in Statement Templates, allowing you to display this data within the itemized transaction section of tax statements. This makes it easier to provide donors or stakeholders with the specific financial details they need without manual customization or external reporting. |
Data Job Processor |
| 43976 | Feature | Ability to Import Split-Fund Pledges CharityEngine now supports importing pledges split across multiple funds, ensuring that fund allocation details are preserved when bringing data into the system. This is especially helpful during migrations, allowing new clients to accurately import pledged amounts with their associated fund splits without manual adjustments. |
Data Job Processor |
| 43945 | Feature | New Data Job Transformation Capability: Bulk Delete Relationships You can now delete relationships in bulk using the new data transformation job capability, making it easier to clean up expired or outdated connections in your database. |
Data Job Processor |
| 43208 | Bug | Report Date Range Not Applying to Job Scheduler |
Data Job Processor |
| 44011 | Bug | Can't Import Registration to Checked In | Data Job Processor |
| 44017 | Bug | Activity Importer Not Adding Notes | Data Job Processor |
| 43825 | Bug | Membership Importer: Reactivation of deactivated memberships | Data Job Processor |
| 43584 | Bug | Opt-in List assignment via trigger not updating contacts | Data Job Processor |
| ID | Work Item Type | Title | APP |
| 44005 | Bug | Online Bill Pay Not Updating Payment Info for Pledges | Bill Pay |