The following have been deployed in this release.
1. CharityEngine (released on 02/13)
2. Peer to Peer (released on 02/12)
3. Advocacy Data Importer (released on 02/12)
CharityEngine
| ID | Work Item Type | Title | APP |
| 43214 | Feature | Report Builder: Custom Field Group Names Now Included in Excel Exports Custom fields and field groups are now fully integrated into Report Builder! When generating reports, both the group name and custom field will be included in the Excel export. Column headings will follow the format: Group Name.Custom Field, providing greater clarity in your data. |
CharityEngine |
| 43365 | Feature | Household Salutations Added to Transactions Query The Transactions query now includes formal, informal, and other salutations, making it easier to personalize donor acknowledgments and communications. This ensures that tax receipts, thank-you letters, and outreach use the correct household names for a more professional and engaging donor experience. |
CharityEngine |
| 43348 | Feature | Bulk Add Auction Winners to Groups, Tags, or List Easily organize and track auction winners with the new Bulk Action option on the Auction Winners listing screen. Now, you can quickly add winners to groups, tags, or lists for targeted follow-ups and engagement. Simply select the winners and use the Bulk Action icon to streamline post-event outreach. |
CharityEngine |
| 43330 | Feature | Anonymous Donations Filter for EOY Statements The Transactions listing screen now includes an advanced filter for anonymous transactions, making it easier to identify donors who contributed anonymously. While donors can give anonymously to avoid public acknowledgment, they still require tax receipts. This filter helps identify and manage these contributions efficiently, enabling personalized receipts and tax statements. |
CharityEngine |
| 43341 | Feature | Streamlined Transaction Assignment for Active Accounts When assigning a transaction to an existing Sustainer, Membership, Pledge or other account, we’ve improved the user experience to make it easier to identify and assign transactions to active accounts. This enhancement eliminates the need to sort through inactive accounts, ensuring a faster and more accurate assignment process. |
CharityEngine |
| 43361 | Feature | Enhanced Notes Display for Better Readability To enhance readability and organization, we've improved the Notes tab across various record types, including contacts, events, and cases. The updated layout provides a clearer display of multiple note entries, ensuring content is easier to follow with distinct rows for each entry. This makes it more intuitive to track conversations and updates. |
CharityEngine |
| 43340 | Feature | New Auto-Billing and Manual Billing Filters for Account Listings You can now quickly identify members who are billed manually, making it easier to follow up on upcoming dues. The Member listing screen now features an updated "Frequency" filter in the Advanced Search payment tab, including an "Auto-Billing Off" option. This enhancement is also available on the Sustainer and Pledge listing screens, streamlining payment management across accounts. |
CharityEngine |
| 43375 | Feature | Automatic Communication Preference Sync for Households If a household record has only one remaining member, the member’s communication preferences will now be automatically copied to the household record. For example, if a household originally had two members and one passes away, the surviving member’s preferences will transfer, maintaining accurate records without requiring manual updates. |
CharityEngine |
| 43360 | Feature | Transaction Listing Screen UX Enhancements We've enhanced the Transactions listing screen to improve search and filtering options. Advanced Search now includes a deceased contact filter, making it easier to manage records. Additionally, the Contact tab offers expanded demographic filter options, allowing for more precise searches. |
CharityEngine |
| 43281 | Feature | Right-Click Option to Open Links in a New Tab We've updated several screens where the right-click function was previously blocked from opening “create opportunity” or “create transaction” options in a separate tab. Now, users can seamlessly open multiple tabs, improving navigation across the system. |
CharityEngine |
| 41673 | Feature | UX Improvements to Contact Change Log View (41673) The Change History Log now provides more detailed visibility into all object changes, making it easier to track updates and modifications. Previously, the log only displayed contact object changes. |
CharityEngine |
| 43274 | Bug | Limit on number of UI admin not updating |
CharityEngine |
| 43323 | Bug | Inconsistencies with EOY statement tokens | CharityEngine |
| 43256 | Bug | Custom Fields not displaying (Contact Record) |
CharityEngine |
| 43293 | Bug | Drop down menu for adding multiple groups on contact record |
CharityEngine |
| 43313 | Bug | Member search using "type" filter | CharityEngine |
| 43373 | Bug | Advanced filters for member's dues search |
CharityEngine |
| 43312 | Bug | In-app email inconsistencies when admin usernames have apostrophes |
CharityEngine |
| 42673 | Bug | Transactions Advanced Filters, Batch Date Picker will move if you scroll down. |
CharityEngine |
| 43295 | Bug | DAFPay setup wrong success message. |
CharityEngine |
| 43382 | Bug | Comm Series: New Donor - Split Step |
CharityEngine |
| ID | Work Item Type | Title | APP |
| 43272 | Feature | P2P Fundraiser Alert Emails Now Include Donor Email P2P fundraisers will now receive an email notification when a donor makes a gift on their donation page, including supporter’s email address. This provides real-time updates on their campaign’s progress, helping them stay informed and engaged with their supporters. |
Peer to Peer |
| ID | Work Item Type | Title | APP |
| 43381 | Bug | MN State legislators - party affiliation | Advocacy Data Importer |
