The following have been deployed in this release.
1. CharityEngine (released on 03/17)
2. UserBatchTransactionProcessor (released on 03/18)
CharityEngine
| ID | Work Item Type | Title | APP |
| 44095 | Feature | Associated Information Added to the Notes Report Notes now display any associated records, such as events, representatives, or cases, directly in the Notes Report and within the contact record’s Notes tab. Quickly see how each note is connected without extra clicks, making it easier to understand context and act faster. |
CharityEngine |
| 44097 | Feature | Sustainer Deactivation Date Added to Record Details The Sustainer tab now displays the deactivation date directly in the record details, eliminating the need to search the timeline. Quickly view the full lifecycle of a sustainer at a glance. Simply hover over the "Deactivated" status to see the deactivation date. |
CharityEngine |
| 44123 | Feature | Maiden Name Field Now Available in Contact Query The Maiden Name field is now available in Contact Query, making it easier to segment, search, and report on contacts using maiden names. Quickly find the right records even when names have changed. |
CharityEngine |
| 44167 | Feature | Event Name Displayed in Promo Code Ticket Selection Promo code setup is now easier and more intuitive. Only tickets from active events are shown, and each ticket now includes the associated event name, making it faster to find and select the right tickets. |
CharityEngine |
| 44144 | Feature | Birthday Badge Now Shows Age on Hover Quickly see a donor’s age by hovering over the birthday badge on the contact record. Understand each donor’s generational context and tailor your outreach and conversations accordingly. |
CharityEngine |
| 44145 | Feature | Source Application Field Added to Transactions Query The Source App field is now available in Transactions Query, making it easy to report on the sources of donations, such as forms, CRM, peer-to-peer, and more. Quickly understand which channels are driving revenue. |
CharityEngine |
| 44094 | Bug | Representative Notes Not Saving | CharityEngine |
| 44126 | Bug | Event registration checkout balance is not rounded up | CharityEngine |
| 44083 | Bug | Creating a New Activity From the Contact Record Adds a Blank Note | CharityEngine |
| 44098 | Bug | Activity Notes Caching on the Contact Record | CharityEngine |
| 44090 | Bug | Activities Calendar is Not Visible | CharityEngine |
| 44091 | Bug | Bee Editor Error On Add Folder | CharityEngine |
| 44009 | Bug | Clicking To Confirm A Check Transaction Displays The Settlement Tab | CharityEngine |
| 43779 | Bug | Not Able To Update Contact Payment Profile | CharityEngine |
| 44055 | Bug | The transaction amount cannot be updated for checks (via data import) | CharityEngine |
| 44157 | Bug | Deleted Events Still Counted On Listing Screen | CharityEngine |
| 44135 | Bug | Promo Code Percentage Only Allows Decimal Entry | CharityEngine |
| 44058 | Bug | Error When Adding/Editing an Email Recipient for a Scheduled Job | CharityEngine |
| 43966 | Bug | WealthEngine Manual Field Imports Erroring Out | CharityEngine |
| 44220 | Bug | Unable to Reset Password | CharityEngine |
| 44219 | Bug | Transaction Batch not showing proper fields based on payment type | CharityEngine |
| 44186 | Bug | Unable To Change The Event Location Child Type | CharityEngine |