Release Notes Week of 05.05.2025

The following have been deployed in this release.

1. CharityEngine (released on 05/08)
2. CRM Automated Email Generator (released on 05/08)
3. Auctions (released on 05/08)

CharityEngine
ID Work Item Type Title APP
43644 Feature Unified Event Management
You can now create an event registration form directly from the event details screen—no need to navigate elsewhere. Just click the three-dot menu to access new actions like Create Registration Form and View Registration Form. This update is part of our ongoing effort to unify event tools and streamline your workflow.
CharityEngine
43627 Feature Improved “View Online” Links for Advocacy Issues
The View Online link for advocacy issues now opens the page from the very first step—without pre-filled address details—so you can experience the full workflow just like your constituents do. Simply click the three-dot menu and select View Online to preview the issue as a new constituent would. 
CharityEngine
42474 Feature View Dietary Restrictions and T-Shirt Size on Registration Listing Screen
Need to see important details like t-shirt size or dietary restrictions while checking in attendees? If you’ve included these custom fields in your registration process, registrant responses will now display directly on the registration listing screen, making event check-in smoother and more efficient. 
CharityEngine
43626 Feature New Warning Notification When Marking a Contact as Deceased
To help prevent accidental outreach or billing, users will now see a pop-up notification when marking a contact as deceased. This alert prompts you to confirm whether you’d like to turn off communication preferences, set the contact as inactive, and cancel any active recurring billing accounts. This added step ensures all necessary updates are made during this sensitive action. 
CharityEngine
43612 Feature Ordered Dropdown Options in Query Builder
Dropdown selections in query filters are now displayed alphabetically, making finding the option you need easier. For example, when filtering by "Date Created," options like “Before 24 Hours” and “Before 12 Months” will now appear in a logical, alphabetical sequence to improve usability. 
CharityEngine
43611 Feature New Tooltip Explains Advocacy Engagement Metric
We’ve added a helpful tooltip to the Engagement field on the advocacy issue edit screen. It now clarifies that the number shown represents how many times constituents have taken action on that issue—making it easier to interpret key metrics at a glance. 
CharityEngine
43539 Feature Volunteer Report & Query Builder Updates
You can now query and report on volunteer-specific data! Our Query Builder and Report Builder have been updated to support volunteer-related fields—making it easy to generate filtered reports by event, post, and more. 
CharityEngine
43629 Feature Solicitor Gift Performance Report
Want to see how your solicitors are performing? Our new out-of-the-box Solicitor Gift Performance report gives you a clear view of the dollars raised by each solicitor. Access it under Reports > Fundraising > Solicitor Performance Summary. 
CharityEngine
41672 Feature Lapsed Donor Report
Measure the effectiveness of your reactivation efforts with the new Lapsed Donor Report. Whether you're targeting LYBUNT donors in a year-end campaign or running ongoing outreach, this report shows how many lapsed donors you’ve successfully re-engaged—so you can measure results and fine-tune your strategy. Access it under Reports > Fundraising > Lapsed Donors. 
CharityEngine
43617 Bug Recent Pages In Left Nav Now Appearing CharityEngine
43640 Bug Email Double Opt In Footer Configuration Escaping Html Brackets
CharityEngine
43631 Bug Email Editor Special Link Tokens Not Validating
CharityEngine
43605 Bug UX Improvement to Edit Advocacy Issue Screen
CharityEngine
43608 Bug CRM File Upload with Preview Control Formatting in New UI & P2P Avatar Rendering in CRM
CharityEngine
43486 Bug WYSIWYG Editor Add Button Url Not Saving
CharityEngine
43620 Bug Database Segment Builder Showing Without License
CharityEngine
43344 Bug The update of the pledge billing information will throw an error
CharityEngine
43643 Bug Add a Visual Cue to Distinguish Outgoing Payments in Conversions Tab
CharityEngine
43648 Bug Shopping Cart Inventory Settings Field Validation
CharityEngine
43649 Bug CRM Navigation Showing Top Level Option When User Has No Child Options
CharityEngine
43650 Bug Cancel Susainer Modal Not Visible After Assigning Initiative
CharityEngine
43630 Bug Contact Record Duplicate Notice Merge Link Not Working
CharityEngine
43638 Bug Slash Not Rendering on Contact Summary Description
CharityEngine
43639 Bug Incompatible Custom Field Color and Border Configuration Showing in UI CharityEngine
43354 Bug Error Copying Tax Statement Template And Form Spacing Incorrect
CharityEngine


Auctions
ID Work Item Type Title APP
43352 Bug Auction Search Sorting Issues Auctions

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