The following have been deployed in this release.
1. Web Forms (released on 05/11)
2. CharityEngine (released on 05/11)
Web Forms
| ID | Work Item Type | Title | APP |
| 43417 | Feature |
Forms 2.0 What’s New in Forms 2.0:
|
Web Forms |
| 43994 | Bug |
Web Forms theme fields are not aligned. |
Web Forms |
| 43992 | Bug |
Donation Web Forms are Creating Membership Transactions |
Web Forms |
| 44075 | Bug | Amount and Currency Fields not Visible on New Web Forms when there is only one currency option | Web Forms |
| ID | Work Item Type | Title | APP |
| 44122 | Feature | New Solicitor Constituent Notes Form Capture constituent notes from anywhere with the new Solicitor Constituent Notes Form. This new form type allows solicitors to quickly submit notes and attach them to the contact record without logging in to the CRM. |
CharityEngine |
| 44044 | Feature | Offer Free Gifts on Donation Forms Forms 2.0 now supports free gift offers directly within donation forms using CharityEngine’s shopping cart and inventory capabilities. Organizations can configure gift eligibility based on one-time or recurring donation thresholds, while selected gifts are automatically tracked as formal orders with built-in inventory management and shipping tracking. |
CharityEngine |
| 44312 | Feature | AI-Powered Campaign and Form Content Suggestions Generate smarter campaign content directly within CharityEngine using the new AI Agent for forms, landing pages, and donor communications. Powered by your organization’s historical engagement data and performance metrics, the AI Agent can suggest subject lines, campaign messaging, landing page copy, and more to help improve donor engagement and conversion rates. This feature is available to organizations currently provisioned for Writer Assistant powered by ChatGPT. |
CharityEngine |
| 44092 | Feature | Assign Different Solicitors Within the Same Batch Batch templates now support solicitor assignment at the individual entry level, giving users more flexibility when processing gifts. Previously, solicitors could only be assigned to the overall batch level. This enhancement is especially helpful for organizations that route gifts to different solicitors based on factors like donation amounts. |
CharityEngine |
| 44281 | Feature | Filter Contacts by Canadian Province in Address Search Organizations with Canadian constituents can now filter and report on contacts using Canadian province values within Contact Address Search. The new province filter is available under the Advanced Filter “Address” tab on the Contact Listing screen, making it easier to segment and report on Canadian donor data. |
CharityEngine |
| 44284 | Feature | Print and View Records in a New Panel Layout You can now print record details across the platform, including transactions, event registrations, case records, and more. The new print capability automatically flattens tabbed record views into a clean, printable format that includes all relevant fields and submitted data. This release also introduces a new panel view option for records, giving users added flexibility to switch between traditional tabbed layouts and an expanded panel-style experience as needed. |
CharityEngine |
| 44307 | Feature | Draw Raffle Winners Directly in CharityEngine CharityEngine now supports raffle ticket drawings for events. Simply enable raffle participation on an event ticket to activate random winner selection. This enhancement streamlines raffle management. |
CharityEngine |
| 44317 | Feature | Sort Volunteer Shifts by Date Volunteer posts and shifts can now be sorted by date in both ascending and descending order, making it easier to manage and review volunteer opportunities. This enhancement helps organizations present shifts in a more logical, chronological order while still allowing flexibility to reverse the view when needed. |
CharityEngine |
| 44271 | Feature | Volunteer Sign-Up Forms Now Hide Inactive Volunteer Posts Volunteer Sign-Up Forms will now only display active volunteer posts when selecting opportunities for a form. This update helps reduce clutter, prevents outdated posts from appearing in dropdown selections, and makes volunteer form setup easier to manage. |
CharityEngine |
| 44286 | Feature | Organization Card View Now Displays Point of Contact The Organization Card View now includes the associated point of contact (POC), making it easier to quickly identify and access key relationships directly from the organization overview. |
CharityEngine |
| 43868 | Feature | Mark Donations as Anonymous at the Batch Level You can now configure batch entries to automatically mark donations as anonymous, making it faster and easier to process batches intended for anonymous giving. |
CharityEngine |
| 44293 | Feature | Track Financial Institution DAF Payments Separately Transactions now include a new field for identifying payments originating from financial institution donor-advised funds (DAFs). Available under the Advanced tab of transactions, this enhancement makes it easier to exclude DAF funding payments from reports and analytics without requiring complex queries or manual workarounds. Payments processed through CharityEngine’s DAFpay integration will automatically populate this field. |
CharityEngine |
| 44270 | Feature | Volunteer Tokens Added to Emails and Success Pages Volunteer forms now support volunteer-specific merge tokens within auto-responder emails and success pages, making it easier to personalize confirmation messaging. Organizations can now automatically display details like volunteer post name, date, and time after registration, helping volunteers quickly confirm their scheduled shift information. |
CharityEngine |
| 43918 | Feature | More Control Over Global Case Notifications Global Case Notification Settings now offer more granular control over automated communications, helping organizations better manage sensitive case information. This enhancement allows teams to disable notifications when needed to ensure internal approval and denial discussions remain private and are not inadvertently shared with constituents. |
CharityEngine |
| 44229 | Feature | New Portal Username Token for Receipts and Acknowledgments Receipt and acknowledgment templates now support a new Constituent Portal Username token, making it easier to include Constituent Portal login details in transactional emails and encourage portal usage. |
CharityEngine |
| 43892 | Feature | New Event Ticket Subtotal Tokens for Receipts and Acknowledgments Acknowledgment templates now support new event ticket subtotal tokens, making it easier to create more detailed event receipts. Organizations can now clearly display values like registration totals, donation amounts, and ticket subtotals before discounts or promo codes are applied. |
CharityEngine |
| 44316 | Feature | Contact Description Field Added to Contact and Transaction Queries The Contact Description field is now available within both Contact and Transaction Queries, giving users greater flexibility when segmenting, filtering, and reporting on constituent data. |
CharityEngine |
| 44302 | Bug | Compare Campaigns Report > Period Two Graphs Not Populating | CharityEngine |
| 44298 | Bug | Transaction Listing Screen Contact Info Not Populated for Acknowledgements | CharityEngine |
| 44301 | Bug | Case "Send Email" Tokens are not populating. | CharityEngine |
| 44304 | Bug | Browser Crash in CRM with Large Data Sets | CharityEngine |
| 44300 | Bug | Configuration App: General Screen - Error Message | CharityEngine |
| 44223 | Bug | Advanced Fraud Modal Reappearing | CharityEngine |
| 44028 | Bug | Can't Change Event Section Label Without Resetting all Event Tickets | CharityEngine |
| 44303 | Bug | Search Screen Load Time Low with Many Solicitors | CharityEngine |