The following have been deployed in this release.
1. CharityEngine (released on 09/03)
CharityEngine
ID | Work Item Type | Title | APP |
43785 | Feature | Auto-Populate Volunteer Post & Assignments When you create a volunteer post within an event, details like location, date, and time now auto-fill directly from the event. And when assigning a volunteer to that post, the correct time and event context carry over automatically, eliminating redundant data entry and ensuring accurate schedules. |
CharityEngine |
43816 | Feature | Contact Record Gift Summary Year-to-Date (YTD) Filter Quickly view a donor’s current Year-to-Date giving directly in their account. The new YTD filter in the Summary of Gifts charts (bar graph and circle chart) makes it easy to answer donor inquiries and plan year-end conversations, without running extra reports. |
CharityEngine |
43826 | Feature | Email Audience Reputation Mode Default Now “Any Email” The Reputation Mode setting now defaults to “Any Email” when selecting an email audience, instead of Verified Email Only. This change prevents failed Communication Series caused by zero-sized audiences for clients who haven’t yet implemented Verified Email. Campaigns can launch successfully while still encouraging the best practice of adopting verified sending. |
CharityEngine |
43813 | Feature | Auction Items Report: Contact Information Added Reports generated from the Auction Items listing screen now include bidder details—Contact ID, name, phone, and email—along with item name, subtitle, and current or winning bid amount. This enhancement makes it easier to follow up with bidders and manage auction activity directly from the report. |
CharityEngine |
43817 | Feature | “Most Recently Activity” Now Available in Contact Query You can now use Most Recent Activity in contact queries as both a filter and an exportable field. This enhancement makes it easier to exclude contacts based on recent activity or pull key details—such as activity type, date, and assigned contact—directly into your query results. With this added visibility, fundraisers can quickly build accurate call lists, prepare handwritten notes, personalize event invitations, and track recent interactions without extra manual steps. |
CharityEngine |
43798 | Feature | CRM Custom Field Management & Import Enhancements Text custom fields now support imports of up to 999 characters (previously limited to 50). You can also set the maximum text length during custom field creation, giving you greater flexibility and control over data entry. |
CharityEngine |
43822 | Feature | Captcha Version 3 Enabled on all Online Forms All online forms now use Captcha v3, providing stronger protection against spam without disrupting the donor experience. Unlike older versions, Captcha v3 works invisibly—no clicks, puzzles, or extra steps required—delivering enhanced security with zero added friction. If clients choose to disable Captcha, Advanced Fraud Protection must be enabled. |
CharityEngine |
43803 | Feature | Household Rollup Giving History Added to Contact Query The Contact query now includes Household Rollup Giving History fields, showing aggregated giving for households alongside individual donor history. This update eliminates the need to export and merge multiple reports, streamlines the analysis of mixed household/individual giving, and ensures more accurate and consistent reporting. |
CharityEngine |
43410 | Bug | Legacy Generic Address Import Fields Used For Primary Address Creation for Household, Person and Organization |
CharityEngine |
43845 | Bug | Long numbers are not displayed in UI-friendly format on the Ranked Prospects widget |
CharityEngine |
43821 | Bug | Contact Record Giving History Doughnut Chart Inconsistencies |
CharityEngine |