The following have been deployed in this release.
1. CharityEngine (released on 10/17)
2. CMS (released on 10/18)
CharityEngine
| ID | Work Item Type | Title | APP |
| 41704 | Feature | Membership Type Name and Status Now Clickable In settings, the membership type names and statuses are now clickable for more intuitive access to editing options. Previously, users had to click on the ellipsis and then manage to get to the edit screen. |
CharityEngine |
| 41859 | Feature | Customize Case Management Categories Users can now customize case categories in the settings for more personalized case management. For example, organizations can create their own categories such as donation issues, donor account support, event support, communication preferences, etc. This functionality helps better organize incoming donor requests, improves donor experience, and enhances case tracking and reporting. |
CharityEngine |
| 41993 | Feature | New Receipting Tokens for Fund Names and Fund ID Nonprofits can now personalize receipts by referencing fund names and fund IDs using new dynamic tokens, including Transaction.Single.Fund.Name and Transaction.Single.Fund.ID. This enhancement lets you acknowledge and honor your donors' specific fund support, creating a more meaningful giving experience. |
CharityEngine |
| 42111 | Feature | Bulk Delete and Status Change for Configuration List Users can now bulk delete or change the status of key contact configuration lists accessible from the settings menu. This feature applies to Contact Tags, Prefixes, Groups, Funds, and Accounting General Leader Codes. By enabling bulk actions, users—especially admins managing large volumes of data—can save time and maintain a cleaner database. |
CharityEngine |
| 42274 | Feature | Admin Manage User Preferences Framework Admins can now set default Address Type selections for users entering addresses in contact records. For instance, if your Corporate Sponsors team frequently adds “Office” addresses as opposed to “Home,” you can designate “Office” as their default address type upon data entry. This feature streamlines the data entry process and offers custom data entry preferences for each user. |
CharityEngine |
| 42310 | Feature | Solicitor and Contact Solicitor Fields in Pledge Query Builder The Pledge Query Builder now supports searching by both Pledge Solicitor and Contact Solicitor fields, enabling users to easily include solicitors associated with each pledge in their queries. This enhancement improves reporting capabilities and provides greater data visibility. |
CharityEngine |
| 42369 | Feature | Change History for Contact Job Title, Prefix, and Suffix Users can now track the change history for contact job title, prefix, and suffix fields in the configuration screen. This update allows organizations to quickly identify when changes occurred and what was modified, helping database admins maintain accurate settings and prevent configuration errors. |
CharityEngine |
| 42423 | Feature | GL Code Field to Batch Entry Users can now add a GL code field to batch templates, enabling the entry of unique GL codes for each transaction. No longer limited to a single GL code per batch, this update allows greater flexibility. Simply toggle "Show GL Code" when configuring a batch template to add the column. |
CharityEngine |
| 42519 | Feature | USPS Sync & Address Enrichment Enhancements Previously, USPS (ZIP+4) updates were only available after a contact was created, but with this update, users can enrich addresses with USPS (ZIP+4) information immediately during the contact creation process. This enhancement streamlines address verification and ensures more accurate data from the start. |
CharityEngine |
| 42598 | Feature | Print Summary Option on Post-Batch Processing Page Users can now access the "Print Summary" option directly from the page that appears immediately after processing a batch, streamlining workflows and saving time. Previously, this feature was only available on the main batch page, requiring users to navigate back after processing. |
CharityEngine |
| 42534 | Feature | Contact Description Field Added to Report Builder Users can now include the "Description" field when building reports from the contact listing screen, pulling information directly from the contact record's description field. This enhancement improves reporting capabilities, offering more comprehensive insights and data visibility. |
CharityEngine |
| 42856 | Feature | New Matching Gift Tokens for Acknowledgements Users can now add tokens for matching gift details in acknowledgments, including the amount (transaction.match.transaction.amount) and date (transaction.match.transaction.date). This enhancement provides more detailed and accurate recognition of matching gifts. |
CharityEngine |
| 42857 | Feature | Household & Organization Search Fields for Matching Gifts Users can now search for matching gifts by Organization or Household Name from the transaction details matching tab. This enhancement makes it faster to locate specific records. |
CharityEngine |
| 42862 | Feature | New Spreadsheet View Actions for Contacts The contact listing spreadsheet view now includes the same management actions, accessed via the ellipsis, as the default listing view. This menu offers quick access to key actions like edit, merge, and delete, ensuring users can easily manage contacts regardless of their chosen layout. This update enhances usability by providing consistent access to important functions across multiple views. |
CharityEngine |
| 42875 | Feature | New Gift Category Field in Batch Entry The Gift Category field can now be added to batch entry templates, allowing users to assign unique categories to each transaction. To enable this feature, toggle "Show Category" in the batch template fields tab. This feature streamlines gift categorization during data entry. |
CharityEngine |
| 42888 | Feature | Event Attribution for Pledge, Sustainer, and Membership Accounts When adding a new pledge, sustainer, or membership account, users can now attribute it to a specific event directly under the Attribution tab. This enhancement simplifies tracking event-related contributions and improves the accuracy of event attribution. |
CharityEngine |
| 42924 | Feature | Auto-Focus in Search Field When Adding to Contact Records When clicking the "+" at the top of a contact record, the cursor will now automatically be placed in the search field, allowing users to begin typing immediately. This update streamlines the process by eliminating the extra step of clicking into the search field. |
CharityEngine |
| 42925 | Feature | Query ID Display on Query Builder Page The Query Builder page now displays the unique Query ID in the header when viewing a specific query. This enhancement makes it easier to reference and manage queries by providing quick access to their associated ID. |
CharityEngine |
| 42807 | Feature | Bulk Delete Import Jobs Database admins can now bulk delete import and export jobs, helping to keep the database organized and clutter-free. |
CharityEngine |
| 42351 | Bug | Enhance Display of Opportunities on Contact Record | CharityEngine |
| 42370 | Bug | Conditional fields within the query | CharityEngine |
| 42389 | Bug | Hide CMS if app is not licensed | CharityEngine |
| 42431 | Bug | Display inconsistencies with Communication Series conversions | CharityEngine |
| 42468 | Bug | Inconsistencies with editing import templates | CharityEngine |
| 42490 | Bug | Custom UI Script Role Assignment | CharityEngine |
| 42499 | Bug | QuickBooks UI for First-Time Set-Up | CharityEngine |
| 42791 | Bug | Managing shopping cart products page | CharityEngine |
| 42803 | Bug | Deleting files from pledge | CharityEngine |
| 42894 | Bug | Error Searching with Invalid Large Event Registration Id Number | CharityEngine |
| 42898 | Bug | Cannot manage Web Page - Receive Error screen | CharityEngine |
| 42907 | Bug | Duplicating Alt Views Causing Unique Constraint Error | CharityEngine |
| 42912 | Bug | Intermittent Disappearance of 'Override' and 'Manage' Options in Contact Record | CharityEngine |
| 42944 | Bug | New UI Navigation Items Missing | CharityEngine |
| ID | Work Item Type | Title | APP |
| 42970 | Bug | Next button on shopping cart | CMS |
