The following have been deployed in this release.
1. CharityEngine (released on 11/07)
2. Integration API (released on 11/04)
3. Public API (released on 11/05)
CharityEngine
| ID | Work Item Type | Title | APP |
| 41743 | Feature | New Event Tokens for Receipts Users can now add event location details directly into event registration email receipts using a new location token. For example, the event registration receipt can now include location specifics, such as: "Thank you for registering for our event at the Hilton Hotel." Use the token [TRANSACTION.EVENT.LOCATION.NAME] to automatically insert the event location. |
CharityEngine |
| 42242 | Feature | CRM File Search UX Enhancements This release brings a series of enhancements to the Files functionality under People > Files for a smoother user experience. We removed the redundant “download” management option, clarified the Type filter by distinguishing between .ppt and .pptx PowerPoint formats, and added contact names to file listings when files are associated with a contact record. Additionally, the advanced search filter now allows search by the event registration ID. |
CharityEngine |
| 42304 | Feature | Fund and GL Code Added to Opportunities Query and Report Builder The Contact Opportunities query now supports filtering by Fund and GL Code, allowing users to include these details in their queries. Specifically, the new query fields include GL Code Name, GL Code Hierarchy, Fund Name, Fund Hierarchy, GL Code ID. This enhancement strengthens reporting capabilities and provides deeper visibility into the opportunity pipeline. |
CharityEngine |
| 42557 | Feature | New "Add" Option for Contact Record Descriptions Users can now easily add description details directly within the contact record’s description tab using the new “Add” option. This feature enables fundraisers to track and document valuable information about donors, enhancing their knowledge base for more personalized interactions and stronger donor relationships. |
CharityEngine |
| 42938 | Feature | "Coming Soon" News Articles Added to Newsfeed To keep customers informed of upcoming product updates and enhancements, the Newsfeed in the top-right corner of the welcome screen now clearly distinguishes between current news and “Coming Soon” updates. This new label provides customers with advance notice on important upcoming features. |
CharityEngine |
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42987
|
Feature | Updated Help Label for Account Icon In the Account Settings > General tab, we’ve updated the help label for saving the organization icon. It now clearly states, “Please click the Save button to save the new image,” replacing the previous reference to an incorrect "update" button. This change ensures clarity and reduces confusion when saving an icon image. |
CharityEngine |
|
43009
|
Feature | Dashboard Activity Participation Contact Link Users can now click on the participating contact link within activity names on the welcome screen. Additionally, hovering over the contact’s name displays a tooltip, “Click to go to record,” for added guidance. This feature provides quick access to related contact records, enhancing workflow efficiency. |
CharityEngine |
|
42969
|
Feature | Last Receipt and Acknowledgment Date Tokens Receipting and acknowledgment templates now support an additional personalization token for the date of the last receipt, enhancing customization options. The new tokens, Transaction.Receipts.Last.Date and Transaction.Acknowledgements.Last.Date, allow organizations to reference the most recent receipt or acknowledgment date when resending receipts. |
CharityEngine |
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43072
|
Feature | Fund and GL Code Filters Added to LYBUNT and SYBUNT Reports The out-of-the-box LYBUNT and SYBUNT reports now support filtering by Fund and GL Code. This enhancement allows organizations to generate more targeted donor reports by specifying funds or general ledger codes. |
CharityEngine |
|
42813
|
Feature | Recurring Billing Payment Correction Optimization Our latest update enhances the intelligent resubmission process for monthly donation collections, further optimizing our SustainerIQ technology. These improvements support some of the highest collection rates in the industry, helping our customers successfully capture more recurring donations with greater reliability. |
CharityEngine |
|
41721
|
Feature | Opportunities by Solicitor Reports Enhancements The solicitor reports found under Reports > Opportunities now feature a filter that allows users to sort by solicitor name. Additionally, there is an advanced option to exclude solicitors without active opportunities. This update simplifies data review, making it easier to focus on solicitors who are actively tracking opportunities. |
CharityEngine |
| 41793 | Bug | The merchandise amount selected on the webform is not added to the total. | CharityEngine |
| 42661 | Bug | Bulk Hide Option for Initiatives Not Functioning. | CharityEngine |
| 42570 | Bug | Update password page uses old UI layout. | CharityEngine |
| 42578 | Bug | Some actions on the Contact screen require clicking submit twice. | CharityEngine |
| 42665 | Bug | Admin News Article Formatting. | CharityEngine |
| 42693 | Bug | Dashboard issues. | CharityEngine |
| 42741 | Bug | The activities Dashboard Widget not show messages when no results are returned. | CharityEngine |
| 42750 | Bug | Add a visual handle to improve drag & drop on dashboards. | CharityEngine |
| 42783 | Bug | Editing scheduled time for email sends within Communication Series. | CharityEngine |
| 42787 | Bug | Display of URL's on webform listing screen. | CharityEngine |
| 42799 | Bug | Issuing Chargeback from Contact Record. | CharityEngine |
| 42642 | Bug | Creating New Data Job Scheulde Triggers Tab Visible. | CharityEngine |
| 42818 | Bug | Download audience action in Initiatives not working in the new UI. | CharityEngine |
| 42858 | Bug | Misspelling on Report/ Analytics dashboard screen "compliants"/ "complaints". | CharityEngine |
| 42863 | Bug | Delete Sustainer Account Button Not Working. |
CharityEngine |
| 42916 | Bug | No Visual Indicator for the Current Page in Pagination. |
CharityEngine |
| 42920 | Bug | Missing Error Message for Deleted Records in New UI. |
CharityEngine |
| 42930 | Bug | Tooltip rendering issue on the Query builder when field is close to edge of page and tool tip name is long. |
CharityEngine |
| 42953 | Bug | Fuzzy search inconsistencies in the Contacts module. |
CharityEngine |
| 42992 | Bug | Recent Items Left Nav Icon Placement UX. |
CharityEngine |
| 42996 | Bug | Contact Screen Drill Down Links Using Unorthodox Styling Different from Rest of App. |
CharityEngine |
| 43000 | Bug | Contact Record Engagement Score Display Issue. | CharityEngine |
| 43004 | Bug | The toolbar is Not Sticky on All Pages. |
CharityEngine |
| 43010 | Bug | Withdrawal Spelling in Bank Transactions Filter. |
CharityEngine |
| 43015 | Bug | Old UI Page History Tracking Exception. |
CharityEngine |
| 43086 | Bug | Missing Checkboxes in 'Is One Of' Filter Dropdown for Query Tool. |
CharityEngine |
| 43094 | Bug | Prevent Deletion of Campaigns with Children. |
CharityEngine |
| ID | Work Item Type | Title | APP |
| 42878 | Feature | Granular Receipting Control Framework for Integrated APIs With this update, integrators now have greater control over automated receipts and acknowledgments when using the CharityEngine API. We’ve introduced a global receipt template that serves as a default acknowledgment, which can be customized to meet specific needs. Integrators can now adjust key parameters, including the message template, email subject, sender address, and reply-to email, allowing for a more tailored acknowledgment experience. |
Integration API |
| 42303 | Feature | Enhanced Integration API Membership and Pledge Endpoints We enhanced our public API to fully support memberships and pledges, including all fields needed to create, edit, and delete these records. This update enables more comprehensive management of memberships and pledges through the integration API. |
Integration API |
| 42311 | Feature | Return Household Members with Full Contact Query Integrators using the CharityEngine API can now pull all household members when retrieving household records, providing a complete view of household relationships in a single query. |
Integration API |
| 42943 | Feature | Integration API Performance Improvements We enhanced the integration API to improve processing speed, allowing for more efficient data handling and quicker response times. |
Integration API |
| ID | Work Item Type | Title | APP |
| 42651 | Bug | The expiration date captures inconsistencies with embedded online forms. | Public API |
