Learn about our newest features and enhancements!
Release Notes Week of 8.12.2024

The following have been deployed in this release.

1. CharityEngine  (released on 8/14)
2. Amex Daily File Registration Processor (released on 8/15)

CharityEngine

ID Work Item Type Title APP
38838 Feature Global Search Enhancements 
  • Saved Search Preferences: Your last selection for objects, fields, and dates will now be automatically saved, allowing you to set default search preferences and search across "All" records (e.g., people, households, organizations) without needing to specify the search object each time.
  • Detailed View: Toggle the "Show Details" option to preview more detailed search results, including addresses. 
  • Simplified Input: The search box no longer retains previous search terms, so you can start fresh without manually clearing old entries. 
  • Expanded Search Options: You can now search by full address, including zip code, by selecting “All” or “Address” in the field search settings. 
 CharityEngine
38838 Feature Improved Search Functionality on Listing Screens 
We’ve enhanced search functionality across the platform by removing retained search terms from listing screens (i.e., transactions and contacts). This means you no longer need to manually clear previous search entries, streamlining your searches for greater efficiency and accuracy. 		CharityEngine
38838 Feature Enhanced Hierarchical Reporting
The expand/collapse functionality for analytic reports with hierarchical data has been upgraded for clearer visualization. Users can now toggle between flat and rolled-up views. This enhancement applies to key data dimensions such as Funds, GL Codes, Campaigns, and Channels. For an example, see the Fund Revenue (pivot) report under Reports > Funds. 		 CharityEngine
42414 Bug Restored Password Reset Tooltips CharityEngine

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