Learn about our newest features and enhancements!
Release Notes Week of 9.16.2024

The following have been deployed in this release.

1. CharityEngine (released on 9/19)
2. Data Jobs Processor (released on 9/19)


CharityEngine

ID Work Item Type Title APP
41708 Feature Sustainer Dashboard Enhancements
We enhanced our popular Sustainer Dashboard with new features to give you deeper insights. Now, you can drill down on most widgets and access new metrics, including active and passive churn and lost revenue by media channel. This out-of-the-box dashboard provides critical metrics needed to assess the health of your sustainer program and pinpoint areas for improvement. 
CharityEngine
41674 Feature Anonymous Donations for Manual Entries
When manually entering a donation, you can now mark it as anonymous in one simple step—just like online donations! Previously, users had to create the transaction, navigate to the record, and manually mark it as anonymous. This update streamlines the process, saving you time and ensuring donor privacy with ease. 
CharityEngine
41895 Feature Update to Country Lists
We have updated the country dropdown options in response to user feedback. Outdated countries like Yugoslavia have been removed to ensure accuracy and respect for current geopolitical boundaries.
CharityEngine
41923 Feature One-Time Communication Series for Opt-In List Members
We’re excited to introduce a new, out-of-the-box communication series for opt-in list members. The "List Members" communication series allows you to effortlessly use your opt-in lists for one-time communication workflows. Want to send a three-email sequence to your newsletter subscribers about a new program-specific update? Now you can! You can also create custom one-time opt-in lists directly from the contact listing screen to fuel this series. This streamlined process not only saves you time but also lets you focus on delivering impactful messages to your audience.
CharityEngine
41583 Feature Web Form Dropdown List Template
You can now create and save custom dropdown lists for web forms. Users can build reusable lists instead of manually recreating dropdown lists for each form, making the form creation process faster and more efficient. For example, organizations that frequently list states can create a master list once and reuse it across multiple forms, saving time and ensuring consistency.
CharityEngine
41959 Feature Increased Field Capacity for Survey Questions
With this release, we’ve increased the character limit for survey question fields from 500 to 1500 characters. This update allows you to include longer questions, which can now accommodate definitions and the main question, making your surveys more detailed and comprehensive.
CharityEngine
41960 Feature Option to Import Notes for Phone Numbers
We’ve added a new feature allowing you to import notes for phone numbers. For example, you can include a note indicating that a mobile number has been verified recently. This enhancement ensures that important details about phone number status are captured and maintained. 
CharityEngine
42123 Feature Add Description Field to Activity Query
Users can now include the description field in their Activity queries, allowing for more detailed and flexible searches of activity information.
CharityEngine
42504 Feature Customize Order of Ask String Amounts on P2P Pages
You can now reorder donation ask strings on P2P pages, including placing the "Other" option at the end. This change helps encourage higher donations by adjusting the visibility of donation amounts.
CharityEngine
42284 Bug Error when importing Files with New importer CharityEngine
42499 Bug QuickBooks UI for First Time Set Up CharityEngine
42505 Bug Misspelling on Solicitor Update email template CharityEngine
42535 Bug Unable to remove end date on saved activities CharityEngine
42545 Bug Inconsistencies adding new table to location in old UI CharityEngine
42549 Bug Misspelling on form field configuration CharityEngine
42574 Bug Activity Calendar Not Showing Events CharityEngine
42594 Bug Data Import - Selecting template for contact imports will cause some mappings to not populate CharityEngine
42622 Bug Inconsistencies with saving of manually entered in-kind descriptions CharityEngine
42702 Bug List Member One-Time Communication Series, is failing with valid list. CharityEngine
42707 Bug CC for the email receipt will not save Emails. CharityEngine
42720 Bug Customize Order Of Ask String Amounts On P2P Pages, Label is off CharityEngine
42724 Bug Login screen error. CharityEngine
42732 Bug Forms Cleanup CharityEngine
42758 Bug The user can see the Priority of the Ticket that he submitted.
CharityEngine


Data Jobs Processor
ID Work Item Type Title APP
42406 Bug GL Code not creating upon import Data Jobs Processor

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