The following are deployed in this release.
1. CharityEngine (released on 2/1)
2. Data Job Processor (released on 2/1)
3. Billing Engine (released on 1/31)
4. Auctions (released on 1/31)
5. Integration API (released 01/31)
CharityEngine
| ID | Work Item Type | Title | APP |
| 41323 | Feature | Allow Permission-Based Export of Credit Card Expiration Dates Our Query tool now allows users to export donors' credit card expiration dates. It's important to note that the user initiating the query or creating the data job must possess full credit card view permissions, including miscellaneous and configuration permissions. |
CharityEngine |
| 41654 | Feature | Household Update Performance Improvements We have implemented a set of incremental enhancements to boost the Contacts Application's efficiency when updating household records. These performance improvements translate to faster household record updates, ensuring a more expedient and seamless user experience. |
CharityEngine |
| 41647 | Feature | Add Contact County Field to Transactions Query Table We have incorporated the Contact County Field into the Transactions query, enhancing reporting capabilities for organizations that rely on county-based data. Now, users can leverage this functionality to streamline and optimize their reporting processes based on contact county information. |
CharityEngine |
| 41630 | Feature | Add Contact Solicitor to Transactions Query Builder Tables This update introduces Contact Solicitor to Transactions query, expanding search capabilities for donations. Users can now query donations by the original contact solicitor, enabling more personalized donor communications, such as acknowledgment letters and end-of-year statements. Previously, donations could only be queried by transaction solicitors. |
CharityEngine |
| 41594 | Feature | Last 12 Months Tax Deductible Amount Contact Field in Query Builder Users can now access the "last 12 months tax deductible amount" field under the Giving History dropdown menu in our Contacts query. This valuable addition serves as a powerful token for creating custom end-of-year statements. Now, organizations can easily and accurately incorporate a donor’s last 12 months' tax-deductible amount into statements, providing a streamlined and efficient process. |
CharityEngine |
| 40828 | Feature | Event Registration Ticket Management Special Link for Email Blasts Your email blasts now include a token for a personalized link facilitating event ticket management. When details about registrants’ dependents are available, you can send them a reminder via email to register guests or manage their tickets. For example, you can send an email like, "Hi John, your event is in a week! Click here to update your guest list." This secure link takes your registrant to the user center, enabling easy changes to their guest list. This feature ensures convenient registration management, enhancing engagement for an optimal event experience. |
CharityEngine |
| 41501 | Feature | Add Advanced Associated Record Types to Notes Importer With the latest update to our Data Import Wizard in the Automation & Workflow Application, users can now import notes associated with any record type that includes a notes field on our platform, such as activity and transaction records. Unlike before, where the import was limited to notes associated with contact records, this enhancement ensures a more comprehensive data migration experience. This is particularly valuable for new customers migrating data from another platform, preventing any loss of essential notes associated with their various record types. |
CharityEngine |
| 41303 | Feature | Add Membership Type Token to Receipts When your supporter purchases a membership, you can now include details such as membership type, payment method, and payment frequency in their receipt email. This update allows you to craft more personalized messages when expressing gratitude to your donors. |
CharityEngine |
| 41643 | Bug | Autopay Setup Configuration |
CharityEngine |
| 41635 | Bug | Better Handling of In-App Client Case Notifications & Segmentation | CharityEngine |
| 41607 | Bug | Batch Gift Entry Date UI/UX | CharityEngine |
| 41534 | Bug | Spam Test Incorrectly Reporting Message-ID Missing | CharityEngine |
| 41486 | Bug | Issues with Organization Contact Imports | CharityEngine |
| 41659 | Bug | Contacts - Filtering by an Opt-In List that is a Linked type (Parent) does not return the contacts of the child opt-in lists | CharityEngine |
| ID | Work Item Type | Title | APP |
| 41540 | Bug | Auctions - Buy it Now button is not disabled when the user not signed in | Auctions |
| ID | Work Item Type | Title | APP |
| 41395 | Bug | Improvements to Billing Engine Batch Restart Alerting | BillingEngine |
| ID | Work Item Type | Title | APP |
| 41533 | Feature | Integration API Category Assignment Support for Transaction Creation CharityEngine is excited to introduce our improved integration API documentation now available on Postman, the leading public API platform. This upgrade ensures enhanced documentation and organization of our APIs, empowering clients to integrate and synchronize various applications effortlessly. For convenient access to the CharityEngine API documentation on Postman, please use the following link: https://shorturl.at/dklnS. |
Integration API |
