The following have been deployed in this release.
1. CharityEngine (released on 05/08)
2. CRM Automated Email Generator (released on 05/08)
3. Auctions (released on 05/08)
CharityEngine
ID | Work Item Type | Title | APP |
43644 | Feature | Unified Event Management You can now create an event registration form directly from the event details screen—no need to navigate elsewhere. Just click the three-dot menu to access new actions like Create Registration Form and View Registration Form. This update is part of our ongoing effort to unify event tools and streamline your workflow. |
CharityEngine |
43627 | Feature | Improved “View Online” Links for Advocacy Issues The View Online link for advocacy issues now opens the page from the very first step—without pre-filled address details—so you can experience the full workflow just like your constituents do. Simply click the three-dot menu and select View Online to preview the issue as a new constituent would. |
CharityEngine |
42474 | Feature | View Dietary Restrictions and T-Shirt Size on Registration Listing Screen Need to see important details like t-shirt size or dietary restrictions while checking in attendees? If you’ve included these custom fields in your registration process, registrant responses will now display directly on the registration listing screen, making event check-in smoother and more efficient. |
CharityEngine |
43626 | Feature | New Warning Notification When Marking a Contact as Deceased To help prevent accidental outreach or billing, users will now see a pop-up notification when marking a contact as deceased. This alert prompts you to confirm whether you’d like to turn off communication preferences, set the contact as inactive, and cancel any active recurring billing accounts. This added step ensures all necessary updates are made during this sensitive action. |
CharityEngine |
43612 | Feature | Ordered Dropdown Options in Query Builder Dropdown selections in query filters are now displayed alphabetically, making finding the option you need easier. For example, when filtering by "Date Created," options like “Before 24 Hours” and “Before 12 Months” will now appear in a logical, alphabetical sequence to improve usability. |
CharityEngine |
43611 | Feature | New Tooltip Explains Advocacy Engagement Metric We’ve added a helpful tooltip to the Engagement field on the advocacy issue edit screen. It now clarifies that the number shown represents how many times constituents have taken action on that issue—making it easier to interpret key metrics at a glance. |
CharityEngine |
43539 | Feature | Volunteer Report & Query Builder Updates You can now query and report on volunteer-specific data! Our Query Builder and Report Builder have been updated to support volunteer-related fields—making it easy to generate filtered reports by event, post, and more. |
CharityEngine |
43629 | Feature | Solicitor Gift Performance Report Want to see how your solicitors are performing? Our new out-of-the-box Solicitor Gift Performance report gives you a clear view of the dollars raised by each solicitor. Access it under Reports > Fundraising > Solicitor Performance Summary. |
CharityEngine |
41672 | Feature | Lapsed Donor Report Measure the effectiveness of your reactivation efforts with the new Lapsed Donor Report. Whether you're targeting LYBUNT donors in a year-end campaign or running ongoing outreach, this report shows how many lapsed donors you’ve successfully re-engaged—so you can measure results and fine-tune your strategy. Access it under Reports > Fundraising > Lapsed Donors. |
CharityEngine |
43617 | Bug | Recent Pages In Left Nav Now Appearing | CharityEngine |
43640 | Bug | Email Double Opt In Footer Configuration Escaping Html Brackets |
CharityEngine |
43631 | Bug | Email Editor Special Link Tokens Not Validating |
CharityEngine |
43605 | Bug | UX Improvement to Edit Advocacy Issue Screen |
CharityEngine |
43608 | Bug | CRM File Upload with Preview Control Formatting in New UI & P2P Avatar Rendering in CRM |
CharityEngine |
43486 | Bug | WYSIWYG Editor Add Button Url Not Saving |
CharityEngine |
43620 | Bug | Database Segment Builder Showing Without License |
CharityEngine |
43344 | Bug | The update of the pledge billing information will throw an error |
CharityEngine |
43643 | Bug | Add a Visual Cue to Distinguish Outgoing Payments in Conversions Tab |
CharityEngine |
43648 | Bug | Shopping Cart Inventory Settings Field Validation |
CharityEngine |
43649 | Bug | CRM Navigation Showing Top Level Option When User Has No Child Options |
CharityEngine |
43650 | Bug | Cancel Susainer Modal Not Visible After Assigning Initiative |
CharityEngine |
43630 | Bug | Contact Record Duplicate Notice Merge Link Not Working |
CharityEngine |
43638 | Bug | Slash Not Rendering on Contact Summary Description |
CharityEngine |
43639 | Bug | Incompatible Custom Field Color and Border Configuration Showing in UI | CharityEngine |
43354 | Bug | Error Copying Tax Statement Template And Form Spacing Incorrect |
CharityEngine |
ID | Work Item Type | Title | APP |
43352 | Bug | Auction Search Sorting Issues | Auctions |