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Release Notes Week of 03.03.2025

The following have been deployed in this release.

1. CharityEngine (released on 03/06)
2. Campaign Mailer (released on 03/7)

CharityEngine

ID	Work Item Type	Title	APP
41716	Feature	Direct Giving Amounts Added to Query Builder and Report Builder The Contacts Query and Report Builder now support filtering by giving history through new fields for tax-deductible giving amounts for last year and this year. This enhancement enables more precise insights into donor giving patterns, allowing organizations to better understand and engage their supporters over time.	CharityEngine
43431	Feature	Enhance Transaction Report GL Codes Filter Multi-Checkbox Control The GL Code filter on the Transactions Listing screen now supports multi-checkbox selection, allowing users to select multiple GL codes when running a search. This improvement makes it easier to filter and analyze transactions associated with multiple GL codes in a single report.	CharityEngine
42634	Feature	New Acknowledgment Tokens: Initiative Description and First Transaction Date We introduced two new tokens for acknowledgment templates: Initiative Description Token: Customize your acknowledgments with a tailored description of the associated initiative. First Transaction Date Token: Personalize your acknowledgments based on donor's history by including the date of their first transaction. This token enables more customized language for donors giving for specific durations. These tokens enhance the flexibility and personalization of your acknowledgment communications.	CharityEngine
41712	Feature	New Fiscal Year Query Builder Filters & Fields We’ve enhanced the query tool with new date fields filters: “Fiscal Year to Date” and “Last Fiscal Year.” These additions enable automated updates, eliminating the need for manual adjustments to queries that rely on fiscal year data. This update simplifies workflows and improves efficiency for fiscal year reporting.	CharityEngine
43183	Bug	Transactions Batch, will have Transactions (not clickable) before the Batch is Saved.	CharityEngine
43363	Bug	Ascending/ Descending sort on listing screens	CharityEngine
43294	Bug	Contact Badge Shows All Instead Of None For Contact Types	CharityEngine
43425	Bug	Advanced Filter Clear Button Clearing Order By Field And Direction	CharityEngine
42439	Bug	Batch Processing Page_Load Error	CharityEngine
43311	Bug	Display inconsistencies with address for batch entry	CharityEngine
43405	Bug	Inconsistencies with saving payment method on membership import	CharityEngine

Campaign Mailer

Work Item Type

Title

APP

42634

Feature

New Acknowledgment Tokens: Initiative Description and First Transaction Date
We introduced two new tokens for acknowledgment templates:

Initiative Description Token: Customize your acknowledgments with a tailored description of the associated initiative.
First Transaction Date Token: Personalize your acknowledgments based on donor's history by including the date of their first transaction. This token enables more customized language for donors giving for specific durations.

These tokens enhance the flexibility and personalization of your acknowledgment communications.

Campaign Mailer

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