Release Notes Week of 06.02.2025

The following have been deployed in this release.

1. CharityEngine (released on 06/05)
2. Integration API (released on 06/05)

CharityEngine
ID Work Item Type Title APP
43709 Feature Email Blast Preview Text 
A new Preview Message field has been added to email settings, allowing you to customize the preview text that appears in recipients’ inboxes. Use this to add compelling context and boost open rates. 
CharityEngine
43705 Feature CRM UI Performance Improvements
We’ve enhanced page load speed and overall performance across the CRM. Contact records now load more smoothly, with fields rendering cleanly, eliminating the previous shifting effect. Similar improvements have been applied to record edit screens for a more seamless experience. 
CharityEngine
43713 Feature County Field Added to Audience File Export
You can now include the County field when exporting the Audience File from the Campaigns App. This enhancement supports clients preparing files for direct mail campaigns by enabling sorting and segmentation by county, streamlining workflows with mail house vendors, and reducing the need for manual data matching.
CharityEngine
43196 Feature EST Time Zone Notation Added Where Missing
To improve clarity, “EST” (Eastern Standard Time) is now displayed in time fields across the Communication Series where a time zone wasn’t previously indicated. This applies to areas that don’t include a time zone selector, helping users confidently schedule communications with clear time zone context.
CharityEngine
43602 Feature Batch Entry: Override Batch-Level Acknowledgement Templates
You can now override the default acknowledgment template for individual transactions within a batch. Simply click the receipt icon next to the amount field to adjust acknowledgement preferences, giving you more control and flexibility over how donors are thanked. 
CharityEngine
43708 Bug Export Using Mail Merge Not Showing Correct Template Options
CharityEngine
43685 Bug Cannot Uncapitalize Org Contact Name CharityEngine
43696 Bug Remove Pound Signs From Media Library Urls When Uploading New Images CharityEngine
43681 Bug Wrong results returned when filtering membership by next installment date CharityEngine


Integration API
ID Work Item Type Title APP
43697 Feature

Integration API Enhancements: Household & Employer Field Support
The Integration API now supports assigning and querying household and employer relationships. You can query contacts by HouseholdContact_Id or OrganizationContact_Id using the GetContacts endpoint, and view related members in full mode via the new OrganizationDetail.Members return object. 

The CreatePerson, CreatePeople, EditPerson, and EditPeople endpoints now include support for Organization, JobTitle, IsOrganizationPrimaryPointOfContact, Household, and HouseholdMemberType—enabling more complete and automated contact records. 

Integration API

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