Release Notes Week of 07.20.2026

The following have been deployed in this release.

1. CharityEngine (released on 07/23)
2. Public API (released on 07/23)
3. Workflow Engine (released on 07/23)

CharityEngine
ID Work Item Type Title APP
44403 Feature Flexible Household Giving Views
Household records now offer more flexible giving views, allowing users to toggle between different combinations of household members when viewing giving totals. This makes it easier to analyze individual and combined household giving, providing greater insight into donor relationships and household-level fundraising activity. 
CharityEngine
44425 Feature Filter Contact Transactions by Multiple Payment Methods
The payment method filter on contact records now includes a checkbox picker, allowing users to select and view transactions across multiple payment methods at once. This provides greater flexibility when reviewing a constituent’s transaction history and creates a more consistent experience with the Transactions listing screen. 
CharityEngine
44424 Feature Campaign Details in Transaction Tooltips
Transaction tooltips now display the campaign associated with each initiative. This information is available on both the Transactions listing screen and the transaction history within contact records, making it easier to understand campaign attribution without leaving the page. 
CharityEngine
44392 Bug Address Error When Reopening Batch Entry CharityEngine
44398 Bug Activities Showing All Users Even When "Mine" Selected CharityEngine
44431 Bug Case Intake Web Forms Will Not Create Case CharityEngine
44412 Bug Email Creative - Not Able to Add Tokens - MAC Only CharityEngine
44460 Bug Cannot Restore Transaction from Trash Can CharityEngine
44267 Bug Multi-Currency Refunds need to maintain presentment currency CharityEngine


Workflow Engine
ID Work Item Type Title APP
43829 Bug Workflow Transfer & Split Logic – Converted Donors Continuing Through Workflow Workflow Engine

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