The following have been deployed in this release.
1. CharityEngine (released on 01/30)
2. Apps API (released on 01/30)
2. Data Job Processor (released on 01/31)
CharityEngine
| ID | Work Item Type | Title | APP |
| 41816 | Feature |
Recommended Outreach and Recent Conversations
|
CharityEngine |
| 43227 | Feature | Organization Point of Contact Added to Opportunity Pipeline Cards The Opportunity Pipeline cards now display the point of contact associated with an opportunity's organization. This update is especially useful when managing a pipeline of grant opportunities, providing quick access to primary contact details directly from the pipeline view. |
CharityEngine |
| 43233 | Feature | Expanded Preferred Language Options for Contact Records Identifying a supporter's preferred language is now even easier with the updated Language tab in Record Details. This enhancement offers a broader selection of languages and allows you to add languages not on the list, giving you greater flexibility to capture and respect constituent preferences. |
CharityEngine |
| 43163 | Feature | New Opportunity "Actual Value" Field Added to Transactions Query The new “Actual Value” field is now available under Opportunities in the Transactions Query. This addition provides greater clarity and precision for reporting on opportunity outcomes, helping you better track and analyze fundraising efforts. |
CharityEngine |
| 43153 | Feature | New “Receives Calls” Field Added to Transactions Query The "Receives Calls" field is now available under Contact in the Transactions Query. This enhancement complements the existing "Receives Mail" and "Receives Email" fields, providing greater visibility and flexibility when managing donor communication preferences. |
CharityEngine |
| 43226 | Feature | Help Articles Search Improvements Finding the right help article is now easier. We've enhanced the search functionality in both the in-app support slider and the Help Center. Our updated search algorithm now delivers more accurate results, ensuring you quickly find the information you need. |
CharityEngine |
| 43258 | Feature | Online Wallet Filters for Transaction Listing Screen The Transaction listing screen now includes a filter for online wallet payments (Google Pay and Apple Pay) under the Payment tab in the advanced filter. This update makes it easier to track and analyze digital wallet transactions. |
CharityEngine |
| 43261 | Feature | Credit Card Wallet Details Added to Payment Summary Dashboard The Payment Summary dashboard now provides a detailed breakdown of payment methods when clicking on the Payment Method pie chart. This enhancement gives deeper insights into transaction sources, including direct credit card payments and digital wallets like Apple Pay and Google Pay. |
CharityEngine |
| 43276 | Feature | Pie Chart Legend Styling Enhancements Based on customer feedback, we’ve improved the styling of pie chart legends across the platform. These updates enhance readability and provide a better user experience when interpreting data. |
CharityEngine |
| 43283 | Feature | Drill-Down Button Added for Viewing Initiative Transactions A new drill-down button is now available in the three-dot menu on the Edit Initiative screen, allowing you to quickly view initiative transactions. Previously, this functionality was only accessible from the Initiative Listing screen. This update provides faster, more convenient access to transaction details within an initiative. |
CharityEngine |
| 43284 | Feature | Hover to View Exact Lifetime Donation Details on Contact Records Now, when hovering over key giving stats on a contact record, a tooltip will display the exact dollar amount, donation date, and a drill-down option for the Lifetime Value. This enhancement provides quick access to precise giving details without extra clicks. |
CharityEngine |
| 43262 | Feature | Most Recent Gift Date Added to Advanced Filters on Contact List Report The Contact Listing screen now includes an advanced filter for Most Recent Gift Date, making it easier to identify and report on your most recent donors. This enhancement streamlines donor segmentation and follow-up efforts. |
CharityEngine |
| 43275 | Feature | Fund Filter Added to Opportunities Report The Opportunities Listing screen now includes a Fund Filter in the Advanced Search, allowing for more precise reporting and segmentation based on designated funds. |
CharityEngine |
| 43292 | Bug | Saving manually updated CC expiration date | CharityEngine |
| 43146 | Bug | Formatting Improvement to CMS Page Products List |
CharityEngine |
| 43191 | Bug | Users Can Access Deleted Case View | CharityEngine |
| 43291 | Bug | New Event form, the ticket delete button will not delete added tickets. | CharityEngine |
| 43290 | Bug | Registration Web Form, Click here isn't responsive. | CharityEngine |
| 43267 | Bug | Delete Opportunity from Database Not Working | CharityEngine |
| 43260 | Bug | Pie Chart Drill Downs Not Working for Some Data Sets | CharityEngine |
| 42728 | Bug | Update Icons on "Dashboards" (home pages for each section like Contacts, Campaigns, etc) | CharityEngine |
| ID | Work Item Type | Title | APP |
| 43177 | Bug | Transaction Importer Not Allowing Negative Transactions | Data Job Processor |
