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Surface Admin · 23 Checkout · 3 Portal · 5 Integrations · 7

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New

Themes can now set their own logo, favicon, and browser-tab header, with a configurable fallback order and a live preview.
A new visual explorer lets admins browse record relationships, open focused views, share direct links, and navigate between tables.
Chase Orbital is now available as a payment processor, supporting card and ACH payments, status reconciliation, and named connection selection at checkout.
Organizations can now group under a shared brand with brand-aware payment routing, enforcing one recurring plan per brand where configured.
Merge-tag variables can be previewed against a specific donor record across dashboard objects, instead of only showing placeholder text.
Impact cards can now be published without a prior edit, and their title and value fields support rich-text formatting including images and links.
Recurring-plan overview pages in Dashboard V2 now show the complete designation allocation breakdown.
The fundraisers list and scheduled exports can now be exported from Dashboard V2, closing a gap versus the legacy dashboard.
Answers to custom questions can now be edited in bulk instead of one record at a time.
The Canceled status can now be applied to multiple registrations at once, in both the list view and via import.
The conversations inbox now indicates and filters by unread inbound donor messages.
Donor sign-in through FusionAuth now supports inbound handoff and organization token-expiry, closing a gap in that authentication path.

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Changed

Behavior that worked one way before this release and works another way now.
Salesforce pull/push fund-allocation toggles now strictly control which direction data syncs and validate their dependent settings.
Recurring gifts pushed to Virtuous now default to automated and tracked payments, matching the behavior of gifts created directly in Virtuous.
Supporters who opted out of marketing communications now show the correct consent status instead of appearing consented.

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Improved

The donor portal checkout now autofills a donor’s name across the entire first-time giving flow.
Donation card-entry initialization now retries automatically up to three times on failure before asking the donor to retry manually.
The donor portal’s Recent Activity view now lists every designation attached to a gift instead of just one.
Supporters can now be uncommitted in bulk, with clearer contact identity resolution and improved soft-credit workflows during batch import.
HubSpot synchronization now matches designations by fund code in both directions for gifts and recurring plans, instead of name matching alone.
Stored integration credentials are now encrypted at rest across all integration types, with a safe migration and backfill path for existing data.
Checkout and form records can now be archived and restored directly from their own detail page, not only from the table view.
Fields considered risky to edit after creation now support editing with an explicit warning, rather than being locked entirely.

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Fixed

HubSpot deal stages now update when a gift’s status changes after the deal is created, instead of staying fixed at creation-time status.
Payment KPI views now correctly fetch and display same-period prior-year comparison data alongside current reporting scope.
Exporting sent messages now correctly loads saved presets and fields instead of failing to load them.
Payout processing now handles processor rate limits, manual payouts, and missing response data more safely, with improved lock diagnostics.
Pledge pushes to Salesforce no longer use outdated legacy field mappings.
Donation file uploads no longer fail against an incorrect 10-byte size limit.
Message Review previews now correctly show Compose-step formatting and resolved merge fields.
A Virtuous sync timeout no longer creates a duplicate gift; retries now detect and adopt the already-created record.
Custom-field update requests now validate allowed fields and can no longer reassign a field’s organization ownership.
Exported sent-message previews now display decoded content and subject lines instead of raw encoded text.
Custom-domain DNS checks now correctly distinguish an unverifiable domain from one that’s simply missing its CNAME record.
Re-syncing a supporter to Salesforce now works from the supporters table, matching the record-action path that already worked.
Recurring-plan allocation views no longer incorrectly show archived designations.
Soft credits with archived relationships no longer break dashboard tables or donor portal responses.
Fundraiser URLs now retain the peer-to-peer template selected during implementation.