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Surface Admin · 7 Checkout · 5 Portal · 3 Integrations · 11 API · 1

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New

Checkout can now apply conversion rules based on frequency, amount, and designation, with configurable add-on prompts.
Salesforce payment-method pull support is now available, including billable payment methods backed by Orbital.

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Changed

Behavior that worked one way before this release and works another way now.
Dashboard V2 session replay now records only sessions where an error occurred, instead of every session.
HubSpot deal imports no longer overwrite the gift date on existing imported or offline transactions.
Clearing a value in WeGive now clears the corresponding HubSpot deal field instead of leaving stale data, and tax-deductibility is now included in deal syncs.
Salesforce imports no longer overwrite fund (GAU) allocations that a customer manages directly, preserving their intended designation splits.
Bulk-import processing for Salesforce now runs without organization-specific hardcoded kill switches that were previously required.

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Improved

Recurring gifts synced to Virtuous now identify as automated and tracked payments by default, matching Virtuous-native behavior.
Campaigns, donors, fund allocations, pledges, journey history, communication lists, and payout views now load with fewer repeated data queries.
Checkout analytics, payment graphs, overview charts, and financial reconciliation reports now use fewer and narrower database queries.
Automation discovery, webhook handling, and Mailgun recovery now perform less redundant background work.
Search-key loading in the dashboard is now shared across tables instead of being requested repeatedly.
Failed VGS card initialization steps are now diagnosable without recording sensitive payment data.

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Fixed

Parallel integration pull runs now write to unique log files instead of overwriting one another’s output.
Event, registration, and fundraiser syncs to Salesforce no longer send unmapped custom-field names as payload columns.
ACH payment forms no longer depend on a third-party routing-number lookup service that’s no longer available.
Adding a Canadian payment method now shows PAD fields instead of US bank account fields.
Signing in through a custom domain now correctly retains organization and verification state during the login flow.
Anonymous checkout visitors no longer wait on a failed account-lookup request before continuing.
Donor portal sessions no longer log out immediately after a successful verification step.
Adding a donor login with a blank phone number now shows an actionable error instead of failing unexpectedly.
Implementing a fundraiser now includes a checkout selector that was previously missing from the panel.
RSS title and description merge tags can now be used in Beefree email templates.
Recurring plans imported via token transfer now advance to their next installment period when their installment date is today.
HubSpot record pulls now follow the API’s pagination continuation signal instead of page-size assumptions, preventing incomplete pulls.
Dashboard V2 event and event-registration records now include an entry point to their audit history, matching other record types.
Archiving a donor or household while HubSpot is connected no longer recreates it as a duplicate on the next sync.