New
Household members can be removed from a household Admin
Household members can be removed from a household Admin
You can now remove a supporter from a household directly from the household record or the donor’s own record. Removing the primary member automatically promotes another member to take their place.
Donor data sharing with marketing tools is now configurable Admin
Donor data sharing with marketing tools is now configurable Admin
New settings let you control whether donor information is shared with Google, Meta, and Tealium analytics integrations during checkout. Automatic forwarding stays off until you turn it on for each tool.
Changed
Behavior that worked one way before this release and works another way now.Virtuous recurring gift tracking defaults now off Integrations
Virtuous recurring gift tracking defaults now off Integrations
Recurring gifts pushed to Virtuous no longer automatically mark payments as tracked and automated. Turn tracking back on per integration if you relied on the previous default.
API page-size requests are now capped at 2000 TALK TO US API
API page-size requests are now capped at 2000 TALK TO US API
Index endpoints now reject a per_page value outside 1-2000 with an error instead of returning an unbounded page. Update any integration that requests larger pages or an unbounded result set.
Yearly giving summary links now last a year Admin
Yearly giving summary links now last a year Admin
Tax statement export links no longer expire after seven days and now stay valid for up to a year. The export email always goes to the account that generated it, not a submitted address.
Improved
Search results now refresh every minute Admin
Search results now refresh every minute Admin
Newly added or updated donor records now appear in dashboard search within about a minute, down from up to five minutes before.
Fixed
Checkout upsell modal ignores accidental backdrop clicks Checkout
Checkout upsell modal ignores accidental backdrop clicks Checkout
Clicking outside the post-donation upsell dialog no longer dismisses it as a decline. Pressing Escape still declines the upsell.