Release Notes September 2025
💳 Checkout & Payment Upgrades
Guest Checkout Expansion
Donors can now set up recurring donations as guests (no account required).
Organizations can enable guest-only checkout mode.
Supports both card and bank payments.
Smoother email handling and streamlined donor experience.
Default Fee Allocation System
Transactions now include full fee allocation tracking.
Donor portals can designate which fund the covers fees selection gets allocated to.
Built-in protection against duplicate or incorrect allocations.
Donors and admins see clearer fee allocation details.
💌 Messaging & Engagement
Contact Point Management (v1)
Donors can now have a preferred contact method stored on specific communication list consent records.
Messaging tools follow preferences automatically.
Preferred contact visible in supporter views.
Feature flagged; request for enablement.
📊 Data Management & Reporting
Advanced Filtering Enhancements
Supporter filters now include custom fields, tags, and relationships.
Relative date filters (“last 7 days,” “last 30 days,” etc.).
Cleaner interface when no filters are available.
🧭 Journey System Improvements
Journeys now support redirect steps that allow you to create more complex journey flows and consolidate branching.
Supporters can enter journeys when removed from a tag — this trigger is also available for triggered messages.
Save without exiting when creating/editing journeys and messages.
Improved step naming and redirect handling.
🔗 CRM & Integration Enhancements
Salesforce
Added flexible Household/Non-Household record type support.
Better transaction tracking and sync reliability.
Improved contact updates and error handling.
Virtuous
Smoother syncs and more reliable data handling.
Streamlined contact management.
Finix
Improved payout ingestion pipeline.
💰 Payment & Transaction Management
Improved Stripe refund system for charge-based payments.
Payout exports now include transaction IDs.
Optimized expired primary payment method flows for returning donors.
Manual Payments
Manual ACH payments now display properly.
Offline check payments require valid dates.
🔁 Recurring Donations
Fixed $0 recurring plan validation user flow when pausing.
Improved date selection UI on recurring plan edit.
Improved status handling when pausing plans.
Improved timezone handling and edit flow.
🖥️ Dashboard & Donor Portal Improvements
Virtual Terminal
Cancel buttons can now redirect to custom URLs.
Donor Experience
Lifetime giving graph now defaults to last 9 months + 3 forecasted months.
Last donation dialog shows last donation in the currency of the organization.
Better date validation and input handling.
Improved checkout logic for smoother flows.
Supporter Management
Global search UI improvements.
Added address audit logs in supporter view.
✉️ Communication & Messaging
Added auto-responder support for all text messages.
Test emails now include “Test” in the subject line.
Fixed email editor issues (scrolling, buttons).
⚙️ Platform Improvements
Faster reporting and supporter filtering.
Better handling of complex allocations.
Longer fundraiser descriptions supported.
Improved donor journey display.
Improved portal behavior for inactive organizations.
🔒 Security & Data Integrity
Improved payment method flows for guest checkout accounts.
More resilient handling of allocations and payment operations for recurring installments and one-time payments.
📤 Import / Export
Fixed designation import mapping.
Improved validation during imports.
Exports now include transaction IDs.
🧠 User Experience Enhancements
Added “ask before leaving” prompts to prevent lost work in more create and edit flows.
Smoother navigation with improved history handling.
Updated pledge creation screens.
Better handling of date/time custom fields.
Enhanced table filtering and data display.
More consistent redirects in components.
📅 Data Management
Fixed donor preferred contact value backfill.
Added event data to schema for consistency.
Improved custom field handling across donor and transaction data.
Better timezone and date handling in reports and exports.