Product Release Notes - April 2025

Please review the latest features, improvements, and more:

• New Features and Enhancements
• Improvements and Bug Fixes
• Tips and Best Practices

New Features and Enhancements 🚀

View and Download Impact Attachments

• Description: Users can now view and download files attached to impacts, improving visibility for administrators and verifiers.
• How to Use: Visit the Impact detail view and scroll to the Attachments section. Click on the attachment to download.

New Dispute Modal for Impacts

• Description: A new user-friendly interface now allows users to submit disputes on impacts directly through a modal popup.
• How to Use: Click the "Dispute" button on an impact, fill in the form, and submit. 

Fundraiser Creation Migrated to New View

• Description: Fundraisers can now be created through the New Event Workflow. Fundraiser settings like goals and countdowns are consolidated into one streamlined step.
• How to Use: Go to Add Event > Select Fundraiser as event type > Follow unified setup process.

Note: The fundraiser will not be publishable until a payment gateway is set up. Supported gateways include Stripe, Authorize.net, Touchnet, and PayPay Giving Fund.

Overbooking via Add Registrant Page

• Description: Admins can now manually overbook events if overbooking is allowed at the group level.
• How to Use: Navigate to Add Registrant page > Add User even if event is at capacity.

Predictive Search Enabled on Subdomains

• Description: Predictive search has been extended to subdomains using the New Add Impact workflow.
• How to Use: Go to Account > Settings > Enable New Add Impact Workflow.

Manage Grid Payment Filters

• Description: You can now filter and export payment/payout records by custom date ranges in the Manage Grid.
• How to Use: Navigate to Manage > Payments or Payouts > Apply date filter > Export.

Public Impact Privacy Update

• Description: To improve performance and reduce bot activity, guest users can now only view publicly shared impacts. Group members still see all relevant data.
• How to Use: No action required—this is applied automatically.

Improvements and Bug Fixes 🧰

• Custom Fields in Impact Workflow: Resolved issue where certain custom fields weren’t displaying between Classic and New View.
• Impact Workflow Date Validation: Users can no longer set only a start or end time—both are required for submission.
• Impact Search Fix: Corrected predictive search when only a default suggestion was returned.
• Accessibility: Improved screen reader support for start/end times, headers, and custom fields when adding impact.
• Timeslot Calendar Modal: Dashboard now shows correct shift details rather than event-level dates.
• User Dashboard Pagination: Fixed issue where groups were duplicated or missing across dashboard pages.
• Carnegie PDF Formatting: Converted new lines into HTML breaks for accurate export formatting.
• Course Summary Report: Reformatted to support large data sets, with better margins and landscape layout.

Tips and Best Practices💡

Enabling the New Add Impact Workflow for Subdomains

• Go to Account > Settings and toggle Enable New Add Impact Workflow to test out predictive search, custom templates, and dispute handling.

Filtering Payments in Manage Grids

• When reviewing payments or payouts, apply a date range filter first to narrow results before exporting. This is especially useful for monthly reconciliation.