Product Updates 10.24.2026

New features & improvements

• Funds: custom fields
  Funds now support custom fields, giving you more flexibility to track organization-specific information alongside each fund. Fund custom fields can be created in Settings, completed on the Fund form, viewed on the Fund detail page, and used as columns, filters, and exports on the Funds list and Gift Report. They can also be populated through imports and read or updated through the Public API and Zapier.

• Templates: archive and restore
  Admins can now archive templates that are no longer actively needed and restore them later from a new Archived view. If a template has already been used, deleting it will archive it instead. Templates that are still actively used for receipts, giving pages, forms, or active automations are protected from deletion, with a message showing where the template is currently in use.

• Zapier: gift custom fields
  Gift custom fields of all supported types are now included in Zapier gift triggers and can also be populated when creating a gift through Zapier.

• Zapier: more consistent custom field output
  Zapier triggers now return custom fields in a consistent order, including blank values when a field is empty, along with named custom field values. This helps keep field mappings in existing Zaps from shifting based on which custom fields happen to contain data.

• Funds: search by Account Number
  The Funds page now supports searching by Account Number in addition to Fund name, matching the search behavior already available when selecting a Fund elsewhere in DonorDock.

• Gift Batch Report: additional Fund columns
  Gift Batch Reports can now include "Fund Account Number" and "Fund Class" as columns, bringing them in line with the options available on Gift Reports.

Bug fixes

• Unsaved changes in the template editor are no longer overwritten by the original design, and saving template settings no longer changes the template content unexpectedly.

• QuickBooks Online's Create Customers option now creates new donors as customers instead of associating them with the hidden default customer.

• Increasing the QuickBooks Online gift sync age now correctly includes gifts that fall within the newly expanded sync window.

• DAFpay soft credits can now be saved correctly, and Chariot status updates are applied to both linked gifts.

• Fixed an issue that could create duplicate Funds when syncing from GoFundMe Pro.

• Bulk Emails now correctly send to a contact whose primary email is also listed as another contact's spouse email.

• Campaign pledged totals now reflect the current pledge balance after related gifts are added, updated, or deleted.

• Dashboard header buttons now display consistently across dashboards.