Product Updates 5.7.2026
New features & improvements
Pledge imports now include clearer error reporting, making it easier to identify which rows failed and why, so source data can be corrected quickly
Improved contact change detection for salutations and addressee fields helps reduce unnecessary update prompts when editing contacts
Activity reports now include a Template column, allowing you to see which receipt or letter template was used for each activity
Reports can now be filtered by giving page, making it easier to review donor and gift activity for specific pages and share results with hosts
The Giving Summary report now supports the same column selector available in other reports, including custom contact fields, and saves column preferences per user
A new Ask Pipeline Dashboard has been added under Dashboards, allowing you to compare up to five ask boards side by side with stage and board totals
Giving pages now support reversing the donation amount order, so higher giving levels appear first
The dashboard now includes a dashboard picker, making it easy to switch between the Primary, Campaign, and Ask Pipeline dashboards without leaving the page
Bug Fixes
Fixed an issue where some records imported through the QuickBooks Online migration tool could appear without a name
Updated the Largest Gift Date filter to function as a true date filter for more accurate report results
