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