Product Updates 8.15.2026

New features & improvements

• Text messaging registration now checks that your contact email matches your organization’s website before submission, helping catch potential registration issues before you pay the filing fee

• The Automation editor now loads the latest version of an automation and alerts you if another user has made changes since you opened it, helping prevent outdated edits from overwriting someone else’s work

• A new Forecast Dashboard provides a view of expected revenue across any date range by combining upcoming pledge installments, recurring gifts, and asks, with built-in filtering by owner and date. This dashboard is available from the dashboard dropdown on the main dashboard page.

• Contact profiles now include Fiscal Year to Date and Prior Fiscal Year giving totals for organizations whose fiscal year does not begin in January, alongside the existing calendar year giving totals

• Admins can now filter the Ask Board by individual team member, making it easier to review and manage a specific user’s asks

  Bug Fixes

• Fixed an issue where reordering automation steps could result in multiple steps being assigned the same order

• Improved bulk text processing to significantly reduce sending times for large group messages

• Fixed an issue where bulk text delivery statistics could undercount successfully delivered messages

• Improved error reporting for failed Call Webhook automation steps so the reason for the failure is now displayed instead of a blank error