[Donor Management System] November 1, 2021

What's New

  • It's even easier to thank your donors and send tax receipts with multiple email templates!
  • Contact Search is now more intuitive by using "FirstName LastName" format.
  • Option to update Contact Types (e.g. from Individual to Organization).
  • Additional Donor Retention report and dashlet.

Bug Fixes

  • [Exports] Fixed issues around missing and duplicate data when exporting opportunities in .CSV format.
  • [Contributions] Improved ability to update billing details for DMS Credit Card recurring transactions.
  • [Advanced Search] Fixed display results when searching for two or more cities.