This list consists of key new features, as well as issues reported by or of interest to customers. It is not an exhaustive list of updates.

New Features/Improvements

  1. Now, the platform will automatically run wealth and philanthropy screens on your high-value prospects, adding several key fields to the Relationship Profile. This feature, called Automatic Screenings, can be enabled by System Administrators via Control Panel > Manage Platform > Integrations.
  2. A new Targeter filter and column have been added, "Top 100 Donors", which identifies entities that have been a top 100 donor in any fiscal year.
  3. Within Control Panel, the Manage Seats page allows you to assign available seats to users and export a list of current seat holders.

Bug Fixes/Maintenance

  1. When creating or editing a proposal in Activity Center, the which fields are labeled as required is more accurate as you change the proposal's status.
  2. The page filter on Major Giving > Proposals for Project of Interest now shows all available projects, not just the first 100.
  3. On the Relationship Profile, images imported from Clearbit can now be more easily removed if needed.