November 1, 2023: Release 2.87.0

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When canceling an active payroll pledge, employees will now see a warning that their remaining match total may be inaccurate until their pending deductions have been processed.

Event creators can now minimize time and effort spent recreating events using the Copy event shift feature. They can only copy shifts to events where they are an organizer for or to those they created. Using the copy shift search modal, they can locate and copy a shift to the same or another event. For more information, see Manage events and projects.

Client admins can now control event start and/or end date changes and help prevent user mistakes after event approval. Until approval occurs, event creators can make adjustments to the event start and/or end date.

After Event Approvals feature activation, when event creators submit events for approval, a confirmation alert appears. They must confirm that the event information is accurate to move forward. After an event is approved, event creators must contact their client admin or another user with the Can Manage Events With Locked Options permission applied to request event start and/or end date changes.

Contact your Customer Success Manager (CSM) to activate the Event Approvals feature for either or both fields.

For more information, see Create events and projects.

With this release, we've sunset the Legacy Client Admin Panel since we've migrated all functionality into the CSRconnect Admin Portal.

We have updated the text editor in the Engagement Element Designer for more customization. Users can now select a Text Column Alignment style and use the Heading button to adjust font size. The text editor still allows Markdown formatting. For more information, see the Engagement Element (EE): Designer page.

Based on customer feedback:

• We've added the Report timing topic to identify when and how often different CSRconnect report types are run.

• We've reformatted the Create events and projects page to display steps within shorter procedures.

• We've re-labeled the "Security roles" topic to Roles and permissions.