April 30, 2024: Release 24.5.0

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If you are an auto provisioning client and you do not provide a currency code, your currency code will be based on your country by default. Previously, your currency code would have defaulted to USD.

If you want to change your currency code, an admin must change this setting in CSRconnect Admin Portal, Users, Non HR Employees by selecting the Edit icon next to your user.

The Stranded Funds Automation process can now resolve funds stranded due to a charity losing giving eligibility or becoming inactive on the YourCause platform. For more information, see Stranded Funds Automation.

CSRconnect will automatically save the user's time zone upon login based on their browser settings. Users can view and change their time zone from the My Account page.

For more information, see My Account.

We made updates for the streamlined checkout flow for both Donation Activity and Donation History.

• When a donation or scheduled pledge is eligible for a match, you can select Redeem Match, which was previously Apply Now.

• The charity organization name is now a hyperlink to the organization's page.

• Selecting the donation status now pops up a modal describing the status, similar to match status.

For the Scheduled section under Donation Activity, these are updates for the Action column.

• Edit donation is now Edit.

• Cancel Donation is now Cancel.

• The Edit match details and Cancel and Reapply Match options are now covered by Edit, so these options have been removed.

• Donate again redirects to the charity page tied to the pledge. This option only displays if the organization has the Give feature enabled.

For more information, see My Giving.

• Custom Questions data feed

  If a CRA custom question set is submitted for a project where participation occurred, the following data appears for that project:

  • The event_id column displays project_id information

  • The volunteer_participation_id column displays project_participation_id information

  • The event_geocoding_msa_code column displays project census_msa_code information

  • The event_geocoding_state_code column displays project census_state_code information

  • The event_geocoding_county_code column displays project census_county_code information

  • The charity_geocoding_msa_code column displays project charity_census_msa_code information

  • The charity_geocoding_state_code column displays project charity_census_state_code information

  • The charity_geocoding_county_code column displays project charity_census_county_code information

  • The volunteer_classification column displays 'project' as the value

• Volunteer data feed

  The following data points now process data:

  • custom_question_set_response_id

  • cra_question_set_response_id

  • cra_approval_status

  • cra_status_comment

The event_country column now lists the full country name.

In communities with segmentation, admins can now apply settings for home page design, message banners, and help page design to multiple segments. On those pages in CSRconnect Admin Portal, Community Settings, admins can select Apply to Segments and choose segments to inherit the current settings.

For more information, see Home page design, Message banners, and Help page design.

Based on feedback we've received:

• We have added a new page about allowing an employee to be an exception to community settings. See Exception Requests.

• We have added a new page about Company added organizations.