June 25, 2024: Release 24.7.0

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YourCause CSRconnect now detects the user's browser language and defaults to this language from the user's first login.

To activate this feature, contact your CSM. Enable Configure Onboarding by navigating to YC Admin, Manage, Community.

Note: If the user's browser language is currently unsupported by YourCause CSRconnect, the application defaults to US English.

We have updated the donation record layout to align with CSRconnect’s current design. To view a donation record, select View Donation Record for a transaction from My Giving.

Admins can now filter active and archived caps in either alphabetical or reverse-alphabetical order by selecting the Employee Cap Name column label and can filter for a specific name using the search feature. They can also sort the order of active and archived employee caps based on dates by selecting the Created and Updated column labels. The Created and Updated columns default to displaying employee caps from newest to oldest dates.

For more information, see Employee caps.

We have added a Can Edit Fundraisers permission to the CSRconnect Admin Portal. Admins with this permission can now edit Peer to Peer Fundraisers by selecting Edit Fundraiser from a fundraiser's page.

The New Donation button will be now be inactive for Peer to Peer Fundraisers where the benefiting charity needs vetting, has a state restriction, or has been removed from this feature’s eligible charity bucket.

We’ve made visual design updates to the Peer to Peer Fundraising feature to match the design of other features in CSRconnect.

• On the My Fundraisers page, summary tiles now display the user’s Total Donated YTD and Total Raised YTD. The fundraiser list now has Active and History sections. Users can search each section for their desired fundraiser.

• The Fundraising Community now matches the design of Search Opportunities and Search Organizations.

• Users can now access Create Fundraiser from My Fundraisers and the Fundraising navigation menu.

When admins approve or decline fundraisers using the Fundraisers Manager, the Message to Employee text field is now limited to 600 characters.

Admins can now enter custom translations for the following text fields in CSRconnect Admin Portal, Fundraisers, Fundraising Design:

• Name of Fundraising Community

• Fundraising Home Description

• Progress Bar ToolTip

• Recent Donations ToolTip

For more information, see Custom translations.

Previously, when admins declined a fundraiser, the text in Message to Employee only appeared in the fundraiser creator’s notification email. Now, fundraiser creators can view this message in CSRconnect by selecting the Declined status flag from My Fundraisers.

The All Giving Report, Transactions on Hold Report, and Pledge Report now include the Employee Residence Country Code and Employee Residence State Code at the end of each report. These columns can be null if the codes have not yet been submitted or the employee’s residence is outside of the US or Canada.

For more information, see All Giving Report and Transactions on Hold Report.

The legacy All Giving Report had a check cashed date filter option, which is now included in the current All Giving Report. The check cashed date is an indicator of when a payment is received, including when:

• A check is cashed.

• An automated clearing house (ACH) transaction or international wire transfer is received.

Transactions with entries in the Payment Cashed Date column will appear in the results.

For more information, see All Giving Report.

The Employee data feed now includes the following columns. These fields can be null for users who haven’t submitted information yet:

• employee_residence_country_code - Employee submitted country of residence

• employee_residence_state_code - Employee submitted state of residence

• employee_lineage - Employee management hierarchy

The Donations data feed now includes the following columns:

• employee_residence_country_code - Employee submitted country of residence

• employee_residence_state_code - Employee submitted state of residence

The Pledges data feed now includes the following columns:

• employee_residence_country_code - Employee submitted country of residence

• employee_residence_state_code - Employee submitted state of residence

For more information, see Data feeds.

If the cra_creator_custom_question_set_response_id is associated with events and projects, the following data points will populate data wherever applicable:

• volunteer_question_source displays “CRA”

• event_id

• volunteer_participation_id

• event_geocoding_msa_code

• event_geocoding_state_code

• event_geocoding_county_code

• charity_geocoding_msa_code

• charity_geocoding_state_code

• charity_geocoding_county_code

• volunteer_classification displays either “event” or “project”

If creator_custom_question_set_response_id is associated with projects, the following data points will populate data wherever applicable:

• volunteer_question_source displays “Creator”

• event_id

• volunteer_participation_id

• event_geocoding_msa_code

• event_geocoding_state_code

• event_geocoding_county_code

• charity_geocoding_msa_code

• charity_geocoding_state_code

• charity_geocoding_county_code

• volunteer_classification displays “project”

If custom_question_set_response_id is associated with projects, the following data points will populate data wherever applicable:

• volunteer_question_source displays “Signup”

• event_id

• volunteer_participation_id

• event_geocoding_msa_code

• event_geocoding_state_code

• event_geocoding_county_code

• charity_geocoding_msa_code

• charity_geocoding_state_code

• charity_geocoding_county_code

• volunteer_classification displays “project”

For more information, see Data feeds.

The Tableau Volunteer and Custom Questions Datasource now displays CRA and non-CRA custom question information associated with projects.

Program specific caps limit an employee's total donation made with certain match donation programs from exceeding the program specific employee cap. Once employees reach the cap for a match program, they are no longer prompted for a match in this program. They are also no longer prompted for a match if they have reached their match setting cap, but not their program specific employee cap.

Program specific caps are applied to offline, payroll, and credit card match programs.