August 20, 2024: Release 24.9.0

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On the payroll pledge warning modal, we've included clarifying text to notify California users about existing payroll pledges to restricted organizations. Payroll pledges to these organizations cannot be disbursed. When we receive the funds for these organizations, the pledges will be placed on hold. An email will be sent to them with instructions on selecting an alternate organization then.

CAF America is now an active processor for donations to India. Contact your Customer Success Manager to enable donations through CAF America.

Previously, admins selected a Featured Fundraiser by entering a fundraiser's ID in the Fundraising Design settings. Now, admins can search for active fundraisers to select a Featured Fundraiser.

For more information, see Fundraising design.

To help with the review process, admins who handle CRA opportunities can now easily recognize when a CRA request is from guest rather than an employee in CRA Manager.

• Any guest CRA requests will list the guest's name and email address rather than the name and address for the employee who signed them up.

• A guest indicator will appear next to the guest's name.

We’ve updated the board membership participation flow for volunteers who sign up for individual activities.

• The section heading is now labeled Organization information.

• The first subheading is now labeled Benefiting organization.

• The second subheading is now labeled Board membership.

• The description under the Board membership label has been clarified.

• The board membership button has been relabeled to Manage my board role with an outline style applied to differentiate it from other sections that require completion.

To enhance CRA reporting , users adding new activity entries to or editing existing activity on old RIA records must add an activity description before they can make changes.

Most companies don't permit Add Your Own organization participation to qualify for company-funded reward programs, which include volunteer grants, incentives, and Cause Cards. When event or project creators create an opportunity or volunteers record an individual activity (RIA) and the benefiting organizations are AYO organizations, a message appears indicating that participation may not qualify for company programs, and rewards may not be issued.

In addition, when users add their own organizations to opportunities or individual activities, they receive a prompt to include organization names to increase their administrative visibility within their company.

To assist with reviewing CRA requests, CRA admins can now review custom questions answered by project creators (if custom questions were provided and project creators responded to them). To view responses, navigate to the CSRconnect Admin Portal, Volunteer, CRA Manager, select the applicable request, and then select View project creator CRA survey answers.

The new Share Event option, located on event registration pages, allows employees to send an email invite to another employee by using search functionality. Employees can also copy the event link to share with multiple employees or in other communication forums.

An email invitation is sent to the invited employee and includes the following information:

• Event name and details

• Benefiting organization

• Event date or referral instruction for recurring event dates

• Event location

• A link to the event's registration page

For more information, see the Employee Invitation email in the CSRconnect Email Library.

The CustomQuestionSetResponseID column in the Custom Questions Report now displays survey data for custom questions answered by CRA project creators.

The Giving Campaign Individual and Campaign Transactional SSRS reports now include Parent Campaign ID and Parent Campaign Name as their last columns.

These columns help report users verify that they are referencing the correct reports, if there is a parent campaign that exists. If there isn't a parent campaign, the associated column fields are empty.

For the following SSRS reports, users can compare campaign data by selecting multiple giving campaigns listed in Giving Campaign Name or Giving Campaign Id:

• Campaign Individual

• Campaign Charity

• Campaign Transactional

• Campaign Geo

• Campaign BU

• Campaign Company

The IncentiveStatusChangedDate date column is now included in the Incentives Transaction Report. Admins can use this column to help track incentive activity and remind recipients to redeem their incentives as needed.

Two new columns, Is Group Active and Is Group Program Active, are now included in the Group Volunteer Participation Report. Results are either TRUE for the group or group program if they are active and FALSE if the group or group program are inactive.

When building an export in Standard Reports, the date range limit has been increased from one year to two years.

You can now access the CSRconnect Admin Portal from a browser on a mobile device.

YourCause CSRconnect has now integrated Pendo to enhance our client admin experience. Pendo is a dynamic tool which uses on-the-spot tool tips in the application to point out new or changing features. It also provides messages directly to admins so they do not have to leave the application to receive notices.

You may now see popovers, tool tips, or other messages in CSRconnect Admin Portal.

We have added an article to explain payroll reconciliation categories in detail for CSMs and client admins.

See Payroll reconciliation categories for more information.