February 11, 2025: Release 25.02.0 - Under Review

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The new edit flow for donations has been updated with an enhanced user experience which also includes the same functionalities of the previous edit flow.

To use the new edit flow, navigate to Give, My Giving to see a list of your donations and matches. Select Edit or Apply for Match from the action column next to the donation you want to edit.

This feature was previously rolled out to a pilot group, but it has now been enabled for all clients.

For more information, see Edit flow.

Previously, when a user searched for a redirect organization for a stranded fund, the search results included all available organizations. This could include charities that could not receive the redirect due to processor restrictions. Now, the search results only include charities eligible for the redirect.

If the Volunteer Time Off feature toggle is activated for a community, the VTO eligibility checkbox is visible under the Benefiting Organization section when creating an event. The checkbox now simply determines if the event is eligible for VTO, and the event creator or organizer determines whether the event is eligible by selecting or clearing the checkbox.

Use the CRA Creator Report to display opportunity details and responses from CRA creators. This report only includes information on events and projects, not individual activities.

You can now access Blackbaud’s Impact Edge solution from the CSRconnect Admin Portal. Select Impact Edge under Reports to open it in a new tab. You must have an Impact Edge account with proper permissions.

To enable this update, contact your Customer Success Manager.

Tip: Impact Edge allows you to view your organization’s social impact across your YourCause solutions. To learn more about this solution, visit www.yourcause.com/products/impact-edge.

You can now manage skills and surveys from the CSRconnect Admin Portal.

• To manage skills, go to CSRconnect Admin Portal, Volunteer, Skills.

• To manage surveys, go to CSRconnect Admin Portal, Community Settings, Surveys.

Tip: To enable these features, contact your Customer Success Manager.

For more information, see Skills and Surveys.

To ensure that the GET /v1/employees/{affiliateEmployeeId}/metrics endpoint returns data that matches the user’s My Giving data, this endpoint has been updated to include PAC Match and Volunteer Match data.

For more information on the CSRconnect external API, see the External API Swagger.