April 8, 2025: Release 25.04.0

1. Visit the CSRconnect Admin Portal homepage and select CSRconnect Community or contact your Customer Success Manager to request the link.

2. Select Join the YourCause CSRconnect community.

3. Select Latest news.

4. Select Subscribe.

5. Choose how often you want to receive email notifications (Instant, Daily, or Weekly).

We have made the following updates to Peer to Peer Fundraisers:

• From Explore Fundraisers, users can now filter the fundraiser list for charities eligible for donation.

• Explore Fundraisers will no longer display the Featured Fundraiser if that fundraiser has expired.

• Previously, employees could not view another user’s expired fundraiser. Now, all users can view expired fundraisers. Expired fundraisers are still ineligible for giving.

• Fundraiser creators and editors can preview their declined or pending fundraisers.

• To allow employees to see what fundraisers they have supported, My Fundraisers now includes a section for fundraisers the user has donated to.

The employee invitation email now includes the event time based on its respective time zone.

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

The following columns have been added or updated in the Volunteer Events Report:

• Is VTO Eligible - This event is eligible for Volunteer Time Off (VTO)

  • TRUE

  • FALSE

• Event Updated Date – The date the last update occurred for the event

For more information, see Volunteer Events Report.

The Board Member Updated Date column is now included in the Board Membership Report. This column identifies when the board member’s role was last updated (if applicable).

For more information, see Board Membership Report.

The Events DataSource now includes the following data points:

• Is VTO Eligible

• Event Updated Date

The Volunteer Participation DataSource now includes the following data points:

• Is VTO Eligible

• Event Updated Date

• Check In Source

  • QR Code - Participant checked in using the QR code

  • Organizer - Organizer or administrator checked the participant in using Manage Participants

• Check In Status

  • Checked In – Check-in completed

  • Check-in Removed – Event organizer removed the participant’s check-in using Manage Participants

  • Not Checked In – Participant did not check in

• Check In Updated Date

Volunteer and Custom Questions Datasource CRA now includes the following data points:

• Is VTO Eligible

• Check In Source

• Check In Status

• Check In Updated Date

Volunteer and Custom Questions Datasource Non CRA now includes the following data points:

• Is VTO Eligible

• Check In Source

• Check In Status

• Check In Updated Date

The Giving Datasource now includes the following data points:

• Latest Payment – Lists the payment check number

• Payment Status – Identifies the current payment status for the check

  • Pending

  • Deposited

  • Refund

  • In-Transit

  • Voided

To give client admins more control over their community’s peer to peer fundraising, we have moved the following settings to the CSRconnect Admin Portal. Client admins can now manage the following settings without help from their Customer Success Manager:

• Set the optional disclaimer text shown to fundraiser creators and donors.

• Manage your community’s Fundraising Social Share settings, which allow your community’s fundraisers to be shared with external donors.

• View a warning when your Featured Fundraiser has expired.

• Enable or turn off the email notifications sent to employees during the fundraiser approval process.

• Set default Message to Employee text for the fundraiser approval process.

For more about these settings, see Fundraising design and Fundraiser communication settings.

Note: Admins must have the Can manage fundraising design permission to mange these settings.

Previously, the displayed number of outstanding approval requests in the Account Manager only updated when the admin first logged into the CSRconnect Admin Portal.

Now, the outstanding approval request count will update every 5 minutes or when the admin takes an action.

To give admins quick access to their most used pages in the CSRconnect Admin Portal, we have added a Recent Activity section to the homepage. Admins who have visited the following pages will see them listed as links under Recent Activity:

• Reports, Insights Dashboard

• Reports, Standard Reports

• Charitable Funding Information

• Engagements, Manage Engagements

• Give, Match Programs

• Incentives, Incentive Management

• Volunteer, Opportunity Manager

• Volunteer, CRA Manager

• Volunteer, VTO Approvals

• Volunteer, Volunteer Grant Requests

• Fundraisers, Fundraisers Manager

For Standard Reports, Manage Engagements, Match Programs, and Volunteer Grant Requests, Recent Activity will link to the specific report, engagement element, match program, or volunteer grant program the user was working with.

The following updates have been made to documentation: 

• These report terms and definitions were published to Help:

  • Board Membership Report

  • Incentive Transaction Report

  • Charity Volunteer Report

  • Survey Report

• Also, all instances of Blackbaud Merchant Services (BBMS) have been changed to Blackbaud Integrated Payments (BBIP).