July 29, 2025: Release 25.08.0

For those who are new to or want to learn more about reporting, there are two new report guides available for review: Reporting Overview and Reports - All Giving Report (AGR). To review these guides, under the question mark in the CSRconnect Admin Portal, select Get to Know CSRconnect.

To improve results when searching for a charity or volunteer opportunity, we have implemented a fuzziness setting, which returns search results that are not perfect matches to the search term. This will help with common issues from typos, misspellings, and use of punctuation.

CSRconnect will also now return results that include any of the words in a multi-word search term, rather than only returning exact matches.

You can now use the Can Create Fundraiser permission to control which users can create peer to peer fundraisers in your CSRconnect Community. You can limit this permission to selected admins or allow all employees to create fundraisers.

For more about permissions, see Roles and permissions.

In communities with only one currency enabled, the totals on My Fundraisers will now display in their community’s selected currency.

In communities that can use multiple currencies, aggregated totals will still be shown in USD.

To promote efficiency and team cohesiveness, users can now search for and invite up to 30 other users at a time to an event; guests are not included in search results. After selecting Share Event, they can use Employee Search to search for and select users.

Note: For users to appear in the search results, they must have an email listed in the HR file or a preferred email included for their account in CSRconnect.

To provide ease of use and enhance customers’ experience when redeeming volunteer hours toward multiple activities for a specific charity, the Incentives and Volunteer Grants features now offer users Select all and Clear all options.

Incentives

When choosing Select all, CSRconnect adds hours to activities listed, starting with the earliest event dates, then moving to the earliest individual activities, and then the earliest project dates. When an activity’s volunteer hour requirement is reached, redeemable hours are then applied to the next activity on the list until all hours are assigned.

Users can also manually select activities that occur on more recent dates and then choose Select all to fill in hours for earlier activities starting at the top of the list.

Volunteer Grants

Users can select an event with volunteer hours available to redeem, then a grant program to receive the hours. When choosing Select all and then submitting the grant request, CSRconnect allocates all event hours selected to the selected grant program.

Note: Regardless of the number of hours a volunteer redeems toward a grant, recipients can only receive the amount listed for that grant.

The Campaign Charity, Campaign Geo, and Campaign Company reports are now available as a standard report within the Standard Report’s Campaign category.

To promote global inclusivity and standardization across all reports, Campaign reports, and Standard Reports in general, now include “Postal Code” instead of “ZIP” or “Zip” code references.

We have moved volunteer campaign settings to the CSRconnect Admin Portal so client admins can manage this feature without help from their Customer Success Manager. You can manage your volunteer campaign settings from CSRconnect Admin Portal, Volunteer, Volunteer Campaigns.

For more information, see Volunteer Campaigns.

A new search option, Search menu, has been added to the CSRconnect Admin Portal to help admins find settings within the portal. This search option is above Home in the list of pages for the portal.

The following report terms and definitions will be published to Help:

• Campaign Individual

• Campaign BU (updates are forthcoming)

• Campaign Transactional (updates are forthcoming)

The following topics now include video links:

• CSRconnect Admin Portal

• Match programs

• Roles and permissions

• Splash modals