September 23, 2025: Release 25.10.0

To receive an email notification when new features are added, subscribe to the Product Release Notes in the YourCause Community.

1. Sign in or join the YourCause Community.

2. Select Product Release Notes, then YourCause CSRconnect Release Notes.

3. Select Follow, then select Notify me of new content to manage your notification preferences:

   • Select the bell to receive notifications within the YourCause Community.

   • Select the inbox to receive email notifications.

We implemented common typography to create consistency of fonts, texts, and styles across YourCause CSRconnect. This ensures a cleaner look and a more seamless experience for our product.

You can now autotranslate all languages for custom translations at once instead of custom translating each language individually. To use autotranslate, select Translate on any field that has translations enabled and has default text saved. On the translation modal, select Autotranslate All Languages.

After the translation is complete, you can edit or remove translations if necessary.

Warning: If there is no default text saved, Translate will not be available. Using autotranslate will overwrite any custom translations currently configured.

For more information, see Custom translations.

For the following imports, you can now upload a CSV with pipe/vertical bar (|) or semicolon (;) delimiters:

• Admin tools, Program Management, Incentive Requests, Issue Incentives or Revoke Incentives

• Community setup, Users, Manage Email Exemptions

• Community setup, Volunteer, Company Organizations, Upload Organizations

• Manage Event, Add Participants, Bulk Upload

When users apply a match program to donations, they are now prompted with custom questions instead of questionnaires. Additionally, the Questionnaires page has been removed as custom question sets have replaced questionnaires.

Admins can assign active custom question sets to match programs in the CSRconnect Admin Portal, Program Management, Match Programs page and users' responses are accessible in both Match Programs and the Approvals Manager.

Note: If you want to add a custom question set or edit an existing custom question set, contact your CSM. Creating and editing custom question sets will be available for client admins in a future release.

For more information, see Match program setup.

The following updates have been made to totals for Donation Details, My Cart, and Checkout:

• If your donation is recurring, you will no longer see recurring totals for your donation.

• Total match is now Total requested match, which displays the total requested match amount for both the annual amount and the total recurring credit card amount.

• We have removed the Estimated Annual Total and Estimated Annual Match Total fields.

For more information, see Checkout Flow.

When you view a match on the Approvals Manager page, you will now see the name of the charity as Original Charity Name. We have also moved the Matched Charity to be more prominent under the Organization Information section.

Similar to the Upload a file column in the Participation Summary report (located in Volunteer, Manage, Manage Event), a new column with this same information, DisplayName, lists the filename for any uploaded responses, but does not include a link to it. It appears at the end of the Custom Question Report, CRA Participations Report, and the CRA Creator Report.

For more information, see Custom Question Sets.

The Events data feed now includes the following columns:

• charity_name - Charity name

• charity_registration_number - Charity EIN

• charity_address_1 - Charity address 1

• charity_address_2 - Charity address 2

• charity_city - Charity city

• charity_state_or_province - Charity state or province

• charity_postal_code - Charity postal code

• charity_country_code - Charity country code

• charity_country - Charity country

• charity_admin_email - Charity admin email

• charity_ntee_code - Charity NTEE code

• charity_foundation_code - Foundation code

• charity_source_type - Charity source type

• charity_mission - Charity mission

• charity_category - Charity category

• is_parent_charity - True or false: Identifying if this is a parent charity

• parent_charity_id - Charity ID of the parent charity

• parent_charity_registration_number - Parent charity's registration ID

• parent_charity_name - Parent charity name

• parent_charity_country - Parent charity country location

For more information, see Data feeds.

The following columns are now included in the All Giving Report:

• Employee Payroll Center - Column data is from client HR data.

• Employee Position - Data is from the PositionTitle column in client HR data.

• Employee Department Name - Name of the employee's department

• Employee Job Code - Column data is from client HR data.

• Employee Shift Code - Column data is from client HR data.

• Employee Status - Column data is from client HR data.

• Employee Site Code - Column data is from client HR data.

• Employee Fulltime Code – Column data is from client HR data.

For more information, see All Giving Report.

Adjusted logic applies to the following columns:

• Information included for external_employee_id_2 is now listed in PERNR.

• Information included for external_employee_id is now listed in EmployeeID.

For more information, see Cause Card Report.

The following updates are now available for the Company Volunteer Report:

• Total Events is now Total Unique Events.

• Total Projects is now labeled Total Unique Projects.

• Total Individual Activities is now Total Unique Individual Activities.

• Total Organizations is now Total Unique Organizations.

• Spelling correction included for the Average Hours Volunteered column.

For more information, see Company Volunteer Report.

The following updates are now available in the Peer to Peer Fundraiser Summary report:

• Spelling correction included for the Fundraiser Name column (column B).

• The Fundraiser Page Goal Amount column is now Fundraiser Page Goal Amount USD.

• There is a new Fundraiser Page Goal Amount (Local Currency) column.

• There is a new Local Currency Code column.

• The Internal Pledge Amount column is now Internal Total Amount.

• The External Pledge Amount column is now External Total Amount.

• The Total Pledge Amount column is now Total Amount.

• The Employee Custom Field 1 column is now Creator Employee Custom Field 1.

For more information, see Peer to Peer Fundraiser Summary.

The following updates are now available in the Peer to Peer Fundraiser Details report:

• The Fundraiser Page Goal Amount column is now labeled Fundraiser Page Goal Amount USD.

• There is a new Fundraiser Page Goal Amount (Local Currency) column.

• There is a new Local Currency Code column.

• Missing Employee Custom fields (Employee Custom Fields 6-14) are now included.

For more information, see Peer to Peer Fundraiser Details.

You can now export Standard Reports in either CSV or Excel formats. When building your export, select the desired file type under Export Format.

As additional pages migrate to the CSRconnect Admin Portal, we've redesigned the navigation for ease of use and streamlined functionality.

The main navigation bar, which includes the Show/Hide feature (illustrated with three horizontal bars), has two sections:

• Admin tools - Use this option to manage content, approvals, and program metrics.

• Community setup - Select this option to configure features and settings.

The corresponding sub menu options, which are located under the community logo, switch based on which main navigation option users select. All routes and permissions remain the same.

Features and their updated locations are listed in Navigation enhancements, but the Search menu (located in both Admin tools and Community setup) is available to quickly locate menu options as well.

We have now added engagement elements templates with enhanced designs for the Resource Page, Voting Page, and Giving Page engagement elements.

Note: Contact your CSM to enable New EE Updates.

A consolidated email digest is now available for all pending approvals. Admins will only receive email digests once per day and can choose whether to receive them using the Receive pending approval notifications setting on the Approvals Manager page.

This enhancement eliminates the need for separate email notifications. The associated Manage Email Settings are no longer included on the Event, Projects, and Fundraisers Manager pages, and Manage Admin Emails is no longer included in the CRA Manager.

Note: Any admin accounts set up to receive email notifications through either Manage Email Settings or Manage Admin Emails will receive the consolidated email digest for all the request types they have permission to manage. Likewise, any accounts that were not set up to receive email notifications will not receive the email digest.

The email digest includes the following pending request types:

• Match Program

• Volunteer Grant

• Fundraiser

• Event

• VTO

• CRA

• Incentive

• Project

• NPO Event

For more information, see the Pending Approvals Email Digest email in the CSRconnect Email Library.

When assigning a Custom Question set to an organization under NPO Event Settings, you can now select a set that includes the Date Field question type.