June 02, 2026: Release 26.06.0

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Users can now share a direct link to a group program that opens the full list of groups. Previously, shared links would display a filtered or partial list, requiring users to clear searches, then select View More Groups Near You.

With this update, the direct link to groups automatically loads a complete list, and a new share action makes it easy to copy and distribute this link.

To continue modernizing the user experience in CSRconnect, we have redesigned the Create Opportunity and Record Individual Activity landing pages.

• On Create Opportunity, the tiles have been redesigned to highlight the opportunity status (Draft, Pending Approval, Published) and how many participants have signed up.

• In addition to Add Hours option, the tiles on Record Individual Activity now include a link to edit the activity’s details or delete the activity. The new tiles also highlight the reason why an activity is not editable, such as a VTO request or an Incentive request.

We have updated our tables across CSRconnect to better adapt to small screen sizes and improve performance on mobile devices. On small screens, tables may adjust their column size and introduce a scroll bar as needed. For some tables, the Action menu has moved and is now the first column.

We have added Slovak as a language option to help you engage more employees globally. You can select Slovak as your preferred language from My Account and you can save Slovak translations for any text field that supports custom translations.

Note: If you previously used the Autotranslate All Languages feature, you will need to add a translation for Slovak or regenerate all translations.

When you open an opportunity from Search Opportunities and then use the back button, any search terms and filters you selected on Search Opportunities will now be retained. This will allow employees to browse volunteer opportunities without having to reenter their search criteria.

Recurring credit card pledges now automatically roll over to the next eligible match program when their current program expires. A new scheduled job evaluates each pledge using existing match eligibility criteria, including user, charity, donation amount, and program requirements, and creates a new match request when all checks pass.

Use the new Rollover Settings to designate a new credit card match program as the rollover target for a previous credit card match program.

Note: The match programs must have compatible employee categories, charity eligibility, match amounts, and currency. Donations that do not meet the new match program's eligibility criteria will not be rolled over.

If no eligible program is available, the pledge is skipped with no errors.

This automated process reuses the same eligibility logic as the checkout flow and payroll rollover process, and logs results with no changes to existing rollover tools.

Recurring credit card pledges are now automatically canceled when a related transaction enters a Stranded Funds Automation (SFA) hold, stopping all future installments, canceling any associated match request, and notifying the donor with the reason for cancellation to prevent further processing on inactive or held donations.

To help you understand your organization’s stranded funds, we have made the following enhancements to the Transactions on Hold report:

• When you build an export of the Transactions on Hold report, you can now select whether your report should include transactions currently on hold (Hold) or transactions whose holds have been resolved (Hold Processed).

• We have added 37 columns to the Transactions on Hold report to provide additional details about the holds placed on your transactions, the associated processors, and the dates within the SFA redirect process.

• We have removed the Number of Payment Attempts column. You can still find this data in the Number of Payment column.

You can now filter your match programs by program type (All, Volunteer, Credit Card, Payroll, Offline). For the volunteer type, you can also filter by the type of volunteer match program (All, Individual, Team, Individual+Team).

We have made the following improvements to the CSRconnect Help:

• We have updated Custom translations to explain the types of translations available in CSRconnect and to help users identify fields that cannot be translated.

• We have updated Help documentation to provide easier-to-understand explanations regarding recurring credit card donations.