July 25, 2022: Release 2.74.0

1. Go to the YourCause CSRconnect User Community.

   Tip: This community is private. Check your emails for an invitation with URL. The community also enables you to network with your peers at other organizations, discuss best practices, suggest ideas for new features and enhancements, comment on ideas, vote for your favorite ideas, and more.

2. Either sign in with your existing Blackbaud Community credentials or select Sign up to create an account.

3. Return to CSRconnect’s Community and select the Latest News tab.

4. Select Subscribe .

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

When activating Stranded Funds Automation, client admins can now set the start date for the feature.

If you are interested in learning more about Stranded Funds Automation for stale checks, contact your Customer Success Manager (CSM) or CSM team.

The redirection page now contains one search. This search retrieves options from a redirection bucket that applies to both employee and company funds.

If a user takes no action to re-direct funds, the auto-redirect job now references a single redirection list that applies to both employee and company funds. The organizations in this list include one default and up to four additional suggested charities.

If you are interested in learning more about Stranded Funds Automation for stale checks, contact your Customer Success Manager (CSM) or CSM team.

After your CSM includes custom-translated text for selected Volunteer fields in a community, users within your community can view custom text if they have an applicable language selected.

Fields that now have custom text translation available:

• Event Name

• Event Description

• Meetup Instructions

• Shift Name

For more information, see Language in My Account.

You can now retrieve lists of registered participants for past and future events using external API endpoints. Contact your CSM for further assistance.

Note: Lists do not include waitlisted participants.

As part of the RIA feature, clients can enable the Charity - Add your own option but decide to turn it off at a later date. When this option is disabled, users can no longer edit AYO entries.

To make adjustments to this option, contact your CSM.

When admins create or edit a program from the CSRconnect Admin Portal, they can use the new Admin Settings area to manage group permissions.

• Default admin permissions - Use this to enable or disable the default settings applied to new members of groups within a program.

  • Existing admins have all permissions enabled by default, but you can disable them as needed.

• Admin titles - Enter Titles for each admin’s role in the group. The titles will appear on the group’s page, in the list of admins for the group. By default, all admins have the title “admin.” Use more descriptive titles to indicate to group members which admin they should contact for their needs.

• For titles that are consistently used by multiple groups or multiple admins (such as “volunteer coordinator” or “event coordinator,” consider whether to + Add Title as a Custom Title. Your organization can set up up to 10 custom titles, which appear as options in a drop down menu.

When admins create or edit a program from the CSRconnect Admin Portal, they can use the new Admin Settings area to determine which permissions the group admins and group members have by default.

For each program, determine whether users can:

• Message members

• Delete groups

• Edit:

  • admin permissions

  • admin titles

  • admin reporting dates

  • group details

• Add or remove:

  • admins

  • group members

  • events

  • organizations

  • documents

  • projects

  • photos

When a super admin or group admin views the All Members tab, the list of members now includes a column to indicate the Role of each individual. This enables admins to quickly identify which users are admins or members of the group.

From the list of All Members, locate the row of a user. At the end of the row, select the options menu. Based on your admin permissions, you may then be able to:

• Message member

• Add or remove member

• Add or remove admin permissions

When a user views their My Groups page and opens a group that they are an admin for, the user has the same permissions and corresponding options available as they do when they view the admin view of the group.

When you select to Edit Admin Details for a group, the Manage Admin tab appears. It now includes columns to indicate:

• Display - whether admin names are shown on the group page

• Visible - whether a specific admin’s name is visible or hidden from the group’s display

• Title - descriptions of the admin roles

• Permissions - what the admin can see and do

• Dates - for reporting

Group admins can now customize the order of admin names on their group page. For example, if some admins are more active or experienced than others, list them first.

From Manage Members, select Manage Admins and then select Customize Display Order. Alternatively, from the Group Profile page, select Customize Display Order. To reorder the admins, select an individual’s row. Then drag and drop it to the desired location in the list.

Admins who are marked as “hidden” (rather than “visible”) do not appear in the group display, regardless of their sort order.

We’ve made a number of cosmetic enhancements to improve the consistency of the user interface for groups. For example:

• When a table can be sorted, the heading of the column appears as a blue link.

• When the column is being used to sort, an arrow indicates if the information is ascending or descending.

We’ve made the user interface more consistent. Modals no longer include a X button to close the modal. Instead, modals with

• no call to action can be dismissed by selecting Close.

• a call to action (such as Submit) can be dismissed by selecting Cancel.

• a primary call to action (such as Continue) and a secondary one (such as Back) can be dismissed by selecting Cancel.

These buttons appear at the bottom of the modal. Users may need to scroll down first.