People Release Notes (2025)

December 29, 2025

Enhancements

Giving Statement Process Changes and Improvements 🥳

We've updated the process to email and print Giving Statements to provide a more seamless experience. 

Here's what's changed:

• Work Without Waiting: Statements are generated in a behind-the-scenes queue. In other words, instead of being stuck on a page until statement generation is completed, you can work on other tasks while statements generate in the background.
• Completion Emails and In-App Notifications: Once your statements have been emailed or are ready to print, you'll receive a confirmation email and an in-app notification (the bell icon in the top-right corner). 
• Statement Download Links are Available under In-App Notifications: In-app notifications provide a permanent download location for your statements. (In the past, if you navigated away from the Giving Statement page, you would have had to run statements a second time to access the downloads).
• Faster and More Reliable: Statements now generate faster, and we’ve resolved issues that occasionally caused errors during execution.

Learn more!

Bug Fixes:

Inability to Create Batches for Input (Offline) Giving

• We addressed a critical issue that prevented users from successfully creating and submitting new offline giving batches. Previously, batch headers did not immediately display the entered batch name and expected total; the Contribution Date did not default correctly; and the Submit button could remain disabled with a confusing validation error. 
  
  Now, new batches display the correct name and expected total as soon as they are created, the Contribution Date automatically defaults to the most recent Sunday, and the form revalidates properly when you update the date. With these fixes, you can submit offline giving batches without needing hidden workarounds or extra navigation steps.

December 17, 2025 - iOS (iPad) Check-In App

Bug Fixes:

Mobile App Check-In was Printing the Incorrect Label Templates

• When checking into an iOS Check-In station via the Mobile App, the station printed child labels instead of the selected Name Tag or Name Tag with Group label types. This update ensures:
  • Correct Name Tag or Name Tag with Group labels now print based on group settings.
  • Name Tags are centered and formatted correctly, and no longer display unintended black lines or code.
  • Child labels print only when explicitly selected.

“Add Person” was Still Showing When Disabled in Station Settings

• The “Add Person” button continued to appear even when station settings disabled new-person creation. With this fix, users no longer see the Add Person option when the station does not permit creating new individuals, ensuring permission accuracy and preventing unintended data entry.

Check In would Not Function Without a Printer Selected

• Users were blocked from checking in if a printer was not connected, even at stations configured not to print labels. This update allows users to check in normally when label printing is not required, restoring the expected workflow behavior.

Spinner Restored for Search Results

• A loading spinner now appears while search results load, giving users feedback that the system is processing.

Logout Enabled for Offline Users

• Users previously stuck in Offline Mode can now log out and regain Online Mode without reinstalling the app.

November 20, 2025 - iOS (iPad) Check-In App

Enhancements:

 Adding a Family: More Info Button Allows Entry of Address, Birthday, and Gender

• When adding a Family, iOS check-in now includes a "+ Additional Info" option, matching the Desktop and Browser check-in experience. After entering primary details, users can select "+ Additional Info" to add an Address, Birthday, and Gender information. The same set of fields is available when adding a spouse or child, making data entry consistent and family records more complete. 
   

 Ability to Display or Hide the Add Person/Visitor Option

• Admins can now control whether the "Add Visitor" option appears during check-in under a person’s family. When disabled, users won’t be able to add new people or visitors. This helps ensure accurate records—especially for checking in children—so parent/guardian information is always captured. This setting is managed in app configuration for better oversight and security. 

Reminder: The ability to enable/disable adding visitors or family members during check-in is managed within People within each Check-In Station. When editing check-in station settings, scroll to the Check-In Look Up Screen area (pictured below).

Massive Speed Improvements for Check-In Search, Lookup, and Printer Search

• We've made the Check-In search and lookup FASTER. Massively faster. Nobody’s ever seen speed like this—trust us, we know a lot of software developers, and they all say, “Wow, this is the Ferrari of fast!”
  
  Everyone loves it. Everyone. And if they don’t, they’re wrong. Enjoy the speed. It’s the best. Nobody does fast like us. Nobody. 😜
   

SMS Character Limit Changes

• We’ve implemented a 612-character limit for all SMS messages sent from the iOS Check-In app to align with new messaging requirements. When sending an SMS, the message composer now prevents typing beyond this limit. 

Fixes

 Search Displays a White Background, Ensuring Proper Visibility

• We resolved an issue where the search bar background color matched the header, making the text difficult to read. The search bar now consistently appears with a white background to ensure clear visibility and readability across all themes.

October 21, 2025 (v. 1.237)

Enhancements

 Update Check-In Permission Wording

• Updated various check-in options to reflect clearer language for adding families and visitors, improving user understanding.

Data Point Addition - Messaging Enabled

• Added new Pendo data point to segment users based on Messaging feature status, enabling targeted guides and announcements.

Update Roles Screen for Alphabetical Order

• Names under each role are now listed alphabetically for easier user lookup and management.

 Add Export Permission Under Roles

• New export permission option added to People section, allowing admins to control who can export people data.

Fixes

Mobile API - QR Code Check-In Not Printing

• Fixed QR code parsing issue in mobile check-in, ensuring printed labels work correctly for all stations.

 ElasticSearch Indexing Returning MySQL Error

• Resolved MySQL date value error when indexing via ElasticSearch; admins can now reindex without interruption.

 System Log Throws Error On Search

• Fixed system log search errors affecting specific customers; log searches now display correct results without errors.

 Unable to Link Mailchimp - Error Message When Saving

• Addressed Mailchimp integration errors, allowing successful account linking and configuration.

 Members Outside Group Receiving Giving Statement Emails

• Fixed issue where non-group members received giving statement emails; now only targeted groups get emails.

Admin Unable to Update or Provision Accounts

• Resolved account provisioning errors on admin portal, so new accounts can be created and updated as expected.

 API Individual Search Count Mismatch

• API and SCCRM Web individual search results now show consistent counts for better data accuracy.

 Visitor Badge Notes Not Displayed in Grey

• Fixed display issue so visitor badge notes added during 'Add Person' flow now appear in grey as intended.

Merge Individuals Username Field Display

• Corrected display of Amplify username warnings during individual merge for whitelisted URLs.

M1 Remote Attendance Not Set to Absent by Default

• Default attendance status now sets individuals as 'Absent' when specified in group settings.

 Editing Gift in Finalized Batch Deletes Gift

• Resolved issue where editing a gift in a finalized batch deleted it from the batch but not from the member record.

 Individual Merge Failure Toast Not Re-Displayed

• 'Failure Toast' notification now consistently appears when expected during repeated user merge attempts.

Advance/Query Search No Results Over 10,000 Individuals

• Users can now view all records on the Advance/Query Search page, even when navigating beyond 10,000 individuals.

 Blue Man Ladder Error Exporting Individuals

• Resolved export errors for Individual records so files download successfully without Blue Man Ladder error.

Sorting Issues Part 3

• Improved sorting for residential and mailing address fields on Reports > Giving > Summary & Details page for better clarity.

October 7, 2025 (v. 1.236)

Enhancements

 Add new Export Permission under Reports

• Admins can now grant export permissions under Reports, allowing more control over who can export data.

Fixes

  API: Total count of Individuals Search mismatch

• Fixed a mismatch between the total count of individuals returned by the API and the SCCRM Web app.

 Semantic response for api/v3/people

• Updated semantic response structure for the People API for consistency.

M1 Remote Attendance not reporting Absents correctly

• Remote Attendance now correctly marks unselected individuals as absent for accurate records.

 Duplicated queue jobs for giving statement emails

• Fixed duplicate email job issues for giving statements to ensure each person only receives one email.

 Can't Print Labels when using Group By Family

• Resolved an urgent issue preventing label PDF generation when using Group By Family.

 api/v3/people API pagination and items structure

• People API now returns correct pagination details and improved items structure.

 Reports > Giving > Details >Email Statement

• Email Statement and Print Statement now work correctly with multiple filters in Giving Reports.

 Individual Details > Blue Man Ladder error

• Fixed Blue Man Ladder error when switching to the Account Tab in Individual Details.

Reports > Giving > Pledge: Blue ladder error

• Fixed a Blue ladder error when printing Pledge Details reports, improving export reliability.

Merge Individuals: 'Formal Full Name' issue

• The 'Formal Full Name' radio button now works for multiple changes in Merge Individuals.

Merge Individual: Family fields not merging

• Family Label, Greeting Name, and Profile Image now merge correctly into the target individual.

Reports > Attendance > By Aggregate > Blue Man ladder error

• Fixed an error and attendance count issue when using the DD/MM/YYYY date format.

September 23, 2025 (v. 1.235)

Enhancements

Enable Sorting for Custom Fields (Date/Text)

• Sorting is now enabled for custom Date and Text fields, both on detail pages and in CSV exports, improving data organization.

Fixes

Deleting Form Link From Calendar Event

• Resolved an issue where calendar events could not be properly delinked from forms; changes now save as expected when removing form links.

Calculation Error in Reports > Giving > Summary > Compare

• Fixed a reporting error in Giving Summary Comparison so that all contributions given on the end-date, including online gifts, are now accurately included in totals and exports.

People: Reports> Giving Detail vs. Export of the Giving Detail do not match

• Corrected a mismatch between the Giving Detail report and its exported CSV, ensuring reported totals now match exported values.

September 18, 2025 (v. 1.234)

Enhancements

Enable Sorting for Custom Fields (Date/Text) on Detail Pages and CSV Export - Giving Reports

• Sorting is now enabled for custom Date and Text fields in Giving Reports. Users can sort data on the Summary, Detail, and People Pages, and exported CSV files will retain the applied sorting for easier data analysis.

Update UI and functionality for Add/Edit Giving on People Profile

• The Edit Giving modal now features a Batch Number field and updated layout, making it easier for users to manage gifts without batch numbers and ensuring synced batches remain protected. Enhanced error messages ensure clarity during edits.

Update Giving Batches report to add a Contribution

• Users can now add gifts directly from the Giving Batches report, saving time and streamlining the process for financial admins and those with permissions.

Add 120, 180, 240 minute options to the Show Group/Hide Group for check-in

• Admins can now show or hide groups for check-in up to 120, 180, or 240 minutes before and after event times, offering greater flexibility for setup and teardown.

Badge Notes – when adding a visitor to an existing profile check-in, badge notes are not editable for the visitor

• Badge Notes can now be edited for visitors and new families during check-in, matching the behavior for members. This update improves the check-in experience by allowing users to enter or update badge notes directly on the desktop check-in screen, eliminating the need to back out and search for the visitor after they’re added.

Fixes

Ladder-man error when exporting all member data of a group

• Resolved an error that prevented users from exporting all member data when selecting All Fields on the Advanced Tab of the CSV Export modal. Users with export permissions can now successfully export group member data.

Group Edit > Uploaded Group Image gets disappeared once user save changes when Properties & Settings section is already expanded

• Fixed an issue where uploaded group images would disappear after saving changes with the Properties & Settings section expanded. Images now remain visible after saving.

Attendance Report - Attendance over time

• Resolved incorrect attendance calculations in the Attendance over Time report. All attendance data now displays as expected for selected date ranges.

Email and Notification After Email Statements are sent Successfully

• Admins will receive both an email and a notification in the System Log after email statements are sent successfully. The notification confirms that "Email Statements sent Successfully." Admins will also get an email when printable statements are ready. In the event of a generation error, an error state will display. Emails clarify who receives the statements and include a button to redirect admins to the statement page.

Download "Mailable Labels" and "Mailable Statements" after queued emails are sent from notification page

• When a batch of giving statement emails is sent, admins can now download "Mailable Labels" and "Mailable Statements" PDFs directly from the notification page. Secure, signed URLs are generated and stored, making downloads accessible for a year. The admin’s confirmation email includes a new "view statements" button, and messages guide users about downloading PDFs for users without email addresses.

Change Main Action: Change Main Action on Modal for Email Statements Export

• The main action button on the export modal for email statements now reads "Send Emails" instead of "Go," making the process clearer for users sending statements.

Process Statement Generation and Email Distribution in the Background

• Admins can now process statement generation and email distribution in the background when using the "Send Emails" option, allowing other tasks to proceed without interruption. A toast notification is shown when the process begins, and success messaging has been updated for clarity.

Scenarios: Additional Scenarios for Email Statement Generation

• New scenarios ensure the "Email Statement" button is disabled if there are no giving records or after the first click, preventing duplicate actions and improving usability.

August 28th, 2025 (v. 1.233)

Enhancements

 Amplify: Login Phone Number Selectable on Merge

• Merging duplicate records now lets admins select which login phone number to keep, improving data integrity for Amplify People Whitelabel users.

Update wording for Permissions>Utilities>Export Data

• Permissions wording is now clearer: the option is labeled "Export Membership Data" and includes an info button explaining its scope, helping admins manage access more easily

Fixes

Only Able to People/Individual Search by Last 4 of Phone Number

• Restored the ability to search for individuals by entering any portion of their phone number, not just the last four digits. This resolves a recent bug where full or partial phone number searches failed, improving user lookup reliability.

Logins sometimes do not work properly after migration

• Resolved sporadic login issues following organization migration. The user migration flow now appears consistently, and migration status is correctly maintained, reducing confusion and login disruptions post-migration.

User accepts and saves invalid date in Members>Giving screen

• The Members > Giving screen now validates date entries. Users cannot save invalid date formats or values, and clear error messages are shown for corrections.

Group > List > Recently Created Group is not visible on Group > List page once user search it

• Recently created groups are now immediately visible and searchable on the Group > List page, so users can find and manage new groups without delay.

Names of individuals for Check-In disappear when adding a new visitor and click on Back button

• Fixed an issue where selected individuals could disappear from the check-in list when adding new visitors and using the Back button. Now, all selected individuals remain on the check-in list as expected.

At a Glance Profile Charts: Not showing properly on profiles in ChMS

• Corrected an issue where multiple Profile Glance Attendance Charts were not showing as expected on user profiles. Now, all relevant charts display, allowing for a complete at-a-glance view of attendance.

Reports > Background Checks: Individual which gets Deleted still their Background Checks entry displayed with blank

• Background Checks entries for deleted individuals are now properly removed from the Reports > Background Checks screen, keeping data accurate and up-to-date.

August 12, 2025 (v1.232)

Enhancements

Check-In: New Add Family Member Option in Desktop, Kiosk, and Browser Check-in Methods

The ability to add new family members is now available in every check-in method! (Previously, this option only appeared in iOS (iPad) Check-In.) 

Changes:

(1) During Check-In, you'll notice that the "Add New Visitor" text has been changed to "Add Person." 

(2) After entering the person's name and clicking Next, you'll notice a new required field titled "Add This Person to the Family?" where you can select Yes or No. (below)

• No: When selected, the person is added as a Visitor record, just as before.
   
• Yes: When selected, a Relationship drop-down menu appears to choose the relationship within the family. After clicking Next and selecting a group, the individual is now part of the family!
   

Reminder: The ability to add people as visitors or family members during check-in is managed within each Check-In Station under the Check-In Look Up Screen area (below)

Calendar: Disable the Save and Save & Continue buttons After the First Click

• When a user clicks either the "Save" or "Save and Continue" button after adding a new event, these buttons are now disabled to prevent multiple save requests.

 Merge Individuals: Disable the Merge Button After the First Click

• To prevent accidental duplicate merge requests, the Merge button on the Members Merge page is now automatically disabled after the first click, provided there are no validation errors. This update ensures users can’t submit multiple merge requests by rapidly clicking the button, making the merging process more reliable.

Fixes

 Fix sorting in CSV for Gender/Email and Phone columns 

• Sorting by Gender, Email, and Phone columns didn’t work correctly on the Group Details page or in the downloaded CSV.
• What’s Fixed/Improved: Sorting now works properly both on-screen and in the exported CSV file.

 Individual & Group Detail > Data doesn't shown sorted properly in Downloaded CSV file

• Fixed sorting issues for Gender, Email, and Phone columns in Individual & Group Details reports and downloaded CSV files.

 Groups > Reset button is not working & Logs doesn't shown in Group Activity tab

• Fixed reset button functionality and ensured logs are displayed in Group Activity tab when activating inactive individuals.

Mass Contact: Voice Message > 'Please select Group/Individual' error not displayed

• Fixed error message display when attempting to send a voice message without selecting any individuals or groups.

Members already in the group are displayed in the "Suggested Groups" section

• Fixed issue where individuals already part of a group were incorrectly shown in the "Suggested Groups" section during check-in.

Reports > Giving > Summary > Blue man ladder error on export

• Fixed error occurring when exporting Individual data with Current View after removing default columns.

Reports > Giving > Details > Blue man ladder error on export

• Fixed error occurring when exporting Individual data with Current View after applying sorting and removing default columns.

Logging Mass Interactions

• We've addressed an issue that was affecting the mass logging of interactions from the Attendance Report and Groups. Previously, when attempting to log interactions for multiple people simultaneously, users encountered an error message. This bug has been resolved, ensuring a smoother experience when assigning interactions in bulk.

Users can now confidently use the mass interaction logging feature without encountering errors, streamlining their workflow and saving valuable time.

July 29,2025 (v1.231)

Enhancements

Group Finder Alerts for Group Leaders

• Group leaders were only notified by email when someone joined their group via the Group Finder. Many missed these updates.
• What’s Fixed/Improved: Now, leaders receive in-app notifications in addition to emails. Notifications include the person’s name and group and can be managed under Settings > Permissions > Leader Roles.

Group Management Upgrades: Group Finder Alerts

• We have implemented a new notification system for group leaders and admins when new members are added via the group finder. In addition to email notifications, alerts will now appear in the notifications bell. This enhancement ensures that group leaders and admins are immediately aware of new additions to their groups through multiple channels.

Searchable dropdown list on Global Permissions page

• We've improved the user experience on the Global Permissions page by making all dropdown lists searchable. This update includes:
• Searchable functionality for all dropdown lists, especially for groups
• Updated dropdown icon to a more modern Chevron icon
• Enhanced usability for managing permissions efficiently

Group not saved when added by limited role user

• Users with limited roles could go through the steps to add a group to a member’s record, but the group didn’t actually save.
• What’s Fixed/Improved: Now, if a user has permission to add a group, it will be saved and visible on the member’s record

Bug Fixes

Hover screens remain after clicking away on the Individuals Screen

• Hover text for icons like Log Interaction and Print Profile would stay visible even after clicking away, cluttering the screen.
• What’s Fixed/Improved: Hover text now only appears when hovering or clicking the icon and disappears appropriately.

Fix sorting in CSV for Gender/Email and Phone columns

• Sorting by Gender, Email, and Phone columns didn’t work correctly on the Group Details page or in the downloaded CSV.
• What’s Fixed/Improved: Sorting now works properly both on-screen and in the exported CSV file.

Fix error when accessing deleted Amplify User's Account tab

• Attempting to access the Account tab of a deleted Amplify user resulted in an error.
• What’s Fixed/Improved: Now, the Account tab displays a helpful message explaining why the user can’t be invited, instead of showing an error.

Fix overlapping text in Group Details

• The selected individual count text overlapped with the sorted column section.
• What’s Fixed/Improved: The layout has been adjusted so the text no longer overlaps.

Fix search suggestions with spaces in Add View

• Search suggestions didn’t work properly when the input included spaces.
• What’s Fixed/Improved: Now, group names with spaces are correctly matched and shown in the suggestions.

Mass Contact Uploaded Voice Message

• We've resolved an issue where uploading a WAV file for a voice message would not send the message. This fix ensures that both recorded and uploaded voice messages are sent successfully through the mass contact feature.

Infrastructure Updates

Disable Save button on Add Group after first click

• Users could accidentally create duplicate groups by clicking the Save button multiple times on the Add Group page. This led to multiple identical group entries.
• What’s Fixed/Improved: Now, once the Save button is clicked and there are no validation errors, it becomes disabled to prevent multiple submissions.

Disable Delete button on Mass Contact after first click

• Users could accidentally delete the same mass contact message multiple times, causing errors.
• What’s Fixed/Improved: The Delete button is now disabled after the first click to prevent multiple deletions.

Disable Save button on Add View after first click

• Users could create duplicate View records by clicking Save multiple times.
• What’s Fixed/Improved: The Save button is now disabled after the first click if there are no validation errors.

Disable Delete button on Edit Interactions after first click

• Users could delete the same interaction multiple times, leading to errors.
• What’s Fixed/Improved: The Delete button is now disabled after the first click to prevent multiple deletions.

Redirect to correct page after editing Building name

• After editing a building name, users were redirected to a blank calendar page instead of the correct section.
• What’s Fixed/Improved: Users are now redirected to the Calendar Settings > Room section after editing a building.

Add new API v3 Endpoint V3/api/people/{id}

• We've introduced a new v3 API endpoint to enhance profile lookup functionality. This update addresses the mobile team's requirements by providing a more dynamic and maintainable structure for date and text fields. The new endpoint supports DELETE, GET, POST, and PUT requests, offering improved flexibility and consistency with the v1 API.

Key improvements include:

• Restructured response body with new JSON objects for better organization

• Enhanced security measures for user creation and editing

• Updated Swagger documentation for easier integration

Add Group's attendance settings to /api/attendance/sessionNew/

• There was a mismatch between the web and app behavior for attendance settings. The app didn’t retain the group’s attendance configuration when creating a session.
• What’s Fixed/Improved: The API now includes the group’s attendance settings in the session creation response, ensuring consistent behavior across platforms.

July 15th, 2025 (v.1.230)

Enhancements

Workflows with Forms: Map to the Campus Field

• For ministries using the Campus feature, Form Submission Workflows can now map to the campus field, improving data management for multi-campus organizations. 

Edit First and Last Names of Individuals who are Amplify Users

• We have implemented the ability to edit the First Name and Last Name fields of users with Amplify login credentials. (Previously, individuals with login credentials were the only ones able to update these fields.) 
  
  The First Name and Last Name fields now appear as "unlocked" and are editable on the Profile Edit screen (below). 
  
  When updates are made to these fields, the changes are synced with Amplify's system.
  
  
   

Note: This is the first of several enhancements that will enable administrators to manage all Profile fields for Amplify users. We will soon add the ability to update Phone and Email fields, as well as the ability to merge Amplify user profiles.

These enhancements will provide greater flexibility in managing member records and maintaining current information.

Reports > Individuals: We've Added Column Filters and Export Capabilities

• Similar to other reports, you can now select which columns display in the preview pane, sort them, then export only the visible columns - including your sort order - to a CSV file. 

New Profiles Created via Check-In Can Be Added to Two Groups for Improved Tracking.

• Both Check-In Stations and the Global Permissions screen include fields that allow you to specify a Group to which new users are added. If both of these are enabled, new profiles added via Check-In will now be added to both groups. 
  
  This enhancement enables ministries to track new user profiles in both the Default Group and the Check-In Group, improving user management and organization.
  
  
   

Interaction Notification Emails: Add Option to Remove Personal Details

• We've added the ability to hide personal information (Email, Phone, Address) from auto-sent interaction notification emails. Under Settings > Interactions, uncheck Include Person Details in the new Interaction Emails section, and these fields will be hidden from all Interaction Notification Emails. 

Note: Notification emails will still include the ability to click on a profile name, which takes them to the login screen. After logging in, a person will be able to view information on the assigned individual's profile based on Permissions and Profile Visibility settings. 

We've updated the look of the Global Permissions Screen

• We have updated the Global Permissions screen to improve design consistency across the software. Changes include standardizing the use of radio buttons for Yes/No options, updating wording for clarity, and reorganizing the layout of certain sections. We hope these design updates make the Global Permissions screen more intuitive and easier to navigate.

Fixes: 

Contribution Statement Emails Were Not Sent to the Spouse if the Primary had No Email Address. 

• We fixed a bug that prevented contribution statements from being emailed to the spouse when the primary household member had no email address. The system will now send emails to available email addresses for both primary and spouse, regardless of relationship status or email availability.

Attendance Roll Now Honors the Selected Date Format

• Previously, the Attendance Roll option in Groups always used the YYYY-MM-DD date format, even if another format (such as MM-DD-YYYY) is chosen. We've corrected this issue.

Advanced Search: Wildcard (*) Search Result Issues within First and Last Name Fields

• We've corrected the behavior of wildcard searches in First and Last Name fields.  Specifically, searches using asterisks (* - a wildcard) at the beginning or end of search text occasionally didn't return the correct results. (ex, Using "jam*" to search for everyone with a first name starting with "jam"). 

Group Views Wasn't Displaying Archived Groups

• We resolved a problem where Archived Groups were not being displayed in the Groups dropdown when Archived Groups Only or Active And Archived Groups filter options were selected. Archived groups will now be listed correctly based on the selected filter options.

Individual and Group Detail Screens: We've Corrected Sorting Issues

• The Gender, Email, and Phone columns on the Group Details screen and in exported CSV files were not sorting correctly. These columns now sort appropriately in both on-screen and in exported files.

Reports > Giving > By Anonymous: Improved Error Handling

• If no data was available to export, the system error screen would appear. Users will now see an informative message stating, "No data available to Export." 

Mass Contact: No More Phantom Phone Calls

• We’ve fixed a bug that let you send voice messages without, well… the voice. (Ok, so technically speaking, voice messages could be sent without using the Launch Recorder or Upload .Wav Audio File tools, resulting in an accidental blank message.) Now, thanks to this fix, your messages will actually say something. 😉

Query Search: Duplicate 'Group Giving with Family' columns in CSV Export

• We corrected an issue where the 'Group Giving With Family' column was appearing twice in exported CSV files. The column will now appear only once

Advanced/Query Search: Deceased Individuals Did Not Appear

• If a date was entered within the "Died" field and other search parameters were used (eg. First Name), the individual would not appear in Advanced or Query Search results. These records are now included in search results as expected.

Scrolling Issues when Reordering Custom Text Field Values

• On the Settings > Profile page, when editing Custom Text fields, the screen might not scroll up or down when re-ordering long lists of items. (Ex: It was sometimes difficult to drag the bottommost item to the topmost position). We've corrected this issue, so the screen naturally scrolls with your mouse position.

Group Finder: Dropdown Menu Icon Display Issue

• We resolved a display issue where the dropdown menu icon in the Group Finder page URL/Embed code was showing as boxes instead of chevron icons. The correct chevron icons will now be displayed consistently across all views.

Saving Role Permissions Errored in a Specific Scenario

We have resolved an issue that caused a syntax error to appear when administrators attempted to modify existing user roles under specific conditions. 

This error occurred when making the following updates to a role.

• Remove View Individuals permission.
• Add the All Groups option.
• Add/Edit Attendance permission was still selected.
• Click Save

July 1st, 2025 (v.1.229)

Enhancements:

CSV Report Export Includes Your Sort and Filter Selections!

• In our last release, when you added columns to report filters, we added an option to export the specific columns you’ve chosen (rather than re-select them when exporting a CSV).

• Now, when you export to CSV, it will also reflect your filters and sorting!
   

Fixes:

Preventing Duplicate Visitor Check-ins

• We've implemented a fix to avoid the same visitor from being added multiple times during check-in. Now, if you attempt to add a visitor who has already been checked in, you'll see a message saying "Record is already selected." 

Attendance CSV Export Date Range Accuracy

• We've fixed an issue where the Individual Attendance CSV Export wasn't reflecting the selected date range. On certain occasions, the CSV included a date a few days before the chosen start date.

Query Search: Some Saved Searches Would Not Load

• On certain occasions within Query Search, when you attempted to use saved searches, the Load button was grayed out, preventing you from using them. This has been corrected. 

Query Search: Fixed "Begins With" Filter for Zip Code Queries 

• We've resolved an issue where the "Begins With" filter wasn't working correctly for zip code queries. Now, when you use this filter, you'll get accurate results for zip codes that start with your specified digits. 

Fixed Profile Edit Banner Positioning

• Due to a prior update, the green notification banner that profile changes were saved scrolled with the page, concealing content and interfering with the UI. This issue has been corrected.

Fixed the Deceased Date Banner Positioning

• The banner that notified you that an individual was deceased appeared overtop Profile Screen fields. It now remains fixed at the top of the page. 

Check-In: Occasional Flickering of Suggested Groups Modal

• When you clicked the 'More Information' (i) icon next to Suggested Check-In groups, the black background modal that appeared would occasionally flicker, making it hard to read. This has been corrected.

June 25th, 2025 (v.1.228.1)

Fixes:

Giving Exports Displayed Fields to Non-Permissioned Users

• We've resolved a critical issue where users without the necessary permissions could access giving fields in various export functions. This fix ensures that sensitive giving information is protected correctly across all areas of the platform.
   

June 17th, 2025 (v. 1.228)

New CSV Export Option: Align with Exact Filters and Column Selections

When you add columns, sort, and filter across different reporting areas, you can now export the exact columns and sorting work you've done! (A huge time-saver!) Here's how it works!

• On reports or search results, filter for the columns you'd like to add and sort as desired.
• Under the Common Actions Tri-Dot Icon , select Export to CSV.
• Select the new option titled, Current View (Visible Columns Only).
• Click Export.
• Your CSV will include only the columns and sort order you've chosen!
   

Giving Summary Report: Filter by Number of Gifts Made

To provide more insightful giving data at a glance, we've added the ability to display a new column that displays the total number of gifts within the timeframe you've chosen. 

We've also added the ability to filter results by the total number of gifts!

On the Giving Summary Report, click More Filters and you'll see a new AND # of Gifts filter options.

Note: The Amount and Number of Gifts filters work together with "AND" logic. As an example, if you're looking for donors who gave at least $10,000 in 12 gifts or more, donors who gave more than $10,000 in less than 12 gifts will be excluded from results.

Check-In: We've Added the Ability to Disable the Add Visitor Option

Under Check-In Station Settings, when you allowed for new profiles to be created, you couldn't disable the ability to add visitors (name-only records used for attendance). 

If your minsitry doesn't use visitor records, you can now disable this option for each Check-In station, or for just the stations where you'd like Visitor Records to be created.

To do so, edit a Check-In station, scroll to the bottom of Check-In Look up Screen Section, and uncheck the Enable New Visitor To Be Created from Check-In checkbox.

Additional Enhancements

Advanced and Query Search: Add the ability to search for deleted custom text dropdown options still applied to individual profiles.

• Custom Text Select (dropdown) Lists allow you to delete dropdown options without deleting selections from individuals profiles. However, Advanced and Query search would not 'retain' the options you deleted, meaning you could not search for individuals that may have had that previous selection applied. 
  
  Now, if any individuals retain data from select list options that have been deleted, you can still search for those deleted options using Advanced or Query search!

Giving Detail Report: We've Added User ID as a Column Option

• We've added a new User ID field to the column selection dropdown on the Reports > Giving > Detail Page. This allows you to view and report on the User ID for each profile, providing more detailed information in your reports.

Invidivuals > Account Tab: Save Button is now on the Right Side of the Screen

• We've updated the position of the Save button in the Account tab to match the platform's design, improving consistency across our user interface.

Fixes:

Giving Input Screen: Disorded Results when Searching for Funds 

• When filtering for funds on the Giving Input screen, the order of results was not appearing alphabetically nor based on the custom order set under Settings > Giving > Categories (funds). We've corrected this issue.

Group Detail CSV Export: Active Column Displayed Twice

• We've removed the duplicate Active Column. 

Attendance > By Aggregate Report

• On certain occasions, the By Aggregates report was returning the same groups/attendance counts regardless of selected filters. We've corrected this issue.

Attendance Input: The Default Session Date was One Day Off

• We resolved a bug where the Session Date on the Attendance screen was displaying one day earlier than the selected Event Date.

Background Check Report Export Column Headers Displayed on the Wrong Columns

• We addressed and ensured the correct alignment of data under multiple column headers. For example, The first and last name column headers were switched.

Discrepancy in Individual Counts When Exporting Giving Detail Reports Using "Include All Individuals with the Active Pledges" Option

• We resolved a mismatch in individual counts between Print Member and Email Member exports when including individuals with active pledges. The totals will now match across export types.

Pledge Report Exports were Missing Certain Data

• We fixed an issue where certain columns (including configurable fields) were blank when exporting pledge reports.

Incorrect Group Sort Order when displaying 1000 results

• We fixed a sorting issue for organizations with over 5000 groups. Groups are now displayed in the correct sorted order across all pagination pages.

Years Were not Constrained to 4 digits on the Invididual > Giving Input Screen

• Validation that years can only contain four digits was missing on this specific screen. Sorry Doc Brown, we had to remove the DeLorean. 

June 4th, 2025 (v. 1.227)

Auto-Add New Profiles to a Group!

Under Permissions > Global Permissions, you can now select a default group for newly created profiles. This new feature ensures that all new individuals are included in reports, workflows, and follow-up processes without manual intervention, whether they're created manually, through forms, or elsewhere. Learn more about default Group assignment!

Note: Any new profiles created via Check-In will be assigned to the Group specified in Check-In Station Settings rather than the Group specified here. Learn more about Check-In Station Settings.

Fixes: 

Giving Statements weren't Displaying Names

• When you email giving statements, you're presented with an option to download statements for individuals without emails. In certain situations, names were missing from the PDF download. We've resolved this issue. 

Merging Profiles could remove individuals from existing Schedules, Group Leader Roles, or Workflows.

• We corrected an issue where Group Leader Roles, Schedules, and Workflow Actions weren't transferred during profile merges. In other words, during a merge, if the non-target person was assigned to a Schedule, as a Group Leader, or an action in a Workflow, that person would be removed from the respective Schedule, Group Leader position, or Workflow. 

Attendance Name Search

• When searching for names in Attendance, if an individual had a preferred name different than the first name, the profile would not appear in search if you searched by first name. The search now accurately includes both first and preferred names, so you can easily find the individual in question.

Check-In Suggestions:

• Under Check-In Station Settings, when "Ignore Attendance History for Suggested Groups" was unchecked, active groups were disappearing from the 'Suggested Groups' list after checking into other groups. Now, the two active groups will always be displayed at the top of the 'Suggested Groups' list, with the most recently checked-in group appearing in the third position.

May 20th, 2025 (v. 1.226)

The Group Settings Page has a New Look!

We've updated the user interface on the Group Settings screen to simplify Group management and setup.

Previously, this screen was long, cluttered, and, honestly, a little confusing.

Now, you'll notice that Group Settings has been divided into three well-organized, expandable sections (below). 
 

Since both Attendance and Check-In are heavily used, these options are now higher on the page to improve your setup workflow and eliminate the need to scroll. In addition, we've worked hard to make Group Properties much easier to view and manage. Learn about all that's changed!

NEW FEATURE! Check-In Visibility

You can now automatically show or hide groups within Check-In based on the day and time they occur. This allows you to display only the most relevant groups to attendees, streamlining check-in and reducing errors. Moreover, automation reduces administrative setup time and training for your staff and volunteers who typically run check-in. Learn more about Check-In Visibility!

Additional Enhancements

Mass Email now supports over 5000 individuals!

• Our mass email tool previously limited recipients to 5,000 for a single email. This limitation has been removed, and you can now mass email as many recipients as needed!

Advanced Search Results Column Selector

• We've renamed "ID" to "User ID" to standardize our naming conventions.
• We've added Custom Date Fields to the Column Selector. Now, both custom text and date fields can be displayed as columns within your search results.
  
  

Giving Report Results Column Selector

• We've decreased the vertical spacing so you can view/manage which columns display with less scrolling. (The new spacing matches the column selector shown above within Advanced Search).

Coming Soon! CSV exports will soon match the columns you've selected to display within your results! (Currently, you must re-select your columns within the CSV export tool as an additional step.)

Fixes:

The Group Finder Map is back!

• The helpful map that displayed group locations was temporarily unavailable within the Group Finder. We've fixed the root cause, and it's back!

Individuals can Add Pledges again

• A previous update prevented general users from adding their own pledges to existing campaigns. This has been corrected, and the +Pledge button will now appear for them again.

Query Search Custom Date Result Display

• When using Custom Date Fields within the Query Search, the date might display as 2025-04-21T00:00:00+05:30. The unnecessary time data has been removed, and results now display just the date as expected (E.g., 2025-04-21).

Merge Individuals Tool

• When merging individuals, if "Family Label," "Family Greeting Name," and "Family Profile Image" were selected from the source user, a merge error would occur, displaying the standard error screen. This has been corrected.

May 6th, 2025 (v. 1.225)

Enhancements

Mass Contact

• We’ve Improved the Unsubscribe Verbiage
  • We've updated the unsubscribe line in mass contact emails to be clearer and more concise. The new wording reads: "If you no longer wish to receive emails from [Organization Name], click here to unsubscribe."

Groups > List Screen: 

• Ability to Manage over 5,000 Groups
  • We’ve added the pagination options of 500 and 1000, allowing you to view and manage an unlimited number of groups. Previously, the pagination limits prevented viewing more than 5,000 groups.

Background Checks: 

• Allow Rescreening for a Single Page of Background Checks
  • We’ve implemented the ability for admin users with correct permissions to trigger re-screening of a member when there's only one page of background checks. This enhancement improves the workflow for managing background checks in smaller organizations.

Fixes

Attendance

• Restored 'Create New Individual' Button
  • The 'Create New Individual' button disappeared when starting a new Attendance session. It’s back 😊

April 22nd, 2025 (v. 1.224)

Enhancements

Settings > Profile Screen: We’ve Moved the Save and Cancel Buttons.

• We've repositioned the Save and Cancel buttons to the right side of the page, aligning with our design standards and creating a more intuitive UI.
   

April 9th, 2025 (v. 1.223)

Fixes

Attendance

• Attendance Date Picker now allows you to enter dates manually: We've finally fixed that pesky date picker when entering an Attendance Session! Now, you can effortlessly type in dates manually as intended.

Settings > Profile > Custom Text Fields

• Custom Text Fields now report "0" accurately: We've fixed the issue where selecting "0" as an option in custom text fields was interpreted as "nothing." Now, if a custom text field has a zero value, it will display correctly in reports or individual profiles.
• Computers will be Computers: You've probably heard that computers speak in ones and zeros. At the most basic level, that's true. Similar to a light switch, one represents "on" (or true) and zero represents "off" (or false).
  
  Regarding custom text fields, if the number zero was an option, our system understood that as "false" instead of the actual number zero or "none" (the way humans think). Thus, custom text fields with a zero value selected didn't appear in searches or on profiles.
  
  After hours of diplomacy with our software, it now understands zero the way humans do—and sends its sincere regrets for the misunderstanding. 😉

Individuals > Advanced Search

• Advanced Search "Select All" now actually Selects All: Previously, when using Advanced search, if you clicked Select All, only the first page of individuals would be selected. We’ve corrected this issue so that every individual is selected, regardless of how many pages of results appear. Now you can reliably take action on every individual, such as adding everyone from a search result into a Group.
   

March 25th, 2025 (v. 1.222)

Enhancements

Settings

• Settings > Profile > Reinstate Renaming, Deleting, and Re-Ordering of Custom Text Fields: We've brought back the ability to rename, delete, and re-order options in custom text select lists. You can now easily manage your custom fields in the Settings > Profile section. When renaming fields, the changes will automatically update for all individuals with the old values. Learn more about Configurable Fields.

February 25th, 2025 (v. 1.221)

Fixes

Attendance

• Input > Session Date selection: Fixed an issue where the selected Session date for attendance would revert to the original date. The date will now remain as selected when marking attendance.

Search

• Search > Advanced Search for Email Addresses: Resolved a JSON error that prevented exporting and viewing the "Have Email address" group. Users can now successfully export search results to CSV.

February 11th, 2025 (v. 1.220)

Fixes

Attendance

• Input > Session Date: We've fixed a problem where the selected date for an attendance session would revert to the original date when using the provided drop-down calendar. The chosen date will now persist as expected when marking attendance.
   
• Attendance by Aggregate Report: We've addressed an issue in the Aggregate Report where the inactive count was displayed incorrectly on the bottom right side of the session view. This fix ensures that the inactive count accurately reflects the number of inactive individuals in your groups.

January 28th, 2025 (v. 1.219)

Fixes

API - Attendance

• Headcount Data Accuracy: We've corrected a problem with the GET /attendance/session/ endpoint, which was not returning headcount data correctly for groups set up to track headcount attendance. This fix ensures accurate reporting of attendance numbers for any customers using our API.

General

• Mass Edit Field Selector: When adding multiple fields to mass-update, the field selector allowed you to select the same field multiple times. We’ve corrected this so that when adding new fields to mass edit, previously selected fields cannot be added and appear grayed out.

Settings

• Check-In > Check-In Station Printer Dropdown: Brother discontinued printer model “QL-570” several years ago. Therefore, we’ve removed this printer option to reflect currently supported models.
   
• Check-In > Check-In Stations: The two toggles to search for inactive stations and reprinting labels were misaligned vertically. We’ve corrected this minor display issue.

January 14th, 2025 (v. 1.218)

Enhancements

We’ve standardized the Save and Delete Button Placement

On almost every screen, the Save and Delete buttons have been moved to the right side of the page. (See the examples from the Edit Individual and Permission screens below). We hope this more consistent user interface streamlines your experience!

Matching Logic Improvements to Reduce Duplicate Profiles and Sync Errors!

There is nothing more fulfilling than auditing and merging potential duplicate records.

- No One Ever 😜

To reduce the creation of duplicate profiles and sync errors, we’ve enhanced donor matching logic with our integrated Giving Software. When a new donor gives, improved matching logic more thoroughly reviews potential differences in first and last name as well as phone number.

For example, previously, if a donor’s email address was assigned to multiple profiles in ChMS, a sync error would be generated. You’d have to manually ‘match’ the profiles between ChMS & Giving.

More intelligent matching will now review the cell phone number and check if it’s assigned uniquely to just one profile. If so, a match will be made! In addition, our updated matching logic intelligently considers minor differences in name capitalization, preferred names, and other nuances.

Precise matching between ChMS and Giving is paramount, and we expect these enhancements to save you administrative time and improve your experience with our integrated tools.

Fixes

Groups

• Tri-Dot > Mass Edit: When mass editing groups and selecting dates using the calendar tool (e.g., Baptism Date), a date selected would not appear within the date field unless manually entered. We have corrected this.
   
• Groups > List > Filter By > Group Properties: We corrected a filtering logic issue for Group Properties. When filtering by properties, users now see only groups they have permission to access.
   
• Editing Group Descriptions: In most places of our ChMS, a keyboard shortcut of ‘s’ automatically places the cursor in the search bar to speed up search access.
  
  However, when editing Group Descriptions, typing ‘s’ inadvertently placed the cursor in the Search bar - making it difficult to type words or sentences containing the letter 's.' We’ve corrected this frustrating issue. (Much to the delight of Sammy the Snake, Sesame Street’s first beloved “S” Letter of the Day Muppet).

Mass Contact

• Email/SMS: When using mass contact and selecting multiple groups, only individuals within the first group were displayed in the Select Individuals field (where you can manually remove specific individuals if needed). This has been corrected.
   
• Unsubscribe Email Links: The unsubscribe link within mass emails became non-functional. We have corrected this.
   
• Emojis in Email: Fixed encoding of emojis in Mass Contact emails. Emojis now display correctly in both email subject lines and body content. (Phew! 😅)
   
• Mass Contact using Firefox: A Firefox update prevented the Email, SMS, or Voice screens from appearing after selecting any of these Mass Contact options. This has been corrected, ensuring a consistent experience across all supported browsers.

Reports

• Background Check Report: The “Order” permission was incorrectly required to view background check results. We have corrected this issue so that only users with “View” permissions can see Background Check results.
   
• Giving: After filtering by date range, duplicate sort icons appeared within Giving Reports. Reports now display a single, functional sort icon, as intended.
   
• Attendance > Attendance Over Time: We’ve fixed the “Distinct People Present” count in Attendance Over Time reports. Reports now accurately reflect the number of unique attendees.
   
• Attendance > By Aggregate: The “Inactive individuals” checkbox is now selected by default in Aggregate Reports.

Search

• Advanced & Query Search: When searching Anniversary Date using the “On or After” filter, individuals without an anniversary appeared within the results. Reports now accurately filter individuals based on specified Anniversary Date criteria.
   
• Query Search: Resolved an issue where Join Date filters were not honored in the Query Searches. Join Date criteria now properly filter group members in query results.

Updated January 07, 2026 15:57