Export Reports to CSV for Easy Sharing & Analysis

You can now export your reports directly to CSV (Comma-Separated Values) format—one of the most widely used formats for data sharing and analysis.

Whether you’re working in Excel, importing into another system, or sending data to someone outside your team, CSV makes it simple, flexible, and universally compatible.

It’s a new way to take your data further—with just a click.

A Modern Calendar Experience Is Here

We’ve added a sleek new calendar view to help you visualize and manage your meetings, appointments, and schedules—all in one place.

This improved display provides a familiar and intuitive way to see what’s coming up and stay on top of your schedule. You can visualize schedules, plan events, and manage your time more effectively.

This new calendar view is now available in Case Management, Workshops, Reminders and Custom records.

A Cleaner, More Organized Profile Summary

We’ve given the Profile Summary in the Contact record a visual refresh to help you find the information you need—faster and with less effort.

With clearer headings, dividers, and subtle layout improvements, it’s now easier to scan, navigate, and understand key details at a glance. Whether you're reviewing contact info or diving into specific records, everything is laid out in a way that just makes more sense.

It’s a small visual upgrade that brings big improvements to your day-to-day workflow.

Reports, Now Easier to Find… Alphabetically!

We’ve reorganized the list of available reports so they’re now sorted alphabetically by name, making it quicker and easier to find exactly what you need.

No more scrolling or second-guessing where a report might be. This simple update brings a more intuitive, time-saving experience for anyone who regularly pulls reports.

Because when things are easier to find, everything runs smoother.

Clearer Navigation: “Mailings” is now “Mailings & Receipts”

We’ve updated the “Mailing” menu in the Donations section to “Mailings & Receipts” to make it easier for you to find exactly what you need.

This small change means a more intuitive experience when managing your donor communications and receipts—all in one place. It’s part of our ongoing effort to make your day smoother and your tools clearer and more helpful.

​Find Contacts Faster!  Search by Contact ID

We’ve added a new way to find exactly who you’re looking for—you can now search by Contact ID!

In addition to name, email, and other details, you can use a contact’s unique ID to quickly and accurately pull up their record. This is especially helpful if you work with a large number of contacts or need to pinpoint someone quickly.

It’s all about saving you time and making your workflow even more efficient.