May 7

New permission for managing Messenger (Text-to-Give)

Update
       Dan Ramdial

You can now limit the ability for your staff to manage the text-to-give feature.

May 3

Improve DonorPerfect giving history in donor portal

Patch
       Kory Gorsky

Improve how DonorPerfect history displays when an account is not linked to a Donor ID.

May 2

Task Manager for Enterprise Customers

Update
       Josh Bloomfield

Enterprise customers can now see their Givecloud managed tasks and projects on their dashboard. They can now see exactly what Givecloud is working on for them and in what priority. We ♥ accountability.

May 2

GL tracking for financial accounting

New
       Josh Bloomfield

You can now set a GL accounting code to each of your products or forms for financial reconciliation. If you are using a third party CRM like DonorPerfect, you can continue to manage your GL in the CRM Integration tab.

Apr 22

Event Page Layout w/ Multi-Item Checkout

New
       Kory Gorsky

A delicious new template designed for events but great for any multi-item checkout. Take it for a spin. When choosing a product layout, look for "Multi-Item Checkout".

Mar 29

Recurring Payment Cancellation Reasons

New
       Josh Bloomfield

You can now track the reason your donors are cancelling their donations and report on them. This is only available on our new Global theme.

To enable, head to Settings & Admin > Payments and look for the Cancellation Reasons panel. Follow the on-screen instructions.

Mar 26

Save product templates & settings

Update
       Josh Bloomfield

Save a product as a template and use it to easily create more of the same type of product.

When editing a product, hit the dropdown beside the Save button and choose "Save as Template".

Mar 20

Save defaults for Point of Sale

Update
       Josh Bloomfield

Speed up data entry by saving default values for your Point of Sale session. Set the default values in your POS session, then hit the gear in the top right corner and click 'Save as Defaults'.

Mar 20

Pin frequently accessed items in Point of Sale

Update
       Josh Bloomfield

You can now pin frequently accessed items to the top of your POS screen for quick access.

Mar 18

Improved Integrations panel

Update
       Josh Bloomfield

We've redesigned the Integrations panel so you can easily see which integrations we support and which you have installed.

Head to Settings & Admin > Integrations and take peak.

Mar 8

Custom Shipping Expectations based on Inventory

Update
       Tim Robertson

Show an estimated shipping time for your products depending on your stock on-hand. (For example: "Ships Today!" vs "Ships in 7-10 days."

Mar 3

Improved UPS integration

Update
       Tim Robertson

You can now filter the UPS options visible to your customers at checkout.

Feb 27

Settlement Batch Report

New
       Tim Robertson

Review the Givecloud payments by your NMI/SafeSave bank deposits (settlements).

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