July 2, 2026 (v1.249)

Bug Fixes

Workflows: Form submissions now reliably add people to groups

Resolved an issue where workflow automation rules triggered by form submissions failed to add people to groups. A timing problem caused the workflow's group action to be silently skipped when the workflow fired before a new person's profile was fully saved to the database. The fix ensures group actions are only queued after the profile is confirmed, so form-triggered workflows now reliably add submitters to the correct groups.

Reports: Saved report filters now apply correctly when opened from any entry point

Both the saved-report dropdown and the My Reports card link now generate the same correctly encoded URL, making sure saved report filters — including group selections, relative date ranges, and values with special characters — are applied consistently, no matter how the report is opened.

Reports: Done and Cancel buttons now visible when applying a relative date filter 

Fixed an issue where the Done and Cancel buttons were not visible after selecting Start and End values for a relative date filter in Reports > Giving > Details. Users can now successfully apply custom relative date filters without the confirmation buttons disappearing from view. 
 

June 30, 2026 - Legacy iOS Mobile App

Bug Fixes

Groups Tab Not Displaying in iOS ChMS App

Fixed an issue introduced in v2.17.8 where the Groups tab was missing for iOS users in the ChMS app. Users who were members of groups with visibility enabled could not see the Groups option in the app navigation. The root cause was legacy code that restricted the Groups menu to users with only the "view individual" permission. The fix ensures the Groups tab is now visible to all applicable users regardless of permission type. This issue was iOS-specific and did not affect Android.

June 30, 2026 - Legacy Android Mobile App

Bug Fixes

Password Field Duplicates Numeric Input and Removes Two Characters on Backspace

Fixed a login issue affecting certain Android devices (Samsung Galaxy A51) where entering a digit in the password field duplicated it (e.g., typing "5" resulted in "55"), and pressing backspace deleted two characters instead of one. This prevented affected users from logging in successfully.

June 18, 2026 (v1.248.1)

Bug Fixes

Background Checks: Status not updating after completion

Resolved an issue that caused background check statuses submitted through Protect My Ministry (PMM) to remain stuck in 'Pending Candidate' status after the check was completed. The fix ensures that incoming webhook responses from PMM are correctly processed and the corresponding background check status is updated in the system.

Reports: Saved reports not applying saved filters when run

Fixed an issue that caused saved reports to ignore their stored filters when run. The fix ensures all saved reports — including giving summaries and attendance reports — correctly apply their saved filters regardless of when the report was originally created.

Query Search: Bulk actions applied to all records instead of filtered results

Fixed a critical issue where performing bulk actions from the Query Search page — such as adding people to a group — was applying those actions to every record in the database rather than only the filtered subset currently displayed. The fix ensures bulk action scope is correctly limited to the filtered result set.

Query Search: Age filter causing bulk actions to apply to the full list

Resolved a regression where using the age filter in Query Search caused the bulk actions menu to apply to all people in the system rather than just the filtered results.

Directory: Unable to print directory when cell phone field is included

Fixed an issue that prevented the church directory from printing when the cell phone field was selected as a display option.

Groups: 'Add to Group' showing a platform error for certain group configurations

Resolved an issue where the 'Add to Group' action was triggering a platform error page for groups with specific configurations.

Groups: 'Move to Group' failing for groups with certain relationship configurations

Fixed an error that caused the 'Move to Group' action to fail when the target group had a specific relationship structure.

Groups: Unable to save edits to a group that has a photo

Resolved an issue where saving edits to a group that had a photo uploaded would result in an error.

June 16, 2026 (v1.248)

Enhancements

Group Finder: Share View (New Feature)

Group Finder lets your community search for groups using filters like meeting day, meeting time, and any Group Properties your ministry has configured. Share View takes that one step further: you set the filters first, then share that pre-filtered view with others — so they only see the groups that match your chosen criteria.

For more information, please see the help article. 

Reporting: Giving Batch CSV export now includes batch subtotals and a grand total

The Giving Batch CSV export now includes a subtotal row after each batch's fund entries and a grand total row at the end of the report, making it easier for staff to reconcile totals without manual calculation. The export also defaults to the last 3 months of data and supports custom date ranges.

Bug Fixes

Groups: Group image no longer deleted when a Group Leader is removed

Fixed an issue where a group's profile image was being unintentionally deleted when a previously assigned Group Leader was removed from the group. The image deletion logic has been corrected so that removing a Group Leader no longer affects the group's uploaded image.

Workflow Mapping: Campus field not populating correctly on form submission

Resolved an issue where the Campus field was not being correctly mapped when form submissions triggered workflow actions. The workflow mapping configuration has been updated to ensure the Campus field value is properly applied when automation is triggered by a form submission.

Reports: Calendar icon misaligned in the Giving Batches Edit Giving date field

Corrected a UI alignment issue in the Giving Batches report where the calendar icon in the Edit Giving date field appeared outside the input boundary. The icon now renders correctly within the date picker field.

Mobile: Non-admin users are unable to view the member list when assigning interactions

Resolved an issue where non-admin users received an empty member list when attempting to assign interactions from the mobile app. The permission logic has been updated to correctly return the list of assignable members for users with the appropriate permissions.

June 9, 2026

Bug Fixes

Individuals — New Members Displaying Invalid Recent Activity Date

Newly created member profiles were incorrectly displaying "Nov 30, -0001" in the Recent Activity Date field instead of a blank value. This was caused by a change to how the system initializes that field for new members, which resulted in an invalid zero-date value being processed instead of a null. The fix ensures newly created members with no recorded activity show a blank Recent Activity Date, as expected. Members created before this issue occurred and members with legitimate activity dates are unaffected.

Individuals — Saved Query Search Filters Failing to Load

Saved Query Search filters were failing to restore correctly, showing a red error state with a blank "Choose Filter" dropdown instead of loading the previously saved filter criteria. As a result, any saved search ran against the full member database without applying filters, making saved searches effectively unusable across all customer platforms. This was a follow-up to an incomplete fix from a prior release, in which a prior correction introduced a lookup incompatibility for queries saved in an older format. This fix resolves the filter load failure for all saved queries — including those created before the prior fix — and has been verified across all confirmed-affected platforms.

June 4, 2026 - Legacy Android Mobile App

Bug Fixes

Group Leaders Can Now Record Attendance on Android

An issue in the Android ChMS app prevented Group Leaders from seeing any groups when attempting to record attendance because the app incorrectly required a permission they didn't always have. This has been fixed so that Group Leaders can now always view their assigned groups within the Attendance Select Group flow, regardless of their “View Members” permission, allowing attendance to be recorded as expected.

Groups Tab Now Visible for Non-Admin Members on the Home Screen

An issue prevented non-admin users from seeing the Groups tab on the ChMS app home screen, even when their group was configured to be visible, making it difficult for members to access their groups. This has been resolved so that non-admin users who belong to groups with the appropriate visibility settings will now see the Groups tab and can view other group members when allowed, while full admins remain unaffected.

Infrastructure and Maintenance Updates

Ages and Birthdates showing

This fix resolves two related issues in the Directory where age and birthday visibility did not properly respect configured Directory settings for group members. First, when the Directory was set to display Age (but not Birthday), group members without assigned roles showed no data instead of the member's age next to their name, even though age should have been shown regardless of group visibility settings. Second, when the Directory was configured to display Birthday only, group members were incorrectly seeing both the member's age and their full birthdate, including the year, rather than just the month and day as intended. These issues have been corrected, and age and birthday information now display accurately based on the Directory configuration. Additionally, the fix includes a technical update that moves the Legacy App from the V3 /people/{id} API endpoint to the V1 API, ensuring proper enforcement of age and birthday visibility rules.

June 4, 2026 - Legacy iOS Mobile App

Bug Fixes

Check-in Station Property Restrictions Not Honored

An issue in the iOS ChMS app caused Check-in Station group property restrictions to be ignored, resulting in the “Other Available Groups” list displaying all groups regardless of their configured properties and allowing individuals to check into groups they should not have access to. This behavior was inconsistent with the web/admin portal and affected only iOS. This has been fixed so that the app now properly filters the list to show only groups that meet the selected Check-in Station's property criteria, ensuring users can only check into eligible groups and restoring consistency across platforms.

Adding to Phone Contacts Only Saves Name & Picture (Luminary)

An issue in the iOS ChMS app caused incomplete contact information to be saved when users tapped “Add to Contacts” on an individual's profile, with only the person's name and profile picture being exported while phone numbers and email addresses were omitted. This has been resolved by correcting the contact export logic so that all available profile details—including name, phone numbers, email addresses, and profile photo—are now properly saved to the device's contacts, ensuring a complete and accurate contact record.

Admins Viewing Groups via Profiles See All Members

A bug in the iOS ChMS app caused full admins to see all individuals in the database when opening a group from a profile (either their own “My Groups” section or another individual's groups tab), rather than only the actual group members, resulting in a mismatch between the displayed list and the group's member count. This issue affected only profile-based navigation and did not affect groups accessed through the main Groups tab. It was caused by a refactor that removed the offline mode logic but failed to pass the correct view type, resulting in an incorrect member filter being applied. This has been fixed so that the proper filter is now used, ensuring only true group members are displayed, and the member count accurately reflects the group's membership.

Infrastructure and Maintenance Updates

Ages and Birthdates showing

This fix resolves two related issues in the Directory where age and birthday visibility did not properly respect configured Directory settings for group members. First, when the Directory was set to display Age (but not Birthday), group members without assigned roles say no data instead of the member's age next to their name, even though age should have been shown regardless of group visibility settings. Second, when the Directory was configured to display Birthday only, group members were incorrectly seeing both the member's age and their full birthdate, including the year, rather than just the month and day as intended. These issues have been corrected so that age and birthday information now display accurately based on Directory configuration. Additionally, the fix includes a technical update that moves the Legacy App from the V3 /people/{id} API endpoint to the V1 API, ensuring proper enforcement of age and birthday visibility rules.

June 2, 2026

Enhancements

Search and Filter Functionality Added to Group Member Lists

Admins and group leaders can now search within a group's member list using a real-time filter input, making it faster to locate specific members in large groups. As a user types, the list filters to show only matching members; clearing the search restores the full list. If no members match, a clear empty state message is displayed. This improvement reduces friction across high-frequency workflows, such as attendance tracking, member management, and assignments, and brings group member navigation with the search functionality available elsewhere in the platform.

Bug Fixes

Giving Statements — Print and Mailable Actions Missing After Emailing Statements

After emailing the giving statements, the related notification in Admin Messages did not display the expected print or mailable action options. Users at affected organizations could not print or resend statements from that notification. This fix ensures that when an email statement batch completes, the resulting admin message includes the correct print and mailable actions where applicable, and that mixed-recipient batches surface the correct recipient subsets.

Attendance Reports — Saved Filter Data Not Loading Correctly from My Reports

When navigating to a saved attendance report filter from the My Reports page, the filter criteria were not populating correctly upon load. Users would open a saved filter and see incorrect or missing filter data rather than the expected saved state. This has been resolved so that saved attendance report filters load and display their correct criteria when accessed from My Reports.

Organization Logo Displaying as Question Mark on PDF Statements

Organization logos were rendering as question mark symbols instead of the actual logo images in downloaded, emailed, and printed PDFs. This fix ensures the logo displays correctly across all three statement output types — downloaded samples, emailed statements, and printed statements.

Family Label Name Defaulting to Primary Member Only Instead of Combined Name in Exports

When no custom Family Label Name was set on a family record, exports were defaulting to only the primary member's first and last name (e.g., "John Smith") rather than the expected combined format including the spouse (e.g., "John & Jane Smith"). The fix ensures that when the Family Label Name field is left blank and a spouse is associated with the family, the export defaults to the combined "[Primary First] & [Spouse First] [Last Name]" format. When no spouse exists, the primary member's name remains the correct fallback. Custom Family Label Names continue to override the default as expected, and the fix applies consistently across CSV and group export types.

Large Donation Workflow Trigger — Certain Actions Failing to Execute

Workflows configured with a "Giving Amount" trigger were not executing all configured actions when the trigger fired — specifically, interaction-type actions were being silently skipped. This fix ensures that when a qualifying donation is recorded for a member in the configured group, all attached workflow actions execute successfully and completely, whether triggered automatically or via "Run Now." Workflows correctly continue to not fire for donations below the threshold or for members outside the configured group.

Export Report Data Permission Incorrectly Granting Access to Giving Statements

Users with the "Export Report Data" permission enabled were able to download giving statements from the Admin Notifications area even when they had no "View Giving" permission. This fix adds a combined permission check so that giving statement downloads require both "View Giving" and "Export Report Data" to be enabled. Users with only one of the two permissions will not see the download links for the giving statement in their notifications. All non-giving report downloads are unaffected by this change, and the existing "View Admin Messages" precondition remains in place.

Query Search Adding the Entire Database to a Group Instead of Selected Members

When using the Query search under Individuals and then applying a bulk action (such as "Add or Remove from Groups") via the three-dot menu, the system was adding every member in the database, rather than only the members returned by the query. This was reproducible across all databases and affected all query filter types. The fix ensures that bulk group actions applied from a Query search result correctly scope to only the members matching the active query.

Unnecessary Save Filter Button Appearing on Giving Batches Report Screen

A "Save" filter button was incorrectly appearing on the Reports Giving Batches screen, where it does not apply. The Save filter button is intended only for Giving Attendance-related screens. This fix removes the button from the Batches screen, so the interface surfaces only relevant filter actions in the appropriate contexts.

May 19, 2026 (v1.246)

Enhancements

Giving Statement Preferences Now Persist Between Sessions

The "Get Statement" modal will now remember each user's last-used settings, so staff no longer need to reconfigure date filters, tax deductibility options, template selections, and other preferences every time they open the form. Preferences are stored server-side per user account, meaning they carry across browsers and devices. As part of this change, "Include Alternating Row Colors" now defaults to checked for improved readability. If no preferences have been saved yet, the modal falls back to existing defaults with the alternating row colors option enabled.

Recent Activity Date Now Visible on Member Profile

The "Recent Activity Date" field — reflecting the most recent date a person gave, attended, logged in, or completed an interaction — is now displayed in the Dates section of an individual's profile, labeled "Recent Activity." This is a display-only change; no underlying data or calculation logic has been modified. The field shows "Never" if no activity is recorded, is visible to staff only (not in self-view, directory, or group views), and appears correctly in print/PDF layouts. Labels in the member grid, advanced search, and CSV exports remain unchanged as "Last Activity."

"Last Attended Date" Renamed to "Last Check-In Date" on Individual Profile

The field previously labeled "Last Attended Date" on individual profiles has been renamed "Last Check-In Date" to more accurately reflect that the value is derived solely from check-in data. This is a label-only update affecting all organizations — no data, logic, or underlying values have changed.

Bug Fixes

Integration Password Reveal Button Now Works in People Settings

The "Reveal" button on the Services settings page in the People module was not functioning, preventing users from viewing or copying their integration password. This password is required to connect giving accounts with People for donor fund tracking and giving statement generation. The button now correctly reveals the password, allowing it to be copied and used as intended.

Save Option Now Consistently Available Across All Attendance Report Views

The Save button was missing from most Attendance report views, only appearing on the Individual Attendance report and only after modifying default filters. Users with the "View Attendance Reports" permission can now save reports from all views — including Sessions, Absences, Absences Over Time, Attendance Over Time, By Session, By Aggregate, and Individual Attendance — without changing any filters first. Saved reports will carry the report type name matching the tab they were saved from.

Manually Excluded Recipients Now Persist When Editing Mass Contact Drafts

When saving a Mass Contact email as a draft after manually unchecking certain recipients, those exclusions were not being retained upon reopening and editing the draft. The recipient list now remains as originally configured unless explicitly changed, eliminating the need for users to re-uncheck names each time they edit a draft.

Browser Check-Out Now Records Check-Out Time in Status Report

When checking individuals out via the browser's Check-Out tab, the check-out time was not being recorded in the Status Report. The fix has been applied for both PHP 7 and PHP 8 environments, and check-out times are now correctly captured and displayed in the Check-Out column of the Status Report.

Family Member Profile Photos Now Display Regardless of the Viewer's Photo Status

If a user's own profile did not have a photo, profile photos for family members listed on their profile were not visible — even when those family members had photos set. Profile photos for family members now display correctly regardless of whether the person whose profile is being viewed has a photo of their own.

Admin Messages Now Visible to All Users with the Same Role Permissions

Some users assigned to the "Admin (Limited)" role could see admin messages in the top-right bell icon, while others with the identical role and permissions could not. Admin message visibility is now consistently determined by role assignment alone — any user with a role that includes the "View Admin Messages" permission will see notifications on the messages page.

Attendance Roll No Longer Prints a Blank First Page for Long Group Names

When printing an attendance roll for a group with a name exceeding 100 characters, the first page shows only the group name, with attendee data starting on page 2. The attendance roll now prints correctly with all attendee names and columns appearing on the first page, regardless of group name length.

Paginated Giving Records No Longer Skip or Duplicate Items with Identical Dates

When multiple donations shared the same date, the sort order across paginated pages was unstable, causing certain records to appear on multiple pages while others were skipped entirely. Giving records are now sorted with a stable secondary key, ensuring pagination produces consistent, non-overlapping pages. The paginated view and "Show All" view now return matching records for any given date range.

Workflow Form Submission Now Validates Required Field Mappings Before Saving

When configuring a Form Submission workflow trigger with "Name and Email" as the match type, users can save the workflow without mapping an email field, leading to silent matching failures and potential duplicate records. The system now blocks saving and displays a clear validation error if a required field mapping is missing. Validation messages cover Name mapping, Email mapping for Name and Email match type, and Birthdate mapping for Name and Birthdate match type.

Member Address No Longer Lost After Granting Module Access from Amplify Dashboard

When a member was created in the People module and then invited and given module access from the Amplify Dashboard, the address on their profile was being wiped. Member addresses are now preserved correctly through the invitation and module access grant process.

Group Finder Search Now Returns Correct Results

The search functionality on the Group Finder screen had stopped working, preventing users from finding groups by name. Search now correctly filters and returns only groups matching the entered keyword.

Dashboard Widgets No Longer Produce Loading Errors

Giving, Birthdays, and Anniversaries dashboard widgets were failing to load and displaying an indefinite spinner for some organizations. This has been resolved, and widgets now load correctly.

May 7, 2026 (v1.245)

Bug Fixes

Giving Statement Report Missing Links to Mailable Statements

When generating and emailing Giving Statements, the report email sent to the admin user did not include the required link to access mailable statements, and the bell notification lacked the corresponding link. This left admins with no way to access generated mailable statements for individuals without an email address on file. Both the report email and bell notification now include working links to mailable statements, ensuring admins can always access printed materials for individuals who could not be reached by email.

Compare Toggle in Giving Summary Report Producing Error

When using the Compare toggle in the Giving Summary Reports tab, users received a JSON error instead of the expected comparison view. This has been resolved, and the Compare toggle now functions correctly, allowing users to compare giving data across date ranges and selected funds without error.

Print Statement PDF Fails to Open When Template Contains an Image

When generating a Print Statement PDF using the Pledge template — or any giving statement template that contains an embedded image, such as a logo or signature — the PDF fails to open in the production environment. This has been resolved, and PDFs now generate and open correctly regardless of whether the selected template contains embedded images, with all PDFs showing details, pledge information, and church content as expected.
 

April 21, 2026 (v1.244)

Bug Fixes

Check-In Station — Groups with Visibility Time Frames Not Showing When Testing a Specific Date/Time

When a Check-In Station was configured to simulate a specific test date and time using the "Show Group Suggestions as if it were this date and time" setting, groups with a configured Check-In Visibility time frame were not appearing in the suggested groups list — even when the test time fell within the group's visibility window. Groups set to "Always show" were not affected. The suggestion logic now correctly applies the test timestamp when filtering groups by their visibility time frame, so groups appear and disappear from suggestions based on their configured windows as expected.

Glance Icon Displays Incorrectly for Events Never Recorded on a Profile

When a Glance icon was configured for a date-based event (such as a Background Check or EL Check Date) and an individual was added to the database through a workflow form submission, the Glance icon was incorrectly appearing on that person's profile — even if the underlying event had never been recorded for them. The date displayed was also severely incorrect, rendering as a negative year (e.g., "11/30/-1") and calculating an erroneous year count (e.g., "2026 years ago"). This issue was reproduced across multiple databases and generated six linked support tickets. Glance icons now only appear when the associated event has been explicitly recorded for an individual, and date and year calculations are based on the actual recorded event date. Workflow form submissions no longer inadvertently trigger or populate Glance event dates.

Attendance Report — "4 Weeks and Current" Timeframe Reverts to "Last 13 Weeks" When Reopened

When saving an attendance report with the "4 weeks and current" timeframe selected, reopening the saved report showed "Last 13 weeks" instead of the selected timeframe. This was occurring across both ChMS and Amplify on multiple accounts. Saved attendance reports now correctly retain the "4 weeks and current" timeframe selection when reopened.

Infrastructure Updates

Continued PHP 8.4 Platform Upgrade for core Stabilization

April 14, 2026 (v1.243)

Enhancements

Search and Filter Fields Are Clearer and Easier to Read

The search and filter boxes you use throughout the application now display their labels clearly and without anything getting in the way. Previously, a small icon could overlap the text in certain filter fields, making them harder to read at a glance. That's been tidied up, so you can see exactly what each field is asking for — making it just a little easier to find what you're looking for.

Bug Fixes

Data Import Tool Is Back to Working Smoothly

If your church uses our data import feature to bring records into the system, you'll be glad to know it's working reliably again. A technical error was preventing the import screen from loading properly for some users. That's been resolved, so you can import your data without any trouble.

Joining a Group Through Your Church Website Now Works as Expected

If your church uses our Group Finder feature on your website, visitors and members who click the "Join Group" button will now see the sign-up form appear right where they clicked. Previously, the form would sometimes appear off-screen, leaving people wondering if anything had happened. Now it's clearly visible, making it easy for anyone to complete their request with confidence.

Giving-Based Workflows Now Run Reliably

If you have a workflow set up to automatically send a notification or take a follow-up action when a donation of a certain amount is received, it will now fire as expected — every time. A problem was preventing these workflows from running at all, whether they ran automatically or were started manually. That's been fully corrected, so your church's automated giving responses work the way you set them up.

Groups List Now Sorts Correctly by Leader

On your Groups list, clicking the Leader column to sort your groups by their assigned leader now works just as it should. This makes it quick and easy to scan your groups and find who's leading what — especially helpful when you're managing many groups.

Infrastructure Updates

We made behind-the-scenes improvements to keep things running smoothly, including enhancements to how your data connects and syncs across our platform. 

March 10, 2026 (v1.242)

Enhancements

People Search API – Improved Search Accuracy and Intent Detection  

The v3/people search API now provides more precise and intelligent search results by detecting user intent and applying context-aware filtering:

• Search behavior adapts to the input pattern (email, name format, phone number, etc.).
• Phone number searches now correctly match the last 4 digits of stored phone numbers
• Name searches exclude address and secondary field matches, showing only relevant individual names
• Multi-token name searches (e.g., “Billy Ray Cyrus Walters”) correctly identify individuals by matching all tokens against first, preferred, and last name fields
• Search validates input before execution, rejecting invalid characters with proper error responses
• Whitespace normalization and pattern detection ensure consistent behavior across all search types

This improvement directly enhances the iOS and Android check-in app search experience, ensuring users find the correct individuals when checking in. 

Bug Fixes

Shelby Teller Giving Import – MICR Matching and Donor Association

This critical fix addresses data corruption issues in Shelby Teller, giving imports. The import process now correctly:

• Recognizes existing MICR bank routing and account number associations without requiring remapping
• Prevents cascading donor name mappings—when one entry is mapped to a donor, other entries maintain their individual identity
• Applies gifts and MICR associations only to the correct corresponding donor record
• Properly indicates “Map This Entry” only for entries with no prior MICR association
• Respects “This is a bank check” selection to bypass MICR icon display when appropriate

Attendance Summary Reports Now Load Without Errors

If your church was seeing an error message or a timeout when trying to open your Attendance Aggregate report under Reports > Attendance, that issue has been resolved. We've made improvements to how those reports are generated so they load successfully — even for larger churches with a lot of attendance history. You can now view your attendance summaries without any trouble.

Infrastructure Updates

We made several behind-the-scenes improvements to keep your application running smoothly and to strengthen the connections between our platform services, helping ensure your data stays accurate and up to date. 

February 26, 2026 (v1.241.3)

Fixes

Shelby Teller Import Hotfix

We’ve released a hotfix to resolve an issue affecting the Shelby Teller Giving import.

What was happening:
In some cases, existing MICR associations were not recognized during import, leading to gifts being incorrectly associated during batch processing.

What’s changed:

• The issue has been resolved
• Imports now correctly recognize existing MICR associations
• Gifts are applied to the correct donor records

February 25, 2026 (v1.241.3)

Enhancements

iOS Check-In and ChMS Apps Search Features

• Searching for the last four digits of a phone number now returns only true matches.
• Name searches no longer return unrelated or overly broad results. 
  Address, email, and unrelated fields are no longer included in basic name searches. 

February 24, 2026 (v1.241)

Enhancements

Workflows Now Guide You to Fill In Everything Before Saving

When setting up an automated workflow, the system will now let you know if you've left any required fields empty before you save. Instead of saving an incomplete workflow that could run into problems later, you'll see a clear message pointing to exactly what's missing — making it easy to get everything set up correctly the first time.

Bug Fixes

Family Name Now Exports Correctly in CSV Reports

If you've been downloading CSV reports that include family information, you may have noticed the family label name wasn't always showing correctly. That's been fixed — the family name column in your exported files will now display the right name for every record, so your reports are accurate and ready to use.

Search Filter Now Works Correctly When Using "Is" Conditions

In your Query Search tool, filters using an "Is" condition — where you're looking for records that exactly match a specific value — were not returning the right results. That issue has been resolved. Your IS filters will now find exactly what you're looking for, so you can trust your search results again.

Existing Members No Longer Added to the New Member Group at Check-In

If your church uses a New Member group to follow up with first-time visitors, you may have noticed that some returning members were being added to that group by mistake during check-in. That's been corrected — only genuinely new members will be added to your New Member group going forward, keeping your follow-up lists accurate.

Infrastructure Updates

We made several behind-the-scenes improvements in this release to keep the application running smoothly, improve performance of data exports, and strengthen how our platform services work together. 

February 15, 2026 - iOS Check-In App

Fixes

We resolved an escalated issue affecting the iOS Check-In App, where station rules were not being properly enforced when properties were assigned to groups.

Previously, when a Check-In Station was configured to limit groups by specific properties, the app would still display all available groups instead of only those tagged appropriately.

With this update:

• Only individuals who are members of a specific group can check into that group when station restrictions are applied.
• Group listings now correctly respect station property settings.
• Station rules are consistently enforced across supported configurations.

This fix restores expected behavior for churches using property-based station rules.
 

January 13, 2026 - Legacy (iPhone) Check-In App

Bug Fixes

"Other Relationships" were not appearing

• When a person had Other Relationships marked as “Include in Check-in” on their profile, those individuals did not appear alongside family members during check-in. We have resolved this issue and verified that the iOS Legacy Check-In app now displays Other Relationships during check-in.  

January 8, 2026 (v1.240)

Enhancements

Group Finder

Create Feature Flag for Group Finder Links

• Introduced a feature flag to enable controlled rollout of Group Finder link functionality by environment or customer segment.

Copy Link Functionality

• Added a Copy Link button on /groups/finder for easy sharing of group discovery links.

Copy Embed Code with Filters

• Users can now copy the embed code with applied filters for embedding filtered group views on external sites.

Public Rendering of Embedded Group Finder

• Embedded views now render publicly without authentication issues.

Public Link Behavior Improvements

• Enhanced navigation consistency for public links accessing group-related content.

Giving Entry

Search by Phone Number and Email

• Users can now locate donors by phone number or email address.

Improved Person Search Dropdown Card

• Redesigned the dropdown using HTML for better layout and usability.

People Search

Partial Match Support

• v3 People search now supports partial matches for first and last names.

Improved Searching for Andro and iOS Apps

• Optimized search behavior for better performance on mobile apps.

UI & Responsiveness

Group Administration UI Alignment

• Adjusted Add View and Add Group actions to align with current design standards.

Group Image Responsiveness Improvements

• Improved image display across breakpoints for various devices.

System & API

Adjust Permissions for /api/v3/people Search

• Updated permissions handling for better access control.

Insert into member_groups_history After Update/Delete

• Changes to member_groups are now recorded for auditability.

Retry Sending Mass Communication Emails

• Added logic to retry emails stuck in the pending state.

CSV Export with Fund Totals Per Batch

• CSV exports now include fund totals for easier reconciliation.

Bug Fixes

Check-In

• Fixed design issue when adding a person to a family during Check-In.
• Resolved the issue preventing individuals from appearing in search results.

Giving

• Restored Mailable Labels and Statements buttons in the Giving Statements flow.
• Fixed the error in the Giving Detail report with older date ranges.
• Resolved multiple issues related to Anonymous Giving reports.

Reports

• Corrected the birthday report field mapping.
• Fixed the attendance report character and name mismatches.
• Resolved error when viewing individual reports.

Permissions

• Fixed global permission settings reverting after save.

Profiles

• Profile photos now display correctly.
• Profile text fields now update properly.

Groups

• Sorting by headers (e.g., age) now works as expected.

Other

• Special characters preserved in mass email subject lines.
• Query vs Advanced Search mismatch resolved.
• Fixed “Blue Man Ladder” error after Mass Edit.
• Queue timestamp time zone mismatch corrected. 

December 29, 2025 (v1.239.4)

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 25, 2025 (v.1.239.1)

Enhancements

• Confirmation Emails for Giving Statement Jobs
  When giving statement jobs (email or print) finish processing, the system now correctly tracks who initiated the request and sends confirmation emails to non-admin users with permission to generate statements.
  Notifications also appear on the Log > Messages page for both admin and non-admin users, ensuring transparency and consistent feedback.

Bug Fixes

• Permissions Setting Now Saves Correctly
  Fixed an issue where the setting “Allow primary family members to update the entire family” reverted to “No” after saving. Your chosen value now persists as expected.
• Mailable Labels and Statements Restored
  Resolved a problem where Mailable Labels and Mailable Statements buttons were missing in the giving statement email flow when certain feature flags were off. Admin users can now download these before sending emails, restoring the legacy workflow.
• Directory Report Layout Fixed
  Printed Directory Reports now display in multiple columns instead of a single column, restoring readability and consistent formatting for both family and individual directories.

System & Security Improvements

We’ve updated security configurations to support upcoming Pendo Replay and Listen features while maintaining strong security standards. No action is required on your part.

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).

Speed Improvements for Check-In Search and Lookup

• We've made search and lookup features in Check-In significantly faster. 
   

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.

September 10, 2025 (v. 1.233.1)

Fixes

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

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 show sorted properly in the 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 don't show in Group Activity tab

• Fixed reset button functionality and ensured logs are displayed in the 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 Update

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. 

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.

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 July 02, 2026 17:32