May 20, 2025

Enhancements

Center Justify Express Giving Form Logos

• • We've added an option to center-justify logos on the Express Giving Form. This enhancement gives administrators more control over the form's design and layout.
    
    

Add Amount and Fees to the Custom Data export report

• • We've enhanced the Custom Data export report to include additional financial information. Giving admins can now export their funding deposit reports with batch fees, allowing for more accurate reconciliation of deposits with correct transaction and fee amounts. The new fields added to the Custom Data export report are:
     
    • [grossAmount]: The full amount of the transaction
    • [netAmount]: The full amount minus any fees
    • [fees]: The fees associated with the transaction
    • This update provides greater flexibility and detail in financial reporting, making it easier for clients to manage their financial data.
      
      
      

       

Bug Fixes

New Donor Email Artifact

• • We've addressed an issue where the "Ways you can give" section was appearing in New Donor email templates even when all options were unchecked. This fix ensures that the email content accurately reflects the selected settings.

Clover Give PW Reset Link produces a Blank Page

• We've fixed a problem where password reset links for Clover Give accounts were leading to blank pages. This solution ensures that users can successfully reset their passwords when needed.


Process Date versus Next Payment

• We've corrected an issue with recurring gift schedules, ensuring that the Process Date and Next Payment Date are accurately displayed and aligned. This fix improves the clarity of information for donors regarding their recurring contributions.

May 7, 2025

Enhancements

Removed ChurchMembershipOnline from Data Exports

• We found that this 3rd party server was no longer responsive. Since we are not able to connect with ChurchMembershipOnline, we have removed the Data Export option for this third-party software. You will no longer see this in the dropdown list of Export Profiles as shown below:

• Users who have used this data export prior will need to select a new data export to utilize or choose the CUSTOM data export and select which fields are needed for their reports. Please refer to this article on custom exports

Update form fields to not auto-populate for donors

• We found that donors that have auto-population on their devices were accidentally putting the phone number in the donation amount box - which resulted in some flags of $2B transactions. We have now set it so that form field boxes will not use the auto-populated data from any device.

Bug Fixes

Fixed "My Account" Dropdown on Embedded Forms

• We've resolved an issue where the "My Account" dropdown menu appeared blank on embedded give now forms. Donors can now access their account history and sign-out options as expected when using these forms.

CP Data Exports - Shelby Arena Date Bug

• Date selection issues? Not anymore! We've fixed the Purpose Code detector on the Shelby Arena export to use your selected dates. Export your data with confidence, knowing you're getting exactly what you asked for.

April 22, 2025

Enhancements

🚀  Invoice Template Updates 

• We're thrilled to announce a sleek update to our SSO Invoice templates! We've streamlined the presentation by removing the monthly reference from line items, providing a clearer and more intuitive invoice experience for our valued clients.
• The monthly fee on the invoice details page (Settings -> Invoices) will no longer display "for month" at the end of the description.

April 9, 2025

Enhancements

Additional reCAPTCHA - Fraud Protection

• As part of our ongoing commitment to providing protected online payment solutions for you and your donors, we've rolled out an enhancement to Form security.
• When suspicious activity is detected, like repeated declined credit card attempts, users with a card that has declined 5x in 10 minutes will now see a simple checkbox CAPTCHA.

April 8, 2025

Exciting Updates and Enhancements!

We're thrilled to announce our latest release, packed with fantastic improvements and new features designed to enhance your experience. Let's dive into the exciting changes we've made!

Enhancements

🎯 Express Form Does Not Populate Sub-Fund

• Experience the convenience of pre-populated sub-funds on Express forms.
• Donors can now effortlessly give to sub-funds, especially when there's only one active option.

🎯 ParishSoft - new endpoint for OBO

• We've successfully resolved an issue where our Giving feature was using an outdated endpoint for retrieving OBO lists from ParishSoft.
• Our development team has made significant backend improvements to support the new OBO list retrieval process.
• The fix involves implementing a new, more efficient endpoint that pulls data based on specific fund IDs, resulting in more accurate and relevant OBO information for our users.
• Enhanced the subscription process to verify ParishSoft integration and retrieve fund-specific OBO lists, providing a more robust and reliable service.

Fixes

🔧 Google Pay Not Displayed Correctly

• Partial payments with new Google Pay methods now display correctly in the history tab
• Enjoy improved accuracy and consistency in your payment records

🐞 Data Exports were showing Venmo as Card

• Fixed Data export reports to show Venmo as a Payment Type and not show it as Card
• We enhanced our code to check for Venmo as a determining value to set the correct payment source on the reports.

🐞 Fixed Special Character Handling in Donor Match

• Resolved an issue where names with apostrophes were displaying incorrectly in donor match results
• Special characters like apostrophes will not display properly in the donor match/merge interface

🐞 Fixed the filter for "Archived" Forms within Form Manager

• As an administrator, you now have the power to effortlessly view ALL your archived forms with just a single click of the Archived filter in the form manager. Say goodbye to the days of hunting through multiple filters to find that one elusive form!

💡 What's Changed?

Previously, forms that were both archived and expired were playing hide-and-seek in the Archived filter view. You had to be a detective and select both the Expired AND Archived filters to track them down. But not anymore!

March 25, 2025

Fixes

Batch Fee Not Reported in Funding Export/PDF 

• Batch fees will now show up when printing and exporting a batch from the Deposits Report page.
• The "Save or Print Details" and "Download" options will include the batch fee amount.
• This resolves discrepancies previously seen in batch deposit exports and PDFs.

Batch Fee Now Included in Deposit Export

• The $0.30 batch fee is now included when using the "Export" option under Deposits
• This matches the behavior when exporting transactions to CSV from the View Transactions page.

Enhancements

Venmo Recurring is Available!

Release 1: March 25, 2025

Release 2: March 27, 2025

Thanks to the hard work of our Development team, Venmo for Recurring Gifts is now available and fully functional across devices.

To learn how to set up Venmo for your donors, please navigate to the following Help Article for instructions!

Giving with Venmo

March 17, 2025

Fixes

Enhanced Donor Experience with Our Latest Hotfix!

We're thrilled to announce a game-changing improvement to our donation platform that will make your giving experience smoother than ever before! 🎉

Say Goodbye to Duplicate Donations!
Have you ever felt uncertain about whether your recurring gift retry was successful? We heard you, and we've got your back! Our latest hotfix addresses this concern head-on, ensuring that your generosity is always accurately reflected.

What's New?
🔄 Visual Confirmation: Now, when you click the retry button for a declined recurring gift, you'll see a friendly spinning icon. This little dynamo lets you know that your request is being processed, giving you peace of mind and eliminating any doubt.

🚫 No More Accidental Duplicates: With this visual cue in place, you won't feel the need to click multiple times, preventing those pesky duplicate donations that could occur before.

💖 Streamlined Giving: Your donation journey is now more intuitive and responsive, aligning perfectly with your intention to make a difference.

March 11, 2025

Enhancements

Donor > Donor Merge

• Donors with merged accounts can now see remaining balances and submit payments without contacting an admin.

February 25, 2025 

Enhancement:

Improved Donor Privacy in Giving History Display

• We’ve enhanced donor privacy by ensuring that no information is displayed when an anonymous donor’s ID is entered in a URL. This update protects donor confidentiality while maintaining secure access to the Giving History tab on the donor’s update/manage page.

February 19, 2025

Important Updates to Customer Support Access Points

Support Tickets and History are now managed within our Help Center

Using our Help Center, beyond simply searching for resources, you can now interact with our team via our AI-enhanced chat, create tickets, view ticket history, and more.

Our best resources and Support options now reside in a single location.

Specifically, the Support option under the Question Mark icon (in the header of our Giving software) has been removed. Instead, users should click Help Center, where all Help and Tickets can be managed simultaneously.

For more information and updated best practices, see Help and Customer Support.

Note: To view past ticket history, you will need to create an account in Help using the same email you use as a giving manager. Please be aware that not every historical ticket may appear in some circumstances.

Changing your Default Payment Type now opens a Help Center Ticket

Under Settings > Default Payment Types, we have updated the "please contact support here" link to redirect users to the Ticket Submission page. This change ensures you're taken to the correct support pages.

February 13, 2025

Fixes

Batch Settlement Process - Enhance Batch Settlement Queuing to Prevent Timeouts

• This update addresses timeout issues, ensuring that batch processes are completed within the allowed time frame and reducing the risk of incomplete or missed transactions.

• We have done extensive testing on multiple points of this process to ensure proper functioning.

Donor Matching by Email Address only Issue has been resolved

• We identified and resolved the issue where donor match functionality was using "search type" logic, which is typically reserved for ChMS sync operations. This caused unexpected behavior, particularly for organizations using specific search types.

February 11, 2025

Enhancements

Removed "Need Help" Link From all Forms

• Removed the "Need Help?" link from the bottom of all FMS forms.

New Wording Added to Forms for Donor Assistance

• Added "Please contact your church or organization if you have questions or need assistance with your donation." at the bottom of the form where "Need Help" used to be.

Default for Administrative Fee is not checked in Form Properties > Payment

• The checkbox for "Apply Optional or Required fee" is no longer checked by default. 
• The new default is for new forms to have this box unchecked. 
• This is in alignment with Card Company standards. 

Fixes

Non-Tax-Deductible setting not respected in Form Properties > Fund List

• This fixed an issue where funds marked as "not tax deductible" were incorrectly appearing under the Tax Deductible - Yes filter in the donor history tab.

Recurring Gifts Skipped

• We have addressed a bug causing some recurring transactions to be skipped due to existing declined records.

Transaction Report > Edit Fund

• This fix improves fund editing functionality in transaction reports, especially for funds mapped through Merchant Account Groups.

January 28, 2025

Fixes

Custom Data Export Feature Not Functioning

• The Data Export feature was not functioning as expected. We have addressed this issue and this feature is working at full capacity!

Paid Sign-up Slot includes Venmo Payment Type

• When a form contained a Paid Sign-up Slot, the Venmo payment option was unavailable. This limitation has been successfully addressed in this update. Venmo is available when Paid Sign-up Slots are added to a form.

January 24, 2025

Fixes

Donor Payment Method Account Setup

• When Donors clicked the account set-up link from the Donor Import email, they received an error when attempting to save a payment method. This prevented donors from completing their account setup.
• We have urgently addressed this issue, and donors can now successfully interact with the setup link and save their preferred payment method.
  

January 23, 2025

Fixes

Form Analysis Display is Blank

• The form Analysis wasn't showing for some forms across the product. We want to ensure that your concerns have been heard, and we have taken immediate action to resolve this. With this update, Form Analysis will now display correctly for all forms and all the data you expect will be populated in the analysis.

January 21, 2025

Fixes

Donor Match Error Resolution

• Fixed issues specific to organizations using Parishsoft or FellowshipOne integrations. 
• Addressed null exception errors occurring during donor match criteria search. 

Offline Gifts Display Issue

• Ensured offline gifts are now visible for logged-in FMS users inside FMS Giving History.

January 17, 2025

Fixes

Auto Reports

• Resolved an issue that was causing Auto Reports not to run.

January 16th, 2025

Fixes

When a Giving account is closed, access to Forms is disabled.

• This issue was stopping FMS from loading within Ministry Brands ChMS. The fix will allow forms to load in that ChMS (and other products) when the associated account has a closed Giving account.

January 14th, 2025

Enhancements

Wording Change: "Processing Fee" is now "Administrative Fee"

• To comply with card branding rules, the term "Processing Fee" has been updated to "Administrative Fee." On forms that require payment, donors will now see the term Administrative Fee as shown below.
  
  
  
  In addition, you'll notice this term has been changed within Transaction Reports, Batch Deposit Summary Details, Form Properties > Payment (below), and other places within your Giving software. 
  
  
  

We've added a Search Bar for Multi-Location (Campus) Organizations!

• Organizations with multiple locations enabled will notice a new search bar on the Giving Form Location Selection screen. This addition will allow donors to search by the campus or location name rather than scrolling to find their location name. (A "No Results" screen will appear for unsuccessful searches).

Apple Pay Contact Information Verification

• We've implemented a new verification step for Apple Pay transactions. When we cannot verify a valid first name, last name, or address from Apple Pay data, donors will see a pop-up screen to confirm their contact information. First and last names must contain a minimum of three letters. (This will not affect logged-in donors, as we already have their information.) Also, note that a donor's email address cannot be changed during this process.

Enhanced Donor Matching when integrated with Ministry Brands' ChMS

• Enhanced donor matching criteria to include first name, last name, and phone number.

Fixes

Payment Source Type Text was Duplicated

• When exporting the recurring gifts to Excel (CSV), single-word payment source types were shown as doubles (e.g., VenmoVenmo). We have now corrected this for the CSV export.

New Organization Online Giving Sign-Up Application 

• When new organizations first sign up for payment processing, the application ("merchant pre-app") Legal Address field states, “PO boxes are accepted." PO boxes are not accepted, and we have updated the text to display “PO BOXES NOT ACCEPTED.”

Updated May 20, 2025 16:17