Latest upgrade: What's new?

Tip! Looking for something from a previous release not listed below? Check out the Sprint Review Notes!

Latest Release: August 2025 (20.3.211)

Registering for Free Events without using the Cart

Staff and public users can register contacts and guests for free events without using the cart, making registration quicker and easier. Free events support fully customizable confirmation pages and communication templates, and public users can directly waitlist other contacts when a free event reaches capacity. See Registering for free events for the full details.

Processing recurring payments on a specific date

To prevent recurring payments from being collected early, clients can configure payments to queue up to 28 days before their collection date. The required setting, Allow scheduling of payments in advance (Settings > Finance > Pay Central > Automatic payments tab), is enabled by default.

From the Retrieve processed payments tab, staff can view submitted payments that are scheduled for collection. If a customer cancels a recurring payment, any queued payment will automatically fail. See Configuring the AutoPay settings for full details.

Logging changes to Communication preferences

Changes to a members communication preferences are now logged in the Change history. See Managing communication preferences for full details.

Reporting on membership promotion codes

The following updates have been made to enhance reporting on membership dues promotions:

  • OrdersWithPromotions business object updated to include additional properties
  • PromotionUsageByItem business object introduced
  • Promotion Analysis SSRS report enhanced
  • Promotion Usages and Top promotion codes queries updated to use OrderWithPromotions business object as a source
  • Discount-related properties added to the following business objects:
    • InvoiceSummary
    • CsInvoice
    • InvoiceLines
    • InvoiceLineData

Introducing the AI Content Creator (Available Upon Request)

The AI Content Creator helps you quickly draft content based on your topic. After generating the initial version, you can review, edit, and tailor it to fit your needs before publishing the content. See Generating AI Content for more information.

Note: This feature is currently only available to clients based in the United States and will be gradually rolled out beginning with version 20.3.211. If your organization would like to be included in the first phase of the rollout, please email productowners@advsol.com.

Enhancements

In addition to the exciting new features above, the following enhancements are included in this release.

Performance

  • Performance improvement when saving panel sources - Systems with a large number of panel sources — especially those that use multi-select properties — will see significantly improved performance when saving the panel sources after editing them or adding columns. In one test case, a process that previously took over a minute now completes in just a few seconds.
  • Caching for alert sets - Alert sets are now temporarily cached in the browser, significantly improving performance.

Advertising

  • Adding a Purchase Order (PO) Number a to Media order - Staff users can add purchase order numbers when creating advertising media orders. This makes it easier to do the following:
    • Use the same purchase order number for multiple ads without re-entering it.
    • Include different purchase order numbers within the same Buy.
    • Once an order is posted, the purchase order number appears in the invoiced description line.
  • Setting a default Representative –Territory for media orders in Advertising - Enabling Default selection for media orders created on staff site (Advertising >Settings > Representative-Territory) automatically sets the representative, territory, and commission for all media orders created on the Staff site, eliminating the need to select them each time. Only one representative, territory, and commission combination can be set as the default.

Membership

Events

Fundraising

  • Overriding the transaction date in Give Now - Staff users can override the transaction date or select different batches on Give Now pages if manual batches are enabled.

Other

Documentation

Beyond the documentation created for the new features and enhancements listed above, the following resources were developed through internal projects and in response to client feedback, support inquiries, and other requests:

Previous Releases