ServiceReef Release Notes

New Enhancements

• Opportunities: Application Fees Can Be Applied to General Fund
  Introduced a new organization-level setting that allows application fees to be applied to the general fund instead of individual participant balances. This provides greater flexibility and clarity for organizations managing shared fundraising goals.

• New “On Field” Filter for Opportunities
  We’ve added a new filter on the Opportunities admin page to quickly view trips that are currently in progress. This includes trips that have already started but have not yet ended, improving visibility for active teams in the field.

• Discussion Notifications Now Enabled for All Users on Opportunities
  Removed the admin-only restriction on discussion notifications so that all users now automatically send notifications when posting or replying. This helps ensure important updates and responses are seen in a timely manner. 

Support

• General Fund Calculation Adjustments on Opportunity Tasks 
  Improved how percentage-based payment tasks calculate remaining balances across different fee scenarios. This work helps ensure goal calculations more accurately reflect what is truly owed, especially for general fund contributions.

New Enhancements

• Opportunities: Added Ability to Add Participant via Add Participant Button 
  Team Admins can now directly add participants to an Opportunity from a new “Add Participants” section.  Previously, the participant had to exist within ServiceReef to be added.  This now allows admins to quickly enter a participant’s First Name, Last Name, and Email to create and attach them to the team without requiring the individual to complete the standard sign-up flow.  Clicking the notification box will send an email inviting that user to claim their existing account and create a log-in for future needs (e.g. tasks, dashboard, etc.)

  This enhancement streamlines roster management and makes it easier to handle late additions, staff-assisted registrations, or special cases where an admin needs to initiate participation on someone’s behalf.

• Form Templates - Added ability to skip pre-filled text
  We’ve added a new option on the Form Template page that allows admins to select: “Do not pre-fill any answers on this form.”

  This enhancement is especially helpful in scenarios such as monthly coach feedback or trip participant evaluations, where a staff member may complete the same form multiple times for different individuals. Previously, the form would auto-populate with that user’s prior responses, which could create confusion when the feedback was for a different person.

Support

• Media Player within Opportunities
  Resolved an issue where video playback could not be triggered when clicking within the center area of embedded videos (e.g. YouTube, etc).

• Team Leaders: Permission Updates for Discussions and Event Reports 
  Team Leader permissions have been adjusted to better align with expectations.  The permission to view Opportunity Discussions are now included in the Communications permission.  The Permission to view Event Reports is now tied to the Reports permission.  

New Enhancements

• New Org Preference: Donor Covers Fees by Default
  Added a new organization-level setting that allows fees to be automatically applied to every donation with no donor opt-in option. When enabled, the fee is included in the total, the checkbox is hidden, and the label is updated to “Fees,” ensuring consistent net donations and a simplified checkout experience.  

• API: UserType Added to API Responses
  Added the UserType field to participant and member API responses. Organizations integrating with the API can now distinguish between full users and limited users directly from the response data.

• API: Audit Log Enhancement for Registration Confirmation Emails
  Enhanced audit logging to capture the SendEmailConfirmation value in API registration requests. This provides better visibility into whether confirmation emails were intentionally triggered during API-based registrations.

Support

• Message Sender Logo Alignment Fix
  Resolved an issue where logos in Message Sender emails were not centered when sending test emails or opportunity emails, particularly in Safari and Edge. Email headers now display consistently with proper centered alignment across browsers.

• Old Annual Donor Report Email Corrected
  Identified and addressed an annual donor report job that may have sent broken links to donors. Preventative measures were implemented, including disabling the legacy job and properly rerouting report links.

New Enhancements

• "Add Participants" Button Now Considers Trip Participant Maximum 
  The Maximum Participants setting is now enforced when an admin clicks the "Add Participants" button on the opportunity participants page.  To adjust this limit, the admin would need to adjust the maximum number to allow more participants on the opportunity.  

Support

• Mobile App: Resolved iOS 26 App Crash 
  A fix was implemented to address crashes in the mobile app on iOS 26, which occurred when viewing screens with image galleries. This update restores stability on the latest iOS version.

• Hide Add Family Member Button When Switching Profiles
  Now, when a household admin switches to a family member without household management rights, the “Add Family Member” button will no longer appear. This prevents the accidental creation of multiple household records by users lacking proper permissions. 

• Inactive Users Blocked from Applying
  Inactive users can no longer submit applications. The system now checks account status on each application page and blocks submission if the account has been deactivated or merged.

• Opportunity Message Attachments Validation  
  Added backend validation to ensure attachments sent via Opportunity Messages are properly handled, are within allowable size limits, and validated before sending.

• Removed ‘Manage Admins’ Permission from Sub-Trip Basic Admins  
  Basic admins on sub-trips can no longer promote themselves or others by assigning admin permissions. This update prevents unauthorized elevation of privileges.

• Fixed Missing Remove Option on Stories Page
  Fixed an issue where users could not delete their own stories. The “Remove” action is now restored on the Stories page, allowing users to delete stories directly from the list view again.

New Enhancements

• Track Notification Configuration Options
  Introduced new track settings to allow organizations to disable welcome emails for new subscribers and opt out of copying coaches on overdue task emails, offering more flexibility in how track communications are handled.

• Sub-Trip Participant Status Counts
  Added participant status counts to sub-trip views, mirroring the “Approved,” “Awaiting,” and “Incomplete” columns used in Opportunity views. This provides improved visibility into sub-trip team status.

• Test Email for Message Templates
  Enabled the ability for admins to send test emails from within the Message Sender Templates section, matching functionality available elsewhere in the system for validating content before use.

• Stripe Connect Deauthorization
  Added functionality to allow organizations to deauthorize a Stripe Connect account from within their settings, providing greater control over payment provider integrations. 

Support

• Show Displayed Cost on Opportunity Details
  Resolved an issue where the displayed trip cost would disappear if the total cost was NULL. Now, if a different amount is set to display at the top of the page, it will show regardless of whether a total cost is defined. 

• Estimated Fee Always Visible
  Updated the Checkout interface to ensure estimated credit card processing fees are displayed regardless of whether the user selects the checkbox, improving transparency and user understanding of potential costs.

• Remove Tax Deductible Message for Payments-Only Trips
  Removed misleading messaging about application fees being tax deductible on trips designated as “Payments Only.” This ensures clarity for admins and participants when fundraising is not part of the trip.

• Onboarding Form Error Fix (Logged-Out Users) & Track Completion Status Update
  Corrected an issue where users completing onboarding forms while logged out would see an error despite successful form submission. This also ensures that track completion statuses are properly updated.

• SignNow Redirect Fix
  Fixed a redirect issue occurring after users signed a document via SignNow, which had previously resulted in an error page and incomplete applications.

New Enhancements

• Message Sender Page Improvements
  The message sender interface was updated with pagination, filters, keyword search, and sort capabilities to support increased messaging volume and improve usability for admins managing donor and participant communication. 

• Donation API Enhancements
  A new field was added to the donations received API response to expose donation frequency. This makes it easier for teams to track recurring gifts and automate monthly supporter reporting.

Support

• Checkout Page Wording Adjustment
  The word “estimated” was added to fee calculations on the checkout page to better clarify discrepancies in donation totals and improve donor trust at the point of giving.

• Participant Import: Performance Improvements
  Admins can now successfully upload up to 50 participants at once without encountering errors. This update improves memory handling and adds error tracking to better capture failure points, making the process more reliable and supportable.   

• reCAPTCHA Migration Update
  Our reCAPTCHA keys were migrated to Google Cloud in preparation for platform-wide changes in 2026. This ensures continued service, enables improved monitoring and reporting, and aligns with Google's new usage and billing structure.

New Enhancements

• Customize “Apply” / “Register” Buttons Per Opportunity  (or Hide it!)
  Admins can now configure each opportunity's main action button to display “Apply,” “Register,” or “Hide Button” based on their preference. This improves clarity and allows for more intentional user flows on the web. 

• Passport Middle Name is now Required
  To support international travel and ticketing requirements, the passport field for middle name is now required and includes guidance for those without a legal middle name.

• Team Discussion Notifications Defaulted ON
  When admins post a new discussion, the “Notify Team Members” option is now enabled by default to ensure teams receive timely updates.  

Support

• Google Maps API Key Restrictions  
  We’ve secured Maps API Keys with platform-specific restrictions to prevent issues, especially for iOS and Android integrations. 

• Sub-Trip Accounting Code Inheritance  
  When creating a sub-trip, the accounting code from the parent trip now carries over automatically, reducing manual data entry for admins.    

• Opportunity Cloning: Resource Fixes  
  Cloning a trip now correctly preserves resource visibility settings and ensures organizational resources are linked properly, eliminating the need for manual updates.

New Enhancements

• Mobile App Enhancements 

  • Complete MAUI Rewrite 
    We’ve rebuilt the ServiceReef mobile app from the ground up using Microsoft MAUI (Multi-platform App UI) as our new foundation. This enables faster development, better cross-platform support, and improved performance across iOS and Android devices.

  • Opportunity & Track Tasks in Mobile
    Participants can now view and manage their assigned Opportunity Tasks and Track Tasks directly within the mobile app; making it easier to stay on top of deadlines and action items while on the go.

• Add Coach to Automation Workflows 
  You can now assign a default coach to participants.  On the Opportunity > General > Automation screen, there's a new dropdown that allows you to preselect a coach to be automatically assigned during automation. This streamlines team oversight by reducing manual steps for trip admins. 

Support

• Infrastructure Upgrades  
  We’ve updated several elements of our infrastructure to ensure better reliability, scalability, and long-term support.  These include upgrading our Load Balancer and several migration elements, which offer better availability and support. 

• Opportunity Task Age Restriction Fix  
  Resolved an issue where age restrictions on tasks weren’t applied properly when using “Trip End Date” as the cutoff. Now works consistently across all date configurations.    

• Error Handling for Unauthorized Access
  Some Coaches were experiencing infinite spinning or incorrect HTTP responses when attempting to access household members. Improved frontend and server behavior when users attempt to view unauthorized household member profiles. 

• Continued Tweaks to Checkout  
  We continued to follow industry best-practices around the donation or payment flow, including adding no-cache headers for key donation and checkout pages to prevent cache-related issues and ensure fresh content delivery.

New Enhancements

• Configurable Sync on Modified Date
  The Rock integration now includes a toggle that allows admins to bypass the "last modified date" logic, which previously blocked updates to Rock if the Person record appeared newer. You now have control over whether ServiceReef can update user data regardless of this comparison—especially helpful for syncing non-core attributes..

Support

• API Docs – Refresh Token Clarified 
  We’ve updated our API documentation to reflect the ability to use token refresh. This functionality has long existed but was undocumented, now it’s clear and accessible to your dev teams.

• Alert Users if Scripts Are Disabled at Checkout 
  Some users were running into issues during checkout when browser scripts were disabled. A new alert now notifies them to switch browsers or enable scripts for the checkout process to work correctly..  

• “My Family” Page – Opportunity Filters Respect Organizations
  Households now only see opportunities from their current or partner organizations on the My Family page.  This has been tightened up for better privacy and clarity.

• Stripe Integration Tweaks 
  We improved how ServiceReef handles Stripe subscriptions and payment errors behind the scenes. These updates prevent duplicate subscriptions, improve error visibility when a payment token isn’t captured, and ensure users get clearer feedback during checkout, making your donor and participant experience smoother and more reliable. 

New Enhancements

• Improved Display for Sub-Trips
  Participant counts for sub-trips are now easier to view and navigate. You’ll see a clear number indicating total active participants per sub-trip, and clicking this count will take you directly to the participant list.

• Coaches Can View Internal Member Categories
  Coaches can now view internal “Interest” categories on member profiles, giving them better insight for coaching. Note: These categories are view-only and only visible to currently active coaches.

• Coach Bio Pop-Ups for Entry Paths
  Users going through an entry path can now click “View More” to see the full bio of potential coaches in a modal pop-up—reducing confusion when trying to make a coach selection.

• API Enhancements: User GUIDs
  We’ve added user GUIDs to the Member API response, allowing organizations to generate personalized profile completion links more efficiently.

Support

• Better Passport Notification Handling
  Passport expiration reminders are now sent only in the context of active organizations—and only to users who have participated in trips recently. This reduces confusion from unrelated or old organization emails.

• User Dashboard Cleanup (Groups)
  Groups a user has been removed from no longer appear on their dashboard. Now, only groups in which the user holds an “Active” status are displayed.  

• Fundraising Page Performance Optimization
  We resolved performance issues on the fundraising page that were causing slow load times for some users along with some underlying queries to significantly reduce execution time. The page should now load more efficiently and provide a smoother donor experience.

New Enhancements

• Track Admins Can Now See All Assigned Tasks
  Previously, tasks marked as "internal" or "hidden" might not appear to Track Admins. Now, if a task is assigned to them, it will appear on both their My Tasks tab and the Track Details view—regardless of visibility setting.

Support

• Auto-Enroll Setting Now More Intuitive
  Organizations can enable "auto-enroll" to automatically enroll users with a specific category into a group (e.g. enrolling trip alumni for a certain partner into an alumni group).  Turning off auto-enroll at the organization level didn’t previously disable it for existing groups. Now, a warning is shown if groups still have auto-enroll active—helping prevent confusion and ensuring settings stay aligned.

• Improved reCAPTCHA Handling at Checkout
  We’ve addressed several edge cases that could cause reCAPTCHA failures at checkout, including token timeouts, script errors, and multiple submissions. This improves the reliability of user submissions and ensures proper validation across devices.  

• Donation Settings Page Now Always Accessible
  Organizations without a payment provider can now still access their “Donations & Payments” page. This change supports organizations who haven't yet set up a payment provider or want to review donations without necessarily enabling online payments.

New Enhancements

• Donors can now cover Donation Fee (Stripe Customers) 
  If your organization uses Stripe as your payment processor, ServiceReef offers a helpful feature that allows donors to cover credit card processing fees during the checkout process. This optional feature is a great way to recover processing costs and direct more funds toward your mission. To enable: Visit Org Settings > General > Preferences, and look under the Financial section for Donor Covers Credit Card Fees.

• RockCMS Plugin Updates
  We’ve released a series of updates to improve the way ServiceReef syncs with RockCMS, making integration smoother and more intuitive:

  • Default Mailing Checkbox: When creating members (via Groups, Users, or Donations), the “Mailing” checkbox is now selected by default to ensure ongoing communication.

  • Participant Status Sync: Participant status changes in ServiceReef (like being declined) will now sync correctly with Rock groups.

  • Preserve Rock Group Dates: ServiceReef will no longer overwrite group start/end dates in Rock after the group is first created—this gives you full control to edit dates directly in Rock.

  • Clean Descriptions Sent to Rock: Group descriptions sent to Rock will now exclude HTML characters (e.g., <br/>) to prevent display issues in the Rock UI. 

Support

• Story Posting – Missing Name in Subject Line
  We've corrected an issue where story notification emails posted by organizations omitted the poster’s name in the subject line. If the post is from the organization, the subject line will now include the org name for clarity and consistency.  

• Continued Performance Improvements  
  We’ve optimized the handling of long-running processes such as auto-completing tasks and sending the Weekly Opportunity Summary email to participants. These tasks have now been optimized for scale and more reliable delivery. 

New Enhancements

• Hide Fundraising Section on Member Dashboard
  Organizations now have the ability to hide the “My Fundraising Progress” section from the participant dashboard. This gives teams more control over what information is visible to participants and helps avoid confusion for trips that do not require fundraising visibility.

• Max Participants and Available Spots Added to Opportunity Export
  Opportunity exports now include two new fields: “Max Participants” and “Max Available.” These additions help teams monitor capacity more efficiently.

• “Make a Payment” Button on User Dashboard Now Based on Raising Funds Requirement 
  The “Make a Payment” button on a participant’s dashboard is now displayed based on the financial setting, “Do registrants have to pay for or raise money for this opportunity?” This change ensures that participants can make payments even if the opportunity doesn’t allow public fundraising visibility. 

Support

• Fixed Weekly Update Email Job to Ensure Consistent Delivery
  An issue was resolved where some participants were not receiving their weekly update emails due to system memory errors. The process has been optimized to prevent these disruptions going forward. 

• Resolved Identified Security Vulnerabilities 
  As a result of recent ethical penetration testing conducted, a few security controls were put into place to reduce the chance where bad actors can get to unauthorized data or change user behavior.  These include, but are not limited to:

  • A vulnerability was identified allowing users to access personal information (PII) via a specific API endpoint. We have implemented tighter permission controls to ensure only authorized Admins and Coaches can access that data and maintain consistency throughout the platform.

  • An issue was found where attackers could lockout an existing account by changing usernames (no unauthorized access was granted, but the account could be disabled/locked via this method). This security gap has been patched to preserve account integrity.

• Addressed Performance on Background Processes 
  In continuing efforts to modernize our infrastructure and provide stability as more participants are sent this year, we updated several routine jobs and transitioned them to run in a new environment.  This change improves reliability and simplifies diagnostics for ongoing background processes. 

New Enhancements

• Session Management Update: Require Login After 30 days
  To improve security and prevent issues with inactive user sessions, authentication cookies now expire 30 days after login, rather than extending the expiration each time a user accesses the platform. With this update, users will be required to log in again every 30 days to ensure account security and prevent outdated session issues, such as applying for trips with inactive profiles. Additionally, when user accounts are merged, both merged users will be logged out and required to re-authenticate.

• Reference Task: Send Email Automatically
  There were situations when completing Reference Tasks where users had to manually click the "Send Email" icon after entering a reference's details, leading to confusion when emails weren’t sent. Now, when a reference's name and email are entered, clicking "Save and Send Email" will automatically send the reference request, making the process smoother and ensuring references are contacted without delay.

Support

• Fixed Ongoing and Repeating Trips Showing ‘Registration Closed’ in List View
  Addressed an issue where ongoing and repeating trips were incorrectly labeled as "Registration Closed" in the public Opportunities list view. Now:

  • Ongoing trips will show "Open Registration" unless the trip is marked as completed.
  • Repeating trips will display "Open Registration" if there is no registration deadline or will show actual days remaining if a deadline is set.
  • Long-Term trips will show "Open Registration" if there is no start date or registration deadline, ensuring clarity for potential participants.

New Enhancements

• Moving to Sub-Trip: Redirect Fundraising Page
  When a participant is moved from a parent ongoing trip to a sub-trip, their fundraising page will now automatically redirect to the correct trip. This prevents errors and ensures a smooth transition for participants who start fundraising before being assigned to a specific sub-trip.

• Auto-Complete Tasks Logic Rework
  The auto-complete functionality for template tasks has been refined. Previously, when one user completed an auto-complete task, it was marked as completed for all assigned users. Now, auto-complete applies only to the same user for future assignments, ensuring task completion content remains user-specific.

• Repeating Opportunities: Change Default Selection
  The default selection for repeating time slot opportunities has been updated. Instead of automatically enrolling participants in all available time slots, users must now manually select their preferred time slots. This change helps prevent accidental sign-ups for multiple dates, improving the user experience.

• Admins Can Now Add Internal Categories to Users via Member Modal
  Admins now have the ability to assign internal categories to organization members directly from the member modal. Previously, these categories were not accessible from the modal, requiring extra steps for management.

Support

• Fixed Group Settings Error After Name Change
  Addressed an issue where changing group names caused errors, preventing access to Group Settings.

New Enhancements

• Ensure Unique CaptureID for Payments
  Implemented a safeguard to prevent duplicate payments from being recorded when PushPay sends multiple responses with the same CaptureID or when the payment capture job runs twice. The database now enforces uniqueness for CaptureID entries.

• Change Validation on Payment Task Add ServiceReef TransactionID to Donations Export 
  The ServiceReef TransactionID has been added to the donations export, improving transaction tracking and reconciliation for organizations.

Support

• System Stability Improvements
  Identified and fixed several system errors that were causing occasional disruptions. These updates enhance overall reliability and ensure a smoother experience for users.

New Enhancements

• New Organizational Preference: Hide Pictures on Main Page for "People Engaged with ORG NAME"
  Added an option to hide participant profile pictures on the main organization and trip pages while still displaying participant counts.

• Change Validation on Payment Task Percentages
  Updated the validation for payment tasks to allow up to 105% of the target amount to accommodate scenarios involving net amounts and credit card fees.

Support

• Changed Task Assigned Notifications Timing
  Task reminder notifications will no longer be sent for trips that ended more than 30 days ago, reducing unnecessary post-trip communications.

• Performance Improvements
  Improved or re-engineered several elements that were impacting overall site performance, including:

  • Optimized long-running queries impacting performance on the Upcoming Projects and Project Tasks pages

  • Created a dedicated App Service for better resource allocation and future background job scalability

  • Improved database indexing to enhance long-term performance and stability

New Enhancements

• Add Tag (or "Role") to Team Participants
  Admins on enterprise-level plans can now create and assign custom tags or roles for team participants on trips. This feature allows the designation of roles such as "Team Leader" or "Non-Traveling" with optional color coding, making it easier to identify participants' responsibilities and roles within teams. Tags are also included in the API for comprehensive reporting.

• Change Personal Fundraising Email Images
  Updated the images in the Personal Fundraising Email template to enhance the visual appeal and align with current branding, ensuring participants have clear, engaging information about their fundraising pages.

Support

• Updated Team Admin Permissions to Allow Message Sender Templates
  Team admins are able to leverage the functionality in Message Sender to pull in previously created Message Templates when creating messages for their team participants.

• Opportunity Task Uploaded Files Not Pulled to Member Modal Files Tab
  Addressed a situation in which files uploaded by participants through opportunity tasks are now accessible on the member modal's Files tab, allowing admins to view these files alongside other user-uploaded documents.

New Enhancements

• Add 'Complete' Option to Repeating and Long-Term Trips
  A "Complete Opportunity" option has been added to the actions dropdown for Repeating and Long-Term trips, allowing admins to mark these trips as completed.

• Add Member Questions to Opportunity Reports
  Member questions are now available in custom Opportunity Reports, allowing admins to include these as fields in reports for enhanced data tracking and analysis.

• Add Ability to Hide Story Creation for Participants
  A new setting allows organizations to restrict participants from creating stories on specific trips, both on the user dashboard and the opportunity page, while maintaining story posting rights for admins.

• Add Org Setting to Disallow Recurring Stripe Transactions
  Organizations can now disable recurring donations for Stripe, allowing only single transaction donations to be made for participants.

• Org Setting for Ability to Cancel Trips on Dashboard
  Added a setting to hide the "I can’t make this" option on the user dashboard, allowing organizations to control the visibility of cancellation options for opportunities.

Support

• PushPay: Sync Cancelled Recurring Donations
  Improved the recurring payment sync to capture successful transactions even if a recurring donation was later cancelled, ensuring more accurate data capture.

• Change Default Coach View to Available
  The coach view now defaults to showing "Available" coaches first, with "Unavailable" and "Inactive" statuses displayed afterward for easier filtering and visibility.

• Project Task Assigned Notification Timing
  Updated the timing of notifications for project tasks to prevent alerts from being sent before an admin has completed the task setup. 

New Enhancements

• View All Member Tasks: Add Link to Members Page
  Coaches can now access all member tasks via a new "View All Member Tasks" link, which takes them to the "Tasks for Users I'm Coaching" tab

• Add Org Preference to Remove "Make a Donation" from Main Page
  Organizations now have the option to remove the "Donate" button from their main and opportunity pages through a new Org-level preference setting.

• Allow for Ongoing Trips to Show When Moving Users
  Admins can now move participants between scheduled occurrences of an opportunity, making schedule adjustments easier across repeating opportunities.

• Opportunity Reports: Add Timeslot to Opportunity Options 
  Timeslot data is now included in opportunity reports, allowing admins to see participants' scheduled times for recurring opportunities.

• Add Participant Name to View Schedule Page
  Participant names are now visible on the View Schedule page, with the first three names displayed and a "+ XX More" link for additional participants.

• Expanded the Visibility of Repeating Trip Dates
  Repeating schedules now display the next 60 occurrences, providing a longer window for participants to view and sign up for future dates.

Support

• Performance Improvements 
  Established a monitoring program to track overall site performance.  Improved several long-running queries including participant pages, opportunity pages, and user dashboard.  Continuing to monitor for additional gains/improvements. 

• Wrong Amount Raised on Member Modal Opportunity Card
  Corrected the calculation of the "Raised" amount on the member modal to exclude transactions with a status of "failed," ensuring it matches the participant's Donations & Payments section.

• Recurring Opportunity - Fixes
  Resolved issues with recurring opportunities: cancelled users can now sign up for another slot, and admins will only see participants for the specific timeslot rather than all participants.

New Enhancements

• Added Donor Address and Phone Number for Manual Donations
  Admins can now add a donor's address and phone number to manual or imported donations.

• Multiple Audiences Selection for Email Sender
  Admins can now select multiple audiences when sending emails, with automated de-duping of recipients.

• View Email Audience Members
  Admins can now view detailed recipient lists when sending emails, including audience roles and details.

• Email Templates for Org Admins
  Org Admins can create email templates for use by team admins, streamlining message creation.

Support

• PushPay Recurring Donations Issues Resolved
  Fixed an uncommon issue where some recurring donations were missing from the ServiceReef database.

• Improved Age Validation When Creating Profiles
  Fixed issues where age validation errors required re-selecting member information and passwords.

• Error Status Transactions - Consistency in Fundraising Progress
  Transactions with an "error" status are no longer counted towards a participant's fundraising progress.

New Enhancements

• PushPay: Capture/Expose PushPay Fund ID in SR API
  The PushPay Fund ID is now exposed in the ServiceReef API, aiding integrations with external systems.

• Create Org Setting: Minimum Age for Profile
  Organizations can now set a minimum age requirement for profile creation, with options ranging from 13 to 21, to ensure participants meet age criteria (default is 13, which is the current minimum age).

• Split Admin Rights for Team Admins
  Admin rights for team leaders have been split, allowing for separate permissions to "View Budget" and "Add Expenses," giving more granular control over access to financial data and actions within your teams/trips.

Support

• Update Daily/Sync Webjobs
  Daily and sync webjobs (i.e. things that run in the backgroune) were migrated to a new platform for more consistent performance and easier diagnostics.

New Enhancements

• Add Coaching Status: Inactive
  A new "Inactive" status for coaches has been added to address situations when coaches are deleted or marked inactive across organizations.

• Allow for Participant Import Directly in the Opportunity
  Trip Admins can now upload participant lists directly into a trip, simplifying the process without needing opportunity-level information.

• Add "Invite User to Complete Profile" to Actions Drop-down
  An option to "Invite User to Complete Profile" is now available in the Actions drop-down for Limited User Types within the opportunity participant list.

• Add Member Update to Audit Log
  Member updates by admins or users are now captured in the audit log, recording both the old and new values for enhanced tracking.

• DateLastUpdated - Expand SR Logic to All Member Actions
  The DateLastUpdated field now updates whenever any member profile information is changed, not just the main profile page, ensuring more accurate tracking.

• Payment API: Add CreatedDate and UpdateDate to Response
  CreatedDate and UpdateDate have been added to the Payment API response to facilitate integration with external systems like NetSuite for tracking changes.

Support

• Track Email Sender Messages Not Being Sent
  Fixed an issue where scheduled and immediate track email sender messages were not being delivered in QA and production environments.

• Percentage Payment Task Doesn't Count Imported Donations
  Fixed an issue where percentage-based payment tasks were not counting imported or manually added donations towards a trip's fundraising goal.

• Error When Clicking on Interests
  Resolved an error that occurred when users clicked on the "Interests" section if no interests were set up for the organization.

• Error When Accepting Coach Invitation
  Fixed an issue where existing users were unable to complete the coach invitation process when clicking the invite link to log in.