1. Events - Volunteer Scheduling
   • Scheduled/Unscheduled Volunteers & Event Categories Grids: Column headers are now displayed in full, and the first four columns are locked for easier navigation, allowing users to scroll while keeping categories, roles, and volunteer names visible.
   • Editable Date Fields: Date fields can now be edited directly within the Volunteer Details box, Scheduled Volunteers grid, and Unscheduled Volunteers grid, without having to open individual volunteer records. Click the Pencil icon, enter/edit the date, then click the blue Checkmark to save the value.
   • CPR/First Aid Certification Fields: The CPR and First Aid Yes/No values and certification dates reflect the information stored in each person's record by default. When a certification date is updated within Volunteer Scheduling, the corresponding Yes/No value will now automatically update based on the new date:
     – If the date is in the future, the status changes to "Yes" (certified)
     – If the date is today or in the past, the status changes to "No" (not certified)
   • Training Fields Update: In the Volunteer Details box, the Last Training date field has been replaced with Online Training and In-Person Training date fields.
2. Site Recruitment Campaigns
   • In the Application Record under the General tab, the Application Status and Application Date fields have been relocated to the top of the right-hand column, making them easier to find and update.
3. Email Marketing Module (EMM)
   • New Send Option: Users can now send a campaign to All Subscribed Contacts. This will send the campaign to everyone in the EMM Contacts list who is subscribed (excluding those who are unsubscribed).
   • New Contact Insights: The Contacts tab now includes two new columns:
     • # of Opens: The total number of times each contact has opened emails.
     • Last Open Date: The most recent date a contact opened an email.
     • Status: This field can be updated directly in the grid without having to open the contact record.
   • Deliverability Tip: Regularly review contacts! Sending to inactive recipients can harm a sender's reputation—email providers may route your messages to spam if engagement is low. Focus on active audiences and unsubscribe contacts who no longer engage.

1. In People, a new People Import tool has been added, allowing accounts to upload people records in bulk. An import template is included in the tool.
2. In Events, Participant Conversion now supports custom People Roles configured in the account's Settings, allowing for more flexibility when managing participant data.

1. In Events > Settings > Payments, the Cash option can now be relabeled; for example, it can be changed from Cash to Voucher, if participants pay with homeschool vouchers. The updated label will appear on the Checkout page, Confirmation page and Receipt.
2. In Sites, an Active column has been added to the grid and the field is visible on a site record's General tab.
3. In a Site record, the General tab now displays Created On and Last Modified By fields.
4. In a Site record, in the Site History tab, a Registration Status column has been added to display the associated category status of that site in an event.

NEW & IMPROVED! Participant Conversion in Events

We have enhanced the Participant Conversion process to make it clearer, more efficient, and more powerful!

1. Apply Person Tags During Conversion: Users can now add Person Tags directly within the conversion process, making it easier to categorize and manage People records.
2. New Instructions and Warnings: The Participant Conversion has been updated to include clear instructions, concise field names, and new warning messages.
   
3. Enhanced Run History Screen: The Run History screen is now larger, easier to navigate, and includes results from Ongoing Conversions.
   

Event Changes

1. Categories Grid: In Events, a new "Payment Methods" column has been added to list all the category-specfic payment methods that may be enabled. The new column will only appear if in Settings, the "Enable catgory-specific payment methods" field is set to Yes.
2. Custom Questions: for Multiple Choice answers, a new button has been added to Reset the Display Order from A-Z.
3. Participant Record - Store Tab: a Total column has been added to display the full cost of the products purchased by a participant.
4. Team Changes: A number of Team changes have been made:
   • The Team Type screen has been reorganized and section headers for easier management.
   • In Team Types, a new field has been added called, Require all team members to register for the same category?. If Yes is selected, the category selection field will appear on the Create a Team page and will not appear on the individual participant pages, and the selected category will be automatically applied to each participant on the team. 
   • In Team Types, a new field has been added called, Only allow previously entered participants to be selected one additional time? If Yes is seelected, the participants will be removed from the selection list after used a second time.
5. Donations Dashboard: The Thank You Sent column is now editable in the grid, without having to open the participant's record.
6. Messages - Checkout Page: The Payment Method messages will now appear on the Confirmation Page and emailed Receipt, in addition to the Checkout Page.
7. Reports: A new folder and set of reports has been added for After-School Programs, including Attendance Sheets, Rosters, Participant Health Forms, and Volunteer Health Forms.

Fundraiser Changes

1. Donations: When adding a manual donation, the Fundraiser Name field is now searchable, making it easier when searching through long lists of peer-to-peer fundraisers.
2. Donations Not Received: A new hazard sign will appear on the menu next to Donations when there are donations listed that have not been marked as received yet.
3. Reports: New folders have been added to the Reports tool to provide additional organization.

Recruitment Campaign Changes

1. Board Member Applications: When processing applications in a Board Member Recruitment Campaign, upon accepting an applicant, Pinwheel will now ask if the person should be created as a Contact (placing the person in the People List but not as a board member) or a Board Member. If the user selects Board Member, the system will ask what board role to assign, and the start date of the term. This will then put the person in the People List, as well as assign the person to the Board Members tab in the Account Record.
2. Site Applications: When accepting a site application, and then accepting the Site Contact, the Person record that gets created will now get the Person role of Volunteer, instead of Contact.
3. Donations Dashboard: The Thank You Send column is now editable in the grid, without having to open the applicant's record.

People Changes

1. Person Roles: In Account Settings, accounts can now create new People Roles in addition to the standard roles (Contact, Donor, Volunteer, Employee, Board Member, Fundraiser and User). For example, an account can now build a role called Member or Customer.
2. Merge People: After two people records are merged togther, a note will be added to each person's record, detailing the date, time, username, and the corresponding merged record.
3. Person Record: A new Roles and Tags tab has been added to the Person Record. Role and tag assignments have been moved here to better support each account having its own unique roles and tags.

A number of bug fixes were also included in this release. If your account was impacted by any of these, our support team will be in touch to let you know the issue was resolved.

 

Check out our latest blog post for reasons why this is acceptable and beneficial. Click here to learn more!

 

A new report has been added to the Donors Module called, "Donation List by Date Range". This report, similar to the Donation List, displays a list of donations made to an account but with the addition of a date filter. Click on the report, set the date range, and then export the data to Excel or a CSV file.

NEW - Generate Fundraisers Tool in Events!

Users can now generate peer-to-peer fundraisers at any time in an event, including after all registrations are complete!

How to use the tool:

1. Click on P2P Fundraising Setup in the Event Setup menu and ensure all fundraiser settings are properly configured.
2. Click the Generate Fundraisers button on the top menu.
3. Choose from the following options:
   • Generate fundraisers for all participants that do not have one.
   • Generate fundraisers for participants in a particular registration date range, status, and/or category(ies).
4. Click the Generate P2P Fundraisers button to complete the process.

The resulting fundraisers can be seen on the P2P Fundraising Dashboard in the event, as well as in the Fundraiser linked to the event.

Participants will not receive a notification when a fundraiser is generated through this tool; instead, in Reports, run the Peer-to-Peer Fundraiser List with Mail Merge for Email Marketing report and create an email campaign to send out details.

Additional Event Changes

1. Participants Grid: A new "Fundraiser?" column has been added to identify participants with a generated fundraiser.
2. Team Captain Settings: In Team Setup > Team Types > Team Captain Settings, users can now disable the automatic Team Lookup Instructions included in receipts. The Team Lookup Tool allows team members to view team details on the Pinwheel website.

 

NEW TEAM CHANGES IN EVENTS:

1. In Team Setup, a Page Title field has been added to both the Join an Existing Team Page and Create a New Team Page tabs. This allows users to change the page headers that appear on those pages in registration.
2. In Team Setup, a new option has been added to "Allow a combination of individual participants and teams on a registration?". This enhancement enables registrants to add both individual participants and new teams directly from the Participant Summary page. Previously, the system restricted functionality based on the initial selection—only individual participants could be added if registering as an individual, and adding a team was not an option. Similarly, if a team was created during registration, adding individual participants was not allowed. This update provides greater flexibility and streamlines the registration process.
3. In Team Types, a new option has been added that reads, "If an additional team is added, offer to add participants that have already been entered?". When enabled, this feature streamlines the process for registrants managing multiple teams. For example, if a registrant creates a four-person team and then adds another team on the Participant Summary page, the software will display a dropdown of previously entered participants when prompting for the first participant of the second team. This saves time and simplifies the registration process for users entering multiple teams.
4. In Team Types, a new option has been added called "Ask for a Team Name?". This allows users to not require team names when a registrant is creating a new team. The system will use the generated Team Code internally to assign unique values to teams created without a team name.
5. On Participant records that are part of a team, the Team Type associated with the team the person has joined will now be displayed below the Team Assignment field on the Participant Details tab.

 

NEW STORE CHANGES IN EVENTS:

Store items can now be made category-specific. For example, an event can now sell "26.2 Mile Warrior" t-shirts only to those who register for the marathon category. To use this tool, the Store Settings must have the "Offer Store Products To" field set to Each Participant. Then, in a product, the "Available to These Categories" field will appear; select the categories that are able to purchase the item. This function does not work for giveaways at this time.

 

ADDITIONAL CHANGES:

1. The Active toggle has been removed from Events. To move an event to the Previous Events list, simply set the event's End Date to a past date. 
2. In Events, in the Participants grid, a column has been added called "Payment Plan?". A yes or no value will appear in the column to indicate if the participant is on a payment plan.
3. In the Fundraisers List, only account-level fundraisers will now appear. Individual or Team fundraisers, usually associated with the user profile that is currently logged in, will only appear under the account-level fundriaser they are associated with, as well as under the My Fundraising option on the main green menu bar.

 

Check out our latest blog post for inspiration and practical examples tailored to volunteers, participants, donors and more. Click here to learn more!

 

NEW FUNDRAISER CHANGES:

1. In preparation for adding Wallet Payment options (Apple Pay and GPay), the Donation Form has been reorganized to show contact and address information below the Payment Type fields. The donation amount, recurrence and Cover the Fees fields have been moved to the top of the form, followed by the other optional and custom questions. The form is streamlined and easier than ever for donors to complete quickly!
2. The customized “Cover the Fees” language has been replaced with standard language that includes the processing fee amount for more clarity.
3. Cover the Fees can now be preselected to encourage more donors to cover the processing costs. This can be updated in Fundraisers – Setup – Settings – Payments.
4. The new form looks like this:

  NEW RECRUITMENT CAMPAIGN CHANGES:

1. A standard Text Consent question has been added to Recruitment Campaigns, under Standard Questions. It is defaulted to Not Published. If your account is currently asking for Text Consent in Recruitment Campaigns through a custom question, we recommend turning that off and switching to this new standard question. The response will carry over to the person’s record when the application is accepted and will become a permanent part of the record under the Account Info tab. To sign up for the Text Module, click here.
2. Changes have been made in the Recruitment Campaign Applicant records:
   

                                                              i.      The Application Status and Date fields have been moved to the top right side on the first tab of the applicant record.

                                                             ii.      The General tab has been renamed to Personal Information.

                                                           iii.      The Volunteer Info Subtabs have been made standard tabs in the application, and all tabs now appear on the left side.

                                                           iv.      The Volunteer Info/General tab has been renamed to Attributes.

                                                             v.      The Training tab has been renamed to Certifications.

                                                           vi.      The Other tab has been renamed to Preferences.

                                                         vii.      The Questions tab has been renamed to Custom Questions.

 

PERSON RECORD CHANGES

1. A new Account Info Tab has been added. The following account-specific fields have been moved to this tab: Tags, External ID, Background Check, Text Consent (from standard question in recruitment campaigns), Do Not Solicit, and Alumni/Where (this previously appeared in the Volunteer Info tab).
2. The Volunteer Info Tab has been reorganized to match the new layout of tabs in the Volunteer Applicant records.

 

EVENT DASHBOARD – the Categories grid can now be exported to an image or PDF by clicking the downward pointing arrow by the title.