What's new

Thanking donors automatically now takes one click to start. Under Finance > Campaigns, the Thank-you emails card tells you in plain words whether gifts are being thanked, and with which email. If you have no thank-you email yet, Set up a thank-you email creates a ready-to-use one, chooses it for all gifts and opens it so you can check the wording and turn it on.

A thank-you email's own page now shows where it is used (for all gifts, or for certain campaigns) and whether it is turned on, with a Use for all gifts button. When a gift won't get a thank-you because of a setting, the gift form says why and links straight to the setting.

People filling in your form now see a clear screen when a form cannot be found, has been turned off, or could not load, with a Try again button when it is worth trying. Error messages appear in the language the person picked on the form. Each address can now send 30 submissions per hour to a form, and only successful submissions count toward that.

You can now take a form's answers into Excel or Google Sheets without retyping them. Download spreadsheet, next to Print summary on the form's page, saves every submission in the tab you're viewing (all, pending, approved or denied), across every page, as one file. Tick some submissions first to download just those.

The file has one row per submission and one column per question, with the same wording your form uses. It also shows when each submission came in, its status and, for paid forms, the payment and amount. Dates and numbers are written so the spreadsheet can sort and add them up.

Before you download, you can switch on Hide personal information for a list going to someone outside the program. Names, contact details, addresses, dates of birth and private fields are left out.

Social Security numbers are never included. Downloading is controlled by the same Forms export permission as printing a summary, which you can turn off for any role in Settings. Each download, and each printed summary, now appears in the Activity log.

You can now make a new volunteer shift from one you already have. Choose the copy button next to any shift on the Scheduling page, or on an event's Volunteer shifts card.

The new shift opens ready to check: what volunteers will be doing, what it is for, the place, details, sign-up setting, time choice, background check and activities are already filled in. If the original has already happened, the copy moves to the same day and time next week (or the first week still to come). Shifts that have passed or were cancelled can be copied too.

Need the same shift on more than one day? Choose Add another date to make up to 10 copies in one go, each a week after the one above it by default. Change any date or time before you save.

Sign-ups, chosen times, attendance and hours are never copied, so nobody is added to the new shift or emailed about it. A copy is always a one-time shift, even when the original is part of a weekly schedule.

An email campaign can now go to one or more email lists plus people you pick by name, in one send.

• Add people to a list send. On the Recipients step, choose Use an Email List, pick your lists, then use "Also send to specific people" to search for anyone else who should get it.
• Your lists stay as they are. The extra people are added to this email only. They are not added to the list or to any program, so your records stay accurate.
• Everyone gets it once. If someone is on a list and you also added them, they receive one email.
• Unsubscribes still count. People who unsubscribed or opted out of marketing email are left out, however they were added.
• See who is included. The people you added are shown by name, and the confirmation before sending says how many you added.
• Picked people carry over. If you started with Select Manually and switch to a list, the people you picked stay, shown by name.
• A list is still needed. To send only to people you pick, use Select Manually.

Our plans are now built around the areas of work you use, so you pay for what you need and can add more when you are ready.

• Basic covers your core work: people, services, events, forms, reports, imports, calendar, households, organizations, and fundraising (donors, funds and campaigns), with our free email plan.
• Pro adds Grants (with HumanixOS for Chrome), Ledger, Volunteers, Inventory and Tasks, the QuickBooks connection and the live QuickBooks tab, and an email plan and a texting plan included at no extra charge.
• Premium adds custom roles and larger included email and texting plans.
• Add one area at a time on Basic. Need only Grants or Volunteers? Add it from Plan and billing, and remove it whenever you like. Removing one never deletes anything: what you made there stays, and you can still view and export it.
• More user accounts on Pro and Premium. Add extra accounts from Plan and billing as your team grows.
• Discount codes. If you have a code, enter it at checkout. During a sale, enter it under "Have a discount code?" before you continue: one discount applies at a time, so your code is used instead of the sale price. Any discount you have shows on your Plan and billing page.
• Already on Pro or Premium? An email or texting plan you buy adds to what your plan includes. Your plan and usage pages show the one total, for example 20,000 emails a month when Pro's 5,000 is joined by a 15,000 email plan.
• Included texting still needs carrier approval. Your included texting plan costs nothing extra, and we still register your organization with the carriers before any texts can go out.
• Funding partner organizations see no change. If a funding partner provides your HumanixOS account, everything stays exactly as it is.
• Setup and data migration help stay free on every plan.

When several things you asked us for go live at the same time, you now get one email listing all of them instead of one email each. Your notifications work the same way: one notification with the list.

If you turned off one kind of message in your notification settings, for example bug fixes, those items are left out of the list, and you only hear about the rest.

We can also now let you know when something you asked for by email or on a call is done, not only requests sent with the Feedback button.

You can now open any form, even a draft or one that is turned off, exactly as a visitor would see it. Look for Preview in the forms list, the Share menu and the form builder. Nothing is sent from a preview, so you can click through it freely.

Printing a check-in submission used to leave out the person's name, email and phone. Printed forms now show every answer, including answers to questions you later removed and the members of a team registration. Social Security numbers are still never printed in full.

Long forms now finish translating instead of stalling. If a translation fails, the form page tells you and a Translate again button lets you retry in one click.

You can now ask every volunteer to agree to your organization's agreements, such as a confidentiality agreement, a liability waiver or a code of conduct.

• Your own words. Add your agreements under Volunteers > Settings. When you change the text later, choose whether volunteers must agree again or it was only a small wording fix.
• Agree online or on paper. Volunteers read each agreement and agree by typing their name, on the application form or when they sign in. Anyone who prefers can choose to sign a paper copy at the office instead.
• Paper copies on file. See who chose paper, then upload the signed copy to their record. It is kept with their documents.
• Shift sign-ups still work. A volunteer who has not finished their agreements can still sign up. Their place shows "Agreements pending" on the roster until they do.
• Yearly renewal. Agreements can renew every year, with a reminder email before they are due.
• Everyone on the team can see who has agreed, on each volunteer's record and in the volunteers list.

You now decide what a volunteer has to fill in on your application form.

• Optional phone, date of birth and address. Each one has its own Required switch in the application form editor under Volunteers. Name and email are always required.
• Required questions. Any of your own questions can be marked Required, except Yes/No questions. Required questions show a star on the form and volunteers are told what is missing before they submit.
• Nothing changes until you choose. Every detail stays required until you switch it off, so your current form works as it did.
• Forms already open stay correct. If you change a setting while someone is filling in the form, they see the updated form when they submit.

The emails your organization sends — volunteer shift reminders and confirmations, application updates, document requests, registration edit links and payment requests — now end with your organization's name instead of a HumanixOS copyright line.

• Your supporters see you, not us. A volunteer, applicant or registrant who has never heard of HumanixOS no longer sees an unfamiliar company's name at the bottom of your email.
• It reinforces your brand. The footer now matches the lighter, cleaner style already used on your donation receipts, so your logo and colours at the top stay the focus.
• HumanixOS account emails are unchanged in purpose — sign-in, billing and other messages that really come from HumanixOS still say so, now in a lighter footer rather than a heavy black bar.

Your team can now keep more than one task list, such as "Food pantry", "Board prep" or "Volunteer onboarding".

• Your existing tasks: they are all in a list called General, so nothing changes until you add a second list.
• Filtering by list: on the Tasks page, pick a list in the new List filter to see only its tasks, in both the list and the board view. The address in your browser keeps the list, so you can bookmark it or send the link to a colleague.
• All your lists at once: with All lists chosen, set Group by to List to see one section per list, each with its number of tasks. The board and the date view show which list each task is in.
• Dashboard card: the My tasks card can show one list instead of all of them. Pick the list when you add the card, or change it later while customizing your dashboard.
• Adding a task to a list: a new task goes to the list you are looking at, or to the default list. You can move a task to another list from the task itself.
• Managing lists: anyone who uses Tasks can add a list with Manage lists, next to the filters, for example one just for their own work. You can rename or delete the lists you made; people who can assign tasks can rename or delete any list. Deleting a list that still has tasks asks where to move them first, so no task is ever lost. The default list can be renamed but not deleted.

Lists only group tasks: everyone sees the same tasks they did before.

The receipt donors get for an online gift now comes entirely from your organization.

• Your logo and colour. The receipt shows the logo and primary colour from Settings > Branding. No logo yet? Your organization's name appears at the top instead.
• Your details at the bottom. The footer shows your name, address, EIN and email, instead of HumanixOS.
• Replies reach you. When a donor replies to their receipt, the reply goes to your organization's email.
• A message and a signature. On Donors > Campaigns, add a short thank-you message and who signs the receipt, and preview it before saving. The amount, date, EIN, address and tax statement are always included.

The emails volunteers get about their shifts now look and sound like your organization.

• Your logo and color. Shift reminders, confirmations, requests to work a shift, cancellations and change notices show the logo and brand color you set in Settings > Branding. So do the emails asking a volunteer for a document, saying one wasn't accepted, or reminding them that one is about to expire or has expired.
• Your own words. In Volunteers > Settings, under Volunteer shift emails, write your own opening paragraph and sign-off for each shift email. Leave a box empty to keep the standard wording.
• See it before it goes out. A live preview shows the email as volunteers will get it while you type.
• Back to the standard text in one click. Reset to default removes your wording for that email.

The shift details (date, time, place and activity) are always included. Volunteers still get the standard wording in their own language; your text is sent exactly as you write it. Sign-in, password and billing emails are unchanged.

Automations now send exactly the email you designed, once, and at the right time.

• The email you edited is the email that goes out. Blocks you show only to some people are shown only to them, your current logo and colours are used, and the plain-text version always matches the email. It used to keep the original starter wording after you edited it.
• The monthly donor welcome goes out once, on a donor's first monthly gift, not on every payment.
• One thank-you per gift. When a donor's first gift also gets its own thank-you email, the first-time donor welcome skips its thank-you and sends the rest.
• Event emails know the event. Use the event's name, date, time and place in an event registration email; all-day events show no time, and times are in the event's own time zone. A new wait, "Days before the event", sends a reminder before the event starts, and someone whose place or event is cancelled gets no more emails.
• Add everyone on an email list at once, for example to start "We miss you" for your lapsed donors.
• Easier to build. Open a step's email to edit it straight from the automation, and see which other automations send it. A step you add is connected to the one before it. You can now pick any of your emails, however many you have, and "Track opens" and "Track clicks" now do what they say. On a phone, step settings open from the bottom of the screen.

We went through the whole email builder, the way campaigns are sent and the campaign reports, and fixed what was getting in the way of good emails.

Writing and designing

• Greetings never read "Hi ,". Merge tags can have a fallback, such as "Hi {{first_name|friend}}", used when a person has no value. Every merge tag the editor offers is filled when the email goes out. You can also use your organization's phone number, non-private custom fields, and a donor's last gift and giving this year.
• Your branding everywhere. Headers can use your organization's logo and buttons your brand colour. Change either in Settings and your campaigns, templates and automation emails follow, and new templates and starter emails start with them. Emails you already sent keep their logo when you upload a new one.
• Buttons and photos stay inside the card. Your email's content background now sits behind every row, so buttons and pictures no longer look like they float outside it. Each button also has its own row background colour if you want it to stand out.
• New blocks and a link picker. Pick one of your own donation pages, forms or event registrations as a link instead of typing it. There is a Donate button, a Video block and a Goal progress block, and buttons can be larger and bold.
• Five new starter emails, in English, French and Spanish: volunteer recruitment, year-end appeal, welcome, impact report and event reminder.
• Easier on smaller screens. On laptops and tablets the settings open in a side panel, so the email you are designing keeps its full width.

Sending

• Opt-outs are respected everywhere. When someone says on one of your forms that they do not want marketing email, campaigns and automations both skip them.
• Test emails look like the real thing. A test shows exactly what a recipient gets, and you can send one as someone with no first name to check your fallbacks.
• A checklist before you send. The campaign page lists links with no address, pictures with no description, text still in square brackets and a missing mailing address, so you can fix them first.
• Every email has a plain-text version that matches it, and you can set its preview text, which helps it reach the inbox.
• Scheduled sends that cannot go out tell you. If a scheduled campaign fails, the person who scheduled it gets a notification saying why. When you schedule a campaign with more recipients than your plan has left this month, you are told straight away.

Reports you can trust

• Rates are recalculated the same way everywhere. The results page and your list of campaigns show the share of people who received the email and then opened it or clicked. A campaign everyone opened shows 100%, and no rate can go above 100%.
• Opens that were not a person are left out. Some email apps open every message for privacy reasons, and email security tools click every link to check it. These no longer count, and the open rate is labelled approximate.
• People you could not email are shown apart. Someone who had already unsubscribed or opted out is listed as "Not sent" with the reason, instead of counting as an unsubscribe from this campaign.
• Every link is listed, including links nobody clicked, and you can download the link report and who clicked as spreadsheets if you can export people's records.
• The chart covers the first week after sending, in your own time zone.
• Links with special characters work. Some donation and form links with codes in them opened the wrong page after someone clicked; they now open correctly, and "Call us" links typed with a capital letter work too.
• The unsubscribe line is in your organization's language, and the plain-text version of each email has its own unsubscribe link.

Connecting PayPal in Settings > Connected apps now records the PayPal account your donations are paid into, so the PayPal button appears on your donation page straight away. Before this fix, PayPal asked you to "Confirm account" and then said it could not tell which account to pay.

• If you connected PayPal before today and still see "Confirm your PayPal account", disconnect PayPal and connect it again once.
• If PayPal still can't share your account, you'll now see a message asking you to contact HumanixOS support, rather than being told to reconnect.

Every organization's campaign and automation email now has a sender reputation, so one sender with a messy list can't hurt delivery for everyone else.

• See where you stand. Settings → Email shows your sender reputation under "Emails this month": Good, New sender, Poor or Bad, with today's limit and how much of it is used.
• Good senders have no daily limit. Most organizations are already Good and won't notice a thing.
• New senders start at 250 emails a day. The limit lifts on its own after your first 500 emails, as long as few of them bounce or are marked as spam.
• Too many bounces or spam complaints lower the limit. The page says which one, what the line is, and what to do: remove addresses that bounced and only email people who asked to hear from you. The limit lifts on its own as your numbers recover.
• Nothing is half sent. A campaign that doesn't fit in today's limit doesn't start, and tells you when you can send again. Automation emails over the limit wait for the next day instead of being skipped.
• Gift thank-you emails are never held by the daily limit. Donors are thanked whatever your sender reputation is. They still count toward the day's total.
• Password resets, receipts and other account emails are never limited.

Your organization's logo now appears larger and more consistently on public forms, check-in pages, donation pages, printed forms and the emails your supporters receive.

• Medium is bigger. Forms that never picked a size get the new, larger Medium automatically.
• Square and wide logos both fit. Square logos are no longer tiny, and wide logos stay inside the screen on a phone.
• Donation pages show your whole logo instead of cropping it into a small circle.
• Printouts and emails follow the logo size you choose in Settings > Branding. Emails also use your organization's name as the logo's description.
• The Branding preview now shows your logo at its real size, so you can see what each size looks like before you save.

Group registration forms can now ask questions that only the people in the group answer, without asking the person registering the group.

• In the form builder's Options tab, open the Group registration section and choose Add a question for each person. Pick the answer type (text, number, yes/no, date, a dropdown or a list of choices) and whether it's required.
• Each person answers on their own card, and their answer is saved on their own registration, so it shows on the event's roster like any other event question.
• If your form has no questions yet, the section now explains your two options: add a question to the form to ask everyone, or add one here for the group only.

Group registration (formerly team registration) now fits more than sports teams, and can ask every person in the group your own questions.

• Your own words. The form now says "Your group" and "Add a person" by default, and you can rename it per form, for example "Your team" and "Runner", or "Your family" and "Family member". Your wording is translated with the rest of the form.
• Pick from the questions already on your form. In the form builder's Options tab, the Group registration section lists your event questions (like T-shirt size or dietary needs) and your person fields. Tick the ones each person should answer, and mark any as required.
• Answers land in the right place. Event answers are saved on each person's own registration, so they show on the roster like everyone else's. Person field answers are saved when a new person is added for them.
• See it before you publish. The Style & Preview tab now shows the group section, with the person cards and the questions you picked.
• Dates of birth in the group section can now be typed or picked from a calendar.

Events can now be all day. Turn on All day when you create or edit an event and choose its first and last day: a one-day food drive or a three-day conference. An all-day event shows as its dates, with no times, on the event page, the events list, the calendar (on every day it runs), the check-in page and registration forms. It goes to connected Google and Microsoft calendars as a real all-day entry instead of "12:00 AM – 11:59 PM", and event templates and repeating events can be all day too.

Every date field now uses the same date picker. Instead of your browser's built-in date box, which looked different on every browser and phone, every date in HumanixOS, including the dates on your public forms, works the same way: type the date straight in, or open the calendar beside it. Typing follows your language's order (12/31/2026 in English), adds the slashes for you, and keeps anything it can't read on screen, marked, so you can fix it rather than losing it. The calendar shows dates in your language and format, has month and year menus so a birth date decades ago is two clicks away, and fits on a phone screen. On a public form, the calendar follows the language the person chose for the form.

An event's registration form now shows the event's name and date at the top. It always shows the event as it is now: rename or reschedule the event and its registration form follows, with nothing to update on the form. Forms you already have get this too, and your form's own title stays exactly as you wrote it.

People who have already registered can now change their registration instead of registering a second time. On the registration form they choose Already registered? Change your registration and type the email address they registered with. We email them a link that works once, for an hour. It opens the form with their answers filled in, and saving updates their existing registration, so you never get a duplicate attendee.

A few things stay as they were, to keep your records safe:

• Their name, contact details and anything saved to their record can't be changed through the link. They can contact you for that.
• They can change their time slot when the event has them, as long as the new time has room. On a paid registration the time slot can't be changed online.
• The page never says whether an email address is registered, so it can't be used to find out who signed up.

Each change appears in your Activity log.

If the carriers refuse your text messaging registration, the setup page now says so plainly and shows their reason, instead of still reading "Approval pending".

When the refusal is one the carriers will look at again, a Fix and resubmit button lets you correct your organization's details, such as adding your website, and send the registration back for review without contacting us. You can resubmit twice from the app; after that, or for a refusal the carriers won't reopen, contact support and we'll take it from there. Nothing is charged until your registration is approved.

Setup now also tells you up front that the carriers look for a website, or a public page that clearly shows your organization, and warns you if you leave it blank, since most registrations without one are refused.

Event registration forms can now take a whole team at once, for a 5K team, a youth league side or a group from one company.

Turn on Team members in a registration form's settings, choose what you need for each member (first name is always asked; last name, email, phone, date of birth and year of birth are optional), and set the smallest and largest team you accept. The team captain fills in the form for themselves and adds a card for each teammate, on a phone or a computer.

Every team member becomes their own person in your records and their own registration. If someone is already on file and their details match, they're linked to that record; otherwise they're added. On the event roster the team is shown together under the captain, and each member is checked in on their own and counts as served.

If the whole team doesn't fit in the event, the whole team goes on the waitlist together, so a team is never split. A team section can't be combined with a registration fee yet.

HumanixOS now has Tasks, a shared to-do list for your team, under Tools in the sidebar.

• Assign work. Give a task a title, a due date and a priority, and assign it to a teammate. They get a notification.
• See what's due. Your tasks are grouped into Overdue, Today, This week and Later. Switch to the board to drag tasks from To do to In progress to Done.
• Repeat routine chores. Set a task to repeat daily, weekly or monthly. When you finish it, the next one appears with its new due date.
• Stay on top of it. A "My tasks" card on your dashboard lets you add a task and tick tasks off without leaving the home page. When something is due or overdue, you get a notification and a short morning email. The email only says how many tasks you have, never what they are, and you can turn it off in your notification settings.

Who can do what is set in Roles and permissions. By default everyone works their own tasks, and admins can assign tasks to anyone and see the whole team's list. Tasks is on for every organization and can be turned off in Settings > Modules.

Grant tasks on your grants work exactly as before.

We reviewed every page for accessibility and fixed what we found.

• Keyboard: everything you can click now works from the keyboard too. That includes form and grant cards, dashboard tiles, table column sorting and filtering, and the email builder, where blocks can now be moved up and down without dragging.
• Screen readers:
  • Form fields across the app, public forms and donation pages are connected to their labels.
  • Errors are announced when they appear.
  • Icon buttons, charts and loading indicators now have names screen readers read out.
• Visibility: input borders, toggles and chart colours have stronger contrast, and actions that appeared only on hover now also appear when you tab to them.
• Public pages: they have clearer page titles and structure. The two-factor sign-in code boxes are labelled.

You can now delete a campaign from the Campaigns page. A campaign that has gifts, pledges or recurring gifts can't be deleted, so its giving history stays intact: mark it Completed or Cancelled instead. A campaign's end date can no longer be set before its start date.

Editing a gift of goods now shows what was donated. Before, the description field opened empty, and saving the edit erased it.

An inactive fund can no longer be made the default fund, and the default fund can't be made inactive until another fund is the default, so new campaigns are never linked to a fund you have retired.

Cancelling an event, or reopening a cancelled one, could quietly change settings you never touched: the time zone went back to UTC, an online or hybrid event became in person, the number of guests each person may bring went back to none, and a public event stopped being public. These settings now stay exactly as you left them.

Saving an event as a template now also keeps the event's tags, so every event you create from that template starts with the same tags.

The search box on All Donations now works. Type a donor's name, a campaign or fund, a check number, or words from a gift's notes or in-kind description, and the list narrows to the gifts that match.

Gifts from organizations and households you added in HumanixOS also show the donor's name again, where they used to say "Unknown".

A donor's page now shows the donor's full name, status and type on a line of their own, so long names and both badges are no longer cut off, on a phone or on a wide screen.

The search boxes on the Donors list and All Donations keep a readable width at every screen size, including when "Clear filters" appears beside the filters.

Clicking Create Donor without a name now says that a name is needed, under the name field, instead of doing nothing.

When a search or filter on the Donors list matches no one, the list says so and offers to clear the filters, instead of suggesting you add your first donor.

A dropdown or multiple-choice question saved to people's records now keeps its choices exactly as you wrote them. Before, a question with Red, Green and Blue could show up on a person's record as "red", "green" and "blue".

A few other improvements to forms:

• Opening a draft form no longer changes its "Last edited" date. Only an actual change does.
• When you review a submission, the answers are listed in the order your form asks them.
• The forms list can now be filtered to event registration, check-in and survey forms.
• A new form's starting name uses your organization's own word for the people you serve.

When the same person filled in a form twice, the review screen for the second submission could say approving would add a new person, and then approving updated the person already on file instead, replacing their answers.

The review screen now checks at the moment you open it. If approving will update someone, it names them and the button says Approve & Update. If that changes while the screen is open, approving stops and shows you the new outcome instead of going ahead.

Approving a form submission now also appears in the Activity log, under the name of the person who approved it.

• A funder website typed without "https://" (like example.org) now opens the funder's site. Before, "Visit Funder Website" could lead back into HumanixOS instead.
• A grant's timeline now shows stage changes with their real names, such as "Stage changed to Under Review", in your language.
• Deleting a grant document now asks you to confirm first.
• An opportunity's maximum amount can no longer be lower than its minimum.
• Submitting an empty grant report now tells you what to add before it can be submitted.

A few grant figures now read the way you would expect:

• New grants get their stage's probability. When you leave Probability blank on a new grant, it is set from the grant's stage (for example 60% for Proposal Submitted), instead of 0%. A probability you type yourself is kept.
• Weighted Pipeline counts grants still in progress. Awarded, rejected and closed grants are no longer added to it.
• Compliance Rate counts each requirement against its own report. A requirement that is past due with no report now lowers the rate, even if a different report was submitted on time, and Overdue counts only requirements still waiting on their report.

Grants created earlier with a probability of 0% keep it; open the grant to set the probability you want.

Exporting the ledger to CSV or Excel now writes each column the way you see it on screen. The QuickBooks column says whether an entry was sent instead of showing raw technical text, the Function column carries the whole program / management / fundraising split (including a split taken from the category, or "Not allocated"), and the receipt count has its own "Receipts" heading.

Importing a simple ledger, with columns like Date, Type, Payee, Description, Amount, Category and Method, could be read as donations instead of transactions. Every row then asked for a transaction date even though the file had one, while the mapping step said every column was matched.

Ledger files now map to transactions, gift spreadsheets still map to donors and gifts, and the mapping step tells you plainly when a required column is still missing.

On a long ledger, rows added with Add used to land below every entry, so you had to scroll through the whole ledger to reach them. New rows now appear at the top, ready to type in, and the count under the table no longer counts them as loaded entries.

A few smaller ledger fixes:

• Financials now says to reconnect QuickBooks when the connection needs re-authorising, instead of asking you to connect it again.
• Pressing Escape in a transaction's details now asks before throwing away a function split you have not saved.
• The Export CSV button on the Summary tab is no longer cut off on a phone.
• A date that does not exist, such as February 31, is now refused with a clear message instead of an error.

If you track more than about 200 organizations, the Organizations page stopped showing how many people belong to each one: every card lost its count, the Org Members total read 0, and sorting by Most People did nothing. The counts are back, however many organizations you have.

Two actions now ask before they happen. Cancel event shows a confirmation, with an optional reason for the cancellation. Removing a program from an organization's page says how many records it deletes and waits for you to confirm.

The roster on an event now labels people with your organization's own word for them, and an organization's linked programs show their status in your language.

When a change typed into the People list could not be saved, such as an email address that isn't valid, the cell kept showing what you typed even though the record still held the old value. The only sign was a small "1 failed" badge. Now the cell goes back to the saved value right away, and a message tells you why the change wasn't saved.

A person's activity history also lists edited fields by the names you see on the record, in your language, instead of internal column names.

On a program you created yourself, sorting a Whole number, Decimal or Currency column put 10 before 9, because the values were sorted as text. They now sort as numbers, and these fields also offer totals among the suggested dashboard widgets.

A few related fixes in program settings and the programs list:

• Turning on class sessions or private notes right after editing the description no longer switches itself back off.
• After you delete a program, the totals at the top of the programs list update straight away instead of after a reload.
• Adding new choices to a program's dropdown field during an import now works on programs created in HumanixOS too.

The QR scanner on an event's check-in page and on the volunteer shift kiosk could not open the camera, and showed a camera error instead of the live view. Both scanners now open the camera once you allow it in your browser, so you can check people in by scanning their QR code.

When you created a report from a long list of people or program entries, some of its charts only counted the first rows loaded on screen. A report of 245 people could show a contact chart that added up to 100.

Saved reports now chart every person or entry they include. While you build a report, the charts still preview the rows on screen, and a note tells you when the saved report will count more.

Also fixed:

• Clearing a report's summary and saving now removes the summary.
• The messages you see while a report is being created now appear in your language and use your organization's own words, and the "is generating" message closes once the report is ready.

A report's PDF and Excel exports now include every chart you see on the report. Breakdowns with many rows, such as Top Cities and By State, are shown on the report as a list, and they used to be left out of both files. They now appear in the PDF as a list of names and counts, and in the Excel file's Charts sheet as rows.

Charts you added yourself, and the charts on a people report, are now in the exports too, worked out from the same data the report shows. If you choose to leave out personal information when exporting, the charts leave it out as well.

You can now export a program's list as an Excel workbook or a PDF, as well as a CSV. Open More on the program's page and pick the format you want under Export.

• Excel (.xlsx) opens straight in Excel with no import step. The header row stays in place as you scroll, each column has a filter, and numbers and dates are real numbers and dates you can sort and add up.
• PDF is a tidy, read-only document to share with a board member or funder: the program's name, your organization, the date it was made, how many entries it holds, and a table that keeps its column headings and page numbers on every page. Dates read the way they do in your language. A list too wide for one page carries on across the following pages, so no column is left out.
• CSV keeps the same layout as before.

Every format now holds every entry in the list, with your filters, search and sorting applied, not just the entries you have scrolled to. A long list takes a moment to gather, and the export shows its progress while it does. Choices from a list read as their names (several choices are separated by commas, in the CSV too), an attached file reads as its file name, and a person's organizations are included by name.

A PDF can hold up to 5,000 entries; for a longer list, filter it first or choose Excel or CSV. An export holds up to 50,000 entries. A few characters, such as emoji or letters from some alphabets, cannot be shown in a PDF; they are replaced, and the PDF says so. Excel and CSV keep every character.

Programs that track class attendance can export their attendance in the same three formats from the Attendance page.

If you belong to more than one organization, coming back to HumanixOS from a payment page, from connecting another app, or from a link in an email could quietly switch you to a different organization. Finishing a texting plan purchase, for example, could show an error and leave the setup stuck on its first step, even though your card had been saved.

You now come back to the organization you were working in.

The built-in email automation templates now come with their emails already written. When you start from a template, each email in the series is created for you as a draft you can read and edit in the email builder, so the automation is ready to switch on after a quick review.

There are seven templates: a welcome series, a thank-you for each gift, a welcome for first-time donors that also lets your team know, a welcome for monthly donors, an event registration series, a "we miss you" series that stops on its own when the person gives again, and a form intake that alerts your team and lets the person know their form arrived.

Templates, their emails and their descriptions now appear in your language, and the number of emails and how long each series runs are always accurate.

You can also preview any email step as it would reach a particular client, with their details filled in, before you switch the automation on. Nothing is sent when you preview.

Services have a new field type, Checklist. Use it for anything that is a list of items you tick off, like a child's holiday wish list, a supply list or the documents a family has brought in.

Add a Checklist as a family member field or as one of the service's own fields. Each family member or entry then gets its own list: type an item and press Enter, or paste a whole list at once and each line becomes an item. Tick items off as they are covered, rename them or remove them.

In the service table a checklist shows how much is done, for example "12 of 40 checked off", and opens the list when you edit the cell. The printed family sheet lists every item with a box, ticked where it is covered, so a sponsor can see at a glance what is still needed and nothing gets bought twice. Exports show the list as text, with [x] for a checked item and [ ] for one that is not.

Building an email automation is smoother:

• Steps you drag onto the canvas land where you drop them, and steps you click to add go neatly below the one you are working on instead of piling up in one spot. You can also add steps with the keyboard.
• Undo now undoes one change at a time: a whole edit to a field, a move, or a deleted step.
• Save only says your work is saved once it really is. If saving fails, the automation stays marked as unsaved so nothing is lost.
• Switching to the Enrollments or Analytics tab no longer throws away changes you have not saved yet.
• When a step checks or updates a client field, you now pick the field by name from a list, and dropdown or yes/no fields offer their choices.
• You can duplicate an automation from its menu. The copy starts as a draft.
• The Enrollments tab can show everyone, not just the newest 20, and Analytics is fully translated.

A service can now keep private notes on each entry: a safe place for restricted details such as health, legal or safety information about a family.

Turn them on in the service's settings with the Private notes switch. Each entry's page then has a Private notes section, and the service table gets a read-only Private notes column.

Only people whose role allows it can see private notes. Owners and admins can by default. Members and managers cannot until an admin turns on Private notes in that role's permissions. To change the notes, a person also needs to be able to edit the service's records.

Private notes are never printed on family sheets and never sent to AI features, such as report summaries. They only appear in a table download for someone who can see them. Turning the switch off hides the notes but does not delete them.

If your organization uses QuickBooks Online, Finance now has a QuickBooks page. It lists every transaction in your QuickBooks books for the dates you choose (this fiscal year to date to start), read straight from QuickBooks: date, type, number, payee, account, class, amount and memo. You can sort, filter and search the list, and open any transaction in QuickBooks with one click.

Expenses, deposits and bills can be corrected right there. For a transaction with one line you can change its date, payee, memo, account, class and amount; for one with several lines, its date, memo and class. You can also void one. Changes are saved straight to QuickBooks. If someone changed the same transaction in QuickBooks after you opened the page, you are asked to reload instead of overwriting their change.

Some transactions stay read-only here: payroll, bill payments, transfers, journal entries, invoices and other types, anything reconciled, anything dated in a closed period, and entries sent from your HumanixOS ledger, which you keep editing in the ledger. New entries are still recorded in the ledger; the Record an entry button takes you there.

Anyone who can see Finance can view the page. Changing QuickBooks needs the new Edit QuickBooks transactions permission, which admins have by default and which you can give to other roles in their permissions. The ledger's totals now say Recorded in HumanixOS, so they are not mistaken for your full books.

You can now set a reorder point on any inventory item, or on each size or color of an item with variants. Open the item and set the number in the stock section. When the stock on hand drops to that number or below, the item shows as running low.

To see everything that is running low, choose Running low in the stock filter on the inventory page. From that list you can put one item, or all of them, on a new purchase order with the quantities filled in for you to adjust. Nothing is sent to anyone; the list is there when you want it.

Purchase orders now name the exact variant you are ordering, picked from the item's own list, and you can add a new size or color right on the order. When the goods arrive, each received line is matched to the order line it was received against, so the purchase order shows what is still outstanding for each variant, and notes when something arrived as a different variant than the one ordered.

Creating or editing a donation page now opens a full page instead of a long pop-up window. The settings are grouped under plain headings (Basics, Gift amounts, Where the money goes, Look, After someone gives), and a live preview beside them shows how donors will see the card as you make changes.

Gift amounts are now buttons you add and remove one at a time, instead of a list typed with commas. The web address fills in from the page name, and you only change it if you want to.

Choosing a color is easier: your brand color is picked by default, and you can choose from a set of colors that keep the donate button easy to read, or pick any color you like. The logo works the same way, and you can now add a logo while creating a page instead of afterwards.

Donors, Volunteers, Funds and Campaigns are no longer marked as Beta.

A form's page no longer shows a scrollbar under its top bar when the form has a long name. The name now shortens to fit, and you can hover over it to see it in full.

The form's type, its service or event, and its tags now sit on their own line just below the top bar, so they're always visible. Forms for an event now show which event they belong to, just like on the forms list.

To make room, Activate, Deactivate and Delete have moved into the "More actions" menu (the three dots next to Edit Form).

The first screen of a new form now has the same top bar as the rest of HumanixOS, and it stays in place as you scroll.

You can now void any volunteer hours on the Hours page, including hours that came from a scheduled shift. This helps when a volunteer cancels at the last minute, a shift was recorded twice, or the hours shouldn't count for any other reason.

Voiding a shift's hours leaves the shift and its attendance exactly as they are. The hours stop counting in totals, reports and the volunteer's portal, and they stay voided even if someone later checks the volunteer in or out on the schedule. Click Restore to count them again.

Before anything is voided, you're now asked to confirm, so a stray click can't remove hours.

If the volunteer didn't come at all, marking a no-show on the schedule is still the best record. Hours removed that way show "Removed by a no-show" and come back when you clear the no-show.

We went through every page and popup in HumanixOS on phones and tablets and fixed what got in the way.

• Pages no longer slide sideways on a phone. Person and donor pages, donation lists, forms, programs and reports now fit the screen, and wide tables scroll inside their own box instead of cutting off columns.
• The page title at the top is readable on a phone, and the buttons along the top of a page now wrap onto a second line instead of disappearing off the edge of the screen.
• Typing into a field on an iPhone no longer zooms the page in.
• Buttons are bigger on touch screens, so they are easier to tap.
• Scrolling a list with your finger no longer picks up the item under it by accident. To drag something on a touch screen, press and hold it first.
• The email designer and the form builder stack their panels on a phone, so you can see what you are building.
• Confirmation popups and dropdown panels fit the screen and scroll inside themselves, and on Android the keyboard no longer hides a popup's buttons.

The AI summary on a client report is now written the way your organization would describe the people it serves: "we serve 48 people across Rhode Island", not "the data shows 48 clients". It no longer comments on your records or hands you recommendations, so you can drop it straight into a board packet or a grant report, the same way the service and event report summaries already read.

The grants content library now keeps what you actually reuse: answers to the questions funders ask.

A content block is now just a Question, an Answer and Tags. Write the question the way funders ask it ("Describe the population you serve"), paste your answer, and add a few tags such as "mission", "youth" or "2026". Tags you have used before are suggested as you type. You no longer have to pick a name, a description, a section type and a category before you can save.

On the library page:

• Each card shows the question, the start of the answer and its tags, with buttons to copy the answer and to edit it.
• Search looks through the questions, the answers and the tags.
• Filter the library by tag, or click a tag on a card to see every block that has it.
• The answer's character and word count shows on the card and while you write, so you can check it against a funder's limits.
• You can delete a block from its Edit window.

Your existing blocks keep everything they had. An old description shows as a note under the answer when you edit the block, and you can clear it. When you import grant content from a spreadsheet, a Question column and an Answer column are all you need.

In the form builder, you can now drag any field or question type from the panel on the left and drop it exactly where it belongs in your form: above or below another field, beside a field to share its row, or onto an empty form to start it off.

While you drag, a line shows where the field will land, the same line you see when moving a field that is already on the form. Letting go anywhere outside the form, or pressing Escape, adds nothing. A question you drop in opens its settings straight away so you can type its label.

Clicking a field still adds it to the end of the form, just as before. On a tablet, press and hold a field to drag it; swiping the panel still scrolls.

On a service that serves families, adding a person with "Add someone not on file" now adds exactly one person for every family. Before, a family that signed up through a form could gain an extra person, because the head of the family was added along with the person you typed in.

The counts now have names that match what they count:

• People is the household size you entered for the family.
• On file (on the household's own page) counts the people in the family who have their own record. Adding someone "not on file" to a service doesn't change it.
• Listed (on the service, the family sheet and service reports) counts the people named for that service, including anyone you added who isn't on file.

On the service page, the households list and a household's own page, hover over the small info icon next to a count to see what it counts.

Find duplicates on your people list now finishes in a few seconds, even for organizations with tens of thousands of records. Before, organizations with a few thousand people could wait more than a minute and then get an error instead of results.

The same pairs are found as before, and pairs you marked as not duplicates stay hidden.

Values that many people share, like a placeholder email or your office address, no longer stop the scan. They are set aside when looking for pairs, and the results say so.

Your secondary brand color no longer colors the description on public forms and check-in forms. A light or pale secondary color could make that text hard to read, so descriptions and help text now always use the form's own readable text color.

The form builder's Style preview now shows the same text and border colors your visitors see. Your secondary color stays saved with your branding and is offered as a quick pick in the email builder, but it is never used for text.

Opportunities and Pipeline are now one board. Grants → Opportunities shows your leads (New, Reviewing, Qualified) and then every grant stage, from Prospect to Awarded, on a single board. Drag a qualified lead into a grant stage to make it a grant: the Promote form opens with that stage already chosen. The new grant takes the lead's place on the board, and the grant's page links back to the opportunity it came from. Use the filter to show everything, leads only or grants only, and the Show disqualified switch to bring back leads you set aside. Old links to the Pipeline page now open this board showing your grants.

Research has its own page. Choose Research on the Opportunities board to search for grants with AI on a full page instead of a small window. Your results stay put while you open a funder's site in another tab or step back to the board. Tick the results you want, or choose Select all found, and add them all at once with Add selected as opportunities. Each one then shows as Added, with a link to it.

No more repeats. Research now leaves out grants and opportunities you already have, and tells you how many it left out, with a switch to see them. A different program from a funder you already work with still shows.

Links on almost every result. Research now finds a link for nearly every lead. When a program's own page can't be used, it links to the funder's grants page instead and says so, and when a funder's site wouldn't let us check the link, the link is still shown with a short note.

You can now import a Word document (.docx). Each table in the document becomes its own sheet that you can pick from, an intake form laid out as labels and answers becomes one row, and a document with several forms becomes one row per form. If the document has no table, you will be asked to put the data in a table or save it as a spreadsheet first.

Year-end financial statements can now be brought into your ledger. A statement with title rows, section headings, line items and totals, whether it is a spreadsheet or a Word document, is turned into one table: each line with an amount becomes a ledger entry, its section becomes the category, and income or expense comes from the section. Totals and lines with no amount are left out, and lines without a date of their own get a date you choose.

Spreadsheets with more complicated layouts are now easier to import too: header rows stacked two or three deep, the same header repeated for each week or site, records laid out sideways, and merged cells. The import shows what it found next to your file, and you can use the restructured table, adjust it, or keep the file as it is. Nothing changes until you choose.

You can download the converted table as an Excel file to check or fix it. PDF files and older .doc files can't be imported: open them and save them as .docx or .xlsx first.

You no longer have to print a form's submissions one at a time. Print summary, on the form's page, prints every submission in the tab you're viewing (all, pending, approved or denied), across every page, in one go. Tick some submissions first to print just those.

The summary starts with each question's results: how many people chose each option, with a simple bar, the lowest, highest and average of number answers, the earliest and latest dates, and the written answers. Every question shows how many people answered it and how many skipped it. After that comes a table with one row per submission.

When you print, you can:

• Hide personal information, for a summary going to a board meeting or a funder. Names, contact details, addresses and private fields are left off, and the counts still print.
• Include a full copy of each submission, which adds each filled-out form after the summary, each one starting on a new page.

Social Security numbers and payment card details are never printed. Printing a summary is controlled by the Forms export permission, which you can turn off for any role in Settings.

Some services reach people you never take names for, like a walk-up meal or a drop-in hour. You can now record them in one step: open the service and choose Record anonymous, enter how many people you served, the date, and any service details that applied to everyone.

Each person counts as a person served and as a service entry, so the number shows up in the service's totals, in your reports, and for your funding partners. No one is added to your people list, and anonymous entries never show up when you check for duplicates.

Anonymous entries appear in the service's table as "Anonymous", where you can edit or remove them like any other entry.

When you send us an idea or report a bug with the Feedback button, we now tell you when it's done. Once the change is live in HumanixOS, you get an email, in your language, quoting what you sent us. If you use HumanixOS as part of an organization's team, you also see it in your notifications, and you can turn these messages off in your notification settings.

If several people asked for the same thing, everyone who asked hears about it.

Every entry on a service now has a page of its own. Open it from the service table, from a person's page or from a household's page to see everything recorded about that delivery in one place: who was served, the date, the notes, every field value, who recorded it and, for a family, everyone listed. You can edit it right there, and the link is one you can send to a colleague.

A household's entry page has a Print family sheet button that prints that one family's sheet, so you no longer have to print the whole stack to hand one sponsor their page.

The print dialog also lets you choose what goes on the sheet: turn the contact details, notes and roster on or off, pick which member details print and in what order, and add the service's own fields. Anyone who can edit the service can save the choice as its default. "Hide personal information" still works on top of whatever you choose, and client IDs and Social Security numbers never print.

When you create a new service, the fields you record for each delivery and the fields you record for each family member are now set up the same way. Type the field's name, choose its type, and select Add field. Your fields show above the add row, and you can move them up or down to set the order your staff will see.

Choosing Dropdown or Multi-select opens a box for the choices straight away, and the page tells you if a dropdown still needs a choice before you save. Field types are now shown in French and Spanish too.

The same editor is used when you create or edit a service template. If you have added family member fields and leave the page before saving, you are now asked first, so they are not lost.

A service's settings now use the same field editor as the new service page. Every field is listed with its name and type, ready to change, so you can rename a field, change its type, add or reorder choices, and move fields up or down without opening each one. Add new fields in the row below the list, including File fields, where you choose which files are accepted.

Changes are now saved together when you select Save fields. If a change would remove a field that already holds answers, or change its type, you see one message listing every field affected and how many records hold a value before anything is saved. Renaming a field keeps all of its answers. If you close the settings with changes you have not saved, you are asked first.

Edit in the services list now opens the same settings, so a service is edited one way wherever you start.

Each time you record that you served someone, that visit used to appear as its own item on the calendar. A busy program could add hundreds a week, and your events and deadlines got lost among them.

Your calendar now shows only what is scheduled: events, grant dates, scheduled email sends and staff dates. Events still show as events, including events where attendance is recorded as service.

Calendar subscription links no longer list service visits either, so the names of people you serve, and any notes about their visits, no longer reach personal calendar apps. The option has been removed from the calendar feed settings.

Your service records are unchanged. You can still find them on each service's page and in your reports.

You can now send a text to one of your contacts straight from SMS > Contacts. Choose the message icon next to a contact with a phone number, write your message or pick a template, and attach a picture if you like.

The usual rules apply: texts only go to contacts who agreed to receive them, and a picture text counts as 3 texts from your monthly allowance. If a text can't be sent, the window tells you why, for example that the contact opted out or hasn't agreed to texts yet.

Texts to contacts now show the contact's name in Settings, under Messages, along with any picture that was sent.

Setting up text messaging no longer asks you to describe how you'll use it. We now describe your texts to the mobile carriers with a standard description (appointment reminders, distribution notices and program updates to people who opted in, plus fundraising updates for a verified 501(c)(3) that qualifies as a charity), with your organization's name in it. Your public texting terms page shows the description that was filed.

You no longer have to open each volunteer's record to ask for a document. On the Volunteers page, tick the volunteers you want and choose Request document, or ask everyone who doesn't have a valid one yet, for example every active volunteer without a current food handler card.

Before anything is sent, you'll see how many volunteers will be asked. Volunteers who already have a valid one, or who were already asked, are left out. Each volunteer gets an email and sees the request in the volunteer portal, just like a single request.

Volunteers are now also reminded by email when a document they handed in is about to expire: once 30 days before its valid-until date, and once when it has expired, so they can upload a new one in time. Each reminder is sent only once.

Popup windows across HumanixOS are wider and sized consistently, so fields have room, names and email addresses are no longer cut off, and longer forms need less scrolling.

Quick questions stay small, everyday forms get more room, and long forms, editors and lists open wider. On a phone, every popup now fills the screen with a small margin on each side and scrolls inside itself, so its buttons are always within reach.

Yes or No questions on your public forms now show two choices, Yes and No, instead of a single checkbox.

Before, a required Yes or No question could only be answered by ticking the box, so someone whose honest answer was No could not submit the form. Now required means they picked one of the two, and No is saved as No. On optional questions, you can now tell a No apart from a question someone skipped.

This applies everywhere your forms appear, including family member details, forms embedded on your website, and printed forms, and the Yes and No labels show in the form's language.

New free trials of HumanixOS now last 14 days. You still get full access to every feature during the trial, and there is still no credit card required to start.

• Already on a trial? Nothing changes for you. If your organization started its free trial before this change, you keep the 30 or 60 days you signed up for. Your countdown, your billing page and our reminder emails all show your own trial's length.
• No more inactivity cutoff. A trial used to end early if no one on your team used HumanixOS for 10 days. That rule is gone for every trial, including ones already running: your trial now lasts its full length, however often you log in.
• Reminders that fit the shorter trial. On a 14-day trial we remind you one week before it ends, the day before, and when it ends. You won't get a reminder on the day you start.
• Subscribing early still costs nothing extra. If you choose a plan during your trial, your first charge still waits until your own trial is over, unless you choose to start billing right away.

If some of your roles only see the services you pick for them, a new service used to stay hidden from those roles until someone remembered to add it to each role's list in Roles and permissions.

Owners and super admins now get a "Who can see this service" section on the New service page. It lists the roles that are limited to chosen services; tick the ones that should see this service (or use Select all), and they will see it as soon as it is created. Roles that are not limited, owners and super admins always see every service, as before. The role's list in Roles and permissions shows the new service too.

Adding a donor and recording a gift now each open a full page instead of a pop-up window, with room for everything you need to enter.

Record a gift for someone new, all in one place. If the giver isn't in HumanixOS yet, choose Add new and fill them in right on the page: a person, an organization, or a household with all of its members. Save them, and they're chosen as the giver while the gift you started stays filled in.

Work through a stack of gifts faster. Save and add another records the gift and keeps the same giver and date ready for the next one. Recording a gift from a donor's page or a household's page starts with that giver already chosen, and takes you back there when you're done.

Amounts read as money. The amount box now starts empty and shows a dollar sign, so typing 500 gives you $500.00 instead of 0500. You can also enter cents, like 25.50.

Room for names when adding household members. Each member's name now has enough room to read, and a long name wraps onto a second line instead of being cut off.

Delete a donor added by mistake. If you created a donor by accident and already recorded a gift for them, you can now delete the donor and that gift together. HumanixOS shows exactly how many donations and pledges will go and asks you to confirm. Donors with a recurring gift still can't be deleted, because the gift may be tied to a card or PayPal subscription. To keep a donor's history, set their status to Lapsed or Deceased instead.

You can now make a new event from one you already have. Choose Duplicate on an event's page, or the copy button next to any event in the list.

The new event opens ready to check: the description, place, capacity, settings, time slots and tags are already filled in. If the original has already happened, the copy moves to the same day and time next week (or the first week still to come), so you only need to adjust what changed.

Its questions, reminders and registration, check-in and survey forms come along too, and you can untick any of them. Copied forms start as drafts, so nothing goes live until you review and publish them. Registrations, check-ins and attendance are never copied.

Also fixed:

• Deleting an event that has a survey form no longer fails.
• Creating an event from a template now keeps the extra time slots, repeat schedule, tags and guest settings you choose.

Dragging questions around the form builder now does what you aim for.

• A line shows exactly where the question will land while you drag: across the form for a row of its own, or upright beside another question when you place two side by side.
• Nothing jumps while you drag. The questions stay where they are, so the spot under your pointer is the spot you drop on.
• Side by side is easy: drag a question across onto the left or right side of another one. Dragging straight up or down always puts it above or below, wherever you grabbed it.
• Long forms scroll for you. Hold a question near the top or bottom of the form and the form scrolls, so you can carry a question from the bottom to the top in one go.
• Clicking a question selects it, even if your hand moves a little.
• You can move questions with the keyboard: focus a question's handle and use the arrow keys. Up and Down move it a row, Left and Right move it along its row, and Shift with Up or Down puts it beside the questions above or below.

Creating an email campaign now takes three clear steps: Details (name, subject line and who it is from), Design (the email itself), and Recipients, where you choose who gets it and send or schedule it. You can move between the steps at any time.

Your work now saves itself as you go. If you get pulled away or close the tab, your campaign is waiting in your list as a draft. A draft no longer needs a subject line or any content before it can be saved, and Save draft keeps you in the editor.

The email designer now shows your email exactly as recipients will see it: headings, buttons and social icons look the same while you design as they do in the inbox. Clicking a block adds it next to what you have selected (or into the column you clicked), and a line shows where a dragged block will land. Social media icons in sent emails now sit side by side in a row, as they do in the designer, instead of stacking.

Your campaigns are now listed in a table you can sort by any column, including open and click rates, and filter by status and date. Every campaign is listed, not just your most recent ones.

New in the designer: Undo and Redo buttons (or Ctrl+Z / Cmd+Z), a background color for the whole email, your brand colors and a palette of ready colors in every color picker, a logo position and link color for headers, larger or rounded social icons, and card borders around columns. Social icons in sent emails now open your own page instead of a "share" box.

The preview now shows everything your readers will see at the bottom of the email, including the unsubscribe link. If your footer has no unsubscribe link, one is always added for you.

You can now add an agreement checkbox to any form: one box that people must tick before they can send the form, next to your own wording. Use it for agreeing to your terms, a privacy notice, photo permission or anything else you need a clear yes to.

• Your words. Write the agreement text yourself in the form builder, with bold, italics and paragraphs if you need them. It is translated along with the rest of the form.
• It cannot be skipped. The form will not send until the box is ticked.
• A record you can point to. Each response shows what the person agreed to, the exact text (in the language they read it) and when it was received.

An agreement checkbox only records the agreement. It does not give permission to text or email someone. That is what the question formerly called Consent Capture does, now named Texting & Email Permission so the two are easier to tell apart.

If your organization keeps its books in QuickBooks Online, income and expenses recorded in the ledger can now go there on their own, so nobody has to type them twice.

An administrator turns it on in Settings > Connected apps > QuickBooks, chooses the account expenses are paid from and the account income is deposited to, and picks which QuickBooks account each ledger category posts to. From then on, each new expense appears in QuickBooks as an Expense and each income entry as a Deposit, usually within a minute, with any receipt attached. Entries linked to a grant that has one QuickBooks class carry that class.

Each payee is matched to the QuickBooks vendor of the same name, or added as a new vendor, so expenses show who they were paid to. The ledger also has a Due date column: an expense with a payee and a due date is sent as a Bill, owed to that vendor, instead of an Expense. You can choose the Accounts Payable account Bills post to.

Changing an entry updates it in QuickBooks, and deleting one voids it there. Removing a receipt from an entry removes it from QuickBooks too. The ledger shows whether each entry has reached QuickBooks; if one could not be sent, it says why and offers Retry.

Nothing is sent until it is turned on, and donations shown in the ledger and imported entries stay out of it. Entries recorded before it was turned on are sent only if an administrator chooses Send earlier entries and picks a starting date; they see how many entries, and for how much, before anything is sent, and no entry is ever sent twice.

When someone who is already in your People list gives through your online donation page, their donor record is now linked to their person record automatically. You no longer need to find the donor and link them by hand.

• Matched by email. The link is made only when exactly one person in your organization has the email the gift came from. Names are not used, because anyone can type any name into a public form.
• Never a guess. If two people share that email, or nobody has it, the donor is left unlinked for you to decide.
• Existing donors too. A donor who was not linked yet is linked on their next online gift. A donor you already linked is never changed.

Automatic texts can now carry a picture too. In Settings, under Automated messages, open a text message template for an event reminder or a form follow-up and attach a picture: a flyer, a map, a reminder of what to bring. Every text sent from that template includes it.

The same rules as other picture texts apply: JPEG, PNG and GIF pictures up to 1 MB, a picture text counts as 3 texts from your monthly allowance, and it only goes to people who agreed to receive texts.

Pictures you attached but never sent are now removed after a week.

You no longer have to tag a weekly program one occurrence at a time.

• Event templates have tags. Open a template and choose "Edit tags" under "Tags for new events". Every event you create from the template starts with those tags, and so does every new occurrence its schedules add. Events that already exist keep their own tags.
• Repeating events. When you create an event that repeats and give it tags, every occurrence in the series gets the same tags.
• Creating from a template. The template's tags are already chosen on the new event, and you can remove any you don't want before saving.

While your text messaging registration is under review, Settings > Text messaging now says "Registration pending with carriers" and shows which step it is on: the review by our texting provider, the review by the mobile carriers, or T-Mobile finishing its registration, which is often the slowest. Your plan now starts only once every carrier has finished, so you are not billed while T-Mobile is still catching up.

If a carrier registration ever stops being active, the page says so and texting is paused, instead of messages quietly going nowhere.

Many screens kept showing what was there before until you refreshed the page. They now update on their own:

• Form translations. After you publish or update a form, its page and the form editor show "Translating" and then clear it once the translations are ready. The language menu on the public form gains the new languages without a reload.
• Gifts and donors. Recording, editing, voiding or deleting a gift now updates the donor's totals, the donor page, the summary tiles, campaign totals and the person's and household's giving.
• Events. Checking someone in with the QR scanner updates the event's attendee list straight away, and attendee changes now appear on the calendar too.
• Email and text campaigns. A campaign's status moves from Scheduled to Sending to Sent while you watch. A text you send from a person's activity list appears there right away.
• Imports. The import list updates when an import finishes, even if you closed the import window first.
• Grants, volunteers and inventory. Grant totals and the burn-rate card, volunteer assignment counts and the stock value now update after a change.

Volunteers can now choose English, Français or Español from any volunteer page, including the application form, the status page, account setup and the volunteer portal itself. Look for the globe at the top of the page.

• It follows them. A volunteer who is signed in keeps their choice on every device. Someone who has not applied yet keeps it on the browser they used.
• Emails match. The emails about an application (received, approved, account setup and not accepted) now arrive in the language the person applied in.
• Messages too. Error messages in the volunteer portal now appear in the chosen language.

Anything your organization wrote, such as application questions and shift names, still appears exactly as you wrote it.

Typed something and then clicked away? HumanixOS now stops and asks first.

• Forms on their own page (grants, households, events, email campaigns, templates and lists, inventory receiving, purchase orders and distributions, board meetings and motions, and more) ask "Leave without saving?" when you click a link, press the browser's back button, press Cancel, or close the tab with changes you haven't saved.
• Pop-up forms (adding a gift or donor, editing a person's profile, logging volunteer hours, scheduling a shift, adding a webhook, and many others) ask "Discard changes?" when you press Escape, click outside the window, or press Cancel, instead of quietly throwing away what you typed.

Saving still takes you straight on, with no extra question.

A few things the import preview used to make you do by hand, or quietly got wrong, are handled for you now.

• A single Address column is split from the start. Street, city, state and ZIP come out of it without you flipping a switch. If you turn the split off, the screen now says plainly that the address will be left out, instead of promising a split that never happened.
• Three-word names tell you how they were split. "Mary Ann Fisher" lands as first name Mary, last name Ann Fisher, with a note saying exactly that so you can fix it if the file meant otherwise.
• A value that can't be read only holds up the record it belongs to. If a donor already in your records has an address the import can't split, and you aren't updating matched records, the gift on that row is imported and the address is simply noted as left out. Rows are no longer held for a value that was never going to be written.
• Inventory files without a SKU column import. Each item gets a SKU made from its name (RICE-5LB-BAG, then -2 when taken), and the mapping screen says so. When the file has no Item Type column either, you pick one type for every row from your own list.
• Every row that needs attention says why. A stock line with a blank item name now reads "Item Name is required" instead of an empty details cell.
• Donated stock with a Donor Type column no longer invents a nameless donor. The giver named in Donor Name becomes the organization donor the receipt is recorded against, once.
• Add new dropdown values in one step. When a column holds values that aren't among a field's options (a Referral Source of "Community Center", say), the mapping screen offers to add them to the field. Choose it once and every row with those values imports.

Another round of real-world exports now imports the way you would expect.

• Stripe and PayPal exports become gifts. Each charge or payment is a gift with its giver (by name and email), its date, amount, status and reference. Fees, refunds, conversions, disputes and the processors' own ids are set aside with a note. A payment that failed asks whether to skip it or keep it with that status; a row in another currency is pointed out rather than converted.
• Household exports with a second person. "Primary" and "Secondary" first name, last name and email columns make two people from one row, sharing the household's address. Households themselves are not imported yet, and the import says so beside the Household Name column.
• Schedules with a duration. A start column in ISO format ("Start (UTC)") and a "Duration (min)" column become the event's start and end; a room becomes the location, and Confirmed or Cancelled becomes the event's status.
• Budget and bank exports. Outflow / Inflow or Withdrawals / Deposits columns become one amount (an outflow is an expense, an inflow an income), the Date is the transaction date, and an instruction block under the data is skipped as notes.
• Services directories (211 / HSDS files) import as services, never as people. Salesforce Accounts reports import as organizations, and the report footer is skipped.
• Fewer wrong guesses on gift sheets. "Purpose" is the gift's note, "GL code" matches the gift's fund by its code, "Donor Email" is the giver's email, and "Hide my name" marks the gift anonymous. On a people sheet, Tags and Notes columns are set aside with a note instead of being asked about one by one; Shopify and Google Contacts exports map their columns by name.
• A file with headers and no rows stops on the upload step, naming the columns it found, instead of opening an empty mapping screen.

The importer now handles shapes that real exports keep arriving in, so fewer columns come back as "please confirm" and fewer rows need attention.

• Two columns can be one value. A date column next to a time column ("Event Start Date" + "Event Start Time") becomes one start time. A ledger's debit and credit columns become one amount: a debit is an expense, a credit an income, and a row with both or neither is pointed out. An HMIS service log's RecordType and TypeProvided codes become the service's name ("Bed night", "PATH service: Case management"). The mapping screen says what was combined and lets you separate the columns again.
• A title above the headers is noticed. When the first row is a title and the real headers sit below it, the import says so and offers "Use row 2 as the header" with one click.
• Workbooks open on the sheet that holds the table, not on a first sheet of notes, and you can still pick another sheet.
• Excel templates (.xltx) and macro workbooks (.xlsm) upload directly. A file type the importer cannot read is now said on screen, naming the type and the ones it accepts, instead of nothing happening.
• An employer column stays an employer. A Company column next to people makes organization records for those employers, and a Website column beside it belongs to the employer, instead of the import asking for an organization name on every row.
• Fewer wrong guesses. A "region" column of North and West is no longer a state, a Yes/No "Do not contact" column no longer turns a call list into donors, a supplier column no longer drags a ledger into an inventory file, and a person known only by an ID is matched to your existing record or flagged, never created empty. Grant trackers map their amount, status and report due date; gift channels like Web, Social and Direct Mail are recognised; two SKUs that differ only by case are one item.

A few more things the importer now gets right, found while importing real exports.

• A gift sheet's check number stays a gift detail. A "Check / Reference No." column no longer turns a sheet of gifts into a ledger and ask for a transaction date it never had: it is the gift's reference, or left out with a note when a Gift ID column already holds one. A gift category beside a gift type, a deposit date, an acknowledgment template and the event a gift came from are left out with a note instead of being asked about.
• Two gifts on one row. A sheet that repeats "Gift Amount" and "Gift Date" for a second gift (as Little Green Light's does) makes two gifts for that row, both to the same giver, fund and campaign.
• A giver named only by their id. When a gift row carries just the constituent id of someone you already have, the gift goes to that person's donor record, which is made for them once if it does not exist yet.
• An organization named in the employer column with a constituent type of Organization is read as that organization, not as a person without a name.
• A notes block at the bottom of a sheet is skipped whole, even when blank lines separate its paragraphs.
• Notes columns on a people sheet now say plainly that notes are not imported for people, with "Create a field…" as the way to keep them.
• The preview shows combined values. When columns are read together (several yes/no columns as one field, a date and a time, a debit and a credit, a sign-in and a sign-out), the preview shows one column with the value the import will store, where the first of those columns was.
• Cancelled imports no longer clutter "Drafts and recent imports". They are hidden until you choose "Show cancelled", and can be deleted from there.
• Workbooks open on a sheet with data. A workbook whose first sheet holds a single row under a title no longer wins over the sheets that hold the real table.
• An item type your organization does not have can be fixed from your own list of item types right in the preview.

Importing keeps learning the files other systems hand you.

• Sign-in logs become service records with hours. A kiosk or paper log with a name, a program, a shift date and in / out times is read as one service record per line, with the hours worked landing in your service's Hours field (an overnight shift that ends the next morning is counted right). "Young, Kevin" in a column of "First Last" names is read as Kevin Young, and a name that is only an initial waits for you to say who it is.
• Refunds and chargebacks are never imported as gifts. A negative or parenthesised amount asks you per row: skip it, or record it as a negative adjustment against the donor's giving. "Posted" and "Succeeded" statuses are read as completed.
• Tab-separated files are accepted (.tsv and tab-delimited .txt), and a CSV with a space after each comma before the quotes now reads its headers cleanly.
• Reports and dashboards find their header row. A QuickBooks report's title block, a class roster's title and instructor rows, or a dashboard sheet whose table starts in column B on row 9: the importer proposes the right line, drops the empty margin, ignores the summary block under the data and no longer counts a sheet's unused rows as blank rows. A workbook whose other sheets share the same columns says so.
• More columns are left out with a reason instead of a guess: donor-level totals (lifetime giving, largest gift), a ticketing export's order and ticket columns, Mailchimp's subscription and geo-IP columns, row counters, an appeal beside a campaign, a unit of measure, and an SSN column when your organization does not import SSNs. A date written in epoch seconds or an "Order #" column is never mistaken for a phone number.
• HUD HMIS Client.csv is read with HUD's code lists: gender codes, the race columns as one ethnicity field, data-quality and system columns left out.
• More headers are understood: Google Forms ("Your name", "Email address"), Spanish and French phone columns (teléfono fijo / móvil, téléphone fixe / portable), "User Id", CiviCRM's "Financial Type", QuickBooks' "Num" and "Account Description", Smartsheet's grant-pipeline columns, and The Events Calendar's category and tags columns together.

A form that only adds people can now be linked to a service after it was created, even once it is published. Open the form, go to Options, choose the service under Link to a service, and add that service's fields from the Fields panel. After you save, every new submission also records the service. Submissions you had already received stay as they were and do not record the service, even if you approve them later.

Changed your mind? You can unlink the form from the service until it receives its first submission after the link.

You can now add a picture to a text: a flyer, an event poster or a distribution notice.

• Attach a picture when you text someone, in a text template, or in a campaign. JPEG, PNG and GIF pictures up to 1 MB work. You see the picture before you send it, and a picture that is too large or of another kind is refused with a message saying why.
• Templates carry their picture. Pick a template with a picture and the picture comes with it, in a one-off text or a campaign.
• Pictures people send you show up in the person's activity history and in your message log.
• A picture text counts as 3 texts from your monthly allowance, whatever its words. A picture someone sends you counts as 3 replies, and replies are still free up to twice your allowance. A campaign's review step shows how many it will use before you start it.

Pictures are private to your organization: links to them stop working after a minute in the app.

Deleting a form also deletes everything people submitted through it, so HumanixOS is now more careful about it.

• You see exactly what will be lost. When a form has submissions, the delete window tells you how many and asks you to tick a box before anything is deleted. If new submissions arrive while the window is open, nothing is deleted and you are shown the new number.
• Deactivate instead. For a live form with submissions, the delete window offers to deactivate the form. It stops taking new submissions and keeps every one you already have.
• Every deleted form shows up in the Activity log, with its name and how many submissions went with it, including forms removed because their event or time slot was deleted.
• Deleting an event now says up front that its registration and check-in forms, and what was submitted through them, are deleted too.

Setting up text messaging now starts with your organization's details already filled in: your EIN, legal name, address, website, and contact email and phone. Your legal name comes from your IRS record when your EIN has been verified.

Your address is now on the setup screen itself, so you no longer have to leave setup to complete your organization profile. You can change any of these details before you submit, and anything missing or mistyped is pointed out on the field before you go on. Owners and admins also get the EIN and address they confirm saved to the organization profile.

Three things people kept running into while importing a spreadsheet are fixed.

• Line numbers match your file. When a spreadsheet had an empty row in the middle, every row after it was shown one line off in the preview and in the list of rows that failed. The preview, the row details and the downloaded failures now use the same line numbers Excel shows, so a row is where we say it is.
• A file that starts with data, not headers, can be fixed. If the first row of your file is a person rather than column names, we now say so right after the upload and let you choose: treat the first row as data (columns are numbered, and email, phone, date and ZIP columns are still recognised from their values), or name the row that holds the headers. The same choice is available from the mapping screen at any time.
• Genders are stored the way the app spells them. "F", "Fem", "female", "MALE" and "m" now import as Female and Male instead of nine different spellings. A value we cannot place, like a typo, is flagged for you to decide, or left blank if you have chosen that option.
• Weak guesses are suggestions, not choices. When we are not sure which field a column belongs to, it now shows as "Not mapped" with our best guess beside it; one click takes it. Before, a weak guess was pre-filled and easy to miss. "Yr" and "Year Born" are also recognised as the birth year now.

If you limit a role to specific services, people on that role used to see every service on the Services page and in service pickers, and opening one they were not given led to a page that kept trying to load and never did.

• The Services page and every service picker now list only the services the person's role can work with. Owners and administrators with full access see everything, as before.
• Opening a service you cannot reach shows a clear "not found" message once, instead of a loading error that retries on its own.
• Setting up a role's service access still shows the full list of services, so you can grant any of them.

A volunteer shift can now list the jobs that need doing, each with its own number of spots. A Saturday food distribution that needs 8 volunteers can say 2 at check-in, 4 packing boxes and 2 loading cars.

• Volunteers choose what they'd like to do when they sign up, or pick "Wherever needed" and we place them where help is needed most.
• The roster is grouped by activity, so you can see at a glance which job is short. Move someone to another activity in two clicks.
• Weekly shifts keep their activities: every new shift gets the same list, and you can change it for one shift or for all of them.
• Background checks: record on a volunteer's page that their background check is done. An activity marked "Needs a background check" only accepts volunteers whose check is done.
• Emails and reminders tell each volunteer which activity they're doing.

Shifts without activities work exactly as before.

Volunteers' paperwork now lives on their record in HumanixOS instead of in a drawer or an inbox.

• Volunteers upload from their phone. Under My documents in the volunteer portal they can hand in a background check, a food handler card, CPR or anything else you ask for. A clear photo or a PDF is fine.
• Ask for what you need. On a volunteer's page, choose Request and they get an email and see the request when they sign in. It closes on its own once you accept the document.
• Review in one click. Open a document, then accept it or say why you can't. Accepting a background check marks the volunteer's check as done with the right dates, so they can sign up for shifts and activities that need one.
• Upload for a volunteer. Got a paper form? Upload it yourself and accept it in the same step.
• List the certificates you ask for in Volunteers, Settings, and mark the ones that expire.

Documents are private: only people who can see background checks (admins, unless you give others access) and the volunteer who uploaded them can open them, and every link stops working after a few minutes.

In dark mode, highlighted text and selected items are now easy to read. Selected rows when linking people, active filter chips, the fields you've added in the form builder, import step names, trend figures on the funding partner dashboard and your initials in the top bar used a dark purple that almost disappeared on the dark background. They now use a lighter purple. Buttons look the same as before.

When you move around with the keyboard, the outline that shows where you are is now solid and easy to see in both light and dark mode.

Every donor can now get a thank-you email as soon as you record their gift, worded the way you want for each campaign.

Write your thank-you once. In Email > Automations, start from the Gift Thank-You template. Its email can show the donor's name, the amount, the date, the fund, the campaign, the payment method and a tax receipt line with your EIN. Switch it on when it reads the way you want.

Choose where it is used. On Donors > Campaigns, pick a default thank-you email for every gift, and give a campaign its own thank-you, such as a capital campaign. A gift uses its campaign's thank-you first, then your default.

Sent once per gift. Each gift is thanked once, and the gift is marked as acknowledged with the date. A donor who gives again gets a new thank-you for the new gift. Donors who opted out of email or unsubscribed are never emailed, and imported gifts are never thanked.

Your call, gift by gift. When you record a gift, a Send thank-you email box shows whether this gift will be thanked. It is on when a thank-you email applies and the donor can receive it. Turn it off for a gift you already thanked in person, a correction or a batch from a paper ledger, and no email goes out. When the donor has no email address, opted out or unsubscribed, or no thank-you email is set up, the box is off and says why. A donor's giving history shows each gift's thank-you: thanked on a date, queued, won't be thanked, or not thanked. To thank a gift later, open it and choose Send thank-you now.

Online gifts already get an email receipt, so they don't get the thank-you unless you turn on Also send the thank-you for online gifts on the Campaigns page.

Two fixes to the grids where you edit people, services and other records.

• Editing a cell selects what is there. When you open a cell to edit it (double-click, Enter or F2), the whole existing value is now selected, so what you type replaces it, the way a spreadsheet works. Before, your typing was added in front of the old value, and a cell could save as two names run together. Ctrl+A (Cmd+A on a Mac) inside an open cell selects the cell's text. Typing straight onto a selected cell still replaces its value, as before.
• Renamed columns fit their new name. When you rename a column, its width is sized for the new name: a longer name is no longer cut off, and a shorter one no longer leaves empty space.

When you build an email list, a rule on a field with set choices (a dropdown, a multi-select, a program, a household or an organization) now lets you tick several values at once. Choose Is any of to include people who match at least one of them, or Is none of to leave them out.

You can now filter email lists by program, household and organization, so a list like "people in the food pantry or tutoring program" takes one rule instead of several.

Lists you already saved keep working. A rule with one value opens with that value ticked, and the number of matching people is the same number your email goes to.

A few fixes you may have run into:

• All your events. The Events page used to stop at the first 100 events. It now loads more as you scroll, with a "Load more" button that shows how many of your events are on screen. Filtering by Upcoming, In progress, Completed or Cancelled now counts and lists every matching event.
• Leaving the form builder. If you click "Back to forms" (or any other link) with changes you haven't saved, you're now asked before they're lost.
• Amounts in your language. Gift amounts on the donations list, a donor's gift history, campaign progress and the void dialog now use the number format of the language you've chosen, instead of always the US format.

When two people work on the same grant at once, the second save no longer replaces the first one silently.

• Editing a grant. If a teammate saved the grant after you opened it, your save is held and you see "This record was modified by another user" with a Refresh button, so you can see their changes before saving yours.
• Moving a grant on the pipeline board. Dragging a grant to a new stage on a board that is behind a teammate's change puts the card back and offers to refresh, instead of undoing their stage.
• Restoring an archived grant gets the same protection.

Searching households now also looks at the household's own fields. If you record a case number, a zone, a program or a language on your households, type it into the search box on the Households page, or into any household picker, and the matching households appear.

• Choice fields match by the option name you see, so searching "At risk" finds households with that option picked.
• Numbers and dates match when you type the exact value, and a date can be typed the way you usually write it (for example 01/05/2026).
• Search still finds households by their name and by the names of the people in them.

Adding people to a household now shows them on the household's page right away, with no page refresh needed. This applies however you add them: from the household's edit form, from the People table's "Add to household" action, or from a person's own record. Removing someone from a household, changing their role, and moving the head of household update the page the same way.

The Households list, its people and on-file counts, the household pickers, and the Household card on each person's record all refresh together, so the numbers you see match what you just did.

The import history on the Imports page was getting cramped. Column headers like "Uploaded by" broke onto two lines, and the row counts for each import ("247 / 240 / 5 / 2") wrapped so the slash sat on one line and the number on the next, which made the figures hard to read, especially with a long filename and several action buttons in the row.

The table now gives each count its own column: Total, Imported, Errors and Skipped, right-aligned so the numbers line up, with the same green, red and amber colours as before. Headers and counts stay on one line at any width. Numbers are written the way your language writes them (12,345 or 12 345). Long filenames are shortened, and hovering over one shows the full name. On a laptop screen the whole table now fits inside its card: the filename gives up room first, and when a row has several buttons they move onto a second line instead of pushing the table sideways. The "Drafts and recent imports" list above it keeps its headings, dates and statuses on one line too.

An organization's page now lists, searches and sorts all of its linked people, however many there are. Before, an organization linked to more than about two hundred people showed an error instead of its people list, and very large ones could leave people out.

Linking a large selection of people to an organization in one go works the same way.

On a service that serves people, families and organizations together, scrolling down the service page could skip some records once a service had more than 100 of more than one kind. Scrolling to the end now shows every record exactly once, and the count at the top matches what you see.

A service page now shows the effect of your changes as soon as you make them, instead of after you reload the page.

• Organizations in the grid. The Organizations column on a service now lists each person's organizations, and linking or unlinking one from that cell shows straight away.
• Deleting a field. When you delete a field that held values and later add a field with the same name, the new column starts empty instead of showing the deleted values.
• Deleting entries. Removing a family's entry updates the family count and the family columns at once.
• Working in two tabs. When you come back to a service page after working elsewhere, it picks up changes made in your other tabs or by teammates: entries, the service's name and status, and whether it has linked events.

Importing a spreadsheet used to mean mapping every column by hand, waiting, and sometimes finding out at the end that a few rows had failed. The importer has been rebuilt from the ground up.

It maps your columns for you. Upload a file and most columns are matched to the right fields automatically, including the column names that Little Green Light, Bloomerang, DonorPerfect, Salesforce and other systems use. Only the columns it is unsure about ask you to confirm. Import the same kind of file again and it remembers your mapping.

It understands rows, not just columns. A sheet with a person, a donor and a gift on each row now creates each giver once, attaches every one of their gifts, and links the donor to the person. You no longer need a separate "Donor" column to make gifts find their donor.

You see exactly what will happen before anything is saved. Every row shows whether it will be created, matched to an existing record, updated, or skipped, and why. Fix a cell, skip a row, change a mapping or answer a question right there in the preview. You never have to edit the spreadsheet and start over.

Addresses in one column split into street, city, state and ZIP, the same way a full name splits into first and last.

Imports finish on their own. Once you confirm the summary, the import runs in the background. You can close the tab and come back to the result, and undo an import from the Imports page as before.

Nothing from your spreadsheet is sent to an AI service. Column matching and cleaning are done entirely by HumanixOS.

Choosing who gave is simpler. Above the search in the Record Donation form, pick Individual, Household or Organization, and the search looks only at that kind of giver. The form remembers the last kind you used.

When the giver is not in HumanixOS yet, you no longer have to leave the form. The first line under the search is always Add new: type a name and choose it, and the right form opens on top with the name already filled in. Save it, and you are back on your gift with the new giver selected, the amount, date and everything else you had entered still in place, and the cursor ready in the next field to fill.

If nothing matches in the kind you chose, Search all types looks for the same name among individuals, households and organizations at once.

Add Donor on the Donors page now offers the same three kinds: Individual, Household and Organization. For a household, choose an existing household or create a new one, and the donor takes the household's name. A household only ever has one donor record: if the one you pick already has a donor, you are told and taken to it instead of a duplicate being created.

Government is no longer offered as a donor type; record a government agency as an organization. Donors already marked Government keep their type and show it as before.

Adding a new giver appears for team members who are allowed to add donors (or households).

When you approve a volunteer application, that person is now on your volunteer list straight away. You can put them on a shift the same day, and their hours count from the start. They no longer have to open an email and create an account first.

They still get a welcome email with a link to set up a login for the volunteer portal, where they can see their shifts and log hours. That part is up to them. On your volunteer list, anyone who hasn't signed in yet is marked Hasn't signed in yet, with a button to send them a fresh link.

If you put someone who hasn't signed in on a shift, they're booked right away and get a confirmation email asking them to let you know if they can't make it.

If the person already has a login (for example, they volunteer with another organization), your organization simply appears in their volunteer portal.

Volunteers you invite by email work the same as before: they join once they set up their account.

When you edit a volunteer shift that repeats every week, HumanixOS now asks what the change is for, the way a calendar does:

• Only this shift, for example to move one Saturday around a holiday. That shift keeps your change from then on.
• This and following shifts, for example when the pantry starts at 10 instead of 9 from next week.
• All shifts in the schedule.

Each choice shows how many upcoming shifts it will change. Shifts that have already happened never change, so your hours and attendance stay as they were.

Cancelling a repeating shift asks the same question, so you can cancel one shift, end the schedule from a date on, or end it completely.

Volunteers on a shift whose time or place changes now get an email with the new details, and their reminders show the new time.

The figures at the top of the Donors page now sit in one compact panel instead of two rows of large cards, so your donor list starts much higher on the screen.

• All the same figures are still there: Raised (YTD), Total Donors, Avg Gift and Active Recurring, plus the Unrestricted, Temporarily Restricted, Permanently Restricted and Undesignated totals in their usual colors.
• Click Giving summary to collapse the panel. Collapsed, it still shows Raised (YTD) and Total Donors on one line.
• Your browser remembers whether you left it open or collapsed.

Pending gifts are no longer hidden. Giving totals count completed gifts only, so they match your books, but nothing used to say so: a donor with six gifts in their history could show a gift count of 2. Now:

• A donor's page shows pending gifts under Lifetime Giving and Gift Count, for example "+ $6,440 pending (3 gifts)", and both cards say "Completed gifts".
• The donors panel has a Pending figure, with a line saying the totals count completed gifts.
• The donor list and a household's Giving card show pending gifts the same way.
• Failed, refunded, cancelled and voided gifts are not counted anywhere. A pledge payment that hasn't come in yet stays with its pledge rather than showing as pending.

Events and forms can now carry tags, the same way services and organizations already do. Group events by whatever matters to your team ("Fundraiser", "Youth", "Spring 2026") and forms the same way ("Intake", "Volunteer", "Spanish").

• Event types are now tags. Creating an event no longer starts by asking what kind of event it is: it opens straight on the details, where you can pick tags (or create a new one) alongside the title. The types your events already had (such as Program or Fundraising) become tags of the same name, so nothing you sorted before is lost.
• Tag an event while creating or editing it, from the events list or from the event's own page, and a form from the forms list, its page or the form editor. Each can carry several tags.
• Tags show on the events and forms lists, so the groups are visible at a glance.
• Filter either list by tag. Pick several and choose whether to see items with any of those tags or only those carrying all of them.
• Rename or recolour a tag once in Manage tags and everything carrying it follows. Deleting a tag removes it everywhere and leaves the events and forms exactly as they were.
• Anyone who can view events or forms sees their tags; changing them takes permission to edit.

Running a drop-in afternoon? A volunteer shift can now be a flexible window. Say the pantry needs help from 12 to 6: volunteers pick the part they can do, like 1 to 3, instead of you creating three small shifts or counting everyone for six hours.

• When you create a shift, choose Fixed time (everyone works the whole shift, as before) or Flexible. You can set a minimum time per person, like 1 hour.
• Volunteers choose their time when they sign up in the volunteer portal, and can see where help is still needed. They can change their time later, up to your cancellation cutoff.
• When you assign someone, pick their time too. The roster shows each person's time and a simple bar of who is there when.
• "Volunteers needed" on a flexible shift means how many people you need at the same time.
• Hours are counted for the time each person chose (or their actual check-in and check-out).
• Emails and reminders show each volunteer their own time.

Weekly schedules can be flexible too, and if you change the schedule's hours, everyone's time moves with it.

You can now delete a fund from the Funds page, but only when nothing is attached to it. A fund that still has gifts, recurring gifts, pledges, ledger entries or grant allocations can't be deleted, and the Delete button tells you what is still attached.

Before, deleting such a fund quietly removed it from every gift that belonged to it, so fund totals and reports lost that money. Now the gifts always stay with their fund. To retire a fund that has history, edit it and turn off Active: it stays in your records and reports but no longer appears when you record new gifts.

You can now hide any column in the People grid, including built-in ones such as Organizations, Services and Household, from the hide icon in its header. The same works on a service's page, including its Event and Attendance columns.

Hidden columns are part of the view. They stay hidden when you come back to the page, and a saved view remembers which columns it hides. To bring a column back, open the new Columns menu in the grid's toolbar and tick it, or choose Show all columns.

A person's name and ID are always shown, so every row can still be recognised and opened.

If you hide a column you were filtering or sorting by, that filter or sort is removed and a short message tells you so, so the list never stays narrowed by something you can no longer see.

To hide a field everywhere, rather than in one view, use the field settings as before.

When a family gives together, you can now set that up right from the household's page. The Giving card offers Add as donor, which creates the household's donor record, and Record a gift, which opens the donation form with the household already chosen as the giver.

A household only ever has one donor record, so clicking again, or recording a gift for a household that is already a donor, adds to the same record instead of creating a second one.

Once the household is a donor, its Giving card stays on the page even before the first gift, showing a total of zero until gifts come in. Gifts a household gives together stay on the household's record and are not added to any member's own giving.

These options appear when Donors is turned on for your organization and you are allowed to add donors.

Household names in the People table's Household column are now links. Click one to open that household's page; a person who belongs to more than one household shows a link for each. Clicking a household opens it without selecting or opening the person's row.

From the keyboard, move to a Household cell and press Enter to reach its links, Tab between them, Enter to open one, and Escape to return to the table.

Links appear for team members who can view households. Everyone else sees the household names as before.

When an item comes in versions you count separately, such as sizes or colors, you now describe it the way most shop tools do.

• On the new item page, tick Comes in variations and add an option, for example Size, then type its values: S, M, L. Add a second option such as Color and every combination appears in a table below, ready to count. Delete any combination you don't carry.
• Each combination can have its own price, cost and starting quantity. A blank price means "same as the item". Each one also gets its own code, made from the item's code and its values.
• When you receive stock, you pick the variant from a list instead of typing a size. If a delivery brings a size you have never had, choose Add a new variant and add the value right there.
• Once an item has stock you can still add values to its options, but options and values that hold stock can't be removed.

We also tidied up existing items: variation fields that were never used (for example a "Count" field) have been removed, and variants that were missing a value now show Not specified. Each change is listed in your activity log.

Volunteer portal. The volunteer portal now shows who is signed in, with a My profile button and a Sign out button at the top of every screen. This matters most on a shared computer at a front desk or library: the next person no longer lands in someone else's portal.

Past shifts. On Volunteers > Scheduling you can now switch between Upcoming and Past. Past shows shifts that have ended, newest first, for the dates you pick (the last 30 days to start). Open any past shift to see who was scheduled and who came. You can still mark someone as a no-show, or clear it, after the fact.

Simpler email forms. Two fields nobody used are gone: the fundraising campaign link when writing an email, and the description when creating an email list. Removing them does not delete anything already saved.

Need proof of service hours for a student volunteer? You can now produce a report for one volunteer in a couple of clicks.

For staff. On Volunteers > Reports, choose Report for one volunteer, or click a volunteer's name in the table. Pick the dates and you get every time they volunteered: the date, what they did, the scheduled time, when they checked in and out, and the hours, with a total at the bottom. Print it, save it as a PDF, or download it as a spreadsheet. You can add a signature line for schools that ask for one.

For volunteers. In the volunteer portal, under My hours, choose Hours report to make the same report for yourself, for any organization you volunteer with. Approved hours are shown by default, and you can include hours still waiting for approval, clearly marked.

Where nobody checked a volunteer in, the report says so, so whoever reads it knows what the hours are based on.

Each donation page now has two new buttons on the Donation pages list.

• Embed code gives you a short piece of code to paste into your own website. Your donation card then appears right on your site, in your logo and colors, and every gift made through it is recorded in your donor records like any other online gift. When a donor pays, the payment page opens in a new tab.
• QR code shows a code you can download and print on flyers, signs or event tables. Scanning it with a phone opens your donation page.

We also fixed the thank-you message for card donations: donors who paid by card now see your thank-you page after paying, instead of the donation form again.

Your donation pages now show your organization's logo and brand color automatically, using what you set under Settings, Branding. New pages look like the rest of your organization straight away, and if you update your branding later, every donation page follows.

• Want one page to look different? Turn off Use your brand color on that page to pick its own color, or upload a logo just for that page.
• Pages you created earlier with the standard dark blue color now follow your brand too.

When adding or editing a donor, opening the search to link a client or an organization record now puts the cursor straight in the search box, so you can start typing a name right away.

• Typing filters the list as you go, and choosing a person or organization links them without closing the donor form or losing anything you have entered.
• The same applies to choosing team members when you share a record with your team, and to choosing QuickBooks accounts and classes for a grant.

Family sheets are often handed to sponsors, volunteers and partners who only need to know what to buy or deliver. You can now leave personal information off them.

• When you select Print family sheets, a short dialog now offers Hide personal information. It is off unless you turn it on, so sheets print the same as before.
• With it on, names, dates of birth, phone numbers, email addresses, addresses and notes are left off. Each family is numbered, and each person is listed as "Member 1", "Member 2" and so on, with their relationship and role in the family, so the sheet is still easy to follow.
• Client ID numbers and Social Security numbers never appear on a family sheet.

Grant deadlines, reminders, the calendar and stage suggestions all depend on a grant's dates, so we now make sure those dates are filled in and make sense.

• Dragging a grant on the pipeline board asks for the date it needs. Moving a grant to Proposal Submitted or later asks for the submission date if it doesn't have one, and moving it to Awarded or Rejected asks for the decision date. Enter the date and the grant moves. Cancel and it goes back where it was.
• Promoting an opportunity asks for the submission date when you place it in a submitted stage. If the deadline has already passed, you'll see a warning, but you can still add it.
• The grant form tells you right under the field when a date is missing for the stage you picked, or when dates are out of order: a decision before the submission, or an end date before the start date.
• Grants you already have aren't affected until you change their stage or the date itself, so you can keep editing them as usual.

Searching households now finds a family by the name of anyone in it, not just by the household's own name.

• Type a family member's first or last name, or their full name, into the search on the Households page and their household appears.
• The head of household counts too, so searching for the person who leads the family finds it.
• The same works everywhere you pick a household, such as when recording a service or choosing who gave a donation.

Searching by the household's name works just as before.

Organizations with more than 1,000 households saw only the first 1,000 on the Households page, and the count at the top stopped there too. That is fixed.

• The list now loads more households as you scroll, with a Load more button at the bottom if you prefer to click.
• The household count, and the People, On File and Children totals, cover your whole organization, however far you have scrolled.
• Sorting by a column sorts all of your households, not just the ones already on screen.
• The household pickers (the People list's Household filter and Add to household) now offer every household too.

When you turn on AI Data Cleansing in the import settings, the AI no longer sees any of the values in your file. It is shown only the format of each column, such as "a date written 99/99/9999" or "two capitalised words", along with how many cells are blank. Names, emails, phone numbers, dates of birth and Social Security numbers stay on your side. Social Security number columns are not described to the AI at all.

The AI suggests a format for each column, and HumanixOS makes the changes itself once you accept them. With AI Data Cleansing off, which is the default, imports clean dates, phone numbers, ZIP codes, states and names automatically, without AI, as before.

Imports also no longer keep sample values from your file in their history.

When building a form, you no longer have to add a question at the bottom and drag it up into place.

• Hover between any two rows on the form canvas and a + appears. Click it, pick the kind of question, and it's added right there, ready for you to type its wording.
• There's a + above the first row and below the last one too, and on an empty form an Add a question button gets you started.
• It works for every kind of question, including section headers and communication preferences.
• Rows with several fields side by side stay together: the new question gets a row of its own.
• On a tablet or phone the + buttons are always shown, since there's nothing to hover.

Adding from the panel on the left still puts the question at the end, and dragging fields around works just as before.

The Involvement column marks people who give or volunteer with a locked Donor or Volunteer tag. Until now those tags were missing for most people, because their donor or volunteer record was never connected to them. That is fixed.

• New donors are connected to the matching person automatically, whether you add them yourself or they give through one of your donation forms. The same goes for volunteers who sign up on their own. A match is made on email first, then on full name, and only when exactly one person fits. When two or more people could be the one, nothing is connected, and the donor form tells you so you can pick the right person.
• Donors and volunteers you already have are being connected the same way.
• The Donor and Volunteer tags now appear everywhere the Involvement column does: the People list, the people on a service, the people at an organization, and each person's own page. Filtering the column by Donor or Volunteer works in all of those places too.
• New organizations start with an empty Involvement field, ready for their own options. We no longer add Board Member, Staff, Alum and Community Partner. Organizations that had them lose the ones nobody uses; any still on someone stay in place and are listed under the People settings so you can tidy them up yourself.

When you renamed a new form straight away, the form builder could sometimes swap your name back to a default such as "Feedback Form 2" a moment later, and the form was published under that default. A name you type is now kept. The builder only adds a number to the default name, to tell it apart from a form you already have, while you haven't renamed it yourself.

When a donor gives with PayPal on your donation page, the gift is now paid directly into your organization's own PayPal account, and it is only recorded in your donor records once PayPal confirms your account received it.

• Donors see your organization's name and a "Donate" button at PayPal, and are no longer asked for a shipping address.
• Every PayPal donor now gets your organization's own email receipt, the same one card donors receive.
• If you connected PayPal before this change, open Settings, then Connected apps, and click Confirm account on the PayPal row. Until you do, your donation page does not show the PayPal button.
• Monthly gifts are taken by card for now. Monthly giving through PayPal is coming.

Saving a block in the email builder (the bookmark icon on any block) now keeps it. It appears in the Saved tab straight away and stays there, so you can drag it into any email you write.

Previously the builder said the block was saved, but the Saved tab stayed empty. If saving doesn't work now, you'll see why: for example, if you already have a saved block with that name, you'll be asked to choose another one.

Scan a form now works with the file your form is already in, so there's no need to export it to PDF first.

• Word documents (.docx and older .doc files), OpenDocument (.odt), RTF and plain text files are read directly, so labels, tables and checkboxes come through as they are written. This also covers Google Docs downloaded in any of these formats.
• Spreadsheets laid out as forms (.xlsx, .xls and .csv) work too.
• iPhone photos in HEIC format are converted on your device and read like any other photo.
• Photos and PDFs work just as before.

This works both when you build a new form from a blank one and when you read filled-in forms. If you pick a file type that can't be read, you'll see a message listing the types that can. As before, a scan never fills in a Social Security number.

Your monthly text messaging allowance now counts message segments instead of messages. A text of up to 160 characters is one segment; a longer text counts as two, and so on. The composer shows what a message will count for before you send it, so a long text never comes as a surprise.

Accents and emoji do not change the count. A message in Spanish with accented letters costs the same as the same message in plain letters.

Replies count too, with room to spare: every plan includes twice as many free replies as texts. Beyond that, replies count toward your monthly allowance.

The usage page under Settings > Text messaging now shows segments sent, replies received, and how many of your included replies you have used.

Setting up text messaging means registering your organization with the US carriers, which can take a few days to two weeks. Until now the texting plan was charged before that review started, so you paid for weeks you couldn't send.

Now nothing is charged up front. When you choose a plan, Stripe's secure page saves your card and we file your registration. Your plan starts, and its first charge happens, only when the carriers approve your organization and your number is live. You can switch plans or cancel before then at no cost.

Verified 501(c)(3) organizations also get nonprofit pricing on texting: tick "We're a registered 501(c)(3)" when choosing a plan and enter your EIN, and we confirm it with the IRS before filing.

You can now see every email plan side by side in Settings > Email sending and pick one yourself, instead of contacting us.

• Compare Free, Starter, Growth and Premium: how many emails a month each includes, whether you can send from your own domain, how many automations can run at once, and whether the "Sent with HumanixOS" footer is shown.
• Pay monthly or annually. Annual gives you two months free, and it's your choice for email whatever your main HumanixOS plan does.
• Switch plans at any time. You'll see the price before anything changes.
• Moving back to Free keeps your plan until the end of the period you've paid for, and you can change your mind until then.

Organizations sponsored by a funding partner can buy an email plan too. Owners and admins can change the plan; everyone else can see which plan you're on.

If a service records details about each family member, such as ages, clothing sizes or gift requests, they are now much easier to find.

• On the service page, every family's Members cell has an Edit details button that opens the family's details ready to fill in. A family with nobody listed yet shows Add details.
• On a household's own page, each service under "Services received" shows what has been recorded for each person, or says that nothing has been recorded yet. If you can edit service records, you can fill in the details right there.
• Answers show the way you'd expect: Yes or No instead of "true", the dropdown choice you picked, and dates in your own format.
• Printed family sheets now always show each person's name and no longer include internal reference codes.

If a service doesn't record member details yet, staff who can change the service will see where to set them up.

Grant reminders now arrive as notifications on the day they're due. These include an application deadline coming up (30, 14, 7 and 1 day before), following up two weeks after you submit an application, checking its status after a month, a decision date coming up, and reporting deadlines found in your grant documents. A reminder that no longer applies, such as a deadline reminder for an application you've already sent, is skipped.

Owners, admins and managers get them, along with whoever set the reminder. You can turn them off under Settings > Notifications.

Grant tasks can now only be assigned to people in your organization.

The Households page now opens with a row of at-a-glance figures in its top bar, matching the Services page: how many households you have, the total number of people across them, how many of those people are on file with their own record, and how many are children. The count still narrows to your search as you type, so you can see how many households match what you're looking for.

The page you land on after signing in now fits where you are.

New here? You'll see two choices right away: join your team with an invitation code, or create a new organization. You can type your code straight into the page.

Invited somewhere? Pending invitations sit at the top, with the organization or funding partner, your role, and Accept and Decline buttons. Invitations from funding partners now appear here too.

Belong to several accounts? They're grouped into organizations, the volunteer portal and funding partners, with the ones you opened most recently first and your current one marked. Once you have more than six, a search box appears. You can archive accounts you rarely use to tuck them out of the way. You stay a member, and you can bring them back at any time.

Your name, account settings and log out are now in the menu at the top right, next to a Feedback button for reporting a problem or suggesting an idea.

When you type a date into a table, such as a delivered date on a service, the slashes now fill in as you go: typing 12212025 becomes 12/21/2025. Dates follow your language setting, so French and Spanish users type them in the order they're used to.

If what you typed isn't a real date, such as February 30, the field turns red and tells you, and the date isn't saved. Before, a mistyped date could be dropped or reverted without any warning.

• Saving an email campaign that is missing something (its content, its name) now tells you so instead of appearing to succeed while nothing was saved. The same goes for testing, duplicating, pausing and cancelling a campaign.
• The Activity log now records grant tasks and texting contacts: adding, editing or removing either shows up under Grants and the new Text messaging area. Donation entries now name the donor instead of showing a blank record.

The finance ledger now does more of the bookkeeping for you.

Program, management and fundraising

Give an expense category a default split, such as 70% program, 20% management and 10% fundraising, and every expense in it counts that way. Any single expense can have its own split instead. The Summary's new By function view shows your year the way Form 990 asks for it, including what is not allocated yet.

Funds and programs

Tag a transaction with a fund and with the program it supports. The Summary can show income and expenses by fund or by program, and the CSV export follows the view you picked.

Remembers your payees

When you type a payee you have used before, the ledger fills in the category, grant, fund, program and split you gave it last time. Anything you have already filled in is left alone.

Catches duplicates

If a new entry has the same date, amount and payee as one already in the ledger, you're asked before it is saved. Importing the same bank export twice skips the rows already there, unless you choose to keep them.

Receipts

Attach photos or PDFs of receipts to any transaction you enter. Choose Read receipt to have an AI service read the vendor, date, amount and a short description for you to check and apply one by one. Nothing changes until you apply it.

If your intake form lives on paper, you no longer have to retype it. On Forms → New form, choose Scan a paper form, photograph the pages, and HumanixOS reads the questions and builds a draft for you to check.

It tells you what it could not read instead of quietly guessing, and flags any question it was unsure about so you know where to look first. Nothing is saved until you've reviewed it.

Paper forms you hand out now come back in, too. Printed forms carry a small code in the corner, so when you scan a completed sheet HumanixOS knows exactly which form it is and transcribes the answers onto it. Open the form, choose Scan a filled-in form, and check the answers it was unsure about before recording it.

Scanned answers arrive as a pending submission, the same as one someone filled in online — approving it is still what creates or updates any records.

Scanning uses an AI service outside HumanixOS to read the photos, and everything on the page is sent, so cover any sensitive answers (such as Social Security numbers, medical details or bank account numbers) before you scan a completed sheet. A scan never fills in a Social Security number; add it by hand. To build a new form, scan a blank copy. The scan screen says all of this too.

When you search for someone on the clients page and the spelling you typed finds no one, or almost no one, the page now also shows similar-sounding names: people whose names are spelled a little differently or sound the same. Searching "Shawn" can now find Sean, "Kathy" finds Cathy, and "Mohammed" finds Muhammad.

These suggestions appear in their own section above the list, never mixed in with your search results, so it is always clear which people matched what you typed and which only sound alike. Click a name to open that person's page.

Owners and admins can turn the suggestions off, or back on, for the whole organization from the settings panel on the clients page.

Two new things in email automations.

Notify staff

Add a Notify staff step to let people on your team know when someone reaches it, for example when a first-time donor gives $1,000 or more. Choose who to tell, whether in the app, by email or both, and add a short note. Each person gets the email in their own language, and can turn these alerts off in their notification settings.

See how automation emails do

Automation emails now record when they're delivered, opened and clicked, and when they bounce. If an address bounces permanently or someone marks the email as spam, they stop getting your emails, the same as with campaigns.

You can also branch on it: add an If/Then step that checks whether someone opened, or clicked a link in, an earlier email. Put a wait before it so people have time to open the email.

If one of your services is a class that meets on several dates, like a weekly English class or an 8-week workshop, you can now take attendance for it instead of adding a new entry for every class.

• Turn it on per service. In the service's settings, switch on Track class sessions and attendance. Each person then has one entry: their enrollment in the class.
• Take attendance in a minute. Press Take attendance, pick the date (today by default), and mark each person present or absent, with Mark all present for a full room. You can go back to any earlier date and change it.
• See it on one line. A new Attendance column shows how many classes each person came to, like "6 of 8". Click it to see exactly which classes they missed.
• Download it for funders. Export the attendance as a spreadsheet, one row per person per class.

Mobile carriers review every organization's text messaging registration, and they look closely at how people agree to receive texts. We've made that clearer, so registrations go through the first time.

• Your own text message terms page. Your organization now has a public page with your terms and privacy details for texting. Your registration links to it, so carriers see your organization as the sender.
• Consent boxes on public forms start unticked. People tick the text message boxes themselves, and a short notice under the boxes explains what they're agreeing to. Leaving a box empty no longer opts someone out of texts they agreed to earlier.
• A script for staff. When you record that someone agreed to texts in person or by phone, HumanixOS now shows a short script to read to them first.
• STOP means stop. When someone replies STOP, they now stop getting every kind of text from your organization, not just promotional ones.
• See why a registration was turned down. If carriers reject your registration, the reason now appears on the Text messaging settings page.

You can now add a Grant tasks card to your dashboard to see where your grant work stands without opening each grant.

• Adding it: choose Customize, then Add Card, and pick Grant tasks under Ready-made cards.
• What it shows: how many tasks are open, overdue, due in the next 7 days, and finished in the last 30 days, with open tasks broken down by priority so urgent work stands out.
• Up next: the five tasks to act on first, overdue ones at the top. Click one to open that grant's Tasks tab.
• Everyone or mine: switch between all of your organization's tasks and the ones assigned to you. The card remembers your choice.

Tasks on archived, rejected or closed grants are left out. The card appears for anyone who can view grants.

An item's type is now simply its category, such as Food or Clothing, and it's easier to put an item in the right one.

Change the category until the item is given out

You can now change an item's category even after you've received stock of it. It locks once any of the item has been distributed, so your funder reports keep counting those goods under the category they went out under.

Item types describe suggestions

When you edit an item type, its fields are labelled as what they now are: variation fields suggested to new items, and details every item of the type records. Two new switches, Suggest serialized and Suggest tracks expiry, set what new items of the type start with. Changing a type never changes items you've already made.

Safer variation choices

You can't remove a choice, such as a size, from an item's variation field while stock is still sitting under it. Otherwise that stock could no longer be received or adjusted. Distribute or adjust it to zero first.

Items that come in variations now choose their own variation fields, such as size, colour or count. You no longer need a new item type for each product just to get the right fields.

Setting them up

When you create an item and tick Does this item come in variations?, the fields its item type suggests appear as a starting point. Rename them, change them, reorder them, remove them or add your own, up to 3 per item. Changes to the item type later never change items you have already made.

Changing them later

You can add a field to an item at any time, even once it has stock. Its existing variations show the new field blank. A field that a variation already uses can't be removed, and its kind can't change, but you can still rename it or change its choices.

Your existing items keep the fields they had, and their stock is unchanged.

Also fixed

• A stock import row for an item that comes in variations now says why it can't be recorded ("receive it through Receive") instead of showing a database error. The other rows in the file still import.
• Purchase order lines no longer ask for variation fields on items that don't have variations.

The ledger now does the work of the spreadsheet many of you keep beside it.

• Summary. A new Summary tab shows each category's income and expenses month by month for the year, with totals and your net. Download it as a spreadsheet for the board.
• Budgets. Enter a budget for each category on the Summary and see what's left and how much you've used, next to how far through the year you are.
• Donations from Donors. Turn on Show donations from Donors in Ledger settings and the gifts you record in Donors appear in the ledger as income, with no need to type them in twice. They stay in step automatically: change a gift in Donors and the ledger follows. It's off until you switch it on. If you've been typing gifts into the ledger by hand, remove those entries when you turn it on so they aren't counted twice.

If your books separate programs with QuickBooks classes rather than a separate account for each program, you can now map a grant to its classes.

• Where: on a grant's Details tab, the GL Accounts card has a new QuickBooks classes section. Pick the classes this grant's spending is tagged with and save.
• Classes only: the grant's actuals are every expense booked to those classes, whatever the account.
• Accounts and classes: each mapped account counts only its activity in those classes, so a shared account like Program Services can be split between grants. The account's percent and cap still apply.
• Accounts only: works exactly as before.

The card says which rule applies, and the Budget page's By Grant tab marks grants whose actuals are narrowed by class. If your QuickBooks company doesn't use classes, the card says so. You can turn on class tracking in QuickBooks settings.

Whether an item needs a serial number for each unit, or an expiry date when it's received, is now a switch on the item itself instead of something decided by its item type.

Two new switches on every item

• Serialized: receiving asks for one serial number per unit, and each unit is tracked on its own.
• Tracks expiry: stock must be received with an expiry date.

When you create an item, the switches start from what its item type suggests, and you can change them for that item. You can change them later too; only stock received afterwards is affected. Your existing items keep the settings they had.

Receiving

Every receipt now offers an optional expiry date and lot number, whatever the item, so you can record them when you have them.

Also

• Purchase orders ask for expected serial numbers only for serialized items.
• Serialized items can no longer be given a quantity on hand when they're created, because each unit needs its serial number. Receive them instead.
• A stock import row for an item that tracks expiry needs an expiry date, the same as receiving it.

Two things that did not work the way they should:

• The ledger Summary tab came up empty when you opened or reloaded it directly in the evening. It now loads fully every time.
• Sharing a report with a teammate sent them to a "page not found". The link now opens the report. The same goes for a shared form submission, which now opens its form.

Also: an item that already had variations recorded (sizes, conditions) but was never marked as having them now shows those variations on the Receive form, so new stock lands on the right one.

Variations can now carry their own cost, the way they already carry their own retail price. If you buy a Red 500ml and a Blue 1L at different prices, you no longer have to correct the cost on every receipt.

• Setting it: when you create an item with variations, each row has a Cost box. Leave it blank to use the item's cost. You can also set or clear a variation's cost from the item page.
• Receiving: the cost box fills in from the variation you pick, falling back to the item's cost.
• Remembering: type a different cost for one variation on a receipt, and that variation remembers it next time. Its siblings keep using the item's cost.
• Purchase orders: a line that names a variation fills in that variation's cost, unless you've already typed one.

Email automations can now start by themselves when something happens, instead of someone enrolling people by hand.

Choose what starts an automation

• A donation: any gift, a donor's first gift, or recurring gifts. You can also set a minimum amount or pick a fundraising campaign.
• A form: when a submission of the form you choose is approved and linked to someone in your records.
• An event registration: when someone in your records registers for, or checks in to, the event you choose, or any event.

People are enrolled within a couple of minutes. Imported records never start an automation, so bringing in years of past donations won't email anyone.

Set a goal

In an automation's new Settings, turn on "Leave when they donate". Anyone in the automation who then gives leaves it straight away, so a "we miss you" series stops as soon as it has worked.

Once per person, unless you say otherwise

By default, someone who has been through an automation isn't started on it again. A monthly donor gets the welcome series once, not every month. You can allow repeats, with a waiting period, in Settings.

Donors who aren't linked to a person in your records are reached at their donor email address. Anonymous gifts, and donors marked "do not contact", are never enrolled.

Your email plan includes a number of emails each month. You can now see how much of it you've used, and campaigns won't go past it by surprise.

Emails this month

• Settings > Email sending now shows how many emails you've sent this month out of your plan's allowance, with a bar that turns amber as you get close and red when you're nearly out.
• Campaign and automation emails count. Test sends and account emails (like password resets) don't.
• The count starts again on the 1st of each month.

Sending a campaign

• When you press Send, the confirmation tells you if the audience is bigger than what's left this month.
• A campaign that doesn't fit is stopped before anything goes out, with a message saying how many emails it needs and how many are left. Nothing is half-sent. Move to a bigger plan, or wait for the new month, and send it again.
• A scheduled campaign that doesn't fit is marked as failed at its send time, with the same explanation.
• If sending a campaign is refused for any reason, you now see why. Before, some refusals looked like the campaign had been queued with no recipients.

Automations

• If you reach your monthly limit, automation emails wait instead of being skipped. They go out when the new month starts, or within minutes of moving to a bigger plan, and the automation carries on from there.

Permissions

• Sending, scheduling, pausing and resuming campaigns now follow the Email Builder permission in your roles, so people without it can't send campaigns.

A round of fixes from our latest review sweep.

Reliability

• Pages no longer fail now and then with a "Bad Gateway" error.
• If a page can't load your account or organization, you now see a clear message with a Try again button instead of "Page not found".

Activity log

• Creating, changing and deleting email campaigns, automations, forms, reports, inventory items and households now shows up in the Activity log.

Reports

• Household rows count the family members they list, and exports match what you see on screen, column for column.
• The "over time" chart groups by day, week or month depending on the range, and shows the year when the range crosses one.
• City and state charts now include an "Other" row, so their totals add up to every delivery.
• "View report" in the ready notification opens the report itself.

Emails and automations

• Automation conditions let you pick an email list from a menu instead of typing an ID.
• When choosing people for a campaign by hand, you can now search the list.

Households and forms

• Changing the head of a household keeps the previous head in the household as a member.
• A new household suggests a name from the head's surname.
• The form preview shows the household questions the public form asks.

Settings and inventory

• Household fields, Inventory and Event types settings now appear in the Settings menu.
• A new inventory item gets a SKU automatically if you leave it blank, and variants are listed in a sensible order.

New free trials of HumanixOS now last 30 days instead of 60. You still get full access to every feature during the trial, and there is still no credit card required to start.

• Already on a trial? Nothing changes for you. If your organization started its free trial before this change, you keep the full 60 days you signed up for. Your countdown, your billing page and our reminder emails all show your own trial's length.
• Better-timed reminders. We now send the first "your trial is ending" reminder two weeks before the trial ends, then one week before, the day before, and when it ends. You won't get a reminder on the same day you start.
• Subscribing early still costs nothing extra. If you choose a plan during your trial, your first charge still waits until the trial is over, unless you choose to start billing right away.

Two fixes for things that quietly went wrong for people in the Americas and for anyone who edits their custom fields.

• Dates no longer show a day early. Volunteer hours, a volunteer's date of birth, the dates on a person's service history, grant deadlines and start and end dates, report due dates, task and compliance due dates, receipt dates on purchase orders and the automation activity chart all showed the day before the one you entered if your computer's time zone is west of Greenwich. They now show the day you entered, wherever you are.
• Saving a field list keeps your dropdown choices intact. Adding or removing a household field or a distribution field used to rewrite the stored value of every dropdown choice on the other fields, so records that already held a choice stopped matching it. Choices now keep their stored values; only the wording you edit changes.

A sweep through email, text messaging and reports:

• Email builder. Typing in a text block and then saving or previewing no longer freezes the page, the preview pane shows the rendered email, and Send Test tells you when a test could not be sent (an unusable address, a demo account) instead of reporting success.
• Scheduled campaigns. A scheduled campaign can now be taken off the schedule from its card menu or its page. It returns to a draft you can edit, reschedule or delete.
• Automations. An automation with an unfinished If/Then or action step can no longer be switched on; the checklist names the step to finish. The Enrollments tab shows newly enrolled people as soon as the dialog closes.
• Text messaging. The Consent page lists consent for every purpose (with a purpose filter and column) and searches your whole list. A draft campaign can be started from its saved list or segment, or deleted. A campaign's page counts every recipient, including skipped ones, and agrees with the campaign list.
• Reports. The PDF's headline total is the number of people in the report, its header names the report type in plain words, and Create Report waits for the AI summary to finish before saving.
• AI search. Asking about a state works whether your records say "VT" or "Vermont".
• Smaller fixes. Content blocks refresh after a save and label their type; email lists, the schedule confirmation and automations use your organization's own word for its people; "Mark all as read" reports how many notifications it marked; drag-and-drop editors no longer log a hydration warning on load.

A round of fixes across events, service records, forms and the calendar.

Events

• Event templates open again. The templates list and each template's page showed an error as soon as you had saved one; both work now.
• Creating an event now offers your organization's own event types (the ones under Settings > Event types), and the type filter on the Events page lists them too. Before, both showed a fixed built-in list, and picking from it quietly added a new type to your settings each time.
• A new event template no longer starts with a hidden "Fundraiser" type attached.

Service records

• Date fields on the service records grid save when you type a date or pick one from the calendar. They used to show the new date and then lose it on reload.
• Amount fields accept what they display: typing "$1,000" into a currency cell now saves one thousand instead of being ignored.
• The field list in Edit Service Config names each field's type ("Short Text", "Currency") rather than showing an internal key.

Forms

• A form you saved as a draft and came back to later publishes at the web address built from its title, not at a temporary "draft-…" address.
• Choosing a form type no longer leaves an empty draft in your Forms list if you walk away before adding anything.
• Forms set to "Review before adding" now check each submission against the people you already have, so the review screen shows likely matches and lets you link to an existing person instead of creating a duplicate.
• Denying a submission from the list asks you to confirm first, and quick approvals and denials no longer add an automatic note to the submission.
• The Forms pages load faster: they no longer download your whole client list just to show the forms.

Calendar

• Service records created by an event no longer show a misleading time of day on the calendar.
• Clicking an event in the calendar's day panel opens that event.

Surveys

• The answer-type badge on each survey reads "Yes / No" or "Rating" instead of an internal key.

When you build a form for a household service, the questions asked about each family member now appear on the canvas as real questions instead of a row of labels.

Open the "Person 1" card to see each question the way a family will: a long answer gets a text box, a choice question lists its choices, and dates and numbers look like dates and numbers.

These questions still belong to the service, so the section says so and links straight to the place where you add, remove or change them.

A round of fixes across grants, donors and the finance ledger:

• Add Donor no longer crashes the page when you click Create with the form empty; it now points at what is missing.
• The Compliance and Reports pages under Grants load again, and both are now linked from the grants navigation bar, next to Pipeline.
• Every grant has a Budget tab where you can set up a budget, add categories and entries, and request reallocations. The burn-rate card appears once a budget exists.
• Add Note and Upload Document on a grant work again.
• An archived grant can be restored: tick "Show archived" on the grants list, open the grant, and choose Restore.
• Searching donors by full name ("Jo Davis") finds the donor, in the donors list and in the Record Donation picker, and the donation search box now searches instead of listing everything.
• A grant opportunity can be saved without a minimum or maximum amount.
• In the ledger, a new row is saved once it has an amount, and it stays where you typed it instead of jumping to the top while you are still filling it in.
• Connect Calendar on a grant now opens Connected apps.

A round of fixes across Inventory, found in a full review of the module.

• Customizing a built-in item type now works even when your items already hold stock. It used to fail with an error for exactly the types you had been using.
• Recalled stock no longer counts as available. Item pages, the items list, the on-hand report and the Distribute form show only what can be handed out, with recalled units called out separately on the item page. A distribution that runs into recalled stock is refused in plain words instead of an internal id.
• Receiving part of a purchase order keeps the order open, so the rest can still be received against it. The order is marked received once every line is complete, and the Receive page pre-fills what is still outstanding.
• Purchase orders have a "Mark as open" button and, once open, a "Receive against this order" button, so a new order no longer needs Edit to move forward. Statuses read as words everywhere.
• Printing a pick sheet or the on-hand report now prints just the sheet: the sidebar and top bar stay off the page and wide tables fit on it.
• The Receive and Distribute forms say what is still missing when the button is disabled: which line, and which field.
• Recall pages and recall notices name the item that was recalled.
• Cancelling a physical count asks first, and the review dialog reads correctly when every count matches.
• Money columns in the on-hand and distributed CSV exports are rounded to cents.
• Smaller fixes: custom fields in the distributions list show their labels, the item page shows stock handling and recall status in words, dates in purchase orders, transfers and recipient history match the rest of Inventory, monthly totals on the distributed report show the month name, and a purchase order records who created it.

Your HumanixOS account plan, email plan and text messaging plan are billed separately, and until now each one renewed on the day you bought it. Three charges on three different days of the month is noise for whoever does your books.

From now on, a new email or text messaging plan renews on the same day of the month as your account plan (or, for organizations without an account subscription, on the day your first add-on renews). The first payment covers only the days until then, and the checkout page says so before you pay.

Plans you already have can be moved too. Settings > Plan and billing now has a Billing day row under Add-ons. When your plans renew on different days, an owner or admin can move the add-on plans onto your account plan's day in one click. The unused part of the current period is credited on the next invoice, nothing is charged that day, and the change shows in the Activity log.

A round of fixes across People, Households and Imports from our latest review sweep.

Finding and adding people

• Searching for a person by their full ID (for example CL26-0022) now finds them.
• The People page no longer fails to load when a saved view was stored in an older format.
• Adding a person now asks for at least a first or last name, and an email address has to look like one — whether you add someone from the Home page, the Add People grid, or edit a cell inline. Fields you never filled in are left empty instead of being saved as 0 or "No", so reports no longer count untouched answers.
• A person with no name is shown as "Unnamed" on their page and in the delete confirmation, rather than a blank line.

Reports

• The summary on a People report (total, average age, top cities, gender and ethnicity) now covers everyone in the report, not just the first page that was loaded on screen.

Households

• When the head of a household is deleted and another member takes over, that member is no longer listed twice.
• Saving a household's edit form keeps what you typed on screen until the page changes, so a slow save no longer looks like it failed.

Imports

• The review step now flags a row with a bad email address or an impossible date so you can fix or skip it before importing.
• A two-letter state that isn't a real state code (like "ZZ") is kept as typed instead of being turned into a real state.
• An import in which no rows could be saved is recorded as Failed, without a Rollback option.
• The Skipped column in the import history counts the rows you left out on the review step.

Dashboard

• Dashboard cards load their data once per visit instead of twice.

Service reports are the document you send to a donor or grantor, so we reworked them to read like one.

The figures come first

• A saved service report now opens with its headline figures: people served and families served for a family program, the number of people served for a program that serves individuals, and the number of deliveries.
• Exported PDFs and Excel files lead with the same figures, followed by your report summary. The Excel file now opens on its Summary sheet. CSV files stay a plain data table, so they still import cleanly anywhere.
• The AI-written summary now writes numbers as numerals ("5 families", "20 people"), the way a funder expects to read them.

Who was in each family

• When a report on a family program is created with personal information included, it now lists each family's members and what you recorded about them, such as sizes and wishes. It appears in the report and in its exports.
• Reports created without personal information show family counts only, as before, and "Exclude personal information" on export removes the family details too.
• Family details are never sent to the AI that writes the summary. It only ever sees totals.

One set of charts

• A saved report no longer shows the same timeline and location charts twice. The charts you see when creating the report are the report's charts, and you can still add, edit or remove them.
• New reports include a chart for each of your service's choice fields (dropdowns, multi-selects and yes/no questions), showing how many deliveries recorded each option.

A round of fixes across Settings, sign-in and the public pages:

• Data export tells you why an export could not be finished, instead of only asking you to start a new one.
• Team no longer sends an invitation to someone who is already a member; the invite form says so.
• Billing and Team now count seats from the same place, so the two pages agree.
• Turning a module on or off is recorded in the Activity log, and opening a page of a module that is off shows a proper "not found" page.
• The Activity log reads more naturally: a downloaded person record is described as the record, a stock count as the count, and the volunteer hour value as an organization setting with its before and after values.
• Outbound webhooks must use an HTTPS address, and a rejected address is explained in plain words.
• Branding checks that a colour is a valid hex value before you can save it.
• The changelog page now shows recent weeks and links each earlier month to its own page.
• In French, the team roster, the profile page and several buttons read correctly.

The Text messaging pages in Settings now follow the same layout as the rest of Settings: one column of settings, each with a short explanation and its control beside it.

• Overview shows where your carrier registration stands, your SMS plan, and links to templates and campaigns. Changing or cancelling the plan happens from one Change plan button.
• Set up walks through the same steps as before, with Back and Next in the bar at the top. Leaving mid-way now asks first.
• Numbers, Preferences and Usage are laid out as rows. Preferences saves from the bar, and tells you when there are unsaved changes.
• Consent and Messages list one person or message per row instead of a wide table, so they read well on any screen.
• Every change on these pages now appears in the Activity log.

A round of fixes across volunteer management:

• Removing a volunteer works again. Removal failed for anyone who had joined through an application or an invitation, leaving them in the list.
• Rejecting an application works again, and the applicant's status page now shows the same contact address as your application form.
• The hours report no longer puts a dollar value on voided or rejected hours. With "All statuses" selected those hours are still counted, but the value and the grant export cover only the hours that stand, and the export says so.
• All recorded hours are reachable. The hours page now shows how many entries there are and loads more on request, instead of stopping at the first 100.
• The check-in kiosk names its shift and its time, so two kiosks are easy to tell apart, and it waits for the check-in window instead of scanning for a shift that has not opened.
• Inactive volunteers are labelled in the volunteers list and in the shift assignment dialog, so it is clear why they cannot be assigned.
• New volunteers land on their portal right after creating their account, without signing in a second time.
• Error messages now say what went wrong ("Invalid email address") instead of a bare status code.

Event reminders, form follow-ups and recall notices sent by text count toward your monthly text message limit, just like texts your team sends. Until now, once the limit was reached they simply stopped, and nobody was told.

• A new Delivery issues page under Settings > Text messaging lists this month's automated texts that weren't sent, grouped by where they came from (event reminders, form follow-ups, recall notices) and why. Each reason says what to do about it (for example, raise your SMS plan when the monthly limit is reached) and links to the events and forms it happened on.
• An optional daily nudge. Owners and admins can turn on "Daily nudge about unsent automated texts" in Settings > Notifications to get at most one in-app notice a day when some automated texts weren't sent, linking to the Delivery issues page. It's off unless you turn it on.
• The event's Reminders tab and the form's Follow-ups page now say how many texts weren't sent this month, and why, such as "3 reminder texts weren't sent this month: SMS limit reached", with a link to the Delivery issues page.
• Follow-up texts are only offered where they can arrive. A form that doesn't link the people who fill it in to client records (feedback and check-in forms, or an immediate follow-up on a form you review first) can send follow-ups by email only. Any text follow-up already set up on such a form is marked as not deliverable.
• Immediate follow-up texts now reach the client the submission was matched to. Previously they could fail even when the form linked a client.

A campaign's results page now shows clicks for each button and link in the email, not just for each web address.

• Every button and link has its own row, named by its text as sent, such as "Donate Now". Two buttons that go to the same page are counted separately, so you can see whether people use the big button at the top or the link at the bottom.
• When the same text appears more than once, the rows are numbered ("Donate Now (1)", "Donate Now (2)") in the order they appear in the email.
• The list is no longer cut off at ten links. Use Show more to see them all.
• Open a row to see who clicked it, when, and how many times. This needs permission to export client data; everyone else sees the counts.

This applies to campaigns sent from now on. Earlier campaigns, and clicks on emails written without the email builder, are still listed by web address.

The Export switches on the Permissions page now each control a specific download, and they say which one. Hover any Export switch to see exactly what it covers, for example the service records spreadsheet, a generated report or the inventory stock lists.

Turning Export off for a role now actually stops that role from downloading. The service records spreadsheet, the inventory on-hand, distributed and count variance files, and the downloads from AI search results all follow the Export switch for their area. Before, some of these downloads were open to anyone who could see the page.

Areas that have nothing to download no longer show an Export switch, so the page only offers choices that do something.

The full organization data export, which downloads every record your organization holds in one file, is now clearly marked on the Settings row. Turning a whole column of switches on or off no longer changes it; it only changes when you flip its own switch. New custom roles no longer get it by default.

If a role on your team relied on one of these downloads, an owner or admin can turn Export back on for that role on the Permissions page.

Moving to HumanixOS usually means rebuilding your paper or PDF intake form field by field. Now you can upload it instead.

• On the Imports page, choose Fields from a document, pick where the fields should go (your client fields or one of your services) and upload a PDF, Word (.docx) or plain text file.
• AI reads the document and proposes the fields it collects, with the right type for each one and the answer choices when the form lists them ("circle one", check boxes).
• Review the list and add the fields you want in one click. Fields you already have are marked so you don't create duplicates.

The same Upload a document option is also in Generate with AI wherever you add client or service fields.

Only the field setup is created: nothing on the document is imported as client or service records, and the file isn't kept. Scanned documents without selectable text can't be read yet.

Grant reports no longer start from a blank page. Set the reporting period on a report, open the Content tab, and each section now has a Draft with AI button. The draft is written from what you have recorded for that grant during that period: spending in its budget tracker and any ledger entries tagged to it, goods distributed from inventory the grant paid for, grant tasks, upcoming compliance deadlines and the next report due. It appears in the field as it is written, in your language, and you edit it from there.

Draft empty sections fills every section you haven't written yet, one after another, and leaves the ones you have alone. If a section already has text, drafting it asks first before anything is replaced.

The draft only uses figures your records hold, exactly as they are recorded. It never estimates a number, and it never says how many people were served, because a grant isn't linked to the people it reached. Where a section needs something only you know, such as the reason behind a budget variance, the draft leaves a bracketed note for you to fill in. If nothing recorded bears on a section, you're told so and it's left for you to write.

Financial reports now also have a Projections section, drafted from the grant's spending so far.

This release also fixes the report form, which could move the reporting period and due date back by one day when an existing report was edited and saved.

Family registration forms can now ask for the household fields you've set up in Settings, such as housing status, primary language or referral source.

• In the form builder, a family registration form lists your household fields alongside everything else. Add them like any other field, reword the question for the form, and mark it required.
• If a household field is required for every household, the builder tells you when it isn't on the form yet, so no registration gets stuck waiting for an answer nobody was asked.
• Families answer with the right kind of control: a list to choose from, boxes to tick, a date picker. The fields follow the form's language and appear on the printed version too.
• When you approve the registration, the answers are saved on the new household. You can see them on the submission before you approve.

Settings has a new layout. Every page follows the same pattern: a short list of settings, each with a one-line explanation and its control beside it, and the page's buttons in the bar at the top. Search at the top of the menu finds any setting by name.

• Roles and permissions: each role has its own page. Pick one level per area (No access, View, Edit, or Edit and delete) instead of a grid of switches, and see exactly what will change before you save.
• Activity log: every entry reads as a plain sentence, grouped by day, with filters for person, area and date, and a download for owners and admins.
• Export data: exports are prepared in the background, so large organizations no longer time out. You'll get a notification and an email when yours is ready, and it now includes inventory, households, text messages, financials and your custom field definitions.
• Plan and billing: see how many users and people you have against your plan's limits, and the exact amount you'll be charged or credited before you change plans.
• Connected apps, Calendar feeds and Webhooks each have their own page.
• If you try to leave a page with changes you haven't saved, HumanixOS asks first.

Setting up text messaging from Settings → SMS was stopping with an error before your organization's registration reached the carriers. That is fixed.

The setup form now asks for your organization's industry. Nonprofits and government agencies have it filled in for you, and you can change it.

The carriers check your organization against the address on your organization profile, so setup now uses that address. If any of the street, city, state or ZIP code is missing, the form tells you before anything is submitted. You can fill it in under Settings → Organization.

Carrier approval still takes from a few business days to about two weeks. While you wait, the setup page shows where your registration stands, and Check status now gets the latest answer. Once your organization is approved, your messaging campaign is sent for carrier review without you doing anything.

Text messaging setup is not yet available for sole proprietors.

Setting up texting now starts with choosing your SMS plan, and you can manage that plan yourself afterwards in Settings > SMS.

• Compare Starter, Growth and Team: the monthly price, how many texts a month each includes, and how many phone numbers you can hold.
• Before anything is charged you'll see exactly what you'll pay and when: the monthly price today, then every month on the same date.
• Once your payment goes through, you finish the registration with the carriers as before. If the payment doesn't go through, nothing is registered.
• Switch plans at any time. Moving up or down charges or credits the difference for the rest of the month straight away.
• Cancelling keeps your plan until the end of the month you've paid for. Your carrier registration and phone numbers are kept, so you can subscribe again without registering again.

Owners and admins can buy and change the plan. Organizations that were already set up for texting keep working as they are.

Service templates now let you set up what you record about each person in a family, not just the fields for the delivery as a whole.

• Edit on a template shows its family member fields, so you can add, rename, reorder or remove them without saving the service as a new template.
• New Template can include family member fields from the start.
• The field count on each template now includes its family member fields.

The section appears when Households is turned on for your organization.

When you're entering data in the clients table or a service's entries table and realize you need one more column, you no longer have to leave the grid. Click the + at the right end of the column headers, give the column a name and pick its type, and it appears immediately, ready for you to start typing.

The column is the same custom field you would get from the field settings, so you can still rename, reorder or organize it there later. The + only shows for people who are allowed to edit the client or service setup.

Adding a class cohort or a program group to an event meant one pass through the Add attendee dialog per person, choosing the same timeslot, role and status every time.

You can now pick as many clients as you like in one go. Search, pick, search again; each person you choose appears as a chip under the search box. The timeslot, role, status and notes apply to everyone in the batch.

Seats are filled in the order you picked people. If the event or timeslot runs out of room part way through, the rest are waitlisted, and the result shows you exactly who landed where. Someone already registered for that timeslot is skipped rather than added twice, and if one person can't be added the rest still go through. The people who couldn't be added stay selected so you can fix the problem and retry just them.

A single client add now respects the event's capacity the same way.

Emails sent by automation workflows now carry the same opt-out tools as your campaigns. Each message has an unsubscribe link at the bottom, and supports the one-click unsubscribe button that Gmail, Yahoo and Outlook show beside the sender.

If you put {{unsubscribe_url}} in an automation template, it now becomes a working link. Before, it came out blank.

Your organization has one unsubscribe list, shared by campaigns and automations. Anyone who has unsubscribed, from either, is no longer emailed by your automations. They leave the workflow quietly instead of showing as a failure.

A new email campaign no longer starts out addressed to everyone with an email address. You choose who it goes to, and before a campaign is sent or scheduled you now see how many people will receive it and confirm. Nothing goes out until you do.

Drafts now remember who you chose, including the exact people you picked by hand, so reopening a draft no longer means choosing again. Duplicating a campaign keeps every email list it used, not just the first.

Names with characters like "&" now appear correctly in subject lines and in the body of your emails, instead of showing odd codes. Web addresses in plain-text campaigns are now clickable links, and clicks on them are counted in your campaign's results. Links whose addresses contain "&" now take people to the right page.

We also removed the "send-time optimization" switch from the campaign editor. It never changed when a campaign was sent, so it should not have been there.

Email automations used to send their first email and then stop. Now they run all the way through: after a wait, the next step happens automatically, in your organization's time zone, and each email goes out once and only once.

You now enroll people by choosing clients rather than typing email addresses, so their names fill in your emails. Anyone without an email address, anyone who has unsubscribed, and anyone already in the automation is skipped, and you see who was added and who was not.

Before you switch an automation on, we check it for you and list anything missing, such as an email step with no email chosen. Your plan now sets how many automations can be active at once, and the Automations page shows how many you are using.

We simplified the steps you can add to the ones that fully work today: trigger, send email, wait, condition, update a field, send a webhook, and exit. Only people allowed to edit emails can build, switch on, or enroll people in automations.

Email campaigns sent to more than a thousand people could quietly stop at the first thousand, while the campaign still showed as sent. Choosing "All People" for a large organization could fail to build the audience at all. Both are fixed: a campaign now goes to everyone on its list, however large the list.

Anyone who has unsubscribed is always left out, including people who unsubscribe while a large campaign is still going out. If the unsubscribe list can't be checked for some reason, the email waits instead of being sent.

Scheduled campaigns now send at the time you chose. Before, a scheduled campaign stayed scheduled and was never sent.

When you press Send, the confirmation now tells you how many emails are on their way. A campaign only shows as sent once every email has actually gone out, and its numbers and progress bar count everyone on the list.

You can now set your organization's default sender in one place: the name your emails come from, the address they are sent from, and where replies go. You'll find it on the email sending settings page, next to your sending domain, with a preview of exactly how the From line will look to the people you email.

New campaigns start with these details already filled in, so you no longer retype them every time. You can still change them for any one campaign. If your organization has its own verified domain, new campaigns send from your address by default.

Every campaign now has a reply address. If you don't set one, it defaults to a no-reply address on your sending domain (for example noreply@yourdomain.org), which does not accept replies, so set your own if you want to hear back from the people you email. Campaigns with no reply address of their own use your organization's default, and test emails now come from the same address, with the same reply address, as the real campaign.

Automated emails now show people's names and details exactly as written. A name containing characters like "&" or "<" no longer turns into formatting or odd codes.

When you added someone to an event who wasn't in your records yet, the only option was a name and contact details typed onto the attendee list and attached to nothing. That person had no record to find next time — so you typed them in again at the next event — and on an event linked to a service they never appeared in the service or counted toward people served.

That option is gone. To add someone who isn't on file yet, search for them as usual and choose to add them as a new person. Before anything is created you'll see people on file who look like them, so a returning visitor is linked rather than entered twice.

People added the old way aren't left behind. If an event still has attendees who aren't linked to anyone, the attendee list says how many and offers a review. For each one it shows who they most likely are, and you choose: link them to that person, add them as someone new, or — if they're already on the list — merge the extra entry into their registration. Merging keeps their check-in, so nobody who turned up is marked as missing. Nothing changes until you choose, and once linked they count on the event's service just like everyone else on the list.

This matches what already happens when someone checks themselves in, so every way onto an event produces the same thing: a person you can find, serve and report on.

Notifications now appear in the language you've chosen for HumanixOS. That includes the title, the message and the button, so an invitation, a finished import or a volunteer's hours read in French or Spanish when that is your language. Switching language changes your whole notification history, not only new notifications. Very old notifications that we can't rebuild stay as they were first written.

When a teammate shares something with a personal note, the note appears exactly as they wrote it.

The starting categories for the finance ledger are now created in your organization's language. As before, you can rename, deactivate or delete any of them.

When a family registration form has pending submissions, each one now shows what approving it will do, without opening Review: a green note for a new family, a blue note naming the family already on file that the registration continues (with how many people are in it and how many are on file), or an amber note when the applicant heads more than one family.

The amber note opens Review, where you choose which family the registration is for. Quick approve waits until you have chosen. These notes are a preview: Review and approval check again before anything is saved.

When an event is linked to a service, everyone who registers or attends should appear in that service. Sometimes they didn't, and nothing told you. A record could fail to save in the background, a QR scan check-in never wrote one, and people who registered themselves before mid-September were never counted at all.

The event page now shows how many of the people served have a service record. When the numbers disagree, a Reconcile button makes the service match the roster: it adds the missing records and removes any for people who are no longer registered or attending. Records you entered by hand on the service are never touched.

Every place that adds or changes a registration now tells you right away if the service record could not be saved, so you can reconcile instead of finding out at report time. Service records created from an event are now dated to the event, not to the day they were saved.

When someone checked in at the door and wasn't found on the roster, they were added as a name and phone number attached to nobody. They showed as attended on the event, but they never reached the linked service, never got a client record, and had to be typed in again at the next event. If they were already a client, the roster showed them twice.

Check-in now looks for the person among your clients first, using the same matching rules your registration forms use. A confident match is checked in on their existing registration. Someone new becomes a client on the spot, with just the name and contact details they gave you. Either way, if the event delivers a service, they count as having received it.

The same check-in link can no longer be used twice at once, so two taps on a busy tablet cannot create two people.

Owners and administrators now get a short email every Monday morning with what happened in their organization the week before, compared with the week before that:

• New clients, services delivered and form submissions received, plus how many submissions are still waiting for approval.
• Events held and coming up, and imports completed.
• Grant pipeline changes and grant dates in the next two weeks, donations recorded and cash raised, and volunteer hours credited, for the parts of HumanixOS your organization uses.
• Who on your team was most active.

Each digest also lists what's new in HumanixOS since the last one, so new features don't pass you by. A week with no activity sends no snapshot, only the product updates when there are some, and nothing at all otherwise.

The digest arrives in your own language. To stop receiving it, use the link at the bottom of the email or turn off Weekly digest email in Settings > Notifications.

Adding an attendee to an event used to only let you pick someone already in the system. If they weren't there yet, your only option was a standalone row with just a name and contact info — it never became a real client record, so it wouldn't show up in that person's history or count toward service delivery.

The "Existing profile" tab now lets you create the person on the spot. Start typing a name, and if nobody matches you'll see an option to add them as a new client — with the same duplicate check used elsewhere, so you're warned before creating a second record for someone who's already on file. The new person is registered immediately, just like picking an existing one.

If you read HumanixOS email on a phone with dark mode turned on, some messages arrived looking broken: the logo at the top showed as a bright near-white block with the wordmark barely visible, and the body of the message came through darker than intended.

That affected every email we send — verification links, password resets, invitations, receipts, form notifications and campaigns alike.

Our emails now tell your mail app how they are meant to look in both light and dark mode, and the logo carries its own background so it renders the same way whichever mode you are in.

Client reports and service reports have had a Generate AI summary button for a while. Event reports did not, so anyone writing one up after an event started from a blank box.

Now they have one too. Open an event, choose Generate report, and the Summary field has an AI summary button beside it. The summary appears as it is written, and you can edit it before you save the report.

It writes about what the event actually recorded: how many people came against how many places there were, how turnout was spread across timeslots, who was waitlisted, how many people checked in, and, when the event is attached to a service, how much of it reached a service record. Where your attendees are linked to client records, it can also describe who the event reached in aggregate.

No attendee's name, email, phone number or notes are ever sent to write it. Only counts and percentages leave your database, and the summary is written in your own language.

Households could record that someone was a Guardian, a Child or an Adult. That says what a person is allowed to do — who may give consent, who can collect a delivery — but it cannot say that the woman raising four children is their grandmother.

You can now record a relationship alongside the role, for the head of the household as well as for each member. Pick from a list — parent, grandparent, foster parent, sibling, grandchild and more — and add your own wording beside it whenever the list does not fit the family.

Relationships appear on the household page, on a client's household card, on the family roster, and on the printed family sheet — so a volunteer at the door can see they are meeting a grandparent rather than working it out from "Guardian".

Nothing about permissions changed: roles still decide who may act for a household, and any notes you have already written are untouched.

Importing a large file used to mean watching a spinner with no idea whether anything was happening. The import wizard now shows a progress bar with a running "rows imported" count for each step of the import, so you can tell a big file that is working from one that is stuck.

If your connection drops partway through, the wizard no longer reports the import as failed. It keeps checking with the server until that step finishes and then tells you what actually landed, so you are never sent to re-import a file that already went through.

Creating or editing an inventory item now happens on its own page instead of a pop-up window. The whole form, including every variation, scrolls with the page, so the Create button is never hidden below the fold. You can refresh the page or come back to it with the browser's Back button, and if you try to leave with unsaved changes we check with you first.

You can also enter how many you already have while you create the item. Each variation has a "Quantity on hand" box, and an item without variations has one. Leave it blank if you have not counted yet, or type 0 if you have none. The stock goes to the item's default location, or your organization's default location if the item has none, and shows in the item's history as stock you already had.

We also fixed receiving for items without variations whose item type marks a variation field as required. The Record Receipt button stayed greyed out for those items, so their stock could not be received.

Merging two records for the same person used to lose their event history. The attendance would come unattached from the record you kept and reappear on the roster under the duplicate's name — or, if neither record had an email or a phone number, the merge would fail outright and the duplicate couldn't be cleaned up at all.

Event attendance now moves to the record you keep, along with check-in times and attendance status, and the confirmation screen tells you how many event registrations are about to move before you commit to the merge.

When a form charges a registration or ticket fee, paying used to drop people back on a blank copy of the form with nothing to say whether it had worked.

Now the page they land on confirms the payment as soon as it is recorded and tells them they're registered. If the payment is still being confirmed, it says so and keeps checking. If they cancelled, or the payment window closed before it went through, the page says nothing was charged and offers a way to try again. The confirmation appears in the language the form was filled in.

Separately, submitting a public form no longer waits on the follow-up emails the organization has configured before showing the thank-you screen, so submitting feels quicker on forms that send several.

Setting up your own sending domain means adding a handful of records wherever your domain name is managed, then coming back to us to check they worked. Until now, that check gave you one answer for the whole set: verified, or not.

That was not much help if you had added three records correctly and mistyped the fourth.

Each record now shows its own result. You can see which ones we have found, which ones we are still waiting on, which ones we have not looked at yet, and which one has a problem. If a lookup fails for reasons that have nothing to do with you, the page says that too, rather than leaving you to guess.

A few other things on that screen got easier:

• Each record now says what it is for, so you can tell apart two records that sit at the same place and look almost identical.
• The field labels name both of the conventions registrars use, so if your provider calls it "Name" rather than "Host" you are not left hunting for it.
• The page tells you when it last updated, so an old result is never mistaken for a fresh one.
• The records are laid out across the full width of the screen, so long values no longer wrap into a wall of text.

If you attach a feedback form to one of your programmes, the form builder now offers that programme's own fields alongside your other questions — so a survey about Adopt a Family can ask about the things you already track on Adopt a Family, instead of making you retype them as new questions.

Answers to those fields are saved with the response and shown with their proper names when you read the results. They stay with the survey: they don't create or change the programme's service records.

If your organization added Cash App Pay to its donation page, you can now turn it off again from Settings → Integrations, next to the Cash App Pay status.

Until now there was no way back. Once Cash App Pay was active, the only way to stop offering it was to disconnect Stripe entirely — which also switched off card payments, bank transfers and payouts, and meant setting the whole account up again afterwards.

Turning it off only changes what donors see at checkout. Your Stripe account, your other payment methods and your payout schedule are untouched, and you can turn it back on whenever you like without waiting for another review.

If you linked an event to a service after people had already registered, or after the event had already happened, those people never showed up in the service. The event showed its attendance as normal, the service showed nobody, and nothing told you the two disagreed.

That is fixed. When you pick a service on an event, everyone on the roster who counts as served is added to the service straight away, and their record is dated to the day of the event rather than the day you linked it. Switching an event from one service to another now moves the records across instead of leaving both services empty, and unlinking still clears them.

This matters most if you report to funders. Service records are what your people-served totals are built from, so any event you linked up after the fact was quietly reporting short.

Some organization owners opened Settings, then Team, and found no way to invite anyone. No invite form, no pending invitations, and no way to change or remove an existing member. Nothing looked wrong: the page still listed the team and the counts at the top were right, so there was nothing obvious to report.

That is fixed. Owners and admins see the invite form, the invitations tab and the member controls again, and a slow or failing part of the page can no longer take those controls away with it.

If you were affected, you did not need to do anything. Your team and their roles were never changed, only hidden from you.

Every newly created organization used to start in UTC, whatever address it gave, until someone found the setting and changed it. Calendar feeds and reminders for a nonprofit in Rhode Island were stamped GMT+0000.

The sign-up form now works out the time zone from the address you enter and shows it right there, under the postal code, so you can confirm or change it before the organization is created. Existing organizations are not changed; you can set yours under Settings > Organization.

The permissions grid is long: around twenty features across four sections. Once you scrolled past the top, the View, Create, Edit, Delete, Export and Manage headers were gone, and every row below was six unlabelled switches. Getting the column wrong there is the kind of mistake that hands someone access they should not have.

The action headers now stay pinned at the top while the grid scrolls under them, and the section row you are in (Core, Financial, Outreach or Operations) stays visible just beneath. On a narrow window the grid scrolls sideways as before.

On an event roster, a person who had registered once was listed twice: once as a heading and once again underneath with the same name, badge, email and phone. On events without timeslots that meant every single person, so a roster of twelve read as twenty-four.

Each person with one registration now gets one plain line with their status control and actions on it. People registered for several sessions keep the expandable heading that shows how many they attended.

Two changes to how HumanixOS protects your data, both of which come up whenever a funder or a partner asks how you keep client information safe.

Require two-factor authentication for everyone

Two-factor authentication has been available to each person individually for a while. Now an owner can require it across the whole organization: go to Settings → Security and turn on "Require two-factor authentication".

Anyone who has not set up an authenticator app yet is taken to do so the next time they open HumanixOS, and then sent straight back to what they were doing. Nobody gets locked out, including the person who turns the setting on, so you can enable it without coordinating with your team first.

It is off by default, and leaving it off changes nothing: people can still turn on two-factor for themselves.

Better protection on public forms

Public intake forms are the one place someone who is not signed in can send you information, which makes them a target for automated junk submissions. They now carry two additional layers of protection that work quietly in the background: a hidden field that catches automated submitters, and a "confirm you are not a robot" check before anything is saved.

Real people filling in your forms will notice one extra checkbox. Kiosk forms, the ones you open on a tablet at your front desk, skip the checkbox entirely, since the kiosk link is already private to you.

And you can decide about that checkbox. We know it can be a real obstacle for some of the people your forms are meant to reach. In Settings → Security an owner chooses one of three things: always show it, never show it, or let each form decide. If you pick the last one, whoever builds a form gets a switch on that form, and new forms start with the check on.

Turning the checkbox off never leaves a form unprotected. The hidden field and the rate limits keep working whatever you choose.

When people register for an event that is linked to a service, a service record is created for each of them. Until now those records looked exactly like ones a staff member typed in by hand, so there was no way to tell where a service's people had come from, or to check that an event had actually fed its service without comparing two screens.

The service page now has an Event column. It names the event a record came from, links to it, and is blank for records entered by hand. Filter on it to see everyone a particular event brought in, or sort to group them together. It is included in exports.

The event page shows the other side: next to the linked service, how many service records the event has produced. If that number is lower than the roster, a registration did not make it through, and now you can see it.

Clicking "Sign up with Google" before agreeing to the Terms of Service used to do nothing visible: the checkbox and its message were at the bottom of the page, below the email form. The checkbox now sits above both sign-up options, and a blocked click brings it into view.

On the "Participant / Customer Configuration" step when setting up a new organization, the list of people fields now includes Country, and there are switches for Organizations and Household / Family, the two related-record columns the People list shows. Both start on; you can change them later under Settings > Modules.

The Household row in Settings > People configuration now appears whenever the Household module is on, instead of only when Inventory is.

An import used to be all or nothing. If a spreadsheet had a totals line at the bottom, a few people you did not want on this pass, or a handful of rows that were quicker to drop than to fix, your only options were to import everything or to cancel, edit the file, and start the wizard over.

The final review step now shows every row in your file with a checkbox. Untick a row and it stays out of the import. Tick the box at the top of the page to skip or restore a whole page at once, and use the filters to see only the rows with problems or only the ones you have skipped. Row numbers match the lines in your spreadsheet, so a row you skip here is the row you would find in the file.

Validation problems are now listed row by row, with one button that skips exactly the rows that fail. Skipping them clears the problem and unlocks the import, so a file with three broken rows no longer holds up the other four hundred.

Before you commit, the review step and the Import button both say how many rows are going in versus how many the file had, so nobody imports 340 of 400 rows without noticing.