July 2026

Setting up client fields used to mean a lot of typing, especially for dropdown questions. A household income field might need a dozen income ranges, each one entered by hand, in the right order, with no gaps between them.

Now you can just describe what you want. In the Custom Fields area of your client settings, click "Generate with AI" and type something like "a dropdown for household income with salary ranges". You get back a complete field, ready to review: a name, the right field type, and a full list of options in a sensible order.

Nothing is saved until you say so. The suggestion drops straight into the normal Add Field form, so you can rename it, change the type, edit or reorder the options, or delete any you don't want. It works exactly like a field you built yourself, because by the time you save it, it is one.

If the first suggestion isn't quite right, you can ask for changes in plain words. Try "make the brackets go up to $200k" or "add a Prefer not to answer option" and it will adjust what's already there rather than starting over.

A few things worth knowing. The suggestions take your existing fields into account, so they match the names you already use and warn you if you're about to create a duplicate. Only your field names and types are used to make a suggestion, never any of your client records. And if you'd rather build a field the usual way, nothing has changed: the Add Field button works just as it always has.

This is available on paid plans for anyone who can already create client fields.

Formula fields used to do one thing: add up or average a few number fields. Useful, but it couldn't answer the questions most organizations actually ask of their data — things like whether a client counts as low income, which age band they fall into, or what's left after expenses.

Formula fields can now do all of that.

Threshold tables handle the classic case where the answer depends on two fields at once. Pick the field that chooses the row (household size, say), pick the field to measure against it (income), fill in the limit for each row, and name the two outcomes. Every client is then labelled automatically — "Low income" or "Not low income" — and the label updates the moment either number changes. The same pattern covers rent bands, fee scales, and anything else that works off a lookup table. You enter the figures yourself, so they're always the ones your programs actually use, and you can update them whenever the guidelines change.

If / then rules let you branch on any field. Under 18 is a Minor, under 65 an Adult, everyone else a Senior — as many rules as you need, in the order you want them checked, with an "otherwise" for anything left over. Rules can produce text, a number, or a simple Yes/No.

Rules can also compare dates — everyone enrolled before a cut-off date lands in one group, everyone after in another — and they can act on missing information: "is blank" and "is not blank" let you flag the records that still need a figure filled in, which is often the report a programme manager actually wants.

More math. Alongside sum and average you now get subtract, multiply, divide, minimum, maximum, count, and percentage-of, and you can mix in fixed numbers as well as fields — monthly income from an annual figure, or expenses as a percentage of income.

Formulas can build on formulas. Work out net income in one field, then band it in another. If you ever set up a loop by accident, you'll be told before it saves rather than seeing a broken column later.

Results show up on the client detail page, in the clients table, and in exports, and they're recalculated live — nothing to refresh, nothing to re-run.

If describing what you want is easier than building it, click "Generate formula with AI" and type something like "mark the client as low income if their income is under the poverty line for their household size". The suggestion loads into the builder for you to check and adjust, and nothing is saved until you say so. Only your field names and types are used to make a suggestion, never any client records. When something genuinely can't be expressed as a formula, you'll be told that plainly, along with the closest thing that can — no invented answers. AI assist is available on paid plans; the builder itself is available to everyone.

Two things worth knowing. Existing sum and average fields keep working exactly as they did, with nothing to update or re-save. And when a formula can't be worked out for a client — a missing figure, a divide by zero — the cell is simply left blank rather than showing an error.

Pick French or Spanish in your account settings and the whole app follows: grants, donors, volunteers, events, clients, services, inventory, forms, imports, reports, and every settings page.

What else changed with it:

• Dates and amounts read naturally in your language. A grant of $1,234.56 shows as "1 234,56 $ US" in French. Amounts are never converted, only formatted, so the numbers themselves are unchanged.
• Emails arrive in the recipient's language. Team members get email in the language they picked; people you serve get theirs based on the language on file, falling back to your organization's default.
• AI writes back in your language. Report summaries, generated email drafts, impact narratives, and thank-you letters follow the reader, while names and other data stay exactly as entered.
• Organization default language. Owners and admins can set one under Settings, then Organization. New team members start there until they choose their own.

Your own content is never translated: client records, custom field names, service names, and form questions stay exactly as you wrote them.

Built-in client fields (first name, email, phone, and the rest) are no longer locked into the Base Fields group. From the client configuration editor you can now:

• Rename any built-in field to match your organization's vocabulary — call "First Name" "Preferred Name" and the new label shows up everywhere: the client page, table headers, form builder, and import mapping.
• Move a built-in field into any of your sections (or General). The client detail page and the clients table group it right alongside your custom fields, and you can move it back at any time.

Renames and moves are display-only — your data stays exactly where it was, and existing imports, forms, and integrations keep working unchanged. If you don't touch anything, nothing changes.

The Clients table now shows a Services column listing every service each client is currently enrolled in, so you can see enrollment at a glance without opening each client.

• Long lists truncate cleanly with a "+N more" badge.
• Filter the table to clients enrolled in a specific service.
• Show or hide the column like any other — your choice is remembered in saved views.
• Included when you export the table to CSV.

If your role is limited to specific services, the column and filter only show services you have access to.

You can now change the order of the choices in your Dropdown and Multi Select fields — no more deleting and re-adding options just to fix their order.

• Drag to reorder. Every option row in the field editor now has a drag handle. Drag an option to its new spot and save.
• Up/down buttons. Prefer clicking (or using the keyboard)? Each option also has up and down arrows.
• Sort A–Z. One click alphabetizes the whole list — handy for long lists like counties or languages.

The new order shows up everywhere your field appears: the clients table, client detail pages, public forms, and imports. Reordering never changes what's already recorded for your clients — an answer stays the same answer no matter where its option sits in the list.

Reordering is available in the client Custom Fields manager and the service field editor.

Two more public form surfaces now follow your form's language setting:

• Event registration questions (labels, descriptions, dropdown choices, and placeholder hints) are now included when form translations are generated. Re-save a form that has event questions to generate translations for them.
• The event check-in page is now fully translated, including the walk-in flow and confirmation messages, and it now has the same language picker as regular forms.

Switching from a spreadsheet to the Ledger? You no longer have to re-type every past transaction by hand — Finance Transaction is now an option in the import wizard.

• Map date, type (income/expense), payee, description, amount, category, payment method, and reference columns — same wizard as every other import.
• No type column? If your amounts are signed, a negative amount is treated as an expense and a positive one as income automatically.
• Categories in your spreadsheet are matched to your existing ones by name, regardless of capitalization. Anything new is created for you.
• An optional grant-name column links transactions to existing grants; anything that doesn't match is imported without a link rather than blocking the row.
• Rows with an invalid date or amount are flagged individually — one bad row won't stop the rest of the import.

Only visible if your organization has the Ledger module enabled.

If your intake forms are used in Spanish, French, Haitian Creole, Portuguese, Chinese, or Arabic, several pieces of the form previously stayed in English no matter which language a visitor selected. That's fixed: the dropdown "Select an option" placeholder, file upload controls, date and time pickers, time-slot availability messages, SMS consent choices, the Social Security Number privacy notice, event unavailable notices, error messages, and the thank-you confirmation all now display in the visitor's chosen language.

Choosing French or Spanish as your language now translates much more of the app: the sidebar and navigation, the settings pages (including modules and the permissions matrix), sign-in, registration, password reset and email verification, and the Clients and Services pages.

Organization admins can also set a default language for their whole organization under Settings, then Organization. New team members see that language until they pick their own.

When you create a new dropdown field while mapping an import, HumanixOS now reads the column and proposes its distinct values as the dropdown's options. Review the list, remove anything that shouldn't be a choice, add anything missing, and create the field in one step. Columns with too many distinct values are flagged as a sign the field should stay free text.

Imported values are also matched to your dropdown options regardless of capitalization, so "ged", "GED", and "Ged" in a spreadsheet all land as the same choice.

The Imports section was unintentionally hidden along with a recent change and has been restored. The sidebar item, the import wizard on the Clients page, and all import tools work exactly as before — including the new ability to import ledger transactions.

Column headers on the Finance Ledger (Date, Type, Payee / Source, Amount, Method, and Ref #) were rendering cut off once the sort and filter controls took their space. Columns now size themselves so every header label is fully visible, and any column widths you adjust yourself are still remembered.

Adding, renaming, reordering, removing, or changing the type of a field in a service's configuration now updates the page instantly — without reloading the whole service view.

Previously, every change you made in the service configuration panel caused the entire page to refresh: the client table would flash and reload, your scroll position jumped back to the top, and any active filters or row selections were disrupted.

Now the new column simply appears (or updates) in place. Your scroll position, filters, sorting, and selected rows all stay exactly where you left them while you fine-tune your service's fields.

When you opened a long dropdown — like the Data Type list when adding a service field — scrolling with the mouse wheel or trackpad did nothing unless your pointer was directly over the open list. Since the pointer usually sits on the field you just clicked, the list often felt stuck and options at the bottom seemed unreachable.

Dropdowns now scroll with the wheel or trackpad no matter where your pointer is while the list is open, so every option is always within reach. This applies to all dropdowns across HumanixOS, including those inside dialogs.

When you collapse the sidebar down to icons, it can be hard to remember which icon is which — especially if your organization has renamed menu items.

Now, hovering over any icon in the collapsed sidebar shows a small tooltip with its name, including your custom names if you've renamed items. This covers every menu item, the Settings and Knowledge Base links at the bottom, and the expand button itself.

Prefer a quieter sidebar? Open the sidebar's customize mode (the pencil icon) and switch off "Icon tooltips". Your choice is remembered the next time you sign in.

HumanixOS is becoming multilingual. Account Settings now has a Language option where you can choose English, Français, or Español as your interface language. Your choice follows you across sessions and devices.

This first release lays the groundwork: the language settings themselves are fully translated, and the rest of the application will switch over screen by screen in the coming releases, starting with navigation, clients, and services. Public intake forms already support six languages and are not affected by this setting.

Configuring what a role can do no longer means flipping dozens of switches one at a time. The permissions grid is now grouped into the same sections as the Modules settings (Core, Financial, Outreach, Operations), with bulk controls built in:

• Section toggles: each section header has one switch per action, so you can grant or revoke, say, Delete across all of Financial in one click.
• Per-feature toggles to grant or revoke every action for one feature at once.

Bulk switches show in a distinct color so they are easy to tell apart from the individual ones. Bulk changes stage just like individual edits: nothing is saved until you hit Save Changes, and the change counter only counts switches that actually differ from their current setting.

One safety change alongside this: admins can no longer edit their own role's permissions (the tab shows read-only with a note). Only owners and super admins can change what the admin role is allowed to do, which prevents accidentally locking yourself out mid-edit.

You can now tailor HumanixOS to exactly what your organization uses. Settings has a new Modules section with four pages: Core, Financial, Outreach, and Operations.

• Financial lets you switch each money-related page on or off individually: Grants, Donors, Funds, Campaigns, Financials, and Ledger.
• Outreach covers the Email Builder and SMS.
• Operations covers Volunteers, Inventory, Organizations, and the Board Portal. Modules with their own configuration (like Inventory and SMS) link straight to it from their row.
• Core lists the always-on foundation (Clients, Services, Events, Reports, Imports, Calendar, and Forms). These can't be turned off.

Turning a module off hides it everywhere: the sidebar, its pages, and its controls, so your team sees a cleaner app focused on the work they actually do. Nothing is deleted; your data stays put and comes right back when you re-enable the module.

We also cleaned up the permissions screen: each feature now shows only the actions that actually apply to it, instead of a grid of toggles that didn't all do something.

If you've connected a Google or Microsoft 365 calendar, events created from a recurring schedule now show up on it automatically — just like one-off events already did. Occurrences appear on your external calendar right after you save the schedule, and new occurrences that roll in over time are added on their own.

Previously you had to open and re-save each recurring occurrence to get it onto your calendar. That's no longer necessary.

Taking and sharing board meeting minutes is now much smoother:

• Rich text editing — format minutes with headings, lists, and emphasis instead of a plain text box. New minutes start from a ready-made agenda structure (Call to Order through Adjournment).
• Draft with AI — paste your rough notes and generate a formatted first draft that pulls in the meeting's attendance, motions, and action items. You stay in control: review and edit before saving.
• Share a draft for review — email draft minutes to board members before the approval vote so everyone can read them ahead of time.
• Approval notifications — when minutes are approved, board members are automatically emailed with a summary and a link.
• Reopen approved minutes — officers can now unlock approved minutes to fix a mistake, instead of being permanently stuck.
• Complete PDF export — the exported minutes PDF now includes action items alongside motions and attendance.
• Access for admins — organization admins can be granted access to view and export board minutes without being board members.

If your organization keeps its books in a spreadsheet, the new Ledger page is for you. Find it in the sidebar under Finance.

• Record income and expenses in a spreadsheet-style grid: click a cell to edit, and add a batch of empty rows at the bottom to keep entering, just like a spreadsheet. Rows you never fill in are never saved.
• Categorize every entry. Your organization starts with a sensible set of nonprofit categories, and you can rename or add your own.
• Filter and sort by any column, and see income, expense, and net totals for exactly what you've filtered.
• Export the ledger (or a filtered slice of it) to CSV or Excel any time.

Who can see and edit the ledger follows your existing Financials permissions, so viewers can review the books without changing them.

Some pages used to greet you with a message saying you did not have permission, then replace it with the page a moment later. Nothing was wrong with your access. The page was still checking what you were allowed to see, and it treated "not sure yet" as "no".

This has been fixed everywhere it happened. Pages now show a brief loading indicator while they check, then either the page or, if you genuinely do not have access, a clear explanation of what you are missing and who can grant it.

The screens affected included all of the SMS pages, events and event templates, comms templates, GL account access, activity history, the financials page, data export, inventory, and dashboard cards.

One group of people saw this more than anyone else. If your role does not include a feature by default but your administrator granted it to you specifically, some pages were checking only your role and had not yet caught up with the permission you were given. Those pages now wait for the full answer, so a permission your administrator sets for you behaves like one from the first moment the page opens.

We also found and fixed several inventory pages that were doing this, including when recording a distribution, receiving stock, or starting a purchase order. If you had permission for those actions, you were briefly told you did not. The QuickBooks setup page did the same thing, telling owners for a moment that only owners and admins could connect an integration.

Editing the label of a dropdown option, in a service or in a client custom field, used to quietly disconnect every answer already recorded against that option. Fixing a spelling mistake was enough to do it. Afterwards the affected records showed a raw code instead of the answer, or nothing at all. That code showed up in exports too, and the records stopped matching email segment filters built on that field. Nothing warned you, and nothing looked wrong at the time.

This is fixed. You can now rename an option freely. The new label appears everywhere, including on records saved before the change, and the answers stay attached.

If some of your records were already affected, they will still show a code rather than an answer. We are sorry to say those cannot be repaired automatically, because nothing in the system kept a record of what the option was called before it was renamed. Where you can tell what the answer should have been, you can set it by choosing the option again on that record.

Adding options in other languages works far better now. Labels written in scripts such as Chinese, Russian, Arabic or Greek used to fail on services, rejected on save with a message about a missing value that pointed at nothing you could see. They save normally.

One more thing, on the permissions side. If the app could not load your permissions because of a connection or server problem, it used to tell you that you did not have access. Now it says it could not check, and gives you a Retry button. It also no longer lets a failed check hand back access your organization had removed.

If your organization works in more than one language, you can now build service templates that reflect that. Dropdown options written in any script, such as 是, Да, or نعم, save correctly. Previously these options looked like they were added but blocked the template from being created, with an error message that pointed at something you were never shown.

Options that read differently now stay separate too. If you add both "Yes!" and "yes" to the same dropdown, they are kept as two distinct choices instead of quietly merging into one. Adding the exact same option label twice is now refused right away, so you find out in the moment rather than after saving.

We also fixed the Templates page. If it ever had trouble loading your templates, it used to show the "No templates yet" message, which understandably looked like everything had been deleted. It now tells you clearly that something went wrong loading them, reassures you that nothing was lost, and gives you a Retry button.

Finally, the page no longer shows a permission warning for a moment while it is still checking your access. You will see a brief loading indicator instead, and the Templates button on the Services page no longer jumps into place after the page has already appeared.

Events no longer need to be published. As soon as you create an event, it's live — its registration form accepts signups right away, and if you've connected a Google or Microsoft calendar, the event appears there immediately.

Previously, new events started in a hidden "planning" stage, and registration links didn't work until you clicked Publish on the event page. Many of you shared a signup link, only to have registrants see "This event isn't open yet" with no clue why. That dead end is gone.

The Publish button has been removed, and any events you had in the planning stage are now live. If you're not ready for signups on an event, simply hold off on sharing its registration link — or use Cancel on the event page, and Reopen it when you're ready.

If you run the same program every year or every cohort, you no longer need to rebuild its service from scratch. Choose Save as template on any service to capture its full field setup — field names, types, labels, and dropdown options. You can also build a template from scratch: open Services → Templates and click New Template to define a reusable field setup directly.

When the next cycle comes around, click New service on a template. The creation form opens pre-filled with everything from the template, ready for you to rename and tweak before saving. Keeping the same fields across cycles also keeps your year-over-year reporting consistent.

Templates are just starting points: you can edit a template's name, description, and fields at any time, but changes never affect services you already created from it, and no client information is ever stored in a template.

We also fixed a small issue where custom field labels were lost when duplicating a service — labels now carry over.

Activity History now shows exactly what changed — and nothing else.

• Custom fields show their real names. When someone edits a custom field, the activity entry now says the field's name (for example, "updated Preferred Language") instead of a generic "Custom Fields" label.
• Only the field that changed is shown. Editing one custom field used to display every custom field on the record in the before/after view. Now you see just the field that was actually edited.
• Internal bookkeeping no longer appears. Some entries used to include a "Search Text" row containing behind-the-scenes search data. That row is gone from both new and older entries.

Importing spreadsheets just got more reliable:

• International dates import correctly. When your file uses day/month/year dates (like 25/12/2024), the import now detects it, shows a clear notice before you continue, and reads those columns correctly instead of mixing up the day and month.
• One bad row no longer blocks the rest. If a single row fails during an import, the remaining rows still import, and error messages point at the exact rows that need fixing.
• Your custom event types work in imports. Event imports now accept the event types you've defined in Settings — not just the built-in ones — and undoing an import also cleans up any event types it created.
• Same-day events import. An event that starts and ends on the same date now imports as running through the end of that day.
• Better file-encoding detection. Files saved as UTF-16 (a less common spreadsheet export format) are now read correctly instead of appearing as garbled text.

Fixed an issue where a teammate who already had an account would join your organization correctly, but their invitation kept showing as "pending" in your team settings. Invitations are now marked accepted as soon as they're accepted, so your pending-invites list stays accurate.

Entered a donation by mistake? You can now void it — the accounting-friendly way to correct errors without losing history.

• Voiding removes the donation from giving totals, campaign progress, and reports.
• The record stays in your donations list with a Voided badge, so there's always a trail of what was corrected and why.
• Add an optional reason when voiding; it's kept with the record and in your activity log.
• If a thank-you was already sent for the gift, we'll remind you before you void.

When you use the "Add Clients" screen to enter or copy several clients at once and click Done, they now save in a single batch instead of one at a time — so large additions are noticeably faster.

We also fixed a quiet failure: if one of the rows couldn't be saved, it used to be dropped silently, so that client would be missing later (including from reports) with no warning. Now you get a clear message telling you exactly how many were added and how many need another try.

The search box at the top of the Clients page has been rebuilt to search your entire client list, fixing several ways it could come up empty:

• It now searches all of your clients, not just the rows that had already loaded on screen. Previously, in larger organizations, searching for a client further down the list could show no results at all.
• Accents no longer matter. Searching "Garcia" finds "García", "Jose" finds "José", and vice versa — type it either way.
• Full names work. Searching "Maria Garcia" now matches first and last name together instead of coming up empty.

Results also stay fast as your client list grows, thanks to a new search index.

Setting up next year's version of a service no longer means rebuilding it from scratch. Every service now has a Duplicate button that creates a copy with all of its fields and settings carried over.

• The copy opens prefilled so you can rename it (for example, "Food Pantry 2027") and tweak anything before saving.
• Only the service's structure is copied — enrolled clients and their data stay with the original.

The AI grant research tool (Grants > Opportunities > Research) now lets you choose which kinds of funders to search: foundations, corporate giving programs, state & local government, federal programs, or international funders.

Pick "Federal" to get real federal opportunities (grants.gov programs and agency funding notices), or "International" to include funders outside the US even when your organization is based in a US city. You can combine several types, and leaving the selection empty searches everything, just like before.

Each result now also shows the funder type, and it's saved with the opportunity when you add one to your list.

The small icons in table column headers now show a helpful tip when you hover over them, so it's easy to see what each one does:

• Filter — narrow the table to matching rows
• Pin — keep a column visible while you scroll sideways
• Hide — remove a column from view (bring it back anytime)
• Sort — order rows A to Z, Z to A, or clear the sort

Exporting a report now opens a small options dialog instead of downloading everything at once. You can pick which sections to include in a PDF or Excel export: the summary, the visualizations, the data table, or any combination. Sending a board packet with just the summary and charts, or pulling a data-only spreadsheet, is now one click. CSV exports stay data-table only, as before.

If a report contains personal client information, you will also see an "Exclude PII" option. Turn it on and the exported file leaves out names, contact details, birthdates, and any custom fields you have marked private, so you can share a clean version of an internal report without regenerating it.

The defaults match the old behavior exactly: all sections included, data as generated. If you never open the options, exports work just like they always have.

One more improvement: PDF exports of large reports used to be blocked over 1,500 rows. That limit now applies only when the data table is included, so a summary-and-charts PDF works no matter how big the report is.

AI-generated report summaries are now built entirely from anonymous, aggregated statistics. No client names, contact details, birthdates, or other personal information is ever included when a summary is generated, no matter what settings you choose. Custom fields you mark as Private are always left out as well.

Summaries also got smarter. They now draw on a much richer picture of your data, including:

• Geographic patterns (top cities and states)
• How complete each field in your records is
• Breakdowns of your organization's custom fields
• Client intake trends over time

The result is a summary that reads like a real analyst wrote it: specific observations about your client base, data quality, and where to focus outreach, instead of a generic recap.

Organizations now have a Super Admin role. A Super Admin can do everything the owner can do: manage members and their roles, edit permissions and custom roles, handle billing and the subscription, connect integrations, export data, and more. The only things reserved for the owner are transferring ownership and anything that changes the owner's own membership.

This is built for executive directors, deputy directors, and other trusted leaders who need full control of the organization without being the owner of record. No more sharing the owner's login.

A few details worth knowing:

• Owners and Super Admins can grant or revoke the Super Admin role. Regular admins cannot, and they also cannot change or remove a Super Admin.
• Nobody can change the owner's role or remove the owner. That protection is unchanged.
• Super Admins appear with their own badge in your team list, and their permissions page shows full access, just like the owner's.
• System role names (Owner, Super Admin, Admin, Member) are now reserved, so custom roles can no longer be created with those names.

Fixed a frustrating issue that affected pop-up windows throughout the app. When a pop-up contained a dropdown menu, choosing an option — or clicking anywhere near the dropdown — could unexpectedly close the entire pop-up, losing whatever you were working on.

Now dropdowns behave the way you'd expect: opening one and picking a value keeps the pop-up open. The pop-up only closes when you actually click outside it, press Escape, or use its close button.

Organizations outside the United States can now sign up for HumanixOS. Registration and your organization settings now include a country selector, and when your organization is based outside the US, the address fields adapt: you can enter your state, province, or region as free text, and postal codes accept international formats like "SW1A 1AA" or "2196".

Nothing changes for US organizations — your registration and settings work exactly as before, with the country pre-set to United States.

The activity log (Settings → Security & Access → Activity) now records far more of what happens in your organization, and access to it is properly locked down.

Now recorded:

• Team and security changes: role and permission edits, member invitations and removals, ownership transfers, password and two-factor changes
• Data exports: whenever someone exports organization data, a client profile, a proposal, or volunteer analytics
• Donor records, staff records, services, and custom field deletions
• Imports, with a clear note when some rows failed
• Automated activity: scheduled tasks, text-message opt-outs, and updates arriving through connected integrations — labeled so you can tell automation from people
• Volunteer application decisions, board minutes approvals, and calendar or payment integration connections

Access changes:

• Viewing the activity log is now limited to owners and admins by default. You can grant access to other roles from Settings → Permissions ("Activity Log").
• Public form submissions and check-ins now show up correctly, labeled as coming from the public form.

Housekeeping: the filter menus now match exactly what's recorded (including events), and very old "viewed" entries are cleaned up automatically after a year — every change to your data stays in the log permanently.

Two fixes for organizations that add their own fields to the Base Fields group:

• On a client's profile page, custom fields marked as base fields now appear inside the Base Fields card, right where you'd expect them — instead of under a strange separate heading.
• On the Clients page, the colored group headers above the table now always line up with the correct columns. Previously, adding a custom field to the Base Fields group could shift the headers so values appeared under the wrong group, and collapsing a group could hide the wrong columns.

Also fixed: if you turned on SSN collection after arranging your field order, the SSN column could be missing from the Clients page. It now appears at the end of the Base Fields group.

Two improvements for organizations that track inventory:

Collection drives. You can now record goods that come in through a drive, like a food drive or coat drive. Set up your drives under Inventory, then Manage, then Drives, and pick the drive as the source when you receive the donated goods. Every receipt stays linked to its drive, so you can see what each drive brought in.

Default storage locations. Items can now remember where they are stored. Set a default location on an item, and received stock is placed there automatically instead of your main storage area. Items without a default keep working exactly as before.

You can now send a single email campaign to more than one email list.

• Pick as many lists as you need. In the campaign's Recipients section, "Use an Email List" now lets you check off multiple lists — donors, volunteers, board, and more — for one send.
• No duplicate emails. If someone appears on more than one of the selected lists, they only receive the email once. We de-duplicate recipients automatically before sending.
• Unsubscribes still respected. Anyone who has unsubscribed is removed from the combined audience, just like before.

No more sending the same email several times to cover overlapping lists.

The funding partner portal now has a navigation menu on the left side of every page, just like the main dashboard. You can jump straight to your Dashboard, Organizations, Partner Codes, or Settings from anywhere, without going back to the home page first.

The menu can be collapsed to give your data more room, and it remembers your preference. On phones and tablets, tap the menu button in the top corner to open it.

When you submit a form that has a missing or invalid field, the page now scrolls to the first problem field and places your cursor in it.

Previously on long forms, the error message could be off-screen — it looked like nothing happened when you clicked save. Now you land right where the fix is needed, and screen readers announce the field's error message.

The Import Wizard now supports six new data types, so you can bring more of your existing records into HumanixOS from CSV or Excel files:

• Grant content library — reusable proposal content like templates, boilerplate, and snippets
• Campaigns — fundraising campaigns with goals, dates, and status
• Funds — gift designation funds with restrictions and GL codes
• Appeals — solicitations with type, goals, and costs
• Volunteer opportunities — roles, locations, schedules, and capacity
• Events — event details including type, date and time, location, and capacity

As with other imports, the wizard detects the data type from your file's columns, suggests field mappings, validates each row, and lets you roll back an import within 24 hours if something goes wrong.

Alongside the removal of the Staff section, staff records are no longer an import option.

Your organization now has a timezone setting (Settings → Organization), and volunteer shift times use it everywhere they leave HumanixOS.

Previously, a shift scheduled for 9:00 AM could show up hours off on a synced Google or Microsoft calendar, or in a subscribed calendar feed, because there was no way to know your organization's timezone. Set it once and shift times land at the correct local time on external calendars and feeds.

Organizations that haven't picked a timezone yet keep the previous behavior until they do.

We've removed the Staff section from the app. The Staff entry no longer appears in your sidebar, and the Staff page is no longer available.

If you relied on staff records, reach out to support — your existing data has not been deleted, and we're happy to help you export it.

Funding partners now have more control over their account from the funding partner dashboard.

• Edit your organization details. Owners can update their funding partner's name, email, phone, website, address, and description right from Settings — no need to ask us to make changes for you.
• Invite your team. A new Team page lets owners invite colleagues by email. Invitees get a branded email with a secure link; when they accept, they land directly in the funding partner portal.
• Manage who has access. See everyone on your team and any pending invitations in one place. Owners can revoke invitations that haven't been accepted yet and remove members who no longer need access.

Invitations expire after 7 days, and only owners can invite, remove, or edit details — so your account stays in the right hands.

Fixed a bug where creating a new organization while already signed in to another one could drop you back into your previous organization's dashboard. After you create an organization, the dashboard now reliably opens the new one, with the sidebar, org switcher, and data all scoped to it.

Events can now let each person bring additional guests (+1s) when they register.

When you create or edit an event, set Guests allowed per registrant to the number of +1s each person may bring (leave it at 0 to not allow guests). When someone registers, they can add up to that many guests.

You also control whether those guests count toward the event's attending total and capacity with the Count guests toward the attending total switch. Turn it off to keep a headcount of guests without having them fill seats — handy when guests don't affect your capacity planning.

The roster shows the total number of guests alongside your attendees, and capacity and waitlisting account for the full party size when guests are counted.

Your scheduled events now show up on the main Calendar alongside grants, board meetings, volunteer shifts, and services — with a new "Events" source you can toggle on or off. Draft and cancelled events are hidden, matching what syncs to your connected Google or Microsoft calendar.

Redeeming a funding partner code from the plan selection page now takes you to a confirmation page that shows your code was accepted and names the partner funding your subscription. Previously you were sent straight to your dashboard with no confirmation, which left many of you wondering whether the code had worked.

If your organization uses the Inventory module, client and organization profiles now include an Items Received section showing everything you have distributed to them - what was given, how much, and when.

No more switching over to inventory reports to answer "have we given this family a food box this month?" The full history is right on the profile, newest first, and visible to anyone on your team who can view inventory.

Fixed a bug where entering a valid funding partner code on the plan-selection page always failed with an "Invalid input" error. The page now shows the data-sharing consent step (as it already does elsewhere) and redeems the code correctly once you confirm.

The grant opportunity detail panel used to close if you clicked anywhere outside it — easy to trigger by accident and lose your place. It now stays open until you deliberately close it with the X button or the Escape key.

Fixed a bug where entering or autofilling a phone number that included the country code — like 1 (800) 555-1234 or +1 800 555 1234 — mangled the number, shifting the 1 into the area code and dropping the last digit. The leading 1 is now handled correctly, so the number formats and saves as a valid 10-digit phone number.

If you've connected a Google or Microsoft calendar, your scheduled items now sync there automatically — events, volunteer events, board meetings, and volunteer shifts. Publish or schedule something and it shows up on your calendar; reschedule or edit it and the calendar entry updates; cancel or delete it and it's removed. Connected to both Google and Microsoft? Everything syncs to both. Nothing to turn on — it just works alongside your existing calendar connection.

Email list segmentation just got a lot more powerful. When building an email list, you can now filter on any client field — not just name, city, state, zip, and phone — and on your organization's custom fields too.

• All standard fields: gender, ethnicity, date of birth, birth year, street, client ID, and the date a client was added are now available alongside the original fields.
• Your custom fields: every dropdown, date, number, yes/no, and text field you've defined for clients can now drive a list.
• Smarter filters: the filter options match the field's type. Date fields offer before/after/between with a date picker, number fields offer greater/less-than comparisons, and dropdown fields show their actual options so typos can't quietly empty your list.
• Pick multiple values: use "is any of" / "is none of" to match several values in one rule.
• Live preview: see how many clients match while you're still building the list — before you save it.

Existing email lists keep working exactly as before, no changes needed.

Filtering your tables works reliably again.

• Fixed a crash when filtering by values. Choosing values like Gender or a dropdown field in a column filter could make the whole table disappear behind an error message. That's fixed — check the values you want, hit Apply, and the table filters as expected.
• Checkboxes in filters now respond cleanly. Clicking a value row or its checkbox toggles it exactly once, whether you're on the clients, services, or staff table.

Your activity log now keeps track of who looks at client photos and files.

• Every view is recorded. When someone on your team opens a client's photo or file — from the clients table or a client's profile page — the activity log records who viewed it, which client it belongs to, and when.
• Downloads are tracked separately. Downloading a file creates its own entry, so you can tell the difference between someone previewing a photo in the app and someone saving a copy to their computer.
• Easy to find. Head to Settings > Activity and use the new "File Viewed" and "File Downloaded" filters to see file access at a glance.

This gives you a complete record of who accessed sensitive client materials — useful for internal accountability and for funders who ask how client information is protected.

Searching for an organization from the clients table works properly with the keyboard again. When you click the Organizations cell on a client row, the cursor now lands in the search box right away, and every key behaves the way you'd expect — Backspace deletes characters, and the arrow keys move through your text instead of jumping the table selection around behind the popup.

Previously, the popup would accept typed letters but ignore Backspace, and arrow keys would silently move the highlighted cell in the table underneath — so closing the popup could leave you on a different row than the one you were editing. Both problems are fixed, on the clients table and on the service instances table.

You can now save a clean copy of our Privacy Policy and Terms of Service. A print button at the top of each page opens your browser's print dialog, where you can save the document as a PDF or send it to a printer.

The saved file contains just the document itself — the title, the last-updated date, and the full text — without the website's navigation, footer, or background. It's handy for compliance binders, board packets, and grant applications where you need a copy of our terms on file.