Learn about enhancements to features used across Industries products, Revenue Management, and other apps.
- Industries Common Features Released by Month
Industries Common Features features and changes are released as often as monthly, so check back again soon for the latest updates. - Action Plans
Increase the efficiency of your business processes with action plans. Enhance flexibility by editing tasks from the tasks list for action plans and action plan templates. - Discovery Framework
Support a global user base by storing assessment questions and responses in multiple languages so forms automatically display in a user's locale. - Criteria-Based Search and Filter
Use Criteria-Based Search and Filter to design a search experience for your users. You can configure a search based on a single object that unifies complex sets of data, such as inventory and aggregated customer information that’s otherwise spread across multiple objects and fields. Criteria-Based Search and Filter can be customized to meet varied business requirements. - Fundraising
Ensure a smooth transition to Fundraising by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts. - Grantmaking
Automate the creation and scheduling of funding award requirements and disbursements to reduce manual effort and errors. Generate progress reports from predefined templates to save time and improve consistency. Give grant seekers instant access to information and reduce time responding to their questions with a grant support agent. - Industries Configure, Price, Quote (CPQ)
Minimize migration risks and boost system speed with flexible processing styles for complex checkouts. Speed up the sales cycle by providing customers with only the most relevant, purchasable products based on their unique criteria. Prevent system crashes and process large orders reliably by reducing the data load during large transactions. - Omnistudio for Industries
Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs. - Outcome Management
Use the new ApplicationForm fields to identify the application that relates to the outcome activity and that the indicator assignment measures. - Process Compliance Navigator
Use Process Compliance Navigator to upload documents and create regulation and policy clause records by using generative AI. Identify how changes to regulation and compliance policy clauses affect your compliance framework by using impact analysis. Empower your compliance strategy by using Prompt Builder to create automated, rule-based compliance controls. Navigate complex legal and internal requirements with precision by using the Compliance Assistance Agent. - Program and Case Management
Assist case managers and simplify program administration with AI-driven insights and streamlined setup. Use the Participant Summary subagent to quickly review a client’s history. Use the Participant Management agent in Slack to automate documentation tasks with single-command efficiency. - Stage Management
Handle more complex, regulated workflows with tighter control over how records move through their lifecycle. - Timeline
Use Tasks and Events as data sources in your vertical Timeline configurations to improve activity visibility. - Unified Catalog
Set up service intakes quickly by managing all requirements within a single workspace. Expand your service catalog instantly by using prebuilt, bulk-ready templates. Move your configurations between orgs securely while avoiding the manual effort of remapping data. Ensure team consistency with automated task sequences and deadlines for every request. Identify bottlenecks and monitor team performance through a unified data dashboard.