September 2, 2026
View A Patron’s Full Membership History On Their Record
A new Membership History card on the patron record shows every season a patron has held a membership, plus an updated Products card that reflects their current status at a glance.
September 2, 2026
User Headshots: Give Patrons A Face
Admins can now upload real headshots for CRM and Boxoffice user profiles, swapping generic placeholders for actual photos so staff can spot the right person fast, even when three users share a name.
August 10, 2026
Manage Every Membership From One Dedicated Dashboard
A new dedicated dashboard puts all membership management controls in one place, following the same pattern as Recurring Donations, with a redesigned list view and smarter sorting throughout.
July 26, 2026
Finally, A Tax Receipt Dashboard Built Like It Should Be
A new Tax Receipts dashboard gives Canadian nonprofit admins a searchable, sortable view of every issued tax receipt, including guest donations, with search and sort now covering the full dataset.
May 23, 2026
Invite A Friend: Share Your Ticket To Someone Else In One Click
Patrons can now send an unused ticket straight to a friend’s inbox, no account required, while admins keep full visibility of who’s actually walking through the door, with attendee data syncing automatically.
May 8, 2026
UpStage Automations: Critical Workflows On Autopilot
A new rules engine watches patron activity every day and automatically applies tags and membership enrollment the moment someone crosses a threshold you define, no manual list-building required.
March 20, 2026
Set Custom Start And End Dates For Your Seasons
Define your organization’s fiscal year once, and UpStage automatically generates every season, past and future, so your reports, widgets, and data tools finally run on your calendar instead of the standard one.
March 6, 2026
Recurring Transactions Just Got Way Easier To Manage
A new dashboard lets admins manage recurring donations from one screen, with pause functionality, change history tracking, and clearer edit controls across the platform.
February 24, 2026
The New Report That Tells You What Your Stripe Payouts Are Actually For
A new Stripe Payout Reconciliation Report breaks down every payout by product type, so admins can see exactly what got paid for without cross referencing spreadsheets or squinting at raw Stripe data.
January 5, 2026
Add Custom Links To Your My.App Navigation Menu Footer
Admins can now add custom text and links below the navigation menu’s copyright notice in both the CRM app and my.app, with built-in safeguards for unsaved changes and required link fields.
January 5, 2026
Set A Custom Donor Recognition Name On User And Household Records
See how the new Default Donor Attribution field lets admins set custom donor recognition names on user and household records, with matching updates now live in Instant Gratification and Metrics and Analytics reports.
December 15, 2025
An AI Assistant You Can Actually Trust
The new AI Assistant works inside your reports, turning plain English into pivot tables, subgroups, and instant filters, without touching the data pull itself.
December 11, 2025
Meet UpStage’s Digital Gift Cards
A first look at UpStage’s new digital gift cards: how patrons buy and redeem them, what shows up in checkout and order details, and the admin controls that run the whole feature.
October 17, 2024
Add Order Notes As A Column In Your Reports
Admins can now pull Order Notes straight into Metrics and Analytics reports as their own column, giving full visibility into transaction notes without hunting through individual orders.
June 20, 2024
Cancel And Refund Donations From Order Details
Admins can now cancel and refund donation products directly from Order Details, with tax receipts and letters updating automatically, no manual cleanup or support ticket required.
April 15, 2024
Require Account Registration For Select Products
Admins can now require account registration on Ticket Packages, Memberships, and Donations with benefits, with clear “Account Required” alerts guiding logged out patrons through account creation at checkout.
October 11, 2023
Save A Transaction And Come Back To It Later
Boxoffice App checkout now lets admins save a transaction mid-sale, holding seats or inventory in place, then pick it back up later from a new Pending Transactions dashboard.
May 31, 2023
Manage Every Occurrence Of An Event From One Dashboard
Admins can now manage every date of a recurring event, from venue to seating option, in one dashboard instead of a separate event for each occurrence.
May 11, 2023
Create US Tax Letters Without Losing A Weekend To It
Admins and managers can now generate IRS-compliant donation acknowledgment letters for US donors directly in the CRM, complete with required tax language, custom messaging, and one combined PDF for the whole batch.
May 11, 2023
Total Revenue Per Patron, Automatically
A new Revenue tab in the User dashboard breaks down every user’s spending by product type, with charts, tables, CSV exports, and print-ready PDFs, all in one place.
November 22, 2022
The Tax Receipt Nobody Has to Ask For
Canadian patrons can now download their own official tax receipts, formatted to CRA’s donation receipt requirements, right from their account. Here’s how it works for patrons, and for your team behind the scenes.
