🚀 New Features and Product Enhancements
📥 Export Individuals from Activities
You can now export a list of individuals targeted in an activity - right from within the initiative.
Why it matters:
- Validate audience lists before go-live
- Share targeted communications confidently
- Support audits with clear documentation
✅ Available in:
Single Initiative > Activities > Audience Impacted > IndividualsWhat’s included in the export:
- Activity name
- Intervention details (if available)
- Selected individuals
- Email addresses
✏️ Custom Heatmap Axis Titles
Admins can now rename the axes in the Change Effort Heatmap to better match your language and internal terminology.
✅ Available in:
Settings > GeneralYour changes will reflect in:
- Change Effort heatmap (table view and PNG export)
- Change Effort questionnaire and results
👥 Full Access Users Can Manage Custom Groups
Previously limited to Admins, Full Access users can now add, remove, and manage individuals in Custom Groups within Single Initiatives.
✅ This streamlines audience setup for users who own their initiatives
🔧 Admins can control this permission in Settings > Initiatives
📊 Consistent Column Order in Imports & Exports
We've standardized the order of fields in the Audience (Individuals) import/export templates so they now match—making data handling more intuitive.
🐞 Bug Fixes & Improvements
Save Button & Remove From Initiative Now Work for Full Access Users
Full Access users can now confidently manage individuals without blocked buttons or missing functionality.
Deleted Users Now Removed from Audience Lists
When users are deleted from Settings, they’ll also be removed from the All Initiatives > Audience > Individuals view for a cleaner workspace.
All Emails Now Saved in Lowercase
To avoid permission mismatches, email addresses are now automatically saved in lowercase during user creation by Admins and Super Admins.
Apostrophes in Emails Now Supported
No more issues when trying to add users with valid apostrophe-containing emails (like o’[email protected]).
Reordered Impact Types Now Save Properly
The ‘Reorder’ option in Settings > Impacts tab now saves and reflects your preferred display order for Impact Types.
Org Group Lists Are Now Alphabetical
Whether you’re adding audience to impacts or activities, Org Chart groups now appear in alphabetical order—making selection faster.
No More Duplicate Email Errors in User Setup
If a user email exists in lowercase and you attempt to add it with different casing, the system now recognizes it as the same and avoids duplicate or error messages.
Fixed: Search by Project Role in Audience View
Searching by 'Project Role' in Single Initiative > Audience > Individuals now correctly returns expected results.
💡 Need Help?
For assistance or more information, contact us anytime at [email protected].