Release notes regarding Sapphire

Release 2026.09

2026-08-20T09:15:01Z

API: also retrieve non-active function assignments

Does your organization use an external system that retrieves function assignments through the API? Think of a website that displays board positions, or a tool that keeps track of roles within your organization. Until now, the Function API only returned active function assignments. If you also wanted to see functions that have already ended, for example to build a historical overview of who held which role, this wasn't possible through the API yet.

From now on, the Function API has a new filter: 'includingNonActive'. Add this parameter to your request, and the API also includes the non-active function assignments in the response. This lets you show a complete picture in your external system, covering both the current and past functions within your organization.

You'll find the full documentation on this and other API endpoints at api.procurios.com.

Finance: filter by customer reference

When keeping your invoicing details up to date, you may run into a familiar challenge: a business relation's customer reference (think of a PO or purchase order number) often changes, for example once a year. Your relation doesn't always remember to pass on the new details, leaving you to track this down yourself. Until now, you could only keep track of this manually, for instance with a custom free-text field listing which relations to follow up with. That takes extra time and is prone to errors.

From now on, you can filter for this directly. The relation filter has a new option: 'Customer reference'. You'll find this filter under 'Invoices per administration'. It searches the value set in the debtor's invoicing settings. This makes it easy to build a list of, for example, relations without a customer reference, or relations you need to contact for updated information.

New to customer references on your invoices? Read how to set up this field in this release note.

Finance: new SEPA address format for direct debit

Does your organization collect membership fees or donations through direct debit? You may have already received a message from your bank about new SEPA rules.

From now on, the address of your members or donors is structured in the direct debit file. Street name, house number, postal code, city, and country code are now in separate fields. Before, this was all in one line of free text.

This change comes from the European Payments Council (EPC) and will eventually apply to all SEPA direct debits. The platform is already prepared for this: the address section in the XML file for your direct debits is automatically split into the correct fields. You don't need to set up anything yourself.

Finance: a more organized and efficient debtor page

When you're following up on invoices, you want a complete picture of a debtor at a glance: which invoices you've already sent, what's still outstanding, and which invoice orders are open. The debtor page in Finance has been redesigned to give you that overview even more easily.

The summary at the top of the page now takes up less space, so you can see the rest of the page right away. On top of that, only the statuses that are actually relevant to you are shown: empty lists stay out of view, and an amount isn't displayed when a status has zero invoices or invoice orders. The count per status, such as invoice orders, open invoices, overdue invoices, reminders, and paid invoices, is now grouped together for a clearer overview. When the amount including and excluding VAT is the same, you'll now see just one amount instead of two.

You'll also find more relevant information directly on the page. This includes the debtor's invoice orders, as well as the email address used for sending invoices, based on your administration's settings. If no email address is known, this field stays hidden, a sign that this relation likely receives invoices by mail or via Peppol.

Want to create a new invoice order? You can now do this directly from the debtor page itself, without switching screens.

The 'Debtor settings' button also has a new name: 'Invoicing settings'. This name better reflects what you use it for. Here you can, for example, set the language of your invoices, configure e-invoicing via the Peppol network, and manage how your payment reminders work.

Discover more about the updated debtor page in Finance in the help center.

Mailings: turn tracking on or off

When you send a mailing, you might want to know how many relations open the email and click a link. This happens automatically: every mailing includes a tracking pixel and personalized links to collect these statistics. But this isn't always desirable.

New guidelines from French and Italian regulators provide more clarity about when you need consent from your relations for this type of tracking. That's why you can now decide, per mailing, whether you want to use tracking.

When you send a mailing, you'll find the 'Enable tracking' setting. If you choose 'Do not track opens and clicks for this mailing', we no longer add a tracking pixel to the email, and we don't personalize the links. You'll no longer see which recipients open the mailing or click on it.

What do we still track? Even without tracking, we keep the information needed to send and manage your mailing properly. You'll still see who the mailing was sent to, whether a bounce came back, and whether someone unsubscribed. Personalized links to profile forms keep working.

Want to track part of your relations and not another part? Send two separate mailings to different relation selections, with tracking turned on or off for each one.

Please note: for now, this setting only applies to Mailings, not yet to Marketing Automation journeys.

Meetings & Events: cancellation date in participant overview

When managing registrations for an event, you sometimes run into a participant canceling their registration without being able to see exactly when that happened. This makes it harder to, for example, link the moment of cancellation to any cancellation fees.

That's why the participant overview of an event now includes a new column, 'Cancellation date'. This column shows the date and time when the status 'Canceled' was selected and saved. You add the column yourself through the column management button of the list.

Filtering on the status 'Canceled'? Then you'll also see two new fields: 'Cancellation date from' and 'Cancellation date to. These let you easily see which participants canceled within a specific period.

This gives you more insight into cancellation behavior around your events.

Platform: filter status always visible, even with an open filter panel

When managing large lists of subscriptions, donations, or invoices, your team often filters on several criteria at once. It's useful to always see at a glance which filters are active. Until now, this status was only visible when the filter panel was collapsed. As soon as you opened the panel, the indicator disappeared, and you had to remember yourself which filters were still applied.

From now on, the filter status stays visible at all times, whether the filter panel is open or collapsed. This keeps you in control, even while you're adjusting your filters.

Please note: if you use a filter panel that filters immediately without needing to first press the 'Filter' button, such as the participant overviews in Meetings & Events, you won't see this improvement yet.

Read more about filtering in overviews in the Help Center.

Other changes in this release

Easier language switching in the footer: visitors to your website now see all available languages directly in the footer, without first having to click a globe icon.
Same accounting code for all funds in Memberships & Organizations: do you use Memberships & Organizations (Local Administration) to automatically create a fund for every department? If you want to use the same accounting code for every fund, you can now fill this in right away. Prefer to set your own accounting code per fund? You can still do that via Donations > Funds.

Tags: release, CRM, API, Finance, Mailings, Meetings & Events, Platform, Sapphire

Release 2025.13

2026-02-25T00:46:14Z

Communities: filter on community activity

Your organization has set up a community to connect members or donors with each other. But how do you keep track of who's active, who hasn't visited in months, and who might need a little nudge? Until now, it was difficult to get these insights from the CRM.

Starting with this release, you can use expanded filter options for communities in the CRM. These let you search for relations based on their community activity:

Access: find out who has access to a community or specific channel. Useful for reports and setting journey criteria, without having to manually check the underlying relation lists.
Posts and reactions: find relations who have posted a message or reaction, optionally filtered by community, channel, or time period.
Moderator: search for who is a moderator in a community or channel.
Followers: discover who follows a channel or person, and whether they receive notifications.

A powerful application is the combination with Marketing Automation. Set up a journey that automatically reminds community users after a period of inactivity about the value of their contribution. This way, you keep your community lively without having to manually monitor everyone.

CRM: more reliable invitation for new users

You want to give a new employee, volunteer, or board member access to the platform. Through 'Create user' you send an invitation email with a personal link that allows the recipient to log in directly. Unfortunately, this link didn't always work as expected: sometimes the recipient ended up on a login screen without further instructions, or the link only worked once.

The invitation link has now been made more reliable. The link remains valid for two weeks and can be used multiple times. Additionally, when creating a user, you now receive an immediate notification if the selected website has a login restriction. This prevents someone from receiving an invitation for a website they don't have access rights to.

CRM: prevent unintended newsletter unsubscriptions during automatic deduplication

Sometimes a relation registers again with your organization - for example for an event or a new campaign - while a relation card for this person already exists. Thanks to automatic deduplication, this is neatly merged into one relation card. However, this process can lead to an unwanted problem with newsletter preferences.

Imagine: someone is already receiving your newsletter. When filling in a new form, they see the question 'Do you want to receive our newsletter?' and think: 'I already receive that, so I can skip this checkbox.' They leave the checkbox empty. During deduplication, a conflict now arises: the existing relation card has the checkbox ticked, the new one has it unticked. Which value should be retained? Until now, this could lead to unintended unsubscriptions from the newsletter.

From now on, you have full control over this. When setting up automatic deduplication, you can now choose from three options for checkbox fields (such as newsletter preferences):

Use the newest or oldest relation (as before)
'Keep checked' - in case of a conflict, the checkbox will always be ticked
'Keep unchecked' - in case of a conflict, the checkbox will always be unticked

By choosing 'Keep checked' for your newsletter preference, you prevent relations from being unintentionally unsubscribed when they fill in a new form and skip the checkbox. This way you retain your newsletter subscribers and prevent missed communication.

CRM: quickly search on properties like 'member' or 'donor'

Whether someone is a member of your association often depends on multiple criteria. Perhaps they need one of four specific subscription types, OR the 'honorary member' checkbox needs to be ticked, OR they're connected through a role to an employer that pays membership for all employees. Each organisation has its own rules for this.

Until now, you had to rebuild all these criteria in every search query. And on the relation card, you had to check multiple fields each time to see if someone met the definition. Time-consuming and error-prone, especially with complex definitions. From now on, you can use generated properties. You configure once what 'being a member' means for your organisation, and the platform automatically checks for each relation whether they meet these criteria.

Visible on relation cards

Add the property as a field on the relation card. Instead of checking three different places, you immediately see one clear checkbox: is this person a member, yes or no.

Add it to relation lists

You can also add the property as a column in relation lists. This lets you see at a glance whether all relations are active donors, members, or meet any other property. No need to open individual relation cards to check.

Filter directly

What's new is that you can also filter on generated properties. No more complicated filters with ten criteria - just filter on 'is member'. You activate this per relation view under 'Fields from other modules'.

This saves time when building relation lists and ensures everyone in your organisation uses the same definition. No more discussions about who counts as a member.

CMS: randomly sort relation lists on your website

Your website displays an overview of affiliated companies, board members, or ambassadors. By default, these lists are sorted alphabetically. This means organizations with names starting with A always appear at the top, while names beginning with R don't show up until page two. Not exactly fair when you consider that the top positions receive much more attention.

From now on, you can also have relation lists sorted randomly. You choose whether the order changes with each page view, or whether the random order is fixed per day. This way, everyone in your network gets a fair chance at visibility.

This option was already available in the older 'Relation overview (HTML)' article type. Now you can also use random sorting in the newer options: 'Relation overview (website template)' and 'Relation overview (content templates)'.

Finance: choice between letterhead or blank paper for invoice reminders

Your organization sends invoice reminders by post and prints them yourself. For invoices, you could already choose whether to print on letterhead or blank paper. This option was missing for reminders, giving you less flexibility in your printing process.

From now on, you can choose which type of paper to print on when downloading reminders. The choice depends on the settings of the linked invoice template. When downloading multiple reminders at once that use different templates, you can specify per template whether to print on letterhead or blank paper. You can also choose to print everything on blank paper.

Finance: clearer invoice template editing

When managing your invoicing, you want invoice templates to look exactly the way your organization envisions them. With the recently added formatting options for invoice templates, however, the editing form grew considerably. This meant you had to scroll a lot to see the effect of your changes.

From now on, the editing form for invoice templates has been reorganized. Content and layout are better separated, and the preview remains visible while you edit. This way you can immediately see the result of your changes, without scrolling back and forth.

Finance: processing uncollectible invoices

Sometimes your organization faces invoices that will never be paid. Think of a company going bankrupt or an invoice that is more than a year past its due date. The invoice has already been sent, obligations have been made, and VAT has been remitted. Properly processing this situation in your accounting used to be a manual and error-prone process.

From now on, you can mark an invoice as 'uncollectible'. This is only allowed when:

the invoice is at least one year past its due date, or
the recipient has gone bankrupt

Once you mark an invoice as uncollectible, the invoice disappears from open invoices. The invoice can now be found in the new 'Uncollectible invoices' tab. The outstanding amount is set to zero. A negative amount appears in the journal report. Note: this action cannot be undone. The processing takes into account the laws and regulations of the country set in your administration. For Belgian administrations, you need to set up a general ledger account for uncollectible invoices (doubtful debtors).

This feature must be activated per administration in the settings. Also verify that the correct country is set in your administration. Consult your accountant about using this functionality.

Important: declaring an invoice uncollectible is subject to laws and regulations. Do not use this feature to remove invoices you suspect won't be paid, or for incorrectly created invoices. Use a credit invoice for those situations.

Finance: use your own references in Peppol invoices

Update January 20, 2026: This change has been reverted. The previous behavior has been restored.

Meetings & Events: emails and schedule easier to find

When organizing events, it's important that participants receive the correct information. Yet it can happen that an email is accidentally sent with outdated details, for example because the email still contained information from a previous event. This causes confusion among your participants.

To prevent this, important settings for your event are now easier to find. The 'Schedule' and 'E-mails' tabs were previously somewhat hidden under 'Settings', but now have their own place in the menu. This gives you quicker access to these fundamental parts of your event.

Are you copying an existing event as a basis for a new one? A notification now appears when you copy the emails as well. This reminder prompts you to review and update the email texts for the new event.

Meetings & Events/CMS: display multiple departments in event overviews

Your organization works with local departments that each organize their own events. On a regional or provincial website, you want to display all events from the underlying departments in one overview. Until now, you could only show activities from one specific department in the event overview.

From now on, you can select multiple departments in the event overview. This way, you can show all events from the departments within a province on your provincial website, for example.

Additionally, you can now choose to display the organizing department to visitors. This works both in the overview and on the event detail page. This option is immediately available in Sapphire templates. Using a different template? Your web administrator can implement this.

Meetings & Events: personal activity list in emails and proof of presence

At your events, participants can register for specific activities within the programme. Think of choosing a workshop during a workshop round or selecting a session when multiple options take place simultaneously. You want to send them a confirmation email clearly stating which activities they have chosen. When issuing certificates of attendance afterwards, it's also useful to mention which components someone participated in.

From now on, you can use a field code that automatically generates a personal list of all activities a participant is attending – including activities that required registration. This way, each participant immediately receives a clear and personal programme overview in confirmation emails, reminder emails and certificates of attendance.

Meetings & Events: set ticket availability down to the minute

Sometimes you want an early bird discount to end at exactly 12:00 PM, or tickets for an exclusive presale to become available at 10:00 AM. For 'Available from' and 'Available until', you can now set a specific time in addition to the date.

Meetings & Events: work faster with tickets thanks to copying and searching

When organizing events with multiple ticket types, managing them can be time-consuming. Especially when you have tickets with similar settings, or when you need to search through a long list of ticket types.

You can now copy tickets, making it faster to create new ticket types with similar settings. A search field has also been added so you can quickly find the right ticket. The ticket overview now displays extra information per ticket type as well: availability, whether there's a target audience restriction, and the number of tickets configured.

If you've only set up tickets with a restriction (for example, only available with a ticket code or for a specific target audience), a notification will appear. By always adding at least one ticket that's visible to everyone, you prevent non-logged-in visitors from getting the impression that no tickets are available.

Platform: additional options easier to find

Your organization works in the platform every day. In many places, additional actions are available, but these were only visible by right-clicking. Think of setting a focus point for an image in Library, editing a field in a CRM form, or adjusting a page in the CMS. Useful for those who know, but difficult to discover for new colleagues.

From now on, a button with three dots ('...') appears in all these places when you hover over an item. Click on it and you see all available actions for that item. Right-clicking still works as you are used to, but the dots make it clear to everyone that more options are available.

This makes it much easier to help new staff members find their way around the platform.

Platform: quickly navigate to linked items

When managing meetings, forms, or documents in the platform, you often encounter linked items. A form configured for a meeting, an image from the Library, or a relation list selected somewhere. But where can you find that item when you want to view or edit it?

From now on, a convenient navigation icon appears in more and more selection fields. When you hover over a selected item, you'll see a button that takes you directly to that item. For dropdown lists, the icon appears next to the field and opens the current selection. For 'Select/change…' buttons with multiple items, you can click through to each item individually.

This feature is now available for meetings, the collection picker, and the document picker, among others. In the coming weeks, this will be extended to many more places throughout the platform.

Tags: release, CRM, CMS, Communities, Finance, Meetings & Events, Platform, Marketing Automation, Sapphire