September '26 Release Notes

Application Review

Version 2609.0

• The App Reader and Application Review Type Editor pages have improved accessibility.

Communication Planner

Version 2609.1

• SMS Undelivered helps identify recipients whose mobile numbers cannot successfully receive text messages, helping you keep contact data accurate and improve SMS delivery rates. For details, see Managing SMS Undelivered.
• You can cancel scheduled Quick Messages before they are sent from either the Quick Message list or the message details, giving you time to correct errors, update content, or prevent an unintended message from being delivered. For details, see Canceling Quick Messages.
• Track Membership helps you identify and report on recipients who receive communications within a track. This gives teams clearer insight into campaign participation and engagement, while allowing administrators to enable tracking only for the tracks that need it. For details, see Track Membership.
• New objects have been added to support the Track Membership feature: Track_Membership (TX_CommPlanner__Track_Membership__c)
• The Communication Planner sends improved email notifications when an SMS Inbox has one or more unread messages. The notification lets you quickly access the correct inbox and respond to new SMS messages. For details, see Managing SMS Inboxes.
• You can send a test SMS directly from the Content tab when creating or editing a Quick Message. This lets you validate the message content and delivery audience before sending the final SMS. For details, see Creating Quick Messages.
• You can view conversations from unknown senders and add them to your CRM to capture new contacts, maintain complete records, and support timely follow-up. For details, see Managing Messages From Unknown SMS Senders.
• The Communication Planner displays a warning icon when the active SMS Inbox cannot sync successfully. This helps you identify and correct issues promptly. For details, see Monitoring SMS Inbox Sync Status.
• Communication Planner displays Twilio delivery errors directly in the recipient list, helping users identify and troubleshoot SMS issues without needing to access the Twilio Console. For details, see Handling Invalid Twilio Credentials for SMS Messaging.
• You can use View Details to review a message's configuration, recipients, content settings, and activity without opening the edit experience. This makes it easier to quickly verify message information while avoiding unintended changes. For details, see Viewing Quick Message Details.

Engage

Version 2609.0

• You can limit the number of students who can join a room's queue. This helps teams manage high-volume periods and helps ensure staff can serve a manageable number of students before office hours end. For details, see Limiting Capacity for Engage rooms.

Events

Version 2609.0

• A new internal Appointment Notes field is available on the Office Appointment Details page. Staff users can use this field to record private, appointment-specific information that is not visible to nonstaff users. Notes entered in the field are saved to the TargetX Note object. For details, see Working with Office Appointments in Appointment Scheduler.
• When enabled in Appointment Scheduler Settings, the Custom Filter Field will appear on the Office Appointment details page. This provides staff with context on the user's selected criteria when preparing for the appointment.

Recruitment Manager

Version 2609.0

• Enhanced validation for Source to Master mappings helps prevent configuration issues in application and contact rollup processes, with an override option for admins to handle advanced scenarios. For more information, see Using Profile Builder for Student and Contacts.

Retention

Version 2609.1

• You can define the Preferred Name to display in Faculty Early Alerts, so faculty can communicate with students using their chosen name. For details, see Configuring Faculty Early Alert Settings.

Telemarketing

Version 2609.0

• Improved accessibility on the Telemarketing page provides accessible labels for form fields, including the call-notes text area. The Campaign and Status drop-downs also include accessible names, helping screen reader users identify and interact with each control.

Resolved Defects

Applicant Dashboard (Version 2609.0)

• (CL-2622) The Finish Application window displays accurate information during the application submission process. Previously, the window could present inaccurate or misleading information when applicants were completing their applications.

Communication Planner (Version 2609.0 & Back-End Update*)

*Items marked with an asterisk are included in the back-end update and do not require a package upgrade.

• (CL-2551) Communication Planner displays sent and received statuses for campaigns, ensuring that delivery metrics accurately reflect the actual outcome of each message. Previously, campaign messages could display incorrect sent/received information, resulting in discrepancies between the reported status and the actual delivery behavior.
• (CL-2555) Communication Planner allows users to successfully update synced rows, even when those rows were previously deleted from associated templates, without generating errors. Previously, attempting to update synced rows that had been removed from templates could result in an error, preventing users from modifying those records as expected.
• *(CL-2560) SMS messages sent via the standard campaign flow appear correctly in the SMS Inbox, allowing users to review and manage outbound campaign conversations alongside other SMS activity. Previously, SMS messages sent through the standard campaign flow did not display in the SMS Inbox, limiting visibility into those campaign communications.
• (CL-2579) The Contact Record page remains visible when accessing SMS Inbox-related functionality, providing consistent navigation behavior within Communication Planner. Previously, navigating from the Contact Record page could unexpectedly redirect users directly to the SMS Inbox instead of keeping them on the contact record.
• (CL-2585) Inbound SMS messages appear correctly in the SMS Inbox in UCP, ensuring that incoming communications are visible and manageable alongside other message activity. Previously, some inbound SMS messages did not display in the SMS Inbox, reducing visibility into incoming contact responses.
• *(CL-2602) TargetX Email and Communication Planner successfully completes SendGrid registration even when required DNS records already exist, allowing registration to proceed without error in this configuration. Previously, attempting to register with SendGrid when DNS records were already in place could trigger an error, blocking completion of the registration process.
• (CL-2606) Communication Planner fully loads intended recipients before sending, preventing duplicate sends caused by partial or incomplete recipient loads. Previously, an incomplete recipient load could cause some recipients to receive the same communication more than once, resulting in unintended duplicate messages.
• *(CL-2612) Conditional content correctly evaluates conditions and expressions that include parentheses and displays the appropriate content in sent emails. Previously, the Communication Planner did not render conditional content when its condition or expression value contained parentheses, although content without parentheses displayed correctly.
• *(CL-2616) The SMS element correctly respects delivery status and does not resend messages that have already reached a Delivered state, ensuring that contacts receive a single intended message. Previously, in certain scenarios, the SMS element could resend messages even after they were marked as Delivered, resulting in duplicate SMS deliveries.

Email (Back-End Update*)

*Items marked with an asterisk are included in the back-end update and do not require a package upgrade.

• *(CL-2556) Email broadcasts sent via TX Email correctly insert member data, ensuring that broadcast records reflect all intended recipient information. Previously, some email broadcast member data was not inserted as expected, resulting in incomplete recipient records for those broadcasts.
• *(CL-2602) TargetX Email and Communication Planner successfully completes SendGrid registration even when required DNS records already exist, allowing registration to proceed without error in this configuration. Previously, attempting to register with SendGrid when DNS records were already in place could trigger an error, blocking completion of the registration process.

Engage (Version 2609.0)

• (CL-2588) The handling of special characters in Engage calendar entries ensures characters display correctly. Previously, certain special characters were incorrectly encoded, resulting in display issues within calendar events.

Events (Version 2609.0)

• (CL-2582) The Appointment Scheduler displays input fields correctly, with no visual elements appearing in the left menu. Previously, the end of an input field could appear incorrectly in the left navigation menu.
• (CL-2593) The Events registration page displays TX Forms and custom questions with consistent spacing. Previously, excessive whitespace could appear between the TX Form and the custom questions.
• (CL-2597) Appointment availability checks ensure availability is evaluated correctly. Previously, users could encounter errors when checking appointment availability.
• (CL-2598) Cancellation notifications are sent correctly to students and staff when appointments are canceled. Previously, cancellation emails could fail to send.
• (CL-2641) The Appointment Calendar displays appointment start and end times consistently and accurately. Previously, minute discrepancies could occur between appointment start and end times displayed on the calendar.

Object Dictionary (Manual Update)

• (CL-2538) Object Dictionary filters the Standard Objects list to include searchable objects and exclude system-generated objects whose names end in Share, Feed, History, ChangeEvent, or Tag. Previously, Object Dictionary included all objects returned by Salesforce’s global schema describe call, except objects with names containing __.

Online Application (Version 2609.0)

• (CL-2553) Restricted picklist values in Online Applications retain their selected options correctly. Previously, option values could be cleared unexpectedly for restricted picklists.
• (CL-2569) Online Applications allow submissions after adding and removing child object records with attachments. Previously, this action could prevent the application from being submitted.
• (CL-2570) Attachment handling prevents errors when adding and removing additional attachments. Previously, these actions could generate a console error.
• (CL-2635) The Online Application hides the option to start a new application when no active deadlines are available. Previously, users could receive an inaccurate message indicating that an existing hidden application prevented them from starting a new application.

Payment Connector (Version 2609.0)

• (CL-2653) TouchNet payment confirmations use a 120-second timeout, allowing additional time for successful payment responses to be processed and accurately reflected in Salesforce. Previously, Payment confirmations used the default 10-second timeout, which could cause Salesforce to record a failed confirmation even when the payment was successfully processed in TouchNet, resulting in applicants being incorrectly marked as unpaid.

TX Forms (Base Version 2609.13)

• (CL-2576) When a picklist question is moved within a TX Form, any selected values are preserved. Previously, moving a picklist question within a TX Form caused the picklist values to refresh.
• (CL-2584) Text contained within list items in a question or form description now displays using the intended text color. Previously, text within list items in a description could appear in dark gray instead of the standard description text color.

TX Print (Back-End Update)

• (CL-2624) Merge fields in generated letters preserve the expected display of blank values, line breaks, and numeric fields when report data is retrieved through the Excel API. Previously, some merge field values reflected API-provided formatting rather than the intended letter output when using the report export to the Excel API.