V3 Release Notes -

V3 Release Notes

Last Update November 26, 2025

November 26, 2025

Fixes and Updates:

Invoices & Receipts: released to production
Added file manager for images
Query updates for 100k and up contacts
Updated user permissions on initial login

August 13, 2025

Fixes and Updates:

Enabled Other menus to navigate to features that are not visible in the main page
Settings:
- Fixed the default phone country code
- Added Auto-forms settings
Reports: Fixed expenses reports
Tasks & Cases:
- Added email alerts
- Fixed email alerts format
- Added UI adjustments
Advanced Search: Bug fixes
Emails: Bug fixes
Education and Work: Fixed date picker issues

May 20, 2025

What’s New:

New Features:
- Tasks and Cases – Added comprehensive task and case management functionality
- Import and Export – Introduced data import and export capabilities
- HTML Editor – Added a new HTML editor for advanced content creation and styling capabilities
- Notes – Introduced a notes feature for capturing and organizing information within the application
- Auto-Forms – Implemented automated form generation and processing

Improvements:
- Enhanced phone number input with automatic formatting and validation to ensure correct entry

Fixed Issues:
- Add missing custom date field
- Add missing logs when updating user permissions
- Add missing logs when updating global defaults

April 14, 2025

What’s New:

New Features:
- New tabs to view active and deleted contacts separately
- You can now remove contacts from groups
- New transfer feature for transactions
- New reports available for your contacts, emails, and transactions
- Search option added to all email menus (sent, queue, drafts, deleted, and templates)
- You can now set your preferred address, timezone, and currency in Settings

Improved Experience:
- Email menu (sent, queue, drafts, deleted, templates) are now easier to navigate
- Better file manager for handling your documents
- Dates now display according to your preferred timezone setting

Fixed Issues:
- Multiple email addresses now validate correctly
- “Select all” checkbox now unchecks automatically after you complete an action
- Contacts now sort properly whether they’re individuals or organizations
- Fixed permission problems when creating and sending emails
- Fixed incorrect count when showing contacts of the group

March 12, 2025

Email Templates

Create, customize, and manage reusable email templates for quick and consistent messaging.

Email Templates

We’ve improved the previous process flow from V2. A new Templates tab has been added, allowing users to easily create and update email templates using the Topol.io editor. Each template can now also be saved with a unique name for better organization.

Settings > Users

Email Templates

We updated the user settings and created 3 user profiles: Super Admin, Admin, and Standard user.

SUPER ADMIN – Has full control over the system, including managing all users, settings, and configurations.
ADMIN – Has full control over the system, except for managing Super Admins. Can oversee all other users and system settings.
STANDARD USER – Has access to assigned features and functionalities but no administrative privileges.

Important Note: The first user to log in to your organization’s account will automatically be assigned as the Super Admin. If this user should not be the Super Admin, they can assign another user to that role.

February 20, 2025

FEATURES	NOTES
CONTACTS	added filter for group and owner fixed contacts with multiple email addresses treated as invalid email address fixed issue with unsaved changes still prompting after update updated confirmation prompt fixed mismatch in total records count
EMAILS	added scheduled emails and templates menu added column for sender fixed cannot search contacts for recipient fixed bug with pending emails being editable (pending email needs to be canceled before being edited ) changed date format fixed validation for missing subject, content and sender added file manager added option to view contents of the groups updated confirmation prompt
TRANSACTIONS	updated default sort to transaction date update UI/UX to sidebar (softcredits, invoice, receipts) updated add donation to modal
SETTINGS	added user permissions updated confirmation prompt
REPORTS	Contacts Emails Transactions

January 21, 2025

We just added the Events feature to V3 Beta. Below are the release notes:

FEATURES	WORKING	NOT YET AVAILABLE
EVENTS	Events Page
	Create Event	Email this event (doesn’t have a placeholder content)
	List of Events	Duplicate this event (doesn’t copy some of the details)
	Show/Hide Hidden Events
	Manage Events
	View Public URL
	Copy URL
	Add / Edit Event
	Load Profile	Save profile (currently doesn’t save every information and cannot delete a profile)
	Add or Update event details	Pay using PayPal (currently disabled)
	Add or Update organizer details	Pay using Authorize.net (currently disabled)
	Create, Update and Hide tickets	Add logo
	Select Currency (only type of currency in an event)	Add banner
	Create, Update and Hide additional items
	Pay By Check
	Pay at the Event
	Limit registration (changed from Limit attendance)
	Configure additional information
	Option to send an email notice to registrant
	Create custom questions
	Option to show the organizer’s details
	Option to show Google Maps
	Option to send email notice to the organizer when someone registers
	Option to close the event (by date, manually or number of registration)
	Option to add a close out message
	Event Registration Page
	Event Title and Details	Images in event description
	Tickets	Logo
	Join Event Button	Banner
	Venue (Google Maps)
	Organizer Details
	Event Registration Form (columns swapped)
	Event Registration Page
	Guest List	Facebook share and X tweet (currently disabled)
	Ticket Count	Select Action has been removed
	Event Link	Remove Payment (currently disabled)
	Add to Group	Time of Payment (to be added)
	Expand and Shrink information	Register
	Add payment for registered guests	Event registration per day (to be added)
	Payment Details	Ticket sales per day (to be added)
	Invite Guest
	Register Guest
	Remove Guest
	Transfer Registration
	Close Out Registration
	Email Guests
	Summary Registration Summary
	Sales Summary
	Ticket Sales Summary

December 12, 2024

FEATURES

WORKING

NOT YET AVAILABLE

REPORTS

Contacts

Contacts Summary

Contact Demographics	By City
	By State
	By Zip
	By Country
	By Gender
	By Age
	By Org/Company
	By Group

Contact Demographics	By Custom Fields
	By Multiple Fields
	Customize

Contacts Custom Report

Data Clean Up Report (numbers only)

Data Clean Up Report (links to the contact list)

Emails

Emails Analysis by Campaign

Emails Analysis by Day

Emails Analysis by Month

Email Usage

Donations

Snapshot

Donation Analysis

Donation by Campaign

Donation This Month

Donation Last Month

Donation Custom Report (fiscal year)

Donation Custom Report (by group, year and target amount)

Donation This Year

Yearly Donation

Expenses This Month

Expenses Last Month

Expenses This Year

Yearly Expenses

OTHER UPDATES:

Login

Enabled enter/return key to initiate log in

Search

Enabled enter/return key to execute search
Added a Home icon at the top and made the organization name a home link
Recents list – added the last 10 recently viewed contacts

Transactions

User experience – adding/editing a transaction updated to modal
Soft-credits
- fixed search issue
- added a soft-credits indicator per transaction
- added an option to edit and delete
- added a maximum amount when adding a soft-credit based on the transaction amount
- added a minimum when updating a transaction amount based on the soft-credit added
- removed soft-credits when copying a transaction
Business type accounts –
- Updated labels from Donation to Sale
- Removed soft-credits
Added a default currency when manually adding a transaction

Contacts

Enabled auto-fills to the referred by and address fields (City, State, Zip, Country)
Contacts menu – enabled filters for birthdays, addresses, organization/company, status, type, and date added
Combined fields to a single line to save space (contact type & gender, title/salutation & birthday)
Address – added Google Maps link
Added a confirmation prompt for unsaved changes

Memberships

Members – added filter for expirations

Mobile version

added activity logs
added filters for contacts and transactions

December 6, 2024

Below is the list of the Akubo CRM features that were added to the current V3 Beta version.

FEATURES	NOTES
ACTIVITY LOGS	System-generated activity logs (uneditable) Manual adding of activity logs
BIRTHDAY CALENDAR
MEMBERSHIPS	Memberships Type Members Directory
MOBILE VERSION	New UI and Functions updates

Subsequently, additional updates and improvements will be released for each available feature, and all updates will be reflected on this page.

What to Expect in V3

In our initial release of V3 Beta 1, we updated and improved the interface and functionalities of Contacts, Emails, Search, Settings, and Transactions.

BETA1

Some functionalities are still in development but can be accessed through the current version of the CRM. Please refer to the table below for more detailed information.

FEATURES	WORKING	NOT YET AVAILABLE
LOGIN PAGE	Two-factor Authentication (2FA)	Password Reset
MAIN PAGE		Notifications
CONTACTS	Profile Giving (Transactions)	Activity Log List Opportunity Relationship Household Cases Files Memberships
EMAILS	• File Manager (upload new images using the internal file manager of Topol.io)	• Previously Saved Template • Email Reports • Files (CKFinder) – all existing images in V2 are not yet accessible
SEARCH
SETTINGS	General Configuration: • “From” Email Address • Login Accounts (can add and update user accounts but cannot delete) • Custom Fields (can add custom fields for Status, Details, and Transactions only) Account Summary Groups Access History Security (2FA added)	General Configuration: • Opt-out Survey • Opt-out Report • Transaction Levels • Default Values • Default Timezone • Enable/Disable features • Auto-Forms Home Preference Transactions & Campaigns Email Alerts
TRANSACTIONS		Invoice Receipts

More features will be released in subsequent updates (Beta 2 and Beta 3). We aim to release Beta 2 by the end of November this year, with Beta 3 expected by the end of February 2025. Here are the features you can look forward to:

BETA2