For the full breakdown, customers can visit the Product Updates resource inside of the CustomerHQ project.
Enhanced Host Dashboard
The Host Dashboard has received a major upgrade, delivering deeper reporting, improved visualizations, and clearer insight into project activity.
You can now see a more complete view of your event or project at a glance—making it easier to track partner engagement, monitor task completion, and identify important milestones earlier. These improvements help hosts stay ahead of key deadlines while maintaining a clearer understanding of overall project health.
Additional Workflow & Platform Improvements
Alongside the dashboard upgrade, we’ve released several new features and improvements.
Host Notes & File Attachments
Add private notes and file attachments directly to organizations, contacts, tasks, resources, and internal tasks—keeping call logs, reminders, and important documents organized where the work happens.
Organization Results Grid
View and manage everything an organization has submitted in one spreadsheet-style interface, with inline editing and quick CSV exports for easier reporting and audits.
Unsaved Changes Warning
Prevent accidental data loss with new alerts that warn users before navigating away from tasks, resources, or internal tasks with unsaved edits.
Embedded Content in Tasks & Resources
Embed tools like Google Docs, Calendly scheduling links, videos, or shared calendars directly into tasks and resources—so partners can access key content without leaving the platform.
Task Rules Automation
Configure task-based rules that automatically apply tags and assign additional tasks when certain conditions are met, creating more guided partner workflows.
Version History with Change Comparison
Track updates to records with version history and side-by-side change comparisons, making it easier to review edits and maintain transparency across teams.
Page Builder
Create branded public pages—such as event info pages, sponsor directories, or campaign landing pages—directly inside PartnerHQ, complete with shareable links and QR codes.
New: Fundraising Module
We’ve also introduced a new Fundraising Module, enabling multiple nonprofits to collect donations through a unified, branded project experience.
Hosts can manage donation settings, payment methods, and reporting from a centralized dashboard, while participating organizations can track fundraising progress and promote their campaigns with shareable pages and QR codes. Donors can browse nonprofits and contribute securely via credit card or check.
Learn More
Customers can visit the Product Updates resource in CustomerHQ to explore these features in more detail, including setup guidance..