2021, December 1 (v2.40)


  • Users can now set their Ad-Hoc, List, or Relationship Campaigns to be "Private To Your Unit" or choose the default option which will make their Campaign viewable to others within Trellis CRM.
  • Updated Campaign Layouts to be more obvious to the user whether they are on a parent or child Campaign.
  • Relabeled the "Create Campaign" button to "Create Child Campaign", to make it more obvious to the user that they are creating a Child campaign off of the existing Parent campaign.


  • Additional guidance text is provided in the Email Setup tab to notify Event Organizers when their "Invitation" or "Reminder to Register" email will be sent.