March 2026 Updates

New features and improvements released across PEARS modules in March 2026.

This page summarizes new features and improvements released across PEARS in March 2026.

Importer Improvements

• Partnership import — A new import type for creating partnership records in bulk, including action plan links and collaborators. See Import Partnerships.

• Program Activity import — Program activity import now generates a dynamic template with a Key Mapping sheet. See Import Program Activities.

• Dynamic import templates — All import types now generate templates with a Key Mapping sheet listing all valid values for lookup fields, scoped to your organization.

• Error workbooks — Import validation errors are now returned in a downloadable error workbook with hyperlinked cell references.

Action Plan Reports

• Outputs dashboard improvements — The APR Outputs page now shows program activity hours, and module card titles link directly to the filtered module list view.

• Direct Contacts card — Organizations using action plans for direct contacts now see a Direct Contacts card in the Outputs dashboard.

Export Updates

• Summary Export — Now includes Action Plan ID and Action Plan name columns across module worksheets.

• User Export — Now includes a Viewable Users column.

• "Not linked to an Action Plan" label — Records not linked to an action plan now display "Not linked to an Action Plan" in exports instead of a blank or internal value.

Other Improvements

• Default collaborator access — When adding a collaborator, the Access dropdown now defaults to "View & Edit" instead of "View Only."

• Search text persistence — Search text in module list views is preserved when you navigate away and return.

• QER auto-calculate volunteer hours — The Auto-Calculate button on quarterly effort records now also populates volunteer hours from program activities.

• Action plan copy for admins — Organization administrators and data managers can now copy any individual-level action plan from a past reporting period to the current year.

• Professional development read-only occurrences — Event occurrences in past reporting periods are now read-only and cannot be edited or removed.

• CRM site search and filter — The CRM search bar now searches site names, and a new Site filter is available.

• CRM delete permission — The Delete button on CRM contacts is only visible to users with delete permission.

• Data manager survey type change — Data managers can now change a program survey's Type after responses have been collected.

• Notification email reply-to — All PEARS notification emails (collaborator, action plan, registration, etc.) now set the reply-to address to the person who performed the action.

• Profile photo — Users can upload a profile photo on their user profile page.

• Copy form validation — Copy dialogs now enforce the same maximum character length as the original record's name field.